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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET | $3,229.01万 | 17.11% | 49,651 | 716 | 1.5% | $46.56万 | 加仓 |
| SPTM | STATE STREET | $1,649.13万 | 8.74% | 208,592 | 4,655 | 2.3% | $36.80万 | 加仓 |
| SPTL | STATE STREET | $913.02万 | 4.84% | 347,157 | 106,618 | 44.3% | $280.41万 | 加仓 |
| QQQ | INVESCO QQQ | $870.44万 | 4.61% | 15,081 | 1,841 | 13.9% | $106.26万 | 加仓 |
| IWM | ISHARES RUSSELL | $582.59万 | 3.09% | 23,492 | 276 | 1.2% | $6.84万 | 加仓 |
| CLOI | VANECK CLO | $523.08万 | 2.77% | 99,257 | 7,351 | 8.0% | $38.74万 | 加仓 |
| BUFQ | FIRST TRUST | $514.80万 | 2.73% | 145,752 | -6,910 | -4.5% | -$24.41万 | 减仓 |
| DFUS | DIMENSIONAL US | $394.43万 | 2.09% | 55,624 | -952 | -1.7% | -$6.75万 | 减仓 |
| QQQM | INVESCO NASDAQ | $393.98万 | 2.09% | 16,580 | -8,600 | -34.2% | -$204.35万 | 减仓 |
| SPYG | STATE STREET | $375.63万 | 1.99% | 38,365 | -279 | -0.7% | -$2.73万 | 减仓 |
| CDL | VICTORYSHARES US | $371.37万 | 1.97% | 49,838 | -438,040 | -89.8% | -$3,264.05万 | 减仓 |
| SPMO | INVESCO S&P | $350.97万 | 1.86% | 31,306 | 31,306 | — | $350.97万 | 新建仓 |
| SDVY | FIRST TRUST | $348.51万 | 1.85% | 88,388 | 8,699 | 10.9% | $34.30万 | 加仓 |
| XLI | STATE STREET | $340.11万 | 1.80% | 21,029 | -7,622 | -26.6% | -$123.27万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY | $297.39万 | 1.58% | 124,587 | 123,918 | 18,522.9% | $295.79万 | 加仓 |
| INDA | ISHARES MSCI | $271.35万 | 1.44% | 57,931 | -7,080 | -10.9% | -$33.16万 | 减仓 |
| IVE | ISHARES S&P | $257.98万 | 1.37% | 12,218 | 12,218 | — | $257.98万 | 新建仓 |
| NVDA | NVIDIA CORP | $244.14万 | 1.29% | 13,999 | 973 | 7.5% | $16.97万 | 加仓 |
| AAPL | APPLE INC | $240.71万 | 1.28% | 9,484 | 55 | 0.6% | $1.40万 | 加仓 |
| IDMO | INVESCO S&P | $216.37万 | 1.15% | 39,455 | 39,455 | — | $216.37万 | 新建仓 |
| TFLO | ISHARES TREASURY | $200.56万 | 1.06% | 39,613 | -4,509 | -10.2% | -$22.83万 | 减仓 |
| CIBR | FIRST TRUST | $184.95万 | 0.98% | 29,508 | -590 | -2.0% | -$3.70万 | 减仓 |
| MINT | PIMCO EHNANCED | $175.65万 | 0.93% | 17,465 | -4 | -0.0% | -$402 | 减仓 |
| GTO | INVESCO TOTAL | $165.06万 | 0.87% | 35,247 | 35,247 | — | $165.06万 | 新建仓 |
| TOTL | STATE STREET | $138.14万 | 0.73% | 34,769 | 34,769 | — | $138.14万 | 新建仓 |
| MGC | VANGUARD MEGA | $137.88万 | 0.73% | 5,834 | 423 | 7.8% | $10.00万 | 加仓 |
| EMB | ISHARES JPMORGAN | $137.77万 | 0.73% | 14,667 | 10,557 | 256.9% | $99.16万 | 加仓 |
| PULS | PGIM ULTRA | $129.75万 | 0.69% | 26,211 | 1,673 | 6.8% | $8.28万 | 加仓 |
| OUNZ | VANECK MERK | $128.19万 | 0.68% | 28,456 | 2,807 | 10.9% | $12.65万 | 加仓 |
| AMZN | AMAZON COM | $127.65万 | 0.68% | 6,129 | 50 | 0.8% | $1.04万 | 加仓 |
| VO | VANGUARD MID | $110.59万 | 0.59% | 3,851 | 283 | 7.9% | $8.13万 | 加仓 |
| SCHO | SCHWAB SHORT | $110.34万 | 0.58% | 45,465 | -6,134 | -11.9% | -$14.89万 | 减仓 |
| DFIV | DIMENSIONAL INTL | $108.63万 | 0.58% | 20,582 | 967 | 4.9% | $5.10万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS | $108.24万 | 0.57% | 102,017 | 370 | 0.4% | $3,926 | 加仓 |
| GOOG | ALPHABET INC | $105.62万 | 0.56% | 3,682 | 10 | 0.3% | $2,869 | 加仓 |
| AMLP | ALERIAN MLP | $101.71万 | 0.54% | 19,322 | 1,155 | 6.4% | $6.08万 | 加仓 |
| FLXR | TCW FLEXIBLE | $93.55万 | 0.50% | 23,821 | 23,821 | — | $93.55万 | 新建仓 |
| VTI | VANGUARD TOTAL | $91.73万 | 0.49% | 2,859 | -752 | -20.8% | -$24.13万 | 减仓 |
| FTA | FIRST TRUST | $88.42万 | 0.47% | 9,574 | 65 | 0.7% | $6,003 | 加仓 |
| PFXF | VANECK PFD | $83.45万 | 0.44% | 47,577 | 290 | 0.6% | $5,087 | 加仓 |
| GOOGL | ALPHABET INC | $79.20万 | 0.42% | 2,754 | 161 | 6.2% | $4.63万 | 加仓 |
| AGG | ISHARES CORE | $79.19万 | 0.42% | 7,977 | 4,261 | 114.7% | $42.30万 | 加仓 |
| FTC | FIRST TRUST | $78.66万 | 0.42% | 5,103 | -9 | -0.2% | -$1,387 | 减仓 |
| GLD | SPDR GOLD | $76.72万 | 0.41% | 1,783 | 131 | 7.9% | $5.64万 | 加仓 |
| VOO | VANGUARD S&P | $76.12万 | 0.40% | 1,274 | 382 | 42.8% | $22.83万 | 加仓 |
| CII | BLACKROCK ENHANCED | $73.80万 | 0.39% | 35,109 | 25,682 | 272.4% | $53.98万 | 加仓 |
| VB | VANGUARD SMALL | $72.21万 | 0.38% | 2,757 | -250 | -8.3% | -$6.55万 | 减仓 |
| V | VISA INC | $64.88万 | 0.34% | 2,147 | -79 | -3.5% | -$2.39万 | 减仓 |
| FDT | FIRST TRUST | $62.89万 | 0.33% | 7,235 | 140 | 2.0% | $1.22万 | 加仓 |
| — | DIMENSIONAL US | $62.84万 | 0.33% | 16,171 | -776 | -4.6% | -$3.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $61.72万 | 0.33% | 1,667 | 31 | 1.9% | $1.15万 | 加仓 |
| MGK | VANGUARD MEGA | $59.01万 | 0.31% | 1,606 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTURY | $57.95万 | 0.31% | 5,517 | 130 | 2.4% | $1.37万 | 加仓 |
| META | META PLATFORMS | $57.17万 | 0.30% | 999 | -48 | -4.6% | -$2.75万 | 减仓 |
| SGOV | ISHARES 0-3 | $56.23万 | 0.30% | 5,586 | -1,186 | -17.5% | -$11.94万 | 减仓 |
| FEZ | STATE STREET | $55.20万 | 0.29% | 8,892 | 181 | 2.1% | $1.12万 | 加仓 |
| PAAA | PGIM AAA | $54.46万 | 0.29% | 10,641 | 359 | 3.5% | $1.84万 | 加仓 |
| WST | WEST PHARMACEUTICAL | $52.03万 | 0.28% | 2,076 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US | $50.76万 | 0.27% | 10,474 | -534 | -4.9% | -$2.59万 | 减仓 |
| JPST | JPMORGAN | $48.87万 | 0.26% | 9,656 | -425 | -4.2% | -$2.15万 | 减仓 |
| — | DIMENSIONAL US | $48.50万 | 0.26% | 6,818 | 71 | 1.1% | $5,050 | 加仓 |
| XLK | STATE STREET | $45.17万 | 0.24% | 3,399 | 978 | 40.4% | $13.00万 | 加仓 |
| BIL | STATE STREET | $43.68万 | 0.23% | 4,766 | 78 | 1.7% | $7,148 | 加仓 |
| NEE | NEXTERA ENERGY | $43.54万 | 0.23% | 4,688 | 2,613 | 125.9% | $24.27万 | 加仓 |
| TBIL | F/M U S | $42.45万 | 0.22% | 8,513 | 2,424 | 39.8% | $12.09万 | 加仓 |
| FVD | FIRST TRUST | $41.87万 | 0.22% | 8,903 | 276 | 3.2% | $1.30万 | 加仓 |
| DFAX | DIMENSIONAL WORLD | $40.38万 | 0.21% | 11,888 | -547 | -4.4% | -$1.86万 | 减仓 |
| RSP | INVESCO S&P | $40.23万 | 0.21% | 2,096 | 901 | 75.4% | $17.30万 | 加仓 |
| IWB | ISHARES RUSSELL | $39.48万 | 0.21% | 1,107 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE | $39.47万 | 0.21% | 5,114 | 138 | 2.8% | $1.07万 | 加仓 |
| FTCS | FIRST TRUST | $38.36万 | 0.20% | 4,135 | 139 | 3.5% | $1.29万 | 加仓 |
| RDVY | FIRST TRUST | $37.66万 | 0.20% | 5,516 | 136 | 2.5% | $9,286 | 加仓 |
| SFLR | INNOVATOR EQUITY | $37.49万 | 0.20% | 10,589 | -15,660 | -59.7% | -$55.45万 | 减仓 |
| CGGR | CAPITAL GROUP | $36.21万 | 0.19% | 9,011 | -65,180 | -87.9% | -$261.95万 | 减仓 |
| TSLA | TESLA INC | $35.76万 | 0.19% | 962 | 5 | 0.5% | $1,859 | 加仓 |
| DFIC | DIMENSIONAL INTL | $35.76万 | 0.19% | 10,065 | 975 | 10.7% | $3.46万 | 加仓 |
| FEP | FIRST TRUST | $34.38万 | 0.18% | 6,296 | 56 | 0.9% | $3,058 | 加仓 |
| BST | BLACKROCK SCIENCE | $33.09万 | 0.18% | 9,104 | 5,469 | 150.5% | $19.88万 | 加仓 |
| CFA | VICTORYSHARES US | $31.19万 | 0.17% | 3,410 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.61万 | 0.16% | 1,252 | -47 | -3.6% | -$1.15万 | 减仓 |
| LMBS | FIRST TRUST | $29.08万 | 0.15% | 5,838 | 87 | 1.5% | $4,333 | 加仓 |
| SPYV | STATE STREET | $28.71万 | 0.15% | 5,074 | 64 | 1.3% | $3,621 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $28.49万 | 0.15% | 2,876 | -149 | -4.9% | -$1.48万 | 减仓 |
| WU | WESTERN UNION | $28.41万 | 0.15% | 32,545 | 199 | 0.6% | $1,737 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL | $28.04万 | 0.15% | 7,328 | 3,896 | 113.5% | $14.91万 | 重新持有 |
| VV | VANGUARD LARGE | $28.03万 | 0.15% | 938 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $27.67万 | 0.15% | 4,098 | -21,807 | -84.2% | -$147.26万 | 减仓 |
| VEA | VANGUARD FTSE | $27.34万 | 0.14% | 4,267 | -100 | -2.3% | -$6,408 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $26.32万 | 0.14% | 5,244 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $26.07万 | 0.14% | 544 | -3 | -0.5% | -$1,438 | 减仓 |
| BMNR | BITMINE IMMERSION | $24.21万 | 0.13% | 12,242 | -850 | -6.5% | -$1.68万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $24.13万 | 0.13% | 629 | 601 | 2,146.4% | $23.06万 | 加仓 |
| XLV | STATE STREET | $24.06万 | 0.13% | 1,641 | 459 | 38.8% | $6.73万 | 加仓 |
| VHT | VANGUARD HEALTH | $22.66万 | 0.12% | 832 | 699 | 525.6% | $19.04万 | 加仓 |
| VYM | VANGUARD HIGH | $21.98万 | 0.12% | 1,484 | -111 | -7.0% | -$1.64万 | 减仓 |
| MRK | MERCK & COMPANY | $21.47万 | 0.11% | 1,785 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $21.46万 | 0.11% | 4,386 | 3,124 | 247.5% | $15.29万 | 加仓 |
| SLV | ISHARES SILVER | $21.12万 | 0.11% | 3,100 | 1,100 | 55.0% | $7.50万 | 加仓 |
| TDIV | FIRST TRUST | $20.80万 | 0.11% | 2,221 | 101 | 4.8% | $9,460 | 加仓 |
| FLMI | FRANKLIN DYNAMIC | $20.53万 | 0.11% | 8,281 | 2,336 | 39.3% | $5.79万 | 加仓 |