LWM ADVISORS INC
El Dorado Hills CA · SEC CIK 0002067328
$1.15亿2026Q1 申报市值
31持仓数
90.5%前十大占比 · 第一大 23.2%
2 / 0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
IWD 加仓+$166.96万
IWF 加仓+$85.71万
IEFA 加仓+$58.35万
IEMG 新建仓+$37.69万
IWO 加仓+$22.16万
2026Q1 卖出最多 按季末市值估算
IWP 减仓-$23.28万
IWS 减仓-$20.86万
EFA 减仓-$16.50万
EEM 减仓-$13.91万
QQQ 减仓-$5.08万
2026Q1 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 | $2,677.16万 | 23.22% | 125,294 | 7,814 | 6.7% | $166.96万 | 加仓 |
| IWF | ISHARES TR | $2,206.22万 | 19.14% | 51,740 | 2,010 | 4.0% | $85.71万 | 加仓 |
| EFA | ISHARES TR | $1,366.33万 | 11.85% | 140,670 | -1,699 | -1.2% | -$16.50万 | 减仓 |
| SHY | ISHARES TR | $886.09万 | 7.69% | 107,313 | 645 | 0.6% | $5.33万 | 加仓 |
| IWN | ISHARES TR | $735.26万 | 6.38% | 38,781 | 622 | 1.6% | $11.79万 | 加仓 |
| IWO | ISHARES TR | $729.93万 | 6.33% | 23,260 | 706 | 3.1% | $22.16万 | 加仓 |
| EEM | ISHARES TR | $589.88万 | 5.12% | 103,870 | -2,450 | -2.3% | -$13.91万 | 减仓 |
| IWS | ISHARES TR | $476.90万 | 4.14% | 32,723 | -1,431 | -4.2% | -$20.86万 | 减仓 |
| IWP | ISHARES TR | $397.16万 | 3.45% | 30,999 | -1,817 | -5.5% | -$23.28万 | 减仓 |
| LQD | ISHARES TR | $369.97万 | 3.21% | 33,945 | 1,061 | 3.2% | $11.56万 | 加仓 |
| IEF | ISHARES TR | $282.27万 | 2.45% | 29,576 | 423 | 1.5% | $4.04万 | 加仓 |
| AAPL | APPLE INC | $100.14万 | 0.87% | 3,946 | 1 | 0.0% | $254 | 加仓 |
| IEFA | ISHARES TR | $87.41万 | 0.76% | 9,655 | 6,445 | 200.8% | $58.35万 | 加仓 |
| DSI | ISHARES TR | $52.74万 | 0.46% | 4,352 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $48.21万 | 0.42% | 3,326 | 20 | 0.6% | $2,899 | 加仓 |
| MGK | VANGUARD WORLD FD | $47.03万 | 0.41% | 1,280 | 1 | 0.1% | $367 | 加仓 |
| ACWI | ISHARES TR | $38.09万 | 0.33% | 2,753 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $37.69万 | 0.33% | 5,404 | 5,404 | — | $37.69万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $36.61万 | 0.32% | 1,434 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $35.32万 | 0.31% | 1,917 | 18 | 0.9% | $3,316 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $35.12万 | 0.30% | 11,515 | 6 | 0.1% | $183 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.92万 | 0.29% | 4,517 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $33.61万 | 0.29% | 1,547 | 3 | 0.2% | $652 | 加仓 |
| ESML | ISHARES TR | $32.13万 | 0.28% | 6,834 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $31.15万 | 0.27% | 1,210 | 28 | 2.4% | $7,208 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.52万 | 0.25% | 9,790 | 2 | 0.0% | $58 | 加仓 |
| VBK | VANGUARD INDEX FDS | $28.47万 | 0.25% | 942 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.23万 | 0.24% | 489 | -88 | -15.3% | -$5.08万 | 减仓 |
| EMXC | ISHARES INC | $28.22万 | 0.24% | 3,588 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.82万 | 0.23% | 1,538 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $20.82万 | 0.18% | 985 | 985 | — | $20.82万 | 新建仓 |