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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $38.59万 | 0.05% | 864 | 41 | 5.0% | $1.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.46万 | 0.05% | 1,893 | 230 | 13.8% | $4.67万 | 加仓 |
| ETN | EATON CORP PLC | $38.26万 | 0.05% | 1,070 | -229 | -17.6% | -$8.19万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.40万 | 0.05% | 8,118 | -764 | -8.6% | -$3.52万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $36.67万 | 0.05% | 10,023 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $36.56万 | 0.05% | 1,459 | 64 | 4.6% | $1.60万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.43万 | 0.05% | 12,584 | 84 | 0.7% | $2,432 | 加仓 |
| VHT | VANGUARD WORLD FD | $36.42万 | 0.05% | 1,337 | -288 | -17.7% | -$7.85万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $36.18万 | 0.05% | 2,596 | -44 | -1.7% | -$6,132 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $35.76万 | 0.05% | 4,790 | 36 | 0.8% | $2,688 | 加仓 |
| TIP | ISHARES TR | $35.40万 | 0.05% | 3,207 | -821 | -20.4% | -$9.06万 | 减仓 |
| COP | CONOCOPHILLIPS | $35.22万 | 0.05% | 2,668 | 119 | 4.7% | $1.57万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $34.89万 | 0.04% | 1,889 | 25 | 1.3% | $4,617 | 加仓 |
| MAIN | MAIN STR CAP CORP | $34.44万 | 0.04% | 6,502 | -15 | -0.2% | -$794 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $34.00万 | 0.04% | 5,230 | 100 | 1.9% | $6,500 | 加仓 |
| RPM | RPM INTL INC | $33.99万 | 0.04% | 3,420 | 137 | 4.2% | $1.36万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $33.81万 | 0.04% | 3,594 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $33.56万 | 0.04% | 1,590 | -132 | -7.7% | -$2.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $33.38万 | 0.04% | 2,883 | 57 | 2.0% | $6,599 | 加仓 |
| TQQQ | PROSHARES TR | $33.35万 | 0.04% | 8,002 | 500 | 6.7% | $2.08万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $33.12万 | 0.04% | 3,886 | 47 | 1.2% | $4,006 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.78万 | 0.04% | 4,365 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $32.66万 | 0.04% | 2,695 | -169 | -5.9% | -$2.05万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $32.47万 | 0.04% | 4,394 | 16 | 0.4% | $1,182 | 加仓 |
| WM | WASTE MGMT INC DEL | $32.41万 | 0.04% | 1,410 | -80 | -5.4% | -$1.84万 | 减仓 |
| BWX | SPDR SERIES TRUST | $32.13万 | 0.04% | 14,637 | -63 | -0.4% | -$1,383 | 减仓 |
| SPYI | NEOS ETF TRUST | $31.92万 | 0.04% | 6,466 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $30.90万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.73万 | 0.04% | 3,671 | 132 | 3.7% | $1.10万 | 加仓 |
| TRMB | TRIMBLE INC | $30.53万 | 0.04% | 4,680 | 123 | 2.7% | $8,023 | 加仓 |
| MS | MORGAN STANLEY | $30.26万 | 0.04% | 1,839 | -69 | -3.6% | -$1.14万 | 减仓 |
| APH | AMPHENOL CORP | $30.13万 | 0.04% | 2,385 | 40 | 1.7% | $5,053 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.11万 | 0.04% | 2,300 | 88 | 4.0% | $1.15万 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.28万 | 0.04% | 688 | -134 | -16.3% | -$5.70万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $29.24万 | 0.04% | 718 | -12 | -1.6% | -$4,887 | 减仓 |
| AGG | ISHARES TR | $28.87万 | 0.04% | 2,908 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $28.84万 | 0.04% | 6,216 | 180 | 3.0% | $8,352 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.74万 | 0.04% | 9,282 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $28.49万 | 0.04% | 1,643 | -163 | -9.0% | -$2.83万 | 减仓 |
| DB | DEUTSCHE BK AG | $28.48万 | 0.04% | 9,564 | -677 | -6.6% | -$2.02万 | 减仓 |
| SAP | SAP SE | $28.19万 | 0.04% | 1,647 | -135 | -7.6% | -$2.31万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $28.16万 | 0.04% | 7,522 | -156 | -2.0% | -$5,841 | 减仓 |
| LQD | ISHARES TR | $27.94万 | 0.04% | 2,563 | 2,563 | — | $27.94万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.93万 | 0.04% | 1,776 | 48 | 2.8% | $7,549 | 加仓 |
| SNA | SNAP ON INC | $27.89万 | 0.04% | 768 | 102 | 15.3% | $3.70万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $27.82万 | 0.04% | 4,010 | 124 | 3.2% | $8,602 | 加仓 |
| ANET | ARISTA NETWORKS INC | $27.75万 | 0.04% | 2,260 | -102 | -4.3% | -$1.25万 | 减仓 |
| TMUS | T-MOBILE US INC | $27.61万 | 0.04% | 1,314 | 3 | 0.2% | $630 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.52万 | 0.04% | 1,418 | 282 | 24.8% | $5.47万 | 重新持有 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $27.28万 | 0.04% | 4,588 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $27.13万 | 0.03% | 2,071 | 4 | 0.2% | $524 | 加仓 |
| PCAR | PACCAR INC | $26.72万 | 0.03% | 2,314 | 133 | 6.1% | $1.54万 | 加仓 |
| ADSK | AUTODESK INC | $26.31万 | 0.03% | 1,099 | -172 | -13.5% | -$4.12万 | 减仓 |
| SJM | SMUCKER J M CO | $26.23万 | 0.03% | 2,720 | -65 | -2.3% | -$6,269 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.19万 | 0.03% | 2,208 | 118 | 5.6% | $1.40万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $26.15万 | 0.03% | 500 | 11 | 2.2% | $5,752 | 加仓 |
| GII | SPDR INDEX SHS FDS | $25.99万 | 0.03% | 3,419 | 3,419 | — | $25.99万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $25.90万 | 0.03% | 814 | 814 | — | $25.90万 | 新建仓 |
| NVS | NOVARTIS AG | $25.80万 | 0.03% | 1,689 | -57 | -3.3% | -$8,707 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $25.66万 | 0.03% | 1,294 | -221 | -14.6% | -$4.38万 | 减仓 |
| BWA | BORGWARNER INC | $25.57万 | 0.03% | 4,712 | 113 | 2.5% | $6,131 | 加仓 |
| PWR | QUANTA SVCS INC | $25.45万 | 0.03% | 464 | 464 | — | $25.45万 | 新建仓 |
| CMI | CUMMINS INC | $25.29万 | 0.03% | 470 | 31 | 7.1% | $1.67万 | 加仓 |
| NKE | NIKE INC | $25.25万 | 0.03% | 4,781 | -846 | -15.0% | -$4.47万 | 减仓 |
| NOW | SERVICENOW INC | $25.18万 | 0.03% | 2,408 | 568 | 30.9% | $5.94万 | 加仓 |
| SNDK | SANDISK CORP | $25.10万 | 0.03% | 395 | 395 | — | $25.10万 | 新建仓 |
| IWR | ISHARES TR | $24.99万 | 0.03% | 2,570 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.90万 | 0.03% | 771 | -47 | -5.7% | -$1.52万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $24.86万 | 0.03% | 5,285 | -152 | -2.8% | -$7,149 | 减仓 |
| GLW | CORNING INC | $24.79万 | 0.03% | 1,823 | 1,823 | — | $24.79万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $24.78万 | 0.03% | 3,445 | 564 | 19.6% | $4.06万 | 加仓 |
| BLK | BLACKROCK INC | $24.50万 | 0.03% | 255 | -22 | -7.9% | -$2.11万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.36万 | 0.03% | 395 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.28万 | 0.03% | 1,136 | 1 | 0.1% | $214 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $24.26万 | 0.03% | 1,853 | 1,853 | — | $24.26万 | 新建仓 |
| CME | CME GROUP INC | $24.23万 | 0.03% | 820 | 820 | — | $24.23万 | 新建仓 |
| CI | THE CIGNA GROUP | $24.19万 | 0.03% | 907 | -205 | -18.4% | -$5.47万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $24.13万 | 0.03% | 354 | -144 | -28.9% | -$9.82万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.99万 | 0.03% | 6,243 | -368 | -5.6% | -$1.41万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.83万 | 0.03% | 1,762 | 1,762 | — | $23.83万 | 新建仓 |
| MCK | MCKESSON CORP | $23.75万 | 0.03% | 274 | 274 | — | $23.75万 | 新建仓 |
| EXC | EXELON CORP | $23.70万 | 0.03% | 4,835 | 221 | 4.8% | $1.08万 | 加仓 |
| — | SSGA ACTIVE TR | $23.63万 | 0.03% | 9,526 | 9,526 | — | $23.63万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $23.59万 | 0.03% | 822 | -59 | -6.7% | -$1.69万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.58万 | 0.03% | 2,632 | 174 | 7.1% | $1.56万 | 加仓 |
| YUM | YUM BRANDS INC | $23.49万 | 0.03% | 1,511 | 26 | 1.8% | $4,042 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $23.49万 | 0.03% | 1,602 | -282 | -15.0% | -$4.13万 | 减仓 |
| SO | SOUTHERN CO | $23.39万 | 0.03% | 2,423 | 124 | 5.4% | $1.20万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.28万 | 0.03% | 2,522 | -121 | -4.6% | -$1.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.14万 | 0.03% | 889 | 57 | 6.9% | $1.48万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.07万 | 0.03% | 3,677 | 52 | 1.4% | $3,263 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.01万 | 0.03% | 1,690 | 22 | 1.3% | $2,995 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $22.95万 | 0.03% | 7,995 | -237 | -2.9% | -$6,804 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $22.89万 | 0.03% | 785 | 27 | 3.6% | $7,875 | 加仓 |
| NVT | NVENT ELEC PLC | $22.80万 | 0.03% | 1,928 | -1,044 | -35.1% | -$12.35万 | 重新持有 |
| SPYX | SPDR SERIES TRUST | $22.63万 | 0.03% | 4,267 | -128 | -2.9% | -$6,787 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $22.22万 | 0.03% | 8,093 | -136 | -1.7% | -$3,735 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.81万 | 0.03% | 502 | 24 | 5.0% | $1.04万 | 重新持有 |
| EME | EMCOR GROUP INC | $21.63万 | 0.03% | 293 | -311 | -51.5% | -$22.96万 | 重新持有 |
| MO | ALTRIA GROUP INC | $21.43万 | 0.03% | 3,248 | 55 | 1.7% | $3,630 | 重新持有 |