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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 63
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$6.4M
248,751
+2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.6M
489,052
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.2M
404,199
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。
+5%
减持
STCE
SCHWAB CRYPTO THEMATIC ETF
-$1.2M
56,356
-3%
减持
IAU
ISHARES GOLD TRUST
+$928.3K
115,444
-0%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$882.4K
41,094
-6%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$748.2K
75,729
+3%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$746.6K
61,608
+4%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$570.6K
108,465
+5%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$548.9K
10,847
+8%
增持
MCI
BARINGS CORPORATE INVS COM
-$320.8K
246,111
+7%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$302.3K
106,445
-3%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$300.8K
75,993
+7%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$289.3K
2,826
+15%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$276.9K
7,192
+167%
减持
VTV
VANGUARD VALUE ETF
-$265.6K
2,412
-38%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$263.9K
68,932
+16%
减持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
-$257.0K
12,377
-24%
建仓
HIMU
ISHARES HIGH YIELD MUNI ACTIVE ETF
+$255.8K
5,254
减持
VUG
VANGUARD GROWTH ETF
-$248.4K
719
-42%
建仓
SPYI
NEOS S&P 500 HIGH INCOME ETF
+$229.2K
4,364
减持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
-$221.2K
29,365
-29%
减持
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
-$219.8K
31,075
-19%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$218.5K
35,416
+21%
减持
VO
VANGUARD MID-CAP ETF
-$186.0K
225
-74%
减持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
-$176.8K
23,738
-26%
增持
LLY
ELI LILLY & CO COM
+$166.8K
398
+16%
减持
AAPL
APPLE INC COM
+$156.8K
11,260
-1%
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$154.6K
5,870
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$152.0K
5,127
-7%
减持
VB
VANGUARD SMALL-CAP ETF
-$151.7K
377
-61%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$144.7K
154,138
+4%
减持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$144.4K
10,055
-21%
增持
AMZN
AMAZON COM INC COM
+$141.8K
6,497
+5%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$139.0K
7,556
-26%
增持
RTX
RTX CORPORATION COM
+$135.4K
1,420
+90%
建仓
ORCL
ORACLE CORP COM
+$121.8K
625
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$120.2K
750
+200%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$116.1K
21,310
+20%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$107.6K
208,323
+2%
减持
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
-$102.8K
12,302
-25%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$101.4K
2,490
-30%
增持
ABBV
ABBVIE INC COM
+$100.1K
1,437
+46%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-$92.8K
165
-93%
增持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$91.2K
5,982
+61%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$90.2K
1,575
增持
MSFT
MICROSOFT CORP COM
-$86.4K
3,256
+2%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$83.4K
5,306
-7%
减持
BSCY
INVESCO BULLETSHARES 2034 CORPORATE BOND ETF
-$80.5K
15,725
-20%
减持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$78.7K
5,629
-38%
增持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
+$74.8K
489
+6886%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$74.3K
4,527
-25%
减持
GOOG
ALPHABET INC CAP STK CL C
+$72.9K
1,384
-7%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$72.0K
557
+77%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$69.0K
3,994
-47%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$68.9K
7,480
-15%
增持
JNJ
JOHNSON & JOHNSON COM
+$63.6K
1,928
+7%
增持
V
VISA INC COM CL A
+$62.7K
313
+127%
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
+$61.0K
3,647
+42%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$60.5K
0
-100%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$57.7K
1,483
-51%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$56.2K
75
-50%
增持
SPY
SPDR S&P 500 ETF TRUST
+$54.1K
683
+11%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$53.7K
7,216
-11%
减持
MSTR
STRATEGY INC CL A NEW
-$53.3K
50
-74%
减持
OEF
ISHARES S&P 100 ETF
+$52.3K
8,177
-1%
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$50.4K
2,390
-33%
建仓
BIZD
VANECK BDC INCOME ETF
+$50.2K
3,541
建仓
IRM
IRON MTN INC DEL COM
+$49.8K
600
减持
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
-$48.9K
10,139
-19%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$48.1K
1,362
-46%
增持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$46.1K
402
+3920%
增持
COST
COSTCO WHSL CORP NEW COM
+$43.3K
385
+23%
增持
CAT
CATERPILLAR INC COM
+$43.2K
351
+6%
增持
—
EXXON MOBIL CORP COM
+$42.3K
1,642
+19%
增持
META
META PLATFORMS INC CL A
-$42.3K
738
+2%
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$38.8K
503
+12475%
增持
NFLX
NETFLIX INC COM
-$37.4K
1,110
+841%
增持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
+$37.1K
796
+229%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
+$37.0K
3,904
增持
MRK
MERCK & CO INC COM
+$35.8K
786
+41%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$35.6K
1,727
+2%
建仓
WES
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
+$35.0K
887
建仓
HTD
HANCOCK JOHN TAX-ADVANTAGED DI COM
+$34.2K
1,445
增持
ABT
ABBOTT LABS COM
+$32.9K
426
+178%
增持
WM
WASTE MGMT INC DEL COM
+$32.5K
514
+41%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$32.2K
10,331
-11%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$31.7K
2,964
+196%
增持
KO
COCA COLA CO COM
+$31.5K
1,830
+26%
增持
PEP
PEPSICO INC COM
+$31.1K
654
+46%
清仓
VPU
VANGUARD UTILITIES ETF
-$31.1K
0
-100%
增持
FDX
FEDEX CORP COM
+$31.0K
140
+250%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$31.0K
2,343
+3%
减持
NVDA
NVIDIA CORPORATION COM
-$29.9K
5,194
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$29.5K
944
+99%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$29.0K
444
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$28.4K
493
-55%
减持
JPM
JPMORGAN CHASE & CO. COM
-$28.3K
1,630
-7%
减持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
-$27.8K
866
-44%
建仓
BSCZ
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
+$27.8K
1,335
建仓
DOMO
DOMO INC COM CL B
+$27.5K
3,267
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$27.4K
330
+94%
增持
CME
CME GROUP INC COM
+$27.3K
108
+1250%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$26.2K
1,300
-7%
清仓
KNF
KNIFE RIVER CORP COMMON STOCK
-$26.1K
0
-100%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$25.2K
90
-85%
建仓
ZTS
ZOETIS INC CL A
+$25.2K
200
增持
PFE
PFIZER INC COM
+$24.7K
1,767
+134%
增持
CL
COLGATE PALMOLIVE CO COM
+$23.6K
400
+300%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$23.0K
250
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$22.6K
1,392
+44%
建仓
BAC
BANK AMERICA CORP COM
+$22.0K
400
增持
MDLZ
MONDELEZ INTL INC CL A
+$22.0K
648
+213%
减持
HD
HOME DEPOT INC COM
-$21.8K
258
-5%
增持
PML
PIMCO MUN INCOME FD II COM
+$20.2K
5,465
+106%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$20.2K
200
增持
TGT
TARGET CORP COM
+$19.6K
292
+192%
建仓
PBA
PEMBINA PIPELINE CORP COM
+$19.0K
500
建仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT FD SHS
+$19.0K
1,245
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$19.0K
2,975
-37%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$18.7K
15,437
-8%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$18.5K
454
+4440%
减持
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
-$17.1K
3,954
-28%
减持
WELL
WELLTOWER INC COM
-$17.1K
100
-50%
清仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
-$16.9K
0
-100%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$15.4K
744
-7%
建仓
DX
DYNEX CAP INC COM
+$14.9K
1,066
建仓
CTO
CTO RLTY GROWTH INC NEW COM
+$14.7K
798
建仓
EOS
EATON VANCE ENHANCED EQUITY IN COM
+$14.6K
625
减持
T
AT&T INC COM
-$14.5K
3,993
-1%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$14.5K
500
+150%
建仓
IOCT
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
+$14.1K
405
减持
—
LINDE PLC SHS
-$14.1K
211
-4%
建仓
KMI
KINDER MORGAN INC DEL COM
+$13.7K
500
增持
ARCC
ARES CAPITAL CORP COM
+$13.7K
709
+2116%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$13.4K
14,623
-5%
建仓
VTRS
VIATRIS INC COM
+$12.4K
1,000
减持
IVV
ISHARES CORE S&P 500 ETF
-$12.1K
841
-4%
增持
ENB
ENBRIDGE INC COM
+$11.8K
1,264
+31%
减持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-$11.6K
5
-99%
建仓
WTRG
ESSENTIAL UTILS INC COM
+$11.5K
300
建仓
BANX
ARROWMARK FINANCIAL CORP COM
+$11.2K
511
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$11.1K
810
-3%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$11.1K
4
-97%
减持
MDU
MDU RES GROUP INC COM
-$11.1K
690
-50%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$11.1K
2,432
+123%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$11.0K
2,194
-13%
增持
CVX
CHEVRON CORP NEW COM
+$10.8K
884
+11%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$10.7K
72
+53%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$10.5K
111
+5450%
