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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 147 项
建仓 42
增持 49
减持 36
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$10.0M
165,310
+23%
减持
VTV
VANGUARD VALUE ETF
-$8.5M
4,765
-93%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$7.0M
55,186
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。
+3079%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$6.4M
43,151
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$5.5M
7,211
-67%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$4.0M
54,206
-49%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$3.0M
159,760
-25%
减持
SMMD
ISHARES RUSSELL 2500 ETF
-$2.9M
76,662
-38%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.9M
55,878
-15%
增持
PFFD
GLOBAL X U.S. PREFERRED ETF
+$777.3K
273,567
+21%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$766.9K
157,954
+12%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$641.4K
486,605
+11%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$469.1K
139,341
+14%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$310.8K
61,119
+8%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$305.3K
312,072
+7%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$189.0K
41,845
+13%
增持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
+$186.1K
180,662
+9%
增持
AAPL
APPLE INC COM
+$126.2K
9,312
+23%
减持
OEF
ISHARES S&P 100 ETF
-$124.0K
8,388
-4%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$92.4K
38,330
-8%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$85.4K
2,624
-7%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$83.5K
406
-80%
增持
MSFT
MICROSOFT CORP COM
-$77.3K
3,146
+0%
建仓
J
JACOBS SOLUTIONS INC COM
+$63.5K
465
增持
IAU
ISHARES GOLD TRUST
+$59.5K
118,978
+6%
减持
HON
HONEYWELL INTL INC COM
-$56.1K
185
-57%
增持
TSLA
TESLA INC COM
+$53.7K
1,403
+24%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$49.8K
36,849
+5%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$49.7K
1,268
-8%
清仓
O
REALTY INCOME CORP COM
-$49.6K
0
-100%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$49.2K
6,671
-2%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$46.2K
2,378
+302%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$46.2K
79
-95%
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$43.2K
175
建仓
CELH
CELSIUS HLDGS INC COM NEW
+$38.6K
225
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$36.5K
87,031
+7%
减持
VHT
VANGUARD HEALTH CARE ETF
-$34.8K
1,184
-7%
减持
LLY
ELI LILLY & CO COM
+$34.4K
643
-3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$33.3K
1,700
+8%
建仓
CMI
CUMMINS INC COM
+$29.2K
128
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$27.0K
1,243
-6%
增持
SPY
SPDR S&P 500 ETF TRUST
+$23.2K
468
+17%
增持
CAT
CATERPILLAR INC COM
+$20.9K
164
+69%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$20.6K
182
-73%
建仓
KNF
KNIFE RIVER CORP COMMON STOCK
+$18.8K
384
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$17.7K
355
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$16.5K
106,718
+10%
增持
META
META PLATFORMS INC CL A
+$14.9K
472
+7%
清仓
GKOS
GLAUKOS CORP COM
-$14.5K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$13.9K
970
+4%
增持
GOOG
ALPHABET INC CAP STK CL C
+$13.7K
1,040
+2%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$13.0K
107
+1429%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$12.8K
3,484
-3%
减持
AMZN
AMAZON COM INC COM
-$12.5K
3,696
-0%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$12.1K
97
-32%
增持
CVX
CHEVRON CORP NEW COM
+$11.7K
308
+20%
清仓
IP
INTERNATIONAL PAPER CO COM
-$11.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
+$11.5K
1,101
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$11.3K
763
-3%
清仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$10.5K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC COM
+$10.5K
44
清仓
ABBNY
ABB LTD SPONSORED ADR
-$10.4K
0
-100%
增持
ADBE
ADOBE INC COM
+$10.4K
52
+58%
建仓
—
EATON CORP PLC SHS
+$10.2K
48
建仓
—
PENTAIR PLC SHS
+$9.8K
152
清仓
PXF
INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
-$8.9K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$8.8K
215
+298%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$8.7K
0
-100%
增持
PFE
PFIZER INC COM
-$8.6K
2,874
+1%
清仓
—
PDC ENERGY INC COM
-$8.1K
0
-100%
减持
PSA
PUBLIC STORAGE COM
-$7.6K
1
-96%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$6.8K
76
+407%
增持
SM
SM ENERGY CO COM
+$6.1K
752
+0%
减持
MTN
VAIL RESORTS INC COM
-$5.9K
30
-40%
减持
BYD
BOYD GAMING CORP COM
-$5.9K
200
-23%
增持
BA
BOEING CO COM
-$5.8K
419
+3%
减持
HD
HOME DEPOT INC COM
-$5.7K
596
-0%
增持
KO
COCA COLA CO COM
-$5.7K
1,362
+0%
清仓
—
UNILEVER PLC SPON ADR NEW
-$5.4K
0
-100%
建仓
—
DUPONT DE NEMOURS INC COM
+$5.4K
72
减持
VB
VANGUARD SMALL-CAP ETF
-$5.0K
471
-0%
建仓
ARTY
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF
+$4.8K
156
建仓
WTS
WATTS WATER TECHNOLOGIES INC CL A
+$4.7K
27
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$4.6K
90,527
+2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$4.6K
36
+140%
建仓
DOW
DOW INC COM
+$4.3K
84
建仓
OTTR
OTTER TAIL CORP COM
+$4.2K
55
建仓
SLV
ISHARES SILVER TRUST
+$4.1K
200
增持
MCD
MCDONALDS CORP COM
+$3.7K
195
+22%
减持
LULU
LULULEMON ATHLETICA INC COM
-$3.6K
26
-28%
建仓
CTVA
CORTEVA INC COM
+$3.6K
70
增持
F
FORD MTR CO DEL COM
+$3.4K
334
+568%
增持
NFLX
NETFLIX INC COM
-$3.3K
206
+12%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$2.9K
298
-18%
清仓
MSM
MSC INDL DIRECT INC CL A
-$2.9K
0
-100%
建仓
—
KELLOGG CO COM
+$2.9K
48
建仓
KBH
KB HOME COM
+$2.7K
59
建仓
ARCT
ARCTURUS THERAPEUTICS HLDGS COM
+$2.6K
100
清仓
VOYA
VOYA FINANCIAL INC COM
-$2.4K
0
-100%
清仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$2.3K
0
-100%
清仓
ARKF
ARK FINTECH INNOVATION ETF
-$2.3K
0
-100%
增持
T
AT&T INC COM
-$2.3K
3,710
+2%
建仓
RIOT
RIOT PLATFORMS INC COM
+$2.2K
234
建仓
USO
UNITED STATES OIL FUND LP
+$2.0K
25
清仓
—
AMC ENTMT HLDGS INC CL A COM
-$1.9K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$1.7K
854
-3%
建仓
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
+$1.7K
116
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.7K
10
增持
MDLZ
MONDELEZ INTL INC CL A
+$1.6K
241
+16%
清仓
GLD
SPDR GOLD SHARES
-$1.6K
0
-100%
减持
VO
VANGUARD MID-CAP ETF
-$1.3K
75
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$1.3K
24
+500%
减持
AFRM
AFFIRM HLDGS INC COM CL A
-$1.3K
1,000
-32%
增持
NVO
NOVO-NORDISK A S ADR
+$1.2K
120
+100%
建仓
RBLX
ROBLOX CORP CL A
+$1.2K
40
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.1K
20
增持
MDU
MDU RES GROUP INC COM
+$1.0K
1,543
+11%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.0K
2,424
+7%
建仓
NOK
NOKIA CORP SPONSORED ADR
+$961
257
清仓
APPN
APPIAN CORP CL A
-$904
0
-100%
建仓
AMC
AMC ENTMT HLDGS INC CL A NEW
+$839
105
增持
GILD
GILEAD SCIENCES INC COM
+$826
31
+63%
建仓
OKE
ONEOK INC NEW COM
+$825
13
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$812
15
减持
EBAY
EBAY INC. COM
-$793
55
-24%
减持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
-$618
162
-16%
增持
DIS
DISNEY WALT CO COM
+$605
35
+40%
建仓
MMM
3M CO COM
+$562
6
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$433
0
-100%
增持
KHC
KRAFT HEINZ CO COM
+$308
82
+19%
增持
SRE
SEMPRA COM
-$238
50
+100%
建仓
SMG
SCOTTS MIRACLE-GRO CO CL A
+$155
3
建仓
BLDP
BALLARD PWR SYS INC NEW COM
+$110
30
建仓
WAB
WABTEC COM
+$106
1
建仓
—
OFFICE PPTYS INCOME TR COM SHS BEN INT
+$103
25
建仓
BFH
BREAD FINANCIAL HOLDINGS INC COM
+$103
3
建仓
—
BURGERFI INTERNATIONAL INC WT EXP 121625
+$28
250
建仓
FIRY
SKILLZ INC COM CL A
+$26
5
建仓
—
BELLEROPHON THERAPEUTICS INC COM NEW
+$20
50
减持
FDX
FEDEX CORP COM
+$17
73
-6%
建仓
—
HYDROFARM HLDGS GROUP INC COM
+$12
10
增持
VTRS
VIATRIS INC COM
+$2
339
+1%
建仓
—
LIGHTNING EMOTORS INC COM
+$1
2
清仓
TV
GRUPO TELEVISA S A B SPON ADR REP ORD
+$0
0
清仓
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
+$0
0
建仓
—
PERRIGO CO PLC SHS
+$0
0
清仓
—
HEARTLAND FINL USA INC COM
+$0
0
