FSM Wealth Advisors, LLC
CLEVELAND OH · SEC CIK 0001942548
$9.39亿2026Q2 申报市值
350持仓数
42.7%前十大占比 · 第一大 7.1%
39 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPIB 加仓+$1,035.87万
TAFM 加仓+$844.19万
IVV 加仓+$423.43万
BOND 加仓+$415.78万
SCHF 加仓+$414.06万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$74.66万
HONEYWELL INTL I 重新持有-$57.59万
SCHA 减仓-$56.66万
MUB 减仓-$49.07万
UDOW 清仓-$40.16万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $29.09万 | 0.03% | 303 | 48 | 18.8% | $4.61万 | 加仓 |
| PCAR | PACCAR INC | $29.23万 | 0.03% | 2,433 | 119 | 5.1% | $1.43万 | 加仓 |
| NEM | NEWMONT CORP | $29.30万 | 0.03% | 3,137 | 3,137 | — | $29.30万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.46万 | 0.03% | 2,106 | -102 | -4.6% | -$1.48万 | 减仓 |
| FAST | FASTENAL CO | $30.52万 | 0.03% | 6,353 | 137 | 2.2% | $6,580 | 加仓 |
| CTVA | CORTEVA INC | $30.82万 | 0.03% | 3,640 | -31 | -0.8% | -$2,625 | 减仓 |
| SNA | SNAP ON INC | $30.87万 | 0.03% | 767 | -1 | -0.1% | -$402 | 减仓 |
| EMR | EMERSON ELEC CO | $31.19万 | 0.03% | 2,179 | 108 | 5.2% | $1.55万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $31.31万 | 0.03% | 4,978 | 4,978 | — | $31.31万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $31.82万 | 0.03% | 737 | 737 | — | $31.82万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $31.87万 | 0.03% | 14,700 | 63 | 0.4% | $1,366 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $32.09万 | 0.03% | 3,228 | -366 | -10.2% | -$3.64万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.19万 | 0.03% | 832 | 130 | 18.5% | $5.03万 | 加仓 |
| RPM | RPM INTL INC | $32.22万 | 0.03% | 2,899 | -521 | -15.2% | -$5.79万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $32.23万 | 0.03% | 4,444 | 50 | 1.1% | $3,626 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $32.29万 | 0.03% | 4,797 | 7 | 0.1% | $471 | 加仓 |
| ATO | ATMOS ENERGY CORP | $32.33万 | 0.03% | 1,877 | -12 | -0.6% | -$2,067 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.47万 | 0.03% | 816 | -101 | -11.0% | -$4.02万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $33.18万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $33.35万 | 0.04% | 1,005 | 234 | 30.4% | $7.76万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $33.59万 | 0.04% | 12,599 | 15 | 0.1% | $400 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.60万 | 0.04% | 2,659 | 63 | 2.4% | $7,960 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $33.69万 | 0.04% | 2,885 | 2 | 0.1% | $234 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $33.88万 | 0.04% | 4,111 | 101 | 2.5% | $8,323 | 加仓 |
| PWR | QUANTA SVCS INC | $34.04万 | 0.04% | 473 | 9 | 1.9% | $6,477 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $34.20万 | 0.04% | 2,341 | 41 | 1.8% | $5,990 | 加仓 |
| CMI | CUMMINS INC | $34.31万 | 0.04% | 481 | 11 | 2.3% | $7,846 | 加仓 |
| SPYI | NEOS ETF TRUST | $34.33万 | 0.04% | 6,466 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $34.44万 | 0.04% | 6,638 | 136 | 2.1% | $7,055 | 加仓 |
| ADI | ANALOG DEVICES INC | $34.77万 | 0.04% | 875 | 61 | 7.5% | $2.42万 | 加仓 |
| TIP | ISHARES TR | $35.16万 | 0.04% | 3,213 | 6 | 0.2% | $657 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $35.33万 | 0.04% | 1,000 | 1,000 | — | $35.33万 | 新建仓 |
| LQD | ISHARES TR | $35.58万 | 0.04% | 3,262 | 699 | 27.3% | $7.62万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.93万 | 0.04% | 9,744 | 462 | 5.0% | $1.70万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.17万 | 0.04% | 731 | 731 | — | $36.17万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.56万 | 0.04% | 4,365 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $36.65万 | 0.04% | 900 | 212 | 30.8% | $8.63万 | 加仓 |
| — | HONEYWELL INTL INC | $37.15万 | 0.04% | 1,659 | -2,572 | -60.8% | -$57.59万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $37.26万 | 0.04% | 1,672 | 262 | 18.6% | $5.84万 | 加仓 |
| ICOW | PACER FDS TR | $37.68万 | 0.04% | 9,050 | -363 | -3.9% | -$1.51万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $38.30万 | 0.04% | 6,494 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $38.30万 | 0.04% | 4,178 | 292 | 7.5% | $2.68万 | 加仓 |
| DG | DOLLAR GEN CORP | $39.23万 | 0.04% | 3,408 | 38 | 1.1% | $4,374 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.47万 | 0.04% | 517 | 517 | — | $39.47万 | 新建仓 |
| SYK | STRYKER CORPORATION | $39.64万 | 0.04% | 1,259 | 41 | 3.4% | $1.29万 | 加仓 |
| TGT | TARGET CORP | $39.87万 | 0.04% | 3,052 | 357 | 13.2% | $4.66万 | 加仓 |
| VHT | VANGUARD WORLD FD | $39.93万 | 0.04% | 1,336 | -1 | -0.1% | -$299 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.02万 | 0.04% | 1,611 | -169 | -9.5% | -$4.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $40.06万 | 0.04% | 2,358 | 98 | 4.3% | $1.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $40.31万 | 0.04% | 5,153 | -302 | -5.5% | -$2.36万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $40.79万 | 0.04% | 10,031 | 8 | 0.1% | $325 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.85万 | 0.04% | 1,406 | 20 | 1.4% | $5,811 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.40万 | 0.04% | 826 | -34 | -4.0% | -$1.70万 | 减仓 |
| TXT | TEXTRON INC | $41.82万 | 0.04% | 4,559 | 47 | 1.0% | $4,311 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $41.90万 | 0.04% | 822 | 58 | 7.6% | $2.96万 | 加仓 |
| TRP | TC ENERGY CORP | $41.91万 | 0.04% | 6,322 | 101 | 1.6% | $6,696 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $42.06万 | 0.04% | 1,000 | 1,000 | — | $42.06万 | 新建仓 |
| MS | MORGAN STANLEY | $42.67万 | 0.05% | 2,041 | 202 | 11.0% | $4.22万 | 加仓 |
| LOW | LOWES COS INC | $43.23万 | 0.05% | 1,960 | -246 | -11.2% | -$5.43万 | 减仓 |
| GRMN | GARMIN LTD | $43.31万 | 0.05% | 1,823 | -1 | -0.1% | -$238 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.61万 | 0.05% | 1,947 | 54 | 2.9% | $1.21万 | 加仓 |
| HEI/A | HEICO CORP NEW | $43.63万 | 0.05% | 1,692 | 102 | 6.4% | $2.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $44.03万 | 0.05% | 8,504 | 14 | 0.2% | $725 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $44.22万 | 0.05% | 8,248 | -540 | -6.1% | -$2.89万 | 减仓 |
| DHR | DANAHER CORP DEL | $44.80万 | 0.05% | 2,352 | -334 | -12.4% | -$6.36万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $44.97万 | 0.05% | 883 | -67 | -7.1% | -$3.41万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $45.55万 | 0.05% | 9,892 | 1,774 | 21.9% | $8.17万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.63万 | 0.05% | 7,840 | -2,146 | -21.5% | -$12.49万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $46.19万 | 0.05% | 930 | 66 | 7.6% | $3.28万 | 加仓 |
| TXN | TEXAS INSTRS INC | $46.34万 | 0.05% | 1,555 | 137 | 9.7% | $4.08万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $46.42万 | 0.05% | 727 | 727 | — | $46.42万 | 新建仓 |
| APH | AMPHENOL CORP | $46.69万 | 0.05% | 2,648 | 263 | 11.0% | $4.64万 | 加仓 |
| LIN | LINDE PLC | $47.01万 | 0.05% | 906 | 68 | 8.1% | $3.53万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $48.02万 | 0.05% | 5,204 | -156 | -2.9% | -$1.44万 | 减仓 |
| FIX | COMFORT SYS USA INC | $48.10万 | 0.05% | 243 | -47 | -16.2% | -$9.30万 | 减仓 |
| CSX | CSX CORP | $48.31万 | 0.05% | 10,165 | -480 | -4.5% | -$2.28万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $49.43万 | 0.05% | 3,589 | -50 | -1.4% | -$6,887 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.92万 | 0.05% | 16,050 | 16,050 | — | $49.92万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $51.15万 | 0.05% | 1,528 | 69 | 4.7% | $2.31万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $51.38万 | 0.05% | 1,555 | -50 | -3.1% | -$1.65万 | 减仓 |
| GWW | WW GRAINGER INC | $51.91万 | 0.06% | 382 | 6 | 1.6% | $8,153 | 加仓 |
| ACWI | ISHARES TR | $52.00万 | 0.06% | 3,313 | 79 | 2.4% | $1.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $52.11万 | 0.06% | 2,391 | 1 | 0.0% | $218 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.43万 | 0.06% | 8,530 | 8,530 | — | $52.43万 | 新建仓 |
| AME | AMETEK INC | $52.57万 | 0.06% | 2,173 | -163 | -7.0% | -$3.94万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $52.58万 | 0.06% | 1,502 | -142 | -8.6% | -$4.97万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $52.68万 | 0.06% | 3,221 | -339 | -9.5% | -$5.54万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $53.53万 | 0.06% | 7,108 | -564 | -7.4% | -$4.25万 | 减仓 |
| QUAL | ISHARES TR | $53.79万 | 0.06% | 2,451 | 2,451 | — | $53.79万 | 新建仓 |
| UNP | UNION PAC CORP | $53.88万 | 0.06% | 1,981 | 132 | 7.1% | $3.59万 | 加仓 |
| GLW | CORNING INC | $54.08万 | 0.06% | 2,117 | 294 | 16.1% | $7.51万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $54.52万 | 0.06% | 7,279 | -56 | -0.8% | -$4,194 | 减仓 |
| SOXX | ISHARES TR | $55.36万 | 0.06% | 864 | 864 | — | $55.36万 | 新建仓 |
| T | AT&T INC | $56.02万 | 0.06% | 27,063 | -1,071 | -3.8% | -$2.22万 | 减仓 |
| — | AMPLIFY ETF TR | $56.17万 | 0.06% | 6,968 | -472 | -6.3% | -$3.80万 | 减仓 |
| TTE | TOTALENERGIES SE | $56.78万 | 0.06% | 7,302 | 1,245 | 20.6% | $9.68万 | 加仓 |
| PFE | PFIZER INC | $57.97万 | 0.06% | 24,073 | -3,377 | -12.3% | -$8.13万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $58.36万 | 0.06% | 11,539 | -3,800 | -24.8% | -$19.22万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $58.54万 | 0.06% | 7,981 | 61 | 0.8% | $4,474 | 加仓 |
| NEE | NEXTERA ENERGY INC | $58.96万 | 0.06% | 6,718 | 219 | 3.4% | $1.92万 | 加仓 |