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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $3,678.77万 | 10.72% | 452,660 | -449 | -0.1% | -$3.65万 | 减仓 |
| VMC | VULCAN MATLS CO | $3,161.15万 | 9.22% | 107,154 | -36 | -0.0% | -$1.06万 | 减仓 |
| IWF | ISHARES TR | $3,150.28万 | 9.18% | 253,707 | -2,317 | -0.9% | -$28.77万 | 减仓 |
| IWD | ISHARES TR | $2,664.40万 | 7.77% | 109,904 | -1,111 | -1.0% | -$26.93万 | 减仓 |
| IWR | ISHARES TR | $1,982.66万 | 5.78% | 179,719 | -1,649 | -0.9% | -$18.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,342.61万 | 3.91% | 188,437 | -1,486 | -0.8% | -$10.59万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $985.77万 | 2.87% | 165,149 | -2,879 | -1.7% | -$17.18万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $868.98万 | 2.53% | 342,791 | 10,070 | 3.0% | $25.53万 | 加仓 |
| EEM | ISHARES TR | $818.16万 | 2.39% | 119,596 | -2,910 | -2.4% | -$19.91万 | 减仓 |
| IWM | ISHARES TR | $738.78万 | 2.15% | 24,589 | -246 | -1.0% | -$7.39万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $687.91万 | 2.01% | 99,799 | 2,556 | 2.6% | $17.62万 | 加仓 |
| AAPL | APPLE INC | $649.35万 | 1.89% | 22,441 | -1,034 | -4.4% | -$29.92万 | 减仓 |
| MINT | PIMCO ETF TR | $627.53万 | 1.83% | 62,249 | 1,172 | 1.9% | $11.81万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $618.24万 | 1.80% | 81,692 | -9,771 | -10.7% | -$73.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $447.70万 | 1.31% | 22,375 | -1,325 | -5.6% | -$26.51万 | 减仓 |
| EFA | ISHARES TR | $397.95万 | 1.16% | 38,309 | -1,019 | -2.6% | -$10.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $361.46万 | 1.05% | 9,690 | 1,054 | 12.2% | $39.32万 | 加仓 |
| ACWI | ISHARES TR | $355.56万 | 1.04% | 22,652 | -316 | -1.4% | -$4.96万 | 减仓 |
| LLY | ELI LILLY & CO | $323.25万 | 0.94% | 2,695 | 833 | 44.7% | $99.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $315.54万 | 0.92% | 12,424 | -680 | -5.2% | -$17.27万 | 减仓 |
| CSCO | CISCO SYS INC | $312.37万 | 0.91% | 26,594 | -8,881 | -25.0% | -$104.32万 | 减仓 |
| V | VISA INC | $286.99万 | 0.84% | 8,365 | -246 | -2.9% | -$8.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $258.59万 | 0.75% | 29,462 | -1,937 | -6.2% | -$17.00万 | 减仓 |
| GOOGL | ALPHABET INC | $257.34万 | 0.75% | 7,201 | -121 | -1.7% | -$4.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $245.91万 | 0.72% | 4,788 | 1,812 | 60.9% | $93.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $236.58万 | 0.69% | 29,363 | -2,493 | -7.8% | -$20.09万 | 减仓 |
| PHYL | PGIM ETF TR | $234.34万 | 0.68% | 67,184 | -48 | -0.1% | -$1,674 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $234.09万 | 0.68% | 8,655 | -267 | -3.0% | -$7.22万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $232.92万 | 0.68% | 19,183 | -64 | -0.3% | -$7,771 | 减仓 |
| HD | HOME DEPOT INC | $226.42万 | 0.66% | 6,420 | -291 | -4.3% | -$10.26万 | 减仓 |
| AVGO | BROADCOM INC | $226.27万 | 0.66% | 5,990 | -135 | -2.2% | -$5.10万 | 减仓 |
| BLK | BLACKROCK INC | $210.20万 | 0.61% | 2,186 | -31 | -1.4% | -$2.98万 | 减仓 |
| MCD | MCDONALDS CORP | $207.03万 | 0.60% | 7,659 | -132 | -1.7% | -$3.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $199.05万 | 0.58% | 13,574 | 156 | 1.2% | $2.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $198.46万 | 0.58% | 4,873 | 4,305 | 757.9% | $175.33万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $193.89万 | 0.57% | 33,522 | -31 | -0.1% | -$1,793 | 减仓 |
| ABT | ABBOTT LABORATORIES | $191.61万 | 0.56% | 21,116 | 1,782 | 9.2% | $16.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.19万 | 0.55% | 2,001 | -38 | -1.9% | -$3.55万 | 减仓 |
| PAYX | PAYCHEX INC | $182.85万 | 0.53% | 18,596 | 1,497 | 8.8% | $14.72万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $182.16万 | 0.53% | 13,844 | -194 | -1.4% | -$2.55万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $180.09万 | 0.52% | 14,628 | -308 | -2.1% | -$3.79万 | 减仓 |
| AMZN | AMAZON COM INC | $165.43万 | 0.48% | 6,941 | -286 | -4.0% | -$6.82万 | 减仓 |
| LIN | LINDE PLC | $159.99万 | 0.47% | 3,083 | -71 | -2.3% | -$3.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $155.73万 | 0.45% | 3,921 | -736 | -15.8% | -$29.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $152.66万 | 0.45% | 4,664 | -50 | -1.1% | -$1.64万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $143.18万 | 0.42% | 4,227 | -124 | -2.8% | -$4.20万 | 减仓 |
| GOOG | ALPHABET INC | $138.51万 | 0.40% | 3,920 | 69 | 1.8% | $2.44万 | 加仓 |
| WMT | WALMART INC | $138.01万 | 0.40% | 12,185 | -450 | -3.6% | -$5.10万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $131.13万 | 0.38% | 10,623 | -335 | -3.1% | -$4.14万 | 减仓 |
| ECL | ECOLAB INC | $130.42万 | 0.38% | 4,681 | -83 | -1.7% | -$2.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $125.77万 | 0.37% | 10,107 | 1,441 | 16.6% | $17.93万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $123.45万 | 0.36% | 3,485 | -86 | -2.4% | -$3.05万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $121.67万 | 0.35% | 21,069 | -428 | -2.0% | -$2.47万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $121.31万 | 0.35% | 10,389 | -467 | -4.3% | -$5.45万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $116.89万 | 0.34% | 22,920 | 6,965 | 43.7% | $35.52万 | 加仓 |
| AMGN | AMGEN INC | $116.17万 | 0.34% | 3,208 | -222 | -6.5% | -$8.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.23万 | 0.31% | 2,580 | 13 | 0.5% | $5,403 | 加仓 |
| BAC | BANK OF AMER CORP | $105.71万 | 0.31% | 18,552 | 100 | 0.5% | $5,698 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $103.39万 | 0.30% | 3,558 | -191 | -5.1% | -$5.55万 | 减仓 |
| PLD | PROLOGIS INC. | $100.98万 | 0.29% | 7,454 | -488 | -6.1% | -$6.61万 | 减仓 |
| SYK | STRYKER CORPORATION | $97.69万 | 0.28% | 3,103 | -120 | -3.7% | -$3.78万 | 减仓 |
| META | META PLATFORMS INC | $97.45万 | 0.28% | 1,730 | -93 | -5.1% | -$5.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.07万 | 0.28% | 1,671 | -273 | -14.0% | -$15.86万 | 减仓 |
| AON | AON PLC | $95.66万 | 0.28% | 2,884 | 5 | 0.2% | $1,658 | 加仓 |
| PPG | PPG INDS INC | $90.74万 | 0.26% | 7,481 | -201 | -2.6% | -$2.44万 | 减仓 |
| WFC | WELLS FARGO & CO | $89.10万 | 0.26% | 10,782 | 72 | 0.7% | $5,950 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $85.18万 | 0.25% | 6,220 | 6,220 | — | $85.18万 | 新建仓 |
| TSLA | TESLA INC | $84.71万 | 0.25% | 2,014 | -22 | -1.1% | -$9,253 | 减仓 |
| O | REALTY INCOME CORP | $78.74万 | 0.23% | 12,707 | -739 | -5.5% | -$4.58万 | 减仓 |
| NKE | NIKE INC | $78.00万 | 0.23% | 19,002 | -245 | -1.3% | -$1.01万 | 减仓 |
| RBC | RBC BEARINGS INC | $73.04万 | 0.21% | 1,134 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $72.81万 | 0.21% | 4,085 | 4,085 | — | $72.81万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.00万 | 0.20% | 1,379 | -33 | -2.3% | -$1.65万 | 减仓 |
| HYD | VANECK ETF TRUST | $62.77万 | 0.18% | 12,186 | 149 | 1.2% | $7,675 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $61.40万 | 0.18% | 12,140 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $59.34万 | 0.17% | 2,097 | 147 | 7.5% | $4.16万 | 加仓 |
| SO | SOUTHERN CO | $57.89万 | 0.17% | 6,048 | 15 | 0.2% | $1,436 | 加仓 |
| SHM | SPDR SERIES TRUST | $57.86万 | 0.17% | 12,063 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $57.07万 | 0.17% | 251 | 251 | — | $57.07万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $55.85万 | 0.16% | 5,536 | 78 | 1.4% | $7,869 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.95万 | 0.15% | 1,714 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.39万 | 0.15% | 1,375 | -44 | -3.1% | -$1.64万 | 减仓 |
| SSD | SIMPSON MFG INC | $49.95万 | 0.15% | 2,386 | -194 | -7.5% | -$4.06万 | 减仓 |
| BIL | SPDR SERIES TRUST | $49.80万 | 0.15% | 5,434 | -4,974 | -47.8% | -$45.58万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $48.72万 | 0.14% | 1,315 | 2 | 0.2% | $741 | 加仓 |
| EME | EMCOR GROUP INC | $48.55万 | 0.14% | 585 | -295 | -33.5% | -$24.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.03万 | 0.14% | 643 | -130 | -16.8% | -$9.71万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $45.98万 | 0.13% | 19,548 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $44.78万 | 0.13% | 1,144 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $44.70万 | 0.13% | 32,394 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $44.61万 | 0.13% | 3,732 | 4 | 0.1% | $478 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $43.96万 | 0.13% | 5,435 | 5,435 | — | $43.96万 | 新建仓 |
| PRI | PRIMERICA INC | $43.23万 | 0.13% | 1,521 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $42.45万 | 0.12% | 9,268 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.49万 | 0.12% | 2,465 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $40.06万 | 0.12% | 341 | -6 | -1.7% | -$7,049 | 减仓 |
| AMAT | APPLIED MATLS INC | $38.25万 | 0.11% | 529 | 529 | — | $38.25万 | 新建仓 |
| APP | APPLOVIN CORP | $36.89万 | 0.11% | 716 | -39 | -5.2% | -$2.01万 | 减仓 |
| ZTS | ZOETIS INC | $36.03万 | 0.11% | 5,014 | -10,289 | -67.2% | -$73.94万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $35.51万 | 0.10% | 2,996 | -278 | -8.5% | -$3.30万 | 减仓 |