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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.90万 | 0.08% | 796 | 58 | 7.9% | $1.96万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $25.59万 | 0.08% | 148 | 18 | 13.8% | $3.11万 | 加仓 |
| SHEL | SHELL PLC | $25.45万 | 0.08% | 2,737 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $24.84万 | 0.08% | 2,935 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.46万 | 0.08% | 1,145 | 1,145 | — | $24.46万 | 新建仓 |
| COP | CONOCOPHILLIPS | $24.34万 | 0.08% | 1,844 | -867 | -32.0% | -$11.44万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $24.16万 | 0.08% | 568 | 134 | 30.9% | $5.70万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.95万 | 0.08% | 2,595 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $23.76万 | 0.07% | 3,303 | -7 | -0.2% | -$504 | 减仓 |
| TFC | TRUIST FINL CORP | $22.76万 | 0.07% | 4,951 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $22.76万 | 0.07% | 1,425 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.60万 | 0.07% | 319 | 319 | — | $22.60万 | 新建仓 |
| NVS | NOVARTIS AG | $22.26万 | 0.07% | 1,457 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.87万 | 0.07% | 1,057 | 1,057 | — | $21.87万 | 新建仓 |
| NEM | NEWMONT CORP | $20.87万 | 0.07% | 1,928 | 1,928 | — | $20.87万 | 新建仓 |
| FCN | FTI CONSULTING INC | $20.52万 | 0.06% | 1,161 | -282 | -19.5% | -$4.98万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $20.42万 | 0.06% | 1,534 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.09万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| 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 |