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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -69,051 | -100.0% | -$689.68万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -129,289 | -100.0% | -$601.71万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -19,098 | -100.0% | -$253.47万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -18,569 | -100.0% | -$156.37万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -3,342 | -100.0% | -$82.55万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -26,295 | -100.0% | -$82.07万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,896 | -100.0% | -$76.01万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -8,473 | -100.0% | -$42.41万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -793 | -100.0% | -$23.49万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,496 | -100.0% | -$23.06万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,283 | -100.0% | -$22.35万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,020 | -100.0% | -$20.27万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.09万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $20.42万 | 0.06% | 1,534 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $20.52万 | 0.06% | 1,161 | -282 | -19.5% | -$4.98万 | 重新持有 |
| NEM | NEWMONT CORP | $20.87万 | 0.07% | 1,928 | 1,928 | — | $20.87万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.87万 | 0.07% | 1,057 | 1,057 | — | $21.87万 | 新建仓 |
| NVS | NOVARTIS AG | $22.26万 | 0.07% | 1,457 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.60万 | 0.07% | 319 | 319 | — | $22.60万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.76万 | 0.07% | 1,425 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $22.76万 | 0.07% | 4,951 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $23.76万 | 0.07% | 3,303 | -7 | -0.2% | -$504 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.95万 | 0.08% | 2,595 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $24.16万 | 0.08% | 568 | 134 | 30.9% | $5.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $24.34万 | 0.08% | 1,844 | -867 | -32.0% | -$11.44万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $24.46万 | 0.08% | 1,145 | 1,145 | — | $24.46万 | 新建仓 |
| GGG | GRACO INC | $24.84万 | 0.08% | 2,935 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $25.45万 | 0.08% | 2,737 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $25.59万 | 0.08% | 148 | 18 | 13.8% | $3.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.90万 | 0.08% | 796 | 58 | 7.9% | $1.96万 | 重新持有 |
| APP | APPLOVIN CORP | $30.05万 | 0.09% | 755 | 81 | 12.0% | $3.22万 | 加仓 |
| GEV | GE VERNOVA INC | $30.29万 | 0.10% | 347 | 24 | 7.4% | $2.09万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $30.61万 | 0.10% | 3,274 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $32.54万 | 0.10% | 466 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.79万 | 0.10% | 3,410 | -140 | -3.9% | -$1.35万 | 减仓 |
| — | EXXON MOBIL CORP | $32.87万 | 0.10% | 1,938 | 3 | 0.2% | $509 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.21万 | 0.10% | 1,144 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $35.11万 | 0.11% | 2,465 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $36.54万 | 0.11% | 32,394 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $38.10万 | 0.12% | 1,521 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.55万 | 0.12% | 1,944 | -81 | -4.0% | -$1.65万 | 减仓 |
| GE | GE AEROSPACE | $40.27万 | 0.13% | 1,419 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $40.65万 | 0.13% | 2,842 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $42.02万 | 0.13% | 9,268 | 951 | 11.4% | $4.31万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.94万 | 0.14% | 1,313 | 2 | 0.2% | $654 | 加仓 |
| SSD | SIMPSON MFG INC | $44.28万 | 0.14% | 2,580 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $44.89万 | 0.14% | 1,714 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $44.92万 | 0.14% | 19,548 | 580 | 3.1% | $1.33万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $47.02万 | 0.15% | 5,458 | 5,458 | — | $47.02万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.28万 | 0.16% | 773 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $53.47万 | 0.17% | 10,601 | 84 | 0.8% | $4,237 | 加仓 |
| SHM | SPDR SERIES TRUST | $57.70万 | 0.18% | 12,063 | 1,136 | 10.4% | $5.43万 | 加仓 |
| SO | SOUTHERN CO | $58.23万 | 0.18% | 6,033 | 1 | 0.0% | $97 | 加仓 |
| HYD | VANECK ETF TRUST | $60.35万 | 0.19% | 12,037 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $60.57万 | 0.19% | 12,140 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $61.26万 | 0.19% | 1,950 | 15 | 0.8% | $4,712 | 加仓 |
| RBC | RBC BEARINGS INC | $61.59万 | 0.19% | 1,134 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $64.97万 | 0.20% | 880 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.66万 | 0.21% | 1,412 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $69.46万 | 0.22% | 2,567 | -45 | -1.7% | -$1.22万 | 减仓 |
| TSLA | TESLA INC | $75.69万 | 0.24% | 2,036 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $80.80万 | 0.25% | 17,836 | -19 | -0.1% | -$861 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $81.34万 | 0.26% | 15,955 | 3,868 | 32.0% | $19.72万 | 加仓 |
| PPG | PPG INDS INC | $82.11万 | 0.26% | 7,682 | 43 | 0.6% | $4,596 | 加仓 |
| O | REALTY INCOME CORP | $82.26万 | 0.26% | 13,446 | 70 | 0.5% | $4,283 | 加仓 |
| WFC | WELLS FARGO & CO | $85.26万 | 0.27% | 10,710 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $89.95万 | 0.28% | 18,452 | 2 | 0.0% | $97 | 加仓 |
| AON | AON PLC | $92.93万 | 0.29% | 2,879 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $95.38万 | 0.30% | 10,408 | 7,567 | 266.3% | $69.34万 | 加仓 |
| NKE | NIKE INC | $101.66万 | 0.32% | 19,247 | 10,741 | 126.3% | $56.73万 | 加仓 |
| META | META PLATFORMS INC | $104.30万 | 0.33% | 1,823 | 50 | 2.8% | $2.86万 | 加仓 |
| PLD | PROLOGIS INC. | $104.98万 | 0.33% | 7,942 | -6 | -0.1% | -$793 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $105.77万 | 0.33% | 21,497 | -19 | -0.1% | -$935 | 减仓 |
| SYK | STRYKER CORPORATION | $105.90万 | 0.33% | 3,223 | -1 | -0.0% | -$329 | 减仓 |
| GOOG | ALPHABET INC | $110.47万 | 0.35% | 3,851 | -4 | -0.1% | -$1,147 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $116.38万 | 0.37% | 10,958 | 10,958 | — | $116.38万 | 新建仓 |
| AMGN | AMGEN INC | $120.68万 | 0.38% | 3,430 | 50 | 1.5% | $1.76万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $122.56万 | 0.39% | 3,571 | -4 | -0.1% | -$1,373 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $125.68万 | 0.40% | 10,856 | -14 | -0.1% | -$1,621 | 减仓 |
| ECL | ECOLAB INC | $126.73万 | 0.40% | 4,764 | -5 | -0.1% | -$1,330 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $128.41万 | 0.40% | 4,351 | -3 | -0.1% | -$885 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $129.40万 | 0.41% | 3,749 | -49 | -1.3% | -$1.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $138.68万 | 0.44% | 4,714 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $148.16万 | 0.47% | 4,657 | -556 | -10.7% | -$17.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $148.70万 | 0.47% | 2,976 | 2,012 | 208.7% | $100.53万 | 加仓 |
| AMZN | AMAZON COM INC | $150.52万 | 0.47% | 7,227 | -13 | -0.2% | -$2,708 | 减仓 |
| LIN | LINDE PLC | $156.36万 | 0.49% | 3,154 | -2 | -0.1% | -$992 | 减仓 |
| WMT | WALMART INC | $157.03万 | 0.49% | 12,635 | -2,561 | -16.9% | -$31.83万 | 减仓 |
| PAYX | PAYCHEX INC | $157.52万 | 0.50% | 17,099 | 562 | 3.4% | $5.18万 | 加仓 |
| LLY | ELI LILLY & CO | $171.26万 | 0.54% | 1,862 | 13 | 0.7% | $1.20万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $171.84万 | 0.54% | 8,666 | 919 | 11.9% | $18.22万 | 加仓 |
| ZTS | ZOETIS INC | $180.90万 | 0.57% | 15,303 | 4,784 | 45.5% | $56.55万 | 加仓 |
| AVGO | BROADCOM INC | $189.57万 | 0.60% | 6,125 | 2,404 | 64.6% | $74.41万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $191.04万 | 0.60% | 14,038 | 67 | 0.5% | $9,118 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $192.80万 | 0.61% | 19,247 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $193.40万 | 0.61% | 33,553 | 209 | 0.6% | $1.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.81万 | 0.61% | 13,418 | -378 | -2.7% | -$5.46万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $198.50万 | 0.62% | 19,334 | 147 | 0.8% | $1.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.17万 | 0.64% | 2,039 | -2 | -0.1% | -$1,993 | 减仓 |