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 |
|---|---|---|---|---|---|---|---|---|
| IXG | ISHARES TR | $113.51万 | 0.12% | 9,117 | -169 | -1.8% | -$2.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $112.36万 | 0.12% | 2,188 | 43 | 2.0% | $2.21万 | 加仓 |
| IAU | ISHARES GOLD TR | $111.33万 | 0.12% | 14,744 | 6,488 | 78.6% | $48.99万 | 加仓 |
| SUB | ISHARES TR | $110.92万 | 0.12% | 10,418 | -312 | -2.9% | -$3.32万 | 减仓 |
| ORCL | ORACLE CORP | $108.41万 | 0.12% | 7,397 | -169 | -2.2% | -$2.48万 | 减仓 |
| PEP | PEPSICO INC | $108.28万 | 0.12% | 7,997 | -286 | -3.5% | -$3.87万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $107.92万 | 0.11% | 7,359 | 379 | 5.4% | $5.56万 | 加仓 |
| NFLX | NETFLIX INC. | $106.60万 | 0.11% | 14,929 | 4,828 | 47.8% | $34.47万 | 加仓 |
| IVE | ISHARES TR | $104.31万 | 0.11% | 4,594 | 5 | 0.1% | $1,135 | 加仓 |
| IXUS | ISHARES TR | $98.41万 | 0.10% | 10,311 | 133 | 1.3% | $1.27万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $96.76万 | 0.10% | 14,007 | -27 | -0.2% | -$1,865 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $95.56万 | 0.10% | 9,909 | 176 | 1.8% | $1.70万 | 加仓 |
| MPC | MARATHON PETE CORP | $95.29万 | 0.10% | 3,727 | 19 | 0.5% | $4,858 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $94.62万 | 0.10% | 12,145 | 106 | 0.9% | $8,258 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $94.32万 | 0.10% | 11,010 | 169 | 1.6% | $1.45万 | 加仓 |
| KO | COCA COLA CO | $93.12万 | 0.10% | 11,458 | 269 | 2.4% | $2.19万 | 加仓 |
| MTUM | ISHARES TR | $92.02万 | 0.10% | 2,684 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $91.56万 | 0.10% | 3,047 | 5 | 0.2% | $1,502 | 加仓 |
| IWF | ISHARES TR | $90.85万 | 0.10% | 7,317 | -135 | -1.8% | -$1.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.72万 | 0.10% | 28,294 | 2,960 | 11.7% | $9.39万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $86.72万 | 0.09% | 887 | 153 | 20.8% | $14.96万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $84.12万 | 0.09% | 2,000 | -9,500 | -82.6% | -$399.57万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.95万 | 0.09% | 14,570 | 657 | 4.7% | $3.79万 | 加仓 |
| AZN | ASTRAZENECA PLC | $83.84万 | 0.09% | 4,421 | 192 | 4.5% | $3.64万 | 加仓 |
| SNDK | SANDISK CORP | $83.24万 | 0.09% | 366 | -29 | -7.3% | -$6.60万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $82.14万 | 0.09% | 5,324 | 48 | 0.9% | $7,406 | 加仓 |
| FE | FIRSTENERGY CORP | $80.17万 | 0.09% | 16,864 | 150 | 0.9% | $7,131 | 加仓 |
| URI | UNITED RENTALS INC | $79.76万 | 0.08% | 704 | 101 | 16.7% | $11.44万 | 加仓 |
| WELL | WELLTOWER INC | $79.18万 | 0.08% | 3,489 | 89 | 2.6% | $2.02万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $79.12万 | 0.08% | 2,339 | 339 | 17.0% | $11.47万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $79.07万 | 0.08% | 3,211 | 56 | 1.8% | $1.38万 | 加仓 |
| ITOT | ISHARES TR | $78.88万 | 0.08% | 4,802 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $78.16万 | 0.08% | 2,158 | -71 | -3.2% | -$2.57万 | 减仓 |
| TFC | TRUIST FINL CORP | $77.23万 | 0.08% | 15,501 | 80 | 0.5% | $3,986 | 加仓 |
| TQQQ | PROSHARES TR | $76.03万 | 0.08% | 9,387 | 1,385 | 17.3% | $11.22万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $74.72万 | 0.08% | 8,235 | -536 | -6.1% | -$4.86万 | 减仓 |
| DE | DEERE & CO | $74.65万 | 0.08% | 1,177 | 22 | 1.9% | $1.40万 | 加仓 |
| MCD | MCDONALDS CORP | $74.64万 | 0.08% | 2,761 | 828 | 42.8% | $22.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $73.92万 | 0.08% | 9,174 | 18 | 0.2% | $1,450 | 加仓 |
| WFC | WELLS FARGO & CO | $73.85万 | 0.08% | 8,936 | 4,055 | 83.1% | $33.51万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $73.64万 | 0.08% | 1,000 | 1,000 | — | $73.64万 | 新建仓 |
| QCOM | QUALCOMM INC | $73.36万 | 0.08% | 3,970 | 371 | 10.3% | $6.86万 | 加仓 |
| DIS | DISNEY WALT CO | $72.88万 | 0.08% | 7,572 | 1,152 | 17.9% | $11.09万 | 加仓 |
| CCJ | CAMECO CORP | $71.74万 | 0.08% | 7,043 | 7,043 | — | $71.74万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.25万 | 0.08% | 704 | 63 | 9.8% | $6.38万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $71.08万 | 0.08% | 12,922 | 6 | 0.0% | $330 | 加仓 |
| IWO | ISHARES TR | $70.87万 | 0.08% | 1,799 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $70.76万 | 0.08% | 2,711 | -263 | -8.8% | -$6.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $69.99万 | 0.07% | 2,309 | 1 | 0.0% | $303 | 加仓 |
| VBR | VANGUARD INDEX FDS | $69.88万 | 0.07% | 2,876 | 5 | 0.2% | $1,215 | 加仓 |
| ETN | EATON CORP PLC | $69.17万 | 0.07% | 1,623 | 553 | 51.7% | $23.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.09万 | 0.07% | 15,609 | 1,299 | 9.1% | $5.50万 | 加仓 |
| C | CITIGROUP INC | $64.53万 | 0.07% | 4,611 | 363 | 8.5% | $5.08万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $63.91万 | 0.07% | 2,013 | 12 | 0.6% | $3,810 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $63.69万 | 0.07% | 2,138 | -302 | -12.4% | -$9.00万 | 重新持有 |
| FBCG | FIDELITY COVINGTON TRUST | $62.77万 | 0.07% | 10,106 | -61 | -0.6% | -$3,789 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $62.56万 | 0.07% | 3,284 | -300 | -8.4% | -$5.72万 | 减仓 |
| CB | CHUBB LTD SWITZ | $62.40万 | 0.07% | 1,831 | 25 | 1.4% | $8,520 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.63万 | 0.07% | 2,604 | 41 | 1.6% | $9,703 | 加仓 |
| NUE | NUCOR CORP | $60.05万 | 0.06% | 2,696 | 152 | 6.0% | $3.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $59.75万 | 0.06% | 8,038 | 153 | 1.9% | $1.14万 | 加仓 |
| TJX | TJX COS INC NEW | $59.72万 | 0.06% | 3,942 | 2 | 0.1% | $303 | 加仓 |
| MMM | 3M CO | $59.42万 | 0.06% | 3,670 | -84 | -2.2% | -$1.36万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.98万 | 0.06% | 3,732 | 5 | 0.1% | $790 | 加仓 |
| NEE | NEXTERA ENERGY INC | $58.96万 | 0.06% | 6,718 | 219 | 3.4% | $1.92万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $58.54万 | 0.06% | 7,981 | 61 | 0.8% | $4,474 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $58.36万 | 0.06% | 11,539 | -3,800 | -24.8% | -$19.22万 | 减仓 |
| PFE | PFIZER INC | $57.97万 | 0.06% | 24,073 | -3,377 | -12.3% | -$8.13万 | 减仓 |
| TTE | TOTALENERGIES SE | $56.78万 | 0.06% | 7,302 | 1,245 | 20.6% | $9.68万 | 加仓 |
| — | AMPLIFY ETF TR | $56.17万 | 0.06% | 6,968 | -472 | -6.3% | -$3.80万 | 减仓 |
| T | AT&T INC | $56.02万 | 0.06% | 27,063 | -1,071 | -3.8% | -$2.22万 | 减仓 |
| SOXX | ISHARES TR | $55.36万 | 0.06% | 864 | 864 | — | $55.36万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $54.52万 | 0.06% | 7,279 | -56 | -0.8% | -$4,194 | 减仓 |
| GLW | CORNING INC | $54.08万 | 0.06% | 2,117 | 294 | 16.1% | $7.51万 | 加仓 |
| UNP | UNION PAC CORP | $53.88万 | 0.06% | 1,981 | 132 | 7.1% | $3.59万 | 加仓 |
| QUAL | ISHARES TR | $53.79万 | 0.06% | 2,451 | 2,451 | — | $53.79万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $53.53万 | 0.06% | 7,108 | -564 | -7.4% | -$4.25万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $52.68万 | 0.06% | 3,221 | -339 | -9.5% | -$5.54万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $52.58万 | 0.06% | 1,502 | -142 | -8.6% | -$4.97万 | 减仓 |
| AME | AMETEK INC | $52.57万 | 0.06% | 2,173 | -163 | -7.0% | -$3.94万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.43万 | 0.06% | 8,530 | 8,530 | — | $52.43万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $52.11万 | 0.06% | 2,391 | 1 | 0.0% | $218 | 加仓 |
| ACWI | ISHARES TR | $52.00万 | 0.06% | 3,313 | 79 | 2.4% | $1.24万 | 加仓 |
| GWW | WW GRAINGER INC | $51.91万 | 0.06% | 382 | 6 | 1.6% | $8,153 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $51.38万 | 0.05% | 1,555 | -50 | -3.1% | -$1.65万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $51.15万 | 0.05% | 1,528 | 69 | 4.7% | $2.31万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.92万 | 0.05% | 16,050 | 16,050 | — | $49.92万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $49.43万 | 0.05% | 3,589 | -50 | -1.4% | -$6,887 | 减仓 |
| CSX | CSX CORP | $48.31万 | 0.05% | 10,165 | -480 | -4.5% | -$2.28万 | 减仓 |
| FIX | COMFORT SYS USA INC | $48.10万 | 0.05% | 243 | -47 | -16.2% | -$9.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $48.02万 | 0.05% | 5,204 | -156 | -2.9% | -$1.44万 | 减仓 |
| LIN | LINDE PLC | $47.01万 | 0.05% | 906 | 68 | 8.1% | $3.53万 | 加仓 |
| APH | AMPHENOL CORP | $46.69万 | 0.05% | 2,648 | 263 | 11.0% | $4.64万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $46.42万 | 0.05% | 727 | 727 | — | $46.42万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $46.34万 | 0.05% | 1,555 | 137 | 9.7% | $4.08万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $46.19万 | 0.05% | 930 | 66 | 7.6% | $3.28万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.63万 | 0.05% | 7,840 | -2,146 | -21.5% | -$12.49万 | 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 |
| NOC | NORTHROP GRUMMAN CORP | $44.97万 | 0.05% | 883 | -67 | -7.1% | -$3.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $44.80万 | 0.05% | 2,352 | -334 | -12.4% | -$6.36万 | 减仓 |