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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP | $1,725 | 0.00% | 35 | -64 | -64.6% | -$3,154 | 减仓 |
| THO | THOR INDUSTRIES | $1,729 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1,743 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS | $1,748 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $1,771 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1,781 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $1,790 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1,799 | 0.00% | 82 | 82 | — | $1,799 | 新建仓 |
| LYG | LLOYDS BANKING | $1,807 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $1,812 | 0.00% | 12 | 12 | — | $1,812 | 新建仓 |
| AXTA | AXALTA COATING | $1,814 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES GSCI | $1,822 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1,827 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO | $1,836 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG | $1,861 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $1,887 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE | $1,945 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1,971 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINANCIAL | $1,972 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY | $1,980 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $2,008 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $2,078 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FJP | FIRST TRUST | $2,137 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $2,159 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GTY | GETTY REALTY | $2,202 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2,228 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $2,305 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,322 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP | $2,383 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER | $2,390 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TRUST | $2,397 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $2,407 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES | $2,437 | 0.00% | 338 | -4,219 | -92.6% | -$3.04万 | 减仓 |
| HOOD | ROBINHOOD MARKETS | $2,507 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $2,561 | 0.00% | 40 | 8 | 25.0% | $512 | 加仓 |
| VALE | VALE S A | $2,602 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2,617 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $2,650 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TRUST | $2,656 | 0.00% | 84 | -30 | -26.3% | -$949 | 减仓 |
| WDFC | WD 40 | $2,680 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS | $2,701 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $2,709 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST | $2,727 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST | $2,738 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $2,793 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL INTL | $2,802 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTL | $2,822 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $2,852 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN | $2,899 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES AEROSPACE | $2,909 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UCB | UNITED COMMUNITY | $2,948 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2,978 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION | $3,032 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $3,050 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3,059 | 0.00% | 26 | -80 | -75.5% | -$9,412 | 减仓 |
| BOH | BANK HAWAII | $3,097 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $3,165 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO | $3,307 | 0.00% | 50 | 50 | — | $3,307 | 新建仓 |
| LSTR | LANDSTAR SYSTEM | $3,309 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL | $3,331 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET | $3,363 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP | $3,438 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA | $3,460 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| QBTS | DWAVE QUANTUM | $3,479 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $3,495 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $3,577 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $3,623 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $3,629 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U S | $3,676 | 0.00% | 161 | 1 | 0.6% | $23 | 加仓 |
| PANW | PALO ALTO | $3,751 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3,778 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $3,788 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI | $3,892 | 0.00% | 42 | 1 | 2.4% | $93 | 加仓 |
| HDB | HDFC BANK | $3,926 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $3,979 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $4,015 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TRUST | $4,038 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRONICS | $4,055 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $4,170 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR | $4,228 | 0.00% | 200 | -100 | -33.3% | -$2,114 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS | $4,328 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TRUST | $4,329 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD | $4,331 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $4,447 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4,574 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $4,584 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $4,634 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY | $4,695 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS | $4,697 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $4,716 | 0.00% | 45 | -70 | -60.9% | -$7,336 | 减仓 |
| MAR | MARRIOTT INTL | $4,818 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $4,822 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $4,823 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY | $4,830 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $4,922 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS | $4,944 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $4,979 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $5,001 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TRUST | $5,050 | 0.00% | 100 | 0 | 0.0% | — | 不变 |