PFW Advisors LLC
ATLANTA GA · SEC CIK 0001989744
$3.43亿2026Q2 申报市值
124持仓数
56.5%前十大占比 · 第一大 10.7%
12 / 7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
SPGI 加仓+$175.33万
LLY 加仓+$99.91万
MA 加仓+$93.06万
BR 新建仓+$85.18万
BKNG 新建仓+$72.81万
2026Q2 卖出最多 按季末市值估算
PSX 清仓-$305.53万
CSCO 减仓-$104.32万
VBIL 减仓-$73.95万
ZTS 减仓-$73.94万
MKC 清仓-$53.47万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -16,771 | -100.0% | -$305.53万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -10,601 | -100.0% | -$53.47万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,844 | -100.0% | -$24.34万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,057 | -100.0% | -$21.87万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,928 | -100.0% | -$20.87万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -1,161 | -100.0% | -$20.52万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,534 | -100.0% | -$20.42万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.65万 | 0.02% | 14,979 | 14,979 | — | $5.65万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.32万 | 0.06% | 1,341 | -84 | -5.9% | -$1.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.43万 | 0.06% | 177 | 177 | — | $20.43万 | 新建仓 |
| SHEL | SHELL PLC | $20.45万 | 0.06% | 2,637 | -100 | -3.7% | -$7,754 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.74万 | 0.06% | 311 | 311 | — | $20.74万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $21.20万 | 0.06% | 2,938 | -365 | -11.1% | -$2.63万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.81万 | 0.06% | 439 | -11 | -2.4% | -$5,464 | 减仓 |
| ABBV | ABBVIE INC | $21.89万 | 0.06% | 870 | 870 | — | $21.89万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $22.07万 | 0.06% | 130 | -18 | -12.2% | -$3.06万 | 减仓 |
| GGG | GRACO INC | $22.19万 | 0.06% | 2,935 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.96万 | 0.07% | 1,465 | 8 | 0.5% | $1,254 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.90万 | 0.07% | 2,595 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $24.41万 | 0.07% | 1,924 | 1,924 | — | $24.41万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $24.67万 | 0.07% | 907 | 907 | — | $24.67万 | 新建仓 |
| TFC | TRUIST FINL CORP | $24.74万 | 0.07% | 4,966 | 15 | 0.3% | $747 | 加仓 |
| NFLX | NETFLIX INC. | $24.78万 | 0.07% | 3,471 | 61 | 1.8% | $4,355 | 加仓 |
| ONTO | ONTO INNOVATION INC | $25.58万 | 0.07% | 676 | 676 | — | $25.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $26.61万 | 0.08% | 614 | -531 | -46.4% | -$23.01万 | 减仓 |
| — | EXXON MOBIL CORP | $27.12万 | 0.08% | 1,983 | 45 | 2.3% | $6,154 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $28.17万 | 0.08% | 2,842 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $28.75万 | 0.08% | 9,094 | -8,742 | -49.0% | -$27.63万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.29万 | 0.09% | 410 | -25 | -5.7% | -$1.91万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.90万 | 0.10% | 689 | -107 | -13.4% | -$5.11万 | 减仓 |
| CAT | CATERPILLAR INC | $35.35万 | 0.10% | 332 | 13 | 4.1% | $1.38万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $35.51万 | 0.10% | 2,996 | -278 | -8.5% | -$3.30万 | 减仓 |
| ZTS | ZOETIS INC | $36.03万 | 0.11% | 5,014 | -10,289 | -67.2% | -$73.94万 | 减仓 |
| APP | APPLOVIN CORP | $36.89万 | 0.11% | 716 | -39 | -5.2% | -$2.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $38.25万 | 0.11% | 529 | 529 | — | $38.25万 | 新建仓 |
| GEV | GE VERNOVA INC | $40.06万 | 0.12% | 341 | -6 | -1.7% | -$7,049 | 减仓 |
| ITOT | ISHARES TR | $40.49万 | 0.12% | 2,465 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $42.45万 | 0.12% | 9,268 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $43.23万 | 0.13% | 1,521 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $43.96万 | 0.13% | 5,435 | 5,435 | — | $43.96万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $44.61万 | 0.13% | 3,732 | 4 | 0.1% | $478 | 加仓 |
| SAN | BANCO SANTANDER SA | $44.70万 | 0.13% | 32,394 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $44.78万 | 0.13% | 1,144 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $45.98万 | 0.13% | 19,548 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.03万 | 0.14% | 643 | -130 | -16.8% | -$9.71万 | 减仓 |
| EME | EMCOR GROUP INC | $48.55万 | 0.14% | 585 | -295 | -33.5% | -$24.48万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $48.72万 | 0.14% | 1,315 | 2 | 0.2% | $741 | 加仓 |
| BIL | SPDR SERIES TRUST | $49.80万 | 0.15% | 5,434 | -4,974 | -47.8% | -$45.58万 | 减仓 |
| SSD | SIMPSON MFG INC | $49.95万 | 0.15% | 2,386 | -194 | -7.5% | -$4.06万 | 减仓 |
| GE | GE AEROSPACE | $51.39万 | 0.15% | 1,375 | -44 | -3.1% | -$1.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.95万 | 0.15% | 1,714 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $55.85万 | 0.16% | 5,536 | 78 | 1.4% | $7,869 | 加仓 |
| SNDK | SANDISK CORP | $57.07万 | 0.17% | 251 | 251 | — | $57.07万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $57.86万 | 0.17% | 12,063 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $57.89万 | 0.17% | 6,048 | 15 | 0.2% | $1,436 | 加仓 |
| COR | CENCORA INC | $59.34万 | 0.17% | 2,097 | 147 | 7.5% | $4.16万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $61.40万 | 0.18% | 12,140 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $62.77万 | 0.18% | 12,186 | 149 | 1.2% | $7,675 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.00万 | 0.20% | 1,379 | -33 | -2.3% | -$1.65万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $72.81万 | 0.21% | 4,085 | 4,085 | — | $72.81万 | 新建仓 |
| RBC | RBC BEARINGS INC | $73.04万 | 0.21% | 1,134 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $78.00万 | 0.23% | 19,002 | -245 | -1.3% | -$1.01万 | 减仓 |
| O | REALTY INCOME CORP | $78.74万 | 0.23% | 12,707 | -739 | -5.5% | -$4.58万 | 减仓 |
| TSLA | TESLA INC | $84.71万 | 0.25% | 2,014 | -22 | -1.1% | -$9,253 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $85.18万 | 0.25% | 6,220 | 6,220 | — | $85.18万 | 新建仓 |
| WFC | WELLS FARGO & CO | $89.10万 | 0.26% | 10,782 | 72 | 0.7% | $5,950 | 加仓 |
| PPG | PPG INDS INC | $90.74万 | 0.26% | 7,481 | -201 | -2.6% | -$2.44万 | 减仓 |
| AON | AON PLC | $95.66万 | 0.28% | 2,884 | 5 | 0.2% | $1,658 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.07万 | 0.28% | 1,671 | -273 | -14.0% | -$15.86万 | 减仓 |
| META | META PLATFORMS INC | $97.45万 | 0.28% | 1,730 | -93 | -5.1% | -$5.24万 | 减仓 |
| SYK | STRYKER CORPORATION | $97.69万 | 0.28% | 3,103 | -120 | -3.7% | -$3.78万 | 减仓 |
| PLD | PROLOGIS INC. | $100.98万 | 0.29% | 7,454 | -488 | -6.1% | -$6.61万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $103.39万 | 0.30% | 3,558 | -191 | -5.1% | -$5.55万 | 减仓 |
| BAC | BANK OF AMER CORP | $105.71万 | 0.31% | 18,552 | 100 | 0.5% | $5,698 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.23万 | 0.31% | 2,580 | 13 | 0.5% | $5,403 | 加仓 |
| AMGN | AMGEN INC | $116.17万 | 0.34% | 3,208 | -222 | -6.5% | -$8.04万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $116.89万 | 0.34% | 22,920 | 6,965 | 43.7% | $35.52万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $121.31万 | 0.35% | 10,389 | -467 | -4.3% | -$5.45万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $121.67万 | 0.35% | 21,069 | -428 | -2.0% | -$2.47万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $123.45万 | 0.36% | 3,485 | -86 | -2.4% | -$3.05万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $125.77万 | 0.37% | 10,107 | 1,441 | 16.6% | $17.93万 | 加仓 |
| ECL | ECOLAB INC | $130.42万 | 0.38% | 4,681 | -83 | -1.7% | -$2.31万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $131.13万 | 0.38% | 10,623 | -335 | -3.1% | -$4.14万 | 减仓 |
| WMT | WALMART INC | $138.01万 | 0.40% | 12,185 | -450 | -3.6% | -$5.10万 | 减仓 |
| GOOG | ALPHABET INC | $138.51万 | 0.40% | 3,920 | 69 | 1.8% | $2.44万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $143.18万 | 0.42% | 4,227 | -124 | -2.8% | -$4.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $152.66万 | 0.45% | 4,664 | -50 | -1.1% | -$1.64万 | 减仓 |
| ADI | ANALOG DEVICES INC | $155.73万 | 0.45% | 3,921 | -736 | -15.8% | -$29.23万 | 减仓 |
| LIN | LINDE PLC | $159.99万 | 0.47% | 3,083 | -71 | -2.3% | -$3.68万 | 减仓 |
| AMZN | AMAZON COM INC | $165.43万 | 0.48% | 6,941 | -286 | -4.0% | -$6.82万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $180.09万 | 0.52% | 14,628 | -308 | -2.1% | -$3.79万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $182.16万 | 0.53% | 13,844 | -194 | -1.4% | -$2.55万 | 减仓 |
| PAYX | PAYCHEX INC | $182.85万 | 0.53% | 18,596 | 1,497 | 8.8% | $14.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.19万 | 0.55% | 2,001 | -38 | -1.9% | -$3.55万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $191.61万 | 0.56% | 21,116 | 1,782 | 9.2% | $16.17万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $193.89万 | 0.57% | 33,522 | -31 | -0.1% | -$1,793 | 减仓 |
| SPGI | S&P GLOBAL INC | $198.46万 | 0.58% | 4,873 | 4,305 | 757.9% | $175.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $199.05万 | 0.58% | 13,574 | 156 | 1.2% | $2.29万 | 加仓 |
| MCD | MCDONALDS CORP | $207.03万 | 0.60% | 7,659 | -132 | -1.7% | -$3.57万 | 减仓 |
| BLK | BLACKROCK INC | $210.20万 | 0.61% | 2,186 | -31 | -1.4% | -$2.98万 | 减仓 |