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Global Trust Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Global Trust Asset Management, LLC
报告期 2026-03-31 · CIK 0001729672
持仓数
458
前50大市值合计
$206.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 50
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PFF
ISHARES U.S. PREFERRED STOCK ETF
-$2.1M
69,243
-48%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.5M
24,306
+300%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.5M
36,820
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。
+4%
减持
DFAR
DIMENSIONAL US REAL ESTATE ETF
-$1.4M
52,960
-56%
减持
AAPL
APPLE INC.
-$999.6K
55,702
-7%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$914.8K
39,817
-37%
减持
AMZN
AMAZON COM INC COM
-$802.1K
15,594
-17%
增持
PG
PROCTER AND GAMBLE CO COM
+$625.1K
12,629
+24%
增持
MA
MASTERCARD INCORPORATED CL A
+$598.9K
9,179
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$577.7K
7,759
-27%
减持
CAT
CATERPILLAR INC COM
+$576.4K
8,125
-3%
减持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
-$555.6K
17,649
-44%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$512.5K
13,320
-1%
建仓
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
+$494.6K
16,000
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$485.8K
9,226
-23%
增持
JPM
JPMORGAN CHASE & CO COM
+$474.5K
10,070
+20%
增持
LMT
LOCKHEED MARTIN CORP COM
+$472.6K
2,478
+31%
减持
DIS
WALT DISNEY COMPANY
-$451.5K
7,925
-34%
增持
CVX
CHEVRON CORP NEW COM
+$443.7K
6,160
+34%
建仓
BOCT
INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
+$435.1K
13,700
减持
MRK
MERCK & CO INC COM
+$426.3K
18,254
-2%
清仓
XLU
SELECT SECTOR SPDR TR
-$410.0K
0
-100%
减持
PFE
PFIZER INC COM
+$409.4K
55,296
-0%
增持
NEE
NEXTERA ENERGY INC COM
+$395.5K
52,016
+3%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$345.3K
11,446
-24%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$342.0K
29,486
-2%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$328.9K
41,647
-33%
建仓
XBJA
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY
+$328.5K
15,000
增持
GS
GOLDMAN SACHS GROUP INC COM
+$327.7K
3,060
+24%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$325.0K
19,203
-3%
增持
V
VISA INC.
+$324.6K
9,745
+2%
建仓
NOCT
INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
+$317.2K
9,050
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$307.2K
83,104
-5%
增持
KLAC
KLA CORP COM NEW
+$304.9K
1,448
+82%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$303.1K
16,123
+23%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$285.0K
0
-100%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$263.5K
12,356
-19%
增持
COST
COSTCO WHSL CORP NEW COM
+$262.3K
3,348
+25%
增持
WMT
WALMART INC COM
+$258.7K
10,894
+10%
增持
LLY
LILLY ELI & CO COM
+$214.2K
1,627
+38%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$213.8K
653
+89%
减持
COR
AMERISOURCEBERGEN CORP COM
+$204.1K
6,717
-0%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$201.2K
1,097
-51%
增持
NVDA
NVIDIA CORPORATION COM
+$195.6K
1,489
+718%
减持
AMAT
APPLIED MATLS INC COM
+$186.5K
12,143
-0%
减持
LOW
LOWE'S COMPANIES, INC.
+$184.9K
16,226
-0%
减持
WHR
WHIRLPOOL CORP COM
-$183.2K
1,144
-55%
增持
ABBV
ABBVIE INC COM
+$180.5K
4,167
+13%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$179.2K
1,111
+22%
减持
MCK
MCKESSON CORP COM
+$176.0K
5,470
-1%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$166.9K
49,745
+2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$166.0K
3,119
-34%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$163.3K
1,350
+28%
减持
VTV
VANGUARD VALUE ETF
+$157.8K
20,716
-7%
增持
PEP
PEPSICO, INC.
+$152.5K
7,337
+2%
增持
AXP
AMERICAN EXPRESS CO COM
+$149.0K
2,579
+50%
增持
HON
HONEYWELL INTERNATIONAL INC.
+$148.8K
1,782
+28%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$147.2K
25,340
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$146.4K
1,041
-68%
增持
SDY
SPDR S&P DIVIDEND ETF
+$142.5K
6,214
+9%
减持
HD
HOME DEPOT INC COM
+$140.4K
4,228
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$138.2K
18,323
-3%
减持
WPP
WPP PLC NEW ADR
-$135.0K
6,041
-42%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$134.8K
1,536
-39%
减持
EFA
ISHARES MSCI EAFE ETF
+$134.6K
14,893
-1%
增持
JNJ
JOHNSON & JOHNSON
+$133.6K
9,146
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$130.5K
2,885
+24%
增持
DE
DEERE & CO COM
+$118.6K
694
+29%
减持
VUG
VANGUARD GROWTH ETF
-$115.5K
176
-75%
减持
GOOG
ALPHABET INC CAP STK CL C
-$114.3K
14,355
-1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$113.8K
53,533
-11%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$107.0K
2,710
-0%
减持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$106.6K
21,221
-6%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$101.2K
1,070
-61%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$100.1K
895
减持
ELV
ELEVANCE HEALTH INC COM
+$99.7K
1,693
-0%
减持
—
DUPONT DE NEMOURS INC COM
+$99.5K
10,557
-15%
增持
SQ
BLOCK INC CL A
+$98.3K
2,010
+294%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$95.3K
1,225
+303%
减持
MSFT
MICROSOFT CORP COM
+$92.8K
14,393
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$92.4K
1,737
-15%
增持
—
LAM RESEARCH CORP COM
+$92.0K
966
+12%
减持
INTC
INTEL CORP COM
-$91.7K
8,033
-32%
减持
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$89.8K
304
-83%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$89.4K
1,057
-45%
增持
VDE
VANGUARD ENERGY ETF
+$85.5K
870
+335%
减持
CRM
SALESFORCE INC COM
-$81.1K
1,651
-21%
减持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
-$77.7K
4,390
-28%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$74.4K
49,825
-5%
减持
PRU
PRUDENTIAL FINL INC COM
-$73.1K
1,014
-50%
建仓
CAH
CARDINAL HEALTH INC COM
+$73.0K
950
减持
GOOGL
ALPHABET INC CAP STK CL A
-$72.7K
2,780
-16%
清仓
USHY
ISHARES TR
-$72.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$71.7K
2,483
+11%
建仓
IOCT
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
+$71.3K
3,000
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$70.6K
37,696
-11%
减持
UNP
UNION PAC CORP COM
+$69.7K
6,870
-1%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$69.5K
1,420
-62%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$69.1K
3,578
-37%
增持
AMGN
AMGEN INC COM
+$66.8K
882
+20%
减持
BKNG
BOOKING HOLDINGS INC COM
+$64.9K
181
-1%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$64.0K
2,764
+84%
增持
BA
BOEING CO COM
+$63.8K
440
+162%
建仓
KOCT
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER
+$63.1K
2,500
增持
GD
GENERAL DYNAMICS CORP COM
+$63.0K
1,729
+0%
增持
—
CHUBB LIMITED COM
+$62.7K
443
+130%
减持
KRE
SPDR S&P REGIONAL BANKING ETF
-$61.6K
467
-69%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$61.3K
33,533
+77%
减持
ENB
ENBRIDGE INC COM
+$60.4K
44,922
-2%
增持
AVGO
BROADCOM INC COM
+$59.7K
128
+357%
增持
WCC
WESCO INTL INC COM
+$59.4K
10,003
+0%
增持
PANW
PALO ALTO NETWORKS INC COM
-$56.9K
6,120
+10%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$56.7K
475
增持
NFLX
NETFLIX INC COM
+$55.8K
898
+1%
增持
DOCU
DOCUSIGN INC COM
+$55.8K
2,612
+57%
减持
META
META PLATFORMS INC CL A
-$54.6K
826
-27%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$53.9K
43,829
-7%
减持
XME
SPDR S&P METALS & MINING ETF
-$52.9K
905
-61%
增持
SCHW
SCHWAB CHARLES CORP COM
+$50.9K
671
+845%
减持
VB
VANGUARD SMALL-CAP ETF
-$50.1K
566
-37%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$49.5K
1,805
-36%
减持
TOL
TOLL BROTHERS INC COM
-$49.1K
1,059
-57%
减持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$48.3K
301
-70%
减持
OMC
OMNICOM GROUP INC COM
+$47.1K
3,397
-7%
减持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$45.2K
725
-43%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$42.1K
2,766
-21%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$42.0K
0
-100%
清仓
TLT
ISHARES TR
-$41.0K
0
-100%
减持
NVS
NOVARTIS AG SPONSORED ADR
+$40.9K
3,118
-2%
减持
APD
AIR PRODS & CHEMS INC COM
+$39.9K
674
-6%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$39.8K
220
-59%
建仓
TJX
TJX COS INC NEW COM
+$39.8K
500
减持
NURE
NUVEEN SHORT-TERM REIT ETF
-$39.6K
1,000
-57%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$39.0K
24,511
-12%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$38.2K
3,082
-27%
清仓
—
PROSHARES TR
-$37.0K
0
-100%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$36.4K
2,110
-16%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$35.6K
201
-60%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$35.5K
5,042
-11%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$35.1K
9,649
-3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$34.9K
1,632
-8%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$33.0K
2,361
-22%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$32.4K
1,290
-6%
增持
CVS
CVS HEALTH CORP COM
+$31.4K
29,364
+4%
清仓
IGV
ISHARES TR
-$31.0K
0
-100%
增持
AVRE
AVANTIS REAL ESTATE ETF
+$30.4K
10,735
+2%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$30.4K
1,415
+6%
增持
QQQ
INVESCO QQQ TRUST
-$30.4K
38,916
+0%
减持
BWA
BORGWARNER INC COM
+$30.3K
4,231
-5%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$30.2K
34,269
-2%
