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 |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE | $19.32万 | 0.09% | 9,150 | 1,700 | 22.8% | $3.59万 | 加仓 |
| FNY | FIRST TRUST | $19.37万 | 0.09% | 1,747 | 782 | 81.0% | $8.67万 | 加仓 |
| JAAA | JANUS HENDERSON | $19.86万 | 0.09% | 3,934 | 3,934 | — | $19.86万 | 新建仓 |
| IBM | INTL BUSINESS | $19.96万 | 0.09% | 710 | 1 | 0.1% | $281 | 加仓 |
| FTCS | FIRST TRUST | $20.01万 | 0.09% | 2,131 | -2,004 | -48.5% | -$18.82万 | 减仓 |
| FVD | FIRST TRUST | $20.05万 | 0.09% | 4,161 | -4,742 | -53.3% | -$22.85万 | 减仓 |
| XMHQ | INVESCO S&P | $21.49万 | 0.10% | 1,904 | -50 | -2.6% | -$5,644 | 减仓 |
| IFRA | ISHARES TRUST | $21.84万 | 0.10% | 3,465 | 10 | 0.3% | $630 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $22.28万 | 0.10% | 5,262 | 18 | 0.3% | $762 | 加仓 |
| VHT | VANGUARD HEALTH | $22.54万 | 0.10% | 754 | -78 | -9.4% | -$2.33万 | 减仓 |
| JEPI | JPMORGAN | $23.13万 | 0.10% | 4,095 | 4,015 | 5,018.8% | $22.68万 | 加仓 |
| HD | HOME DEPOT | $23.35万 | 0.10% | 662 | 581 | 717.3% | $20.49万 | 加仓 |
| VYM | VANGUARD HIGH | $23.47万 | 0.10% | 1,485 | 1 | 0.1% | $158 | 加仓 |
| WU | WESTERN UNION | $23.67万 | 0.11% | 30,736 | -1,809 | -5.6% | -$1.39万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL | $23.73万 | 0.11% | 4,497 | 111 | 2.5% | $5,856 | 加仓 |
| TLT | ISHARES 20 PLUS | $23.89万 | 0.11% | 2,764 | 724 | 35.5% | $6.26万 | 加仓 |
| ANET | ARISTA NETWORKS | $24.26万 | 0.11% | 1,428 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $24.89万 | 0.11% | 1,830 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $26.02万 | 0.12% | 406 | 316 | 351.1% | $20.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $27.22万 | 0.12% | 544 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP | $27.72万 | 0.12% | 5,874 | -3,137 | -34.8% | -$14.81万 | 减仓 |
| LMBS | FIRST TRUST | $28.70万 | 0.13% | 5,766 | -72 | -1.2% | -$3,584 | 减仓 |
| VEA | VANGUARD FTSE | $29.25万 | 0.13% | 4,106 | -161 | -3.8% | -$1.15万 | 减仓 |
| SPYV | STATE STREET | $30.87万 | 0.14% | 5,079 | 5 | 0.1% | $304 | 加仓 |
| APH | AMPHENOL CORP | $31.24万 | 0.14% | 1,772 | 1,772 | — | $31.24万 | 新建仓 |
| VV | VANGUARD LARGE | $31.74万 | 0.14% | 923 | -15 | -1.6% | -$5,159 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.80万 | 0.14% | 1,252 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $31.97万 | 0.14% | 4,146 | 48 | 1.2% | $3,702 | 加仓 |
| CFA | VICTORYSHARES US | $33.69万 | 0.15% | 3,410 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN | $35.35万 | 0.16% | 5,752 | 3,452 | 150.1% | $21.21万 | 加仓 |
| RSP | INVESCO S&P | $35.70万 | 0.16% | 1,678 | -418 | -19.9% | -$8.89万 | 减仓 |
| FEP | FIRST TRUST | $35.79万 | 0.16% | 6,273 | -23 | -0.4% | -$1,312 | 减仓 |
| DFIC | DIMENSIONAL INTL | $37.50万 | 0.17% | 10,065 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $38.36万 | 0.17% | 320 | 113 | 54.6% | $13.54万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE | $39.41万 | 0.18% | 5,138 | 24 | 0.5% | $1,841 | 加仓 |
| SFLR | INNOVATOR EQUITY | $39.81万 | 0.18% | 10,320 | -269 | -2.5% | -$1.04万 | 减仓 |
| NEE | NEXTERA ENERGY | $41.15万 | 0.18% | 4,688 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR | $41.28万 | 0.18% | 629 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD | $43.67万 | 0.19% | 11,854 | -34 | -0.3% | -$1,253 | 减仓 |
| BST | BLACKROCK SCIENCE | $44.30万 | 0.20% | 8,736 | -368 | -4.0% | -$1.87万 | 减仓 |
| TSLA | TESLA INC | $44.79万 | 0.20% | 1,065 | 103 | 10.7% | $4.33万 | 加仓 |
| IWB | ISHARES RUSSELL | $45.35万 | 0.20% | 1,107 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $46.40万 | 0.21% | 5,724 | 208 | 3.8% | $1.69万 | 加仓 |
| TBIL | F/M U S | $46.94万 | 0.21% | 9,415 | 902 | 10.6% | $4.50万 | 加仓 |
| BIL | STATE STREET | $47.33万 | 0.21% | 5,165 | 399 | 8.4% | $3.66万 | 加仓 |
| JPST | JPMORGAN | $48.44万 | 0.22% | 9,579 | -77 | -0.8% | -$3,894 | 减仓 |
| MRVL | MARVELL TECHNOLOGY | $49.34万 | 0.22% | 1,656 | -1,220 | -42.4% | -$36.35万 | 减仓 |
| SGOV | ISHARES 0-3 | $50.89万 | 0.23% | 5,055 | -531 | -9.5% | -$5.35万 | 减仓 |
| MRK | MERCK & COMPANY | $51.31万 | 0.23% | 3,993 | 2,208 | 123.7% | $28.37万 | 加仓 |
| — | DIMENSIONAL US | $56.19万 | 0.25% | 6,824 | 6 | 0.1% | $494 | 加仓 |
| META | META PLATFORMS | $56.81万 | 0.25% | 1,008 | 9 | 0.9% | $5,072 | 加仓 |
| MU | MICRON TECHNOLOGY | $56.95万 | 0.25% | 493 | -6 | -1.2% | -$6,931 | 减仓 |
| DFUV | DIMENSIONAL US | $57.62万 | 0.26% | 10,474 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD | $58.83万 | 0.26% | 1,597 | -186 | -10.4% | -$6.85万 | 减仓 |
| FEZ | STATE STREET | $61.13万 | 0.27% | 8,901 | 9 | 0.1% | $618 | 加仓 |
| PAAA | PGIM AAA | $63.25万 | 0.28% | 12,337 | 1,696 | 15.9% | $8.70万 | 加仓 |
| FDT | FIRST TRUST | $68.50万 | 0.31% | 7,235 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $70.59万 | 0.31% | 8,030 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $71.29万 | 0.32% | 16,072 | -99 | -0.6% | -$4,392 | 减仓 |
| V | VISA INC | $73.65万 | 0.33% | 2,147 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $74.53万 | 0.33% | 2,076 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE | $79.00万 | 0.35% | 7,981 | 4 | 0.1% | $396 | 加仓 |
| VB | VANGUARD SMALL | $80.93万 | 0.36% | 2,670 | -87 | -3.2% | -$2.64万 | 减仓 |
| PFXF | VANECK PFD | $87.01万 | 0.39% | 48,773 | 1,196 | 2.5% | $2.13万 | 加仓 |
| VOO | VANGUARD S&P | $87.54万 | 0.39% | 1,275 | 1 | 0.1% | $687 | 加仓 |
| FTA | FIRST TRUST | $93.82万 | 0.42% | 9,692 | 118 | 1.2% | $1.14万 | 加仓 |
| FTC | FIRST TRUST | $100.08万 | 0.45% | 5,165 | 62 | 1.2% | $1.20万 | 加仓 |
| AMLP | ALERIAN MLP | $100.13万 | 0.45% | 19,311 | -11 | -0.1% | -$570 | 减仓 |
| GOOGL | ALPHABET INC | $101.23万 | 0.45% | 2,833 | 79 | 2.9% | $2.82万 | 加仓 |
| FLXR | TCW FLEXIBLE | $102.67万 | 0.46% | 26,185 | 2,364 | 9.9% | $9.27万 | 加仓 |
| XLK | STATE STREET | $105.57万 | 0.47% | 5,541 | 2,142 | 63.0% | $40.81万 | 加仓 |
| VTI | VANGUARD TOTAL | $105.82万 | 0.47% | 2,860 | 1 | 0.0% | $370 | 加仓 |
| MUA | BLACKROCK MUNIASSETS | $106.86万 | 0.48% | 97,054 | -4,963 | -4.9% | -$5.46万 | 减仓 |
| SCHO | SCHWAB SHORT | $109.02万 | 0.49% | 45,160 | -305 | -0.7% | -$7,363 | 减仓 |
| DFIV | DIMENSIONAL INTL | $111.65万 | 0.50% | 20,668 | 86 | 0.4% | $4,646 | 加仓 |
| PULS | PGIM ULTRA | $112.19万 | 0.50% | 22,642 | -3,569 | -13.6% | -$17.68万 | 减仓 |
| VO | VANGUARD MID | $113.18万 | 0.50% | 14,047 | -1,357 | -8.8% | -$10.93万 | 减仓 |
| CII | BLACKROCK ENHANCED | $118.49万 | 0.53% | 45,312 | 10,203 | 29.1% | $26.68万 | 加仓 |
| GOOG | ALPHABET INC | $127.43万 | 0.57% | 3,607 | -75 | -2.0% | -$2.65万 | 减仓 |
| EMB | ISHARES JPMORGAN | $153.33万 | 0.68% | 15,899 | 1,232 | 8.4% | $11.88万 | 加仓 |
| MGC | VANGUARD MEGA | $158.84万 | 0.71% | 5,805 | -29 | -0.5% | -$7,935 | 减仓 |
| MINT | PIMCO EHNANCED | $168.96万 | 0.75% | 16,760 | -705 | -4.0% | -$7.11万 | 减仓 |
| TOTL | STATE STREET | $171.32万 | 0.76% | 43,404 | 8,635 | 24.8% | $34.08万 | 加仓 |
| AMZN | AMAZON COM | $179.83万 | 0.80% | 7,545 | 1,416 | 23.1% | $33.75万 | 加仓 |
| GTO | INVESCO TOTAL | $190.04万 | 0.85% | 40,546 | 5,299 | 15.0% | $24.84万 | 加仓 |
| OUNZ | VANECK MERK | $193.75万 | 0.86% | 50,206 | 21,750 | 76.4% | $83.93万 | 加仓 |
| TFLO | ISHARES TREASURY | $218.98万 | 0.98% | 43,251 | 3,638 | 9.2% | $18.42万 | 加仓 |
| IDMO | INVESCO S&P | $268.40万 | 1.20% | 44,519 | 5,064 | 12.8% | $30.53万 | 加仓 |
| AAPL | APPLE INC | $273.50万 | 1.22% | 9,452 | -32 | -0.3% | -$9,259 | 减仓 |
| NVDA | NVIDIA CORP | $280.46万 | 1.25% | 14,017 | 18 | 0.1% | $3,602 | 加仓 |
| CIBR | FIRST TRUST | $291.44万 | 1.30% | 32,437 | 2,929 | 9.9% | $26.32万 | 加仓 |
| INDA | ISHARES MSCI | $294.15万 | 1.31% | 59,557 | 1,626 | 2.8% | $8.03万 | 加仓 |
| IVE | ISHARES S&P | $299.09万 | 1.33% | 13,172 | 954 | 7.8% | $21.66万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY | $371.62万 | 1.66% | 134,400 | 9,813 | 7.9% | $27.13万 | 加仓 |
| CDL | VICTORYSHARES US | $375.41万 | 1.67% | 48,395 | -1,443 | -2.9% | -$11.19万 | 减仓 |
| SDVY | FIRST TRUST | $378.40万 | 1.69% | 87,714 | -674 | -0.8% | -$2.91万 | 减仓 |
| SPMO | INVESCO S&P | $415.65万 | 1.85% | 25,731 | -5,575 | -17.8% | -$90.06万 | 减仓 |
| SPYG | STATE STREET | $433.43万 | 1.93% | 36,426 | -1,939 | -5.1% | -$23.07万 | 减仓 |
| XLI | STATE STREET | $444.66万 | 1.98% | 24,006 | 2,977 | 14.2% | $55.14万 | 加仓 |
| DFUS | DIMENSIONAL US | $452.23万 | 2.02% | 55,190 | -434 | -0.8% | -$3.56万 | 减仓 |