FSM Wealth Advisors, LLC
CLEVELAND OH · SEC CIK 0001942548
$7.78亿2026Q1 申报市值
317持仓数
43.9%前十大占比 · 第一大 7.2%
17 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPIB 加仓+$1,185.75万
BOND 加仓+$1,085.21万
SCHF 加仓+$684.99万
SCHG 加仓+$463.92万
VWO 加仓+$427.57万
2026Q1 卖出最多 按季末市值估算
JMST 减仓-$703.17万
IJR 减仓-$120.78万
FDL 减仓-$105.88万
AZN 清仓-$75.31万
QQQM 减仓-$51.91万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $432.67万 | 0.56% | 9,029 | -298 | -3.2% | -$14.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $433.53万 | 0.56% | 14,738 | 240 | 1.7% | $7.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $460.23万 | 0.59% | 7,077 | -514 | -6.8% | -$33.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $485.27万 | 0.62% | 11,110 | -160 | -1.4% | -$6.99万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $491.05万 | 0.63% | 96,664 | -20,843 | -17.7% | -$105.88万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $545.38万 | 0.70% | 163,433 | -276 | -0.2% | -$9,210 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $561.69万 | 0.72% | 29,267 | 2,674 | 10.1% | $51.32万 | 加仓 |
| AMZN | AMAZON COM INC | $566.27万 | 0.73% | 27,189 | -190 | -0.7% | -$3.96万 | 减仓 |
| PGR | PROGRESSIVE CORP | $630.12万 | 0.81% | 31,786 | 265 | 0.8% | $5.25万 | 加仓 |
| GOOGL | ALPHABET INC | $673.99万 | 0.87% | 23,438 | -374 | -1.6% | -$10.75万 | 减仓 |
| — | EXXON MOBIL CORP | $729.50万 | 0.94% | 42,998 | 153 | 0.4% | $2.60万 | 加仓 |
| GOOG | ALPHABET INC | $851.45万 | 1.09% | 29,682 | 559 | 1.9% | $16.04万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,034.10万 | 1.33% | 204,327 | 19,330 | 10.4% | $97.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,082.02万 | 1.39% | 29,230 | 81 | 0.3% | $3.00万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $1,344.83万 | 1.73% | 531,658 | 88,554 | 20.0% | $224.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,394.61万 | 1.79% | 79,966 | 5,851 | 7.9% | $102.04万 | 加仓 |
| REET | ISHARES TR | $1,640.83万 | 2.11% | 652,418 | 114,676 | 21.3% | $288.41万 | 加仓 |
| SCZ | ISHARES TR | $1,797.38万 | 2.31% | 229,229 | 10,808 | 4.9% | $84.75万 | 加仓 |
| AAPL | APPLE INC | $1,827.70万 | 2.35% | 72,016 | -1,195 | -1.6% | -$30.33万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,843.60万 | 2.37% | 632,887 | 159,260 | 33.6% | $463.92万 | 加仓 |
| IJR | ISHARES TR | $1,896.37万 | 2.44% | 152,551 | -9,716 | -6.0% | -$120.78万 | 减仓 |
| IGF | ISHARES TR | $1,904.83万 | 2.45% | 284,302 | 46,783 | 19.7% | $313.45万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,206.92万 | 2.84% | 235,430 | 16,738 | 7.7% | $156.90万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,432.38万 | 3.13% | 477,125 | -137,930 | -22.4% | -$703.17万 | 减仓 |
| IJH | ISHARES TR | $2,456.39万 | 3.16% | 363,748 | 21,944 | 6.4% | $148.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,080.52万 | 3.96% | 222,710 | 20,849 | 10.3% | $288.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,128.58万 | 4.02% | 1,264,073 | 276,762 | 28.0% | $684.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,239.02万 | 4.16% | 599,263 | 79,107 | 15.2% | $427.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,329.42万 | 4.28% | 103,782 | 9,034 | 9.5% | $289.82万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,766.10万 | 4.84% | 524,892 | 53,529 | 11.4% | $384.07万 | 加仓 |
| BOND | PIMCO ETF TR | $4,964.13万 | 6.38% | 537,942 | 117,600 | 28.0% | $1,085.21万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $5,570.50万 | 7.16% | 1,164,888 | 247,960 | 27.0% | $1,185.75万 | 加仓 |