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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 104 项
建仓 14
增持 25
减持 64
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$28.5M
804,951
+409%
增持
LQD
ISHARES TR
+$19.6M
229,687
+411%
建仓
IDV
ISHARES TR
+$18.7M
690,037
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
IEMG
ISHARES INC
-$14.8M
16,741
-95%
减持
IUSG
ISHARES TR
-$13.1M
10,693
-94%
减持
IVV
ISHARES TR
-$12.9M
60,088
-40%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$9.3M
167,592
+1388%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$8.3M
111,378
建仓
PFF
ISHARES TR
+$8.1M
265,873
增持
USMV
ISHARES TR
+$6.1M
231,988
+44%
减持
AMZN
AMAZON COM INC
-$4.8M
91,561
-17%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.2M
709,466
+37%
减持
GOOGL
ALPHABET INC
-$3.2M
82,266
-25%
减持
SLQD
ISHARES TR
-$3.0M
186,942
-26%
减持
HAL
HALLIBURTON CO
+$3.0M
226,383
-6%
增持
HDV
ISHARES TR
+$2.8M
157,303
+6%
减持
HD
HOME DEPOT INC
-$2.8M
20,272
-39%
减持
IUSV
ISHARES TR
+$2.7M
551,751
-5%
减持
AVGO
BROADCOM INC
-$2.5M
1,192
-83%
建仓
XLI
SELECT SECTOR SPDR TR
+$2.1M
21,530
建仓
XLE
SELECT SECTOR SPDR TR
+$2.1M
24,075
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.9M
305,777
-25%
增持
—
NXP SEMICONDUCTORS N V
+$1.9M
32,663
+46%
减持
—
TRANE TECHNOLOGIES PLC
-$1.8M
32,978
-35%
建仓
FISV
FISERV INC
+$1.7M
16,350
增持
VO
VANGUARD INDEX FDS
+$1.6M
50,856
+9%
增持
VB
VANGUARD INDEX FDS
+$1.5M
52,263
+11%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
49,196
+1%
增持
IAGG
ISHARES TR
+$1.5M
334,197
+12%
增持
IYF
ISHARES TR
+$1.4M
132,061
+5%
增持
TJX
TJX COS INC NEW
+$1.4M
58,411
+12%
减持
CRM
SALESFORCE INC
-$1.4M
59,102
-8%
减持
TIP
ISHARES TR
-$1.1M
34,365
-24%
增持
V
VISA INC
+$1.1M
18,374
+18%
减持
IR
INGERSOLL RAND INC
+$977.4K
114,227
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$960.4K
82,595
+31%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$896.6K
487,838
-6%
增持
ALL
ALLSTATE CORP
+$740.8K
34,261
+9%
减持
EL
LAUDER ESTEE COS INC
+$701.9K
29,031
-4%
增持
—
STERIS PLC
+$683.5K
33,410
+1%
减持
SYF
SYNCHRONY FINANCIAL
-$659.9K
123,376
-26%
增持
AXP
AMERICAN EXPRESS CO
+$658.4K
32,639
+6%
增持
IEI
ISHARES TR
+$574.7K
58,375
+9%
减持
WMT
WALMART INC
+$545.1K
72,093
-3%
减持
AAPL
APPLE INC
-$519.1K
62,179
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$508.8K
8,608
+7%
减持
SPGI
S&P GLOBAL INC
+$439.0K
16,785
-1%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$430.7K
12,154
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$374.5K
18,671
+10%
减持
EQIX
EQUINIX INC
-$369.1K
1,696
-35%
减持
MSFT
MICROSOFT CORP
-$329.5K
34,653
-7%
建仓
VOO
VANGUARD INDEX FDS
+$307.8K
876
清仓
D
DOMINION ENERGY INC
-$293.0K
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$284.0K
8,482
建仓
MA
MASTERCARD INCORPORATED
+$261.5K
752
减持
CME
CME GROUP INC
-$249.6K
6,211
-15%
建仓
DGRO
ISHARES TR
+$208.7K
4,173
建仓
PM
PHILIP MORRIS INTL INC
+$206.1K
2,036
建仓
NEE
NEXTERA ENERGY INC
+$202.4K
2,421
减持
UNP
UNION PAC CORP
-$183.3K
5,079
-20%
减持
IQV
IQVIA HLDGS INC
+$182.9K
43,916
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$171.0K
1,630
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$168.0K
84,950
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$153.7K
15,820
-23%
减持
—
MEDTRONIC PLC
-$145.1K
6,278
-20%
增持
PG
PROCTER AND GAMBLE CO
+$141.0K
5,318
+1%
增持
MCD
MCDONALDS CORP
+$129.5K
3,713
+1%
建仓
—
NUTEX HEALTH INC
+$126.7K
66,683
减持
MSI
MOTOROLA SOLUTIONS INC
-$97.4K
5,272
-19%
减持
KO
COCA COLA CO
+$94.3K
13,022
-1%
减持
—
ASTRAZENECA PLC
+$93.5K
7,367
-1%
减持
CL
COLGATE PALMOLIVE CO
+$71.2K
8,443
-0%
减持
ORCL
ORACLE CORP
+$64.8K
3,252
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.6K
3,489
-3%
减持
PFE
PFIZER INC
-$62.8K
21,531
-19%
减持
IJH
ISHARES TR
+$60.3K
3,139
-2%
减持
—
EATON CORP PLC
-$58.4K
9,319
-18%
减持
DLR
DIGITAL RLTY TR INC
-$54.4K
2,599
-18%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$52.9K
10,522
-21%
增持
MTUM
ISHARES TR
+$51.2K
2,571
+4%
减持
IEFA
ISHARES TR
+$51.0K
17,684
-10%
减持
ABT
ABBOTT LABS
+$50.0K
4,108
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$40.3K
5,174
-1%
减持
AGG
ISHARES TR
-$40.2K
4,060
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$34.6K
2,463
-6%
减持
ISTB
ISHARES TR
-$34.0K
11,585
-7%
减持
IVE
ISHARES TR
+$29.2K
2,111
-2%
减持
—
PIONEER NAT RES CO
+$27.9K
34,550
-5%
减持
IJR
ISHARES TR
+$26.6K
3,652
-0%
减持
—
ACCENTURE PLC IRELAND
+$23.7K
2,652
-0%
减持
ACWI
ISHARES TR
+$23.0K
5,950
-4%
减持
EFAV
ISHARES TR
+$19.7K
8,503
-7%
减持
HYG
ISHARES TR
-$18.3K
6,271
-7%
减持
IGIB
ISHARES TR
-$18.2K
5,691
-8%
减持
MBB
ISHARES TR
-$13.9K
2,438
-7%
减持
TRP
TC ENERGY CORP
-$11.9K
5,271
-4%
减持
JNJ
JOHNSON & JOHNSON
-$6.4K
4,985
-8%
减持
—
EXXON MOBIL CORP
+$5.8K
2,401
-19%
减持
KMB
KIMBERLY-CLARK CORP
-$5.5K
2,722
-18%
减持
IVW
ISHARES TR
-$3.4K
7,293
-2%
减持
GOVT
ISHARES TR
-$3.3K
9,583
-1%
减持
FAST
FASTENAL CO
+$2.6K
7,789
-2%
减持
IXUS
ISHARES TR
+$2.3K
4,860
-11%
减持
BKNG
BOOKING HOLDINGS INC
+$1.6K
233
-18%
