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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 42
增持 66
减持 27
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$7.2M
138,607
+18381%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$5.3M
41,825
-71%
增持
VOO
VANGUARD S&P 500 ETF
+$4.2M
224,531
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。
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.9M
436,369
+4%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.6M
117,530
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.1M
343,775
+10%
建仓
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$1.1M
16,420
建仓
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
+$1.1M
38,533
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$748.8K
14,012
+1768%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$712.8K
133,511
+6%
建仓
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
+$695.3K
29,564
增持
AAPL
APPLE INC COM
+$395.5K
11,509
+8%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$383.1K
49,162
+2%
增持
AMZN
AMAZON COM INC COM
+$367.3K
5,164
+26%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$343.3K
76,274
+6%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$308.2K
59,466
+4%
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$290.3K
5,592
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$285.1K
10,508
-22%
增持
IAU
ISHARES GOLD TRUST
+$224.8K
133,502
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$196.6K
49,672
+3%
增持
TSLA
TESLA INC COM
+$186.9K
1,130
+10%
增持
NVDA
NVIDIA CORPORATION COM
+$186.8K
10,833
+4%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$179.0K
175,183
+7%
增持
JPM
JPMORGAN CHASE & CO. COM
+$135.0K
1,136
+75%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$130.5K
2,303
+25%
增持
OEF
ISHARES S&P 100 ETF
+$123.0K
9,706
+0%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$96.5K
996
增持
GOOG
ALPHABET INC CAP STK CL C
+$96.4K
1,402
+37%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$95.3K
3,500
-36%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$94.9K
317
建仓
XNTK
SPDR NYSE TECHNOLOGY ETF
+$80.7K
400
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$78.2K
59,126
+11%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$70.9K
4,957
-2%
减持
LLY
ELI LILLY & CO COM
-$70.6K
581
-1%
增持
AVGO
BROADCOM INC COM
+$63.0K
506
+61%
增持
COST
COSTCO WHSL CORP NEW COM
+$61.9K
291
+26%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$56.9K
6,277
-0%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$54.4K
1,117
+13863%
减持
VTV
VANGUARD VALUE ETF
-$53.8K
1,432
-16%
增持
NFLX
NETFLIX INC COM
+$44.6K
128
+31%
增持
CAT
CATERPILLAR INC COM
+$44.0K
298
+82%
增持
YUM
YUM BRANDS INC COM
+$42.4K
367
+649%
增持
LMT
LOCKHEED MARTIN CORP COM
-$42.0K
521
+3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$41.1K
2,115
+41%
减持
VHT
VANGUARD HEALTH CARE ETF
-$36.9K
552
-12%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$35.6K
3,464
+19%
增持
MSFT
MICROSOFT CORP COM
+$35.2K
3,143
+5%
增持
—
EXXON MOBIL CORP COM
+$34.7K
2,717
+24%
增持
PEP
PEPSICO INC COM
+$32.3K
390
+145%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$32.2K
525
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$32.2K
2,162
-5%
增持
META
META PLATFORMS INC CL A
+$29.7K
563
+7%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$29.3K
429
+294%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$29.3K
3,562
-6%
建仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$26.6K
800
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$26.0K
215
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$25.9K
70
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$25.7K
541
+32%
增持
WM
WASTE MGMT INC DEL COM
+$25.1K
139
+893%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$24.8K
320
+113%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$23.8K
850
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$23.4K
1,245
+10%
增持
V
VISA INC COM CL A
+$23.2K
229
+28%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$22.9K
11,733
+101%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$22.7K
309
+424%
建仓
MSTR
MICROSTRATEGY INC CL A NEW
+$20.3K
70
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$19.9K
70
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$19.6K
1,000
减持
JNJ
JOHNSON & JOHNSON COM
-$19.3K
680
-6%
建仓
SCCO
SOUTHERN COPPER CORP COM
+$18.6K
204
建仓
YUMC
YUM CHINA HLDGS INC COM
+$17.6K
365
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$16.9K
300
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$16.4K
2,285
-18%
建仓
BLK
BLACKROCK INC COM
+$16.4K
16
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$16.1K
247
增持
—
LINDE PLC SHS
+$15.9K
71
+145%
建仓
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$15.9K
683
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$15.7K
334
+1490%
减持
VB
VANGUARD SMALL-CAP ETF
-$15.6K
107
-39%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$14.7K
100
+49%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$14.6K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$14.0K
343
+81%
清仓
—
LAM RESEARCH CORP COM
-$13.9K
0
-100%
建仓
HAL
HALLIBURTON CO COM
+$13.6K
500
建仓
COF
CAPITAL ONE FINL CORP COM
+$13.4K
75
增持
USB
US BANCORP DEL COM NEW
+$12.7K
603
+71%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$12.3K
170
减持
MDLZ
MONDELEZ INTL INC CL A
-$12.0K
207
-37%
增持
CMI
CUMMINS INC COM
+$11.9K
153
+20%
减持
SPY
SPDR S&P 500 ETF TRUST
-$11.8K
623
-5%
建仓
PR
PERMIAN RESOURCES CORP CLASS A COM
+$11.5K
800
建仓
NRIM
NORTHRIM BANCORP INC COM
+$11.2K
144
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$10.8K
30
-65%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$10.6K
5,784
+300%
建仓
AMTM
AMENTUM HOLDINGS INC COM
+$9.8K
465
增持
SQ
BLOCK INC CL A
+$9.1K
176
+100%
减持
TMUS
T-MOBILE US INC COM
-$9.0K
17
-73%
建仓
—
BIOATLA INC COM
+$8.1K
13,769
建仓
IR
INGERSOLL RAND INC COM
+$8.0K
88
建仓
NOG
NORTHERN OIL & GAS INC COM
+$7.4K
200
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$6.7K
566
-1%
清仓
—
ROYALTY PHARMA PLC SHS CLASS A
-$6.4K
0
-100%
增持
PENN
PENN ENTERTAINMENT INC COM
+$6.0K
315
+2000%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.9K
10,449
+200%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$5.7K
52
清仓
—
BLACKROCK INC COM
-$5.7K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$5.6K
0
-100%
建仓
WMB
WILLIAMS COS INC COM
+$5.4K
99
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$5.1K
494
-4%
清仓
—
ARISTA NETWORKS INC COM
-$5.0K
0
-100%
清仓
FSLR
FIRST SOLAR INC COM
-$5.0K
0
-100%
清仓
CCI
CROWN CASTLE INC COM
-$4.6K
0
-100%
清仓
AES
AES CORP COM
-$4.5K
0
-100%
增持
MRK
MERCK & CO INC COM
+$4.5K
119
+83%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$4.4K
70
+32%
建仓
TRV
TRAVELERS COMPANIES INC COM
+$4.3K
18
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$4.3K
104,021
+3%
建仓
MRSH
MARSH & MCLENNAN COS INC COM
+$4.0K
19
增持
—
EATON CORP PLC SHS
+$4.0K
75
+19%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$4.0K
369
-17%
减持
VUG
VANGUARD GROWTH ETF
+$4.0K
193
-2%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$4.0K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$3.9K
549
+0%
减持
VO
VANGUARD MID-CAP ETF
-$3.9K
84
-15%
建仓
SWKS
SKYWORKS SOLUTIONS INC COM
+$3.9K
44
减持
FLR
FLUOR CORP NEW COM
-$3.7K
0
-100%
清仓
EBAY
EBAY INC. COM
-$3.6K
0
-100%
建仓
VIAV
VIAVI SOLUTIONS INC COM
+$3.4K
340
清仓
SE
SEA LTD SPONSORD ADS
-$3.3K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$3.2K
39
清仓
COWZ
PACER US CASH COWS 100 ETF
-$3.2K
0
-100%
建仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$3.2K
86
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$3.1K
51
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
-$3.1K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$3.0K
1,111
+10%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$3.0K
71
清仓
—
SUNNOVA ENERGY INTL INC. COM
-$2.9K
0
-100%
增持
ABBV
ABBVIE INC COM
-$2.6K
472
+8%
减持
CF
CF INDS HLDGS INC COM
-$2.6K
40
-43%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$2.4K
4,038
+5%
减持
DIS
DISNEY WALT CO COM
-$2.4K
0
-100%
建仓
PAYX
PAYCHEX INC COM
+$2.4K
17
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.4K
218
+44%
增持
NVO
NOVO-NORDISK A S ADR
+$2.4K
289
+53%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
-$2.3K
460
+5%
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$2.3K
9
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$2.3K
882
-4%
减持
BA
BOEING CO COM
-$2.2K
142
-21%
增持
NEE
NEXTERA ENERGY INC COM
+$2.2K
216
+38%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.1K
188
+100%
