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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 135 项
建仓 22
增持 36
减持 48
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$23.1M
201,542
+22%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$14.0M
485,060
+55%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$11.0M
103,144
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。
+139%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$8.8M
3,851
-96%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$7.3M
5,854
-96%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$6.0M
86,186
+54%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$6.0M
118,967
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$5.9M
209,661
-57%
减持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
-$5.5M
1,861
-99%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$5.1M
3,282
-99%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.9M
216,783
+37%
减持
SMMD
ISHARES RUSSELL 2500 ETF
-$4.1M
689
-99%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$3.7M
2,554
-95%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$2.8M
4,528
-95%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.0M
52,905
+44%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.1M
45,536
-25%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$666.0K
145,952
+5%
增持
IAU
ISHARES GOLD TRUST
+$527.7K
120,183
+1%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$469.0K
52,616
-5%
增持
OEF
ISHARES S&P 100 ETF
+$461.1K
9,598
+14%
减持
VTV
VANGUARD VALUE ETF
-$432.7K
1,502
-68%
增持
AAPL
APPLE INC COM
+$368.6K
10,195
+9%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$279.9K
5,625
-22%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$210.9K
91,421
+5%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$205.0K
249
-80%
减持
MSFT
MICROSOFT CORP COM
+$176.9K
3,112
-1%
建仓
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
+$152.2K
2,570
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$115.8K
39,943
+4%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$88.1K
1,538
+7590%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$86.4K
150
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$77.0K
6,571
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$72.8K
1,114
+1%
增持
TSLA
TESLA INC COM
+$58.2K
1,647
+17%
减持
VHT
VANGUARD HEALTH CARE ETF
-$55.5K
889
-25%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$48.0K
39,474
-6%
增持
VUG
VANGUARD GROWTH ETF
+$46.8K
267
+101%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$46.3K
710
+545%
清仓
VOOG
VANGUARD S&P 500 GROWTH ETF
-$43.2K
0
-100%
清仓
ESGV
VANGUARD ESG U.S. STOCK ETF
-$42.5K
0
-100%
清仓
CELH
CELSIUS HLDGS INC COM NEW
-$38.6K
0
-100%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$32.8K
997
-21%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$32.4K
13
-97%
增持
MMM
3M CO COM
+$31.4K
292
+4767%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$29.0K
494
+9%
清仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$27.9K
0
-100%
增持
META
META PLATFORMS INC CL A
+$27.5K
478
+1%
建仓
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$27.5K
550
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$26.0K
1,060
+1%
减持
BA
BOEING CO COM
+$26.0K
408
-3%
清仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$25.3K
0
-100%
清仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$23.5K
0
-100%
减持
LLY
ELI LILLY & CO COM
+$20.7K
628
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$18.1K
459
-2%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$18.0K
29
-93%
建仓
VXF
VANGUARD EXTENDED MARKET ETF
+$17.6K
107
清仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$17.1K
0
-100%
增持
—
EXXON MOBIL CORP COM
-$16.3K
978
+1%
增持
HON
HONEYWELL INTL INC COM
+$14.1K
230
+24%
清仓
—
ALLBIRDS INC COM CL A
-$13.9K
0
-100%
减持
PFE
PFIZER INC COM
-$13.8K
2,833
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$11.6K
842
+10%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$11.4K
2,450
+1%
建仓
—
VIPER ENERGY INC CL A
+$11.0K
350
清仓
—
VIPER ENERGY PARTNERS LP COM UNT RP INT
-$9.8K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$9.8K
2,396
-9%
增持
MCD
MCDONALDS CORP COM
+$6.5K
196
+1%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$6.5K
15
-80%
增持
CVX
CHEVRON CORP NEW COM
-$5.9K
309
+0%
减持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$5.9K
575
-22%
减持
T
AT&T INC COM
+$5.3K
3,635
-2%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$5.0K
0
-100%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$4.5K
924
-2%
增持
KO
COCA COLA CO COM
+$4.3K
1,366
+0%
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$4.2K
0
-100%
清仓
SLV
ISHARES SILVER TRUST
-$4.1K
0
-100%
清仓
ARKG
ARK GENOMIC REVOLUTION ETF
-$3.6K
0
-100%
减持
F
FORD MTR CO DEL COM
-$3.5K
51
-85%
减持
AFRM
AFFIRM HLDGS INC COM CL A
+$3.3K
500
-50%
增持
NKE
NIKE INC CL B
+$3.2K
175
+6%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$3.2K
113
+8%
清仓
—
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER
-$2.9K
0
-100%
增持
AMC
AMC ENTMT HLDGS INC CL A NEW
+$2.9K
604
+475%
减持
—
KELLANOVA COM
-$2.9K
0
-100%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$2.6K
39
-30%
减持
MDU
MDU RES GROUP INC COM
-$2.6K
1,394
-10%
建仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
+$2.5K
50
减持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
-$2.5K
78
-52%
清仓
—
BUNGE LIMITED COM
-$2.4K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC COM
-$2.3K
0
-100%
建仓
—
BUNGE GLOBAL SA COM SHS
+$2.2K
22
清仓
USO
UNITED STATES OIL FUND LP
-$2.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
-$1.7K
207
-14%
清仓
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$1.7K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.7K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$1.6K
40
减持
CSCO
CISCO SYS INC COM
-$1.5K
199
-7%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$1.3K
4
-83%
清仓
VFMV
VANGUARD U.S. MINIMUM VOLATILITY ETF
-$1.2K
0
-100%
建仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
+$1.1K
12
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$978
45
-43%
减持
NOK
NOKIA CORP SPONSORED ADR
-$961
0
-100%
建仓
—
REDFIN CORP COM
+$960
93
建仓
DASH
DOORDASH INC CL A
+$890
9
建仓
BKD
BROOKDALE SR LIVING INC COM
+$826
142
清仓
OKE
ONEOK INC NEW COM
-$825
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC COM
-$812
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$748
94
+57%
减持
GILD
GILEAD SCIENCES INC COM
-$705
20
-35%
增持
SM
SM ENERGY CO COM
-$582
755
+0%
减持
TIP
ISHARES TIPS BOND ETF
-$569
14
-30%
建仓
HAL
HALLIBURTON CO COM
+$542
15
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$519
161
-12%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$444
20
+67%
减持
VTRS
VIATRIS INC COM
+$286
335
-1%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$262
838
-2%
减持
KHC
KRAFT HEINZ CO COM
-$206
69
-16%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$161
10
+43%
建仓
KLG
WK KELLOGG CO COM SHS
+$158
12
清仓
SMG
SCOTTS MIRACLE-GRO CO CL A
-$155
0
-100%
建仓
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$126
1
减持
WAB
WABTEC COM
-$106
0
-100%
清仓
—
OFFICE PPTYS INCOME TR COM SHS BEN INT
-$103
0
-100%
建仓
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$79
4
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$51
1
清仓
KOPN
KOPIN CORP COM
-$37
0
-100%
建仓
EDSA
EDESA BIOTECH INC COM NEW
+$32
7
清仓
FIRY
SKILLZ INC COM CL A
-$26
0
-100%
清仓
—
BELLEROPHON THERAPEUTICS INC COM NEW
-$20
0
-100%
清仓
—
HYDROFARM HLDGS GROUP INC COM
-$12
0
-100%
增持
IFLN
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF
+$1
1
清仓
—
LIGHTNING EMOTORS INC COM
-$1
0
-100%
建仓
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
+$0
0
清仓
—
PERRIGO CO PLC SHS
+$0
0
建仓
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$0
0
建仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$0
0
