13F 机构持仓

MPWM ADVISORY SOLUTIONS, LLC

ALPHARETTA GA · SEC CIK 0002056693

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 16.3%
SPTM 9.1%
QQQ 4.9%
SPTL 4.2%
IWM 3.3%
MSFT 3.0%
BUFQ 2.8%
CLOI 2.4%
QQQM 2.4%
DFUS 2.0%

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
OBDC BLUE OWL $00.00%0 -10,000-100.0% -$11.06万 清仓
CGSD CAPITAL GROUP $00.00%0 -3,408-100.0% -$8.79万 清仓
QYLD GLOBAL X $00.00%0 -5,000-100.0% -$8.57万 清仓
— INVESCO KBW $00.00%0 -5,600-100.0% -$7.02万 清仓
— GABELLI FINL $00.00%0 -1,530-100.0% -$6.37万 清仓
LNG CHENIERE ENERGY $00.00%0 -201-100.0% -$5.70万 清仓
CMCSA COMCAST CORP $00.00%0 -1,812-100.0% -$5.20万 清仓
APP APPLOVIN CORP $00.00%0 -110-100.0% -$4.38万 清仓
PFLT PENNANTPARK FLOATING $00.00%0 -5,000-100.0% -$4.02万 清仓
NEM NEWMONT CORP $00.00%0 -301-100.0% -$3.25万 清仓
— PEAKSTONE REALTY $00.00%0 -1,520-100.0% -$3.18万 清仓
DBL DOUBLELINE OPPORTUNISTIC $00.00%0 -2,000-100.0% -$2.92万 清仓
BCX BLACKROCK RESOURCES $00.00%0 -2,016-100.0% -$2.43万 清仓
RING ISHARES MSCI $00.00%0 -280-100.0% -$2.21万 清仓
SPYM STATE STREET $00.00%0 -200-100.0% -$1.53万 清仓
T AT&T INC $00.00%0 -415-100.0% -$1.20万 清仓
PPG PPG INDUSTRIES $00.00%0 -100-100.0% -$1.07万 清仓
FXH FIRST TRUST $00.00%0 -46-100.0% -$5,049 清仓
XYLD GLOBAL X $00.00%0 -125-100.0% -$4,891 清仓
BMRN BIOMARIN PHARMACEUTICAL $00.00%0 -75-100.0% -$4,237 清仓
SNY SANOFI $00.00%0 -83-100.0% -$3,999 清仓
ACN ACCENTURE PLC $00.00%0 -16-100.0% -$3,173 清仓
DLTR DOLLAR TREE $00.00%0 -25-100.0% -$2,738 清仓
COWG PACER US $00.00%0 -78-100.0% -$2,632 清仓
AJG ARTHUR J $00.00%0 -12-100.0% -$2,599 清仓
ZS ZSCALER INC $00.00%0 -18-100.0% -$2,525 清仓
FUL FULLER H B $00.00%0 -37-100.0% -$2,282 清仓
ROP ROPER TECHNOLOGIES $00.00%0 -6-100.0% -$2,123 清仓
PATH UIPATH INC $00.00%0 -182-100.0% -$2,020 清仓
VG VENTURE GLOBAL $00.00%0 -100-100.0% -$1,576 清仓
NXH BED BATH $00.00%0 -300-100.0% -$1,392 清仓
FXN FIRST TRUST $00.00%0 -60-100.0% -$1,348 清仓
CRSR CORSAIR GAMING $00.00%0 -200-100.0% -$1,110 清仓
POWW OUTDOOR HOLDING $00.00%0 -500-100.0% -$1,005 清仓
RSPU INVESCO S&P $00.00%0 -11-100.0% -$892 清仓
TEAM ATLASSIAN CORP $00.00%0 -11-100.0% -$751 清仓
DASH DOORDASH INC $00.00%0 -4-100.0% -$601 清仓
— BLACKROCK UTILS $00.00%0 -2,908-100.0% -$23 清仓
— CURIS INC $10.00%2 00.0% — 不变
— BLINK CHARGING $190.00%29 00.0% — 不变
OGN ORGANON & CO $270.00%2 00.0% — 不变
— TILRAY BRANDS $310.00%7 00.0% — 不变
NOK NOKIA CORP $530.00%4 00.0% — 不变
— NET LEASE $780.00%7 00.0% — 不变
MICC MAGNUM ICE $1040.00%6 00.0% — 不变
MRNA MODERNA INC $2100.00%3 00.0% — 不变
SNAP SNAP INC $2220.00%50 00.0% — 不变
GAP GAP INC $2430.00%13 00.0% — 不变
VMBS VANGUARD MORTGAGE $2860.00%6 00.0% — 不变
— OCCIDENTAL PETE $2930.00%11 00.0% — 不变
ET ENERGY TRANSFER $4020.00%21 00.0% — 不变
DG DOLLAR GENL $4600.00%4 00.0% — 不变
OKLO OKLO INC $5230.00%10 00.0% — 不变
NVAX NOVAVAX INC $5650.00%60 00.0% — 不变
IDEV ISHARES CORE $6320.00%7 00.0% — 不变
LCII LCI INDS $6350.00%6 00.0% — 不变
EOG EOG RESOURCES $6490.00%5 00.0% — 不变
LULU LULULEMON ATHLETICA $6860.00%6 00.0% — 不变
KD KYNDRYL HOLDINGS $7120.00%63 00.0% — 不变
SWIM LATHAM GROUP $7120.00%110 00.0% — 不变
ABT ABBOTT LABORATORIES $7260.00%8 -23-74.2% -$2,087 减仓
EPD ENTERPRISE PRODUCTS $7350.00%20 00.0% — 不变
WULF TERAWULF INC $7410.00%30 30— $741 新建仓
RIO RIO TINTO $7590.00%8 00.0% — 不变
DD DUPONT DE $8140.00%6 -12-66.7% -$1,628 减仓
PYPL PAYPAL HOLDINGS $8200.00%19 00.0% — 不变
TM TOYOTA MOTOR $8420.00%5 00.0% — 不变
IEMG ISHARES CORE $1,0020.00%12 00.0% — 不变
RGTI RIGETTI COMPUTING $1,0240.00%53 00.0% — 不变
— AMPLIFY ALTERNATIVE $1,0560.00%41 00.0% — 不变
SOLS SOLSTICE ADVANCED $1,0630.00%12 00.0% — 不变
EDIV STATE STREET $1,0650.00%26 00.0% — 不变
PCAR PACCAR INC $1,0810.00%9 00.0% — 不变
JKHY JACK HENRY $1,1020.00%8 00.0% — 不变
AVUV AVANTIS U S $1,1230.00%9 00.0% — 不变
IYE ISHARES U S $1,1320.00%20 00.0% — 不变
GGG GRACO INC $1,1340.00%15 00.0% — 不变
BMY BRISTOL MYERS $1,1520.00%20 00.0% — 不变
AZTA AZENTA INC $1,2500.00%49 00.0% — 不变
MANH MANHATTAN ASSOCS $1,2530.00%9 00.0% — 不变
ZTS ZOETIS INC $1,2930.00%18 00.0% — 不变
FXD FIRST TRUST $1,3830.00%20 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE $1,3890.00%80 00.0% — 不变
SOFI SOFI TECHNOLOGIES $1,4340.00%80 00.0% — 不变
PWR QUANTA SERVICES $1,4400.00%2 00.0% — 不变
Q QNITY ELECTRONICS $1,4700.00%9 00.0% — 不变
MRSH MARSH $1,5000.00%9 00.0% — 不变
JNK STATE STREET $1,5420.00%16 00.0% — 不变
CGUS CAPITAL GROUP $1,5570.00%35 -71-67.0% -$3,158 减仓
DXC DXC TECHNOLOGY $1,5750.00%178 00.0% — 不变
TSCO TRACTOR SUPPLY $1,5810.00%50 00.0% — 不变
XBI STATE STREET $1,5830.00%10 00.0% — 不变
VSNT VERSANT MEDIA $1,5840.00%44 00.0% — 不变
FIZZ NATIONAL BEVERAGE $1,5910.00%51 00.0% — 不变
ADM ARCHER DANIELS $1,6040.00%21 00.0% — 不变
ITW ILLINOIS TOOL $1,6230.00%6 00.0% — 不变
CNI CANADIAN NATIONAL $1,6690.00%14 00.0% — 不变
LEU CENTRUS ENERGY $1,6790.00%10 10— $1,679 新建仓
VBR VANGUARD SMALL $1,7010.00%7 00.0% — 不变
PNC PNC FINANCIAL $1,7240.00%7 00.0% — 不变