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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 62
减持 58
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$45.1M
358,620
+16%
增持
VV
VANGUARD INDEX FDS
+$25.8M
470,837
+11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$24.0M
722,762
+1302%
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
TFLO
ISHARES TR
-$21.5M
129,898
-77%
增持
DYNF
BLACKROCK ETF TRUST
+$21.3M
417,352
+1350%
增持
VTI
VANGUARD INDEX FDS
+$18.6M
343,264
+10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$15.7M
642
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$14.5M
3
-100%
减持
TDSC
EXCHANGE LISTED FDS TR
-$14.4M
1,438,850
-27%
清仓
LGLV
SPDR SER TR
-$13.3M
0
-100%
减持
IWF
ISHARES TR
-$13.1M
205
-99%
减持
IUSB
ISHARES TR
-$12.7M
4,156,944
-7%
增持
VXF
VANGUARD INDEX FDS
+$12.4M
240,790
+22%
减持
MTUM
ISHARES TR
-$11.8M
1,083
-98%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.2M
679
-100%
增持
PYLD
PIMCO ETF TR
+$11.1M
1,444,498
+40%
清仓
EFAV
ISHARES TR
-$10.4M
0
-100%
增持
SECT
NORTHERN LTS FD TR IV
+$9.3M
512,662
+28%
减持
CLSM
EXCHANGE LISTED FDS TR
-$9.3M
1,497,072
-25%
增持
NVDA
NVIDIA CORPORATION
+$8.8M
152,422
+8%
清仓
—
TWO RDS SHARED TR
-$8.8M
0
-100%
减持
BOND
PIMCO ETF TR
-$8.1M
140,633
-38%
增持
XLK
SELECT SECTOR SPDR TR
+$7.7M
52,057
+95%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.3M
36,326
+679%
减持
SPDW
SPDR INDEX SHS FDS
+$6.8M
2,271,295
-3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$6.5M
157,388
+311%
减持
VTEB
VANGUARD MUN BD FDS
-$6.4M
1,594,827
-6%
建仓
MINO
PIMCO ETF TR
+$6.3M
143,132
减持
TDSB
EXCHANGE LISTED FDS TR
-$6.3M
593,802
-32%
减持
DFCF
DIMENSIONAL ETF TRUST
-$6.1M
1,064,837
-12%
清仓
STPZ
PIMCO ETF TR
-$5.5M
0
-100%
减持
BIL
SPDR SERIES TRUST
-$5.3M
3,787
-94%
增持
MSFT
MICROSOFT CORP
+$5.3M
42,907
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$5.0M
50,889
+583%
建仓
IGOV
ISHARES TR
+$4.8M
112,274
增持
—
TWO RDS SHARED TR
+$4.7M
758,559
+197%
增持
IAGG
ISHARES TR
+$4.5M
1,033,652
+7%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$4.3M
407
-100%
清仓
GCOW
PACER FDS TR
-$3.9M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$3.9M
82,993
+11%
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$3.8M
17,649
增持
VYM
VANGUARD WHITEHALL FDS
+$3.5M
29,499
+699%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.5M
21,843
-76%
增持
GLD
SPDR GOLD TR
+$3.4M
12,665
+726%
减持
GLDM
WORLD GOLD TR
-$3.4M
325
-99%
增持
SPMD
SPDR SERIES TRUST
+$3.3M
75,179
+418%
减持
LVHI
LEGG MASON ETF INVT
-$3.3M
16,000
-87%
增持
ORCL
ORACLE CORP
+$3.2M
21,516
+97%
减持
TIPX
SPDR SERIES TRUST
-$3.2M
135,340
-55%
增持
IETC
ISHARES U S ETF TR
+$3.1M
49,695
+144%
减持
DFGX
DIMENSIONAL ETF TRUST
-$3.1M
237,003
-22%
减持
MRK
MERCK & CO INC
-$3.0M
9,672
-77%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.9M
7,683
-25%
建仓
COWG
PACER FDS TR
+$2.7M
75,531
增持
VB
VANGUARD INDEX FDS
+$2.6M
49,309
+20%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.5M
1,387
-78%
减持
BND
VANGUARD BD INDEX FDS
-$2.4M
21,089
-60%
减持
SPEM
SPDR INDEX SHS FDS
+$2.2M
757,286
-1%
清仓
DCMT
DOUBLELINE ETF TRUST
-$2.2M
0
-100%
清仓
—
TWO RDS SHARED TR
-$2.2M
0
-100%
减持
META
META PLATFORMS INC
+$2.0M
16,729
-7%
增持
XLC
SELECT SECTOR SPDR TR
+$2.0M
40,520
+65%
增持
MGK
VANGUARD WORLD FD
+$2.0M
16,377
+27%
减持
AVGO
BROADCOM INC
+$2.0M
19,017
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
2,447,433
-8%
增持
AMZN
AMAZON COM INC
+$1.9M
57,466
+2%
增持
SHY
ISHARES TR
+$1.9M
31,992
+253%
清仓
BTAL
AGF INVTS TR
-$1.9M
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.8M
143,712
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$1.8M
7,419
-72%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
4,678
-39%
增持
LCTU
BLACKROCK ETF TRUST
+$1.8M
59,403
+62%
建仓
GSIB
THEMES ETF TR
+$1.8M
40,625
建仓
IXP
ISHARES TR
+$1.7M
15,455
建仓
MUST
COLUMBIA ETF TR I
+$1.6M
80,031
减持
—
CHUBB LIMITED
-$1.6M
10,089
-33%
减持
AAPL
APPLE INC
-$1.5M
82,018
-1%
增持
NFLX
NETFLIX INC
+$1.5M
2,447
+31%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.5M
15,116
-68%
减持
VXUS
VANGUARD STAR FDS
+$1.5M
609,765
-7%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$1.5M
9,418
-80%
增持
MGC
VANGUARD WORLD FD
+$1.5M
14,875
+59%
减持
VTIP
VANGUARD MALVERN FDS
-$1.5M
5,590
-84%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
4,813,209
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
12,044
+12%
建仓
FPA
FIRST TR EXCH TRD ALPHDX FD
+$1.3M
37,731
增持
EWY
ISHARES INC
+$1.3M
18,601
+84450%
增持
IEFA
ISHARES TR
+$1.3M
34,515
+69%
增持
HST
HOST HOTELS & RESORTS INC
+$1.3M
113,451
+293%
减持
ANGL
VANECK ETF TRUST
-$1.3M
18,020
-72%
增持
GOOGL
ALPHABET INC
+$1.3M
50,451
+3%
减持
EINC
VANECK ETF TRUST
-$1.2M
10,455
-54%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
26,923
+1%
减持
IAK
ISHARES TR
-$1.2M
3,909
-69%
增持
BILZ
PIMCO ETF TR
+$1.2M
38,171
+43%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$1.2M
0
-100%
减持
TMUS
T-MOBILE US INC
-$1.1M
11,555
-20%
增持
ESGU
ISHARES TR
+$1.1M
19,248
+57%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
13,752
-29%
增持
ZECP
ZACKS TRUST
+$1.1M
43,503
+337%
减持
DBP
INVESCO DB MULTI-SECTOR COMM
-$1.1M
36
-100%
减持
FTNT
FORTINET INC
-$1.1M
2,463
-82%
建仓
WRB
BERKLEY W R CORP
+$1.0M
14,198
增持
VBR
VANGUARD INDEX FDS
+$1.0M
34,793
+12%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
增持
CW
CURTISS WRIGHT CORP
+$1.0M
2,225
+804%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$999.1K
8,728
-66%
增持
MCK
MCKESSON CORP
+$983.0K
3,181
+59%
建仓
PMBS
PIMCO ETF TR
+$975.7K
19,892
增持
SMLF
ISHARES TR
+$974.6K
83,594
+10%
清仓
ICVT
ISHARES TR
-$967.1K
0
-100%
增持
CVS
CVS HEALTH CORP
+$963.0K
16,104
+638%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$958.3K
0
-100%
减持
CORP
PIMCO ETF TR
-$954.3K
34,478
-23%
增持
DG
DOLLAR GEN CORP NEW
+$932.0K
8,611
+1330%
增持
TXN
TEXAS INSTRS INC
+$928.7K
16,568
+19%
减持
QEFA
SPDR INDEX SHS FDS
-$928.1K
1
-100%
增持
GOOG
ALPHABET INC
+$921.7K
23,947
+12%
清仓
CCOR
LISTED FD TR
-$920.6K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
-$913.1K
22,175
-18%
增持
EFV
ISHARES TR
+$912.5K
42,636
+40%
减持
DFNM
DIMENSIONAL ETF TRUST
-$910.0K
862,408
-2%
增持
VRSN
VERISIGN INC
+$908.7K
3,557
+662%
增持
JBL
JABIL INC
+$890.7K
4,855
+293%
建仓
PLMR
PALOMAR HLDGS INC
+$882.3K
5,720
减持
PLD
PROLOGIS INC.
-$875.7K
44,077
-11%
增持
AGG
ISHARES TR
+$870.4K
23,961
+57%
减持
SPYG
SPDR SERIES TRUST
-$870.0K
2,075
-84%
增持
AOA
ISHARES TR
+$840.6K
85,197
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$839.2K
30,052
-10%
减持
DFSV
DIMENSIONAL ETF TRUST
-$818.6K
14,309
-68%
清仓
QGRO
AMERICAN CENTY ETF TR
-$807.4K
0
-100%
清仓
XONE
BONDBLOXX ETF TRUST
-$805.9K
0
-100%
增持
HWM
HOWMET AEROSPACE INC
+$792.9K
9,141
+31%
清仓
DGRW
WISDOMTREE TR
-$789.1K
0
-100%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$784.4K
66,545
-31%
增持
BCS
BARCLAYS PLC
+$781.8K
95,220
+48%
减持
XLU
SELECT SECTOR SPDR TR
-$772.4K
11,233
-48%
建仓
XHLF
BONDBLOXX ETF TRUST
+$766.4K
15,225
减持
AOM
ISHARES TR
-$750.2K
16,584
-52%
增持
BKNG
BOOKING HOLDINGS INC
+$747.4K
410
+16%
增持
TSLA
TESLA INC
+$743.4K
9,695
+8%
增持
AOR
ISHARES TR
+$730.9K
75,844
+11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$725.7K
11,594
+1%
清仓
PPC
PILGRIMS PRIDE CORP
-$718.9K
0
-100%
增持
SUSC
ISHARES TR
+$706.2K
100,640
+42%
清仓
SMAX
ISHARES TR
-$702.7K
0
-100%
增持
USXF
ISHARES TR
+$696.8K
53,161
+14%
减持
GILD
GILEAD SCIENCES INC
-$692.8K
5,139
-54%
增持
JANW
AIM ETF PRODUCTS TRUST
+$691.6K
105,478
+17%
