PFW Advisors LLC
ATLANTA GA · SEC CIK 0001989744
$3.18亿2026Q1 申报市值
118持仓数
55.3%前十大占比 · 第一大 10.8%
7 / 12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
WCPB 新建仓+$841.45万
VBIL 加仓+$205.41万
FRT 新建仓+$116.38万
MA 加仓+$100.53万
AVGO 加仓+$74.41万
2026Q1 卖出最多 按季末市值估算
AGG 清仓-$689.68万
IUSB 清仓-$601.71万
EMR 清仓-$253.47万
PHYL 减仓-$225.90万
SBUX 清仓-$156.37万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $210.55万 | 0.66% | 7,322 | 54 | 0.7% | $1.55万 | 加仓 |
| BLK | BLACKROCK INC | $213.21万 | 0.67% | 2,217 | -39 | -1.7% | -$3.75万 | 减仓 |
| HD | HOME DEPOT INC | $220.72万 | 0.69% | 6,711 | -15 | -0.2% | -$4,933 | 减仓 |
| VO | VANGUARD INDEX FDS | $228.71万 | 0.72% | 7,964 | -1,365 | -14.6% | -$39.20万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $232.23万 | 0.73% | 8,922 | -8 | -0.1% | -$2,082 | 减仓 |
| PHYL | PGIM ETF TR | $232.82万 | 0.73% | 67,232 | -65,233 | -49.2% | -$225.90万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $234.91万 | 0.74% | 14,936 | -15 | -0.1% | -$2,359 | 减仓 |
| MCD | MCDONALDS CORP | $242.14万 | 0.76% | 7,791 | 7 | 0.1% | $2,176 | 加仓 |
| V | VISA INC | $260.26万 | 0.82% | 8,611 | 89 | 1.0% | $2.69万 | 加仓 |
| CSCO | CISCO SYS INC | $275.25万 | 0.87% | 35,475 | -154 | -0.4% | -$1.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $291.63万 | 0.92% | 31,399 | -34 | -0.1% | -$3,158 | 减仓 |
| PSX | PHILLIPS 66 | $305.53万 | 0.96% | 16,771 | -383 | -2.2% | -$6.98万 | 减仓 |
| ACWI | ISHARES TR | $317.81万 | 1.00% | 22,968 | -1,903 | -7.7% | -$26.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $319.68万 | 1.01% | 8,636 | -987 | -10.3% | -$36.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $320.31万 | 1.01% | 13,104 | -174 | -1.3% | -$4.25万 | 减仓 |
| EFA | ISHARES TR | $381.99万 | 1.20% | 39,328 | -7 | -0.0% | -$680 | 减仓 |
| NVDA | NVIDIA CORPORATION | $413.33万 | 1.30% | 23,700 | 124 | 0.5% | $2.16万 | 加仓 |
| AAPL | APPLE INC | $595.77万 | 1.87% | 23,475 | -10 | -0.0% | -$2,538 | 减仓 |
| MINT | PIMCO ETF TR | $614.25万 | 1.93% | 61,077 | -14,084 | -18.7% | -$141.64万 | 减仓 |
| IWM | ISHARES TR | $615.91万 | 1.94% | 24,835 | -2,021 | -7.5% | -$50.12万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $668.84万 | 2.10% | 97,243 | 1,954 | 2.1% | $13.44万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $691.92万 | 2.18% | 91,463 | 27,152 | 42.2% | $205.41万 | 加仓 |
| EEM | ISHARES TR | $695.71万 | 2.19% | 122,506 | -6,572 | -5.1% | -$37.32万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $841.45万 | 2.65% | 332,721 | 332,721 | — | $841.45万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $908.19万 | 2.86% | 168,028 | 45 | 0.0% | $2,432 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,217.02万 | 3.83% | 189,923 | 235 | 0.1% | $1.51万 | 加仓 |
| IWR | ISHARES TR | $1,763.44万 | 5.55% | 181,368 | -1,066 | -0.6% | -$10.36万 | 减仓 |
| IWD | ISHARES TR | $2,372.06万 | 7.46% | 111,015 | -2,934 | -2.6% | -$62.69万 | 减仓 |
| IWF | ISHARES TR | $2,729.22万 | 8.58% | 64,006 | -264 | -0.4% | -$11.26万 | 减仓 |
| VMC | VULCAN MATLS CO | $2,918.78万 | 9.18% | 107,190 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3,445.89万 | 10.84% | 453,109 | -763 | -0.2% | -$5.80万 | 减仓 |