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 |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | $5,570.50万 | 7.16% | 1,164,888 | 247,960 | 27.0% | $1,185.75万 | 加仓 |
| BOND | PIMCO ETF TR | $4,964.13万 | 6.38% | 537,942 | 117,600 | 28.0% | $1,085.21万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,766.10万 | 4.84% | 524,892 | 53,529 | 11.4% | $384.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,329.42万 | 4.28% | 103,782 | 9,034 | 9.5% | $289.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,239.02万 | 4.16% | 599,263 | 79,107 | 15.2% | $427.57万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,128.58万 | 4.02% | 1,264,073 | 276,762 | 28.0% | $684.99万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,080.52万 | 3.96% | 222,710 | 20,849 | 10.3% | $288.38万 | 加仓 |
| IJH | ISHARES TR | $2,456.39万 | 3.16% | 363,748 | 21,944 | 6.4% | $148.19万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,432.38万 | 3.13% | 477,125 | -137,930 | -22.4% | -$703.17万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,206.92万 | 2.84% | 235,430 | 16,738 | 7.7% | $156.90万 | 加仓 |
| IGF | ISHARES TR | $1,904.83万 | 2.45% | 284,302 | 46,783 | 19.7% | $313.45万 | 加仓 |
| IJR | ISHARES TR | $1,896.37万 | 2.44% | 152,551 | -9,716 | -6.0% | -$120.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,843.60万 | 2.37% | 632,887 | 159,260 | 33.6% | $463.92万 | 加仓 |
| AAPL | APPLE INC | $1,827.70万 | 2.35% | 72,016 | -1,195 | -1.6% | -$30.33万 | 减仓 |
| SCZ | ISHARES TR | $1,797.38万 | 2.31% | 229,229 | 10,808 | 4.9% | $84.75万 | 加仓 |
| REET | ISHARES TR | $1,640.83万 | 2.11% | 652,418 | 114,676 | 21.3% | $288.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,394.61万 | 1.79% | 79,966 | 5,851 | 7.9% | $102.04万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $1,344.83万 | 1.73% | 531,658 | 88,554 | 20.0% | $224.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,082.02万 | 1.39% | 29,230 | 81 | 0.3% | $3.00万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,034.10万 | 1.33% | 204,327 | 19,330 | 10.4% | $97.83万 | 加仓 |
| GOOG | ALPHABET INC | $851.45万 | 1.09% | 29,682 | 559 | 1.9% | $16.04万 | 加仓 |
| — | EXXON MOBIL CORP | $729.50万 | 0.94% | 42,998 | 153 | 0.4% | $2.60万 | 加仓 |
| GOOGL | ALPHABET INC | $673.99万 | 0.87% | 23,438 | -374 | -1.6% | -$10.75万 | 减仓 |
| PGR | PROGRESSIVE CORP | $630.12万 | 0.81% | 31,786 | 265 | 0.8% | $5.25万 | 加仓 |
| AMZN | AMAZON COM INC | $566.27万 | 0.73% | 27,189 | -190 | -0.7% | -$3.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $561.69万 | 0.72% | 29,267 | 2,674 | 10.1% | $51.32万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $545.38万 | 0.70% | 163,433 | -276 | -0.2% | -$9,210 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $491.05万 | 0.63% | 96,664 | -20,843 | -17.7% | -$105.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $485.27万 | 0.62% | 11,110 | -160 | -1.4% | -$6.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $460.23万 | 0.59% | 7,077 | -514 | -6.8% | -$33.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $433.53万 | 0.56% | 14,738 | 240 | 1.7% | $7.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $432.67万 | 0.56% | 9,029 | -298 | -3.2% | -$14.28万 | 减仓 |
| AVGO | BROADCOM INC | $415.11万 | 0.53% | 13,412 | 380 | 2.9% | $11.76万 | 加仓 |
| TSLA | TESLA INC | $393.13万 | 0.51% | 10,575 | 16 | 0.2% | $5,948 | 加仓 |
| MINT | PIMCO ETF TR | $377.14万 | 0.48% | 37,501 | 1,259 | 3.5% | $12.66万 | 加仓 |
| IVV | ISHARES TR | $363.59万 | 0.47% | 5,566 | 121 | 2.2% | $7.90万 | 加仓 |
| ITA | ISHARES TR | $325.51万 | 0.42% | 14,880 | 74 | 0.5% | $1.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $318.09万 | 0.41% | 5,511 | -456 | -7.6% | -$26.32万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $299.20万 | 0.38% | 9,334 | 6,433 | 221.8% | $206.21万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $299.09万 | 0.38% | 23,322 | 1,031 | 4.6% | $13.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $290.70万 | 0.37% | 31,722 | -4,615 | -12.7% | -$42.29万 | 减仓 |
| GE | GE AEROSPACE | $286.85万 | 0.37% | 10,108 | -957 | -8.6% | -$27.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $265.59万 | 0.34% | 10,865 | -394 | -3.5% | -$9.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $254.89万 | 0.33% | 4,266 | 22 | 0.5% | $1.31万 | 加仓 |
| META | META PLATFORMS INC | $251.77万 | 0.32% | 4,400 | 86 | 2.0% | $4.92万 | 加仓 |
| GEV | GE VERNOVA INC | $244.82万 | 0.31% | 2,805 | -14 | -0.5% | -$1.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $239.63万 | 0.31% | 5,173 | -25 | -0.5% | -$1.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $230.61万 | 0.30% | 35,988 | 606 | 1.7% | $3.88万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $215.81万 | 0.28% | 74,214 | -10,390 | -12.3% | -$30.21万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $215.65万 | 0.28% | 47,115 | 524 | 1.1% | $2.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.89万 | 0.26% | 6,003 | 518 | 9.4% | $17.51万 | 加仓 |
| CVX | CHEVRON CORPORATION | $195.14万 | 0.25% | 9,431 | 372 | 4.1% | $7.70万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $190.53万 | 0.24% | 7,649 | -1,619 | -17.5% | -$40.33万 | 减仓 |
| V | VISA INC | $182.58万 | 0.23% | 6,041 | -826 | -12.0% | -$24.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $182.56万 | 0.23% | 1,832 | -7 | -0.4% | -$6,976 | 减仓 |
| MUB | ISHARES TR | $178.57万 | 0.23% | 16,823 | -752 | -4.3% | -$7.98万 | 减仓 |
| VV | VANGUARD INDEX FDS | $173.58万 | 0.22% | 5,808 | 1,692 | 41.1% | $50.57万 | 加仓 |
| LLY | ELI LILLY & CO | $173.47万 | 0.22% | 1,886 | 19 | 1.0% | $1.75万 | 加仓 |
| RTX | RTX CORPORATION | $170.42万 | 0.22% | 8,835 | 9 | 0.1% | $1,736 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $168.51万 | 0.22% | 11,520 | -1,248 | -9.8% | -$18.26万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $167.72万 | 0.22% | 66,819 | 70 | 0.1% | $1,757 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $166.03万 | 0.21% | 50,147 | 403 | 0.8% | $1.33万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $165.70万 | 0.21% | 43,789 | -2,394 | -5.2% | -$9.06万 | 减仓 |
| BAC | BANK AMERICA CORP | $165.14万 | 0.21% | 33,876 | -289 | -0.8% | -$1.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $156.75万 | 0.20% | 6,467 | -54 | -0.8% | -$1.31万 | 减仓 |
| WMT | WALMART INC | $153.63万 | 0.20% | 12,361 | 362 | 3.0% | $4.50万 | 加仓 |
| HD | HOME DEPOT INC | $147.45万 | 0.19% | 4,483 | -578 | -11.4% | -$19.01万 | 减仓 |
| GLD | SPDR GOLD TR | $141.09万 | 0.18% | 3,279 | -244 | -6.9% | -$10.50万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $139.81万 | 0.18% | 42,431 | 4,331 | 11.4% | $14.27万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $135.24万 | 0.17% | 28,145 | 927 | 3.4% | $4.45万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $131.91万 | 0.17% | 12,025 | -208 | -1.7% | -$2.28万 | 减仓 |
| SGOV | ISHARES TR | $131.51万 | 0.17% | 13,065 | 13,065 | — | $131.51万 | 新建仓 |
| IEFA | ISHARES TR | $130.92万 | 0.17% | 14,462 | 1,351 | 10.3% | $12.23万 | 加仓 |
| PEP | PEPSICO INC | $128.62万 | 0.17% | 8,283 | -73 | -0.9% | -$1.13万 | 减仓 |
| INTU | INTUIT | $128.60万 | 0.17% | 2,974 | 125 | 4.4% | $5.41万 | 加仓 |
| IWB | ISHARES TR | $124.46万 | 0.16% | 3,491 | 71 | 2.1% | $2.53万 | 加仓 |
| STE | STERIS PLC | $122.70万 | 0.16% | 5,549 | -13 | -0.2% | -$2,875 | 减仓 |
| MRK | MERCK & CO INC | $122.56万 | 0.16% | 10,189 | -261 | -2.5% | -$3.14万 | 减仓 |
| IEMG | ISHARES INC | $121.16万 | 0.16% | 17,371 | 3,767 | 27.7% | $26.27万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $116.04万 | 0.15% | 10,132 | 92 | 0.9% | $1.05万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $115.81万 | 0.15% | 45,169 | 379 | 0.8% | $9,717 | 加仓 |
| CSCO | CISCO SYS INC | $114.82万 | 0.15% | 14,799 | -996 | -6.3% | -$7.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.40万 | 0.15% | 3,347 | 136 | 4.2% | $4.65万 | 加仓 |
| SUB | ISHARES TR | $114.28万 | 0.15% | 10,730 | -2,446 | -18.6% | -$26.05万 | 减仓 |
| CAT | CATERPILLAR INC | $113.98万 | 0.15% | 1,609 | 1 | 0.1% | $708 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $113.18万 | 0.15% | 29,126 | -1,993 | -6.4% | -$7.74万 | 减仓 |
| ORCL | ORACLE CORP | $111.30万 | 0.14% | 7,566 | 420 | 5.9% | $6.18万 | 加仓 |
| ABBV | ABBVIE INC | $109.39万 | 0.14% | 5,030 | -766 | -13.2% | -$16.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $107.17万 | 0.14% | 2,145 | -31 | -1.4% | -$1.55万 | 减仓 |
| IXG | ISHARES TR | $105.86万 | 0.14% | 9,286 | 559 | 6.4% | $6.37万 | 加仓 |
| ASML | ASML HLDG NV | $104.74万 | 0.13% | 793 | 18 | 2.3% | $2.38万 | 加仓 |
| KLAC | KLA CORP | $104.61万 | 0.13% | 710 | 33 | 4.9% | $4.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.83万 | 0.13% | 6,159 | 400 | 6.9% | $6.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $100.82万 | 0.13% | 6,980 | 53 | 0.8% | $7,655 | 加仓 |
| LRCX | LAM RESEARCH CORP | $98.22万 | 0.13% | 4,597 | -75 | -1.6% | -$1.60万 | 减仓 |
| NFLX | NETFLIX INC. | $97.12万 | 0.12% | 10,101 | 855 | 9.2% | $8.22万 | 加仓 |
| IVE | ISHARES TR | $96.89万 | 0.12% | 4,589 | 5 | 0.1% | $1,056 | 加仓 |
| IVW | ISHARES TR | $94.83万 | 0.12% | 8,384 | 40 | 0.5% | $4,525 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $94.40万 | 0.12% | 12,039 | 5,309 | 78.9% | $41.63万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $93.83万 | 0.12% | 14,034 | 2,104 | 17.6% | $14.07万 | 加仓 |