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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 36
增持 82
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$9.6M
221,392
+3%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$3.8M
125,489
+40%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.2M
417,720
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。
+3%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.8M
13,499
-69%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.6M
313,930
+3%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.2M
114,995
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
48,120
+5%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$839.5K
57,343
+4%
增持
IAU
ISHARES GOLD TRUST
+$749.3K
128,469
+0%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$688.7K
48,281
+3%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$567.1K
53,432
+5%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$553.2K
71,653
+6%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$458.8K
164,453
+2%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
+$380.9K
5,462
减持
WMT
WALMART INC COM
-$352.3K
2,247
-71%
增持
IVV
ISHARES CORE S&P 500 ETF
+$331.2K
910
+157%
增持
AAPL
APPLE INC COM
+$324.5K
10,671
+4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$220.6K
5,835
+1062%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$208.8K
146,465
+3%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$185.3K
3,644
+18120%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$147.8K
12,071
+17%
减持
OEF
ISHARES S&P 100 ETF
+$115.1K
9,686
-0%
增持
COST
COSTCO WHSL CORP NEW COM
+$112.3K
231
+112%
增持
SPY
SPDR S&P 500 ETF TRUST
+$101.6K
657
+30%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$97.3K
101,464
+3%
增持
AMZN
AMAZON COM INC COM
+$82.3K
4,109
+16%
减持
PFE
PFIZER INC COM
-$77.3K
255
-92%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$69.1K
406
+1745%
建仓
ADSK
AUTODESK INC COM
+$68.9K
250
减持
BA
BOEING CO COM
-$62.0K
180
-63%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$59.4K
1,298
+50%
增持
META
META PLATFORMS INC CL A
+$57.4K
524
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$53.8K
572
+11%
建仓
MMM
3M CO COM
+$51.0K
373
增持
EZU
ISHARES MSCI EUROZONE ETF
+$49.7K
1,092
+628%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$48.8K
498
+840%
减持
LLY
ELI LILLY & CO COM
-$48.5K
586
-7%
增持
VTV
VANGUARD VALUE ETF
+$44.4K
1,697
+8%
增持
MSFT
MICROSOFT CORP COM
-$38.7K
2,997
+1%
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$37.3K
67
增持
NVDA
NVIDIA CORPORATION COM
+$36.8K
10,441
+5%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$35.2K
5,047
-0%
增持
HD
HOME DEPOT INC COM
+$34.2K
493
+2%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$34.1K
1,045
-41%
增持
JPM
JPMORGAN CHASE & CO. COM
+$33.1K
651
+26%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$32.4K
1,480
+60%
增持
AVGO
BROADCOM INC COM
+$30.3K
315
+2000%
建仓
POWA
INVESCO BLOOMBERG PRICING POWER ETF
+$28.9K
340
增持
—
EXXON MOBIL CORP COM
+$27.3K
2,198
+10%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$26.9K
1,841
+20%
增持
PG
PROCTER AND GAMBLE CO COM
+$23.2K
937
+11%
增持
V
VISA INC COM CL A
+$23.0K
179
+79%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$20.3K
53
+152%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$20.2K
3,780
+4%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$18.8K
2,784
+17%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$18.2K
101
-38%
清仓
XRX
XEROX HOLDINGS CORP COM NEW
-$17.6K
0
-100%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$17.4K
2,117
-32%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$17.3K
170
+19%
增持
AXP
AMERICAN EXPRESS CO COM
+$16.8K
294
+8%
增持
GOOG
ALPHABET INC CAP STK CL C
+$16.5K
1,020
+21%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$16.4K
735
+28%
增持
JNJ
JOHNSON & JOHNSON COM
+$16.2K
726
+5%
增持
ABBV
ABBVIE INC COM
+$14.8K
438
+5%
建仓
—
LINDE PLC SHS
+$13.8K
29
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$13.3K
15
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$13.3K
515
+4%
建仓
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
+$13.2K
410
增持
KO
COCA COLA CO COM
+$12.9K
1,143
+5%
增持
RTX
RTX CORPORATION COM
+$12.9K
423
+11%
增持
MCD
MCDONALDS CORP COM
+$12.5K
205
+5%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$12.2K
181
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$11.4K
46
增持
OXY
OCCIDENTAL PETE CORP COM
-$11.3K
1,007
+0%
建仓
—
FERRARI N V COM
+$11.3K
24
减持
CVX
CHEVRON CORP NEW COM
-$11.0K
255
-18%
增持
MDLZ
MONDELEZ INTL INC CL A
+$10.8K
331
+60%
增持
ABNB
AIRBNB INC COM CL A
+$10.7K
180
+125%
增持
PEP
PEPSICO INC COM
+$10.5K
159
+59%
减持
TSLA
TESLA INC COM
-$10.5K
1,030
-27%
清仓
NOV
NOV INC COM
-$10.2K
0
-100%
减持
VHT
VANGUARD HEALTH CARE ETF
+$9.1K
627
-1%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$9.0K
3,853
-12%
增持
VO
VANGUARD MID-CAP ETF
+$8.0K
99
+32%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$7.5K
147
+213%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$7.4K
2,284
+4%
清仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$7.4K
0
-100%
增持
CI
THE CIGNA GROUP COM
+$7.4K
151
+11%
建仓
YUM
YUM BRANDS INC COM
+$6.8K
49
增持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$6.5K
160
+60%
建仓
SOLV
SOLVENTUM CORP COM SHS
+$6.5K
93
建仓
SHOP
SHOPIFY INC CL A
+$6.4K
80
增持
GBTC
GRAYSCALE BITCOIN TRUST
+$6.2K
658
+30%
增持
NFLX
NETFLIX INC COM
+$6.1K
98
+4%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$6.1K
62
+44%
增持
—
EATON CORP PLC SHS
+$5.8K
63
+31%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$5.6K
0
-100%
建仓
—
MONDAY COM LTD SHS
+$5.6K
20
建仓
SCHW
SCHWAB CHARLES CORP COM
+$5.4K
83
增持
NVO
NOVO-NORDISK A S ADR
+$5.4K
189
+57%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$5.1K
11
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$4.9K
59
增持
TMUS
T-MOBILE US INC COM
+$4.9K
62
+38%
建仓
HELP
CYBIN INC COM NEW
+$4.7K
526
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$4.5K
9
增持
MRK
MERCK & CO INC COM
+$4.2K
65
+150%
增持
ENB
ENBRIDGE INC COM
+$4.0K
384
+17%
清仓
CNDT
CONDUENT INC COM
-$4.0K
0
-100%
建仓
FLR
FLUOR CORP NEW COM
+$3.7K
77
清仓
VTRS
VIATRIS INC COM
-$3.6K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
+$3.5K
37
+825%
增持
WFC
WELLS FARGO CO NEW COM
+$3.4K
193
+52%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$3.3K
4
增持
PANW
PALO ALTO NETWORKS INC COM
+$3.3K
94
+11%
建仓
KKR
KKR & CO INC COM
+$3.3K
25
建仓
URI
UNITED RENTALS INC COM
+$3.2K
4
增持
COWZ
PACER US CASH COWS 100 ETF
+$3.2K
55
增持
ALL
ALLSTATE CORP COM
+$3.1K
19
+533%
建仓
MU
MICRON TECHNOLOGY INC COM
+$3.1K
30
建仓
AMGN
AMGEN INC COM
+$2.9K
9
建仓
NOW
SERVICENOW INC COM
+$2.7K
3
建仓
GTLB
GITLAB INC CLASS A COM
+$2.6K
50
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$2.4K
905
-8%
增持
SM
SM ENERGY CO COM
-$2.3K
765
+1%
增持
—
MEDTRONIC PLC SHS
+$2.3K
135
+8%
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$2.0K
102
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$2.0K
20
-33%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$1.8K
78
+22%
建仓
CERS
CERUS CORP COM
+$1.7K
1,000
减持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$1.6K
147
-29%
建仓
SNOW
SNOWFLAKE INC CL A
+$1.6K
14
建仓
UPST
UPSTART HLDGS INC COM
+$1.6K
40
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$1.6K
97
-12%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$1.5K
150
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.5K
151
-25%
建仓
MCK
MCKESSON CORP COM
+$1.5K
3
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.3K
475
-13%
减持
SQ
BLOCK INC CL A
-$1.3K
88
-21%
建仓
DDOG
DATADOG INC CL A COM
+$1.3K
11
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$1.2K
0
-100%
增持
ADBE
ADOBE INC COM
+$1.1K
58
+12%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.0K
3,004
-5%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$997
4
+300%
增持
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
+$848
9
+125%
建仓
LMND
LEMONADE INC COM
+$709
43
增持
WRB
BERKLEY W R CORP COM
+$669
160
+50%
清仓
AAL
AMERICAN AIRLS GROUP INC COM
-$453
0
-100%
增持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$108
14
+27%
清仓
—
DERMTECH INC COM
-$54
0
-100%
建仓
—
INSPIRATO INCORPORATED CL A NEW
+$24
6
