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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $35.35万 | 0.10% | 332 | 13 | 4.1% | $1.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.90万 | 0.10% | 689 | -107 | -13.4% | -$5.11万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.29万 | 0.09% | 410 | -25 | -5.7% | -$1.91万 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $28.75万 | 0.08% | 9,094 | -8,742 | -49.0% | -$27.63万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $28.17万 | 0.08% | 2,842 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.12万 | 0.08% | 1,983 | 45 | 2.3% | $6,154 | 加仓 |
| LRCX | LAM RESEARCH CORP | $26.61万 | 0.08% | 614 | -531 | -46.4% | -$23.01万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $25.58万 | 0.07% | 676 | 676 | — | $25.58万 | 新建仓 |
| NFLX | NETFLIX INC. | $24.78万 | 0.07% | 3,471 | 61 | 1.8% | $4,355 | 加仓 |
| TFC | TRUIST FINL CORP | $24.74万 | 0.07% | 4,966 | 15 | 0.3% | $747 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $24.67万 | 0.07% | 907 | 907 | — | $24.67万 | 新建仓 |
| AAON | AAON INC | $24.41万 | 0.07% | 1,924 | 1,924 | — | $24.41万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.90万 | 0.07% | 2,595 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.96万 | 0.07% | 1,465 | 8 | 0.5% | $1,254 | 加仓 |
| GGG | GRACO INC | $22.19万 | 0.06% | 2,935 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $22.07万 | 0.06% | 130 | -18 | -12.2% | -$3.06万 | 减仓 |
| ABBV | ABBVIE INC | $21.89万 | 0.06% | 870 | 870 | — | $21.89万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.81万 | 0.06% | 439 | -11 | -2.4% | -$5,464 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.20万 | 0.06% | 2,938 | -365 | -11.1% | -$2.63万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.74万 | 0.06% | 311 | 311 | — | $20.74万 | 新建仓 |
| SHEL | SHELL PLC | $20.45万 | 0.06% | 2,637 | -100 | -3.7% | -$7,754 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.43万 | 0.06% | 177 | 177 | — | $20.43万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.32万 | 0.06% | 1,341 | -84 | -5.9% | -$1.27万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.65万 | 0.02% | 14,979 | 14,979 | — | $5.65万 | 新建仓 |
| 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 |