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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 57
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
-$33.7M
204,711
-18%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$20.7M
355,591
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$11.1M
20,612
-73%
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。
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$8.4M
7,902
-81%
建仓
FSEC
FIDELITY INVESTMENT GRADE SECURITIZED ETF
+$8.3M
188,729
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$7.9M
285,898
+1855%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$7.1M
96,128
+56%
建仓
VPL
VANGUARD FTSE PACIFIC ETF
+$5.9M
59,903
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$5.8M
108,862
+7721%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$5.3M
15,414
-80%
增持
NLR
VANECK URANIUM AND NUCLEAR ETF
+$2.1M
16,083
+94506%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.0M
434,311
+7%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$1.9M
247,530
+19%
减持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
-$1.6M
20,966
-70%
增持
IAU
ISHARES GOLD TRUST
+$1.2M
119,941
+4%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$1.1M
13,360
+23%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$970.2K
2,208
+223%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$760.0K
116,606
+8%
建仓
FCG
FIRST TRUST NATURAL GAS ETF
+$497.9K
15,711
增持
MCI
BARINGS CORPORATE INVS COM
+$477.9K
286,823
+17%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$396.3K
26,056
-26%
增持
QCOM
QUALCOMM INC COM
+$365.0K
3,101
+1443%
增持
VB
VANGUARD SMALL-CAP ETF
+$338.4K
1,663
+341%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$318.1K
486,786
-0%
增持
STCE
SCHWAB CRYPTO THEMATIC ETF
-$312.2K
59,003
+5%
增持
NVDA
NVIDIA CORPORATION COM
+$302.0K
7,286
+40%
减持
AMZN
AMAZON COM INC COM
-$276.7K
5,872
-10%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$252.5K
5,019
-2%
减持
OEF
ISHARES S&P 100 ETF
-$244.5K
8,049
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$231.2K
2,273
-20%
建仓
IBRX
IMMUNITYBIO INC COM
+$222.6K
29,020
增持
MSFT
MICROSOFT CORP COM
-$222.5K
3,654
+12%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$217.1K
13,571
-36%
增持
MUST
COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
+$197.6K
164,522
+7%
减持
TSLA
TESLA INC COM
-$177.9K
2,097
-2%
建仓
IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
+$174.5K
4,250
增持
AAPL
APPLE INC COM
-$163.7K
11,417
+1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$158.3K
322
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$143.4K
968
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$125.9K
5,968
-42%
减持
VUG
VANGUARD GROWTH ETF
-$124.2K
519
-28%
增持
BIZD
VANECK BDC INCOME ETF
+$123.1K
13,541
+282%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$120.5K
6,884
-4%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$116.7K
112,808
+6%
减持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
-$116.6K
23,391
-20%
增持
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
+$116.2K
31,877
+3%
增持
BLK
BLACKROCK INC COM
+$106.7K
180
+190%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$106.6K
440
+14%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$106.3K
5,995
-20%
清仓
IAPR
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL
-$103.8K
0
-100%
建仓
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$100.6K
2,024
减持
GOOG
ALPHABET INC CAP STK CL C
-$96.9K
1,176
-15%
增持
—
EXXON MOBIL CORP COM
+$87.1K
1,678
+2%
增持
KO
COCA COLA CO COM
+$86.6K
2,821
+54%
减持
META
META PLATFORMS INC CL A
-$83.1K
706
-4%
增持
YUM
YUM BRANDS INC COM
+$79.3K
867
+136%
减持
LLY
ELI LILLY & CO COM
-$78.2K
380
-5%
增持
JNJ
JOHNSON & JOHNSON COM
+$74.5K
1,937
+0%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$69.9K
354
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$68.7K
1,827
+6%
增持
AMT
AMERICAN TOWER CORP COM
+$68.5K
563
+245%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$66.9K
12,290
-20%
建仓
WAT
WATERS CORP COM
+$64.9K
218
清仓
AFRM
AFFIRM HLDGS INC COM CL A
-$60.6K
0
-100%
增持
CVS
CVS HEALTH CORP COM
+$58.6K
938
+745%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$57.7K
8,268
+9%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$56.4K
361
+244%
清仓
IDCC
INTERDIGITAL INC COM
-$53.5K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$52.9K
487
-13%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$51.8K
535
-29%
建仓
TRIN
TRINITY CAP INC COM
+$50.2K
3,410
减持
XNTK
STATE STREET SPDR NYSE TECHNOLOGY ETF
-$49.9K
1,900
-1%
减持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$49.3K
3,047
-16%
增持
CAT
CATERPILLAR INC COM
+$49.1K
353
+1%
减持
JPM
JPMORGAN CHASE & CO COM
-$46.6K
1,627
-0%
增持
PAYX
PAYCHEX INC COM
+$45.7K
518
+2778%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$45.6K
311
-77%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$45.3K
5,318
+0%
清仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
-$44.9K
0
-100%
减持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
-$43.2K
21,970
-7%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$43.1K
2,043
-18%
增持
DIS
DISNEY WALT CO COM
+$42.0K
442
+8740%
建仓
ZYME
ZYMEWORKS INC COM
+$40.9K
1,635
减持
CVX
CHEVRON CORPORATION COM
+$40.7K
848
-4%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$40.1K
1,197
-5%
减持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
-$38.7K
4
-99%
建仓
HSY
HERSHEY CO COM
+$38.0K
183
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$37.8K
923
+44%
增持
MMM
3M CO COM
+$37.2K
1,290
+38%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
-$37.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$36.2K
774
-4%
减持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
-$35.4K
4,990
-17%
减持
BSCY
INVESCO BULLETSHARES 2034 CORPORATE BOND ETF
-$35.1K
14,276
-9%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$35.0K
425
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$34.9K
1,680
-30%
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED DI COM
-$34.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$33.3K
140
+900%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$31.9K
7,870
+34%
减持
ORCL
ORACLE CORP COM
-$30.6K
620
-1%
减持
ABBV
ABBVIE INC COM
-$30.1K
1,371
-5%
减持
NFLX
NETFLIX INC. COM
-$26.2K
810
-27%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$26.0K
176
+7%
增持
CSCO
CISCO SYS INC COM
+$25.3K
1,844
+21%
增持
TIP
ISHARES TIPS BOND ETF
+$24.9K
235
+2511%
增持
YUMC
YUM CHINA HLDGS INC COM
+$24.8K
865
+137%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$24.6K
7,417
+3%
减持
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
-$24.3K
800
-27%
减持
MA
MASTERCARD INCORPORATED CL A
-$24.2K
108
-21%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$23.0K
0
-100%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$22.8K
214
增持
VTV
VANGUARD VALUE ETF
+$22.1K
2,460
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$21.8K
15,193
-1%
清仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
-$21.7K
0
-100%
清仓
TWLO
TWILIO INC CL A
-$21.3K
0
-100%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$21.3K
12,791
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
-$20.1K
851
+1%
减持
WMT
WALMART INC COM
+$20.1K
1,604
-0%
清仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
-$20.0K
0
-100%
建仓
JNUG
DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF
+$19.9K
100
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$19.9K
568
+97%
减持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$19.6K
692
-13%
建仓
PENN
PENN ENTERTAINMENT INC COM
+$19.5K
1,300
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$19.3K
250
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT FD SHS
-$19.0K
0
-100%
增持
VHT
VANGUARD HEALTH CARE ETF
+$18.2K
404
+27%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$17.8K
2,066
-15%
减持
IQV
IQVIA HLDGS INC COM
-$17.2K
55
-53%
增持
—
LINDE PLC SHS
+$17.1K
216
+2%
增持
AXP
AMERICAN EXPRESS CO COM
-$17.1K
286
+2%
增持
PFE
PFIZER INC COM
+$17.0K
2,171
+23%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$17.0K
399
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$16.7K
1,812
-17%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$16.4K
0
-100%
清仓
HPQ
HP INC COM
-$15.9K
0
-100%
减持
FTNT
FORTINET INC COM
-$15.7K
1,800
-12%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$15.6K
1,691
-43%
清仓
DX
DYNEX CAP INC COM
-$14.9K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$14.9K
59
+5%
清仓
CTO
CTO RLTY GROWTH INC NEW COM
-$14.7K
0
-100%
清仓
EOS
EATON VANCE ENHANCED EQUITY IN COM
-$14.6K
0
-100%
清仓
ARCC
ARES CAPITAL CORP COM
-$14.3K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$14.2K
403
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$14.2K
1,510
-11%
建仓
TCHP
T. ROWE PRICE BLUE CHIP GROWTH ETF
+$14.2K
321
清仓
IOCT
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
-$14.1K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$13.4K
206
-16%
清仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$12.9K
0
-100%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$12.8K
111
增持
AVGO
BROADCOM INC COM
-$12.4K
587
+5%
增持
IWB
ISHARES RUSSELL 1000 ETF
-$12.3K
1,327
+2%
