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GPM Growth Investors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GPM Growth Investors, Inc.

报告期 2026-03-31 · CIK 0001799367

持仓数

42

前50大市值合计

$237.9M

报告期

2026-03-31

当前持仓调仓

前 42 大持仓

标的

类型

市值

股数

占比*

GOOGL ALPHABET INC

CAP STK CL A

$22.8M

79,368

9.6%

MSFT MICROSOFT CORP

COM

$16.5M

44,561

6.9%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$13.6M

663,921

5.7%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$13.4M

715,691

5.6%

AAPL APPLE INC

COM

$12.1M

47,807

5.1%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$11.5M

395,795

4.8%

AMZN AMAZON COM INC

COM

$11.5M

55,308

4.8%

COST COSTCO WHOLESALE CORPORATION

COM

$10.7M

10,754

4.5%

ADI ANALOG DEVICES INC

COM

$10.4M

32,737

4.4%

V VISA INC

COM CL A

$9.2M

30,541

3.9%

BSCU INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP

$7.6M

457,241

3.2%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$7.6M

294,803

3.2%

SYK STRYKER CORPORATION

COM

$7.3M

22,307

3.1%

ORCL ORACLE CORP

COM

$6.5M

43,920

2.7%

MCD MCDONALDS CORP

COM

$6.2M

19,942

2.6%

HEI/A HEICO CORP NEW

CL A

$5.9M

27,729

2.5%

BSJU INVESCO EXCH TRD SLF IDX FD

BULLETSHS 2030

$5.6M

217,988

2.3%

BSJS INVESCO EXCH TRD SLF IDX FD

INVSCO 28 HYCORP

$5.5M

255,074

2.3%

META META PLATFORMS INC

CL A

$5.4M

9,407

2.3%

MCHP MICROCHIP TECHNOLOGY INC.

COM

$4.5M

69,224

1.9%

CSX CSX CORP

COM

$4.4M

106,372

1.8%

TXRH TEXAS ROADHOUSE INC

COM

$4.2M

25,401

1.8%

WM WASTE MGMT INC DEL

COM

$4.1M

17,882

1.7%

GPN GLOBAL PMTS INC

COM

$3.5M

51,296

1.5%

ABNB AIRBNB INC

COM CL A

$3.2M

25,308

1.3%

SCHW SCHWAB CHARLES CORP

COM

$3.2M

33,653

1.3%

NFLX NETFLIX INC.

COM

$2.6M

27,273

1.1%

VGT VANGUARD WORLD FD

INF TECH ETF

$2.5M

3,607

1.1%

CARR CARRIER GLOBAL CORPORATION

COM

$2.4M

42,164

1.0%

CELH CELSIUS HLDGS INC

COM NEW

$2.3M

64,334

1.0%

CRM SALESFORCE INC

COM

$2.2M

11,683

0.9%

— SPOTIFY TECHNOLOGY S A

SHS

$2.1M

4,430

0.9%

TSLA TESLA INC

COM

$2.0M

5,379

0.8%

ADBE ADOBE INC

COM

$1.9M

7,980

0.8%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$1.4M

9,694

0.6%

GOOG ALPHABET INC

CAP STK CL C

$762.8K

2,659

0.3%

MA MASTERCARD INCORPORATED

CL A

$459.2K

919

0.2%

NVDA NVIDIA CORPORATION

COM

$329.3K

1,888

0.1%

DIS DISNEY WALT CO

COM

$286.9K

2,977

0.1%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$203.7K

9,109

0.1%

PLUG PLUG PWR INC

COM NEW

$45.2K

20,000

0.0%

MSFT MICROSOFT CORP

COM · 认购

$37.0K

100

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

GOOGL9.6%MSFT6.9%BSCS5.7%BSCT5.6%AAPL5.1%SCHG4.8%