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GM Advisory Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GM Advisory Group, Inc.
报告期 2026-03-31 · CIK 0001598304
持仓数
374
前50大市值合计
$2.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 145 项
建仓 11
增持 49
减持 62
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$36.4M
2,053,929
+54%
增持
SPAB
SPDR SER TR
+$35.4M
1,818,887
+338%
减持
VTI
VANGUARD INDEX FDS
+$30.6M
160,129
-29%
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。
建仓
SPTM
SPDR SER TR
+$28.6M
604,031
减持
BIL
SPDR SER TR
-$24.5M
436,859
-38%
增持
SPTS
SPDR SER TR
+$21.2M
1,806,528
+69%
减持
IWV
ISHARES TR
-$12.3M
115,476
-37%
增持
IAU
ISHARES GOLD TR
+$11.3M
1,648,796
+14%
增持
SGOV
ISHARES TR
+$7.8M
581,372
+16%
建仓
SPTI
SPDR SER TR
+$7.6M
267,591
建仓
SOXX
ISHARES TR
+$6.7M
19,363
增持
BOND
PIMCO ETF TR
+$6.0M
102,183
+183%
减持
ACWX
ISHARES TR
-$5.7M
408,541
-33%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$4.3M
86,261
增持
SPTL
SPDR SER TR
+$4.1M
1,398,982
+14%
减持
SHV
ISHARES TR
-$3.4M
805,621
-4%
减持
AMZN
AMAZON COM INC
-$2.7M
82,832
-3%
减持
SPDW
SPDR INDEX SHS FDS
-$2.4M
495,694
-25%
减持
AGG
ISHARES TR
-$2.3M
98,503
-20%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.1M
1,353,557
-1%
清仓
AAXJ
ISHARES TR
-$1.8M
0
-100%
减持
AAPL
APPLE INC
-$1.8M
204,414
-0%
清仓
TLT
ISHARES TR
-$1.5M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
26,535
+8%
减持
—
EXXON MOBIL CORP
+$1.3M
61,174
-2%
减持
IGM
ISHARES TR
-$1.1M
8,623
-31%
减持
DIS
DISNEY WALT CO
-$973.6K
15,877
-36%
增持
JPM
JPMORGAN CHASE & CO
+$928.5K
31,115
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$889.3K
25,908
-55%
清仓
XLY
SELECT SECTOR SPDR TR
-$738.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$718.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$666.5K
3,325
-45%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$625.0K
0
-100%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$616.0K
0
-100%
减持
META
META PLATFORMS INC
-$610.7K
14,254
-17%
清仓
CRM
SALESFORCE INC
-$605.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$582.0K
0
-100%
增持
DXCM
DEXCOM INC
+$564.1K
17,212
+0%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$564.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$541.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$537.7K
67,520
-1%
减持
ULTA
ULTA BEAUTY INC
+$496.1K
8,078
-2%
减持
AVGO
BROADCOM INC
+$485.7K
4,494
-2%
增持
CVX
CHEVRON CORP NEW
+$458.3K
12,799
+0%
减持
NVDA
NVIDIA CORPORATION
+$435.1K
27,289
-7%
清仓
IJR
ISHARES TR
-$429.0K
0
-100%
减持
NFLX
NETFLIX INC
-$415.0K
2,445
-49%
清仓
BX
BLACKSTONE INC
-$407.0K
0
-100%
增持
SHY
ISHARES TR
+$390.1K
803,771
+1%
减持
MOS
MOSAIC CO NEW
-$369.1K
25,300
-17%
增持
TSLA
TESLA INC
+$356.5K
15,469
+165%
减持
—
ASML HOLDING N V
-$343.9K
595
-63%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$342.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$329.0K
0
-100%
增持
FDX
FEDEX CORP
+$313.8K
3,665
+69%
建仓
VTV
VANGUARD INDEX FDS
+$302.7K
2,156
建仓
MRNA
MODERNA INC
+$301.9K
1,681
清仓
RBLX
ROBLOX CORP
-$294.0K
0
-100%
增持
T
AT&T INC
+$291.9K
57,843
+15%
增持
UPS
UNITED PARCEL SERVICE INC
+$283.5K
3,460
+76%
建仓
TGT
TARGET CORP
+$278.6K
1,869
增持
V
VISA INC
+$277.1K
8,828
+1%
增持
NTRS
NORTHERN TR CORP
+$269.4K
5,813
+103%
增持
SLB
SCHLUMBERGER LTD
+$261.7K
13,425
+6%
减持
LNG
CHENIERE ENERGY INC
-$259.8K
13,698
-2%
减持
VOO
VANGUARD INDEX FDS
+$259.3K
12,137
-1%
增持
HPQ
HP INC
+$257.8K
19,233
+85%
建仓
SHOP
SHOPIFY INC
+$254.5K
7,331
清仓
—
SVB FINANCIAL GROUP
-$252.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$247.8K
9,774
+0%
建仓
LOW
LOWES COS INC
+$238.3K
1,196
清仓
VSXY
VICTORIAS SECRET AND CO
-$237.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$235.6K
26,288
+10%
增持
ORCL
ORACLE CORP
+$217.0K
10,436
+0%
增持
GOOG
ALPHABET INC
-$214.5K
35,090
+1%
清仓
PTON
PELOTON INTERACTIVE INC
-$214.0K
0
-100%
建仓
AMGN
AMGEN INC
+$211.9K
807
减持
BAC
BANK AMERICA CORP
+$204.7K
109,954
-3%
清仓
XLE
SELECT SECTOR SPDR TR
-$204.0K
0
-100%
清仓
TOST
TOAST INC
-$201.0K
0
-100%
减持
ITOT
ISHARES TR
+$198.2K
43,705
-1%
减持
IVV
ISHARES TR
+$191.2K
9,602
-2%
增持
HD
HOME DEPOT INC
+$185.3K
2,853
+10%
减持
—
PDC ENERGY INC
+$183.6K
35,154
-1%
减持
DLN
WISDOMTREE TR
-$181.3K
13,506
-27%
减持
HON
HONEYWELL INTL INC
+$172.1K
8,199
-14%
减持
MSFT
MICROSOFT CORP
+$161.2K
34,306
-2%
减持
PYPL
PAYPAL HLDGS INC
-$160.2K
5,192
-16%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$153.7K
12,844
-6%
减持
PFE
PFIZER INC
+$145.5K
20,170
-1%
增持
EL
LAUDER ESTEE COS INC
+$142.1K
4,394
+0%
减持
KLAC
KLA CORP
+$137.6K
4,614
-13%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$126.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.2K
2,940
-0%
增持
ABBV
ABBVIE INC
+$121.3K
2,966
+11%
建仓
ET
ENERGY TRANSFER L P
+$119.9K
10,102
减持
AGGY
WISDOMTREE TR
-$118.2K
5,834
-33%
减持
GM
GENERAL MTRS CO
-$115.1K
31,595
-14%
减持
KWEB
KRANESHARES TR
+$104.0K
20,001
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$102.4K
3,914
+4%
减持
GLD
SPDR GOLD TR
-$95.9K
4,504
-19%
减持
BABA
ALIBABA GROUP HLDG LTD
-$91.8K
5,088
-25%
增持
UNP
UNION PAC CORP
+$91.1K
7,240
+0%
增持
LULU
LULULEMON ATHLETICA INC
+$88.1K
2,104
+0%
减持
INTC
INTEL CORP
-$80.9K
7,835
-30%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.2K
4,045
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$74.1K
3,583
-18%
增持
TJX
TJX COS INC NEW
+$64.3K
3,646
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$60.7K
1,479
+0%
减持
SHEL
SHELL PLC
+$59.1K
46,990
-11%
增持
NEE
NEXTERA ENERGY INC
+$56.2K
8,962
+1%
增持
SPYG
SPDR SER TR
+$49.4K
15,856
+5%
减持
IUSG
ISHARES TR
-$46.4K
5,331
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$45.6K
10,077
-2%
减持
EPS
WISDOMTREE TR
+$45.3K
23,985
-3%
增持
YUM
YUM BRANDS INC
+$44.9K
2,006
+0%
增持
—
LUCID GROUP INC
+$43.6K
110,194
+117%
增持
CMCSA
COMCAST CORP NEW
+$40.4K
7,190
+0%
减持
IWM
ISHARES TR
-$39.9K
2,547
-13%
增持
ACWI
ISHARES TR
+$39.8K
2,990
+9%
增持
CTAS
CINTAS CORP
+$38.6K
601
+0%
减持
F
FORD MTR CO DEL
-$37.1K
23,205
-15%
增持
METV
LISTED FD TR
+$35.9K
273,101
+5%
减持
IJH
ISHARES TR
-$35.6K
1,928
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$24.3K
53,295
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$23.9K
3,025
+5%
增持
COST
COSTCO WHSL CORP NEW
-$17.5K
1,403
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$16.8K
3,029
-8%
减持
WFC
WELLS FARGO CO NEW
+$16.7K
16,848
-0%
增持
CVS
CVS HEALTH CORP
+$16.4K
8,020
+5%
增持
CCI
CROWN CASTLE INC
-$14.6K
2,023
+1%
减持
QQQ
INVESCO QQQ TR
-$13.0K
2,362
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$12.0K
12,334
-6%
清仓
—
22ND CENTY GROUP INC
-$10.0K
0
-100%
减持
COP
CONOCOPHILLIPS
+$9.5K
4,513
-12%
增持
—
P3 HEALTH PARTNERS INC
-$9.2K
20,000
+100%
清仓
—
NEW GOLD INC CDA
-$9.0K
0
-100%
增持
IEP
ICAHN ENTERPRISES LP
+$8.3K
5,831
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.8K
79,717
-1%
增持
QCOM
QUALCOMM INC
-$7.7K
2,995
+0%
增持
INTU
INTUIT
+$7.4K
3,246
+0%
减持
IEFA
ISHARES TR
+$6.2K
4,464
-13%
减持
DAL
DELTA AIR LINES INC DEL
-$4.7K
16,656
-15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.3K
5,663
-8%
减持
IWF
ISHARES TR
+$2.2K
15,031
-2%