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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 57
减持 58
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$136.8M
2,569,599
+112%
增持
SPYM
SPDR SERIES TRUST
+$36.9M
4,559,527
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$21.3M
352,492
+1273%
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
XLK
SELECT SECTOR SPDR TR
+$19.7M
73,549
+1683%
减持
IAU
ISHARES GOLD TR
+$16.2M
1,554,871
-0%
增持
BKLC
BNY MELLON ETF TRUST
+$12.9M
517,958
+14%
建仓
SMH
VANECK ETF TRUST
+$12.1M
37,010
减持
AAPL
APPLE INC
+$11.9M
249,271
-1%
增持
VTI
VANGUARD INDEX FDS
+$10.8M
323,934
+3%
增持
ITOT
ISHARES TR
+$7.2M
285,103
+12%
增持
ACWX
ISHARES TR
+$7.1M
887,295
+7%
减持
SHV
ISHARES TR
-$6.2M
146,445
-28%
增持
IWV
ISHARES TR
+$6.0M
180,383
+1%
增持
ILCG
ISHARES TR
+$5.9M
286,081
+16%
减持
NVDA
NVIDIA CORPORATION
+$5.2M
271,317
-6%
增持
SPYG
SPDR SERIES TRUST
+$4.9M
199,078
+19%
增持
SOC
SABLE OFFSHORE CORP
-$4.4M
1,023,149
+1%
减持
GOOGL
ALPHABET INC
+$4.2M
70,300
-4%
增持
PM
PHILIP MORRIS INTL INC
+$4.2M
28,215
+1363%
减持
GOOG
ALPHABET INC
+$3.7M
56,463
-1%
增持
IVV
ISHARES TR
+$3.6M
20,430
+25%
增持
LULU
LULULEMON ATHLETICA INC
+$3.4M
21,942
+1030%
减持
SPTS
SPDR SERIES TRUST
-$2.6M
1,908,699
-5%
增持
IWF
ISHARES TR
+$2.5M
31,822
+9%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$2.4M
0
-100%
减持
MASS
908 DEVICES INC
-$2.4M
678,086
-42%
减持
SPTM
SPDR SERIES TRUST
+$2.1M
428,917
-1%
增持
ORCL
ORACLE CORP
+$2.1M
24,467
+12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.1M
13,996
-46%
减持
SOXX
ISHARES TR
-$2.0M
147,503
-16%
减持
IWM
ISHARES TR
-$2.0M
7,831
-57%
建仓
PTLO
PORTILLOS INC
+$1.9M
300,000
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
42,446
-13%
清仓
FXI
ISHARES TR
-$1.7M
0
-100%
增持
—
IREN LIMITED
+$1.7M
40,185
+246%
减持
AVGO
BROADCOM INC
+$1.7M
38,219
-4%
增持
IGM
ISHARES TR
+$1.5M
99,889
+1%
增持
SPAB
SPDR SERIES TRUST
+$1.4M
1,689,323
+2%
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$1.4M
100,000
清仓
FEZ
SPDR INDEX SHS FDS
-$1.3M
0
-100%
清仓
EEM
ISHARES TR
-$1.3M
0
-100%
减持
TLT
ISHARES TR
-$1.3M
263,564
-6%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.1M
2,297
-77%
清仓
BILL
BILL HOLDINGS INC
-$1.0M
0
-100%
减持
KBE
SPDR SERIES TRUST
-$1.0M
20,525
-49%
增持
JPM
JPMORGAN CHASE & CO.
+$993.9K
33,357
+1%
减持
KRE
SPDR SERIES TRUST
-$977.7K
10,486
-62%
减持
NKE
NIKE INC
-$958.5K
12,585
-51%
增持
WMT
WALMART INC
+$948.4K
39,018
+24%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$927.3K
6,880
-19%
增持
BWFG
BANKWELL FINL GROUP INC
+$886.7K
105,587
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$886.2K
17,017
+5%
增持
AXP
AMERICAN EXPRESS CO
+$849.2K
64,375
+0%
减持
NFLX
NETFLIX INC
-$820.1K
4,999
-2%
清仓
NVO
NOVO-NORDISK A S
-$801.8K
0
-100%
减持
DIS
DISNEY WALT CO
-$766.6K
15,200
-25%
减持
MSFT
MICROSOFT CORP
+$754.3K
68,290
-2%
减持
KVUE
KENVUE INC
-$739.7K
157,381
-0%
减持
V
VISA INC
-$739.7K
14,148
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$728.0K
13,470
+1%
减持
MELI
MERCADOLIBRE INC
-$724.5K
408
-36%
增持
HD
HOME DEPOT INC
+$710.0K
8,839
+13%
减持
META
META PLATFORMS INC
-$709.9K
18,558
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$689.4K
122,520
+1%
减持
LLY
ELI LILLY & CO
-$687.9K
12,104
-5%
增持
IWB
ISHARES TR
+$687.6K
12,982
+9%
减持
BX
BLACKSTONE INC
-$686.8K
18,812
-28%
增持
KLAC
KLA CORP
+$681.8K
3,719
+0%
减持
IUSB
ISHARES TR
-$679.8K
665,565
-3%
减持
AMZN
AMAZON COM INC
-$671.8K
107,128
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$641.7K
372,405
-1%
清仓
TEM
TEMPUS AI INC
-$635.4K
0
-100%
减持
MUB
ISHARES TR
-$633.8K
65,729
-10%
减持
ISRG
INTUITIVE SURGICAL INC
-$599.5K
3,742
-11%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$593.4K
13,126
减持
METV
LISTED FDS TR
+$583.7K
163,952
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
+$581.1K
9,230
-2%
增持
—
ASML HOLDING N V
+$580.3K
2,968
+4%
增持
TWLO
TWILIO INC
-$578.7K
23,861
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$570.9K
4,398
+6%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$547.5K
14,041
+0%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$540.2K
2,256,106
-1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$516.1K
218,492
+3%
减持
PG
PROCTER AND GAMBLE CO
-$498.9K
13,364
-17%
清仓
HESM
HESS MIDSTREAM LP
-$481.4K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$469.8K
9,251
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$465.3K
7,765
清仓
TDW
TIDEWATER INC NEW
-$461.3K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$457.5K
7,542
+16%
增持
SHOP
SHOPIFY INC
+$454.6K
12,021
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$436.0K
176,799
+7%
增持
UA
UNDER ARMOUR INC
+$432.1K
130,660
+326%
建仓
KOCT
INNOVATOR ETFS TRUST
+$418.3K
12,668
增持
XLU
SELECT SECTOR SPDR TR
+$396.6K
10,575
+64%
增持
MS
MORGAN STANLEY
+$393.7K
20,949
+0%
减持
KO
COCA COLA CO
-$384.7K
13,031
-26%
建仓
LCID
LUCID GROUP INC
+$372.7K
15,668
减持
VOO
VANGUARD INDEX FDS
-$368.1K
16,990
-10%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$354.5K
4,248
建仓
USFR
WISDOMTREE TR
+$353.1K
7,023
减持
TSLA
TESLA INC
-$349.6K
9,754
-34%
增持
PANW
PALO ALTO NETWORKS INC
+$343.4K
7,242
+31%
减持
—
GRAB HOLDINGS LIMITED
+$342.2K
349,328
-0%
增持
APH
AMPHENOL CORP NEW
+$339.1K
13,457
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$338.5K
15,972
+90%
增持
LINE
LINEAGE INC
+$337.6K
20,000
+100%
增持
INTU
INTUIT
-$336.7K
3,232
+0%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$333.0K
6,940
减持
ALAB
ASTERA LABS INC
+$331.7K
5,884
-35%
清仓
—
LUCID GROUP INC
-$330.1K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$327.3K
27,581
+41%
减持
XLV
SELECT SECTOR SPDR TR
-$322.8K
2,094
-54%
减持
AMD
ADVANCED MICRO DEVICES INC
+$313.1K
16,848
-1%
减持
JNJ
JOHNSON & JOHNSON
+$299.2K
13,322
-6%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$297.6K
5,730
增持
BKAG
BNY MELLON ETF TRUST
+$292.0K
575,112
+0%
建仓
GEV
GE VERNOVA INC
+$291.5K
474
减持
SHY
ISHARES TR
-$289.0K
828,057
-1%
建仓
URA
GLOBAL X FDS
+$284.2K
5,963
增持
CAT
CATERPILLAR INC
+$283.0K
1,654
+27%
增持
CVX
CHEVRON CORP NEW
+$283.0K
19,871
+2%
减持
MA
MASTERCARD INCORPORATED
-$282.2K
3,326
-14%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$280.6K
1,927
增持
SLV
ISHARES SILVER TR
+$278.0K
28,030
+1%
建仓
CRWV
COREWEAVE INC
+$276.6K
2,021
减持
MRK
MERCK & CO INC
-$274.8K
15,590
-22%
减持
ABBV
ABBVIE INC
+$259.4K
6,596
-3%
减持
IRM
IRON MTN INC DEL
-$258.9K
4,685
-35%
减持
CRM
SALESFORCE INC
-$256.9K
3,301
-13%
减持
RDDT
REDDIT INC
-$256.4K
1,416
-63%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$251.4K
3,059
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$248.0K
11,768
+5%
增持
IEF
ISHARES TR
+$247.7K
5,161
+98%
增持
RTX
RTX CORPORATION
+$246.9K
8,980
+4%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$243.1K
5,272
建仓
VGT
VANGUARD WORLD FD
+$241.8K
324
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$241.1K
10,611
减持
KHC
KRAFT HEINZ CO
-$237.6K
20,730
-31%
增持
GLD
SPDR GOLD TR
+$237.4K
4,549
+1%
建仓
ETHA
ISHARES ETHEREUM TR
+$235.1K
7,462
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$229.1K
2,874
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$228.5K
98
-25%
清仓
—
JOHNSON CTLS INTL PLC
-$225.8K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$224.6K
5,141
-33%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$222.2K
0
-100%
减持
FISV
FISERV INC
-$221.2K
4,944
-1%
增持
AXON
AXON ENTERPRISE INC
-$220.0K
2,355
+2%
建仓
INTC
INTEL CORP
+$219.3K
6,536
减持
BAC
BANK AMERICA CORP
+$216.0K
64,159
-2%
建仓
VLO
VALERO ENERGY CORP
+$214.3K
1,259