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 |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL CORE | $4.52万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO VARIABLE | $4.56万 | 0.02% | 1,900 | 1,900 | — | $4.56万 | 新建仓 |
| QCOM | QUALCOMM INC | $4.65万 | 0.02% | 361 | 50 | 16.1% | $6,443 | 加仓 |
| DIHP | DIMENSIONAL INTL | $4.67万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $4.78万 | 0.03% | 1,359 | -277 | -16.9% | -$9,751 | 减仓 |
| OIH | VANECK OIL | $4.82万 | 0.03% | 119 | 111 | 1,387.5% | $4.50万 | 加仓 |
| PAYC | PAYCOM SOFTWARE | $4.86万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $4.87万 | 0.03% | 621 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $4.99万 | 0.03% | 314 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $5.03万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $5.04万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $5.12万 | 0.03% | 111 | 1 | 0.9% | $461 | 加仓 |
| CMCSA | COMCAST CORP | $5.20万 | 0.03% | 1,812 | 699 | 62.8% | $2.01万 | 加仓 |
| SO | SOUTHERN COMPANY | $5.25万 | 0.03% | 544 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $5.31万 | 0.03% | 275 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 | $5.34万 | 0.03% | 1,016 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET | $5.47万 | 0.03% | 1,108 | -25 | -2.2% | -$1,234 | 减仓 |
| IWR | ISHARES RUSSELL | $5.65万 | 0.03% | 581 | -12 | -2.0% | -$1,166 | 减仓 |
| NLR | VANECK URANIUM | $5.70万 | 0.03% | 428 | 428 | — | $5.70万 | 新建仓 |
| EFG | ISHARES MSCI | $5.70万 | 0.03% | 512 | 50 | 10.8% | $5,567 | 加仓 |
| LNG | CHENIERE ENERGY | $5.70万 | 0.03% | 201 | 201 | — | $5.70万 | 新建仓 |
| VYMI | VANGUARD INTL | $5.76万 | 0.03% | 611 | 611 | — | $5.76万 | 新建仓 |
| COST | COSTCO WHOLESALE | $5.77万 | 0.03% | 58 | -83 | -58.9% | -$8.26万 | 减仓 |
| FEX | FIRST TRUST | $5.79万 | 0.03% | 475 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $5.81万 | 0.03% | 764 | -400 | -34.4% | -$3.04万 | 减仓 |
| ABBV | ABBVIE INC | $5.84万 | 0.03% | 269 | 176 | 189.2% | $3.82万 | 加仓 |
| PEP | PEPSICO INC | $5.85万 | 0.03% | 377 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TRUST | $5.86万 | 0.03% | 491 | -83 | -14.5% | -$9,906 | 减仓 |
| WRB | BERKLEY W R | $5.97万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE | $6.16万 | 0.03% | 1,334 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE | $6.25万 | 0.03% | 1,700 | 1,700 | — | $6.25万 | 新建仓 |
| — | GABELLI FINL | $6.37万 | 0.03% | 1,530 | 1,530 | — | $6.37万 | 新建仓 |
| — | GRANITESHARES HIPS | $6.42万 | 0.03% | 5,553 | 5,553 | — | $6.42万 | 新建仓 |
| IWF | ISHARES RUSSELL | $6.52万 | 0.03% | 153 | 23 | 17.7% | $9,808 | 加仓 |
| VUG | VANGUARD GROWTH | $6.60万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $6.71万 | 0.04% | 111 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TRUST | $6.75万 | 0.04% | 2,000 | -146 | -6.8% | -$4,930 | 减仓 |
| CRM | SALESFORCE INC | $6.76万 | 0.04% | 362 | 305 | 535.1% | $5.70万 | 加仓 |
| — | INVESCO KBW | $7.02万 | 0.04% | 5,600 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $7.26万 | 0.04% | 510 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $7.29万 | 0.04% | 2,376 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US | $7.29万 | 0.04% | 2,503 | 2,503 | — | $7.29万 | 新建仓 |
| TMO | THERMO FISHER | $7.37万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE | $7.40万 | 0.04% | 1,089 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $7.44万 | 0.04% | 1,685 | 800 | 90.4% | $3.53万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $7.47万 | 0.04% | 347 | 347 | — | $7.47万 | 新建仓 |
| LRCX | LAM RESEARCH | $7.48万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7.59万 | 0.04% | 980 | -907 | -48.1% | -$7.03万 | 减仓 |
| JPM | JPMORGAN CHASE | $7.63万 | 0.04% | 260 | 96 | 58.5% | $2.82万 | 加仓 |
| BUI | BLACKROCK UTILITIES | $7.67万 | 0.04% | 2,908 | 900 | 44.8% | $2.37万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC | $7.71万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $7.85万 | 0.04% | 254 | 120 | 89.6% | $3.71万 | 加仓 |
| — | PGIM ACTIVE | $7.87万 | 0.04% | 1,860 | 1,860 | — | $7.87万 | 新建仓 |
| VGT | VANGUARD INFORMATION | $7.95万 | 0.04% | 114 | 114 | — | $7.95万 | 新建仓 |
| CDNS | CADENCE DESIGN | $8.06万 | 0.04% | 290 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR | $8.18万 | 0.04% | 242 | 7 | 3.0% | $2,367 | 加仓 |
| VEU | VANGUARD FTSE | $8.33万 | 0.04% | 1,109 | 457 | 70.1% | $3.43万 | 加仓 |
| QYLD | GLOBAL X | $8.57万 | 0.05% | 5,000 | -574 | -10.3% | -$9,844 | 减仓 |
| SPHB | INVESCO S&P | $8.68万 | 0.05% | 748 | -131 | -14.9% | -$1.52万 | 减仓 |
| DGRO | ISHARES CORE | $8.68万 | 0.05% | 1,237 | 6 | 0.5% | $421 | 加仓 |
| FPE | FIRST TRUST | $8.73万 | 0.05% | 4,916 | -108 | -2.1% | -$1,917 | 减仓 |
| FNY | FIRST TRUST | $8.73万 | 0.05% | 965 | -89 | -8.4% | -$8,053 | 减仓 |
| CGSD | CAPITAL GROUP | $8.79万 | 0.05% | 3,408 | 475 | 16.2% | $1.23万 | 加仓 |
| XLG | INVESCO S&P | $8.79万 | 0.05% | 1,612 | 1,612 | — | $8.79万 | 新建仓 |
| NSC | NORFOLK SOUTHERN | $8.81万 | 0.05% | 307 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST | $8.99万 | 0.05% | 2,006 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES | $9.41万 | 0.05% | 450 | 200 | 80.0% | $4.18万 | 加仓 |
| DFSD | DIMENSIONAL SHORT | $9.45万 | 0.05% | 1,973 | 0 | 0.0% | — | 不变 |
| UITB | VICTORYSHARES CORE | $9.79万 | 0.05% | 2,083 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD | $10.02万 | 0.05% | 7,196 | 94 | 1.3% | $1,309 | 加仓 |
| IEFA | ISHARES CORE | $10.53万 | 0.06% | 1,163 | -382 | -24.7% | -$3.46万 | 减仓 |
| CAT | CATERPILLAR INC | $10.71万 | 0.06% | 151 | 38 | 33.6% | $2.70万 | 加仓 |
| OBDC | BLUE OWL | $11.06万 | 0.06% | 10,000 | 3,400 | 51.5% | $3.76万 | 加仓 |
| ICSH | ISHARES ULTRA | $11.12万 | 0.06% | 2,197 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET | $11.22万 | 0.06% | 3,345 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $12.13万 | 0.06% | 976 | 2 | 0.2% | $248 | 加仓 |
| XYZ | BLOCK INC | $12.14万 | 0.06% | 2,018 | 1,678 | 493.5% | $10.10万 | 加仓 |
| IVW | ISHARES S&P | $12.35万 | 0.07% | 1,092 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON | $12.36万 | 0.07% | 5,430 | 33 | 0.6% | $751 | 加仓 |
| IVV | ISHARES CORE | $12.54万 | 0.07% | 192 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN | $12.77万 | 0.07% | 2,300 | 1,600 | 228.6% | $8.88万 | 加仓 |
| BUFF | INNOVATOR ETFS | $13.34万 | 0.07% | 2,700 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $13.79万 | 0.07% | 667 | -618 | -48.1% | -$12.78万 | 减仓 |
| NCLH | NORWEGIAN CRUISE | $13.93万 | 0.07% | 7,450 | -1,000 | -11.8% | -$1.87万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $14.18万 | 0.08% | 840 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS | $14.56万 | 0.08% | 4,475 | -2,500 | -35.8% | -$8.14万 | 减仓 |
| SPDW | STATE STREET | $14.57万 | 0.08% | 3,192 | 2,662 | 502.3% | $12.15万 | 加仓 |
| — | NUVEEN DYNAMIC | $15.62万 | 0.08% | 15,182 | -385 | -2.5% | -$3,962 | 减仓 |
| UTES | VIRTUS REAVES | $15.64万 | 0.08% | 1,958 | 1,958 | — | $15.64万 | 新建仓 |
| NFLX | NETFLIX INC | $16.04万 | 0.08% | 1,668 | 442 | 36.1% | $4.25万 | 加仓 |
| FEM | FIRST TRUST | $16.08万 | 0.09% | 5,367 | 68 | 1.3% | $2,037 | 加仓 |
| UAL | UNITED AIRLINES | $16.85万 | 0.09% | 1,830 | 748 | 69.1% | $6.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $16.87万 | 0.09% | 499 | 16 | 3.3% | $5,409 | 加仓 |
| GDX | VANECK GOLD | $17.10万 | 0.09% | 1,863 | 676 | 57.0% | $6.20万 | 加仓 |
| IBM | INTL BUSINESS | $17.18万 | 0.09% | 709 | 1 | 0.1% | $242 | 加仓 |
| FDN | FIRST TRUST | $17.29万 | 0.09% | 739 | -29 | -3.8% | -$6,787 | 减仓 |
| ANET | ARISTA NETWORKS | $17.53万 | 0.09% | 1,428 | -152 | -9.6% | -$1.87万 | 减仓 |
| TLT | ISHARES 20 PLUS | $17.69万 | 0.09% | 2,040 | 14 | 0.7% | $1,214 | 加仓 |
| — | GRANITESHARES NASDAQ | $18.28万 | 0.10% | 3,340 | 3,340 | — | $18.28万 | 新建仓 |
| PFE | PFIZER INC | $18.36万 | 0.10% | 6,538 | -12 | -0.2% | -$337 | 减仓 |