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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $4,661.25万 | 29.13% | 11,071 | 10,669 | 2,654.0% | $4,491.99万 | 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 |
| FBND | FIDELITY MERRIMACK STR TR | $1,142.68万 | 7.14% | 251,084 | 50,431 | 25.1% | $229.51万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,124.12万 | 7.02% | 272,449 | 83,221 | 44.0% | $343.37万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,067.03万 | 6.67% | 90,197 | 20,501 | 29.4% | $242.53万 | 加仓 |
| AMZN | AMAZON COM INC | $349.85万 | 2.19% | 13,161 | -233 | -1.7% | -$6.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $328.25万 | 2.05% | 8,050 | 290 | 3.7% | $11.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $306.16万 | 1.91% | 13,867 | 262 | 1.9% | $5.78万 | 加仓 |
| AMAT | APPLIED MATLS INC | $266.74万 | 1.67% | 6,186 | -1,336 | -17.8% | -$57.61万 | 减仓 |
| GOOGL | ALPHABET INC | $259.37万 | 1.62% | 6,696 | -1,514 | -18.4% | -$58.65万 | 减仓 |
| META | META PLATFORMS INC | $227.59万 | 1.42% | 3,774 | -228 | -5.7% | -$13.75万 | 减仓 |
| — | SPROTT FDS TR | $200.30万 | 1.25% | 28,171 | 28,171 | — | $200.30万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $192.93万 | 1.21% | 21,394 | -1,211 | -5.4% | -$10.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $175.56万 | 1.10% | 4,419 | -1,123 | -20.3% | -$44.62万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $171.96万 | 1.07% | 9,199 | 617 | 7.2% | $11.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.47万 | 1.03% | 3,412 | 345 | 11.2% | $16.73万 | 加仓 |
| V | VISA INC | $159.88万 | 1.00% | 4,898 | 903 | 22.6% | $29.48万 | 加仓 |
| GOOG | ALPHABET INC | $156.09万 | 0.98% | 4,067 | -297 | -6.8% | -$11.40万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $131.06万 | 0.82% | 3,332 | 37 | 1.1% | $1.46万 | 加仓 |
| AAPL | APPLE INC | $123.26万 | 0.77% | 4,181 | -93 | -2.2% | -$2.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $122.41万 | 0.76% | 4,015 | -413 | -9.3% | -$12.59万 | 减仓 |
| QCOM | QUALCOMM INC | $114.73万 | 0.72% | 5,455 | -641 | -10.5% | -$13.48万 | 减仓 |
| IQV | IQVIA HLDGS INC | $105.77万 | 0.66% | 6,042 | -565 | -8.6% | -$9.89万 | 减仓 |
| — | EXXON MOBIL CORP | $102.21万 | 0.64% | 6,786 | 261 | 4.0% | $3.93万 | 加仓 |
| SBUX | STARBUCKS CORP | $92.58万 | 0.58% | 8,686 | -1,561 | -15.2% | -$16.64万 | 减仓 |
| IWF | ISHARES TR | $88.13万 | 0.55% | 7,144 | 5,252 | 277.6% | $64.79万 | 加仓 |
| ADI | ANALOG DEVICES INC | $85.13万 | 0.53% | 2,029 | -475 | -19.0% | -$19.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $83.26万 | 0.52% | 11,075 | -1,398 | -11.2% | -$10.51万 | 减仓 |
| COP | CONOCOPHILLIPS | $82.67万 | 0.52% | 7,014 | 572 | 8.9% | $6.74万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $80.13万 | 0.50% | 2,313 | 261 | 12.7% | $9.04万 | 加仓 |
| DIS | DISNEY WALT CO | $77.11万 | 0.48% | 7,264 | -1,163 | -13.8% | -$12.35万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $73.93万 | 0.46% | 5,012 | 1,086 | 27.7% | $16.02万 | 加仓 |
| PII | POLARIS INC | $73.16万 | 0.46% | 11,304 | 5 | 0.0% | $324 | 加仓 |
| MA | MASTERCARD INCORPORATED | $71.99万 | 0.45% | 1,440 | -216 | -13.0% | -$10.80万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $68.73万 | 0.43% | 28,391 | 13,227 | 87.2% | $32.02万 | 加仓 |
| OMC | OMNICOM GROUP INC | $66.17万 | 0.41% | 8,701 | 996 | 12.9% | $7.57万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $66.05万 | 0.41% | 26,526 | 3,096 | 13.2% | $7.71万 | 加仓 |
| MDT | MEDTRONIC PLC | $64.67万 | 0.40% | 8,419 | 563 | 7.2% | $4.32万 | 加仓 |
| UL | UNILEVER PLC | $64.53万 | 0.40% | 11,142 | 1,463 | 15.1% | $8.47万 | 加仓 |
| RGLD | ROYAL GOLD INC | $63.24万 | 0.40% | 2,577 | 259 | 11.2% | $6.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.98万 | 0.39% | 928 | 369 | 66.0% | $25.04万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $62.32万 | 0.39% | 4,670 | -954 | -17.0% | -$12.73万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.12万 | 0.39% | 2,046 | -236 | -10.3% | -$7.16万 | 减仓 |
| NVS | NOVARTIS AG | $57.32万 | 0.36% | 3,869 | -1,206 | -23.8% | -$17.87万 | 减仓 |
| TSLA | TESLA INC | $57.26万 | 0.36% | 1,321 | 23 | 1.8% | $9,969 | 加仓 |
| ABNB | AIRBNB INC | $57.25万 | 0.36% | 4,226 | -720 | -14.6% | -$9.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $54.96万 | 0.34% | 2,636 | 755 | 40.1% | $15.74万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $53.12万 | 0.33% | 4,090 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $52.94万 | 0.33% | 2,960 | 10 | 0.3% | $1,789 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $50.09万 | 0.31% | 3,215 | 3,215 | — | $50.09万 | 新建仓 |
| MAS | MASCO CORP | $48.78万 | 0.30% | 6,989 | -617 | -8.1% | -$4.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.85万 | 0.30% | 468 | 3 | 0.6% | $3,067 | 加仓 |
| ORCL | ORACLE CORP | $45.74万 | 0.29% | 2,448 | 107 | 4.6% | $2.00万 | 加仓 |
| ADSK | AUTODESK INC | $45.35万 | 0.28% | 1,931 | -183 | -8.7% | -$4.30万 | 减仓 |
| CRM | SALESFORCE INC | $44.57万 | 0.28% | 2,602 | -519 | -16.6% | -$8.89万 | 减仓 |
| AON | AON PLC | $42.36万 | 0.26% | 1,339 | 1,339 | — | $42.36万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $40.94万 | 0.26% | 3,519 | -524 | -13.0% | -$6.10万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.41万 | 0.25% | 14,570 | -21 | -0.1% | -$568 | 减仓 |
| WMT | WALMART INC | $37.91万 | 0.24% | 2,908 | 470 | 19.3% | $6.13万 | 加仓 |
| COR | CENCORA INC | $36.78万 | 0.23% | 1,409 | -240 | -14.6% | -$6.26万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $36.54万 | 0.23% | 13,000 | -2,000 | -13.3% | -$5.62万 | 减仓 |
| AMRZ | AMRIZE LTD | $36.23万 | 0.23% | 6,923 | 6,923 | — | $36.23万 | 新建仓 |
| SNY | SANOFI SA | $35.71万 | 0.22% | 8,331 | 212 | 2.6% | $9,086 | 加仓 |
| IJR | ISHARES TR | $35.63万 | 0.22% | 2,624 | 756 | 40.5% | $10.27万 | 加仓 |
| ADBE | ADOBE INC | $35.38万 | 0.22% | 1,469 | -225 | -13.3% | -$5.42万 | 减仓 |
| PFE | PFIZER INC | $35.03万 | 0.22% | 13,541 | 13,541 | — | $35.03万 | 新建仓 |
| MCK | MCKESSON CORP | $34.43万 | 0.22% | 469 | -213 | -31.2% | -$15.64万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $33.90万 | 0.21% | 4,439 | 4,439 | — | $33.90万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $32.79万 | 0.20% | 1,507 | -43 | -2.8% | -$9,356 | 减仓 |
| SYK | STRYKER CORPORATION | $32.60万 | 0.20% | 1,107 | 1,107 | — | $32.60万 | 新建仓 |
| INTC | INTEL CORP | $32.58万 | 0.20% | 2,701 | 2,701 | — | $32.58万 | 新建仓 |
| DXCM | DEXCOM INC | $30.96万 | 0.19% | 5,063 | -73 | -1.4% | -$4,463 | 减仓 |
| IUSG | ISHARES TR | $30.65万 | 0.19% | 1,650 | 1 | 0.1% | $186 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.93万 | 0.18% | 1,704 | 1,704 | — | $28.93万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $28.38万 | 0.18% | 1,192 | 1,192 | — | $28.38万 | 新建仓 |
| IJH | ISHARES TR | $27.31万 | 0.17% | 3,724 | 9 | 0.2% | $660 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.33万 | 0.16% | 573 | 573 | — | $26.33万 | 新建仓 |
| ECL | ECOLAB INC | $25.61万 | 0.16% | 1,017 | -137 | -11.9% | -$3.45万 | 减仓 |
| ENB | ENBRIDGE INC | $24.89万 | 0.16% | 4,538 | 73 | 1.6% | $4,003 | 加仓 |
| AN | AUTONATION INC | $23.60万 | 0.15% | 1,208 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.88万 | 0.14% | 1,507 | 1,507 | — | $22.88万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $22.27万 | 0.14% | 1,510 | 1,510 | — | $22.27万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $21.65万 | 0.14% | 20,010 | 10,000 | 99.9% | $10.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.34万 | 0.13% | 1,706 | -239 | -12.3% | -$2.99万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.15万 | 0.13% | 3,674 | 3,674 | — | $21.15万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.85万 | 0.13% | 465 | 465 | — | $20.85万 | 新建仓 |
| VEEV | VEEVA SYS INC | $20.79万 | 0.13% | 1,304 | -183 | -12.3% | -$2.92万 | 减仓 |
| HL | HECLA MINING COMPANY | $20.57万 | 0.13% | 10,002 | 10,002 | — | $20.57万 | 新建仓 |
| GSK | GSK PLC | $20.18万 | 0.13% | 3,965 | 3,965 | — | $20.18万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $16.40万 | 0.10% | 31,474 | -597 | -1.9% | -$3,110 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $9.15万 | 0.06% | 10,010 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $8.45万 | 0.05% | 65,000 | 10,000 | 18.2% | $1.30万 | 加仓 |
| DNN | DENISON MINES CORP | $7.40万 | 0.05% | 20,010 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -46,932 | -100.0% | -$157.02万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -110,000 | -100.0% | -$128.48万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -19,591 | -100.0% | -$99.69万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -24,583 | -100.0% | -$81.79万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -25,928 | -100.0% | -$80.84万 | 清仓 |
| — | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$68.19万 | 清仓 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | -13,154 | -100.0% | -$57.99万 | 清仓 |