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 |
|---|---|---|---|---|---|---|---|---|
| OIH | VANECK OIL | $4.82万 | 0.03% | 119 | 111 | 1,387.5% | $4.50万 | 加仓 |
| — | FIRST TRUST | $4.78万 | 0.03% | 1,359 | -277 | -16.9% | -$9,751 | 减仓 |
| DIHP | DIMENSIONAL INTL | $4.67万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.65万 | 0.02% | 361 | 50 | 16.1% | $6,443 | 加仓 |
| VRP | INVESCO VARIABLE | $4.56万 | 0.02% | 1,900 | 1,900 | — | $4.56万 | 新建仓 |
| DFCF | DIMENSIONAL CORE | $4.52万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $4.47万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE | $4.45万 | 0.02% | 227 | 21 | 10.2% | $4,118 | 加仓 |
| APP | APPLOVIN CORP | $4.38万 | 0.02% | 110 | -50 | -31.2% | -$1.99万 | 减仓 |
| PDX | PIMCO DYNAMIC | $4.33万 | 0.02% | 1,965 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P | $4.32万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET | $4.13万 | 0.02% | 1,415 | 1,415 | — | $4.13万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $4.07万 | 0.02% | 310 | 1 | 0.3% | $131 | 加仓 |
| PFLT | PENNANTPARK FLOATING | $4.02万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $3.99万 | 0.02% | 320 | -30 | -8.6% | -$3,744 | 减仓 |
| DVY | ISHARES SELECT | $3.89万 | 0.02% | 257 | 2 | 0.8% | $303 | 加仓 |
| AIQ | GLOBAL X | $3.74万 | 0.02% | 802 | 60 | 8.1% | $2,800 | 加仓 |
| EFV | ISHARES MSCI | $3.71万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TRUST | $3.64万 | 0.02% | 446 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $3.60万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $3.57万 | 0.02% | 732 | 2 | 0.3% | $97 | 加仓 |
| SHLD | GLOBAL X | $3.55万 | 0.02% | 502 | 52 | 11.6% | $3,680 | 加仓 |
| PG | PROCTER & GAMBLE | $3.54万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC | $3.49万 | 0.02% | 4,240 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST | $3.45万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES | $3.44万 | 0.02% | 4,557 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $3.36万 | 0.02% | 472 | -70 | -12.9% | -$4,980 | 减仓 |
| ABND | AMERICAN CENTURY | $3.27万 | 0.02% | 748 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.25万 | 0.02% | 301 | 301 | — | $3.25万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR | $3.24万 | 0.02% | 335 | 335 | — | $3.24万 | 新建仓 |
| S | SENTINELONE INC | $3.22万 | 0.02% | 2,500 | -300 | -10.7% | -$3,864 | 减仓 |
| — | PEAKSTONE REALTY | $3.18万 | 0.02% | 1,520 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SECURITY | $3.17万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET | $3.10万 | 0.02% | 676 | 672 | 16,800.0% | $3.08万 | 重新持有 |
| GILD | GILEAD SCIENCES | $3.07万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.05万 | 0.02% | 328 | 3 | 0.9% | $279 | 加仓 |
| DAL | DELTA AIRLINES | $3.01万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $3.00万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $2.97万 | 0.02% | 203 | -100 | -33.0% | -$1.46万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $2.96万 | 0.02% | 90 | 90 | — | $2.96万 | 新建仓 |
| DBL | DOUBLELINE OPPORTUNISTIC | $2.92万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.88万 | 0.02% | 703 | 2 | 0.3% | $82 | 加仓 |
| GE | GE AEROSPACE | $2.86万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $2.82万 | 0.01% | 132 | 13 | 10.9% | $2,779 | 加仓 |
| GEV | GE VERNOVA | $2.79万 | 0.01% | 32 | 8 | 33.3% | $6,984 | 加仓 |
| MDT | MEDTRONIC PLC | $2.78万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $2.76万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTL | $2.73万 | 0.01% | 700 | -30 | -4.1% | -$1,169 | 减仓 |
| HD | HOME DEPOT | $2.65万 | 0.01% | 81 | 1 | 1.2% | $328 | 加仓 |
| REMX | VANECK RARE | $2.64万 | 0.01% | 300 | 300 | — | $2.64万 | 新建仓 |
| KODK | EASTMAN KODAK | $2.62万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ENHANCED | $2.62万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P | $2.60万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO DORSEY | $2.59万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $2.52万 | 0.01% | 438 | 200 | 84.0% | $1.15万 | 加仓 |
| GLTR | ABRDN PHYSICAL | $2.52万 | 0.01% | 115 | 15 | 15.0% | $3,281 | 加仓 |
| SCHW | SCHWAB CHARLES | $2.47万 | 0.01% | 263 | 263 | — | $2.47万 | 新建仓 |
| DUK | DUKE ENERGY | $2.45万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RESOURCES | $2.43万 | 0.01% | 2,016 | 2,016 | — | $2.43万 | 新建仓 |
| IBIT | ISHARES BITCOIN | $2.34万 | 0.01% | 608 | 125 | 25.9% | $4,803 | 加仓 |
| IJR | ISHARES CORE | $2.28万 | 0.01% | 184 | -317 | -63.3% | -$3.93万 | 减仓 |
| BABA | ALIBABA GROUP | $2.27万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| RING | ISHARES MSCI | $2.21万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X | $2.19万 | 0.01% | 452 | 2 | 0.4% | $97 | 加仓 |
| BDJ | BLACKROCK ENHANCED | $2.18万 | 0.01% | 2,528 | 2,528 | — | $2.18万 | 新建仓 |
| VWO | VANGUARD FSTE | $2.18万 | 0.01% | 403 | -485 | -54.6% | -$2.62万 | 减仓 |
| BLK | BLACKROCK FDG | $2.17万 | 0.01% | 23 | 1 | 4.5% | $942 | 加仓 |
| IWP | ISHARES RUSSELL | $2.14万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES U S | $2.09万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X | $2.07万 | 0.01% | 230 | 230 | — | $2.07万 | 新建仓 |
| USHY | ISHARES BROAD | $2.04万 | 0.01% | 555 | 7 | 1.3% | $258 | 加仓 |
| NET | CLOUDFLARE INC | $2.00万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $1.98万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL NATIONAL | $1.97万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $1.97万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TRUST | $1.89万 | 0.01% | 904 | 904 | — | $1.89万 | 新建仓 |
| IWS | ISHARES RUSS | $1.88万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $1.86万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $1.86万 | 0.01% | 300 | 200 | 200.0% | $1.24万 | 加仓 |
| BND | VANGUARD TOTAL | $1.84万 | 0.01% | 250 | -101 | -28.8% | -$7,438 | 减仓 |
| AMD | ADVANCED MICRO | $1.83万 | 0.01% | 90 | -43 | -32.3% | -$8,748 | 减仓 |
| XONE | BONDBLOXX 1 YEAR | $1.82万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $1.82万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $1.81万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.76万 | 0.01% | 297 | 297 | — | $1.76万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.71万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH | $1.68万 | 0.01% | 335 | -100 | -23.0% | -$5,014 | 减仓 |
| FCX | FREEPORT MCMORAN | $1.67万 | 0.01% | 284 | -100 | -26.0% | -$5,878 | 减仓 |
| SPTI | STATE STREET | $1.66万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP | $1.63万 | 0.01% | 474 | -60 | -11.2% | -$2,065 | 减仓 |
| HLF | HERBALIFE LTD | $1.62万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $1.61万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS | $1.61万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $1.60万 | 0.01% | 500 | 270 | 117.4% | $8,643 | 加仓 |
| FDL | FIRST TRUST | $1.60万 | 0.01% | 314 | -10 | -3.1% | -$508 | 减仓 |
| SDY | STATE STREET | $1.57万 | 0.01% | 108 | 1 | 0.9% | $146 | 加仓 |
| SPYM | STATE STREET | $1.53万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.52万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $1.51万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P | $1.50万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |