MRWM Advisors, LLC
CIK 1732949 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $243.3M
- 持仓
- 80
- 截至
- 2026年6月30日
按 13F 价值排名第 5813（共 9443） · 前 61.6%
投资组合价值同比（季度）：+31.9% 13F不披露现金
- 前十大持仓权重
- 63.97%
- 前二十五大持仓权重
- 85.90%
- 持仓高于 1%
- 18
- 有效持仓数量
- 14.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.69% 估计买入 $52012214 · 卖出 $5756097
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.3% 仍持有
- 新仓位
- 8
- 增加
- 20
- 减少
- 45
- 已结清
- 2
本页内容
行业细分
Technology
5.5%
Healthcare
2.4%
Industrials
1.4%
Retail
1.1%
Communication Services
0.9%
Consumer Discretionary
0.9%
Financial Services
0.8%
Consumer products
0.8%
Communications
0.5%
Energy
0.5%
Consumer Staples
0.2%
其他/未映射
85.0%
完整投资组合 80 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GMMF iShares Government Money Market ETF | $42568384 | 17.50% | 424326 | 上涨 ×1 | |||
| VTI | $31509276 | 12.95% | 85151 | $4651063 | 上涨 ×6 | ||
| IVV | $15555194 | 6.39% | 20771 | $2107560 | 上涨 ×2 | ||
| SGOL | $12886645 | 5.30% | 337082 | $-1761967 | 上涨 ×1 | ||
| VTV | $10780343 | 4.43% | 49467 | $1355092 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $9609418 | 3.95% | 112404 | $1111511 | 上涨 ×2 | ||
| CGGR | $9282824 | 3.82% | 196670 | $1686995 | 上涨 ×6 | ||
| SPY SPY | $8302589 | 3.41% | 11118 | $1239897 | 上涨 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $8035580 | 3.30% | 79821 | $-444622 | 下跌 ×1 | ||
| SCHD | $7119988 | 2.93% | 224534 | $346012 | 上涨 ×1 | ||
| NOBL | $6943117 | 2.85% | 123631 | $847436 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $6239981 | 2.56% | 21565 | $722147 | 下跌 ×5 | ||
| SCHG | $6154445 | 2.53% | 181869 | $964229 | 上涨 ×1 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $5785433 | 2.38% | 76446 | $-456070 | 下跌 ×2 | ||
| BIL | $5689653 | 2.34% | 62087 | $-214070 | 下跌 ×1 | ||
| TIP | $4263283 | 1.75% | 38959 | $-189301 | 下跌 ×2 | ||
| VIG | $4163802 | 1.71% | 17597 | $602194 | 上涨 ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $3218227 | 1.32% | 55296 | $-134534 | 下跌 ×1 | ||
| CGDV | $1889444 | 0.78% | 38341 | $252761 | 下跌 ×6 | ||
| HEFA | $1641014 | 0.67% | 34971 | $120416 | 下跌 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1627587 | 0.67% | 3756 | $291358 | 下跌 ×4 | ||
| XLK XLK | $1540926 | 0.63% | 8088 | $438920 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1478082 | 0.61% | 4136 | $218857 | 下跌 ×5 | ||
| ABBV AbbVie Inc. Common Stock | $1401635 | 0.58% | 5570 | $124534 | 下跌 ×5 | ||
| IBM International Business Machines Corporation Common Stock | $1319719 | 0.54% | 4693 | $116980 | 下跌 ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1313438 | 0.54% | 11182 | $150287 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1285106 | 0.53% | 3402 | $-32787 | 下跌 ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1272919 | 0.52% | 12443 | $263712 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1235748 | 0.51% | 2900 | $143067 | 下跌 ×4 | ||
| V Visa Inc. | $1094800 | 0.45% | 3191 | $81692 | 下跌 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1083641 | 0.45% | 8433 | $4881 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1075496 | 0.44% | 2970 | $-29664 | 下跌 ×4 | ||
| IWD | $978690 | 0.40% | 4037 | $116105 | |||
| UNP Union Pacific Corporation Common Stock | $967504 | 0.40% | 3557 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $956115 | 0.39% | 2711 | $19108 | 下跌 ×4 | ||
| KR Kroger Company (The) Common Stock | $923297 | 0.38% | 16627 | $-343581 | 下跌 ×6 | ||
| XLF XLF | $891534 | 0.37% | 16630 | $53331 | 下跌 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $867101 | 0.36% | 1702 | $-225031 | 下跌 ×5 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $856521 | 0.35% | 14865 | $-73000 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $840394 | 0.35% | 3109 | $-178997 | 下跌 ×5 | ||
| SBUX Starbucks Corporation - Common Stock | $839184 | 0.34% | 8212 | $58049 | 下跌 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $836319 | 0.34% | 3793 | $-108328 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $829396 | 0.34% | 5656 | $-46199 | 下跌 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $806532 | 0.33% | 8741 | $-40133 | 下跌 ×2 | ||
| MDY | $776487 | 0.32% | 1104 | $117788 | 上涨 ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $749600 | 0.31% | 9582 | $-135529 | 下跌 ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $721471 | 0.30% | 5277 | $-223704 | 下跌 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $712181 | 0.29% | 3854 | $-1646 | 下跌 ×4 | ||
| NTAP NetApp, Inc. - Common Stock | $695956 | 0.29% | 4497 | $319 | 下跌 ×1 | ||
| AOA | $671293 | 0.28% | 6878 | $62925 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $668452 | 0.27% | 1792 | $-23025 | 下跌 ×2 | ||
| CL Colgate-Palmolive Company Common Stock | $625716 | 0.26% | 6825 | $29277 | 下跌 ×1 | ||
| TOL Toll Brothers, Inc. Common Stock | $578767 | 0.24% | 3513 | 上涨 ×1 | |||
| CGUS | $512187 | 0.21% | 11515 | $25560 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $491185 | 0.20% | 509 | 上涨 ×1 | |||
| RSP | $483413 | 0.20% | 2272 | $62149 | 上涨 ×5 | ||
| GIS General Mills, Inc. Common Stock | $474185 | 0.19% | 13626 | $-49686 | 下跌 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $469519 | 0.19% | 19125 | $-93082 | 下跌 ×1 | ||
| XLY XLY | $464898 | 0.19% | 3964 | $21350 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $452986 | 0.19% | 1077 | $29191 | 下跌 ×2 | ||
| XLC XLC | $452624 | 0.19% | 4225 | $-27954 | 下跌 ×1 | ||
| TWST Twist Bioscience Corporation - Common Stock | $446396 | 0.18% | 4339 | $240207 | |||
| USFR | $403052 | 0.17% | 8005 | $-19955 | 下跌 ×4 | ||
| IJH | $392259 | 0.16% | 5087 | $30164 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $362210 | 0.15% | 1810 | $46505 | |||
| BND Vanguard Total Bond Market ETF | $360884 | 0.15% | 4916 | $4688 | 上涨 ×2 | ||
| GLD | $304650 | 0.13% | 827 | $-51199 | |||
| VO | $261369 | 0.11% | 3244 | $28467 | 上涨 ×1 | ||
| VOO | $256867 | 0.11% | 374 | $20835 | 下跌 ×2 | ||
| VHT | $253261 | 0.10% | 847 | $22598 | |||
| 未知发行人 (CUSIP: 84615Q103) | $253044 | 0.10% | 1481 | 上涨 ×1 | |||
| AOR | $252494 | 0.10% | 3633 | $18711 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $251164 | 0.10% | 1988 | $-25346 | 上涨 ×1 | ||
| SU Suncor Energy Inc. Common Stock | $248968 | 0.10% | 4638 | $-57121 | 上涨 ×1 | ||
| DVY iShares Select Dividend ETF | $240233 | 0.10% | 1537 | $7516 | |||
| GWW W.W. Grainger, Inc. Common Stock | $225826 | 0.09% | 166 | 上涨 ×1 | |||
| BIV | $220896 | 0.09% | 2880 | ||||
| CVX Chevron Corporation Common Stock | $209355 | 0.09% | 1263 | $-51545 | 上涨 ×1 | ||
| SPYM | $201157 | 0.08% | 2289 | ||||
| FOXA Fox Corporation - Class A Common Stock | $200868 | 0.08% | 3851 | $-23388 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VTI | $31509276 | 12.95% | 上涨 ×6 |
| VTV | $10780343 | 4.43% | 上涨 ×6 |
| CGGR | $9282824 | 3.82% | 上涨 ×6 |
| RSP | $483413 | 0.20% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TFLO | 2026年3月31日 | 37419 | $1888163 | 不再跟踪 |
| IBIT | 2025年6月30日 | 21280 | $996117 | |
| AMED | 2025年6月30日 | 9674 | $896103 | 不再跟踪 |
| XLV | 2025年6月30日 | 5724 | $835761 | 不再跟踪 |
| UPS | 2025年3月31日 | 5510 | $694811 | -6.1% |
| AMZN | 2026年3月31日 | 2198 | $507342 | 23.8% |
| LEN | 2025年9月30日 | 4203 | $464894 | -31.5% |
| XLP | 2025年6月30日 | 5121 | $418232 | 不再跟踪 |
| IJR | 2026年3月31日 | 2171 | $260911 | 不再跟踪 |
| GBX | 2025年6月30日 | 5018 | $257022 | 0.1% |
| IUSG | 2025年3月31日 | 1681 | $234247 | |
| COP | 2026年6月30日 | 1751 | $231132 | 30.3% |
| SPYM | 2026年3月31日 | 2877 | $230793 | 不再跟踪 |
| IGV | 2025年6月30日 | 2468 | $219627 | 不再跟踪 |
| IUSG | 2025年12月31日 | 1333 | $219332 | |
| META | 2026年6月30日 | 371 | $212260 | -2.6% |
| GOOG | 2026年3月31日 | 676 | $212129 | 18.2% |
| BIV | 2025年12月31日 | 2637 | $205923 | 不再跟踪 |
| VTIP | 2025年6月30日 | 4102 | $204690 | |
| TWST | 2025年9月30日 | 5550 | $204185 | 386.6% |