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 |
|---|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | $4.93万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| CHAT | ROUNDHILL GENERATIVE | $4.93万 | 0.02% | 500 | 500 | — | $4.93万 | 新建仓 |
| DIHP | DIMENSIONAL INTL | $4.95万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE | $4.95万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $4.97万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE | $5.03万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TRUST | $5.11万 | 0.02% | 1,400 | -600 | -30.0% | -$2.19万 | 减仓 |
| SO | SOUTHERN COMPANY | $5.21万 | 0.02% | 544 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO | $5.23万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $5.23万 | 0.02% | 276 | 1 | 0.4% | $189 | 加仓 |
| UTF | COHEN & STEERS | $5.24万 | 0.02% | 1,900 | 1,900 | — | $5.24万 | 新建仓 |
| IGSB | ISHARES 1-5 | $5.32万 | 0.02% | 1,016 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC | $5.37万 | 0.02% | 6,301 | 2,061 | 48.6% | $1.76万 | 加仓 |
| — | FIRST TRUST | $5.40万 | 0.02% | 1,467 | 108 | 7.9% | $3,974 | 加仓 |
| COST | COSTCO WHOLESALE | $5.42万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC | $5.46万 | 0.02% | 5,000 | -2,000 | -28.6% | -$2.18万 | 减仓 |
| LMT | LOCKHEED MARTIN | $5.66万 | 0.03% | 111 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY CWP | $5.67万 | 0.03% | 1,350 | 1,350 | — | $5.67万 | 新建仓 |
| VEU | VANGUARD FTSE | $5.77万 | 0.03% | 689 | -420 | -37.9% | -$3.52万 | 减仓 |
| AVGO | BROADCOM INC | $5.80万 | 0.03% | 154 | -100 | -39.4% | -$3.77万 | 减仓 |
| LH | LABCORP HOLDINGS | $5.96万 | 0.03% | 213 | 213 | — | $5.96万 | 新建仓 |
| VYMI | VANGUARD INTL | $6.05万 | 0.03% | 616 | 5 | 0.8% | $491 | 加仓 |
| IUSB | ISHARES CORE | $6.16万 | 0.03% | 1,334 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET | $6.18万 | 0.03% | 1,153 | 45 | 4.1% | $2,412 | 加仓 |
| KO | COCA COLA COMPANY | $6.22万 | 0.03% | 765 | 1 | 0.1% | $81 | 加仓 |
| FEM | FIRST TRUST | $6.33万 | 0.03% | 1,978 | -3,389 | -63.1% | -$10.84万 | 减仓 |
| WRB | BERKLEY W R | $6.35万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $6.37万 | 0.03% | 640 | -340 | -34.7% | -$3.38万 | 减仓 |
| PEP | PEPSICO INC | $6.46万 | 0.03% | 477 | 100 | 26.5% | $1.35万 | 加仓 |
| FEX | FIRST TRUST | $6.64万 | 0.03% | 475 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $6.82万 | 0.03% | 314 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO VARIABLE | $7.05万 | 0.03% | 2,900 | 1,000 | 52.6% | $2.43万 | 加仓 |
| EFG | ISHARES MSCI | $7.11万 | 0.03% | 571 | 59 | 11.5% | $7,345 | 加仓 |
| MTUM | ISHARES MSCI | $7.20万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $7.52万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $7.53万 | 0.03% | 2,376 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION | $7.65万 | 0.03% | 640 | -272 | -29.8% | -$3.25万 | 减仓 |
| VUG | VANGUARD GROWTH | $7.81万 | 0.03% | 907 | 1 | 0.1% | $86 | 加仓 |
| IEV | ISHARES EUROPE | $7.93万 | 0.04% | 1,089 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P | $7.99万 | 0.04% | 1,305 | -307 | -19.0% | -$1.88万 | 减仓 |
| KMB | KIMBERLY CLARK | $8.02万 | 0.04% | 731 | 731 | — | $8.02万 | 新建仓 |
| VIG | VANGUARD DIVIDEND | $8.25万 | 0.04% | 349 | 2 | 0.6% | $473 | 加仓 |
| RF | REGIONS FINANCIAL | $8.28万 | 0.04% | 2,742 | 2,742 | — | $8.28万 | 新建仓 |
| CVS | CVS HEALTH | $8.29万 | 0.04% | 801 | 101 | 14.4% | $1.04万 | 加仓 |
| ITOT | ISHARES CORE | $8.38万 | 0.04% | 510 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US | $8.48万 | 0.04% | 2,506 | 3 | 0.1% | $102 | 加仓 |
| JPM | JPMORGAN CHASE | $8.50万 | 0.04% | 260 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $8.59万 | 0.04% | 692 | 80 | 13.1% | $9,934 | 加仓 |
| FYX | FIRST TRUST | $8.70万 | 0.04% | 603 | 112 | 22.8% | $1.62万 | 加仓 |
| GDX | VANECK GOLD | $8.77万 | 0.04% | 1,163 | -700 | -37.6% | -$5.28万 | 减仓 |
| FPE | FIRST TRUST | $8.79万 | 0.04% | 4,916 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST | $8.98万 | 0.04% | 2,006 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD | $9.14万 | 0.04% | 6,494 | -702 | -9.8% | -$9,877 | 减仓 |
| CVX | CHEVRON CORP | $9.19万 | 0.04% | 554 | -113 | -16.9% | -$1.87万 | 减仓 |
| DGRO | ISHARES CORE | $9.42万 | 0.04% | 1,242 | 5 | 0.4% | $379 | 加仓 |
| DFSD | DIMENSIONAL SHORT | $9.42万 | 0.04% | 1,973 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $9.66万 | 0.04% | 307 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL | $9.74万 | 0.04% | 2,455 | -4,873 | -66.5% | -$19.34万 | 减仓 |
| UITB | VICTORYSHARES CORE | $9.76万 | 0.04% | 2,083 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST | $9.89万 | 0.04% | 676 | -914 | -57.5% | -$13.38万 | 减仓 |
| QCOM | QUALCOMM INC | $10.37万 | 0.05% | 561 | 200 | 55.4% | $3.70万 | 加仓 |
| INTC | INTEL CORP | $10.43万 | 0.05% | 747 | -938 | -55.7% | -$13.10万 | 减仓 |
| IEFA | ISHARES CORE | $10.88万 | 0.05% | 1,127 | -36 | -3.1% | -$3,476 | 减仓 |
| CDNS | CADENCE DESIGN | $10.88万 | 0.05% | 290 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET | $11.19万 | 0.05% | 3,345 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER | $11.36万 | 0.05% | 2,125 | -975 | -31.5% | -$5.21万 | 减仓 |
| TDIV | FIRST TRUST | $11.49万 | 0.05% | 1,000 | -1,221 | -55.0% | -$14.03万 | 减仓 |
| NLR | VANECK URANIUM | $11.52万 | 0.05% | 993 | 565 | 132.0% | $6.55万 | 加仓 |
| ICSH | ISHARES ULTRA | $11.58万 | 0.05% | 2,289 | 92 | 4.2% | $4,653 | 加仓 |
| — | PGIM SHORT | $11.64万 | 0.05% | 2,287 | 2,287 | — | $11.64万 | 新建仓 |
| SPHB | INVESCO S&P | $11.64万 | 0.05% | 748 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES | $11.85万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH | $11.92万 | 0.05% | 275 | -75 | -21.4% | -$3.25万 | 减仓 |
| ABBV | ABBVIE INC | $12.02万 | 0.05% | 478 | 209 | 77.7% | $5.26万 | 加仓 |
| WMT | WALMART INC | $12.11万 | 0.05% | 1,069 | 93 | 9.5% | $1.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $12.87万 | 0.06% | 269 | 27 | 11.2% | $1.29万 | 加仓 |
| FDN | FIRST TRUST | $13.37万 | 0.06% | 505 | -234 | -31.7% | -$6.19万 | 减仓 |
| CRM | SALESFORCE INC | $13.73万 | 0.06% | 877 | 515 | 142.3% | $8.06万 | 加仓 |
| FHN | FIRST HORIZON | $14.03万 | 0.06% | 5,471 | 41 | 0.8% | $1,051 | 加仓 |
| — | PGIM ACTIVE | $14.10万 | 0.06% | 3,346 | 1,486 | 79.9% | $6.26万 | 加仓 |
| BUFF | INNOVATOR ETFS | $14.22万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $14.40万 | 0.06% | 192 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $14.67万 | 0.07% | 2,944 | 2,797 | 1,902.7% | $13.93万 | 加仓 |
| — | NUVEEN DYNAMIC | $14.74万 | 0.07% | 14,160 | -1,022 | -6.7% | -$1.06万 | 减仓 |
| IVW | ISHARES S&P | $15.02万 | 0.07% | 1,092 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP | $15.31万 | 0.07% | 3,350 | 3,350 | — | $15.31万 | 新建仓 |
| TMUS | T-MOBILE US | $15.35万 | 0.07% | 915 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $15.78万 | 0.07% | 148 | -3 | -2.0% | -$3,199 | 减仓 |
| UTES | VIRTUS REAVES | $16.02万 | 0.07% | 1,960 | 2 | 0.1% | $163 | 加仓 |
| SPDW | STATE STREET | $16.08万 | 0.07% | 3,192 | 0 | 0.0% | — | 不变 |
| BUI | BLACKROCK UTILITIES | $16.43万 | 0.07% | 5,663 | 2,755 | 94.7% | $7.99万 | 加仓 |
| PFE | PFIZER INC | $16.43万 | 0.07% | 6,824 | 286 | 4.4% | $6,887 | 加仓 |
| — | GRANITESHARES NASDAQ | $16.87万 | 0.08% | 2,715 | -625 | -18.7% | -$3.88万 | 减仓 |
| PPA | INVESCO AEROSPACE | $17.08万 | 0.08% | 967 | -186 | -16.1% | -$3.29万 | 减仓 |
| BMNR | BITMINE IMMERSION | $17.41万 | 0.08% | 13,082 | 840 | 6.9% | $1.12万 | 加仓 |
| VKTX | VIKING THERAPEUTICS | $17.46万 | 0.08% | 4,475 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION | $17.48万 | 0.08% | 1,023 | 1,023 | — | $17.48万 | 新建仓 |
| FLMI | FRANKLIN DYNAMIC | $17.93万 | 0.08% | 7,126 | -1,155 | -13.9% | -$2.91万 | 减仓 |
| QGRO | AMERICAN CENTURY | $18.15万 | 0.08% | 1,538 | -3,979 | -72.1% | -$46.96万 | 减仓 |
| XLV | STATE STREET | $19.02万 | 0.08% | 1,199 | -442 | -26.9% | -$7.01万 | 减仓 |