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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 124 项
建仓 11
增持 37
减持 35
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$6.6M
134,718
+5%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$2.0M
7,680
增持
QQQ
INVESCO QQQ TRUST
+$1.2M
21,939
+2%
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
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.2M
292,986
+5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
65,443
+5%
增持
VTV
VANGUARD VALUE ETF
+$724.2K
64,191
+6%
增持
SMMD
ISHARES RUSSELL 2500 ETF
+$707.9K
122,713
+6%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$591.6K
106,714
+6%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$581.8K
214,274
+5%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$537.0K
96,701
+4%
增持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
+$498.0K
165,532
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$445.8K
141,081
+6%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$383.8K
440,322
+6%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$326.4K
88,940
+7%
增持
PFFD
GLOBAL X U.S. PREFERRED ETF
+$230.7K
225,298
+8%
减持
AAPL
APPLE INC COM
+$209.8K
7,568
-1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$172.3K
56,683
+5%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$154.6K
122,445
+4%
减持
OEF
ISHARES S&P 100 ETF
+$139.2K
8,727
-2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$130.9K
3,610
+200%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$129.6K
41,546
+6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$95.8K
2,273
+1020%
减持
AMZN
AMAZON COM INC COM
+$94.0K
3,700
-2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$79.1K
34,936
+3%
增持
IAU
ISHARES GOLD TRUST
+$64.9K
112,766
+4%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$62.4K
37,098
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$58.0K
1,321
+16%
清仓
—
QUALTRICS INTL INC COM CL A
-$53.6K
0
-100%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$48.4K
1,400
+8%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$46.2K
80,966
+3%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$40.8K
574
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$27.2K
6,816
-2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$26.1K
532
+10%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$23.2K
1,580
-1%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$22.9K
1,570
-31%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$22.9K
143
+211%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$20.4K
1,376
-0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$20.4K
945
+89%
增持
GME
GAMESTOP CORP NEW CL A
+$19.2K
828
+1970%
减持
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$18.9K
0
-100%
减持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
-$17.8K
50
-80%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$17.7K
2,057
-14%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$17.5K
2,829
-2%
减持
NFLX
NETFLIX INC COM
+$17.1K
184
-1%
清仓
—
CALLON PETE CO DEL COM
-$16.7K
0
-100%
建仓
—
ALLBIRDS INC COM CL A
+$15.8K
12,500
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$14.3K
0
-100%
减持
PFE
PFIZER INC COM
-$12.6K
2,832
-1%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$10.0K
1,472
+32%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$9.6K
741
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$9.1K
504
-14%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$8.6K
365
-41%
建仓
PHO
INVESCO WATER RESOURCES ETF
+$8.1K
143
减持
—
HEARTLAND FINL USA INC COM
-$8.1K
0
-100%
建仓
LNTH
LANTHEUS HLDGS INC COM
+$7.7K
92
清仓
EQX
EQUINOX GOLD CORP COM
-$7.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
+$6.9K
786
-1%
清仓
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF
-$6.6K
0
-100%
清仓
BP
BP PLC SPONSORED ADR
-$5.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
+$5.2K
515
-4%
减持
TV
GRUPO TELEVISA S A B SPON ADR REP ORD
-$5.2K
0
-100%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$5.2K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$4.4K
111
-4%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$4.3K
0
-100%
清仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$3.9K
0
-100%
建仓
LWLG
LIGHTWAVE LOGIC INC COM
+$3.5K
500
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$3.4K
0
-100%
减持
CSCO
CISCO SYS INC COM
-$3.2K
54
-53%
清仓
PGF
INVESCO FINANCIAL PREFERRED ETF
-$3.0K
0
-100%
增持
FDX
FEDEX CORP COM
+$2.8K
78
+7%
增持
SM
SM ENERGY CO COM
+$2.7K
749
+1%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$2.7K
130
+100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$2.6K
81
-44%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$2.5K
100
-17%
清仓
ABR
ARBOR REALTY TRUST INC COM
-$2.4K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$2.4K
25
-46%
增持
KO
COCA COLA CO COM
-$2.3K
1,360
+0%
建仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$2.3K
31
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$2.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC COM
-$2.0K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC COM
-$2.0K
0
-100%
清仓
ABT
ABBOTT LABS COM
-$1.8K
0
-100%
清仓
WFC
WELLS FARGO CO NEW COM
-$1.7K
0
-100%
清仓
AMGN
AMGEN INC COM
-$1.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$1.7K
157
-9%
减持
PRU
PRUDENTIAL FINL INC COM
-$1.6K
10
-67%
清仓
ASTS
AST SPACEMOBILE INC COM CL A
-$1.6K
0
-100%
清仓
HUBG
HUB GROUP INC CL A
-$1.5K
0
-100%
清仓
MET
METLIFE INC COM
-$1.5K
0
-100%
清仓
SAM
BOSTON BEER INC CL A
-$1.3K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$1.1K
77
+3%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.1K
43
-7%
清仓
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
-$1.0K
0
-100%
清仓
—
VERTEX ENERGY INC COM
-$998
0
-100%
清仓
—
VITAL ENERGY INC COM
-$911
0
-100%
增持
—
PDC ENERGY INC COM
+$834
114
+1%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$823
133
-1%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$714
7
-67%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$674
259
-10%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$662
1
-96%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$511
317
-5%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$472
0
-100%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$433
3
清仓
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
-$365
0
-100%
减持
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
-$351
322
-6%
清仓
EBND
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
-$276
0
-100%
减持
SCHH
SCHWAB U.S. REIT ETF
-$273
1
-93%
清仓
SCHP
SCHWAB US TIPS ETF
-$268
0
-100%
清仓
HAUZ
DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF
-$252
0
-100%
清仓
—
UNITED STATES NATURAL GAS FUND LP
-$243
0
-100%
建仓
BHF
BRIGHTHOUSE FINL INC COM
+$237
5
建仓
—
TORO CORP COM
+$152
40
清仓
—
SKILLZ INC COM
-$59
0
-100%
清仓
—
TONIX PHARMACEUTICALS HLDG CO COM NEW
-$10
0
-100%
建仓
—
TONIX PHARMACEUTICALS HLDG CO COM NEW
+$5
3
清仓
—
GT BIOPHARMA INC COM NEW
-$1
0
-100%
清仓
—
BROOKFIELD RENEWABLE CORP CL A SUB VTG
+$0
0
清仓
—
NEW RELIC INC COM
+$0
0
清仓
—
WIX COM LTD SHS
+$0
0
清仓
MOO
VANECK AGRIBUSINESS ETF
+$0
0
清仓
MMM
3M CO COM
+$0
0
清仓
—
CHINA PETROLEUM & CHEMICAL CRP SPON ADR H SHS
+$0
0
-100%
清仓
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
+$0
0
清仓
VAW
VANGUARD MATERIALS ETF
+$0
0
