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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 148 项
建仓 24
增持 40
减持 48
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$7.0M
214,412
+3%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.2M
110,880
+3%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$2.0M
46,702
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。
+23%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$1.5M
89,869
+31%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.2M
45,914
-13%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$1.1M
915
-96%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$1.0M
4,403
-91%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.0M
67,860
+18%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$780.8K
404,256
-0%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$718.9K
50,932
+22%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$694.4K
304,996
+4%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$549.0K
55,294
+2%
增持
IAU
ISHARES GOLD TRUST
+$428.8K
128,287
+4%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$300.0K
142,054
+4%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$282.6K
160,903
+5%
增持
NVDA
NVIDIA CORPORATION COM
+$279.8K
9,966
+846%
减持
AAPL
APPLE INC COM
+$277.1K
10,265
-7%
增持
OEF
ISHARES S&P 100 ETF
+$165.7K
9,707
+0%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$126.6K
524
-74%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$124.5K
1,758
-59%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$93.3K
98,730
+6%
增持
LLY
ELI LILLY & CO COM
+$90.8K
627
+2%
建仓
IBIT
ISHARES BITCOIN TRUST REGISTERED
+$75.1K
2,199
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$71.1K
2,909
-36%
减持
HD
HOME DEPOT INC COM
-$60.0K
481
-18%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$54.2K
10,330
-5%
增持
AMZN
AMAZON COM INC COM
+$53.3K
3,536
+1%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$51.3K
5,068
-5%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$38.1K
3,151
-9%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$32.4K
6,298
-1%
减持
SMMD
ISHARES RUSSELL 2500 ETF
-$30.2K
207
-69%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$30.1K
0
-100%
清仓
SMH
VANECK SEMICONDUCTOR ETF
-$29.2K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$27.6K
2,972
-8%
增持
IVV
ISHARES CORE S&P 500 ETF
+$27.6K
354
+12%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$27.0K
508
减持
TSLA
TESLA INC COM
+$23.9K
1,415
-3%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$23.4K
0
-100%
减持
WMT
WALMART INC COM
+$23.3K
7,883
-7%
增持
COST
COSTCO WHSL CORP NEW COM
+$23.0K
109
+15%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$21.5K
1,529
-10%
减持
VB
VANGUARD SMALL-CAP ETF
-$20.1K
174
-31%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$20.0K
548
-15%
减持
JNJ
JOHNSON & JOHNSON COM
-$19.3K
694
-9%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$18.4K
1,500
+5669%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$17.3K
1,770
+82%
减持
GOOG
ALPHABET INC CAP STK CL C
+$14.8K
840
-8%
减持
KO
COCA COLA CO COM
-$14.4K
1,087
-20%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$12.4K
181
-24%
建仓
ARKB
ARK 21SHARES BITCOIN ETF BEN OF INT
+$12.4K
207
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$11.3K
515
-2%
增持
BA
BOEING CO COM
+$10.6K
491
+20%
建仓
NOV
NOV INC COM
+$10.2K
537
清仓
GME
GAMESTOP CORP NEW CL A
-$9.9K
0
-100%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$9.9K
21
-90%
减持
WTPI
WISDOMTREE PUTWRITE STRATEGY FUND
-$9.6K
1,533
-16%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$9.5K
8
-96%
减持
LMT
LOCKHEED MARTIN CORP COM
-$9.3K
505
-6%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$9.3K
988
-0%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$8.5K
107
-32%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$8.2K
200
-51%
增持
NFLX
NETFLIX INC COM
+$8.2K
94
+3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$7.7K
502
+70%
建仓
CROX
CROCS INC COM
+$7.3K
50
清仓
VOT
VANGUARD MID-CAP GROWTH ETF
-$7.1K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$6.7K
30
清仓
MTN
VAIL RESORTS INC COM
-$6.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$6.6K
1,132
+7%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$6.6K
165
+1%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$6.3K
0
-100%
增持
PFE
PFIZER INC COM
+$6.1K
3,025
+7%
清仓
DRLL
STRIVE U.S. ENERGY ETF
-$5.9K
0
-100%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$5.8K
0
-100%
清仓
NTES
NETEASE INC SPONSORED ADS
-$5.8K
0
-100%
建仓
BITB
BITWISE BITCOIN ETF TRUST
+$5.6K
171
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$5.3K
110
-13%
增持
SM
SM ENERGY CO COM
-$4.9K
761
+0%
减持
KNF
KNIFE RIVER CORP COMMON STOCK
-$4.4K
340
-2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$3.6K
710
-3%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.6K
22
清仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$3.3K
0
-100%
增持
SQ
BLOCK INC CL A
+$3.3K
112
+143%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$3.3K
440
-11%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$3.3K
43,298
+4%
清仓
VXF
VANGUARD EXTENDED MARKET ETF
-$3.2K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW COM CL A
-$3.0K
0
-100%
清仓
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$3.0K
0
-100%
减持
HPQ
HP INC COM
+$2.7K
715
-3%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$2.6K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$2.4K
844
+0%
清仓
TBT
PROSHARES ULTRASHORT 20 YEAR TREASURY
-$2.2K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$2.2K
14
+40%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$2.1K
53
+71%
增持
EZU
ISHARES MSCI EUROZONE ETF
+$2.1K
150
+47%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$2.1K
1
-98%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.9K
549
+16%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.9K
3,630
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$1.9K
684
-4%
清仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$1.8K
0
-100%
减持
VO
VANGUARD MID-CAP ETF
-$1.8K
75
-6%
增持
—
MEDTRONIC PLC SHS
+$1.8K
125
+36%
清仓
IWR
ISHARES RUSSELL MIDCAP ETF
-$1.8K
0
-100%
减持
AMC
AMC ENTMT HLDGS INC CL A NEW
-$1.7K
104
-83%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$1.7K
3,117
-0%
清仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$1.5K
0
-100%
清仓
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$1.4K
0
-100%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$1.4K
0
-100%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$1.4K
0
-100%
清仓
SPBO
SPDR PORTFOLIO CORPORATE BOND ETF
-$1.4K
0
-100%
减持
ARKK
ARK INNOVATION ETF
-$1.3K
70
-20%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$1.3K
2,100
-9%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$1.2K
25
清仓
EA
ELECTRONIC ARTS INC COM
-$1.2K
0
-100%
建仓
CURI
CURIOSITYSTREAM INC COM CL A
+$1.1K
991
减持
PM
PHILIP MORRIS INTL INC COM
-$1.1K
530
-11%
清仓
EWC
ISHARES MSCI CANADA ETF
-$1.1K
0
-100%
建仓
SY
SO YOUNG INTERNATIONAL INC SPONSORED ADS
+$1.1K
1,000
清仓
SCHP
SCHWAB US TIPS ETF
-$887
0
-100%
清仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-$818
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$800
866
+3%
增持
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$668
6
+500%
清仓
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
-$657
0
-100%
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$628
0
-100%
建仓
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
+$601
4
建仓
GEV
GE VERNOVA INC COM
+$515
3
减持
MDU
MDU RES GROUP INC COM
-$466
1,380
-1%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$453
205
-3%
建仓
AAL
AMERICAN AIRLS GROUP INC COM
+$453
40
建仓
—
JOBY AVIATION INC WT EXP 081026
+$171
300
减持
DXC
DXC TECHNOLOGY CO COM
-$157
54
-4%
建仓
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$155
4
建仓
RENT
RENT THE RUNWAY INC CL A NEW
+$105
6
增持
COIN
COINBASE GLOBAL INC COM CL A
-$98
163
+19%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$95
156
+4%
清仓
—
MEDIGUS LTD SPON ADS NEW
-$16
0
-100%
建仓
—
XYLO TECHNOLOGIES LTD SPONSORED ADS NW
+$11
6
建仓
BAC
BANK AMERICA CORP COM
+$0
0
建仓
SCHH
SCHWAB U.S. REIT ETF
+$0
0
建仓
COWZ
PACER US CASH COWS 100 ETF
+$0
0
清仓
—
CASTOR MARITIME INC SHS NEW
+$0
0
建仓
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$0
0
清仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$0
0
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$0
0
清仓
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$0
0
建仓
—
BARRICK GOLD CORP COM
+$0
0
清仓
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$0
0
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$0
0
清仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$0
0
