SPWM Advisors LLC
TRAVERSE CITY MI · SEC CIK 0002111209
$1.60亿2026Q1 申报市值
93持仓数
67.4%前十大占比 · 第一大 29.1%
17 / 16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
BKNG 加仓+$4,491.99万
DFEV 加仓+$343.37万
AVUV 加仓+$242.53万
FBND 加仓+$229.51万
SPROTT FDS TR 新建仓+$200.30万
2026Q1 卖出最多 按季末市值估算
EA SERIES TRUST 清仓-$157.02万
UEC 清仓-$128.48万
EA SERIES TRUST 清仓-$99.69万
EA SERIES TRUST 清仓-$81.79万
EA SERIES TRUST 清仓-$80.84万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $266.74万 | 1.67% | 6,186 | -1,336 | -17.8% | -$57.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $306.16万 | 1.91% | 13,867 | 262 | 1.9% | $5.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $328.25万 | 2.05% | 8,050 | 290 | 3.7% | $11.83万 | 加仓 |
| AMZN | AMAZON COM INC | $349.85万 | 2.19% | 13,161 | -233 | -1.7% | -$6.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,067.03万 | 6.67% | 90,197 | 20,501 | 29.4% | $242.53万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,124.12万 | 7.02% | 272,449 | 83,221 | 44.0% | $343.37万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,142.68万 | 7.14% | 251,084 | 50,431 | 25.1% | $229.51万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,286.18万 | 8.04% | 176,117 | 16,480 | 10.3% | $120.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4,661.25万 | 29.13% | 11,071 | 10,669 | 2,654.0% | $4,491.99万 | 加仓 |