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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 17
减持 84
清仓 46
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$15.1M
239,365
+2%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$7.6M
42,589
-70%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$3.2M
117,726
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。
-4%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.9M
456,535
-2%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.0M
69,805
+11%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.5M
56,302
+9%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$1.4M
6,023
+1209%
建仓
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$995.2K
34,494
减持
STCE
SCHWAB CRYPTO THEMATIC ETF
+$964.5K
59,751
-4%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$819.2K
44,543
-9%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$557.5K
374,627
-2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$384.9K
94,613
+5%
减持
AAPL
APPLE INC COM
-$327.9K
11,769
-5%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$322.6K
4,750
-3%
减持
IAU
ISHARES GOLD TRUST
-$318.5K
115,834
-9%
减持
OEF
ISHARES S&P 100 ETF
+$301.3K
9,027
-0%
增持
MCI
BARINGS CORPORATE INVS COM
-$231.0K
226,071
+3%
减持
NVDA
NVIDIA CORPORATION COM
-$227.4K
5,131
-46%
减持
MSFT
MICROSOFT CORP COM
+$190.7K
2,806
-13%
减持
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
-$186.8K
39,617
-6%
减持
—
EXXON MOBIL CORP COM
-$181.6K
1,780
-43%
减持
AMZN
AMAZON COM INC COM
+$131.5K
6,454
-4%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$109.4K
5,952
-2%
减持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-$95.8K
196,238
-2%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$91.3K
9,346
-19%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$84.6K
1,850
-0%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$81.1K
137,539
+3%
减持
TSLA
TESLA INC COM
+$70.2K
1,369
-3%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$69.3K
0
-100%
减持
META
META PLATFORMS INC CL A
+$66.0K
665
-10%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$61.2K
59
-68%
增持
JPM
JPMORGAN CHASE & CO. COM
+$60.4K
1,277
+1%
减持
HD
HOME DEPOT INC COM
-$60.1K
264
-38%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$57.2K
690
-46%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$54.9K
1,245
-1%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$53.9K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$53.1K
1,241
+5%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$51.9K
2,847
-29%
减持
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
-$51.2K
18,241
-7%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$50.3K
1,491
-21%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$48.7K
16,553
-7%
减持
SPY
SPDR S&P 500 ETF TRUST
-$46.9K
691
-18%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$45.7K
0
-100%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$44.5K
3,188
+51%
清仓
QDPL
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
-$44.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$43.7K
354
-26%
清仓
PSQO
PALMER SQUARE CREDIT OPPORTUNITIES ETF
-$43.4K
0
-100%
减持
LLY
ELI LILLY & CO COM
-$42.8K
372
-8%
清仓
GEN
GEN DIGITAL INC COM
-$42.5K
0
-100%
清仓
JSI
JANUS HENDERSON SECURITIZED INCOME ETF
-$41.5K
0
-100%
减持
MSTR
MICROSTRATEGY INC CL A NEW
-$39.6K
193
-53%
减持
COST
COSTCO WHSL CORP NEW COM
-$38.4K
311
-15%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$38.3K
395
-1%
建仓
IDCC
INTERDIGITAL INC COM
+$37.7K
168
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$37.0K
1,595
-33%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$36.1K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$33.7K
43
-52%
减持
HON
HONEYWELL INTL INC COM
-$33.6K
65
-72%
减持
AVGO
BROADCOM INC COM
+$29.0K
463
-21%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$28.2K
67,719
+3%
减持
NFLX
NETFLIX INC COM
+$27.5K
118
-16%
减持
GOOG
ALPHABET INC CAP STK CL C
+$25.7K
1,652
-3%
减持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$25.3K
13,447
-8%
减持
CSCO
CISCO SYS INC COM
-$24.7K
161
-72%
清仓
TRMB
TRIMBLE INC COM
-$24.4K
0
-100%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$24.0K
6,210
-5%
减持
COP
CONOCOPHILLIPS COM
-$23.0K
145
-58%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$23.0K
476
-4%
清仓
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$22.4K
0
-100%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$22.3K
10,449
-1%
减持
VB
VANGUARD SMALL-CAP ETF
-$21.6K
23
-81%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$21.5K
263
+183%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$20.4K
4
-99%
减持
VHT
VANGUARD HEALTH CARE ETF
-$19.4K
378
-12%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$17.7K
136
-42%
增持
AXP
AMERICAN EXPRESS CO COM
+$17.2K
302
+3%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$17.2K
51
-88%
清仓
NFLT
VIRTUS NEWFLEET MULTI-SECTOR BOND ETF
-$17.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
-$16.5K
1,689
+2%
清仓
DFAR
DIMENSIONAL US REAL ESTATE ETF
-$16.2K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC COM
-$15.2K
0
-100%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$15.2K
517
减持
ADBE
ADOBE INC COM
-$14.9K
19
-67%
减持
THG
HANOVER INS GROUP INC COM
-$14.7K
22
-79%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$14.6K
2,341
-9%
清仓
LPLA
LPL FINL HLDGS INC COM
-$14.4K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$14.0K
200
-22%
清仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$13.9K
0
-100%
清仓
HRL
HORMEL FOODS CORP COM
-$13.8K
0
-100%
清仓
HYFI
AB HIGH YIELD ETF
-$13.6K
0
-100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$13.5K
55
-58%
清仓
—
PENTAIR PLC SHS
-$13.3K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$13.2K
233
+33%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$13.1K
0
-100%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
-$13.0K
0
-100%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$12.9K
0
-100%
清仓
IRM
IRON MTN INC DEL COM
-$12.9K
0
-100%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$12.7K
388
-26%
减持
NEE
NEXTERA ENERGY INC COM
-$12.6K
491
-25%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$12.5K
358
-46%
减持
ABNB
AIRBNB INC COM CL A
-$12.3K
80
-58%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$12.3K
852
-6%
清仓
PTRB
PGIM TOTAL RETURN BOND ETF
-$11.9K
0
-100%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$11.8K
4
-97%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$11.8K
7
-92%
清仓
AIG
AMERICAN INTL GROUP INC COM NEW
-$11.5K
0
-100%
清仓
PULS
PGIM ULTRA SHORT BOND ETF
-$11.2K
0
-100%
减持
—
LINDE PLC SHS
-$11.1K
156
-14%
增持
RTX
RTX CORPORATION COM
+$10.9K
747
+1%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$10.8K
0
-100%
减持
AFL
AFLAC INC COM
-$10.6K
32
-75%
清仓
WY
WEYERHAEUSER CO MTN BE COM NEW
-$10.5K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP COM
-$10.4K
0
-100%
清仓
VLO
VALERO ENERGY CORP COM
-$10.3K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$9.9K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$9.7K
2,928
-22%
清仓
FITB
FIFTH THIRD BANCORP COM
-$9.6K
0
-100%
清仓
CSL
CARLISLE COS INC COM
-$9.5K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$9.5K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$9.5K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$9.4K
2,093
-18%
清仓
HAWX
ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF
-$9.2K
0
-100%
清仓
PHO
INVESCO WATER RESOURCES ETF
-$9.2K
0
-100%
清仓
DOV
DOVER CORP COM
-$9.1K
0
-100%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$9.1K
1,302
-25%
减持
WMB
WILLIAMS COS INC COM
-$9.0K
100
-61%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$9.0K
4
-98%
清仓
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
-$8.8K
0
-100%
清仓
C
CITIGROUP INC COM NEW
-$8.8K
0
-100%
减持
FDX
FEDEX CORP COM
-$8.7K
40
-45%
减持
WMT
WALMART INC COM
-$8.6K
1,339
-16%
减持
WFC
WELLS FARGO CO NEW COM
-$8.6K
66
-66%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$8.5K
1,650
-18%
清仓
MBB
ISHARES MBS ETF
-$8.4K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$8.4K
690
-23%
减持
—
EATON CORP PLC SHS
-$8.2K
38
-53%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$7.9K
0
-100%
减持
GE
GE AEROSPACE COM NEW
-$7.7K
218
-32%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$7.5K
21
-88%
清仓
VPU
VANGUARD UTILITIES ETF
-$7.3K
0
-100%
减持
NVO
NOVO-NORDISK A S ADR
-$7.3K
100
-51%
减持
ABT
ABBOTT LABS COM
-$7.3K
125
-32%
清仓
BX
BLACKSTONE INC COM
-$7.3K
0
-100%
清仓
SMH
VANECK SEMICONDUCTOR ETF
-$7.2K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
-$6.9K
637
+0%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$6.8K
52
-67%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$6.7K
0
-100%
清仓
EMR
EMERSON ELEC CO COM
-$6.7K
0
-100%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$6.7K
0
-100%
减持
CMI
CUMMINS INC COM
-$6.6K
153
-15%
