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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $21.32万 | 0.03% | 7,426 | -1,559 | -17.4% | -$4.48万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $21.22万 | 0.03% | 1,914 | -83 | -4.2% | -$9,201 | 减仓 |
| EQIX | EQUINIX INC | $21.13万 | 0.03% | 216 | 216 | — | $21.13万 | 新建仓 |
| ADBE | ADOBE INC | $21.03万 | 0.03% | 865 | -72 | -7.7% | -$1.75万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $20.96万 | 0.03% | 3,626 | 29 | 0.8% | $1,676 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.92万 | 0.03% | 1,596 | 1,596 | — | $20.92万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.90万 | 0.03% | 609 | -60 | -9.0% | -$2.06万 | 减仓 |
| MGC | VANGUARD WORLD FD | $20.63万 | 0.03% | 873 | 63 | 7.8% | $1.49万 | 加仓 |
| — | COTERRA ENERGY INC | $20.60万 | 0.03% | 5,863 | -2,596 | -30.7% | -$9.12万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.54万 | 0.03% | 702 | -118 | -14.4% | -$3.45万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $20.05万 | 0.03% | 1,088 | 1,088 | — | $20.05万 | 新建仓 |
| AES | AES CORP | $16.53万 | 0.02% | 11,730 | -9,549 | -44.9% | -$13.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $12.92万 | 0.02% | 16,000 | 0 | 0.0% | — | 重新持有 |
| F | FORD MTR CO | $12.62万 | 0.02% | 10,933 | -2 | -0.0% | -$23 | 减仓 |
| WEN | WENDYS CO | $11.56万 | 0.01% | 16,634 | 81 | 0.5% | $563 | 加仓 |
| — | SNDL INC | $2.64万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.97万 | 0.00% | 30,650 | 17,650 | 135.8% | $1.13万 | 加仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,096 | -100.0% | -$75.31万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,717 | -100.0% | -$35.09万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -6,788 | -100.0% | -$34.54万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -567 | -100.0% | -$32.94万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,087 | -100.0% | -$31.39万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$26.36万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$23.23万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -486 | -100.0% | -$21.68万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |