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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 35
减持 91
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$25.5M
32,494
-94%
减持
VUG
VANGUARD INDEX FDS
-$23.4M
1,644
-97%
减持
ONEQ
FIDELITY COMWLTH TR
-$22.9M
789
-100%
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
IWY
ISHARES TR
-$19.3M
4,861
-94%
减持
BIL
SPDR SER TR
-$19.2M
62,088
-77%
减持
CWB
SPDR SER TR
-$18.0M
1,200
-99%
增持
PYLD
PIMCO ETF TR
+$17.3M
1,035,418
+169%
减持
SPY
SPDR S&P 500 ETF TR
-$16.8M
10,787
-72%
减持
MGC
VANGUARD WORLD FD
-$16.3M
9,368
-89%
增持
SCHD
SCHWAB STRATEGIC TR
+$14.5M
519,414
+558410%
减持
MGK
VANGUARD WORLD FD
-$14.5M
12,885
-76%
减持
IMCG
ISHARES TR
-$13.4M
514
-100%
减持
DSTL
ETF SER SOLUTIONS
-$13.2M
7,235
-97%
减持
VXUS
VANGUARD STAR FDS
-$13.0M
654,143
-28%
减持
VTEB
VANGUARD MUN BD FDS
-$12.4M
1,704,735
-12%
减持
XLSR
SSGA ACTIVE TR
-$11.8M
58,861
-79%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$11.6M
237,076
+287%
减持
OEF
ISHARES TR
-$11.6M
1,485
-96%
减持
DFAC
DIMENSIONAL ETF TRUST
-$11.6M
5,272,530
-2%
减持
NVDA
NVIDIA CORPORATION
-$11.0M
140,642
-28%
减持
QQQ
INVESCO QQQ TR
-$10.9M
4,025
-84%
减持
DFAI
DIMENSIONAL ETF TRUST
-$10.6M
228,607
-62%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$10.4M
0
-100%
建仓
EFAV
ISHARES TR
+$10.4M
133,315
减持
SMLF
ISHARES TR
-$10.3M
75,702
-66%
清仓
TMFC
RBB FD INC
-$10.0M
0
-100%
减持
AAPL
APPLE INC
-$9.6M
82,702
-26%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$9.0M
23,273
-79%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$8.8M
0
-100%
减持
VV
VANGUARD INDEX FDS
-$8.3M
422,358
-3%
增持
LGLV
SPDR SER TR
+$8.2M
76,192
+147%
减持
IAGG
ISHARES TR
-$7.8M
966,270
-14%
清仓
VNLA
JANUS DETROIT STR TR
-$7.5M
0
-100%
增持
BOND
PIMCO ETF TR
+$7.5M
227,621
+52%
减持
SPYG
SPDR SER TR
-$7.3M
13,286
-86%
减持
MSFT
MICROSOFT CORP
-$7.3M
42,710
-23%
减持
SPEM
SPDR INDEX SHS FDS
-$7.1M
765,221
-21%
减持
SPYV
SPDR SER TR
-$7.0M
6,235
-96%
减持
IWL
ISHARES TR
-$6.9M
14,266
-77%
减持
JNK
SPDR SER TR
-$6.4M
4,847
-93%
清仓
HYZD
WISDOMTREE TR
-$6.3M
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$6.3M
879,000
-13%
减持
AMZN
AMAZON COM INC
-$6.0M
56,225
-26%
减持
USFR
WISDOMTREE TR
-$5.9M
40
-100%
清仓
IGHG
PROSHARES TR
-$5.7M
0
-100%
增持
STPZ
PIMCO ETF TR
+$5.4M
102,205
+5059%
减持
FISR
SSGA ACTIVE TR
-$5.2M
37,830
-85%
减持
AVEM
AMERICAN CENTY ETF TR
-$5.2M
46,835
-66%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.1M
59,284
-75%
减持
VO
VANGUARD INDEX FDS
-$5.1M
74,701
-19%
增持
TIPX
SPDR SER TR
+$4.7M
300,215
+434%
清仓
USMC
PRINCIPAL EXCHANGE TRADED FD
-$4.6M
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$4.5M
311,877
+0%
增持
VOO
VANGUARD INDEX FDS
-$4.4M
308,613
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
-$4.3M
1,548
-94%
建仓
PNQI
INVESCO EXCHANGE TRADED FD T
+$4.3M
96,503
减持
XLRE
SELECT SECTOR SPDR TR
-$4.2M
26,222
-80%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$4.2M
418,569
-17%
减持
VB
VANGUARD INDEX FDS
-$4.1M
41,142
-26%
建仓
GCOW
PACER FDS TR
+$3.9M
106,099
减持
GOOGL
ALPHABET INC
-$3.9M
49,111
-19%
减持
SPSM
SPDR SER TR
-$3.9M
14,023
-86%
增持
LVHI
LEGG MASON ETF INVT
+$3.8M
118,647
+15369%
减持
IETC
ISHARES U S ETF TR
-$3.8M
20,379
-67%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
0
-100%
减持
AOA
ISHARES TR
-$3.5M
81,893
-36%
减持
ANGL
VANECK ETF TRUST
-$3.3M
63,435
-64%
清仓
IYY
ISHARES TR
-$3.3M
0
-100%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.3M
93,437
-38%
减持
SUSL
ISHARES TR
-$3.3M
111,348
-18%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.1M
141,723
-13%
增持
TLT
ISHARES TR
+$3.1M
43,566
+355%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.1M
9,921
-64%
减持
GOOG
ALPHABET INC
-$3.0M
21,291
-36%
清仓
PSK
SPDR SER TR
-$2.9M
0
-100%
减持
AVGO
BROADCOM INC
-$2.9M
19,345
-27%
减持
JAAA
JANUS DETROIT STR TR
-$2.8M
73,807
-43%
减持
JPMB
J P MORGAN EXCHANGE TRADED F
-$2.8M
13,610
-84%
减持
TSLA
TESLA INC
-$2.7M
9,015
-28%
增持
BND
VANGUARD BD INDEX FDS
+$2.6M
53,207
+203%
减持
XLK
SELECT SECTOR SPDR TR
-$2.6M
26,722
-24%
减持
GLD
SPDR GOLD TR
-$2.5M
1,534
-87%
建仓
RWLC
ADVISORS INNER CIRCLE FD III
+$2.4M
75,453
减持
SPMD
SPDR SER TR
-$2.4M
14,508
-75%
清仓
FLTR
VANECK ETF TRUST
-$2.4M
0
-100%
清仓
HYLB
DBX ETF TR
-$2.4M
0
-100%
减持
SGOV
ISHARES TR
-$2.3M
1,240
-95%
减持
SPIB
SPDR SER TR
-$2.3M
13,196
-84%
增持
—
TWO RDS SHARED TR
+$2.3M
255,616
+4559%
减持
SPDW
SPDR INDEX SHS FDS
+$2.2M
2,337,897
-4%
减持
IUSB
ISHARES TR
+$2.2M
4,447,028
-1%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$2.1M
6,205
-86%
增持
MTUM
ISHARES TR
+$2.1M
59,774
+24%
增持
VXF
VANGUARD INDEX FDS
-$2.1M
197,172
+4%
减持
GWX
SPDR INDEX SHS FDS
-$2.0M
16,865
-79%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.0M
1,215,266
+2%
增持
—
TWO RDS SHARED TR
+$2.0M
120,433
+194147%
清仓
EBND
SPDR SER TR
-$2.0M
0
-100%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.9M
7,159
-83%
减持
WMT
WALMART INC
-$1.9M
50,523
-28%
建仓
BTAL
AGF INVTS TR
+$1.9M
90,615
减持
AOK
ISHARES TR
-$1.9M
26,527
-65%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
46,933
+293%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
7,697
-41%
减持
META
META PLATFORMS INC
-$1.8M
17,895
-13%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.8M
1,856
-94%
增持
IAK
ISHARES TR
+$1.7M
12,660
+632900%
减持
ANET
ARISTA NETWORKS INC
-$1.6M
5,268
-72%
增持
ADFI
TWO RDS SHARED TR
+$1.6M
190,424
+380748%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.6M
32,386
减持
TFLO
ISHARES TR
-$1.6M
553,437
-6%
增持
RPHS
TWO RDS SHARED TR
+$1.6M
240,383
+214%
减持
COM
DIREXION SHS ETF TR
-$1.6M
1,946
-97%
增持
CAH
CARDINAL HEALTH INC
+$1.6M
15,064
+246%
增持
WELL
WELLTOWER INC
+$1.5M
47,362
+4%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.5M
2,668,377
-3%
减持
CLSM
EXCHANGE LISTED FDS TR
-$1.5M
1,997,817
-6%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$1.5M
0
-100%
减持
CRM
SALESFORCE INC
-$1.5M
15,937
-7%
增持
SPYM
SPDR SER TR
+$1.4M
62,565
+60%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$1.4M
0
-100%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$1.4M
12,178
-74%
减持
JPM
JPMORGAN CHASE & CO.
-$1.4M
26,766
-19%
减持
ORCL
ORACLE CORP
-$1.4M
10,902
-37%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.4M
15
-100%
减持
IWS
ISHARES TR
-$1.3M
765
-93%
减持
CERY
SPDR SER TR
-$1.3M
23,930
-69%
增持
SHYG
ISHARES TR
+$1.3M
34,569
+916%
减持
MRK
MERCK & CO INC
-$1.3M
41,953
-18%
增持
USXF
ISHARES TR
+$1.3M
46,501
+154%
增持
SGOL
ETFS GOLD TR
+$1.2M
82,831
+69%
增持
IWF
ISHARES TR
-$1.2M
36,565
+2%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
1,846
-43%
减持
VGT
VANGUARD WORLD FD
-$1.2M
46
-98%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
25,608
+363%
减持
NOW
SERVICENOW INC
-$1.2M
2,194
-21%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.2M
6,365
-82%
减持
ESGD
ISHARES TR
-$1.2M
74,327
-22%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$1.1M
3,016
+33411%
减持
TDSC
EXCHANGE LISTED FDS TR
-$1.1M
1,981,165
-4%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$1.1M
46,364
+130%
增持
VTIP
VANGUARD MALVERN FDS
+$1.1M
34,695
+178%
减持
EMHC
SPDR SER TR
-$1.1M
9,333
-83%
增持
LCTU
BLACKROCK ETF TRUST
+$1.1M
36,755
+109%
增持
FTNT
FORTINET INC
+$1.1M
13,734
+485%
增持
—
CHUBB LIMITED
+$1.1M
14,963
+21%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.1M
17,278
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$1.1M
15,156
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.1M
91,728
-32%
清仓
TIPZ
PIMCO ETF TR
-$1.1M
0
-100%
