SPWM Advisors LLC
TRAVERSE CITY MI · SEC CIK 0002111209
$1.08亿2026Q2 申报市值
90持仓数
59.7%前十大占比 · 第一大 14.9%
5 / 8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
PWV 加仓+$225.32万
SPGI 新建仓+$51.62万
AJG 新建仓+$51.32万
NFLX 新建仓+$50.91万
FBND 加仓+$43.49万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$4,879.52万
IWF 减仓-$255.75万
AMAT 减仓-$95.29万
SBUX 清仓-$92.58万
PM 减仓-$54.94万
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 |
|---|---|---|---|---|---|---|---|---|
| PWV | INVESCO EXCHANGE TRADED FD T | $1,611.54万 | 14.89% | 204,744 | 28,627 | 16.3% | $225.32万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,180.65万 | 10.91% | 260,686 | 9,602 | 3.8% | $43.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,108.18万 | 10.24% | 88,407 | -1,790 | -2.0% | -$22.44万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,097.79万 | 10.14% | 274,653 | 2,204 | 0.8% | $8.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $297.17万 | 2.75% | 14,653 | 786 | 5.7% | $15.94万 | 加仓 |
| AMZN | AMAZON COM INC | $283.38万 | 2.62% | 11,462 | -1,699 | -12.9% | -$42.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $265.36万 | 2.45% | 6,738 | -1,312 | -16.3% | -$51.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $232.38万 | 2.15% | 4,387 | -1,799 | -29.1% | -$95.29万 | 减仓 |
| META | META PLATFORMS INC | $195.15万 | 1.80% | 3,021 | -753 | -20.0% | -$48.64万 | 减仓 |
| GOOGL | ALPHABET INC | $185.72万 | 1.72% | 5,356 | -1,340 | -20.0% | -$46.46万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $173.35万 | 1.60% | 17,069 | -4,325 | -20.2% | -$43.92万 | 减仓 |
| AAPL | APPLE INC | $152.99万 | 1.41% | 4,584 | 403 | 9.6% | $13.45万 | 加仓 |
| — | SPROTT FDS TR | $149.77万 | 1.38% | 31,823 | 3,652 | 13.0% | $17.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $148.68万 | 1.37% | 8,184 | -268,591 | -97.0% | -$4,879.52万 | 减仓 |
| V | VISA INC | $138.33万 | 1.28% | 3,858 | -1,040 | -21.2% | -$37.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $130.39万 | 1.20% | 2,656 | -756 | -22.2% | -$37.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.66万 | 1.17% | 3,179 | -1,240 | -28.1% | -$49.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $122.58万 | 1.13% | 6,352 | -2,847 | -30.9% | -$54.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $115.32万 | 1.07% | 3,381 | -634 | -15.8% | -$21.63万 | 减仓 |
| GOOG | ALPHABET INC | $107.93万 | 1.00% | 3,118 | -949 | -23.3% | -$32.85万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $94.20万 | 0.87% | 2,525 | -807 | -24.2% | -$30.11万 | 减仓 |
| IQV | IQVIA HLDGS INC | $92.63万 | 0.86% | 4,491 | -1,551 | -25.7% | -$31.99万 | 减仓 |
| — | EXXON MOBIL CORP | $86.50万 | 0.80% | 5,870 | -916 | -13.5% | -$13.50万 | 减仓 |
| IWF | ISHARES TR | $85.36万 | 0.79% | 7,151 | -21,425 | -75.0% | -$255.75万 | 减仓 |
| PII | POLARIS INC | $82.77万 | 0.76% | 11,308 | 4 | 0.0% | $293 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $82.51万 | 0.76% | 5,909 | 2,694 | 83.8% | $37.62万 | 加仓 |
| WFC | WELLS FARGO & CO | $77.92万 | 0.72% | 8,904 | -2,171 | -19.6% | -$19.00万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $76.25万 | 0.70% | 4,820 | -192 | -3.8% | -$3.04万 | 减仓 |
| MDT | MEDTRONIC PLC | $71.45万 | 0.66% | 8,588 | 169 | 2.0% | $1.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $67.99万 | 0.63% | 1,845 | -468 | -20.2% | -$17.25万 | 减仓 |
| QCOM | QUALCOMM INC | $65.50万 | 0.61% | 3,813 | -1,642 | -30.1% | -$28.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $63.56万 | 0.59% | 930 | 2 | 0.2% | $1,367 | 加仓 |
| COP | CONOCOPHILLIPS | $63.43万 | 0.59% | 5,530 | -1,484 | -21.2% | -$17.02万 | 减仓 |
| ADI | ANALOG DEVICES INC | $61.17万 | 0.57% | 1,630 | -399 | -19.7% | -$14.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $60.88万 | 0.56% | 1,120 | -320 | -22.2% | -$17.39万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $58.70万 | 0.54% | 3,736 | -934 | -20.0% | -$14.68万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $57.72万 | 0.53% | 2,649 | 13 | 0.5% | $2,833 | 加仓 |
| OMC | OMNICOM GROUP INC | $55.48万 | 0.51% | 6,788 | -1,913 | -22.0% | -$15.64万 | 减仓 |
| TSLA | TESLA INC | $54.04万 | 0.50% | 1,419 | 98 | 7.4% | $3.73万 | 加仓 |
| RTX | RTX CORPORATION | $53.19万 | 0.49% | 2,749 | -211 | -7.1% | -$4.08万 | 减仓 |
| UL | UNILEVER PLC | $52.92万 | 0.49% | 8,483 | -2,659 | -23.9% | -$16.59万 | 减仓 |
| DIS | DISNEY WALT CO | $51.71万 | 0.48% | 5,294 | -1,970 | -27.1% | -$19.24万 | 减仓 |
| SPGI | S&P GLOBAL INC | $51.62万 | 0.48% | 1,145 | 1,145 | — | $51.62万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $51.32万 | 0.47% | 2,021 | 2,021 | — | $51.32万 | 新建仓 |
| NFLX | NETFLIX INC. | $50.91万 | 0.47% | 7,383 | 7,383 | — | $50.91万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $48.76万 | 0.45% | 2,577 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $48.74万 | 0.45% | 3,339 | -887 | -21.0% | -$12.95万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $47.71万 | 0.44% | 1,614 | -432 | -21.1% | -$12.77万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $46.90万 | 0.43% | 19,716 | -6,810 | -25.7% | -$16.20万 | 减仓 |
| NVS | NOVARTIS AG | $45.33万 | 0.42% | 2,948 | -921 | -23.8% | -$14.16万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $44.98万 | 0.42% | 28,452 | 61 | 0.2% | $964 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.12万 | 0.41% | 469 | 1 | 0.2% | $941 | 加仓 |
| SYK | STRYKER CORPORATION | $43.62万 | 0.40% | 1,364 | 257 | 23.2% | $8.22万 | 加仓 |
| MAS | MASCO CORP | $42.65万 | 0.39% | 5,422 | -1,567 | -22.4% | -$12.32万 | 减仓 |
| AON | AON PLC | $39.28万 | 0.36% | 1,070 | -269 | -20.1% | -$9.87万 | 减仓 |
| IJR | ISHARES TR | $38.43万 | 0.36% | 2,632 | 8 | 0.3% | $1,168 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $36.50万 | 0.34% | 2,542 | 838 | 49.2% | $12.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.11万 | 0.33% | 1,509 | 2 | 0.1% | $479 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.61万 | 0.33% | 13,185 | -1,385 | -9.5% | -$3.74万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $34.67万 | 0.32% | 2,529 | -990 | -28.1% | -$13.57万 | 减仓 |
| COR | CENCORA INC | $34.23万 | 0.32% | 1,112 | -297 | -21.1% | -$9.14万 | 减仓 |
| WMT | WALMART INC | $34.00万 | 0.31% | 2,976 | 68 | 2.3% | $7,769 | 加仓 |
| CRM | SALESFORCE INC | $32.83万 | 0.30% | 1,922 | -680 | -26.1% | -$11.62万 | 减仓 |
| PFE | PFIZER INC | $32.81万 | 0.30% | 13,097 | -444 | -3.3% | -$1.11万 | 减仓 |
| MCK | MCKESSON CORP | $31.75万 | 0.29% | 377 | -92 | -19.6% | -$7.75万 | 减仓 |
| ADSK | AUTODESK INC | $31.70万 | 0.29% | 1,452 | -479 | -24.8% | -$10.46万 | 减仓 |
| IUSG | ISHARES TR | $30.36万 | 0.28% | 1,652 | 2 | 0.1% | $368 | 加仓 |
| DXCM | DEXCOM INC | $29.63万 | 0.27% | 3,866 | -1,197 | -23.6% | -$9.18万 | 减仓 |
| IJH | ISHARES TR | $28.20万 | 0.26% | 3,733 | 9 | 0.2% | $680 | 加仓 |
| ADBE | ADOBE INC | $27.78万 | 0.26% | 1,171 | -298 | -20.3% | -$7.07万 | 减仓 |
| AMRZ | AMRIZE LTD | $27.42万 | 0.25% | 5,512 | -1,411 | -20.4% | -$7.02万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $27.36万 | 0.25% | 2,207 | 2,207 | — | $27.36万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.48万 | 0.24% | 514 | 49 | 10.5% | $2.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.12万 | 0.23% | 472 | -101 | -17.6% | -$5.38万 | 减仓 |
| AN | AUTONATION INC | $24.85万 | 0.23% | 1,208 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $24.71万 | 0.23% | 1,954 | -494 | -20.2% | -$6.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.84万 | 0.22% | 3,290 | -1,149 | -25.9% | -$8.33万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $23.45万 | 0.22% | 13,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $21.79万 | 0.20% | 798 | -219 | -21.5% | -$5.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.34万 | 0.20% | 3,700 | 26 | 0.7% | $1,500 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $21.17万 | 0.20% | 913 | -279 | -23.4% | -$6.47万 | 减仓 |
| ENB | ENBRIDGE INC | $21.04万 | 0.19% | 3,711 | -827 | -18.2% | -$4.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.56万 | 0.19% | 1,644 | -62 | -3.6% | -$7,752 | 减仓 |
| FSM | FORTUNA MNG CORP | $16.33万 | 0.15% | 20,010 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $16.24万 | 0.15% | 27,251 | -4,223 | -13.4% | -$2.52万 | 减仓 |
| HL | HECLA MINING COMPANY | $14.64万 | 0.14% | 10,219 | 217 | 2.2% | $3,109 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $14.35万 | 0.13% | 10,029 | 10,029 | — | $14.35万 | 新建仓 |
| DNN | DENISON MINES CORP | $5.64万 | 0.05% | 20,010 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $5.19万 | 0.05% | 10,010 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $4.71万 | 0.04% | 65,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -8,686 | -100.0% | -$92.58万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,090 | -100.0% | -$53.12万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -8,331 | -100.0% | -$35.71万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -2,701 | -100.0% | -$32.58万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,507 | -100.0% | -$22.88万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $0 | 0.00% | 0 | -1,510 | -100.0% | -$22.27万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,304 | -100.0% | -$20.79万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -3,965 | -100.0% | -$20.18万 | 清仓 |