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 |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | $6,668.11万 | 7.10% | 1,379,133 | 214,245 | 18.4% | $1,035.87万 | 加仓 |
| BOND | PIMCO ETF TR | $5,376.15万 | 5.73% | 583,033 | 45,091 | 8.4% | $415.78万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4,371.76万 | 4.66% | 550,530 | 25,638 | 4.9% | $203.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,118.78万 | 4.39% | 111,306 | 7,524 | 7.2% | $278.42万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,915.54万 | 4.17% | 1,413,552 | 149,479 | 11.8% | $414.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,837.36万 | 4.09% | 642,882 | 43,619 | 7.3% | $260.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,675.67万 | 3.91% | 234,194 | 11,484 | 5.2% | $180.24万 | 加仓 |
| IJH | ISHARES TR | $3,011.81万 | 3.21% | 390,586 | 26,838 | 7.4% | $206.95万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,594.89万 | 2.76% | 508,803 | 31,678 | 6.6% | $161.56万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,523.10万 | 2.69% | 237,335 | 1,905 | 0.8% | $20.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,380.85万 | 2.54% | 703,560 | 70,673 | 11.2% | $239.16万 | 加仓 |
| IJR | ISHARES TR | $2,325.11万 | 2.48% | 156,774 | 4,223 | 2.8% | $62.63万 | 加仓 |
| AAPL | APPLE INC | $2,255.72万 | 2.40% | 77,956 | 5,940 | 8.2% | $171.88万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $2,209.49万 | 2.35% | 860,394 | 328,736 | 61.8% | $844.19万 | 加仓 |
| IGF | ISHARES TR | $2,087.75万 | 2.22% | 313,477 | 29,175 | 10.3% | $194.31万 | 加仓 |
| REET | ISHARES TR | $2,021.22万 | 2.15% | 731,797 | 79,379 | 12.2% | $219.24万 | 加仓 |
| SCZ | ISHARES TR | $1,974.21万 | 2.10% | 239,967 | 10,738 | 4.7% | $88.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,780.74万 | 1.90% | 88,997 | 9,031 | 11.3% | $180.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,260.04万 | 1.34% | 33,780 | 4,550 | 15.6% | $169.72万 | 加仓 |
| GOOG | ALPHABET INC | $1,058.69万 | 1.13% | 29,963 | 281 | 0.9% | $9.93万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,044.89万 | 1.11% | 206,622 | 2,295 | 1.1% | $11.61万 | 加仓 |
| GOOGL | ALPHABET INC | $910.57万 | 0.97% | 25,480 | 2,042 | 8.7% | $72.97万 | 加仓 |
| IVV | ISHARES TR | $840.26万 | 0.89% | 11,220 | 5,654 | 101.6% | $423.43万 | 加仓 |
| AMZN | AMAZON COM INC | $763.32万 | 0.81% | 32,026 | 4,837 | 17.8% | $115.29万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $686.96万 | 0.73% | 162,286 | -1,147 | -0.7% | -$4.86万 | 减仓 |
| PGR | PROGRESSIVE CORP | $678.92万 | 0.72% | 31,079 | -707 | -2.2% | -$15.44万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $642.10万 | 0.68% | 30,178 | 911 | 3.1% | $19.38万 | 加仓 |
| — | EXXON MOBIL CORP | $627.14万 | 0.67% | 45,871 | 2,873 | 6.7% | $39.28万 | 加仓 |
| AVGO | BROADCOM INC | $557.14万 | 0.59% | 14,749 | 1,337 | 10.0% | $50.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $557.14万 | 0.59% | 64,678 | -1,982 | -3.0% | -$17.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $510.37万 | 0.54% | 15,592 | 854 | 5.8% | $27.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $505.15万 | 0.54% | 6,860 | 1,349 | 24.5% | $99.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $493.56万 | 0.53% | 6,609 | -468 | -6.6% | -$34.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.59万 | 0.48% | 8,925 | -104 | -1.2% | -$5.20万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $435.16万 | 0.46% | 89,428 | -7,236 | -7.5% | -$35.21万 | 减仓 |
| TSLA | TESLA INC | $431.69万 | 0.46% | 10,264 | -311 | -2.9% | -$13.08万 | 减仓 |
| MINT | PIMCO ETF TR | $377.98万 | 0.40% | 37,495 | -6 | -0.0% | -$605 | 减仓 |
| GE | GE AEROSPACE | $367.19万 | 0.39% | 9,825 | -283 | -2.8% | -$10.58万 | 减仓 |
| ITA | ISHARES TR | $350.87万 | 0.37% | 14,474 | -406 | -2.7% | -$9.84万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $325.98万 | 0.35% | 22,274 | -1,048 | -4.5% | -$15.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $323.18万 | 0.34% | 4,470 | 1,123 | 33.6% | $81.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $320.14万 | 0.34% | 16,000 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $313.62万 | 0.33% | 9,108 | -226 | -2.4% | -$7.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $305.19万 | 0.33% | 2,644 | 179 | 7.3% | $20.66万 | 加仓 |
| GEV | GE VERNOVA INC | $301.15万 | 0.32% | 2,563 | -242 | -8.6% | -$28.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $295.37万 | 0.31% | 11,630 | 765 | 7.0% | $19.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $293.21万 | 0.31% | 4,269 | 3 | 0.1% | $2,060 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $287.35万 | 0.31% | 6,017 | 14 | 0.2% | $6,686 | 加仓 |
| BIL | SPDR SERIES TRUST | $273.96万 | 0.29% | 29,895 | -1,827 | -5.8% | -$16.74万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $270.42万 | 0.29% | 5,177 | 4 | 0.1% | $2,089 | 加仓 |
| META | META PLATFORMS INC | $262.66万 | 0.28% | 4,663 | 263 | 6.0% | $14.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $253.22万 | 0.27% | 35,539 | -449 | -1.2% | -$3.20万 | 减仓 |
| LLY | ELI LILLY & CO | $249.24万 | 0.27% | 2,078 | 192 | 10.2% | $23.03万 | 加仓 |
| INTC | INTEL CORP | $241.76万 | 0.26% | 17,314 | 7,778 | 81.6% | $108.61万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $227.01万 | 0.24% | 45,668 | -1,447 | -3.1% | -$7.19万 | 减仓 |
| VV | VANGUARD INDEX FDS | $223.71万 | 0.24% | 6,505 | 697 | 12.0% | $23.97万 | 加仓 |
| BAC | BANK AMERICA CORP | $219.71万 | 0.23% | 38,558 | 4,682 | 13.8% | $26.68万 | 加仓 |
| KLAC | KLA CORP | $218.13万 | 0.23% | 7,230 | 130 | 1.8% | $3.92万 | 加仓 |
| V | VISA INC | $218.09万 | 0.23% | 6,357 | 316 | 5.2% | $10.84万 | 加仓 |
| IEFA | ISHARES TR | $217.72万 | 0.23% | 22,543 | 8,081 | 55.9% | $78.05万 | 加仓 |
| IEMG | ISHARES INC | $215.97万 | 0.23% | 26,070 | 8,699 | 50.1% | $72.06万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $211.48万 | 0.23% | 58,533 | -15,681 | -21.1% | -$56.66万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $203.52万 | 0.22% | 4,697 | 100 | 2.2% | $4.33万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $203.36万 | 0.22% | 7,659 | 10 | 0.1% | $2,655 | 加仓 |
| ASML | ASML HLDG NV | $196.40万 | 0.21% | 987 | 194 | 24.5% | $38.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $195.41万 | 0.21% | 6,949 | 482 | 7.5% | $13.55万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $193.67万 | 0.21% | 66,877 | 58 | 0.1% | $1,680 | 加仓 |
| CAT | CATERPILLAR INC | $191.66万 | 0.20% | 1,800 | 191 | 11.9% | $20.34万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $190.42万 | 0.20% | 48,088 | -2,059 | -4.1% | -$8.15万 | 减仓 |
| CSCO | CISCO SYS INC | $186.36万 | 0.20% | 15,866 | 1,067 | 7.2% | $12.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $184.42万 | 0.20% | 1,971 | 139 | 7.6% | $13.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $183.15万 | 0.20% | 3,153 | 316 | 11.1% | $18.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $171.97万 | 0.18% | 10,375 | 944 | 10.0% | $15.65万 | 加仓 |
| RTX | RTX CORPORATION | $168.57万 | 0.18% | 8,885 | 50 | 0.6% | $9,486 | 加仓 |
| IWB | ISHARES TR | $165.79万 | 0.18% | 4,049 | 558 | 16.0% | $22.85万 | 加仓 |
| HD | HOME DEPOT INC | $164.14万 | 0.17% | 4,654 | 171 | 3.8% | $6.03万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $158.12万 | 0.17% | 12,371 | 346 | 2.9% | $4.42万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $151.28万 | 0.16% | 41,152 | -2,637 | -6.0% | -$9.69万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $150.52万 | 0.16% | 41,511 | -920 | -2.2% | -$3.34万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $149.35万 | 0.16% | 2,000 | 2,000 | — | $149.35万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $148.77万 | 0.16% | 50,549 | 5,380 | 11.9% | $15.83万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $147.14万 | 0.16% | 4,315 | 203 | 4.9% | $6.92万 | 加仓 |
| WMT | WALMART INC | $144.23万 | 0.15% | 12,735 | 374 | 3.0% | $4.24万 | 加仓 |
| MRK | MERCK & CO INC | $141.54万 | 0.15% | 11,015 | 826 | 8.1% | $10.61万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $139.99万 | 0.15% | 28,905 | 760 | 2.7% | $3.68万 | 加仓 |
| SGOV | ISHARES TR | $132.63万 | 0.14% | 13,175 | 110 | 0.8% | $1.11万 | 加仓 |
| MUB | ISHARES TR | $131.97万 | 0.14% | 12,263 | -4,560 | -27.1% | -$49.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $129.25万 | 0.14% | 29,137 | 11 | 0.0% | $488 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $128.71万 | 0.14% | 11,032 | -488 | -4.2% | -$5.69万 | 减仓 |
| VGT | VANGUARD WORLD FD | $127.46万 | 0.14% | 10,664 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $125.09万 | 0.13% | 13,922 | -15 | -0.1% | -$1,348 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $125.01万 | 0.13% | 10,064 | -68 | -0.7% | -$8,446 | 减仓 |
| STE | STERIS PLC | $122.89万 | 0.13% | 5,836 | 287 | 5.2% | $6.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $120.66万 | 0.13% | 2,903 | 563 | 24.1% | $23.40万 | 加仓 |
| GLD | SPDR GOLD TR | $120.02万 | 0.13% | 3,258 | -21 | -0.6% | -$7,736 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $119.16万 | 0.13% | 3,933 | 1,086 | 38.1% | $32.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $117.76万 | 0.13% | 6,509 | 350 | 5.7% | $6.33万 | 加仓 |
| CVS | CVS HEALTH CORP | $115.70万 | 0.12% | 11,184 | 660 | 6.3% | $6.83万 | 加仓 |
| ABBV | ABBVIE INC | $115.49万 | 0.12% | 4,589 | -441 | -8.8% | -$11.10万 | 减仓 |
| IVW | ISHARES TR | $115.31万 | 0.12% | 8,384 | 0 | 0.0% | — | 不变 |