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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 26增持 68减持 43清仓 13

方向

标的

Δ市值

现股数(环比)

增持

CVX Chevron Corp

+$35.4M

186,364 +786%

减持

SGOV iShares TR iShares 0-3 MNTH Treas BD ETF

-$17.3M

2,314,674 -7%

增持

SMH Vaneck Semiconductor

+$15.1M

93,217

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

IAU iShares Gold Trust iShares New

+$14.4M

1,569,661 +3%

增持

PDBC Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Com

+$10.2M

2,385,149 +2%

增持

SPYM SPDR Portfolio S&P 500 ETF

-$8.5M

4,861,791 +2%

增持

BKLC BNY Mellon ETF TR US Large Cap Core Equity ETF

+$6.8M

622,092 +15%

增持

ACWX iShares TR MSCI Acwi Ex US ETF

+$6.4M

1,092,037 +7%

减持

AXP American Express Co

-$5.6M

81,433 -0%

减持

AAPL Apple Inc Com

-$5.0M

252,479 -1%

减持

UBER Uber Technologies Inc

-$4.9M

66,011 -44%

建仓

TSM Taiwan Semiconductor MFG Co Sponsored ADR

+$4.8M

14,335

减持

NVDA Nvidia Corp Com

-$4.8M

268,806 -3%

减持

PM Philip Morris Intl Inc Com

-$4.7M

13,470 -69%

增持

MSFT Microsoft Corp Com

-$4.7M

99,371 +16%

增持

IBIT iShares Bitcoin TR SHS Ben Int

-$4.5M

417,001 +1%

减持

IWV iShares TR Russell 3000 ETF

-$4.4M

173,146 -2%

增持

SOXX iShares TR PHLX Semiconductor ETF

+$4.1M

145,424 +0%

建仓

Z Zillow Group Inc CL C Cap STK

+$3.8M

92,725

增持

SPDW SPDR Portfolio World Ex-US ETF

+$3.3M

601,166 +10%

增持

ITOT iShares TR Core S&P Total U S STK MKT ETF

+$3.2M

377,781 +11%

减持

— Aon PLC CL A

-$3.2M

35,752 -14%

清仓

UPS United Parcel SVC Inc CL B

-$2.6M

0 -100%

减持

UNH Unitedhealth Group Inc Com

-$2.6M

4,015 -64%

增持

MELI Mercadolibre Inc

+$2.5M

1,952 +339%

减持

GOOG Alphabet Inc Cap STK CL C

-$2.5M

55,868 -5%

建仓

SCHB Schwab Strategic TR US Broad MKT ETF

+$2.2M

86,934

增持

SOFI Sofi Technologies Inc Com

+$2.1M

200,426 +396%

减持

TWLO Twilio Inc CL A

-$2.1M

4,365 -76%

增持

ULTA Ulta Salon Cosmetics & Fragrance Inc

+$2.0M

7,853 +127%

减持

META Meta Platforms Class A

-$1.9M

19,491 -1%

建仓

CPNG Coupang Inc CL A

+$1.9M

100,000

增持

— Iris Energy Limited Registered SHS

+$1.9M

109,515 +119%

增持

XLK Technology Select Index 'SPDR'

+$1.8M

224,500 +15%

清仓

KVUE Kenvue Inc

-$1.8M

0 -100%

增持

SPAB SPDR Ser TR Barclays Aggregate BD ETF

+$1.8M

1,861,558 +4%

减持

IWF iShares Russell 1000 Growth ETF

-$1.7M

35,193 -0%

增持

SPY SPDR S&P 500 ETF TR TR Unit

-$1.7M

61,322 +1%

建仓

SCHI Schwab 5-10 Year Corporate B

+$1.6M

69,838

减持

SPTS SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index

-$1.6M

1,586,304 -3%

减持

AVGO Broadcom Inc

-$1.6M

34,923 -2%

减持

ORCL Oracle Corp $0.01 Del

-$1.6M

31,950 -0%

增持

— Exxon Mobil Corp

+$1.5M

30,738 +1%

清仓

— Grab Holdings LTD CL A

-$1.5M

0 -100%

减持

PG Procter & Gamble Co

-$1.3M

15,392 -38%

建仓

BABA Alibaba GRP SHS ADR

+$1.3M

10,483

增持

SPTM SPDR Port TTL STCK MRKT

-$1.3M

482,264 +1%

清仓

BKSY Blacksky Technology Inc CL A New

-$1.3M

0 -100%

增持

SCHD Schwab Strategic TR US Dividend Equity ETF

+$1.3M

167,364 +18%

增持

LLY Eli Lilly & Co

-$1.3M

10,002 +3%

增持

FCX Freeport-Mcmoran Copper & Gold Inc CL B

+$1.2M

27,290 +285%

增持

BKAG BNY Mellon ETF TR Core BD ETF ETF

+$1.2M

615,975 +5%

减持

LULU Lululemon Athletica Inc

-$1.2M

21,902 -0%

增持

NOW Servicenow Inc CMN

+$1.2M

16,355 +390%

增持

GOOGL Alphabet Inc Cap STK CL A

-$1.2M

69,470 +3%

增持

V Visa Inc Com CL A

-$1.2M

26,699 +1%

减持

IWB iShares TR Russell 1000 ETF

-$1.1M

57,402 -1%

建仓

SHEL Shell PLC F Unsponsored ADR

+$1.1M

12,331

减持

IGM iShares TR North Amern Tech ETF

-$1.1M

99,698 -1%

增持

SCHF Schwab Strategic TR Intl Equity ETF

+$1.1M

65,060 +234%

增持

SHY iShares Barclays 1-3 YR TSY BD

+$1.1M

757,390 +2%

清仓

CIVI Civitas Res Inc

-$1.1M

0 -100%

增持

PRF Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF

+$1.0M

34,929 +166%

减持

IWR iShares Russell Mid CP. Idx.FD.

-$1.0M

3,437 -76%

清仓

TMUS T Mobile US Inc Com

-$1.0M

0 -100%

减持

SARO Standardaero Inc

-$974.4K

40,000 -43%

增持

SHOP Shopify Inc Com NPV

-$969.5K

29,355 +6%

清仓

ELF Elf Beauty Inc

-$965.9K

0 -100%

增持

BX Blackstone Group Inc Com

-$961.7K

24,918 +0%

减持

VOOG Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS

-$891.6K

13,152 -6%

建仓

DSDVY DSV As ADR

+$889.1K

7,406

增持

GS GOLDMAN SACHS GROUP INC COM

+$841.7K

5,566 +27%

建仓

NGG National Grid PLC Spon ADR New 2017

+$821.9K

9,715

增持

AMZN Amazon Com Inc

-$820.7K

152,551 +8%

减持

INTU Intuit Incorporated Com

-$784.8K

3,368 -0%

增持

DLPRF DLP Resources Inc

+$778.0K

4,063,795 +1372%

增持

TMFC RBB FD Inc (imotley Fool 100 Index Etf)

-$738.9K

128,580 +0%

增持

GEV GE Vernova Inc Com

+$735.7K

1,235 +136%

减持

KKR KKR & Co Inc Com NPV-CL A

-$734.2K

20,152 -1%

增持

JNJ Johnson & Johnson Com

+$728.0K

14,495 +7%

增持

MU Micron Technology Inc

+$718.5K

8,898 +11%

增持

T AT&T Inc Com

+$696.8K

88,675 +18%

增持

MA Mastercard Incorporated CMN Class A

-$687.1K

11,601 +2%

增持

ILCG iShares TR Morningstar Large-Cap Growth ETF

-$674.5K

356,056 +7%

减持

VCSH Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD

-$647.9K

13,450 -37%

减持

KLAC Kla-Tencor Corp

+$635.1K

3,105 -4%

建仓

CP Canadian Pac Kans City LTD Cad

+$630.6K

8,038

增持

TSLA Tesla MTRS Inc Com

-$609.3K

10,877 +5%

增持

VYM Vanguard High Dividend Yield Index ETF

+$606.3K

7,915 +101%

增持

HQY Healthequity Inc Com

-$604.4K

75,402 +0%

减持

COF Capital One Finl Corp Com

-$581.6K

5,435 -16%

建仓

FNDF Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF

+$581.0K

11,875

清仓

NLR Vaneck Vectors ETF

-$580.1K

0 -100%

减持

MSTR Microstrategy Inc

-$544.5K

20,000 -0%

减持

WFC Wells Fargo & Co New Com

-$542.8K

27,659 -6%

减持

IUSB iShares TR Core Total Usd BD MKT ETF

-$538.7K

573,367 -1%

增持

SPYG SPDR Ser TR S&P 500 Growth ETF

-$536.0K

245,089 +7%

增持

NEE Nextera Energy Inc

+$534.4K

35,902 +3%

增持

JPM JPMorgan Chase & Co

+$529.1K

39,273 +15%

减持

WMT Wal Mart Stores Inc Com

+$524.6K

41,752 -0%

增持

CRWD Crowdstrike HLDGS Inc CL A

-$518.4K

6,915 +1%

建仓

BYDDY BYD Company LTD Unspon ADR

+$517.3K

37,950

增持

VOO Vanguard Index FDS S&P 500 ETF SHS New

-$512.2K

26,987 +2%

增持

SPTI SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index

+$510.8K

481,957 +4%

建仓

XLI Sector Industrial Select Sector SPDR ETF

+$510.7K

3,158

建仓

ATLKY Atlas Copco Ab Spon ADR New Repstg Com Ser A

+$506.8K

28,780

建仓

LVMUY LVMH Moet Hennessy Louis Vuitton ADR

+$494.0K

4,522

减持

APH Amphenol Corp Class A

-$493.5K

14,406 -16%

减持

TLT iShares TR Barclays 20 Treas BD FD

-$488.6K

218,628 -2%

建仓

STUB Stubhub HLDGS Inc CL A

+$488.0K

78,200

增持

BRK/B Berkshire Hathaway Inc Del CL B

+$476.6K

13,778 +13%

建仓

— Astrazeneca PLC SHS

+$475.2K

2,421

减持

QQQ Invesco QQQ TR Unit Ser 1

-$460.8K

6,228 -6%

增持

METV Listed FDS TR Roundhill Ball Metaverse ETF

-$458.2K

167,647 +1%

清仓

— Qiagen NV

-$449.7K

0 -100%

建仓

COPX Global X Copper Miners ETF

+$439.9K

5,762

建仓

— Ferretti Spa Az Nominativa

+$432.1K

94,000

增持

IVV iShares TR Core S&P 500 ETF

+$424.1K

25,010 +8%

减持

COST Costco Wholesale CRP Del

+$416.9K

5,934 -7%

增持

MRVL Marvell Technology Inc Common

+$406.9K

20,814 +7%

建仓

GLW Corning Inc Com

+$402.3K

2,958

清仓

HUBS Hubspot Inc

-$401.3K

0 -100%

减持

NKE Nike Class-B CMN Class B

-$400.8K

10,966 -29%

减持

RH RH Com NPV

-$399.2K

9,010 -3%

增持

DGRO iShares TR Core Divid Growth ETF

+$395.3K

13,255 +72%

减持

VRT Vertiv Holdings LLC CL A

+$387.4K

6,631 -16%

增持

APO Apollo Global MGMT Inc CL A

-$384.9K

12,015 +1%

建仓

— Qiagen N.V.

+$380.4K

9,500

减持

UA Under Armour Inc CL C

-$378.0K

103,000 -49%

增持

SPTL SPDR Portfolio Long Term Treas ETF

+$376.7K

845,860 +2%

增持

WMB Williams Companies Inc

+$375.4K

20,397 +11%

增持

XLU Select Sector SPDR TR Utils

+$369.8K

33,861 +22%

增持

SBUX Starbucks Corp. CMN

+$369.2K

6,630 +148%

减持

LGIH Lgi Homes Incorporated

-$364.5K

24,871 -21%

建仓

NDAQ Nasdaq OMX Group Inc Com

+$358.2K

4,220

增持

ISRG Intuitive Surgical Inc New

-$357.3K

3,842 +2%

增持

LITE Lumentum HLDGS Inc

+$354.7K

992 +7%

建仓

INTF iShares International Equity Factor ETF

+$353.3K

9,068

减持

QCOM Qualcomm Inc

-$352.9K

5,503 -11%

清仓

BR Broadridge Finl Solutions Inc Com

-$347.0K

0 -100%

增持

BAC Bank Amer Corp Com

-$344.2K

62,399 +1%

清仓

PRFZ Invesco Exchange Traded FD TR FTSE Rafi US 1500 Small Mid ETF

-$338.4K

0 -100%

增持

BKNG Booking HLDGS Inc Com

-$337.2K

298 +0%

减持

FMB First TR Exchange Traded FD III Managed Mun ETF

-$335.2K

240,580 -2%

建仓

— Chubb LTD

+$333.8K

1,024

清仓

RDDT Reddit Inc CL A

-$331.9K

0 -100%

增持

BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New

+$322.1K

118,857 +3%

建仓

NVS Novartis AG Sponsored ADR

+$321.2K

2,102

建仓

BBVA Banco Bilbao Vizcaya Argentaria SA Aponsored ADR

+$321.1K

14,825

增持

— Spotify Technology SA Registered SHS

+$313.5K

1,928 +80%