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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 56
增持 62
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$13.6M
244,257
+2%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$3.4M
3,570
-92%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.0M
470,985
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
STCE
SCHWAB CRYPTO THEMATIC ETF
+$1.6M
57,968
-3%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.5M
73,486
+5%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$1.3M
10,024
+66%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.3M
59,287
+5%
增持
IAU
ISHARES GOLD TRUST
+$1.2M
116,013
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.2M
386,713
+3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.2M
103,739
+10%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$1.0M
59,471
+72%
建仓
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
+$774.3K
41,163
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$766.8K
29,358
+404%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$680.9K
5,499
+16%
建仓
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$672.3K
32,200
建仓
JAVA
JPMORGAN ACTIVE VALUE ETF
+$605.3K
8,778
增持
VUG
VANGUARD GROWTH ETF
+$536.6K
1,250
+774%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$516.4K
204,462
+4%
增持
TSLA
TESLA INC COM
+$515.5K
2,137
+56%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$514.9K
17,689
减持
AAPL
APPLE INC COM
+$489.8K
11,407
-3%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$488.8K
110,167
-6%
增持
VTV
VANGUARD VALUE ETF
+$486.3K
3,894
+187%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$464.0K
43,550
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$419.6K
10,197
+204%
建仓
BSCY
INVESCO BULLETSHARES 2034 CORPORATE BOND ETF
+$411.1K
19,557
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$367.1K
15,407
+521%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$346.6K
70,748
+4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$325.1K
16,745
+472%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$290.0K
2,691
+45%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$282.4K
11,567
+437%
增持
MSFT
MICROSOFT CORP COM
+$265.5K
3,207
+14%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$264.8K
147,692
+7%
建仓
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
+$257.8K
12,531
增持
VB
VANGUARD SMALL-CAP ETF
+$243.4K
979
+4157%
增持
VO
VANGUARD MID-CAP ETF
+$242.8K
855
+2750%
增持
NVDA
NVIDIA CORPORATION COM
+$187.9K
5,352
+4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$183.3K
1,755
+37%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$182.9K
2,449
+5%
增持
ABBV
ABBVIE INC COM
+$181.4K
985
+291%
建仓
PDI
PIMCO DYNAMIC INCOME FD SHS
+$178.4K
9,010
建仓
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$177.1K
2,445
建仓
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$162.8K
3,555
建仓
CSM
PROSHARES LARGE CAP CORE PLUS
+$160.1K
2,090
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$150.8K
15,419
+48%
建仓
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$147.2K
7,525
清仓
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$144.2K
0
-100%
建仓
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$142.8K
3,722
清仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$121.1K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$109.0K
1,687
+36%
增持
MCI
BARINGS CORPORATE INVS COM
-$109.0K
230,622
+2%
建仓
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$107.0K
2,520
建仓
IAPR
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL
+$101.2K
3,365
建仓
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$100.4K
2,529
建仓
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$100.0K
2,380
增持
CSCO
CISCO SYS INC COM
+$97.0K
1,581
+882%
增持
CVX
CHEVRON CORP NEW COM
+$95.3K
798
+299%
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$91.6K
4,375
增持
AFL
AFLAC INC COM
+$87.5K
813
+2441%
建仓
VFC
V F CORP COM
+$81.7K
5,660
建仓
SO
SOUTHERN CO COM
+$77.8K
821
增持
JNJ
JOHNSON & JOHNSON COM
+$77.4K
1,809
+7%
建仓
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
+$74.8K
1,817
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$73.6K
151
+156%
减持
GOOG
ALPHABET INC CAP STK CL C
+$68.2K
1,483
-10%
增持
AVGO
BROADCOM INC COM
+$67.1K
590
+27%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
+$64.6K
5,527
建仓
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$64.0K
1,559
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$60.5K
439
减持
AMZN
AMAZON COM INC COM
-$58.1K
6,184
-4%
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$58.0K
242
建仓
SBUX
STARBUCKS CORP COM
+$55.0K
650
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$54.4K
742
+134%
建仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$53.9K
562
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
+$53.6K
4,702
减持
AFRM
AFFIRM HLDGS INC COM CL A
-$53.1K
814
-50%
增持
WM
WASTE MGMT INC DEL COM
+$51.8K
364
+191%
增持
MMM
3M CO COM
+$50.9K
945
+50%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$49.8K
965
+1792%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$49.7K
8,121
-13%
增持
WMT
WALMART INC COM
+$49.2K
1,748
+31%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$48.8K
1,298
+5%
建仓
SPGI
S&P GLOBAL INC COM
+$47.2K
97
建仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
+$44.2K
1,968
建仓
PKG
PACKAGING CORP AMER COM
+$43.6K
200
增持
CAT
CATERPILLAR INC COM
+$42.3K
331
+11%
减持
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
-$41.1K
16,326
-10%
减持
IVV
ISHARES CORE S&P 500 ETF
+$40.8K
879
-0%
建仓
JFR
NUVEEN FLOATING RATE INCOME FD COM
+$39.7K
4,850
增持
META
META PLATFORMS INC CL A
+$38.7K
721
+8%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$38.5K
16,235
-2%
增持
MRK
MERCK & CO INC COM
+$37.5K
559
+370%
减持
—
EXXON MOBIL CORP COM
-$36.6K
1,378
-23%
建仓
WELL
WELLTOWER INC COM
+$35.6K
200
建仓
VLO
VALERO ENERGY CORP COM
+$34.1K
200
增持
ENB
ENBRIDGE INC COM
+$33.8K
964
+195%
减持
WTPI
WISDOMTREE EQUITY PREMIUM INCOME FUND
-$32.5K
499
-67%
建仓
IJUN
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE
+$32.1K
1,130
建仓
PIM
PUTNAM MASTER INTER INCOME TR SH BEN INT
+$31.7K
9,220
建仓
VPU
VANGUARD UTILITIES ETF
+$31.1K
164
增持
INTC
INTEL CORP COM
+$31.0K
1,173
+214%
增持
—
LINDE PLC SHS
+$30.9K
219
+40%
建仓
PPL
PPL CORP COM
+$29.7K
800
减持
LLY
ELI LILLY & CO COM
-$29.0K
342
-8%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$28.8K
1,093
-27%
建仓
OKE
ONEOK INC NEW COM
+$28.8K
394
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$28.4K
314
-11%
建仓
DTE
DTE ENERGY CO COM
+$28.3K
200
增持
SDY
SPDR S&P DIVIDEND ETF
+$27.7K
217
+985%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$26.4K
680
+740%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$23.3K
1,274
-44%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$22.7K
170
+2329%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$22.3K
1,099
-31%
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$21.4K
164
建仓
PML
PIMCO MUN INCOME FD II COM
+$21.0K
2,652
建仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$19.5K
445
建仓
IOO
ISHARES GLOBAL 100 ETF
+$19.3K
161
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$19.2K
2,266
+8%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$19.1K
281
增持
COST
COSTCO WHSL CORP NEW COM
-$19.0K
312
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$18.9K
230
+36%
建仓
PMM
PUTNAM MANAGED MUN INCOME TR COM
+$18.8K
3,105
减持
LMT
LOCKHEED MARTIN CORP COM
+$18.4K
613
-1%
减持
MSTR
STRATEGY INC CL A NEW
-$17.1K
189
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$17.0K
832
+1%
减持
CI
THE CIGNA GROUP COM
-$16.8K
115
-24%
建仓
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$16.1K
354
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$15.5K
1,599
-28%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$15.4K
231
+54%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$15.4K
5,688
-4%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$15.3K
2,422
-7%
减持
SPY
SPDR S&P 500 ETF TRUST
-$15.2K
618
-11%
减持
BA
BOEING CO COM
-$14.5K
33
-68%
建仓
FE
FIRSTENERGY CORP COM
+$14.4K
315
建仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$14.3K
24
建仓
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
+$14.3K
1,067
增持
HD
HOME DEPOT INC COM
+$13.8K
273
+3%
建仓
STZ
CONSTELLATION BRANDS INC CL A
+$13.5K
100
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$13.5K
160
清仓
NRIM
NORTHRIM BANCORP INC COM
-$13.4K
0
-100%
增持
—
DUPONT DE NEMOURS INC COM
+$12.4K
222
+208%
建仓
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$12.3K
676
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$12.2K
799
-6%
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
+$11.6K
717
建仓
STWD
STARWOOD PPTY TR INC COM
+$11.6K
600
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$11.4K
896
+13%
建仓
KIO
KKR INCOME OPPORTUNITIES FD COM
+$11.4K
903
建仓
DTM
DT MIDSTREAM INC COMMON STOCK
+$11.3K
100
增持
PEP
PEPSICO INC COM
+$11.3K
447
+15%
减持
VHT
VANGUARD HEALTH CARE ETF
-$11.1K
319
-16%
