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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 62
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
—
AON PLC
+$30.6M
104,135
建仓
BKLC
BNY MELLON ETF TRUST
+$23.0M
221,590
减持
SHV
ISHARES TR
-$22.4M
418,167
-33%
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。
增持
SPYM
SPDR SER TR
+$16.4M
3,376,623
+4%
减持
IUSB
ISHARES TR
-$13.4M
751,127
-28%
减持
SPTS
SPDR SER TR
-$10.8M
2,149,479
-15%
建仓
MUB
ISHARES TR
+$10.0M
93,418
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$8.9M
2,219,553
+38%
增持
AAPL
APPLE INC
+$8.5M
206,043
+1%
增持
VTI
VANGUARD INDEX FDS
+$8.5M
267,930
+10%
增持
SOXX
ISHARES TR
+$7.9M
91,907
+41%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
255,231
+866%
增持
WULF
TERAWULF INC
+$6.6M
1,876,671
+179%
建仓
BKAG
BNY MELLON ETF TRUST
+$5.5M
131,679
增持
SPTL
SPDR SER TR
+$5.0M
691,030
+40%
增持
IWV
ISHARES TR
+$4.4M
176,842
+6%
增持
SPYG
SPDR SER TR
+$4.3M
92,343
+118%
减持
IAU
ISHARES GOLD TR
+$3.6M
2,010,038
-0%
增持
HYDB
ISHARES TR
+$3.0M
86,208
+318%
增持
IGM
ISHARES TR
+$2.9M
293,677
+2%
增持
ACWX
ISHARES TR
+$2.2M
627,256
+8%
增持
SPTI
SPDR SER TR
+$2.1M
444,106
+21%
减持
TLT
ISHARES TR
-$2.1M
371,466
-3%
增持
SHY
ISHARES TR
+$2.0M
619,446
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$1.9M
120,261
+13%
增持
GOOGL
ALPHABET INC
+$1.8M
56,350
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
179,355
+14%
建仓
SOC
SABLE OFFSHORE CORP
+$1.6M
108,441
增持
GOOG
ALPHABET INC
+$1.6M
46,645
+2%
减持
LQD
ISHARES TR
-$1.5M
3,041
-82%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
9,362
-26%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$1.4M
165,632
+21%
增持
LLY
ELI LILLY & CO
+$1.4M
10,705
+1%
减持
BA
BOEING CO
-$1.4M
4,208
-62%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$1.3M
0
-100%
增持
AVGO
BROADCOM INC
+$1.2M
4,094
+1%
减持
AMZN
AMAZON COM INC
+$1.2M
94,206
-0%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
34,375
-25%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
43,858
+1%
清仓
RPAY
REPAY HLDGS CORP
-$1.0M
0
-100%
减持
MSFT
MICROSOFT CORP
+$965.7K
51,727
-2%
增持
VOO
VANGUARD INDEX FDS
+$870.0K
18,163
+6%
建仓
IWR
ISHARES TR
+$867.6K
10,700
减持
SPTM
SPDR SER TR
+$850.6K
450,454
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$761.6K
409,388
-3%
减持
BIL
SPDR SER TR
-$733.1K
57,686
-12%
减持
EBAY
EBAY INC.
-$719.6K
22,045
-39%
减持
METV
LISTED FD TR
-$688.5K
185,273
-26%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$685.5K
7,200
增持
COST
COSTCO WHSL CORP NEW
+$605.7K
3,411
+9%
减持
IWF
ISHARES TR
+$569.1K
30,731
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$540.5K
30,987
-15%
减持
SGOV
ISHARES TR
-$536.8K
760,911
-1%
增持
IJH
ISHARES TR
+$529.0K
23,206
+70%
增持
UBER
UBER TECHNOLOGIES INC
+$516.1K
95,299
+14%
增持
KVUE
KENVUE INC
-$497.5K
151,741
+0%
增持
KLAC
KLA CORP
+$481.2K
3,804
+0%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$434.9K
15,370
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$426.1K
10,247
+3%
减持
DIS
DISNEY WALT CO
-$425.8K
18,215
-0%
减持
BOND
PIMCO ETF TR
-$421.8K
105,038
-3%
清仓
RSG
REPUBLIC SVCS INC
-$414.5K
0
-100%
减持
ITOT
ISHARES TR
-$414.2K
89,945
-7%
减持
HQY
HEALTHEQUITY INC
+$403.6K
89,013
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$400.2K
2,410
-21%
减持
MRK
MERCK & CO INC
-$392.8K
42,374
-1%
减持
CI
THE CIGNA GROUP
-$386.7K
10,551
-1%
增持
DXCM
DEXCOM INC
-$328.2K
13,084
+0%
建仓
WM
WASTE MGMT INC DEL
+$311.8K
1,462
建仓
MAGS
LISTED FD TR
+$310.6K
6,886
减持
SPAB
SPDR SER TR
-$295.9K
1,246,236
-0%
减持
JNJ
JOHNSON & JOHNSON
-$285.3K
13,253
-6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$283.6K
30,257
+17%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$281.3K
7,375
建仓
—
SUPER MICRO COMPUTER INC
+$279.4K
341
清仓
GILD
GILEAD SCIENCES INC
-$262.6K
0
-100%
减持
KWEB
KRANESHARES TRUST
-$254.6K
10,200
-50%
增持
EFA
ISHARES TR
+$251.9K
8,481
+64%
增持
ISRG
INTUITIVE SURGICAL INC
+$249.1K
4,213
+3%
增持
TSLA
TESLA INC
+$249.0K
8,869
+4%
建仓
ZTS
ZOETIS INC
+$242.6K
1,399
减持
HD
HOME DEPOT INC
-$242.4K
5,056
-2%
减持
CVS
CVS HEALTH CORP
-$241.7K
11,083
-1%
减持
NFLX
NETFLIX INC
+$239.4K
4,047
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$235.5K
4,327
+21%
建仓
BNY
BANK NEW YORK MELLON CORP
+$231.6K
3,867
建仓
CRM
SALESFORCE INC
+$226.7K
882
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$220.6K
2,352
清仓
AMAT
APPLIED MATLS INC
-$218.9K
0
-100%
减持
TGT
TARGET CORP
-$214.9K
3,472
-16%
减持
V
VISA INC
-$214.5K
11,184
-1%
清仓
ADBE
ADOBE INC
-$214.5K
0
-100%
建仓
AGGY
WISDOMTREE TR
+$214.1K
4,983
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$213.8K
153
建仓
WELL
WELLTOWER INC
+$208.5K
2,000
清仓
FTV
FORTIVE CORP
-$207.5K
0
-100%
建仓
MLI
MUELLER INDS INC
+$205.0K
3,600
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$204.0K
663
建仓
MELI
MERCADOLIBRE INC
+$203.8K
124
建仓
DVY
ISHARES TR
+$203.3K
1,680
减持
AGG
ISHARES TR
-$201.8K
90,894
-1%
增持
ORCL
ORACLE CORP
+$197.6K
12,599
+0%
减持
RH
RH
-$179.3K
905
-21%
减持
—
ACCENTURE PLC IRELAND
-$165.2K
3,712
-0%
减持
OXY
OCCIDENTAL PETE CORP
-$161.2K
4,296
-35%
增持
LULU
LULULEMON ATHLETICA INC
-$159.2K
2,007
+3%
减持
UNP
UNION PAC CORP
-$158.5K
7,937
-0%
增持
MO
ALTRIA GROUP INC
+$155.8K
34,592
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$141.8K
1,753
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$138.6K
18,255
+6%
增持
NKE
NIKE INC
-$135.7K
8,638
+3%
增持
NEE
NEXTERA ENERGY INC
+$132.8K
18,861
+0%
减持
PFE
PFIZER INC
-$131.7K
30,732
-14%
减持
IWM
ISHARES TR
-$131.3K
16,763
-0%
减持
SLB
SCHLUMBERGER LTD
-$130.4K
6,454
-19%
减持
AXON
AXON ENTERPRISE INC
-$129.2K
2,313
-11%
增持
APH
AMPHENOL CORP NEW
+$127.0K
13,314
+99%
增持
IWB
ISHARES TR
+$118.7K
11,808
+0%
增持
QQQ
INVESCO QQQ TR
+$113.9K
1,928
+6%
增持
BWFG
BANKWELL FINL GROUP INC
+$113.7K
89,154
+8%
增持
T
AT&T INC
+$111.3K
71,091
+0%
减持
CSCO
CISCO SYS INC
-$110.8K
15,521
-9%
减持
INTC
INTEL CORP
-$110.1K
7,220
-4%
减持
META
META PLATFORMS INC
+$109.1K
14,032
-2%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$105.8K
10,548
增持
IRM
IRON MTN INC DEL
+$102.6K
8,069
+4%
减持
CMCSA
COMCAST CORP NEW
-$98.0K
10,395
-11%
减持
KRE
SPDR SER TR
-$95.2K
8,451
-17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$93.3K
5,156
-0%
减持
SHEL
SHELL PLC
+$92.0K
22,225
-1%
增持
FXI
ISHARES TR
+$91.6K
45,865
+0%
增持
MA
MASTERCARD INCORPORATED
-$91.1K
2,707
+1%
增持
EL
LAUDER ESTEE COS INC
-$90.3K
1,968
+1%
增持
BAC
BANK AMERICA CORP
+$82.7K
35,567
+1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$77.1K
8,244
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$75.9K
27,129
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$75.2K
1,267
+2%
增持
SNOW
SNOWFLAKE INC
+$74.4K
3,564
+41%
增持
FOUR
SHIFT4 PMTS INC
+$69.5K
5,010
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$66.7K
18,160
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$64.8K
592
+22%
减持
HYS
PIMCO ETF TR
-$64.5K
30,916
-1%
减持
—
ASML HOLDING N V
+$64.0K
1,800
-2%
减持
NUE
NUCOR CORP
-$59.7K
1,410
-1%
减持
MCD
MCDONALDS CORP
-$59.7K
1,963
-1%
增持
GLD
SPDR GOLD TR
+$59.4K
4,561
+2%
减持
SPGI
S&P GLOBAL INC
+$57.5K
2,921
-0%
减持
—
EXXON MOBIL CORP
-$57.3K
44,300
-0%
减持
WMB
WILLIAMS COS INC
+$53.7K
15,271
-0%
增持
ET
ENERGY TRANSFER L P
+$53.6K
18,400
+18%