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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 26
增持 63
减持 43
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD TR
+$20.4M
2,068,536
+1%
增持
SGOV
ISHARES TR
+$15.2M
1,483,426
+11%
增持
ITOT
ISHARES TR
+$11.8M
209,004
+97%
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
BKAG
BNY MELLON ETF TRUST
+$8.5M
556,880
+54%
增持
SHY
ISHARES TR
+$8.5M
811,256
+13%
增持
ACWX
ISHARES TR
+$7.3M
772,289
+13%
减持
NVDA
NVIDIA CORPORATION
-$7.2M
243,881
-3%
减持
TLT
ISHARES TR
-$6.4M
287,270
-23%
增持
ILCG
ISHARES TR
+$5.5M
87,366
+382%
清仓
HYDB
ISHARES TR
-$4.8M
0
-100%
增持
SPAB
SPDR SER TR
+$4.6M
1,632,898
+10%
增持
AAPL
APPLE INC
-$4.4M
218,285
+3%
减持
MRK
MERCK & CO INC
-$4.1M
19,710
-67%
减持
IWV
ISHARES TR
-$3.9M
180,763
-2%
减持
SPTL
SPDR SER TR
-$3.5M
707,161
-19%
增持
SPYM
SPDR SER TR
-$3.4M
4,183,642
+4%
减持
AVGO
BROADCOM INC
-$3.0M
40,000
-4%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.9M
2,265,292
+5%
增持
BKLC
BNY MELLON ETF TRUST
+$2.8M
417,523
+12%
增持
AMZN
AMAZON COM INC
-$2.7M
94,712
+0%
减持
BIL
SPDR SER TR
-$2.7M
118,544
-20%
清仓
CI
THE CIGNA GROUP
-$2.6M
0
-100%
增持
T
AT&T INC
+$2.6M
114,825
+281%
清仓
HYS
PIMCO ETF TR
-$2.5M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$2.4M
121,005
+14%
建仓
DAL
DELTA AIR LINES INC DEL
+$2.3M
53,403
增持
MSFT
MICROSOFT CORP
-$2.1M
58,469
+3%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$2.0M
13,951
减持
SPTM
SPDR SER TR
-$1.9M
438,237
-1%
减持
IWF
ISHARES TR
-$1.9M
29,166
-6%
清仓
FSLR
FIRST SOLAR INC
-$1.8M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.8M
58,174
+2%
减持
—
AON PLC
-$1.7M
73,209
-15%
增持
AXP
AMERICAN EXPRESS CO
-$1.7M
61,818
+0%
建仓
—
GRAB HOLDINGS LIMITED
+$1.6M
363,460
减持
SHV
ISHARES TR
-$1.6M
474,887
-3%
减持
GOOG
ALPHABET INC
-$1.6M
47,426
-0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.6M
14,116
增持
SPTI
SPDR SER TR
+$1.5M
492,703
+9%
增持
BX
BLACKSTONE INC
+$1.5M
14,057
+401%
减持
IGM
ISHARES TR
-$1.5M
95,298
-4%
建仓
EL
LAUDER ESTEE COS INC
+$1.4M
20,492
增持
SOXX
ISHARES TR
-$1.2M
109,200
+8%
清仓
LQD
ISHARES TR
-$1.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$1.2M
46,887
+0%
增持
NKE
NIKE INC
+$1.1M
29,993
+201%
增持
VRT
VERTIV HOLDINGS CO
+$1.1M
19,906
+634%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.1M
7,969
增持
LLY
ELI LILLY & CO
+$1.1M
11,938
+5%
增持
KRE
SPDR SER TR
+$1.1M
26,171
+263%
减持
SPTS
SPDR SER TR
-$1.0M
2,028,753
-2%
建仓
BILL
BILL HOLDINGS INC
+$1.0M
22,382
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
32,548
+57%
增持
KBE
SPDR SER TR
+$983.0K
40,059
+95%
增持
MRVL
MARVELL TECHNOLOGY INC
-$974.5K
24,197
+8%
减持
BABA
ALIBABA GROUP HLDG LTD
-$945.0K
6,973
-68%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$897.0K
24,037
+87%
减持
SPDW
SPDR INDEX SHS FDS
+$787.8K
382,319
-1%
清仓
XOP
SPDR SER TR
-$779.7K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$734.8K
13,706
+443%
减持
IWM
ISHARES TR
-$699.8K
18,508
-7%
建仓
GFL
GFL ENVIRONMENTAL INC
+$650.2K
13,458
增持
KVUE
KENVUE INC
+$649.6K
160,819
+7%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$646.5K
171,105
+180%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$623.5K
7,859
+25%
增持
SPYG
SPDR SER TR
+$598.9K
154,671
+15%
建仓
ISTB
ISHARES TR
+$595.4K
12,315
建仓
PWR
QUANTA SVCS INC
+$548.3K
2,157
减持
UNH
UNITEDHEALTH GROUP INC
-$543.6K
6,680
-16%
建仓
ALAB
ASTERA LABS INC
+$539.1K
9,035
增持
FMB
FIRST TR EXCH TRADED FD III
+$528.0K
210,528
+6%
建仓
NU
NU HLDGS LTD
+$526.4K
51,410
减持
MUB
ISHARES TR
-$504.8K
81,410
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$484.4K
192,581
+7%
建仓
TEM
TEMPUS AI INC
+$482.4K
10,000
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$482.4K
5,763
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$480.8K
13,923
-1%
减持
ULTA
ULTA BEAUTY INC
-$445.1K
4,728
-6%
减持
—
EXXON MOBIL CORP
-$441.6K
31,935
-19%
减持
V
VISA INC
+$428.4K
12,792
-0%
建仓
TDW
TIDEWATER INC NEW
+$422.7K
10,000
清仓
JD
JD.COM INC
-$398.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$385.1K
28,920
+3%
清仓
BTI
BRITISH AMERN TOB PLC
-$382.4K
0
-100%
建仓
NEAR
ISHARES U S ETF TR
+$381.9K
7,507
增持
SPSM
SPDR SER TR
-$371.1K
501,307
+8%
减持
TWLO
TWILIO INC
-$365.8K
26,401
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$339.5K
10,721
-0%
增持
BWFG
BANKWELL FINL GROUP INC
+$338.5K
104,477
+16%
清仓
RH
RH
-$334.6K
0
-100%
增持
KLAC
KLA CORP
+$333.1K
3,813
+6%
清仓
CPNG
COUPANG INC
-$327.8K
0
-100%
增持
ORCL
ORACLE CORP
-$327.1K
13,112
+1%
增持
JNJ
JOHNSON & JOHNSON
+$317.5K
13,593
+2%
增持
PM
PHILIP MORRIS INTL INC
+$309.1K
7,929
+1%
增持
MO
ALTRIA GROUP INC
+$307.4K
39,509
+0%
建仓
DVY
ISHARES TR
+$299.8K
2,232
建仓
MRP
MILLROSE PPTYS INC
+$295.6K
11,150
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$291.8K
20,000
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$283.6K
8,734
+46%
清仓
SLB
SCHLUMBERGER LTD
-$260.6K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$258.4K
1,387
增持
GLD
SPDR GOLD TR
+$252.1K
4,948
+2%
减持
METV
LISTED FD TR
-$251.3K
164,048
-4%
增持
VOO
VANGUARD INDEX FDS
-$247.4K
18,604
+2%
减持
BA
BOEING CO
-$238.8K
2,172
-37%
清仓
CVS
CVS HEALTH CORP
-$236.3K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$230.3K
7,789
-10%
清仓
XLU
SELECT SECTOR SPDR TR
-$230.3K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$226.8K
2,248
建仓
OVL
LISTED FD TR
+$223.5K
5,104
增持
—
ASML HOLDING N V
+$219.8K
6,239
+10%
建仓
ED
CONSOLIDATED EDISON INC
+$219.5K
1,985
建仓
GE
GE AEROSPACE
+$218.4K
1,091
建仓
MOTG
VANECK ETF TRUST
+$212.4K
5,457
减持
NOW
SERVICENOW INC
-$211.6K
372
-22%
清仓
—
EATON CORP PLC
-$210.9K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$208.1K
0
-100%
建仓
SDY
SPDR SER TR
+$207.0K
1,525
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$206.7K
15,118
+60%
建仓
IYH
ISHARES TR
+$205.2K
3,371
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$201.3K
0
-100%
清仓
SJNK
SPDR SER TR
-$201.2K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$200.6K
0
-100%
减持
IRM
IRON MTN INC DEL
-$190.4K
7,302
-6%
增持
PGR
PROGRESSIVE CORP
+$188.9K
2,687
+13%
减持
SHEL
SHELL PLC
+$188.2K
21,013
-3%
减持
SE
SEA LTD
-$187.9K
2,300
-50%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$187.1K
81,255
-2%
增持
NFLX
NETFLIX INC
+$183.6K
3,871
+1%
增持
LULU
LULULEMON ATHLETICA INC
-$182.6K
1,992
+2%
增持
IVV
ISHARES TR
+$178.2K
14,569
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$177.0K
5,423
+2%
减持
LVS
LAS VEGAS SANDS CORP
-$173.5K
7,581
-17%
增持
IWB
ISHARES TR
-$173.5K
11,918
+0%
减持
HON
HONEYWELL INTL INC
-$170.4K
5,490
-7%
减持
FOUR
SHIFT4 PMTS INC
-$167.7K
2,850
-26%
增持
SLV
ISHARES SILVER TR
+$166.8K
29,031
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$166.3K
4,941
-23%
增持
RTX
RTX CORPORATION
+$161.7K
4,485
+20%
减持
IUSB
ISHARES TR
-$159.2K
690,371
-2%
减持
IWN
ISHARES TR
-$150.8K
2,117
-26%
减持
ISRG
INTUITIVE SURGICAL INC
-$148.3K
4,169
-2%
增持
COST
COSTCO WHSL CORP NEW
+$145.6K
3,718
+1%
减持
BOND
PIMCO ETF TR
+$145.2K
100,483
-1%
增持
FEZ
SPDR INDEX SHS FDS
+$137.3K
21,507
+0%
减持
HD
HOME DEPOT INC
-$137.0K
5,919
-0%
增持
DIS
DISNEY WALT CO
-$132.7K
19,837
+6%
增持
AMGN
AMGEN INC
+$132.5K
1,235
+28%
减持
KO
COCA COLA CO
+$132.1K
16,942
-2%