NWM ADVISORS, LLC
SAN LUIS OBISPO CA · SEC CIK 0002098824
$1.27亿2026Q2 申报市值
23持仓数
82.6%前十大占比 · 第一大 29.2%
1 / 1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
IVOO 加仓+$135.82万
VO 加仓+$113.02万
BRK/B 加仓+$43.63万
SCHA 加仓+$40.06万
CRWD 新建仓+$30.22万
2026Q2 卖出最多 按季末市值估算
THE ALGER ETF TR 减仓-$204.00万
PLTR 清仓-$118.50万
VOO 减仓-$39.56万
NVDA 减仓-$37.20万
AAPL 减仓-$15.25万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,708.17万 | 29.20% | 53,991 | -576 | -1.1% | -$39.56万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1,584.96万 | 12.48% | 121,546 | 10,416 | 9.4% | $135.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,055.42万 | 8.31% | 21,092 | 872 | 4.3% | $43.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $781.75万 | 6.16% | 97,027 | 14,027 | 16.9% | $113.02万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $749.94万 | 5.91% | 207,566 | 11,088 | 5.6% | $40.06万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $653.07万 | 5.14% | 19,513 | -226 | -1.1% | -$7.56万 | 减仓 |
| AAPL | APPLE INC | $528.01万 | 4.16% | 18,247 | -527 | -2.8% | -$15.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $499.50万 | 3.93% | 15,260 | 255 | 1.7% | $8.35万 | 加仓 |
| V | VISA INC | $474.18万 | 3.73% | 13,821 | 725 | 5.5% | $24.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $452.32万 | 3.56% | 22,606 | -1,859 | -7.6% | -$37.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $394.94万 | 3.11% | 10,588 | 680 | 6.9% | $25.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $372.30万 | 2.93% | 31,150 | 534 | 1.7% | $6.38万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $361.77万 | 2.85% | 79,266 | 5,371 | 7.3% | $24.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $267.19万 | 2.10% | 3,578 | -53 | -1.5% | -$3.96万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $233.90万 | 1.84% | 30,615 | 118 | 0.4% | $9,015 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $168.97万 | 1.33% | 15,718 | 0 | 0.0% | — | 不变 |
| — | THE ALGER ETF TRUST | $166.94万 | 1.31% | 77,907 | -95,201 | -55.0% | -$204.00万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $89.34万 | 0.70% | 18,361 | 2,111 | 13.0% | $10.27万 | 加仓 |
| CAT | CATERPILLAR INC | $42.70万 | 0.34% | 401 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.68万 | 0.24% | 328 | -65 | -16.5% | -$6.08万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.22万 | 0.24% | 396 | 396 | — | $30.22万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $26.87万 | 0.21% | 5,060 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $24.40万 | 0.19% | 4,344 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,101 | -100.0% | -$118.50万 | 清仓 |