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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 29
增持 67
减持 40
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
TFLO
ISHARES TR
+$22.8M
624,744
+257%
增持
ZECP
ZACKS TRUST
+$15.5M
811,741
+137%
增持
VOO
VANGUARD INDEX FDS
-$7.9M
336,069
+1%
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
VTI
VANGUARD INDEX FDS
-$6.6M
337,380
-2%
增持
VV
VANGUARD INDEX FDS
-$6.5M
425,422
+0%
增持
SMIZ
ZACKS TRUST
+$6.1M
295,505
+123%
减持
SHYG
ISHARES TR
-$5.5M
39,386
-77%
减持
CLSM
EXCHANGE LISTED FDS TR
-$5.1M
143,454
-61%
增持
AGG
ISHARES TR
+$5.0M
130,881
+64%
增持
QUIZ
ZACKS TRUST
+$4.9M
335,209
+114%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.8M
2,671
-93%
清仓
GLDM
WORLD GOLD TR
-$4.6M
0
-100%
减持
EEM
ISHARES TR
-$4.4M
293
-100%
增持
MSFT
MICROSOFT CORP
-$4.3M
51,305
+7%
减持
TDSC
EXCHANGE LISTED FDS TR
-$4.2M
63,883
-73%
建仓
—
ASTRAZENECA PLC
+$4.2M
21,061
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.1M
8,043
-66%
减持
GOOGL
ALPHABET INC
-$3.7M
56,440
-11%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.5M
1,332,758
+8%
清仓
—
ASTRAZENECA PLC
-$3.3M
0
-100%
增持
GROZ
ZACKS TRUST
+$3.2M
164,401
+255%
减持
BOND
PIMCO ETF TR
-$2.7M
123,374
-18%
建仓
KMLM
KRANESHARES TRUST
+$2.6M
93,321
清仓
EMB
ISHARES TR
-$2.6M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$2.6M
12,131
+132%
增持
SPSM
SPDR SERIES TRUST
+$2.5M
78,536
+193%
减持
TLT
ISHARES TR
-$2.5M
21,669
-57%
减持
SPDW
SPDR INDEX SHS FDS
+$2.5M
2,225,192
-0%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$2.4M
19,193
+515%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.3M
115,823
+73%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$2.3M
4,604
-80%
增持
IUSB
ISHARES TR
+$2.2M
4,664,293
+2%
建仓
HDV
ISHARES TR
+$2.2M
15,860
清仓
IOO
ISHARES TR
-$2.1M
0
-100%
清仓
ILDR
FIRST TR EXCHNG TRADED FD VI
-$2.1M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.1M
205,551
+76%
减持
TDSB
EXCHANGE LISTED FDS TR
-$2.1M
31,065
-74%
增持
SPIB
SPDR SERIES TRUST
+$2.0M
135,196
+79%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.0M
75,630
+81%
减持
AMZN
AMAZON COM INC
-$2.0M
71,084
-2%
增持
SGOL
ETFS GOLD TR
+$1.9M
50,405
+498%
清仓
IXN
ISHARES TR
-$1.9M
0
-100%
增持
META
META PLATFORMS INC
-$1.9M
22,868
+1%
清仓
IETC
ISHARES U S ETF TR
-$1.8M
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.8M
2,338
减持
GSIB
THEMES ETF TR
-$1.8M
1,227
-97%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
2,390,556
-2%
减持
WELL
WELLTOWER INC
-$1.7M
38,059
-24%
建仓
MUST
COLUMBIA ETF TR I
+$1.7M
82,246
增持
BIL
SPDR SERIES TRUST
+$1.6M
25,232
+237%
增持
IAGG
ISHARES TR
+$1.6M
1,041,449
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.6M
21,941
-5%
增持
—
ASML HLDG NV
+$1.5M
2,300
+55%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.5M
206,813
+15%
减持
GCOW
PACER FDS TR
-$1.4M
1,433
-96%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
103,492
+21%
增持
DFGX
DIMENSIONAL ETF TRUST
+$1.4M
306,291
+10%
减持
IVV
ISHARES TR
-$1.4M
13,844
-9%
增持
VLO
VALERO ENERGY CORP
+$1.4M
6,556
+383%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
139,106
+42%
建仓
DMXF
ISHARES TR
+$1.4M
18,242
增持
AMAT
APPLIED MATLS INC
+$1.4M
13,999
+5%
增持
LRCX
LAM RESEARCH CORP
+$1.4M
13,393
+52%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
459,066
+7%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
64,003
增持
AAPL
APPLE INC
-$1.3M
84,826
+1%
清仓
B
BARRICK MNG CORP
-$1.3M
0
-100%
增持
PYLD
PIMCO ETF TR
+$1.2M
1,734,326
+5%
增持
—
EXXON MOBIL CORP
+$1.2M
21,239
+8%
建仓
SMMU
PIMCO ETF TR
+$1.2M
23,984
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
40,206
+62%
建仓
ANDE
ANDERSONS INC
+$1.2M
16,629
增持
EIX
EDISON INTL
+$1.2M
25,914
+113%
增持
INTU
INTUIT
-$1.2M
9,161
+19%
增持
XLY
SELECT SECTOR SPDR TR
+$1.2M
33,868
+59%
增持
—
TOTALENERGIES SE
+$1.1M
14,554
+428%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
397,806
+5%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.1M
12,522
-44%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.1M
138,152
-12%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
32,319
-2%
减持
JAAA
JANUS DETROIT STR TR
-$1.1M
33,216
-38%
减持
SUSL
ISHARES TR
-$1.0M
51,047
-10%
增持
EQIX
EQUINIX INC
+$1.0M
4,777
+0%
清仓
—
ANGLOGOLD ASHANTI PLC
-$1.0M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
-$1.0M
420,670
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.0M
22,359
+4%
减持
BAC
BANK AMERICA CORP
-$1.0M
48,857
-21%
建仓
USDU
WISDOMTREE TR
+$1.0M
38,149
减持
XLF
SELECT SECTOR SPDR TR
-$1.0M
128,456
-4%
建仓
XOP
SPDR SERIES TRUST
+$1.0M
5,515
清仓
CRAK
VANECK ETF TRUST
-$999.5K
0
-100%
建仓
AGX
ARGAN INC
+$982.0K
1,803
清仓
OEF
ISHARES TR
-$978.0K
0
-100%
减持
GOOG
ALPHABET INC
-$967.0K
27,561
-3%
建仓
IYZ
ISHARES TR
+$965.1K
24,544
增持
JNJ
JOHNSON & JOHNSON
+$954.5K
15,420
+13%
减持
QCOM
QUALCOMM INC
-$944.8K
20,451
-2%
建仓
—
AON PLC
+$941.9K
2,918
增持
DGCB
DIMENSIONAL ETF TRUST
+$929.3K
33,936
+103%
增持
MA
MASTERCARD INCORPORATED
-$925.9K
13,503
+0%
增持
GLW
CORNING INC
+$889.6K
11,290
+53%
建仓
ACWX
ISHARES TR
+$884.4K
12,917
增持
XLE
SELECT SECTOR SPDR TR
+$878.9K
31,418
+34%
建仓
VSAT
VIASAT INC
+$872.5K
19,051
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$871.9K
2,225
增持
VTEB
VANGUARD MUN BD FDS
+$869.7K
1,547,081
+2%
建仓
CIEN
CIENA CORP
+$864.9K
2,228
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$862.1K
59,433
+41%
建仓
ED
CONSOLIDATED EDISON INC
+$852.2K
7,529
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$851.4K
6,052
+274%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$849.3K
0
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$840.2K
14,055
减持
HSBC
HSBC HLDGS PLC
-$835.1K
2,835
-79%
建仓
MUNI
PIMCO ETF TR
+$824.3K
15,794
建仓
SHY
ISHARES TR
+$821.0K
9,942
减持
LLY
ELI LILLY & CO
-$807.2K
4,267
-3%
增持
WDC
WESTERN DIGITAL CORP
+$788.6K
5,665
+31%
增持
XLB
SELECT SECTOR SPDR TR
+$787.7K
19,497
+374%
清仓
DEED
FIRST TR EXCHNG TRADED FD VI
-$780.5K
0
-100%
增持
AVGO
BROADCOM INC
-$777.5K
21,541
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$775.1K
7,424
+206%
建仓
BTAL
AGF INVTS TR
+$767.9K
55,005
增持
VONV
VANGUARD SCOTTSDALE FDS
+$767.5K
26,190
+43%
建仓
SCCO
SOUTHERN COPPER CORP
+$750.7K
4,363
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$750.2K
15,688
增持
DFGR
DIMENSIONAL ETF TRUST
+$743.2K
263,669
+11%
增持
LDUR
PIMCO ETF TR
+$741.9K
24,270
+47%
建仓
EINC
VANECK ETF TRUST
+$714.7K
6,066
增持
TMSL
T ROWE PRICE ETF INC
+$713.6K
32,496
+144%
减持
APP
APPLOVIN CORP
-$709.7K
2,223
-6%
建仓
VLUE
ISHARES TR
+$703.5K
4,948
增持
BDYN
BLACKROCK ETF TRUST
+$702.3K
265,810
+18%
建仓
AVSF
AMERICAN CENTY ETF TR
+$700.8K
14,973
减持
WFC
WELLS FARGO & CO
-$694.3K
30,865
-9%
增持
DFAC
DIMENSIONAL ETF TRUST
+$684.4K
4,952,425
+2%
增持
CVX
CHEVRON CORPORATION
+$680.8K
10,102
+9%
减持
VXUS
VANGUARD STAR FDS
+$680.3K
580,473
-1%
减持
ABBV
ABBVIE INC
-$674.8K
14,176
-14%
增持
COP
CONOCOPHILLIPS
+$674.8K
14,789
+8%
增持
NVDA
NVIDIA CORPORATION
+$673.0K
159,266
+10%
增持
MINT
PIMCO ETF TR
+$663.5K
31,221
+27%
增持
BP
BP PLC
+$659.8K
36,632
+20%
减持
LCTU
BLACKROCK ETF TRUST
-$655.6K
68,707
-7%
建仓
ENOR
ISHARES TR
+$651.9K
17,643
减持
XME
SPDR SERIES TRUST
-$651.9K
951
-87%
减持
APH
AMPHENOL CORP
-$649.0K
5,293
-46%
减持
SPGI
S&P GLOBAL INC
-$643.5K
5,267
-5%
增持
MUFG
MITSUBISHI UFJ FINANCIAL GRO
+$635.9K
66,728
+113%
减持
BLV
VANGUARD BD INDEX FDS
-$635.7K
3,843
-70%
清仓
KMX
CARMAX INC
-$634.2K
0
-100%
