MPWM ADVISORY SOLUTIONS, LLC
ALPHARETTA GA · SEC CIK 0002056693
$1.89亿2026Q1 申报市值
577持仓数
50.0%前十大占比 · 第一大 17.1%
66 / 29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
SPMO 新建仓+$350.97万
GRNY 加仓+$295.79万
SPTL 加仓+$280.41万
IVE 新建仓+$257.98万
IDMO 新建仓+$216.37万
2026Q1 卖出最多 按季末市值估算
CDL 减仓-$3,264.05万
CGGR 减仓-$261.95万
QQQM 减仓-$204.35万
EFA 减仓-$186.47万
IJH 减仓-$147.26万
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 |
|---|---|---|---|---|---|---|---|---|
| LKFN | LAKELAND FINL CORP | $1,664 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINANCIAL | $1,679 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1,691 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE | $1,716 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS | $1,733 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO | $1,764 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY | $1,793 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1,828 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| THO | THOR INDUSTRIES | $1,837 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO | $1,850 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG | $1,857 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $1,927 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1,939 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER | $1,953 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $1,978 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $1,980 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $2,020 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES GSCI | $2,029 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FJP | FIRST TRUST | $2,033 | 0.00% | 28 | 28 | — | $2,033 | 新建仓 |
| QBTS | DWAVE QUANTUM | $2,092 | 0.00% | 145 | -600 | -80.5% | -$8,657 | 减仓 |
| FTXO | FIRST TRUST | $2,098 | 0.00% | 58 | 58 | — | $2,098 | 新建仓 |
| GTY | GETTY REALTY | $2,099 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2,122 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP | $2,122 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $2,123 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2,128 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $2,189 | 0.00% | 12 | -6 | -33.3% | -$1,094 | 减仓 |
| FBT | FIRST TRUST | $2,209 | 0.00% | 11 | 11 | — | $2,209 | 新建仓 |
| DXC | DXC TECHNOLOGY | $2,237 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 | $2,243 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,259 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE | $2,263 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY | $2,265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $2,278 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2,281 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B | $2,282 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $2,330 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $2,493 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $2,512 | 0.00% | 41 | 33 | 412.5% | $2,022 | 加仓 |
| ZS | ZSCALER INC | $2,525 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYSTEM | $2,565 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST | $2,578 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J | $2,599 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES AEROSPACE | $2,625 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COWG | PACER US | $2,632 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $2,644 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UCB | UNITED COMMUNITY | $2,645 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS | $2,662 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTL | $2,694 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTL | $2,698 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRONICS | $2,725 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION | $2,736 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE | $2,738 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $2,752 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII | $2,822 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL | $2,856 | 0.00% | 26 | 26 | — | $2,856 | 新建仓 |
| MDYG | STATE STREET | $2,879 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2,945 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $3,027 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3,137 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $3,154 | 0.00% | 38 | -63 | -62.4% | -$5,229 | 减仓 |
| PGR | PROGRESSIVE CORP | $3,172 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $3,173 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $3,181 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $3,182 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $3,215 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP | $3,271 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $3,288 | 0.00% | 19 | 19 | — | $3,288 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS | $3,337 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN | $3,350 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $3,382 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $3,389 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY | $3,457 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $3,490 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI | $3,506 | 0.00% | 41 | -1 | -2.4% | -$86 | 减仓 |
| PRI | PRIMERICA INC | $3,507 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $3,526 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA | $3,532 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $3,544 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3,568 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TRUST | $3,587 | 0.00% | 93 | 93 | — | $3,587 | 新建仓 |
| GOVT | ISHARES U S | $3,664 | 0.00% | 160 | 160 | — | $3,664 | 新建仓 |
| CAKE | CHEESECAKE FACTORY | $3,778 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $3,782 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TRUST | $3,847 | 0.00% | 114 | 114 | — | $3,847 | 新建仓 |
| FTGS | FIRST TRUST | $3,983 | 0.00% | 117 | 117 | — | $3,983 | 新建仓 |
| SNY | SANOFI | $3,999 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $4,073 | 0.00% | 106 | -10 | -8.6% | -$384 | 减仓 |
| NXPI | NXP SEMICONDUCTORS | $4,134 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $4,150 | 0.00% | 149 | 149 | — | $4,150 | 新建仓 |
| CGDV | CAPITAL GROUP | $4,198 | 0.00% | 99 | -30 | -23.3% | -$1,272 | 减仓 |
| BTI | BRITISH AMERN | $4,210 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL | $4,237 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $4,252 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $4,321 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4,327 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $4,365 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD | $4,450 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN | $4,534 | 0.00% | 80 | 80 | — | $4,534 | 新建仓 |
| BA | BOEING COMPANY | $4,577 | 0.00% | 23 | 0 | 0.0% | — | 不变 |