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Global Wealth Strategies & Associates 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Global Wealth Strategies & Associates
报告期 2026-03-31 · CIK 0001912297
持仓数
543
前50大市值合计
$384.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 29
增持 52
减持 41
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$7.1M
128,302
+10%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$5.0M
2,384
-98%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$4.6M
204,545
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。
+78%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.4M
132,865
+78%
建仓
PFFD
GLOBAL X U.S. PREFERRED ETF
+$4.1M
208,349
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$4.1M
117,651
+297%
减持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
-$4.1M
192
-100%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$4.0M
2,290
-98%
减持
TIP
ISHARES TIPS BOND ETF
-$3.5M
20
-100%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$3.2M
92,754
+41%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$2.5M
414,867
+32%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$2.4M
485
-98%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$2.4M
83,103
+834%
增持
VTV
VANGUARD VALUE ETF
+$2.1M
60,802
+35%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.4M
100,914
-17%
增持
QQQ
INVESCO QQQ TRUST
+$1.3M
21,434
+2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.2M
277,859
-2%
增持
SMMD
ISHARES RUSSELL 2500 ETF
+$712.1K
115,732
+9%
增持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
+$708.1K
156,761
+13%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$648.2K
62,387
+6%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$540.8K
33,874
+15%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$499.9K
53,748
+12%
增持
AAPL
APPLE INC COM
+$407.8K
7,630
+17%
减持
IAU
ISHARES GOLD TRUST
+$242.7K
108,072
-2%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$231.5K
35,396
+15%
增持
NVDA
NVIDIA CORPORATION COM
+$160.4K
1,105
+10%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$147.5K
78,295
+8%
增持
TSLA
TESLA INC COM
+$118.2K
1,136
+19%
增持
AMZN
AMAZON COM INC COM
+$104.5K
3,760
+11%
减持
MSFT
MICROSOFT CORP COM
-$83.7K
3,144
-24%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$79.2K
24
-98%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$65.0K
39,149
+8%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$62.0K
678
+717%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$61.4K
586
+51%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$56.1K
682
-68%
增持
META
META PLATFORMS INC CL A
+$52.2K
442
+28%
减持
OEF
ISHARES S&P 100 ETF
-$52.0K
8,917
-12%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$49.3K
1,382
-18%
减持
VHT
VANGUARD HEALTH CARE ETF
-$48.0K
1,279
-10%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$44.8K
1,600
+17%
增持
GOOG
ALPHABET INC CAP STK CL C
+$36.9K
1,020
+31%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$36.5K
6,935
-13%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$34.1K
1,142
-18%
建仓
GEN
GEN DIGITAL INC COM
+$32.9K
1,917
增持
IVV
ISHARES CORE S&P 500 ETF
+$30.8K
330
+21%
清仓
VPL
VANGUARD FTSE PACIFIC ETF
-$26.4K
0
-100%
减持
HD
HOME DEPOT INC COM
-$25.7K
598
-7%
增持
MA
MASTERCARD INCORPORATED CL A
+$24.8K
137
+90%
建仓
IQV
IQVIA HLDGS INC COM
+$23.5K
118
增持
SPY
SPDR S&P 500 ETF TRUST
+$21.5K
399
+8%
建仓
SM
SM ENERGY CO COM
+$21.0K
745
建仓
—
CHARGEPOINT HOLDINGS INC COM CL A
+$20.9K
2,000
减持
VB
VANGUARD SMALL-CAP ETF
-$20.1K
473
-21%
建仓
TRMB
TRIMBLE INC COM
+$19.4K
371
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$18.3K
120
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$18.0K
247
+394%
建仓
—
CALLON PETE CO DEL COM
+$16.7K
500
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$16.1K
0
-100%
清仓
CZR
CAESARS ENTERTAINMENT INC NEW COM
-$15.6K
0
-100%
建仓
TWLO
TWILIO INC CL A
+$15.5K
233
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$15.2K
0
-100%
减持
NTAP
NETAPP INC COM
-$14.6K
904
-25%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$12.0K
2,887
-2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$11.7K
620
+102%
减持
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
-$11.4K
0
-100%
减持
INTC
INTEL CORP COM
-$10.6K
422
-54%
增持
KO
COCA COLA CO COM
+$10.4K
1,358
+17%
建仓
KMX
CARMAX INC COM
+$10.2K
159
增持
MCD
MCDONALDS CORP COM
+$9.5K
160
+19%
减持
GILD
GILEAD SCIENCES INC COM
-$8.6K
19
-84%
清仓
COR
AMERISOURCEBERGEN CORP COM
-$8.6K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$8.5K
97
+70%
减持
USB
US BANCORP DEL COM NEW
-$8.5K
253
-37%
清仓
MS
MORGAN STANLEY COM NEW
-$8.2K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC COM
+$8.1K
11
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$7.7K
0
-100%
清仓
TMFC
MOTLEY FOOL 100 INDEX ETF
-$7.6K
0
-100%
清仓
SAP
SAP SE SPON ADR
-$7.4K
0
-100%
建仓
—
PDC ENERGY INC COM
+$7.3K
113
减持
RRR
RED ROCK RESORTS INC CL A
-$7.2K
405
-36%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$7.0K
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC COM
-$6.8K
0
-100%
清仓
VOOG
VANGUARD S&P 500 GROWTH ETF
-$6.8K
0
-100%
减持
NFLX
NETFLIX INC COM
+$6.7K
185
-5%
增持
LMT
LOCKHEED MARTIN CORP COM
-$6.4K
539
+0%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$6.4K
259
+66%
清仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$6.2K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC COM
-$6.1K
36
-40%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$6.0K
33
+65%
清仓
PENN
PENN ENTERTAINMENT INC COM
-$5.6K
0
-100%
建仓
BP
BP PLC SPONSORED ADR
+$5.5K
145
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$5.3K
1,736
-6%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$5.3K
1,111
+49%
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$5.3K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$5.3K
115
+619%
减持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$5.2K
299
-21%
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$5.2K
52
减持
CF
CF INDS HLDGS INC COM
-$5.2K
70
-42%
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$5.1K
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$5.1K
454
-8%
减持
—
EXXON MOBIL CORP COM
-$4.9K
934
-4%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$4.8K
1,203
+2%
建仓
EZU
ISHARES MSCI EUROZONE ETF
+$4.6K
102
减持
BA
BOEING CO COM
-$4.4K
408
-15%
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$4.3K
140
减持
TGT
TARGET CORP COM
-$4.3K
137
-24%
减持
—
BROOKFIELD RENEWABLE CORP CL A SUB VTG
-$4.1K
0
-100%
建仓
IT
GARTNER INC COM
+$3.9K
12
增持
IWM
ISHARES RUSSELL 2000 ETF
+$3.9K
135
+16%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.8K
203
+57%
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$3.6K
11
-88%
减持
V
VISA INC COM CL A
-$3.4K
100
-20%
增持
LOW
LOWES COS INC COM
+$3.3K
113
+16%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$3.2K
56
+44%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.1K
843
+2%
建仓
PGF
INVESCO FINANCIAL PREFERRED ETF
+$3.0K
206
清仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$2.9K
0
-100%
建仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$2.9K
31
清仓
NEM
NEWMONT CORP COM
-$2.8K
0
-100%
建仓
MRK
MERCK & CO INC COM
+$2.8K
26
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.4K
145
+79%
建仓
ABR
ARBOR REALTY TRUST INC COM
+$2.4K
208
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$2.3K
602
+5%
建仓
WM
WASTE MGMT INC DEL COM
+$2.3K
14
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$2.2K
501
+8%
清仓
TRU
TRANSUNION COM
-$2.2K
0
-100%
清仓
QCOM
QUALCOMM INC COM
-$2.2K
0
-100%
清仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$2.2K
0
-100%
建仓
—
ACTIVISION BLIZZARD INC COM
+$2.1K
25
减持
MSM
MSC INDL DIRECT INC CL A
-$2.0K
30
-45%
建仓
STWD
STARWOOD PPTY TR INC COM
+$2.0K
111
减持
T
AT&T INC COM
+$1.9K
3,635
-2%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$1.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW COM
+$1.7K
46
增持
—
VANECK RUSSIA ETF
-$1.7K
306
+2%
建仓
GLD
SPDR GOLD SHARES
+$1.6K
9
清仓
WYNN
WYNN RESORTS LTD COM
-$1.6K
0
-100%
建仓
ASTS
AST SPACEMOBILE INC COM CL A
+$1.6K
310
增持
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
+$1.6K
341
+6%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$1.5K
289
+12%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.4K
483
-6%
清仓
CRM
SALESFORCE INC COM
-$1.3K
0
-100%
建仓
SAM
BOSTON BEER INC CL A
+$1.3K
4
清仓
ACRE
ARES COML REAL ESTATE CORP COM
-$1.3K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$1.3K
20
-33%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF
+$1.2K
252
+17%
建仓
VFMV
VANGUARD U.S. MINIMUM VOLATILITY ETF
+$1.2K
12
清仓
—
CEL-SCI CORP COM PAR NEW
-$1.2K
0
-100%
清仓
GALT
GALECTIN THERAPEUTICS INC COM NEW
-$1.1K
0
-100%
清仓
HASI
HANNON ARMSTRONG SUST INFR CAP COM
-$1.1K
0
-100%
