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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 34
增持 72
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$7.8M
2,395
-99%
建仓
MCI
BARINGS CORPORATE INVS COM
+$5.1M
218,759
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$4.6M
465,700
+7%
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
+$3.4M
383,135
+11%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$3.3M
199,790
+44%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$2.1M
677
-98%
建仓
STCE
SCHWAB CRYPTO THEMATIC ETF
+$2.0M
61,937
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.4M
90,101
+18%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$1.2M
122,172
+4%
减持
IAU
ISHARES GOLD TRUST
+$932.2K
127,916
-4%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$840.9K
65,961
+12%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$723.4K
1,891
-82%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
-$619.9K
140,194
+5%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$573.5K
133,410
+28%
减持
NVDA
NVIDIA CORPORATION COM
-$416.7K
9,578
-12%
减持
OEF
ISHARES S&P 100 ETF
-$357.7K
9,032
-7%
增持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$302.9K
2,000
+400%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$302.8K
51,704
+4%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$287.3K
48,906
-1%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$236.5K
4,900
-1%
减持
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
-$221.3K
19,702
-33%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$215.6K
950
-73%
增持
FTNT
FORTINET INC COM
+$190.2K
1,997
+8977%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$183.4K
826
+46%
清仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$182.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$176.1K
1,655
+143%
增持
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
+$171.5K
42,100
+9%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$171.4K
62,971
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$164.9K
1,179
+115%
增持
AMZN
AMAZON COM INC COM
+$151.5K
6,751
+31%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$142.6K
3,763
-68%
增持
AAPL
APPLE INC COM
-$139.4K
12,347
+7%
增持
VOO
VANGUARD S&P 500 ETF
-$123.9K
235,168
+5%
增持
MSFT
MICROSOFT CORP COM
-$119.8K
3,210
+2%
减持
LLY
ELI LILLY & CO COM
-$115.7K
403
-31%
增持
SPY
SPDR S&P 500 ETF TRUST
+$108.7K
847
+36%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$108.6K
399
+470%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$97.3K
408
+483%
增持
META
META PLATFORMS INC CL A
+$94.8K
737
+31%
增持
TSLA
TESLA INC COM
-$91.7K
1,407
+25%
建仓
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
+$81.5K
1,100
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$81.3K
11,499
-5%
增持
—
EXXON MOBIL CORP COM
+$81.2K
3,141
+16%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$79.6K
6,094
-3%
增持
COST
COSTCO WHSL CORP NEW COM
+$79.6K
366
+26%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$72.4K
0
-100%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$69.3K
537
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$65.2K
17,881
+9%
减持
WMT
WALMART INC COM
-$63.5K
1,590
-29%
增持
GE
GE AEROSPACE COM NEW
+$61.3K
319
+2027%
增持
BLK
BLACKROCK INC COM
+$58.4K
79
+394%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$54.9K
0
-100%
增持
—
LINDE PLC SHS
+$54.6K
181
+155%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$53.9K
283
减持
PG
PROCTER AND GAMBLE CO COM
-$53.6K
636
-34%
建仓
WK
WORKIVA INC COM CL A
+$53.4K
703
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$52.3K
52
-95%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$52.0K
0
-100%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$50.8K
995
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$49.9K
759
增持
RTX
RTX CORPORATION COM
+$49.2K
741
+75%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$45.7K
492
增持
HYD
VANECK HIGH YIELD MUNI ETF
+$45.5K
6,561
+17%
建仓
QDPL
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
+$44.2K
1,209
建仓
PSQO
PALMER SQUARE CREDIT OPPORTUNITIES ETF
+$43.4K
2,138
建仓
JSI
JANUS HENDERSON SECURITIZED INCOME ETF
+$41.5K
793
增持
MMM
3M CO COM
+$41.1K
627
+59%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$40.1K
36
-96%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$40.0K
2,295
-43%
增持
AMGN
AMGEN INC COM
+$39.4K
134
+1389%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$38.4K
1,255
+1%
建仓
VAW
VANGUARD MATERIALS ETF
+$38.1K
202
增持
GOOGL
ALPHABET INC CAP STK CL A
-$37.9K
2,574
+12%
增持
JPM
JPMORGAN CHASE & CO. COM
+$37.5K
1,263
+11%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$37.2K
1,800
-14%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$36.1K
632
减持
HD
HOME DEPOT INC COM
-$34.9K
428
-13%
减持
AFRM
AFFIRM HLDGS INC COM CL A
-$34.2K
1,628
-8%
建仓
PSX
PHILLIPS 66 COM
+$34.0K
275
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$33.6K
4,035
+16%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$33.2K
14,616
+4%
建仓
ISCB
ISHARES MORNINGSTAR SMALL-CAP ETF
+$32.5K
600
增持
KO
COCA COLA CO COM
+$31.8K
1,438
+26%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$31.3K
91
-79%
增持
NEE
NEXTERA ENERGY INC COM
+$31.2K
659
+205%
减持
ABBV
ABBVIE INC COM
-$31.1K
252
-47%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$28.2K
182
+194%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$27.7K
717
-66%
减持
V
VISA INC COM CL A
-$27.2K
129
-44%
减持
VHT
VANGUARD HEALTH CARE ETF
-$26.7K
428
-22%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$26.4K
2,015
-5%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$25.5K
150
-53%
增持
LMT
LOCKHEED MARTIN CORP COM
+$24.2K
621
+19%
增持
PGR
PROGRESSIVE CORP COM
+$23.9K
138
+119%
增持
ABT
ABBOTT LABS COM
+$23.7K
183
+3560%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$23.4K
1,859
+20%
建仓
QCOM
QUALCOMM INC COM
+$23.0K
150
增持
GEV
GE VERNOVA INC COM
+$22.9K
75
建仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$22.4K
400
增持
IR
INGERSOLL RAND INC COM
+$22.0K
374
+325%
增持
CMCSA
COMCAST CORP NEW CL A
+$22.0K
895
+203%
减持
VUG
VANGUARD GROWTH ETF
-$20.6K
158
-18%
增持
T
AT&T INC COM
+$20.6K
3,655
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$20.0K
3,745
+5%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$19.3K
496
+0%
增持
AVGO
BROADCOM INC COM
-$18.7K
589
+16%
建仓
LEN
LENNAR CORP CL A
+$18.5K
162
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$18.3K
426
+769%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$17.7K
236
+77%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$17.7K
475
+138%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$17.6K
479
+1%
建仓
NFLT
VIRTUS NEWFLEET MULTI-SECTOR BOND ETF
+$17.1K
758
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$17.0K
1,268
-2%
增持
NFLX
NETFLIX INC COM
+$16.5K
140
+9%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$15.9K
2,598
-12%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$15.5K
301
-44%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$15.5K
5,820
+1%
增持
THG
HANOVER INS GROUP INC COM
+$15.0K
106
+382%
增持
PFE
PFIZER INC COM
+$14.6K
860
+219%
增持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$14.2K
2,650
+8%
建仓
—
ALLEGION PLC ORD SHS
+$14.1K
108
建仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$13.9K
300
减持
USB
US BANCORP DEL COM NEW
-$13.9K
353
-41%
建仓
DXCM
DEXCOM INC COM
+$13.7K
200
建仓
HYFI
AB HIGH YIELD ETF
+$13.6K
368
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$13.4K
500
-53%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$13.2K
51
+264%
建仓
IRM
IRON MTN INC DEL COM
+$12.9K
150
建仓
ECG
EVERUS CONSTR GROUP COM
+$12.8K
345
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$12.7K
87
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$12.7K
200
建仓
FBIN
FORTUNE BRANDS INNOVATIONS INC COM
+$12.2K
200
减持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
-$12.0K
1
-100%
建仓
PTRB
PGIM TOTAL RETURN BOND ETF
+$11.9K
285
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$11.9K
149
+3625%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$11.7K
90
+29%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$11.7K
130
-28%
建仓
MCO
MOODYS CORP COM
+$11.6K
25
增持
PANW
PALO ALTO NETWORKS INC COM
+$11.5K
268
+43%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$11.5K
132
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$11.5K
659
+26%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$11.2K
225
增持
AFL
AFLAC INC COM
+$10.7K
126
+294%
减持
NVO
NOVO-NORDISK A S ADR
-$10.6K
205
-29%
建仓
GD
GENERAL DYNAMICS CORP COM
+$10.4K
38
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$10.3K
100
建仓
VLO
VALERO ENERGY CORP COM
+$10.3K
78
减持
SQ
BLOCK INC CL A
-$10.3K
86
-51%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$10.1K
435
+100%
减持
GEN
GEN DIGITAL INC COM
-$10.0K
1,600
-17%
