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GDS Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GDS Wealth Management
报告期 2026-03-31 · CIK 0001940869
持仓数
200
前50大市值合计
$1.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 5
增持 56
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
ISTB
ISHARES TR
-$23.1M
12,409
-98%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$13.1M
407,696
增持
IUSG
ISHARES TR
+$3.4M
174,544
+38%
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
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.7M
518,169
+33%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.6M
16,904
+360%
增持
WMT
WALMART INC
+$2.3M
74,613
+24%
增持
LQD
ISHARES TR
+$2.0M
44,926
+87%
增持
HD
HOME DEPOT INC
+$1.8M
33,202
+24%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.6M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$1.4M
30,112
-3%
增持
HAL
HALLIBURTON CO
-$1.4M
241,723
+4%
增持
AMZN
AMAZON COM INC
+$1.3M
110,953
+4%
增持
USMV
ISHARES TR
+$1.2M
161,250
+20%
增持
GOOGL
ALPHABET INC
+$1.2M
109,060
+2475%
增持
IUSV
ISHARES TR
-$1.0M
579,599
+4%
增持
—
STERIS PLC
+$960.0K
32,998
+50%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$939.0K
518,954
+3%
增持
MSFT
MICROSOFT CORP
+$893.0K
37,098
+23%
减持
SPGI
S&P GLOBAL INC
-$729.0K
16,975
-3%
增持
IEMG
ISHARES INC
-$668.0K
362,342
+9%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$668.0K
11,261
建仓
CL
COLGATE PALMOLIVE CO
+$594.0K
8,455
减持
—
TRANE TECHNOLOGIES PLC
+$587.0K
51,018
-3%
增持
EW
EDWARDS LIFESCIENCES CORP
-$557.0K
62,953
+4%
增持
TJX
TJX COS INC NEW
+$552.0K
52,365
+8%
增持
AAPL
APPLE INC
+$545.0K
62,214
+6%
建仓
CLX
CLOROX CO DEL
+$519.0K
4,039
增持
IQV
IQVIA HLDGS INC
-$463.0K
48,663
+14%
增持
VB
VANGUARD INDEX FDS
+$461.0K
47,133
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$430.0K
20,459
-14%
清仓
ICSH
ISHARES TR
-$330.0K
0
-100%
减持
IEFA
ISHARES TR
-$326.0K
19,729
-15%
增持
IR
INGERSOLL RAND INC
+$325.0K
115,375
+4%
增持
VO
VANGUARD INDEX FDS
+$323.0K
46,733
+9%
减持
EQIX
EQUINIX INC
-$310.0K
2,601
-5%
增持
HDV
ISHARES TR
-$304.0K
149,081
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$289.0K
94,602
+8%
减持
SYF
SYNCHRONY FINANCIAL
-$282.0K
167,231
-8%
增持
ALL
ALLSTATE CORP
+$280.0K
31,360
+10%
建仓
—
EXXON MOBIL CORP
+$259.0K
2,971
增持
IEI
ISHARES TR
+$252.0K
53,656
+9%
减持
PFE
PFIZER INC
-$248.0K
26,653
-1%
减持
—
MEDTRONIC PLC
-$245.0K
7,835
-20%
减持
CME
CME GROUP INC
-$245.0K
7,304
-3%
增持
—
NXP SEMICONDUCTORS N V
+$244.0K
22,445
+8%
增持
CRM
SALESFORCE INC
-$231.0K
64,112
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$208.0K
8,029
+7%
减持
AGG
ISHARES TR
-$208.0K
4,508
-29%
减持
MBB
ISHARES TR
-$169.0K
2,616
-38%
减持
UNP
UNION PAC CORP
-$160.0K
6,338
-3%
增持
JPM
JPMORGAN CHASE & CO
-$148.0K
48,905
+5%
增持
IYF
ISHARES TR
+$138.0K
126,214
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$129.0K
158,258
+9%
增持
AXP
AMERICAN EXPRESS CO
+$128.0K
30,864
+6%
减持
DLR
DIGITAL RLTY TR INC
-$100.0K
3,173
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$94.0K
13,257
-11%
减持
PG
PROCTER AND GAMBLE CO
-$94.0K
5,267
-0%
减持
EFAV
ISHARES TR
-$86.0K
9,142
-5%
增持
—
ASTRAZENECA PLC
-$81.0K
7,411
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$78.0K
3,333
-1%
减持
—
ACCENTURE PLC IRELAND
-$75.0K
2,659
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.0K
3,606
+2%
减持
TRP
TC ENERGY CORP
-$67.0K
5,517
-1%
增持
IAGG
ISHARES TR
+$65.0K
298,764
+4%
减持
D
DOMINION ENERGY INC
-$64.0K
4,235
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$52.0K
958
-15%
增持
LMT
LOCKHEED MARTIN CORP
-$52.0K
1,609
+3%
减持
TD
TORONTO DOMINION BK ONT
-$46.0K
3,305
-13%
减持
EMR
EMERSON ELEC CO
-$46.0K
5,241
-3%
减持
BKNG
BOOKING HOLDINGS INC
-$46.0K
285
-3%
增持
AEP
AMERICAN ELEC PWR CO INC
-$45.0K
5,212
+1%
增持
KO
COCA COLA CO
-$43.0K
13,096
+6%
增持
MCD
MCDONALDS CORP
-$41.0K
3,678
+2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$41.0K
6,500
-4%
减持
HYG
ISHARES TR
-$38.0K
6,730
-4%
增持
IVV
ISHARES TR
+$37.0K
100,405
+6%
减持
IXUS
ISHARES TR
-$37.0K
5,485
-1%
增持
ABT
ABBOTT LABS
-$35.0K
4,143
+3%
增持
TIP
ISHARES TR
+$30.0K
45,055
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$29.0K
2,611
+3%
增持
—
PIONEER NAT RES CO
-$25.0K
36,314
+3%
减持
—
EATON CORP PLC
+$25.0K
11,405
-4%
增持
JNJ
JOHNSON & JOHNSON
-$23.0K
5,432
+6%
增持
SLQD
ISHARES TR
+$23.0K
251,955
+2%
减持
IJR
ISHARES TR
-$22.0K
3,654
-1%
增持
V
VISA INC
-$21.0K
15,563
+10%
增持
AVGO
BROADCOM INC
-$14.0K
7,139
+9%
增持
IGIB
ISHARES TR
-$12.0K
6,219
+2%
增持
ORCL
ORACLE CORP
-$12.0K
3,298
+8%
增持
IVE
ISHARES TR
-$11.0K
2,153
+3%
增持
GOVT
ISHARES TR
-$8.0K
9,702
+1%
增持
IJH
ISHARES TR
-$7.0K
3,190
+2%
增持
IVW
ISHARES TR
-$6.0K
7,426
+3%
增持
MTUM
ISHARES TR
-$2.0K
2,472
+3%
