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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PACIFIC CORP | $4,610 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS | $4,705 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $4,750 | 0.00% | 250 | 250 | — | $4,750 | 新建仓 |
| C | CITIGROUP INC | $4,763 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TRUST | $4,871 | 0.00% | 100 | 100 | — | $4,871 | 新建仓 |
| XYLD | GLOBAL X | $4,891 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS | $4,951 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY | $5,027 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST | $5,049 | 0.00% | 46 | 46 | — | $5,049 | 新建仓 |
| SPHD | INVESCO S&P | $5,110 | 0.00% | 103 | 1 | 1.0% | $50 | 加仓 |
| IONQ | IONQ INC | $5,190 | 0.00% | 180 | -235 | -56.6% | -$6,776 | 减仓 |
| CVLG | COVENANT LOGISTICS | $5,430 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $5,539 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5,808 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5,949 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY | $6,000 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | ARGENT MID | $6,075 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $6,105 | 0.00% | 127 | 16 | 14.4% | $769 | 加仓 |
| — | EXXON MOBIL | $6,108 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $6,140 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR | $6,144 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH | $6,159 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST | $6,190 | 0.00% | 142 | 142 | — | $6,190 | 新建仓 |
| TTE | TOTALENERGIES SE | $6,278 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $6,352 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| E | E N I SPA | $6,454 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS | $6,517 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $6,519 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT | $6,592 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| BH | BIGLARI HOLDINGS | $6,592 | 0.00% | 20 | 20 | — | $6,592 | 新建仓 |
| FTEC | FIDELITY MSCI | $6,713 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $6,741 | 0.00% | 147 | 2 | 1.4% | $92 | 加仓 |
| ARKQ | ARK AUTONOMOUS | $6,747 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $6,896 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $6,936 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $7,070 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY MANAGED | $7,132 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY | $7,408 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $7,517 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP | $7,814 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TRUST | $7,941 | 0.00% | 50 | 50 | — | $7,941 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIE | $8,056 | 0.00% | 100 | 100 | — | $8,056 | 新建仓 |
| TXRH | TEXAS ROADHOUSE | $8,257 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $8,279 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $8,290 | 0.00% | 157 | 1 | 0.6% | $53 | 加仓 |
| MS | MORGAN STANLEY | $8,393 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO RUSSELL | $8,416 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $8,743 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS | $8,778 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8,905 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $8,942 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS | $9,009 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL | $9,046 | 0.00% | 219 | 2 | 0.9% | $83 | 加仓 |
| VSS | VANGUARD FTSE | $9,185 | 0.00% | 63 | -50 | -44.2% | -$7,290 | 减仓 |
| DFAU | DIMENSIONAL US | $9,204 | 0.00% | 204 | -185 | -47.6% | -$8,347 | 减仓 |
| F | FORD MOTOR | $9,232 | 0.00% | 800 | -1,000 | -55.6% | -$1.15万 | 减仓 |
| DOCU | DOCUSIGN INC | $9,245 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP | $9,407 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL | $9,414 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $9,428 | 0.00% | 117 | 11 | 10.4% | $886 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $9,434 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAPITAL | $9,488 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $9,555 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $9,658 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ | $9,809 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET | $9,994 | 0.01% | 200 | 200 | — | $9,994 | 新建仓 |
| — | FIRST TRUST | $1.02万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ | $1.03万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP | $1.03万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $1.04万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM | $1.04万 | 0.01% | 659 | 254 | 62.7% | $4,021 | 加仓 |
| UCON | FIRST TRUST | $1.05万 | 0.01% | 423 | -34,477 | -98.8% | -$85.40万 | 减仓 |
| PPG | PPG INDUSTRIES | $1.07万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $1.08万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $1.09万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| FLSP | FRANKLIN FTSE | $1.11万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $1.11万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $1.12万 | 0.01% | 115 | -19,227 | -99.4% | -$186.47万 | 减仓 |
| CMDT | PIMCO COMMODITY | $1.15万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY | $1.18万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| RSST | RETURN STACKED | $1.18万 | 0.01% | 418 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $1.18万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.20万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST | $1.21万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.22万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS | $1.23万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.24万 | 0.01% | 85 | -17 | -16.7% | -$2,487 | 减仓 |
| FIIG | FIRST TRUST | $1.25万 | 0.01% | 600 | 600 | — | $1.25万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $1.25万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.25万 | 0.01% | 220 | 192 | 685.7% | $1.09万 | 重新持有 |
| — | XTRACKERS RUSSELL | $1.27万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $1.28万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER | $1.29万 | 0.01% | 180 | -99 | -35.5% | -$7,103 | 减仓 |
| DFAE | DIMENSIONAL EMERGING | $1.30万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P | $1.32万 | 0.01% | 115 | 115 | — | $1.32万 | 新建仓 |
| MTB | M&T BANK | $1.34万 | 0.01% | 65 | 1 | 1.6% | $207 | 加仓 |
| TGT | TARGET CORP | $1.36万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION | $1.36万 | 0.01% | 236 | 2 | 0.9% | $115 | 加仓 |
| — | BOEING CO | $1.36万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |