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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $3,445.89万 | 10.84% | 453,109 | -763 | -0.2% | -$5.80万 | 减仓 |
| VMC | VULCAN MATLS CO | $2,918.78万 | 9.18% | 107,190 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $2,729.22万 | 8.58% | 64,006 | -264 | -0.4% | -$11.26万 | 减仓 |
| IWD | ISHARES TR | $2,372.06万 | 7.46% | 111,015 | -2,934 | -2.6% | -$62.69万 | 减仓 |
| IWR | ISHARES TR | $1,763.44万 | 5.55% | 181,368 | -1,066 | -0.6% | -$10.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,217.02万 | 3.83% | 189,923 | 235 | 0.1% | $1.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $908.19万 | 2.86% | 168,028 | 45 | 0.0% | $2,432 | 加仓 |
| WCPB | NORTHERN LTS FD TR II | $841.45万 | 2.65% | 332,721 | 332,721 | — | $841.45万 | 新建仓 |
| EEM | ISHARES TR | $695.71万 | 2.19% | 122,506 | -6,572 | -5.1% | -$37.32万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $691.92万 | 2.18% | 91,463 | 27,152 | 42.2% | $205.41万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $668.84万 | 2.10% | 97,243 | 1,954 | 2.1% | $13.44万 | 加仓 |
| IWM | ISHARES TR | $615.91万 | 1.94% | 24,835 | -2,021 | -7.5% | -$50.12万 | 减仓 |
| MINT | PIMCO ETF TR | $614.25万 | 1.93% | 61,077 | -14,084 | -18.7% | -$141.64万 | 减仓 |
| AAPL | APPLE INC | $595.77万 | 1.87% | 23,475 | -10 | -0.0% | -$2,538 | 减仓 |
| NVDA | NVIDIA CORPORATION | $413.33万 | 1.30% | 23,700 | 124 | 0.5% | $2.16万 | 加仓 |
| EFA | ISHARES TR | $381.99万 | 1.20% | 39,328 | -7 | -0.0% | -$680 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $320.31万 | 1.01% | 13,104 | -174 | -1.3% | -$4.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $319.68万 | 1.01% | 8,636 | -987 | -10.3% | -$36.54万 | 减仓 |
| ACWI | ISHARES TR | $317.81万 | 1.00% | 22,968 | -1,903 | -7.7% | -$26.33万 | 减仓 |
| PSX | PHILLIPS 66 | $305.53万 | 0.96% | 16,771 | -383 | -2.2% | -$6.98万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $291.63万 | 0.92% | 31,399 | -34 | -0.1% | -$3,158 | 减仓 |
| CSCO | CISCO SYS INC | $275.25万 | 0.87% | 35,475 | -154 | -0.4% | -$1.19万 | 减仓 |
| V | VISA INC | $260.26万 | 0.82% | 8,611 | 89 | 1.0% | $2.69万 | 加仓 |
| MCD | MCDONALDS CORP | $242.14万 | 0.76% | 7,791 | 7 | 0.1% | $2,176 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $234.91万 | 0.74% | 14,936 | -15 | -0.1% | -$2,359 | 减仓 |
| PHYL | PGIM ETF TR | $232.82万 | 0.73% | 67,232 | -65,233 | -49.2% | -$225.90万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $232.23万 | 0.73% | 8,922 | -8 | -0.1% | -$2,082 | 减仓 |
| VO | VANGUARD INDEX FDS | $228.71万 | 0.72% | 7,964 | -1,365 | -14.6% | -$39.20万 | 减仓 |
| HD | HOME DEPOT INC | $220.72万 | 0.69% | 6,711 | -15 | -0.2% | -$4,933 | 减仓 |
| BLK | BLACKROCK INC | $213.21万 | 0.67% | 2,217 | -39 | -1.7% | -$3.75万 | 减仓 |
| GOOGL | ALPHABET INC | $210.55万 | 0.66% | 7,322 | 54 | 0.7% | $1.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.17万 | 0.64% | 2,039 | -2 | -0.1% | -$1,993 | 减仓 |
| ABT | ABBOTT LABORATORIES | $198.50万 | 0.62% | 19,334 | 147 | 0.8% | $1.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.81万 | 0.61% | 13,418 | -378 | -2.7% | -$5.46万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $193.40万 | 0.61% | 33,553 | 209 | 0.6% | $1.20万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $192.80万 | 0.61% | 19,247 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $191.04万 | 0.60% | 14,038 | 67 | 0.5% | $9,118 | 加仓 |
| AVGO | BROADCOM INC | $189.57万 | 0.60% | 6,125 | 2,404 | 64.6% | $74.41万 | 加仓 |
| ZTS | ZOETIS INC | $180.90万 | 0.57% | 15,303 | 4,784 | 45.5% | $56.55万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $171.84万 | 0.54% | 8,666 | 919 | 11.9% | $18.22万 | 加仓 |
| LLY | ELI LILLY & CO | $171.26万 | 0.54% | 1,862 | 13 | 0.7% | $1.20万 | 加仓 |
| PAYX | PAYCHEX INC | $157.52万 | 0.50% | 17,099 | 562 | 3.4% | $5.18万 | 加仓 |
| WMT | WALMART INC | $157.03万 | 0.49% | 12,635 | -2,561 | -16.9% | -$31.83万 | 减仓 |
| LIN | LINDE PLC | $156.36万 | 0.49% | 3,154 | -2 | -0.1% | -$992 | 减仓 |
| AMZN | AMAZON COM INC | $150.52万 | 0.47% | 7,227 | -13 | -0.2% | -$2,708 | 减仓 |
| MA | MASTERCARD INCORPORATED | $148.70万 | 0.47% | 2,976 | 2,012 | 208.7% | $100.53万 | 加仓 |
| ADI | ANALOG DEVICES INC | $148.16万 | 0.47% | 4,657 | -556 | -10.7% | -$17.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $138.68万 | 0.44% | 4,714 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $129.40万 | 0.41% | 3,749 | -49 | -1.3% | -$1.69万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $128.41万 | 0.40% | 4,351 | -3 | -0.1% | -$885 | 减仓 |
| ECL | ECOLAB INC | $126.73万 | 0.40% | 4,764 | -5 | -0.1% | -$1,330 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $125.68万 | 0.40% | 10,856 | -14 | -0.1% | -$1,621 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $122.56万 | 0.39% | 3,571 | -4 | -0.1% | -$1,373 | 减仓 |
| AMGN | AMGEN INC | $120.68万 | 0.38% | 3,430 | 50 | 1.5% | $1.76万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $116.38万 | 0.37% | 10,958 | 10,958 | — | $116.38万 | 新建仓 |
| GOOG | ALPHABET INC | $110.47万 | 0.35% | 3,851 | -4 | -0.1% | -$1,147 | 减仓 |
| SYK | STRYKER CORPORATION | $105.90万 | 0.33% | 3,223 | -1 | -0.0% | -$329 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $105.77万 | 0.33% | 21,497 | -19 | -0.1% | -$935 | 减仓 |
| PLD | PROLOGIS INC. | $104.98万 | 0.33% | 7,942 | -6 | -0.1% | -$793 | 减仓 |
| META | META PLATFORMS INC | $104.30万 | 0.33% | 1,823 | 50 | 2.8% | $2.86万 | 加仓 |
| NKE | NIKE INC | $101.66万 | 0.32% | 19,247 | 10,741 | 126.3% | $56.73万 | 加仓 |
| BIL | SPDR SERIES TRUST | $95.38万 | 0.30% | 10,408 | 7,567 | 266.3% | $69.34万 | 加仓 |
| AON | AON PLC | $92.93万 | 0.29% | 2,879 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $89.95万 | 0.28% | 18,452 | 2 | 0.0% | $97 | 加仓 |
| WFC | WELLS FARGO & CO | $85.26万 | 0.27% | 10,710 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $82.26万 | 0.26% | 13,446 | 70 | 0.5% | $4,283 | 加仓 |
| PPG | PPG INDS INC | $82.11万 | 0.26% | 7,682 | 43 | 0.6% | $4,596 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $81.34万 | 0.26% | 15,955 | 3,868 | 32.0% | $19.72万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $80.80万 | 0.25% | 17,836 | -19 | -0.1% | -$861 | 减仓 |
| TSLA | TESLA INC | $75.69万 | 0.24% | 2,036 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $69.46万 | 0.22% | 2,567 | -45 | -1.7% | -$1.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.66万 | 0.21% | 1,412 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $64.97万 | 0.20% | 880 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $61.59万 | 0.19% | 1,134 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $61.26万 | 0.19% | 1,950 | 15 | 0.8% | $4,712 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $60.57万 | 0.19% | 12,140 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $60.35万 | 0.19% | 12,037 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $58.23万 | 0.18% | 6,033 | 1 | 0.0% | $97 | 加仓 |
| SHM | SPDR SERIES TRUST | $57.70万 | 0.18% | 12,063 | 1,136 | 10.4% | $5.43万 | 加仓 |
| MKC | MCCORMICK & CO INC | $53.47万 | 0.17% | 10,601 | 84 | 0.8% | $4,237 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $50.28万 | 0.16% | 773 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $47.02万 | 0.15% | 5,458 | 5,458 | — | $47.02万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $44.92万 | 0.14% | 19,548 | 580 | 3.1% | $1.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $44.89万 | 0.14% | 1,714 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $44.28万 | 0.14% | 2,580 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $42.94万 | 0.14% | 1,313 | 2 | 0.2% | $654 | 加仓 |
| TFI | SPDR SERIES TRUST | $42.02万 | 0.13% | 9,268 | 951 | 11.4% | $4.31万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $40.65万 | 0.13% | 2,842 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.27万 | 0.13% | 1,419 | 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 |
| PRI | PRIMERICA INC | $38.10万 | 0.12% | 1,521 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $36.54万 | 0.11% | 32,394 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $35.11万 | 0.11% | 2,465 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.21万 | 0.10% | 1,144 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $32.87万 | 0.10% | 1,938 | 3 | 0.2% | $509 | 加仓 |
| NFLX | NETFLIX INC. | $32.79万 | 0.10% | 3,410 | -140 | -3.9% | -$1.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.54万 | 0.10% | 466 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $30.61万 | 0.10% | 3,274 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.29万 | 0.10% | 347 | 24 | 7.4% | $2.09万 | 加仓 |
| APP | APPLOVIN CORP | $30.05万 | 0.09% | 755 | 81 | 12.0% | $3.22万 | 加仓 |