NWM Advisors, LLC
- SEC CIK
- 0002098824
- 最新申報
- 2026/8/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位。
- 持股檔數
- 25
- 2025 年第 3 季沒有申報
- 總值
- $1.15 億
- 2025 年第 3 季沒有申報
NWM Advisors, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 50,860 | $3,190 萬 | 27.8% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 112,919 | $1,262 萬 | 11.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 19,561 | $983.2 萬 | 8.6% | – | – | 歷史 |
| The Alger ETF Trust015564602 | RUSSELL INNOVATI | 257,071 | $556.4 萬 | 4.8% | – | – | – |
| AAPLApple Inc. | Stock | 19,040 | $517.6 萬 | 4.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 181,744 | $517.6 萬 | 4.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,710 | $506.2 萬 | 4.4% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 20,481 | $471.5 萬 | 4.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 25,048 | $467.1 萬 | 4.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 13,011 | $456.3 萬 | 4.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,270 | $448.3 萬 | 3.9% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 35,318 | $288.6 萬 | 2.5% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,677 | $277.2 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,458 | $274.5 萬 | 2.4% | – | – | – |
| The Alger ETF Trust015564503 | AI ENABLERS ADOP | 71,219 | $257.2 萬 | 2.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,546 | $241.8 萬 | 2.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 30,695 | $232.0 萬 | 2.0% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 17,352 | $172.1 萬 | 1.5% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,420 | $114.1 萬 | 1.0% | – | – | 歷史 |
| CWBCCommunity West Bancshares | COM | 32,430 | $73.0 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 10,777 | $47.8 萬 | 0.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,502 | $47.0 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 529 | $45.6 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,236 | $23.3 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 401 | $23.0 萬 | 0.2% | – | – | 歷史 |