小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
GeoWealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GeoWealth Management, LLC
报告期 2026-03-31 · CIK 0001593387
持仓数
853
前50大市值合计
$1.96B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 145
减持 2
方向
标的
Δ市值
现股数(环比)
增持
VV
VANGUARD INDEX FDS
+$102.6M
411,009
增持
IUSB
ISHARES TR
+$101.5M
3,585,490
+170%
增持
TDSC
EXCHANGE LISTED FDS TR
+$55.7M
2,298,377
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CLSM
EXCHANGE LISTED FDS TR
+$47.2M
2,262,217
增持
MSFT
MICROSOFT CORP
+$26.9M
60,151
+187872%
增持
NVDA
NVIDIA CORPORATION
+$25.5M
206,670
增持
AAPL
APPLE INC
+$24.9M
118,200
+176318%
增持
TDSB
EXCHANGE LISTED FDS TR
+$23.0M
1,045,276
增持
SECT
NORTHERN LTS FD TR IV
+$20.1M
393,009
增持
MGK
VANGUARD WORLD FD
+$18.7M
59,515
增持
IAGG
ISHARES TR
+$18.0M
756,395
+91%
增持
SPDW
SPDR INDEX SHS FDS
+$17.7M
2,272,001
+31%
增持
VO
VANGUARD INDEX FDS
+$16.6M
68,579
增持
AMZN
AMAZON COM INC
+$15.8M
81,832
+66430%
增持
GSLC
GOLDMAN SACHS ETF TR
+$15.4M
338,532
+69%
增持
IWF
ISHARES TR
+$13.2M
36,288
增持
BOND
PIMCO ETF TR
+$13.1M
144,129
增持
GOOGL
ALPHABET INC
+$12.4M
68,287
增持
VOO
VANGUARD INDEX FDS
+$11.8M
239,658
+7%
增持
MTUM
ISHARES TR
+$11.8M
60,354
增持
MINT
PIMCO ETF TR
+$11.8M
116,819
增持
LGLV
SPDR SER TR
+$11.3M
73,959
建仓
ONEQ
FIDELITY COMWLTH TR
+$10.5M
150,544
增持
DFAI
DIMENSIONAL ETF TRUST
+$10.3M
346,881
增持
AOA
ISHARES TR
+$10.2M
212,982
+172%
增持
BIL
SPDR SER TR
+$10.0M
108,875
+55448%
增持
SPEM
SPDR INDEX SHS FDS
+$9.4M
770,174
+42%
增持
META
META PLATFORMS INC
+$9.4M
18,578
增持
—
TWO RDS SHARED TR
+$9.3M
737,498
增持
VTEB
VANGUARD MUN BD FDS
+$8.4M
1,635,632
+13%
增持
VB
VANGUARD INDEX FDS
+$8.1M
37,309
增持
SHYG
ISHARES TR
+$7.7M
183,639
增持
XLK
SELECT SECTOR SPDR TR
+$7.6M
33,471
增持
IVV
ISHARES TR
+$7.4M
13,510
+74956%
增持
GTO
POWERSHARES ACTIVELY MANAGED
+$7.3M
158,119
增持
—
TWO RDS SHARED TR
+$6.6M
711,532
增持
SPYG
SPDR SER TR
+$6.3M
78,566
增持
GOOG
ALPHABET INC
+$6.3M
34,280
增持
GBIL
GOLDMAN SACHS ETF TR
+$6.2M
61,460
增持
FCOR
FIDELITY MERRIMACK STR TR
+$5.9M
127,260
增持
XLV
SELECT SECTOR SPDR TR
+$5.8M
40,094
增持
SPYV
SPDR SER TR
+$5.7M
118,195
+18602%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.7M
11,148
+101245%
建仓
FLOT
ISHARES TR
+$5.7M
110,902
增持
V
VISA INC
+$5.6M
21,395
+2139400%
增持
LLY
ELI LILLY & CO
+$5.5M
6,047
增持
SPY
SPDR S&P 500 ETF TR
+$5.3M
9,842
+10046%
增持
PLD
PROLOGIS INC.
+$5.1M
45,429
增持
MA
MASTERCARD INCORPORATED
+$5.1M
11,497
增持
AVGO
BROADCOM INC
+$5.1M
3,155
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$5.0M
56,909
增持
IWY
ISHARES TR
+$4.9M
22,968
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.9M
28,576
增持
IEI
ISHARES TR
+$4.8M
43,289
+2411%
增持
MRK
MERCK & CO INC
+$4.7M
38,248
增持
DGRW
WISDOMTREE TR
+$4.6M
59,360
增持
OEF
ISHARES TR
+$4.6M
17,419
增持
—
TWO RDS SHARED TR
+$4.6M
385,055
增持
JPM
JPMORGAN CHASE & CO.
+$4.5M
22,242
+2224100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.4M
26,854
增持
CORP
PIMCO ETF TR
+$4.3M
45,283
增持
VONE
VANGUARD SCOTTSDALE FDS
+$4.3M
17,286
增持
WMT
WALMART INC
+$4.1M
60,736
增持
BSV
VANGUARD BD INDEX FDS
+$4.0M
52,746
增持
MGC
VANGUARD WORLD FD
+$4.0M
20,354
增持
CRM
SALESFORCE INC
+$4.0M
15,570
增持
QUAL
ISHARES TR
+$3.9M
23,819
+3158%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.9M
66,279
增持
IEF
ISHARES TR
+$3.9M
41,379
增持
COST
COSTCO WHSL CORP NEW
+$3.8M
4,453
增持
PYLD
PIMCO ETF TR
+$3.8M
147,491
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
8,986
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.6M
138,331
增持
BAB
INVESCO EXCH TRADED FD TR II
+$3.5M
132,678
增持
TLT
ISHARES TR
+$3.5M
37,700
增持
XLY
SELECT SECTOR SPDR TR
+$3.4M
18,821
增持
SPG
SIMON PPTY GROUP INC NEW
+$3.4M
22,559
增持
XLSR
SSGA ACTIVE TR
+$3.3M
65,740
增持
ABBV
ABBVIE INC
+$3.3M
19,442
+19342%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$3.3M
44,233
增持
EQIX
EQUINIX INC
+$3.2M
4,283
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.2M
41,886
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$3.2M
33,319
增持
XLC
SELECT SECTOR SPDR TR
+$3.2M
37,073
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.1M
5,676
增持
—
EXXON MOBIL CORP
+$3.1M
27,195
增持
IEFA
ISHARES TR
+$3.1M
43,050
+79622%
增持
PG
PROCTER AND GAMBLE CO
+$3.1M
18,825
增持
QCOM
QUALCOMM INC
+$3.1M
15,538
增持
TJX
TJX COS INC NEW
+$3.1M
27,869
增持
NVO
NOVO-NORDISK A S
+$3.0M
21,007
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.9M
56,132
增持
PEP
PEPSICO INC
+$2.9M
17,674
增持
QQQ
INVESCO QQQ TR
+$2.9M
7,237
+430%
增持
SHY
ISHARES TR
+$2.8M
36,656
+1759%
增持
WELL
WELLTOWER INC
+$2.8M
27,102
增持
BAC
BANK AMERICA CORP
+$2.8M
70,748
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.8M
48,669
增持
XLRE
SELECT SECTOR SPDR TR
+$2.7M
69,962
增持
NEAR
ISHARES U S ETF TR
+$2.7M
52,864
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
18,117
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
33,007
增持
NFLX
NETFLIX INC
+$2.6M
3,881
增持
CVX
CHEVRON CORP NEW
+$2.6M
16,420
+1641900%
减持
DFNM
DIMENSIONAL ETF TRUST
-$2.6M
884,605
-5%
增持
SPYM
SPDR SER TR
+$2.6M
46,079
+613%
增持
XLU
SELECT SECTOR SPDR TR
+$2.5M
36,857
增持
SGOV
ISHARES TR
+$2.5M
29,273
+525%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$2.4M
47,654
增持
—
ACCENTURE PLC IRELAND
+$2.4M
7,834
增持
XLF
SELECT SECTOR SPDR TR
+$2.4M
57,575
增持
JAAA
JANUS DETROIT STR TR
+$2.4M
54,696
+554%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$2.4M
23,954
增持
NOW
SERVICENOW INC
+$2.3M
2,987
增持
MCK
MCKESSON CORP
+$2.3M
4,013
增持
XLP
SELECT SECTOR SPDR TR
+$2.3M
30,441
增持
GLDM
WORLD GOLD TR
+$2.3M
50,392
建仓
DSTL
ETF SER SOLUTIONS
+$2.3M
44,045
增持
TSLA
TESLA INC
+$2.3M
11,375
增持
DCMT
DOUBLELINE ETF TRUST
+$2.2M
87,207
增持
INTU
INTUIT
+$2.2M
3,411
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
51,681
增持
HYG
ISHARES TR
+$2.2M
28,710
增持
ADBE
ADOBE INC
+$2.2M
3,964
增持
AMAT
APPLIED MATLS INC
+$2.2M
9,284
减持
VTI
VANGUARD INDEX FDS
+$2.2M
283,662
-0%
增持
TMUS
T-MOBILE US INC
+$2.1M
11,969
增持
OMFS
INVESCO EXCH TRD SLF IDX FD
+$2.1M
57,583
增持
ORCL
ORACLE CORP
+$2.1M
14,787
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.1M
11,983
增持
DBMF
LITMAN GREGORY FDS TR
+$2.1M
68,991
增持
IRM
IRON MTN INC DEL
+$2.0M
22,852
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
23,110
+3407%
增持
WLDR
TWO RDS SHARED TR
+$2.0M
65,585
增持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
20,175
+3186%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.0M
4,313
增持
BILZ
PIMCO ETF TR
+$1.9M
19,066
增持
DLR
DIGITAL RLTY TR INC
+$1.9M
12,655
增持
CWB
SPDR SER TR
+$1.9M
26,266
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.9M
31,723
增持
—
ISHARES TR
+$1.9M
74,795
增持
SPAB
SPDR SER TR
+$1.9M
74,700
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
41,236
增持
HD
HOME DEPOT INC
+$1.9M
5,379
增持
NKE
NIKE INC
+$1.8M
24,466
增持
KO
COCA COLA CO
+$1.8M
28,956
增持
AVB
AVALONBAY CMNTYS INC
+$1.8M
8,903
增持
SPGI
S&P GLOBAL INC
+$1.8M
4,022
增持
AXP
AMERICAN EXPRESS CO
+$1.8M
7,740
增持
EMXC
ISHARES INC
+$1.8M
30,110
