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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 80
减持 51
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
TFLO
ISHARES TR
+$44.2M
872,706
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$28.6M
742,982
+370%
增持
IUSB
ISHARES TR
+$25.0M
3,972,256
+11%
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。
减持
GSLC
GOLDMAN SACHS ETF TR
-$19.6M
147,067
-57%
增持
SPDW
SPDR INDEX SHS FDS
+$18.9M
2,624,103
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$16.7M
38,466
+291%
增持
SPEM
SPDR INDEX SHS FDS
+$15.7M
1,082,100
+41%
增持
DSTL
ETF SER SOLUTIONS
+$15.3M
309,277
+602%
增持
MGC
VANGUARD WORLD FD
+$14.2M
88,347
+334%
减持
MGK
VANGUARD WORLD FD
-$14.0M
14,656
-75%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$13.9M
197,346
+4158%
增持
IAGG
ISHARES TR
+$13.7M
992,233
+31%
增持
VOO
VANGUARD INDEX FDS
+$13.5M
252,705
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.9M
143,743
+612%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$12.8M
202,721
+1359%
增持
DFAI
DIMENSIONAL ETF TRUST
+$12.5M
718,249
+107%
增持
QQQ
INVESCO QQQ TR
+$12.5M
32,628
+351%
增持
SPYG
SPDR SER TR
+$12.4M
225,578
+187%
增持
VXUS
VANGUARD STAR FDS
+$12.4M
978,678
+16%
增持
XLSR
SSGA ACTIVE TR
+$11.7M
290,611
+342%
增持
LGLV
SPDR SER TR
+$11.7M
135,786
+84%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$11.2M
140,679
+322%
增持
KRMA
GLOBAL X FDS
+$10.6M
277,115
+4239%
建仓
MOAT
VANECK ETF TRUST
+$10.5M
108,453
减持
ONEQ
FIDELITY COMWLTH TR
-$10.5M
891
-99%
增持
VV
VANGUARD INDEX FDS
+$10.4M
429,065
+4%
增持
MTUM
ISHARES TR
+$10.1M
107,715
+78%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$9.9M
101,264
+1482%
增持
TMFC
RBB FD INC
+$9.9M
179,712
+3672%
建仓
IMCG
ISHARES TR
+$9.4M
128,745
减持
AOA
ISHARES TR
-$9.3M
83,753
-61%
建仓
QGRO
AMERICAN CENTY ETF TR
+$9.1M
99,516
增持
SMLF
ISHARES TR
+$9.0M
247,775
+105%
建仓
SUSA
ISHARES TR
+$8.8M
72,920
增持
FISR
SSGA ACTIVE TR
+$8.5M
384,672
+453%
减持
IWF
ISHARES TR
-$8.2M
13,394
-63%
减持
MINT
PIMCO ETF TR
-$7.8M
39,110
-67%
增持
ANGL
VANECK ETF TRUST
+$7.8M
324,928
+427%
增持
VTEB
VANGUARD MUN BD FDS
+$7.8M
1,754,947
+7%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$7.0M
101,029
增持
AOK
ISHARES TR
+$6.9M
191,566
+1406%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$6.7M
83,255
+675%
减持
DFAC
DIMENSIONAL ETF TRUST
-$6.6M
2,451,782
-13%
增持
FPE
FIRST TR EXCH TRADED FD III
+$6.4M
362,264
+3009%
增持
VO
VANGUARD INDEX FDS
+$6.3M
86,654
+26%
增持
AOR
ISHARES TR
+$6.0M
172,860
+130%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.9M
49,727
+1187%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$5.8M
445,259
+3043%
建仓
EEM
ISHARES TR
+$5.7M
123,559
减持
FLOT
ISHARES TR
-$5.7M
5
-100%
增持
AGG
ISHARES TR
+$5.7M
65,496
+549%
增持
AVEM
AMERICAN CENTY ETF TR
+$5.3M
167,868
+84%
减持
GBIL
GOLDMAN SACHS ETF TR
-$5.1M
10,463
-83%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$4.9M
304,655
+130%
增持
NEAR
ISHARES U S ETF TR
+$4.7M
143,794
+172%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$4.7M
3,393
-94%
增持
GLDM
WORLD GOLD TR
+$4.4M
129,252
+156%
增持
XLRE
SELECT SECTOR SPDR TR
+$4.4M
158,037
+126%
增持
QUS
SPDR SER TR
+$4.3M
37,470
+252%
减持
VTI
VANGUARD INDEX FDS
-$4.3M
252,768
-11%
减持
DGRW
WISDOMTREE TR
-$4.3M
4,328
-93%
增持
VB
VANGUARD INDEX FDS
+$4.3M
52,252
+40%
增持
DFNM
DIMENSIONAL ETF TRUST
+$4.3M
958,231
+8%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$4.3M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$3.8M
2,556
-95%
建仓
USMV
ISHARES TR
+$3.7M
40,995
增持
SECT
NORTHERN LTS FD TR IV
+$3.7M
442,132
+12%
减持
DFIC
DIMENSIONAL ETF TRUST
-$3.7M
497,035
-26%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.7M
1,509,986
+3%
增持
VXF
VANGUARD INDEX FDS
+$3.6M
161,859
+6%
增持
SPSM
SPDR SER TR
+$3.5M
100,784
+272%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$3.4M
110,066
+303%
减持
IEI
ISHARES TR
-$3.4M
13,244
-69%
建仓
FALN
ISHARES TR
+$3.4M
122,811
减持
CLSM
EXCHANGE LISTED FDS TR
-$3.3M
2,062,621
-9%
建仓
IYY
ISHARES TR
+$3.1M
22,387
减持
TDSC
EXCHANGE LISTED FDS TR
-$3.1M
2,067,807
-10%
减持
BIL
SPDR SER TR
-$3.1M
75,589
-31%
增持
IWY
ISHARES TR
+$2.9M
35,779
+56%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.9M
66,254
+101%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.8M
16,839
-75%
减持
SGOV
ISHARES TR
-$2.8M
1,383
-95%
减持
SHY
ISHARES TR
-$2.8M
2,272
-94%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.7M
69,106
+1121%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.7M
104,746
-39%
增持
GLD
SPDR GOLD TR
+$2.6M
12,993
+381%
增持
SPMD
SPDR SER TR
+$2.5M
61,075
+287%
减持
MSFT
MICROSOFT CORP
-$2.4M
56,891
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$2.4M
22,936
-31%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$2.4M
11,610
-74%
减持
XLV
SELECT SECTOR SPDR TR
-$2.1M
24,148
-40%
增持
IGSB
ISHARES TR
+$2.1M
44,279
+980%
减持
DBMF
LITMAN GREGORY FDS TR
-$2.1M
16
-100%
增持
GWX
SPDR INDEX SHS FDS
+$2.0M
77,619
+308%
减持
NVDA
NVIDIA CORPORATION
-$2.0M
193,935
-6%
增持
COM
DIREXION SHS ETF TR
+$1.9M
75,017
+633%
减持
GSIE
GOLDMAN SACHS ETF TR
-$1.9M
183,897
-27%
增持
JNK
SPDR SER TR
+$1.8M
33,357
+122%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
11,901
+32%
增持
IEF
ISHARES TR
+$1.8M
57,791
+40%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$1.8M
62,917
减持
AAPL
APPLE INC
+$1.8M
114,470
-3%
减持
XLC
SELECT SECTOR SPDR TR
-$1.8M
15,535
-58%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.7M
38,255
+1146%
建仓
CCOR
LISTED FD TR
+$1.7M
61,506
减持
—
TWO RDS SHARED TR
-$1.7M
592,129
-20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.7M
19,800
-53%
增持
EBND
SPDR SER TR
+$1.7M
94,803
+416%
减持
AMZN
AMAZON COM INC
-$1.6M
76,053
-7%
减持
GOOGL
ALPHABET INC
-$1.6M
65,127
-5%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.6M
55,332
+148%
增持
SPYV
SPDR SER TR
+$1.6M
139,039
+18%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
增持
WMT
WALMART INC
+$1.6M
70,550
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
12,352
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$1.5M
28,639
+29%
清仓
NTSX
WISDOMTREE TR
-$1.5M
0
-100%
增持
SPAB
SPDR SER TR
+$1.5M
129,018
+73%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$1.5M
28,382
减持
MLPX
GLOBAL X FDS
-$1.4M
4,996
-84%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$1.3M
46,482
减持
V
VISA INC
-$1.3M
15,628
-27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
31,945
+19%
增持
WELL
WELLTOWER INC
+$1.3M
32,061
+18%
减持
XLU
SELECT SECTOR SPDR TR
-$1.3M
15,316
-58%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
25,112
-48%
减持
NVO
NOVO-NORDISK A S
-$1.2M
14,967
-29%
增持
ESGD
ISHARES TR
+$1.2M
117,995
+6%
增持
OEF
ISHARES TR
+$1.2M
20,964
+20%
减持
TDSB
EXCHANGE LISTED FDS TR
-$1.2M
960,475
-8%
减持
CWB
SPDR SER TR
-$1.2M
9,146
-65%
减持
META
META PLATFORMS INC
+$1.2M
18,404
-1%
减持
AMAT
APPLIED MATLS INC
-$1.2M
5,130
-45%
增持
EMHC
SPDR SER TR
+$1.1M
53,751
+420%
增持
EUSB
ISHARES TR
+$1.1M
138,442
+17%
减持
TIP
ISHARES TR
-$1.1M
415
-96%
增持
PALC
PACER FDS TR
+$1.1M
48,567
+79%
增持
BOND
PIMCO ETF TR
+$1.1M
150,105
+4%
减持
MU
MICRON TECHNOLOGY INC
-$1.1M
5,331
-57%
减持
SJNK
SPDR SER TR
-$1.1M
4,993
-90%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.0M
10,738
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
73,603
+37%
减持
MCK
MCKESSON CORP
-$1.0M
2,679
-33%
减持
—
TWO RDS SHARED TR
-$1.0M
282,170
-27%
增持
INTF
ISHARES TR
+$1.0M
47,084
+197%
减持
IAK
ISHARES TR
-$1.0M
142
-98%
增持
QUAL
ISHARES TR
+$1.0M
28,262
+19%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$998.5K
7,847
增持
BNDX
VANGUARD CHARLOTTE FDS
+$995.2K
480,685
+1%
减持
LDUR
PIMCO ETF TR
-$959.5K
3,826
-73%
