MPWM ADVISORY SOLUTIONS, LLC
ALPHARETTA GA · SEC CIK 0002056693
$2.24亿2026Q2 申报市值
571持仓数
50.3%前十大占比 · 第一大 16.3%
32 / 38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
MSFT 加仓+$604.78万
SPTM 加仓+$138.12万
OUNZ 加仓+$83.93万
XLI 加仓+$55.14万
BUFQ 加仓+$50.72万
2026Q2 卖出最多 按季末市值估算
SPMO 减仓-$90.06万
SPY 减仓-$56.83万
QGRO 减仓-$46.96万
MRVL 减仓-$36.35万
SPYG 减仓-$23.07万
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 |
|---|---|---|---|---|---|---|---|---|
| OBDC | BLUE OWL | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.06万 | 清仓 |
| CGSD | CAPITAL GROUP | $0 | 0.00% | 0 | -3,408 | -100.0% | -$8.79万 | 清仓 |
| QYLD | GLOBAL X | $0 | 0.00% | 0 | -5,000 | -100.0% | -$8.57万 | 清仓 |
| — | INVESCO KBW | $0 | 0.00% | 0 | -5,600 | -100.0% | -$7.02万 | 清仓 |
| — | GABELLI FINL | $0 | 0.00% | 0 | -1,530 | -100.0% | -$6.37万 | 清仓 |
| LNG | CHENIERE ENERGY | $0 | 0.00% | 0 | -201 | -100.0% | -$5.70万 | 清仓 |
| CMCSA | COMCAST CORP | $0 | 0.00% | 0 | -1,812 | -100.0% | -$5.20万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -110 | -100.0% | -$4.38万 | 清仓 |
| PFLT | PENNANTPARK FLOATING | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4.02万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -301 | -100.0% | -$3.25万 | 清仓 |
| — | PEAKSTONE REALTY | $0 | 0.00% | 0 | -1,520 | -100.0% | -$3.18万 | 清仓 |
| DBL | DOUBLELINE OPPORTUNISTIC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.92万 | 清仓 |
| BCX | BLACKROCK RESOURCES | $0 | 0.00% | 0 | -2,016 | -100.0% | -$2.43万 | 清仓 |
| RING | ISHARES MSCI | $0 | 0.00% | 0 | -280 | -100.0% | -$2.21万 | 清仓 |
| SPYM | STATE STREET | $0 | 0.00% | 0 | -200 | -100.0% | -$1.53万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -415 | -100.0% | -$1.20万 | 清仓 |
| PPG | PPG INDUSTRIES | $0 | 0.00% | 0 | -100 | -100.0% | -$1.07万 | 清仓 |
| FXH | FIRST TRUST | $0 | 0.00% | 0 | -46 | -100.0% | -$5,049 | 清仓 |
| XYLD | GLOBAL X | $0 | 0.00% | 0 | -125 | -100.0% | -$4,891 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $0 | 0.00% | 0 | -75 | -100.0% | -$4,237 | 清仓 |
| SNY | SANOFI | $0 | 0.00% | 0 | -83 | -100.0% | -$3,999 | 清仓 |
| ACN | ACCENTURE PLC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,173 | 清仓 |
| DLTR | DOLLAR TREE | $0 | 0.00% | 0 | -25 | -100.0% | -$2,738 | 清仓 |
| COWG | PACER US | $0 | 0.00% | 0 | -78 | -100.0% | -$2,632 | 清仓 |
| AJG | ARTHUR J | $0 | 0.00% | 0 | -12 | -100.0% | -$2,599 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -18 | -100.0% | -$2,525 | 清仓 |
| FUL | FULLER H B | $0 | 0.00% | 0 | -37 | -100.0% | -$2,282 | 清仓 |
| ROP | ROPER TECHNOLOGIES | $0 | 0.00% | 0 | -6 | -100.0% | -$2,123 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -182 | -100.0% | -$2,020 | 清仓 |
| VG | VENTURE GLOBAL | $0 | 0.00% | 0 | -100 | -100.0% | -$1,576 | 清仓 |
| NXH | BED BATH | $0 | 0.00% | 0 | -300 | -100.0% | -$1,392 | 清仓 |
| FXN | FIRST TRUST | $0 | 0.00% | 0 | -60 | -100.0% | -$1,348 | 清仓 |
| CRSR | CORSAIR GAMING | $0 | 0.00% | 0 | -200 | -100.0% | -$1,110 | 清仓 |
| POWW | OUTDOOR HOLDING | $0 | 0.00% | 0 | -500 | -100.0% | -$1,005 | 清仓 |
| RSPU | INVESCO S&P | $0 | 0.00% | 0 | -11 | -100.0% | -$892 | 清仓 |
| TEAM | ATLASSIAN CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$751 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$601 | 清仓 |
| — | BLACKROCK UTILS | $0 | 0.00% | 0 | -2,908 | -100.0% | -$23 | 清仓 |
| — | CURIS INC | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $19 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $27 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS | $31 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $53 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NET LEASE | $78 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE | $104 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $210 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $222 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $243 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $286 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE | $293 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER | $402 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $460 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $523 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $565 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE | $632 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $635 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $649 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $686 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $712 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SWIM | LATHAM GROUP | $712 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $726 | 0.00% | 8 | -23 | -74.2% | -$2,087 | 减仓 |
| EPD | ENTERPRISE PRODUCTS | $735 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $741 | 0.00% | 30 | 30 | — | $741 | 新建仓 |
| RIO | RIO TINTO | $759 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE | $814 | 0.00% | 6 | -12 | -66.7% | -$1,628 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $820 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $842 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE | $1,002 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $1,024 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE | $1,056 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $1,063 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $1,065 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1,081 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY | $1,102 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $1,123 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U S | $1,132 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1,134 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $1,152 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $1,250 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCS | $1,253 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1,293 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TRUST | $1,383 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1,389 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $1,434 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES | $1,440 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1,470 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $1,500 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET | $1,542 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1,557 | 0.00% | 35 | -71 | -67.0% | -$3,158 | 减仓 |
| DXC | DXC TECHNOLOGY | $1,575 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY | $1,581 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $1,583 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $1,584 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE | $1,591 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $1,604 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $1,623 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $1,669 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY | $1,679 | 0.00% | 10 | 10 | — | $1,679 | 新建仓 |
| VBR | VANGUARD SMALL | $1,701 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $1,724 | 0.00% | 7 | 0 | 0.0% | — | 不变 |