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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $93.02万 | 0.12% | 1,333 | -74 | -5.3% | -$5.16万 | 减仓 |
| MPC | MARATHON PETE CORP | $90.55万 | 0.12% | 3,708 | -10 | -0.3% | -$2,442 | 减仓 |
| ABT | ABBOTT LABORATORIES | $90.05万 | 0.12% | 8,771 | -210 | -2.3% | -$2.16万 | 减仓 |
| IXUS | ISHARES TR | $88.18万 | 0.11% | 10,178 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $87.36万 | 0.11% | 13,937 | 3,014 | 27.6% | $18.89万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $86.34万 | 0.11% | 9,733 | 1,003 | 11.5% | $8.90万 | 加仓 |
| KO | COCA COLA CO | $85.10万 | 0.11% | 11,189 | 865 | 8.4% | $6.58万 | 加仓 |
| FE | FIRSTENERGY CORP | $84.67万 | 0.11% | 16,714 | 50 | 0.3% | $2,533 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.38万 | 0.11% | 13,913 | 277 | 2.0% | $1.68万 | 加仓 |
| AZN | ASTRAZENECA PLC | $83.41万 | 0.11% | 4,229 | 4,229 | — | $83.41万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $83.29万 | 0.11% | 2,465 | 778 | 46.1% | $26.29万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $82.08万 | 0.11% | 10,841 | 93 | 0.9% | $7,041 | 加仓 |
| T | AT&T INC | $81.56万 | 0.10% | 28,134 | 3,721 | 15.2% | $10.79万 | 加仓 |
| IWF | ISHARES TR | $79.44万 | 0.10% | 1,863 | 496 | 36.3% | $21.15万 | 加仓 |
| AMGN | AMGEN INC | $78.43万 | 0.10% | 2,229 | 413 | 22.7% | $14.53万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $77.72万 | 0.10% | 25,334 | 7 | 0.0% | $215 | 加仓 |
| PFE | PFIZER INC | $77.08万 | 0.10% | 27,450 | -1,060 | -3.7% | -$2.98万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $76.92万 | 0.10% | 5,276 | 951 | 22.0% | $13.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $76.53万 | 0.10% | 15,339 | -6,956 | -31.2% | -$34.70万 | 减仓 |
| CVS | CVS HEALTH CORP | $75.58万 | 0.10% | 10,524 | 29 | 0.3% | $2,083 | 加仓 |
| IWM | ISHARES TR | $75.44万 | 0.10% | 3,042 | -95 | -3.0% | -$2.36万 | 减仓 |
| — | HONEYWELL INTL INC | $74.66万 | 0.10% | 3,303 | -928 | -21.9% | -$20.97万 | 减仓 |
| IAU | ISHARES GOLD TR | $72.78万 | 0.09% | 8,256 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $71.83万 | 0.09% | 14,310 | 560 | 4.1% | $2.81万 | 加仓 |
| TFC | TRUIST FINL CORP | $70.89万 | 0.09% | 15,421 | 248 | 1.6% | $1.14万 | 加仓 |
| ITOT | ISHARES TR | $68.39万 | 0.09% | 4,802 | 1 | 0.0% | $142 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $67.64万 | 0.09% | 2,847 | -2,185 | -43.4% | -$51.91万 | 减仓 |
| WELL | WELLTOWER INC | $67.22万 | 0.09% | 3,400 | 1,634 | 92.5% | $32.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $65.92万 | 0.08% | 4,112 | 429 | 11.6% | $6.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $65.74万 | 0.08% | 2,289 | 355 | 18.4% | $10.20万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $65.69万 | 0.08% | 734 | 6 | 0.8% | $5,370 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.65万 | 0.08% | 3,155 | 143 | 4.7% | $2.98万 | 加仓 |
| DE | DEERE & CO | $65.09万 | 0.08% | 1,155 | 5 | 0.4% | $2,818 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.81万 | 0.08% | 950 | -159 | -14.3% | -$10.85万 | 减仓 |
| MTUM | ISHARES TR | $64.41万 | 0.08% | 2,684 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $63.33万 | 0.08% | 2,340 | -152 | -6.1% | -$4.11万 | 减仓 |
| TJX | TJX COS INC NEW | $62.92万 | 0.08% | 3,940 | 152 | 4.0% | $2.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $62.59万 | 0.08% | 12,916 | -691 | -5.1% | -$3.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $62.38万 | 0.08% | 2,871 | 38 | 1.3% | $8,257 | 加仓 |
| DIS | DISNEY WALT CO | $61.87万 | 0.08% | 6,420 | 122 | 1.9% | $1.18万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $61.44万 | 0.08% | 3,560 | 56 | 1.6% | $9,665 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $60.48万 | 0.08% | 2,000 | -130 | -6.1% | -$3.93万 | 减仓 |
| VB | VANGUARD INDEX FDS | $60.45万 | 0.08% | 2,308 | 294 | 14.6% | $7.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.36万 | 0.08% | 6,499 | 343 | 5.6% | $3.19万 | 加仓 |
| MCD | MCDONALDS CORP | $60.06万 | 0.08% | 1,933 | -63 | -3.2% | -$1.96万 | 减仓 |
| CB | CHUBB LTD SWITZ | $58.86万 | 0.08% | 1,806 | -324 | -15.2% | -$10.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $58.46万 | 0.08% | 9,986 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.70万 | 0.07% | 2,837 | 256 | 9.9% | $5.21万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $57.51万 | 0.07% | 3,639 | 18 | 0.5% | $2,845 | 加仓 |
| WMB | WILLIAMS COS INC | $57.39万 | 0.07% | 7,885 | 48 | 0.6% | $3,494 | 加仓 |
| IWO | ISHARES TR | $56.46万 | 0.07% | 1,799 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $55.20万 | 0.07% | 3,727 | -741 | -16.6% | -$10.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.11万 | 0.07% | 2,563 | -172 | -6.3% | -$3.70万 | 减仓 |
| TTE | TOTALENERGIES SE | $55.11万 | 0.07% | 6,057 | -32 | -0.5% | -$2,911 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $55.05万 | 0.07% | 2,001 | 31 | 1.6% | $8,529 | 加仓 |
| MMM | 3M CO | $54.51万 | 0.07% | 3,754 | -114 | -2.9% | -$1.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $54.24万 | 0.07% | 641 | 15 | 2.4% | $1.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $53.65万 | 0.07% | 7,335 | -331 | -4.3% | -$2.42万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $52.87万 | 0.07% | 7,672 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $52.71万 | 0.07% | 2,824 | -3 | -0.1% | -$560 | 减仓 |
| LOW | LOWES COS INC | $52.11万 | 0.07% | 2,206 | 189 | 9.4% | $4.46万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $50.96万 | 0.07% | 10,167 | -228 | -2.2% | -$1.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $50.92万 | 0.07% | 2,686 | -298 | -10.0% | -$5.65万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $50.37万 | 0.06% | 5,360 | 2,672 | 99.4% | $25.11万 | 加仓 |
| AME | AMETEK INC | $50.08万 | 0.06% | 2,336 | -58 | -2.4% | -$1.24万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.71万 | 0.06% | 1,780 | -51 | -2.8% | -$1.42万 | 减仓 |
| — | AMPLIFY ETF TR | $49.16万 | 0.06% | 7,440 | -851 | -10.3% | -$5.62万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.81万 | 0.06% | 1,605 | 35 | 2.2% | $1.06万 | 加仓 |
| C | CITIGROUP INC | $48.18万 | 0.06% | 4,248 | 673 | 18.8% | $7.63万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.85万 | 0.06% | 1,386 | 73 | 5.6% | $2.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.63万 | 0.06% | 3,584 | -912 | -20.3% | -$12.12万 | 减仓 |
| MDT | MEDTRONIC PLC | $47.27万 | 0.06% | 5,455 | -114 | -2.0% | -$9,879 | 减仓 |
| VTV | VANGUARD INDEX FDS | $46.90万 | 0.06% | 2,390 | -336 | -12.3% | -$6.59万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.42万 | 0.06% | 1,644 | -231 | -12.3% | -$6.52万 | 减仓 |
| QCOM | QUALCOMM INC | $46.35万 | 0.06% | 3,599 | -696 | -16.2% | -$8.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.19万 | 0.06% | 764 | 25 | 3.4% | $1.51万 | 加仓 |
| UNP | UNION PAC CORP | $44.85万 | 0.06% | 1,849 | 87 | 4.9% | $2.11万 | 加仓 |
| ACWI | ISHARES TR | $44.75万 | 0.06% | 3,234 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $44.60万 | 0.06% | 7,920 | 790 | 11.1% | $4.45万 | 加仓 |
| URI | UNITED RENTALS INC | $43.91万 | 0.06% | 603 | 37 | 6.5% | $2.69万 | 加仓 |
| CSX | CSX CORP | $43.70万 | 0.06% | 10,645 | -4,279 | -28.7% | -$17.57万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $43.39万 | 0.06% | 8,788 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $43.03万 | 0.06% | 2,544 | 36 | 1.4% | $6,089 | 加仓 |
| GRMN | GARMIN LTD | $42.31万 | 0.05% | 1,824 | -201 | -9.9% | -$4.66万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.29万 | 0.05% | 860 | 48 | 5.9% | $2.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $42.26万 | 0.05% | 917 | 7 | 0.8% | $3,226 | 加仓 |
| INTC | INTEL CORP | $42.08万 | 0.05% | 9,536 | 49 | 0.5% | $2,162 | 加仓 |
| ABNB | AIRBNB INC | $41.69万 | 0.05% | 3,301 | -330 | -9.1% | -$4.17万 | 减仓 |
| LIN | LINDE PLC | $41.52万 | 0.05% | 838 | 164 | 24.3% | $8.13万 | 加仓 |
| GWW | WW GRAINGER INC | $41.02万 | 0.05% | 376 | 18 | 5.0% | $1.96万 | 加仓 |
| UDOW | PROSHARES TR | $40.16万 | 0.05% | 8,003 | 8,003 | — | $40.16万 | 新建仓 |
| SYK | STRYKER CORPORATION | $40.02万 | 0.05% | 1,218 | -211 | -14.8% | -$6.93万 | 减仓 |
| DG | DOLLAR GEN CORP | $40.01万 | 0.05% | 3,370 | 12 | 0.4% | $1,425 | 加仓 |
| ICOW | PACER FDS TR | $39.95万 | 0.05% | 9,413 | -180 | -1.9% | -$7,639 | 减仓 |
| FIX | COMFORT SYS USA INC | $39.92万 | 0.05% | 290 | -96 | -24.9% | -$13.22万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $39.83万 | 0.05% | 8,490 | 122 | 1.5% | $5,723 | 加仓 |
| TXT | TEXTRON INC | $39.51万 | 0.05% | 4,512 | 12 | 0.3% | $1,051 | 加仓 |
| TRP | TC ENERGY CORP | $38.95万 | 0.05% | 6,221 | -192 | -3.0% | -$1.20万 | 减仓 |
| WFC | WELLS FARGO & CO | $38.85万 | 0.05% | 4,881 | -143 | -2.8% | -$1.14万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $38.67万 | 0.05% | 6,494 | 0 | 0.0% | — | 不变 |