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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 48
增持 46
减持 40
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$12.2M
208,530
+3%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$7.1M
37,907
建仓
VTWO
VANGUARD RUSSELL 2000 ETF
+$5.8M
68,670
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
BND
VANGUARD TOTAL BOND MARKET ETF
+$5.3M
292,999
+35%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$5.1M
52,508
-39%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$4.0M
406,170
-16%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$4.0M
41,806
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$3.7M
50,368
-76%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$3.5M
211
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.3M
107,483
+4%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.2M
54,110
+3%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$869.8K
136,145
+14%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$786.6K
23,185
-41%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$594.5K
41,768
+5%
增持
IAU
ISHARES GOLD TRUST
+$516.1K
123,943
+3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$473.3K
57,702
+9%
减持
NVDA
NVIDIA CORPORATION COM
+$399.7K
1,053
-5%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$256.1K
153,967
+5%
增持
OEF
ISHARES S&P 100 ETF
+$255.8K
9,700
+1%
增持
MSFT
MICROSOFT CORP COM
+$185.7K
3,223
+4%
减持
TSLA
TESLA INC COM
-$153.1K
1,457
-12%
增持
—
EXXON MOBIL CORP COM
+$134.8K
2,001
+105%
减持
LLY
ELI LILLY & CO COM
+$110.8K
613
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$107.5K
641
+157%
建仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$96.1K
2,450
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$89.1K
0
-100%
增持
AAPL
APPLE INC COM
-$78.1K
10,991
+8%
增持
WMT
WALMART INC COM
+$77.8K
8,483
+209%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$77.5K
4,237
-28%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$73.3K
5,353
-5%
减持
AMZN
AMAZON COM INC COM
+$68.5K
3,493
-5%
增持
META
META PLATFORMS INC CL A
+$64.4K
481
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$64.0K
3,614
+48%
减持
VHT
VANGUARD HEALTH CARE ETF
-$52.2K
631
-29%
增持
SPY
SPDR S&P 500 ETF TRUST
+$46.5K
506
+10%
减持
NFLX
NETFLIX INC COM
-$45.0K
91
-56%
减持
VB
VANGUARD SMALL-CAP ETF
-$42.4K
254
-46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$41.0K
525
+4%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$41.0K
6,373
-3%
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$39.3K
750
清仓
MMM
3M CO COM
-$31.9K
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$31.2K
1,570
+5%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$30.1K
105
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$28.7K
2,041
-20%
建仓
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$28.0K
437
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$25.4K
495
+230%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$23.4K
196
清仓
MIDD
MIDDLEBY CORP COM
-$22.1K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$22.0K
475
-11%
清仓
RRR
RED ROCK RESORTS INC CL A
-$21.6K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$21.3K
143
+29%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$19.7K
3,483
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$19.6K
1,703
+0%
清仓
SHOP
SHOPIFY INC CL A
-$19.5K
0
-100%
减持
HD
HOME DEPOT INC COM
+$19.0K
588
-1%
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$17.6K
150
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$17.5K
406
清仓
—
NXP SEMICONDUCTORS N V COM
-$17.2K
0
-100%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$17.2K
992
-1%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$15.8K
442
减持
VUG
VANGUARD GROWTH ETF
-$15.5K
196
-27%
清仓
HUBS
HUBSPOT INC COM
-$14.5K
0
-100%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$14.4K
18
-83%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$14.0K
413
+187%
增持
PANW
PALO ALTO NETWORKS INC COM
+$13.5K
85
+136%
增持
PG
PROCTER AND GAMBLE CO COM
+$13.4K
843
+0%
增持
CSCO
CISCO SYS INC COM
+$13.3K
467
+135%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$13.2K
750
+36%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$13.0K
150
建仓
WY
WEYERHAEUSER CO MTN BE COM NEW
+$12.8K
357
建仓
SHEL
SHELL PLC SPON ADS
+$12.7K
190
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$12.7K
237
+30%
清仓
BYD
BOYD GAMING CORP COM
-$12.5K
0
-100%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$12.5K
3,473
-10%
减持
NTAP
NETAPP INC COM
-$12.0K
645
-29%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$11.6K
970
+94%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
+$11.4K
7
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$10.4K
407
+153%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$9.9K
92,829
+2%
建仓
IUSV
ISHARES CORE S&P US VALUE ETF
+$9.9K
109
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$9.5K
202
+2425%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$9.4K
215
+641%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$9.4K
126
+30%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$9.1K
158
+48%
建仓
NU
NU HLDGS LTD ORD SHS CL A
+$8.9K
750
增持
SM
SM ENERGY CO COM
+$8.6K
759
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$8.5K
316
-4%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$7.6K
152
减持
MDU
MDU RES GROUP INC COM
+$7.5K
1,393
-0%
建仓
MPC
MARATHON PETE CORP COM
+$7.5K
37
建仓
WFC
WELLS FARGO CO NEW COM
+$7.4K
127
减持
GOOG
ALPHABET INC CAP STK CL C
-$7.2K
915
-12%
增持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$7.2K
860
+815%
清仓
TCOM
TRIP COM GROUP LTD ADS
-$7.2K
0
-100%
减持
CI
THE CIGNA GROUP COM
+$7.2K
136
-4%
建仓
VOT
VANGUARD MID-CAP GROWTH ETF
+$7.1K
30
建仓
—
ROYALTY PHARMA PLC SHS CLASS A
+$6.8K
225
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$6.3K
58
减持
CCI
CROWN CASTLE INC COM
-$6.2K
39
-57%
建仓
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$6.1K
207
建仓
DRLL
STRIVE U.S. ENERGY ETF
+$5.9K
188
清仓
—
MASIMO CORP COM
-$5.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$5.8K
75
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$5.4K
148
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$5.3K
10,845
+353%
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$5.3K
64
增持
PM
PHILIP MORRIS INTL INC COM
+$4.9K
598
+13%
清仓
ROL
ROLLINS INC COM
-$4.9K
0
-100%
增持
USB
US BANCORP DEL COM NEW
+$4.8K
353
+40%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$4.8K
730
+3%
减持
GME
GAMESTOP CORP NEW CL A
-$4.6K
788
-5%
清仓
DOW
DOW INC COM
-$4.6K
0
-100%
减持
DOCU
DOCUSIGN INC COM
-$4.5K
20
-79%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$4.1K
2,300
-11%
建仓
AES
AES CORP COM
+$4.0K
225
减持
NKE
NIKE INC CL B
-$3.5K
165
-6%
建仓
FSLR
FIRST SOLAR INC COM
+$3.4K
20
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$3.3K
102
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$3.2K
10
减持
ULTA
ULTA BEAUTY INC COM
-$3.1K
24
-25%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$3.0K
67
减持
PFE
PFIZER INC COM
-$3.0K
2,832
-0%
建仓
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$3.0K
70
增持
FDX
FEDEX CORP COM
+$2.8K
74
+1%
减持
KNF
KNIFE RIVER CORP COMMON STOCK
+$2.8K
348
-9%
建仓
NTLA
INTELLIA THERAPEUTICS INC COM
+$2.8K
100
增持
CVX
CHEVRON CORP NEW COM
+$2.7K
310
+0%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$2.6K
32
清仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$2.5K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$2.5K
80
+7%
建仓
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
+$2.2K
68
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$2.1K
45
+4400%
建仓
WDS
WOODSIDE ENERGY GROUP LTD SPONSORED ADR
+$2.0K
98
建仓
—
SUNNOVA ENERGY INTL INC. COM
+$1.8K
300
建仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$1.8K
21
减持
MELI
MERCADOLIBRE INC COM
-$1.8K
4
-20%
减持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
+$1.8K
1,825
-2%
建仓
IWR
ISHARES RUSSELL MIDCAP ETF
+$1.8K
21
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$1.6K
0
-100%
清仓
LUMN
LUMEN TECHNOLOGIES INC COM
-$1.6K
0
-100%
建仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
+$1.5K
54
建仓
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
+$1.4K
66
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$1.4K
9
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$1.4K
49
建仓
SPBO
SPDR PORTFOLIO CORPORATE BOND ETF
+$1.4K
47
建仓
EA
ELECTRONIC ARTS INC COM
+$1.2K
9
减持
USDU
WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND
-$1.2K
30
-62%
清仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
-$1.1K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.1K
86
-14%
建仓
EWC
ISHARES MSCI CANADA ETF
+$1.1K
28
