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MRWM Advisors, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 74
MRWM Advisors, LLC在最新一期 13F 报告中披露了 74 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 21.3%。
机构性格雪花图
- 集中度
- 20.62
- 持仓稳定性
- 21.3
- 动能／逆势
- 100
- 行业集中度
- 68.89
- 多样化
- 100
- 仓位均衡度
- 83.11
近期动向
加仓 SGOV
+932.9% US$766.2万
减仓 USFR
-93.6% -US$620.9万
加仓 VTV
+42.4% US$298.2万
减仓 SPY
-26.8% -US$305.4万
减仓 NOBL
-23.0% -US$167.7万
加仓 SGOL
-3.5% US$66.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.56% | -0.23% | +1.86% | |
| 2 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 7.94% | +0.44% | -3.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.29% | -0.27% | +0.10% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.11% | +1.65% | +42.41% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.61% | +0.26% | +2.53% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.60% | +4.16% | +932.93% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-其他 | 4.12% | -0.17% | +5.08% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.83% | -1.60% | -26.80% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.67% | +0.41% | -0.25% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 3.38% | -0.31% | -9.46% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 3.30% | -0.87% | -23.01% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.20% | +0.25% | +7.07% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.99% | -0.23% | -1.64% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.81% | -0.32% | -0.36% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.41% | -0.10% | -5.24% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.93% | +0.23% | +14.78% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.82% | +0.33% | +20.95% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.89% | -0.05% | -4.11% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.82% | — | -3.20% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 0.72% | +0.13% | -3.38% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.10% | -1.96% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | -1.61% | |
| 23 | KR | Kroger Co | 股票-非周期性消费 | 0.69% | +0.10% | -0.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.09% | -4.64% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | -0.14% | -0.66% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -1.28% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 0.60% | — | -1.20% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | -0.08% | -6.35% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.59% | +0.06% | -1.20% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | +0.11% | -1.69% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | +0.11% | +7.65% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | -1.41% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.08% | -0.56% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.55% | +0.55% | NEW | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.12% | -8.75% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.51% | — | +2.04% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | -2.86% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.50% | +0.30% | +122.76% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | -0.05% | -1.24% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +5.67% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | — | +1.46% | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | — | -1.27% | |
| 43 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | -0.06% | -2.26% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | +0.23% | +108.09% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | -0.14% | -3.98% | |
| 46 | NTAP | Netapp INC | 股票-科技 | 0.38% | — | +1.83% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.13% | -2.15% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.36% | +0.08% | +21.64% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.33% | — | -0.15% | |
| 50 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.32% | +0.19% | +129.74% |
1–50 of 74
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
MRWM Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Treasury Floating Ra (TFLO); 新建仓: Ishares Msci Emr Mrk Ex Chna (EMXC); 清仓: Amazon.com INC (AMZN); 清仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Conocophillips (COP).
FAQ
MRWM Advisors, LLC 是什么机构？属于哪种投资人类型？
MRWM Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 74 个已申报仓位之中。
MRWM Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，MRWM Advisors, LLC 按市值排列的前几大持股为：
1. Vanguard Total Stock Mkt ETF (VTI) — US$2685.8万 (14.6%)
2. Abrdn Physical Gold Shares (SGOL) — US$1464.9万 (7.9%)
3. Ishares Core S&p 500 ETF (IVV) — US$1344.8万 (7.3%)
4. Vanguard Value ETF (VTV) — US$942.5万 (5.1%)
5. Vanguard Total Intl Stock (VXUS) — US$849.8万 (4.6%)
MRWM Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，MRWM Advisors, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 16 个既有持股、减仓 26 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Ishares Treasury Floating Ra (TFLO); 新建仓: Ishares Msci Emr Mrk Ex Chna (EMXC); 清仓: Amazon.com INC (AMZN); 清仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Conocophillips (COP)
MRWM Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，MRWM Advisors, LLC 的主要板块分布如下：
• Information Technology: 41.0%
• Health Care: 15.6%
• Consumer Discretionary: 13.7%
• Consumer Staples: 7.2%
• Communication Services: 6.8%
• Financials: 6.2%