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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PACIFIC CORP | $5,168 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $5,265 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN | $5,283 | 0.00% | 84 | -200 | -70.4% | -$1.26万 | 减仓 |
| SPHD | INVESCO S&P | $5,302 | 0.00% | 104 | 1 | 1.0% | $51 | 加仓 |
| HONA | HONEYWELL AEROSPACE | $5,306 | 0.00% | 24 | 24 | — | $5,306 | 新建仓 |
| E | E N I SPA | $5,342 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $5,365 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $5,374 | 0.00% | 24 | -25 | -51.0% | -$5,598 | 减仓 |
| BNDX | VANGUARD TOTAL | $5,375 | 0.00% | 111 | -16 | -12.6% | -$775 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $5,488 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $5,525 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $5,553 | 0.00% | 125 | -70 | -35.9% | -$3,110 | 减仓 |
| CCL | CARNIVAL CORP | $5,800 | 0.00% | 203 | 203 | — | $5,800 | 新建仓 |
| C | CITIGROUP INC | $5,878 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $5,895 | 0.00% | 300 | -100 | -25.0% | -$1,965 | 减仓 |
| NXPI | NXP SEMICONDUCTORS | $5,902 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY | $5,903 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $6,034 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST | $6,062 | 0.00% | 139 | -3 | -2.1% | -$131 | 减仓 |
| CTA | SIMPLIFY MANAGED | $6,122 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| NUKZ | RANGE NUCLEAR | $6,134 | 0.00% | 90 | 90 | — | $6,134 | 新建仓 |
| GRID | FIRST TRUST | $6,161 | 0.00% | 32 | 32 | — | $6,161 | 新建仓 |
| LIN | LINDE PLC | $6,227 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $6,246 | 0.00% | 106 | 106 | — | $6,246 | 新建仓 |
| NKE | NIKE INC | $6,499 | 0.00% | 158 | 1 | 0.6% | $41 | 加仓 |
| CCJ | CAMECO CORP | $6,631 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $6,815 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ARGENT MID | $6,888 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT | $6,906 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $7,103 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL | $7,208 | 0.00% | 221 | 2 | 0.9% | $65 | 加仓 |
| KODK | EASTMAN KODAK | $7,400 | 0.00% | 800 | -2,100 | -72.4% | -$1.94万 | 减仓 |
| GCOW | PACER GLOBAL | $7,598 | 0.00% | 175 | 150 | 600.0% | $6,513 | 加仓 |
| ICLN | ISHARES GLOBAL | $7,725 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS | $7,729 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY | $7,794 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $7,828 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $7,933 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $8,158 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $8,329 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $8,340 | 0.00% | 600 | -200 | -25.0% | -$2,780 | 减仓 |
| BH | BIGLARI HOLDINGS | $8,521 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS | $8,836 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE | $8,850 | 0.00% | 100 | -200 | -66.7% | -$1.77万 | 减仓 |
| ALAI | ALGER AI | $9,128 | 0.00% | 200 | 200 | — | $9,128 | 新建仓 |
| FTEC | FIDELITY MSCI | $9,224 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS | $9,383 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $9,587 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO RUSSELL | $9,594 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE | $9,662 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE | $9,720 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $9,766 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP | $9,828 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP | $9,912 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM | $9,916 | 0.00% | 834 | 175 | 26.6% | $2,081 | 加仓 |
| SONY | SONY GROUP | $1.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $1.00万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $1.02万 | 0.00% | 123 | 19 | 18.3% | $1,570 | 加仓 |
| XLB | STATE STREET | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS | $1.02万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TRUST | $1.03万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAPITAL | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ | $1.05万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TRUST | $1.05万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US | $1.05万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $1.07万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.07万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $1.09万 | 0.00% | 43 | 1 | 2.4% | $253 | 加仓 |
| CMDT | PIMCO COMMODITY | $1.09万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS | $1.09万 | 0.00% | 1,800 | 1,800 | — | $1.09万 | 新建仓 |
| IBIT | ISHARES BITCOIN | $1.11万 | 0.00% | 333 | -275 | -45.2% | -$9,154 | 减仓 |
| FLSP | FRANKLIN FTSE | $1.13万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $1.13万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.14万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ | $1.15万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $1.18万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL | $1.18万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TRUST | $1.24万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $1.25万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY | $1.25万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $1.28万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TECHNOLOGY | $1.31万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $1.33万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.36万 | 0.01% | 101 | 101 | — | $1.36万 | 新建仓 |
| RSST | RETURN STACKED | $1.37万 | 0.01% | 418 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TRUST | $1.38万 | 0.01% | 643 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS RUSSELL | $1.40万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST | $1.40万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| — | BOEING CO | $1.41万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.42万 | 0.01% | 84 | 1 | 1.2% | $169 | 加仓 |
| EL | ESTEE LAUDER | $1.43万 | 0.01% | 181 | 1 | 0.6% | $79 | 加仓 |
| HLF | HERBALIFE LTD | $1.45万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $1.46万 | 0.01% | 202 | 200 | 10,000.0% | $1.44万 | 加仓 |
| COWZ | PACER US | $1.49万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST | $1.49万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $1.50万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X | $1.52万 | 0.01% | 500 | 500 | — | $1.52万 | 新建仓 |
| FDL | FIRST TRUST | $1.53万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $1.54万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $1.55万 | 0.01% | 291 | 250 | 609.8% | $1.33万 | 加仓 |