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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 114 项
建仓 14
增持 51
减持 47
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$27.0M
64,553
-95%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$24.7M
326,553
清仓
IEI
ISHARES TR
-$7.5M
0
-100%
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
IUSV
ISHARES TR
+$3.1M
496,166
+3%
增持
AMZN
AMAZON COM INC
+$3.0M
96,984
+4%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$2.8M
72,158
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$2.8M
74,485
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$2.8M
74,774
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$2.8M
84,661
增持
IVV
ISHARES TR
+$2.6M
57,072
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.0M
31,682
+48%
增持
AAPL
APPLE INC
+$1.9M
60,484
+1%
增持
GOOGL
ALPHABET INC
+$1.8M
89,789
+4%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$1.7M
304,203
+9%
增持
LQD
ISHARES TR
+$1.6M
357,605
+6%
增持
MSFT
MICROSOFT CORP
+$1.6M
27,977
+2%
增持
USMV
ISHARES TR
+$1.6M
308,733
+5%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.5M
930,944
+6%
增持
EL
LAUDER ESTEE COS INC
+$1.5M
39,046
+55%
增持
—
STERIS PLC
+$1.4M
33,695
+4%
增持
META
META PLATFORMS INC
+$1.1M
9,864
+19%
增持
SPGI
S&P GLOBAL INC
+$1.1M
15,924
+3%
增持
IYF
ISHARES TR
+$1.1M
143,756
+6%
增持
VO
VANGUARD INDEX FDS
+$1.0M
55,882
+5%
增持
IR
INGERSOLL RAND INC
+$994.9K
108,465
+4%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$993.8K
151,199
-13%
增持
JPM
JPMORGAN CHASE & CO
+$976.0K
49,008
+4%
增持
HDV
ISHARES TR
+$963.2K
176,148
+7%
增持
VB
VANGUARD INDEX FDS
+$953.8K
57,507
+4%
增持
WMT
WALMART INC
+$882.4K
65,838
+3%
增持
IAGG
ISHARES TR
+$866.3K
387,916
+4%
增持
IUSG
ISHARES TR
+$832.5K
14,864
+113%
增持
—
NXP SEMICONDUCTORS N V
+$817.7K
34,169
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$755.5K
68,998
+2%
增持
FISV
FISERV INC
+$737.1K
32,258
+9%
增持
TJX
TJX COS INC NEW
+$704.0K
67,046
+5%
减持
ALL
ALLSTATE CORP
-$698.2K
54,529
-9%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$632.9K
397,723
+10%
增持
CRM
SALESFORCE INC
+$632.8K
42,088
+2%
增持
AXP
AMERICAN EXPRESS CO
+$625.7K
35,543
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$604.4K
434,386
+4%
减持
IQV
IQVIA HLDGS INC
+$597.0K
33,890
-4%
增持
XLI
SELECT SECTOR SPDR TR
+$577.3K
38,981
+9%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$569.7K
377,806
+10%
增持
HD
HOME DEPOT INC
+$551.3K
21,355
+4%
增持
V
VISA INC
+$551.1K
21,873
+6%
增持
IDV
ISHARES TR
+$546.4K
798,225
+7%
增持
—
PIONEER NAT RES CO
+$543.0K
32,680
+7%
增持
PFF
ISHARES TR
+$532.8K
269,259
+8%
增持
HAL
HALLIBURTON CO
+$528.3K
201,262
+4%
增持
—
TRANE TECHNOLOGIES PLC
+$499.9K
34,854
+4%
增持
IEF
ISHARES TR
+$494.8K
87,166
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$363.0K
10,098
+6%
清仓
SCHG
SCHWAB STRATEGIC TR
-$362.1K
0
-100%
建仓
ROL
ROLLINS INC
+$344.6K
8,045
增持
—
EXXON MOBIL CORP
+$335.5K
5,817
+121%
建仓
COP
CONOCOPHILLIPS
+$332.3K
3,207
建仓
CVX
CHEVRON CORP NEW
+$306.7K
1,949
增持
XLE
SELECT SECTOR SPDR TR
+$296.4K
44,863
+11%
减持
AVGO
BROADCOM INC
+$259.3K
1,168
-1%
建仓
ORCL
ORACLE CORP
+$252.5K
2,120
建仓
SCHF
SCHWAB STRATEGIC TR
+$245.1K
6,874
建仓
VOO
VANGUARD INDEX FDS
+$241.9K
594
建仓
GOOG
ALPHABET INC
+$241.8K
1,999
增持
—
NUTEX HEALTH INC
+$226.0K
560,025
+5500%
建仓
—
CRESTWOOD EQUITY PARTNERS LP
+$211.8K
8,000
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$204.5K
2,587
减持
SYF
SYNCHRONY FINANCIAL
-$178.1K
53,305
-22%
减持
ABBV
ABBVIE INC
-$131.5K
2,362
-16%
减持
EW
EDWARDS LIFESCIENCES CORP
-$130.7K
83,558
-14%
减持
—
EATON CORP PLC
+$115.4K
5,790
-5%
减持
PFE
PFIZER INC
-$85.0K
13,248
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.6K
1,094
+12%
减持
IEFA
ISHARES TR
-$64.4K
14,308
-7%
减持
CME
CME GROUP INC
-$59.2K
4,153
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$54.4K
3,119
-8%
增持
FAST
FASTENAL CO
+$49.1K
7,915
+2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$46.3K
4,924
-3%
减持
KO
COCA COLA CO
-$40.9K
12,372
-2%
减持
HYG
ISHARES TR
-$39.7K
4,986
-9%
减持
JNJ
JOHNSON & JOHNSON
+$38.2K
4,603
-1%
减持
ABT
ABBOTT LABS
+$36.0K
4,812
-0%
减持
—
LINDE PLC
+$35.4K
1,407
-0%
减持
IVW
ISHARES TR
+$32.7K
7,255
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$26.6K
4,633
-15%
增持
MA
MASTERCARD INCORPORATED
+$26.3K
830
+0%
减持
EFAV
ISHARES TR
-$26.0K
6,905
-5%
增持
IJR
ISHARES TR
+$26.0K
3,851
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$24.1K
1,568
-1%
减持
PCAR
PACCAR INC
+$23.2K
6,058
-8%
减持
MET
METLIFE INC
-$19.3K
7,333
-2%
减持
SLQD
ISHARES TR
-$18.3K
6,093
-5%
减持
IEMG
ISHARES INC
-$18.2K
11,253
-4%
减持
—
ASTRAZENECA PLC
+$15.0K
7,233
-0%
减持
IGIB
ISHARES TR
-$14.9K
4,620
-5%
减持
UNP
UNION PAC CORP
-$14.5K
3,113
-4%
减持
IJH
ISHARES TR
+$14.5K
3,133
-3%
减持
ACWI
ISHARES TR
+$13.3K
5,614
-3%
减持
IXUS
ISHARES TR
-$9.5K
4,492
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$9.3K
10,486
-0%
减持
PLD
PROLOGIS INC.
-$9.0K
3,428
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$8.6K
2,268
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
+$7.7K
3,891
-0%
减持
GOVT
ISHARES TR
-$7.7K
9,680
-1%
增持
—
TILRAY BRANDS INC
-$7.4K
18,026
+29%
减持
AGG
ISHARES TR
-$6.6K
3,123
-0%
减持
EMR
EMERSON ELEC CO
+$4.0K
4,588
-3%
减持
IVE
ISHARES TR
+$4.0K
2,063
-5%
减持
MCD
MCDONALDS CORP
-$3.6K
3,274
-7%
减持
PG
PROCTER AND GAMBLE CO
+$2.5K
5,216
-2%
减持
KMB
KIMBERLY-CLARK CORP
+$2.1K
2,321
-2%
减持
MTUM
ISHARES TR
+$2.0K
2,420
-3%
减持
EQIX
EQUINIX INC
+$1.6K
748
-8%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1K
144
-2%
