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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 83
减持 28
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$45.2M
4,406,753
+5%
减持
SHV
ISHARES TR
-$30.1M
202,611
-57%
减持
SGOV
ISHARES TR
-$27.4M
1,210,980
-18%
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
IAU
ISHARES GOLD TR
-$25.0M
1,555,296
-25%
增持
SOXX
ISHARES TR
+$21.5M
175,953
+61%
减持
SPSM
SPDR SERIES TRUST
-$20.2M
6,516
-99%
增持
NVDA
NVIDIA CORPORATION
+$19.0M
287,272
+18%
增持
ILCG
ISHARES TR
+$16.8M
246,525
+182%
减持
—
AON PLC
-$14.3M
41,709
-43%
增持
VTI
VANGUARD INDEX FDS
+$13.4M
314,323
+5%
增持
MSFT
MICROSOFT CORP
+$12.7M
69,594
+19%
增持
BKLC
BNY MELLON ETF TRUST
+$9.2M
452,842
+8%
增持
ITOT
ISHARES TR
+$8.8M
254,070
+22%
建仓
MASS
908 DEVICES INC
+$8.3M
1,165,291
增持
ACWX
ISHARES TR
+$7.7M
829,324
+7%
增持
SOC
SABLE OFFSHORE CORP
+$7.1M
1,013,355
+69%
增持
AMZN
AMAZON COM INC
+$6.2M
110,278
+16%
增持
META
META PLATFORMS INC
+$5.5M
19,426
+27%
减持
IWV
ISHARES TR
+$5.0M
177,728
-2%
减持
AVGO
BROADCOM INC
+$4.3M
39,743
-1%
增持
AXP
AMERICAN EXPRESS CO
+$3.9M
64,373
+4%
增持
GOOGL
ALPHABET INC
+$3.9M
72,997
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
48,691
+4%
增持
SPYG
SPDR SERIES TRUST
+$3.5M
167,331
+8%
增持
NFLX
NETFLIX INC
+$3.2M
5,088
+31%
增持
AAPL
APPLE INC
+$3.1M
251,447
+15%
增持
ORCL
ORACLE CORP
+$2.9M
21,778
+66%
增持
MS
MORGAN STANLEY
+$2.7M
20,847
+1006%
增持
GOOG
ALPHABET INC
+$2.7M
56,913
+20%
减持
SPTM
SPDR SERIES TRUST
+$2.7M
433,504
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.6M
4,142
+642%
增持
UBER
UBER TECHNOLOGIES INC
+$2.5M
121,263
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$2.4M
32,866
+14%
增持
IGM
ISHARES TR
+$2.4M
98,432
+3%
增持
WMT
WALMART INC
+$2.2M
31,425
+214%
减持
DAL
DELTA AIR LINES INC DEL
-$2.0M
6,221
-88%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
17,509
+162%
增持
BX
BLACKSTONE INC
+$1.9M
26,079
+86%
增持
IVV
ISHARES TR
+$1.9M
16,287
+12%
增持
SHY
ISHARES TR
+$1.9M
832,544
+3%
减持
—
ASML HOLDING N V
-$1.8M
2,861
-54%
减持
IWF
ISHARES TR
+$1.8M
29,116
-0%
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.8M
2,310
增持
BAC
BANK AMERICA CORP
+$1.6M
65,384
+79%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
5,110
+37%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.5M
8,445
+7%
减持
MO
ALTRIA GROUP INC
-$1.5M
15,124
-62%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
16,271
+86%
减持
SPDW
SPDR INDEX SHS FDS
+$1.4M
377,711
-1%
建仓
COF
CAPITAL ONE FINL CORP
+$1.4M
6,412
减持
TLT
ISHARES TR
-$1.3M
281,337
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
13,395
+25%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
18,965
+2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.1M
2,282,155
+1%
增持
EL
LAUDER ESTEE COS INC
+$1.1M
30,492
+49%
增持
V
VISA INC
+$1.1M
15,686
+23%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
26,157
+23%
建仓
DE
DEERE & CO
+$1.0M
2,064
减持
FXI
ISHARES TR
-$1.0M
47,208
-39%
增持
TSLA
TESLA INC
+$994.1K
14,756
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$994.0K
165,682
-14%
减持
MUB
ISHARES TR
-$950.6K
73,060
-10%
增持
SPTL
SPDR SERIES TRUST
+$925.1K
760,057
+7%
建仓
C
CITIGROUP INC
+$921.8K
10,829
增持
VUG
VANGUARD INDEX FDS
+$913.6K
4,355
+62%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$909.9K
14,039
+1%
减持
PM
PHILIP MORRIS INTL INC
-$907.2K
1,929
-76%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$864.3K
25,682
+70%
建仓
MU
MICRON TECHNOLOGY INC
+$804.5K
6,527
建仓
—
EATON CORP PLC
+$798.9K
2,238
建仓
QCOM
QUALCOMM INC
+$764.2K
4,798
建仓
NTRA
NATERA INC
+$761.9K
4,510
增持
BKAG
BNY MELLON ETF TRUST
+$746.4K
573,915
+3%
减持
KLAC
KLA CORP
+$737.4K
3,717
-3%
增持
AXON
AXON ENTERPRISE INC
+$730.9K
2,307
+3%
减持
SPTS
SPDR SERIES TRUST
-$717.8K
2,000,784
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$716.3K
35,776
+10%
增持
WFC
WELLS FARGO CO NEW
+$714.8K
33,408
+22%
增持
HD
HOME DEPOT INC
+$702.3K
7,832
+32%
增持
MA
MASTERCARD INCORPORATED
+$679.5K
3,869
+42%
清仓
IUSG
ISHARES TR
-$677.5K
0
-100%
增持
CRM
SALESFORCE INC
+$677.3K
3,811
+183%
增持
ABT
ABBOTT LABS
+$667.3K
9,541
+101%
增持
RTX
RTX CORPORATION
+$661.7K
8,600
+92%
增持
BWFG
BANKWELL FINL GROUP INC
+$632.4K
105,066
+1%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$617.2K
0
-100%
清仓
ISTB
ISHARES TR
-$595.4K
0
-100%
增持
UNP
UNION PAC CORP
+$593.1K
10,782
+35%
增持
CSCO
CISCO SYS INC
+$586.9K
22,001
+45%
建仓
GCTS
GCT SEMICONDUCTOR HLDG INC
+$585.9K
393,189
增持
WM
WASTE MGMT INC DEL
+$565.7K
4,005
+165%
减持
KVUE
KENVUE INC
-$562.5K
157,382
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$560.6K
17,003
-6%
减持
INTU
INTUIT
+$559.2K
3,229
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$551.8K
11,196
+25%
增持
DIS
DISNEY WALT CO
+$549.1K
20,216
+2%
清仓
NU
NU HLDGS LTD
-$526.4K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$526.1K
3,063
+181%
建仓
XLU
SELECT SECTOR SPDR TR
+$525.6K
6,437
增持
SPAB
SPDR SERIES TRUST
+$524.5K
1,649,560
+1%
建仓
GVI
ISHARES TR
+$509.5K
4,771
建仓
CAT
CATERPILLAR INC
+$506.3K
1,304
增持
ABBV
ABBVIE INC
+$499.6K
6,831
+86%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$495.3K
7,338
+27%
增持
NOW
SERVICENOW INC
+$489.3K
764
+105%
建仓
CSX
CSX CORP
+$482.9K
14,800
建仓
—
QIAGEN NV
+$479.9K
10,000
增持
VTV
VANGUARD INDEX FDS
+$463.4K
10,747
+29%
增持
MELI
MERCADOLIBRE INC
+$450.9K
642
+2%
减持
ULTA
ULTA BEAUTY INC
+$446.1K
4,658
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$443.4K
24,977
+3%
减持
APH
AMPHENOL CORP NEW
+$434.7K
13,429
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$423.9K
19,581
+39%
建仓
XLF
SELECT SECTOR SPDR TR
+$415.8K
7,940
建仓
WSM
WILLIAMS SONOMA INC
+$408.4K
2,500
增持
IWB
ISHARES TR
+$401.6K
11,948
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$386.6K
14,041
+1%
减持
TWLO
TWILIO INC
+$382.1K
23,858
-10%
清仓
NEAR
ISHARES U S ETF TR
-$381.9K
0
-100%
增持
SHOP
SHOPIFY INC
+$375.9K
11,546
+15%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$371.2K
77,485
-5%
建仓
EMR
EMERSON ELEC CO
+$368.0K
2,760
清仓
DELL
DELL TECHNOLOGIES INC
-$362.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$361.4K
2,833
+11%
减持
SGOL
ETFS GOLD TR
-$357.5K
8,379
-60%
增持
AMGN
AMGEN INC
+$357.0K
2,657
+115%
建仓
NUE
NUCOR CORP
+$354.8K
2,739
建仓
FCX
FREEPORT-MCMORAN INC
+$350.5K
8,085
建仓
CARR
CARRIER GLOBAL CORPORATION
+$348.8K
4,765
建仓
DGRO
ISHARES TR
+$338.9K
5,300
建仓
GD
GENERAL DYNAMICS CORP
+$335.4K
1,150
增持
MCD
MCDONALDS CORP
+$331.6K
3,833
+52%
增持
APO
APOLLO GLOBAL MGMT INC
+$330.0K
10,018
+26%
建仓
PSX
PHILLIPS 66
+$322.7K
2,705
清仓
LMT
LOCKHEED MARTIN CORP
-$320.6K
0
-100%
建仓
NVS
NOVARTIS AG
+$301.7K
2,493
清仓
SE
SEA LTD
-$300.1K
0
-100%
建仓
DDOG
DATADOG INC
+$296.9K
2,210
清仓
LVS
LAS VEGAS SANDS CORP
-$292.9K
0
-100%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$291.8K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$291.7K
1,565
增持
HON
HONEYWELL INTL INC
+$289.9K
6,237
+14%
增持
VST
VISTRA CORP
+$284.9K
2,949
+21%
增持
COP
CONOCOPHILLIPS
+$282.5K
6,050
+144%
增持
ALAB
ASTERA LABS INC
+$281.3K
9,073
+0%
清仓
TGT
TARGET CORP
-$280.8K
0
-100%
增持
MRP
MILLROSE PPTYS INC
+$279.6K
20,175
+81%
增持
GFL
GFL ENVIRONMENTAL INC
+$278.8K
18,438
+37%
增持
SPTI
SPDR SERIES TRUST
+$278.1K
499,114
+1%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$276.4K
1,915