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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO | $1,764 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS | $1,733 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE | $1,716 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1,691 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINANCIAL | $1,679 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $1,664 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1,652 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $1,629 | 0.00% | 44 | 44 | — | $1,629 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO | $1,581 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL | $1,576 | 0.00% | 100 | 100 | — | $1,576 | 新建仓 |
| ITW | ILLINOIS TOOL | $1,562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS | $1,561 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $1,561 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING | $1,559 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET | $1,532 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $1,526 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $1,521 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING | $1,468 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $1,457 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $1,439 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH | $1,392 | 0.00% | 300 | 300 | — | $1,392 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $1,353 | 0.00% | 5 | -289 | -98.3% | -$7.82万 | 减仓 |
| FXN | FIRST TRUST | $1,348 | 0.00% | 60 | 60 | — | $1,348 | 新建仓 |
| IYE | ISHARES U S | $1,295 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TRUST | $1,280 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $1,277 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $1,270 | 0.00% | 80 | -500 | -86.2% | -$7,938 | 减仓 |
| GGG | GRACO INC | $1,270 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY | $1,264 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $1,214 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1,205 | 0.00% | 80 | -9 | -10.1% | -$136 | 减仓 |
| MANH | MANHATTAN ASSOCS | $1,198 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL | $1,167 | 0.00% | 25 | 25 | — | $1,167 | 新建仓 |
| CRSR | CORSAIR GAMING | $1,110 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES | $1,098 | 0.00% | 2 | 2 | — | $1,098 | 新建仓 |
| PCAR | PACCAR INC | $1,040 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1,038 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $1,035 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $1,030 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $1,026 | 0.00% | 26 | 26 | — | $1,026 | 新建仓 |
| POWW | OUTDOOR HOLDING | $1,005 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $994 | 0.00% | 9 | 9 | — | $994 | 新建仓 |
| — | AMPLIFY ALTERNATIVE | $944 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $918 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $914 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO S&P | $892 | 0.00% | 11 | 11 | — | $892 | 新建仓 |
| PYPL | PAYPAL HOLDINGS | $859 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE | $837 | 0.00% | 12 | -461 | -97.5% | -$3.22万 | 减仓 |
| KD | KYNDRYL HOLDINGS | $826 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $824 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $757 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP | $751 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $746 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $744 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $738 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $723 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $601 | 0.00% | 4 | 4 | — | $601 | 新建仓 |
| SWIM | LATHAM GROUP | $591 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE | $585 | 0.00% | 7 | 7 | — | $585 | 新建仓 |
| OKLO | OKLO INC | $496 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $488 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $475 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE | $472 | 0.00% | 11 | 11 | — | $472 | 新建仓 |
| ET | ENERGY TRANSFER | $405 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $315 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $284 | 0.00% | 6 | 6 | — | $284 | 新建仓 |
| SNAP | SNAP INC | $230 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $152 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $144 | 0.00% | 2 | -15 | -88.2% | -$1,080 | 减仓 |
| MICC | MAGNUM ICE | $90 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | NET LEASE | $81 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS | $45 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $32 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK UTILS | $23 | 0.00% | 2,908 | 2,908 | — | $23 | 新建仓 |
| — | BLINK CHARGING | $16 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CURIS INC | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELLS CO | $0 | 0.00% | 0 | -7,235 | -100.0% | -$20.16万 | 清仓 |
| FNCL | FIDELITY MSCI | $0 | 0.00% | 0 | -2,241 | -100.0% | -$17.42万 | 清仓 |
| VFH | VANGUARD FINANCIALS | $0 | 0.00% | 0 | -1,140 | -100.0% | -$15.22万 | 清仓 |
| ZBH | ZIMMER BIOMET | $0 | 0.00% | 0 | -661 | -100.0% | -$5.94万 | 清仓 |
| DKNG | DRAFTKINGS INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$5.86万 | 清仓 |
| RWL | INVESCO S&P | $0 | 0.00% | 0 | -411 | -100.0% | -$4.71万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -1,500 | -100.0% | -$3.49万 | 清仓 |
| — | CALL 1 NVIDIA CORP 看涨期权 | $0 | 0.00% | 0 | 0 | — | -$2.54万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.00万 | 清仓 |
| ATEN | A10 NETWORKS | $0 | 0.00% | 0 | -806 | -100.0% | -$1.43万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN | $0 | 0.00% | 0 | -200 | -100.0% | -$1.37万 | 清仓 |
| SFM | SPROUTS FARMERS | $0 | 0.00% | 0 | -165 | -100.0% | -$1.31万 | 清仓 |
| MTDR | MATADOR RESOURCES | $0 | 0.00% | 0 | -300 | -100.0% | -$1.27万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -113 | -100.0% | -$1.20万 | 清仓 |
| VRRM | VERRA MOBILITY | $0 | 0.00% | 0 | -530 | -100.0% | -$1.19万 | 清仓 |
| RWO | SPDR DOW | $0 | 0.00% | 0 | -195 | -100.0% | -$8,767 | 清仓 |
| SNEX | STONEX GROUP | $0 | 0.00% | 0 | -90 | -100.0% | -$8,562 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -95 | -100.0% | -$6,778 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -493 | -100.0% | -$6,235 | 清仓 |
| NEAR | ISHARES SHORT | $0 | 0.00% | 0 | -91 | -100.0% | -$4,649 | 清仓 |
| MBB | ISHARES MBS | $0 | 0.00% | 0 | -30 | -100.0% | -$2,857 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,450 | 清仓 |
| RHP | RYMAN HOSPITALITY | $0 | 0.00% | 0 | -22 | -100.0% | -$2,082 | 清仓 |