LWM ADVISORS INC
El Dorado Hills CA · SEC CIK 0002067328
$1.34亿2026Q2 申报市值
37持仓数
89.3%前十大占比 · 第一大 23.0%
6 / 0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
SHY 加仓+$119.89万
IWD 加仓+$53.16万
IEF 加仓+$36.27万
IEFA 加仓+$35.80万
IWF 加仓+$34.04万
2026Q2 卖出最多 按季末市值估算
EEM 减仓-$22.55万
IWS 减仓-$21.02万
EFA 减仓-$9.04万
IWN 减仓-$6.22万
VEU 减仓-$4.75万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $3,090.67万 | 23.05% | 127,487 | 2,193 | 1.8% | $53.16万 | 加仓 |
| IWF | ISHARES TR | $2,603.86万 | 19.42% | 209,701 | 2,741 | 1.3% | $34.04万 | 加仓 |
| EFA | ISHARES TR | $1,452.24万 | 10.83% | 139,800 | -870 | -0.6% | -$9.04万 | 减仓 |
| SHY | ISHARES TR | $1,001.04万 | 7.46% | 121,914 | 14,601 | 13.6% | $119.89万 | 加仓 |
| IWO | ISHARES TR | $912.43万 | 6.80% | 23,160 | -100 | -0.4% | -$3.94万 | 减仓 |
| IWN | ISHARES TR | $851.62万 | 6.35% | 38,500 | -281 | -0.7% | -$6.22万 | 减仓 |
| EEM | ISHARES TR | $688.02万 | 5.13% | 100,573 | -3,297 | -3.2% | -$22.55万 | 减仓 |
| IWS | ISHARES TR | $517.60万 | 3.86% | 31,446 | -1,277 | -3.9% | -$21.02万 | 减仓 |
| IWP | ISHARES TR | $461.93万 | 3.44% | 31,550 | 551 | 1.8% | $8.07万 | 加仓 |
| LQD | ISHARES TR | $392.65万 | 2.93% | 36,000 | 2,055 | 6.1% | $22.41万 | 加仓 |
| IEF | ISHARES TR | $315.97万 | 2.36% | 33,411 | 3,835 | 13.0% | $36.27万 | 加仓 |
| IEFA | ISHARES TR | $129.05万 | 0.96% | 13,362 | 3,707 | 38.4% | $35.80万 | 加仓 |
| AAPL | APPLE INC | $114.22万 | 0.85% | 3,948 | 2 | 0.1% | $579 | 加仓 |
| DSI | ISHARES TR | $61.97万 | 0.46% | 4,352 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $59.51万 | 0.44% | 7,184 | 1,780 | 32.9% | $14.75万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $56.02万 | 0.42% | 1,434 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $52.10万 | 0.39% | 5,927 | -473 | -7.4% | -$4.16万 | 减仓 |
| MGV | VANGUARD WORLD FD | $51.98万 | 0.39% | 3,180 | -146 | -4.4% | -$2.39万 | 减仓 |
| ACWI | ISHARES TR | $42.74万 | 0.32% | 2,723 | -30 | -1.1% | -$4,709 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.13万 | 0.30% | 11,529 | 14 | 0.1% | $487 | 加仓 |
| ESML | ISHARES TR | $38.22万 | 0.29% | 6,834 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $37.51万 | 0.28% | 1,224 | 14 | 1.2% | $4,290 | 加仓 |
| VOE | VANGUARD INDEX FDS | $37.12万 | 0.28% | 1,878 | -39 | -2.0% | -$7,708 | 减仓 |
| VBR | VANGUARD INDEX FDS | $36.67万 | 0.27% | 1,509 | -38 | -2.5% | -$9,234 | 减仓 |
| QQQ | INVESCO QQQ TR | $35.05万 | 0.26% | 476 | -13 | -2.7% | -$9,574 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.08万 | 0.25% | 3,950 | -567 | -12.6% | -$4.75万 | 减仓 |
| EMXC | ISHARES INC | $32.13万 | 0.24% | 3,141 | -447 | -12.5% | -$4.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.58万 | 0.24% | 9,331 | -459 | -4.7% | -$1.55万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $31.12万 | 0.23% | 851 | -91 | -9.7% | -$3.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $30.78万 | 0.23% | 1,538 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.27万 | 0.20% | 571 | 571 | — | $27.27万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.97万 | 0.19% | 447 | 447 | — | $25.97万 | 新建仓 |
| TECL | DIREXION SHARES ETF TRUST | $25.38万 | 0.19% | 1,100 | 1,100 | — | $25.38万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $25.13万 | 0.19% | 1,319 | 1,319 | — | $25.13万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $24.42万 | 0.18% | 1,028 | 43 | 4.4% | $1.02万 | 加仓 |
| SOXX | ISHARES TR | $23.11万 | 0.17% | 361 | 361 | — | $23.11万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.76万 | 0.15% | 581 | 581 | — | $20.76万 | 新建仓 |