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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL EMERGING | $1.55万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| MTB | M&T BANK | $1.56万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $1.56万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P | $1.58万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| AFMC | FIRST TRUST | $1.62万 | 0.01% | 395 | 395 | — | $1.62万 | 新建仓 |
| DGRW | WISDOMTREE US | $1.63万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET | $1.64万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION | $1.65万 | 0.01% | 238 | 2 | 0.8% | $138 | 加仓 |
| SDY | STATE STREET | $1.65万 | 0.01% | 109 | 1 | 0.9% | $151 | 加仓 |
| QTEC | FIRST TRUST | $1.67万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $1.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.72万 | 0.01% | 70 | -27 | -27.8% | -$6,623 | 减仓 |
| HYD | VANECK HIGH | $1.73万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P | $1.73万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.73万 | 0.01% | 221 | -100 | -31.2% | -$7,823 | 减仓 |
| BABA | ALIBABA GROUP | $1.74万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.78万 | 0.01% | 260 | 40 | 18.2% | $2,736 | 加仓 |
| SIL | GLOBAL X | $1.78万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP | $1.80万 | 0.01% | 474 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX 1 YEAR | $1.81万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $1.84万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS | $1.85万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.85万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $1.87万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $1.88万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TRUST | $1.89万 | 0.01% | 904 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $1.93万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X | $1.98万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL NATIONAL | $1.99万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD | $2.06万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2.06万 | 0.01% | 141 | 56 | 65.9% | $8,187 | 加仓 |
| GLTR | ABRDN PHYSICAL | $2.08万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC | $2.09万 | 0.01% | 1,250 | 1,250 | — | $2.09万 | 新建仓 |
| VIK | VIKING HOLDINGS | $2.09万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSS | $2.12万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $2.18万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.18万 | 0.01% | 167 | 55 | 49.1% | $7,184 | 加仓 |
| DUK | DUKE ENERGY | $2.22万 | 0.01% | 175 | -12 | -6.4% | -$1,519 | 减仓 |
| EBAY | EBAY INC | $2.23万 | 0.01% | 200 | 200 | — | $2.23万 | 新建仓 |
| IWR | ISHARES RUSSELL | $2.27万 | 0.01% | 206 | -375 | -64.5% | -$4.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $2.37万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES | $2.37万 | 0.01% | 122 | 122 | — | $2.37万 | 新建仓 |
| VWO | VANGUARD FSTE | $2.41万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED | $2.42万 | 0.01% | 2,528 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $2.43万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES U S | $2.43万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $2.44万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL | $2.44万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $2.46万 | 0.01% | 272 | 272 | — | $2.46万 | 新建仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $2.53万 | 0.01% | 438 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.57万 | 0.01% | 331 | 3 | 0.9% | $233 | 加仓 |
| XYZ | BLOCK INC | $2.58万 | 0.01% | 340 | -1,678 | -83.2% | -$12.75万 | 减仓 |
| AMAT | APPLIED MATERIALS | $2.60万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE | $2.62万 | 0.01% | 177 | -7 | -3.8% | -$1,038 | 减仓 |
| PYLD | PIMCO ENHANCED | $2.65万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY | $2.66万 | 0.01% | 140 | -700 | -83.3% | -$13.31万 | 减仓 |
| WM | WASTE MANAGEMENT | $2.67万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X | $2.70万 | 0.01% | 451 | -51 | -10.2% | -$3,048 | 减仓 |
| CSCO | CISCO SYSTEMS | $2.75万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $2.78万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $2.78万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.79万 | 0.01% | 44 | 44 | — | $2.79万 | 新建仓 |
| ON | ON SEMICONDUCTOR | $2.84万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTL | $2.89万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $2.99万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SECURITY | $3.06万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET | $3.06万 | 0.01% | 676 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH | $3.17万 | 0.01% | 1,230 | 1,000 | 434.8% | $2.58万 | 加仓 |
| IWD | ISHARES RUSSELL | $3.20万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P | $3.21万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $3.26万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| ABND | AMERICAN CENTURY | $3.27万 | 0.01% | 748 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $3.33万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $3.39万 | 0.02% | 2,000 | -500 | -20.0% | -$8,485 | 减仓 |
| PG | PROCTER & GAMBLE | $3.40万 | 0.02% | 232 | -13 | -5.3% | -$1,906 | 减仓 |
| PRN | INVESCO DORSEY | $3.47万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR | $3.48万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.58万 | 0.02% | 754 | 51 | 7.3% | $2,424 | 加仓 |
| OIH | VANECK OIL | $3.76万 | 0.02% | 101 | -18 | -15.1% | -$6,697 | 减仓 |
| EFV | ISHARES MSCI | $3.82万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $3.84万 | 0.02% | 538 | -1,130 | -67.7% | -$8.07万 | 减仓 |
| AIQ | GLOBAL X | $3.95万 | 0.02% | 602 | -200 | -24.9% | -$1.31万 | 减仓 |
| IXUS | ISHARES CORE | $3.96万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT | $4.05万 | 0.02% | 259 | 2 | 0.8% | $313 | 加仓 |
| FXR | FIRST TRUST | $4.06万 | 0.02% | 446 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC | $4.09万 | 0.02% | 1,965 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET | $4.11万 | 0.02% | 1,415 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $4.18万 | 0.02% | 733 | 1 | 0.1% | $57 | 加仓 |
| PCN | PIMCO CORPORATE | $4.18万 | 0.02% | 3,500 | 3,500 | — | $4.18万 | 新建仓 |
| DAL | DELTA AIRLINES | $4.25万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST | $4.34万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $4.37万 | 0.02% | 110 | -1 | -0.9% | -$398 | 减仓 |
| HASI | HA SUSTAINABLE | $4.43万 | 0.02% | 1,135 | -565 | -33.2% | -$2.21万 | 减仓 |
| EMR | EMERSON ELECTRIC | $4.46万 | 0.02% | 312 | 2 | 0.6% | $286 | 加仓 |
| GEV | GE VERNOVA | $4.47万 | 0.02% | 38 | 6 | 18.8% | $7,050 | 加仓 |
| DFCF | DIMENSIONAL CORE | $4.52万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES HIPS | $4.57万 | 0.02% | 3,960 | -1,593 | -28.7% | -$1.84万 | 减仓 |
| GE | GE AEROSPACE | $4.74万 | 0.02% | 127 | 26 | 25.7% | $9,704 | 加仓 |
| BSV | VANGUARD SHORT | $4.84万 | 0.02% | 621 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P | $4.92万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |