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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $24.62万 | 0.03% | 2,573 | 150 | 6.2% | $1.44万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.18万 | 0.03% | 2,626 | 104 | 4.1% | $9,577 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.06万 | 0.03% | 1,443 | -200 | -12.2% | -$3.33万 | 减仓 |
| EQIX | EQUINIX INC | $24.03万 | 0.03% | 231 | 15 | 6.9% | $1.56万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $23.89万 | 0.03% | 5,781 | 5,781 | — | $23.89万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $23.89万 | 0.03% | 873 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $23.53万 | 0.03% | 9,526 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.50万 | 0.03% | 1,773 | 11 | 0.6% | $1,458 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.47万 | 0.02% | 1,170 | 71 | 6.5% | $1.42万 | 重新持有 |
| TMUS | T-MOBILE US INC | $23.47万 | 0.02% | 1,399 | 85 | 6.5% | $1.43万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $23.38万 | 0.02% | 379 | 379 | — | $23.38万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $23.36万 | 0.02% | 175 | -2 | -1.1% | -$2,670 | 重新持有 |
| HACK | AMPLIFY ETF TR | $23.33万 | 0.02% | 2,224 | 2,224 | — | $23.33万 | 新建仓 |
| EXC | EXELON CORP | $23.10万 | 0.02% | 4,955 | 120 | 2.5% | $5,594 | 加仓 |
| CRM | SALESFORCE INC | $23.07万 | 0.02% | 1,472 | -1,352 | -47.9% | -$21.19万 | 减仓 |
| IJK | ISHARES TR | $22.93万 | 0.02% | 1,951 | 1,951 | — | $22.93万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.63万 | 0.02% | 1,654 | 58 | 3.6% | $7,934 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $22.47万 | 0.02% | 634 | 25 | 4.1% | $8,859 | 加仓 |
| EME | EMCOR GROUP INC | $22.41万 | 0.02% | 270 | -23 | -7.8% | -$1.91万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $22.35万 | 0.02% | 3,452 | -174 | -4.8% | -$1.13万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.20万 | 0.02% | 6,670 | 427 | 6.8% | $1.42万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $22.15万 | 0.02% | 8,307 | 214 | 2.6% | $5,705 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.10万 | 0.02% | 817 | -72 | -8.1% | -$1.95万 | 减仓 |
| TRMB | TRIMBLE INC | $21.92万 | 0.02% | 4,282 | -398 | -8.5% | -$2.04万 | 减仓 |
| RMBS | RAMBUS INC DEL | $21.83万 | 0.02% | 1,645 | 1,645 | — | $21.83万 | 新建仓 |
| MCK | MCKESSON CORP | $21.65万 | 0.02% | 287 | 13 | 4.7% | $9,806 | 加仓 |
| MET | METLIFE INC | $21.55万 | 0.02% | 2,548 | 2,548 | — | $21.55万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $21.55万 | 0.02% | 1,090 | 2 | 0.2% | $395 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.31万 | 0.02% | 154 | 154 | — | $21.31万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.27万 | 0.02% | 1,814 | 0 | 0.0% | — | 重新持有 |
| STT | STATE STR CORP | $21.27万 | 0.02% | 1,254 | 1,254 | — | $21.27万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.23万 | 0.02% | 1,677 | -176 | -9.5% | -$2.23万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $21.12万 | 0.02% | 4,095 | 4,095 | — | $21.12万 | 新建仓 |
| APP | APPLOVIN CORP | $21.09万 | 0.02% | 409 | -399 | -49.4% | -$20.58万 | 重新持有 |
| NOW | SERVICENOW INC | $20.94万 | 0.02% | 2,109 | -299 | -12.4% | -$2.97万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.73万 | 0.02% | 247 | -471 | -65.6% | -$39.53万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.61万 | 0.02% | 420 | 420 | — | $20.61万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $20.59万 | 0.02% | 757 | 757 | — | $20.59万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.50万 | 0.02% | 1,914 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $20.34万 | 0.02% | 2,433 | 2,433 | — | $20.34万 | 新建仓 |
| AOK | ISHARES TR | $20.32万 | 0.02% | 4,899 | 4,899 | — | $20.32万 | 新建仓 |
| VMI | VALMONT INDS INC | $20.24万 | 0.02% | 350 | 350 | — | $20.24万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.18万 | 0.02% | 4,499 | 4,499 | — | $20.18万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.13万 | 0.02% | 2,007 | 2,007 | — | $20.13万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.01万 | 0.02% | 1,477 | 1,477 | — | $20.01万 | 新建仓 |
| F | FORD MTR CO | $15.81万 | 0.02% | 11,375 | 442 | 4.0% | $6,144 | 加仓 |
| AES | AES CORP | $15.22万 | 0.02% | 10,383 | -1,347 | -11.5% | -$1.97万 | 减仓 |
| WEN | WENDYS CO | $13.59万 | 0.01% | 16,398 | -236 | -1.4% | -$1,956 | 减仓 |
| — | SNDL INC | $2.70万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.00万 | 0.00% | 30,650 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,303 | -100.0% | -$74.66万 | 清仓 |
| UDOW | PROSHARES TR | $0 | 0.00% | 0 | -8,003 | -100.0% | -$40.16万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -9,564 | -100.0% | -$28.48万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,776 | -100.0% | -$27.93万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,099 | -100.0% | -$26.31万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -2,720 | -100.0% | -$26.23万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,294 | -100.0% | -$25.66万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -820 | -100.0% | -$24.23万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,677 | -100.0% | -$23.07万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,690 | -100.0% | -$23.01万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -7,995 | -100.0% | -$22.95万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,426 | -100.0% | -$21.32万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -865 | -100.0% | -$21.03万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -5,863 | -100.0% | -$20.60万 | 清仓 |