NWF Advisory Services Inc.
Los Angeles CA · SEC CIK 0002045735
$8.86亿2026Q1 申报市值
411持仓数
30.7%前十大占比 · 第一大 4.4%
33 / 25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
UNH 加仓+$336.18万
FTSM 新建仓+$252.26万
QTUM 新建仓+$185.63万
ABRDN GLOBAL PRE 新建仓+$157.81万
BRK/A 新建仓+$143.63万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$485.65万
SPYG 重新持有-$406.23万
C 减仓-$265.13万
AAPL 减仓-$234.99万
STIP 清仓-$100.19万
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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $502.47万 | 0.57% | 61,291 | -5,185 | -7.8% | -$42.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $502.79万 | 0.57% | 90,560 | 1,071 | 1.2% | $5.95万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $545.55万 | 0.62% | 200,348 | 1,163 | 0.6% | $3.17万 | 加仓 |
| GLD | SPDR GOLD TR | $563.94万 | 0.64% | 13,106 | 739 | 6.0% | $31.80万 | 加仓 |
| IDV | ISHARES TR | $566.12万 | 0.64% | 133,016 | 5,803 | 4.6% | $24.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $618.70万 | 0.70% | 29,903 | -307 | -1.0% | -$6.35万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $633.13万 | 0.71% | 50,598 | 74 | 0.1% | $9,260 | 加仓 |
| MKL | MARKEL GROUP INC | $644.27万 | 0.73% | 3,366 | 96 | 2.9% | $18.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $687.44万 | 0.78% | 10,570 | 211 | 2.0% | $13.72万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $695.00万 | 0.78% | 50,246 | -81 | -0.2% | -$1.12万 | 减仓 |
| DIS | DISNEY WALT CO | $706.16万 | 0.80% | 73,268 | 3,805 | 5.5% | $36.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $710.62万 | 0.80% | 19,196 | -1,198 | -5.9% | -$44.35万 | 减仓 |
| YYY | AMPLIFY ETF TR | $741.16万 | 0.84% | 671,945 | 21,900 | 3.4% | $24.16万 | 加仓 |
| C | CITIGROUP INC | $796.86万 | 0.90% | 70,264 | -23,378 | -25.0% | -$265.13万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $811.54万 | 0.92% | 39,535 | 3,798 | 10.6% | $77.96万 | 加仓 |
| IWM | ISHARES TR | $819.71万 | 0.93% | 33,053 | 1,210 | 3.8% | $30.01万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $830.95万 | 0.94% | 89,205 | 1,235 | 1.4% | $11.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $836.62万 | 0.94% | 26,078 | 1,352 | 5.5% | $43.37万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $846.09万 | 0.96% | 149,275 | 55 | 0.0% | $3,117 | 加仓 |
| WMT | WALMART INC | $858.16万 | 0.97% | 69,051 | -869 | -1.2% | -$10.80万 | 减仓 |
| GM | GENERAL MTRS CO | $885.75万 | 1.00% | 118,892 | -10,613 | -8.2% | -$79.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $953.97万 | 1.08% | 16,527 | -1,063 | -6.0% | -$61.36万 | 减仓 |
| BAC | BANK AMERICA CORP | $959.35万 | 1.08% | 196,788 | -9,509 | -4.6% | -$46.36万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,024.32万 | 1.16% | 14,681 | 18 | 0.1% | $1.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,029.36万 | 1.16% | 38,042 | 12,424 | 48.5% | $336.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,129.34万 | 1.28% | 37,336 | 384 | 1.0% | $11.62万 | 加仓 |
| V | VISA INC | $1,137.48万 | 1.28% | 37,635 | 1,010 | 2.8% | $30.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,237.52万 | 1.40% | 28,332 | 633 | 2.3% | $27.65万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,395.28万 | 1.58% | 111,213 | 135 | 0.1% | $1.69万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,450.69万 | 1.64% | 39,481 | 613 | 1.6% | $22.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,483.56万 | 1.68% | 68,983 | 709 | 1.0% | $15.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,513.48万 | 1.71% | 86,782 | -4,358 | -4.8% | -$76.00万 | 减仓 |
| AMZN | AMAZON COM INC | $1,578.81万 | 1.78% | 75,806 | 167 | 0.2% | $3.48万 | 加仓 |
| ITOT | ISHARES TR | $1,585.12万 | 1.79% | 111,291 | 1,888 | 1.7% | $26.89万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,598.69万 | 1.81% | 245,953 | 20,963 | 9.3% | $136.26万 | 加仓 |
| IVV | ISHARES TR | $1,815.61万 | 2.05% | 27,797 | 517 | 1.9% | $33.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,119.23万 | 2.39% | 21,267 | -250 | -1.2% | -$24.91万 | 减仓 |
| GOOG | ALPHABET INC | $2,297.84万 | 2.59% | 80,103 | -1,639 | -2.0% | -$47.02万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,452.99万 | 2.77% | 72,608 | -14,375 | -16.5% | -$485.65万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,598.13万 | 2.93% | 178,029 | -4,401 | -2.4% | -$64.23万 | 减仓 |
| AAPL | APPLE INC | $3,087.85万 | 3.49% | 121,668 | -9,259 | -7.1% | -$234.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3,602.13万 | 4.07% | 271,041 | 1,053 | 0.4% | $13.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,722.09万 | 4.20% | 77,674 | -136 | -0.2% | -$6.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,919.50万 | 4.43% | 65,595 | -1,383 | -2.1% | -$82.64万 | 减仓 |