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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 65
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$59.4M
1,472,046
+205%
减持
HDV
ISHARES TR
-$18.1M
5,315
-97%
增持
IGIB
ISHARES TR
+$17.1M
322,395
+7936%
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
IEF
ISHARES TR
-$14.4M
2,470
-98%
减持
VO
VANGUARD INDEX FDS
-$14.2M
3,198
-95%
减持
VB
VANGUARD INDEX FDS
-$13.3M
2,954
-95%
减持
EW
EDWARDS LIFESCIENCES CORP
-$9.3M
130,674
-33%
增持
LQD
ISHARES TR
+$8.9M
541,408
+11%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$8.9M
437,418
+25%
减持
IUSG
ISHARES TR
-$8.7M
5,334
-93%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.2M
417,977
+24%
减持
HAL
HALLIBURTON CO
-$7.1M
113,386
-63%
减持
XLI
SELECT SECTOR SPDR TR
-$6.8M
1,832
-97%
清仓
XLE
SELECT SECTOR SPDR TR
-$6.3M
0
-100%
增持
WMT
WALMART INC
+$4.3M
270,193
+4%
增持
—
TRANE TECHNOLOGIES PLC
+$3.8M
51,767
+4%
增持
ALL
ALLSTATE CORP
+$3.4M
85,962
+6%
增持
IAGG
ISHARES TR
+$3.4M
572,737
+9%
增持
AXP
AMERICAN EXPRESS CO
+$3.2M
60,237
+6%
增持
FISV
FISERV INC
+$3.2M
72,506
+10%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.2M
103,412
+5%
增持
IDV
ISHARES TR
+$3.0M
866,102
+3%
增持
HD
HOME DEPOT INC
+$3.0M
35,195
+7%
减持
IUSV
ISHARES TR
+$3.0M
452,513
-1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$2.9M
775,683
+13%
增持
DXCM
DEXCOM INC
+$2.9M
135,815
+148%
增持
PFF
ISHARES TR
+$2.9M
558,595
+12%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$2.8M
807,786
+13%
增持
SPGI
S&P GLOBAL INC
+$2.7M
27,358
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
386,308
+13%
增持
AAPL
APPLE INC
+$2.7M
92,753
+3%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.6M
128,800
增持
META
META PLATFORMS INC
+$2.6M
24,910
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.5M
21,539
+9%
建仓
PINS
PINTEREST INC
+$2.5M
77,751
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.4M
342,915
+13%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.4M
8,393
建仓
HQY
HEALTHEQUITY INC
+$2.3M
28,638
建仓
TW
TRADEWEB MKTS INC
+$2.3M
18,744
减持
VTC
VANGUARD SCOTTSDALE FDS
-$2.3M
70,170
-33%
建仓
DECK
DECKERS OUTDOOR CORP
+$2.3M
14,265
增持
IQV
IQVIA HLDGS INC
+$2.3M
54,893
+8%
建仓
QRVO
QORVO INC
+$2.2M
21,016
增持
—
STERIS PLC
+$2.2M
55,155
+8%
建仓
HUBS
HUBSPOT INC
+$2.1M
4,043
增持
IR
INGERSOLL RAND INC
+$2.1M
167,248
+6%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
16,275
+261%
增持
FANG
DIAMONDBACK ENERGY INC
-$2.1M
98,164
+4%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$2.0M
3,772
增持
IVV
ISHARES TR
+$1.9M
35,370
+5%
增持
CRM
SALESFORCE INC
+$1.9M
58,870
+6%
增持
TJX
TJX COS INC NEW
+$1.8M
120,989
+8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.8M
76,701
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
77,416
+6%
减持
USMV
ISHARES TR
+$1.6M
327,034
-3%
减持
TLT
ISHARES TR
-$1.5M
44,451
-31%
增持
V
VISA INC
+$1.5M
42,444
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
80,883
+11%
减持
EL
LAUDER ESTEE COS INC
-$1.4M
61,639
-13%
减持
IYF
ISHARES TR
+$1.3M
147,226
-0%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.3M
199,966
+11%
增持
GOOGL
ALPHABET INC
-$1.2M
114,056
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$996.9K
29,900
-31%
增持
NVDA
NVIDIA CORPORATION
+$965.5K
18,708
+77%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$663.9K
16,967
+261%
增持
MSI
MOTOROLA SOLUTIONS INC
+$595.1K
3,385
+41%
增持
—
NXP SEMICONDUCTORS N V
-$548.6K
55,740
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$546.4K
5,018
+54%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$542.0K
15,806
建仓
TSCO
TRACTOR SUPPLY CO
+$533.6K
1,834
建仓
THC
TENET HEALTHCARE CORP
+$508.2K
3,058
增持
COST
COSTCO WHSL CORP NEW
+$504.4K
1,150
+90%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$499.3K
8,666
建仓
—
SPOTIFY TECHNOLOGY S A
+$497.5K
1,350
建仓
BSX
BOSTON SCIENTIFIC CORP
+$490.1K
5,849
建仓
—
LAM RESEARCH CORP
+$483.9K
593
建仓
TOL
TOLL BROTHERS INC
+$482.3K
3,122
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$477.5K
2,610
建仓
MANH
MANHATTAN ASSOCIATES INC
+$468.2K
1,664
建仓
MPWR
MONOLITHIC PWR SYS INC
+$464.1K
502
建仓
ADI
ANALOG DEVICES INC
+$463.3K
2,013
建仓
NTRA
NATERA INC
+$458.5K
3,612
建仓
OSCR
OSCAR HEALTH INC
+$445.8K
21,019
建仓
FTNT
FORTINET INC
+$444.0K
5,725
建仓
GDDY
GODADDY INC
+$437.3K
2,789
建仓
WELL
WELLTOWER INC
+$437.1K
3,414
建仓
AVAV
AEROVIRONMENT INC
+$425.7K
2,123
建仓
—
WIX COM LTD
+$419.4K
2,509
建仓
SHAK
SHAKE SHACK INC
+$416.8K
4,038
增持
—
ACCENTURE PLC IRELAND
+$298.3K
3,122
+18%
建仓
—
MEDTRONIC PLC
+$271.6K
3,017
清仓
LLY
ELI LILLY & CO
-$239.9K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$236.2K
1,409
清仓
QUAL
ISHARES TR
-$231.6K
0
-100%
增持
MSFT
MICROSOFT CORP
+$230.1K
43,681
+5%
清仓
—
ASML HOLDING N V
-$219.9K
0
-100%
清仓
BA
BOEING CO
-$218.8K
0
-100%
建仓
MHK
MOHAWK INDS INC
+$212.3K
1,321
建仓
CARR
CARRIER GLOBAL CORPORATION
+$206.7K
2,568
清仓
HYG
ISHARES TR
-$206.5K
0
-100%
增持
AMZN
AMAZON COM INC
-$206.1K
118,678
+3%
建仓
LMAT
LEMAITRE VASCULAR INC
+$205.5K
2,212
清仓
AAL
AMERICAN AIRLS GROUP INC
-$200.4K
0
-100%
减持
BTMD
BIOTE CORP
-$192.9K
42,789
-26%
增持
QQQ
INVESCO QQQ TR
+$166.6K
1,158
+39%
增持
VYM
VANGUARD WHITEHALL FDS
+$166.1K
3,090
+59%
增持
VTI
VANGUARD INDEX FDS
+$159.3K
3,800
+11%
清仓
F
FORD MTR CO DEL
-$157.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.7K
2,000
+6%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$143.5K
66,670
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$140.4K
1,402
-4%
增持
MCD
MCDONALDS CORP
+$133.3K
2,504
+1%
减持
—
EXXON MOBIL CORP
-$116.2K
55,916
-4%
减持
CVX
CHEVRON CORP NEW
-$111.7K
1,900
-24%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$87.2K
0
-100%
增持
IJH
ISHARES TR
+$78.9K
14,092
+3%
增持
PLAY
DAVE & BUSTERS ENTMT INC
-$68.1K
15,202
+3%
增持
VTV
VANGUARD INDEX FDS
+$64.8K
1,562
+21%
减持
MET
METLIFE INC
+$60.4K
5,004
-0%
减持
FAST
FASTENAL CO
+$54.5K
6,440
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$53.6K
3,810
-1%
减持
KO
COCA COLA CO
+$52.8K
8,664
-3%
增持
IJR
ISHARES TR
+$52.1K
3,156
+6%
增持
VOO
VANGUARD INDEX FDS
+$51.8K
920
+6%
减持
JNJ
JOHNSON & JOHNSON
+$51.1K
4,032
-2%
减持
AGG
ISHARES TR
-$49.9K
2,651
-19%
减持
PCAR
PACCAR INC
-$49.0K
4,267
-7%
增持
NVO
NOVO-NORDISK A S
-$47.8K
2,030
+0%
增持
AVGO
BROADCOM INC
-$47.2K
10,737
+808%
减持
CME
CME GROUP INC
+$47.0K
3,171
-4%
增持
ACWI
ISHARES TR
+$44.7K
5,339
+1%
清仓
—
NUTEX HEALTH INC
-$44.0K
0
-100%
增持
GOVT
ISHARES TR
+$43.9K
10,440
+17%
减持
—
LINDE PLC
+$43.6K
1,250
-1%
增持
IVE
ISHARES TR
+$37.0K
1,765
+3%
减持
SYF
SYNCHRONY FINANCIAL
-$36.7K
34,305
-7%
减持
ABT
ABBOTT LABS
+$36.7K
4,161
-1%
减持
EMR
EMERSON ELEC CO
-$35.5K
3,886
-7%
减持
—
ASTRAZENECA PLC
-$35.4K
5,709
-7%
减持
MA
MASTERCARD INCORPORATED
+$30.2K
741
-3%
增持
IVW
ISHARES TR
+$29.8K
6,410
+2%
减持
RTX
RTX CORPORATION
+$29.5K
1,936
-5%
增持
MTUM
ISHARES TR
+$29.2K
2,099
+3%
减持
—
EATON CORP PLC
+$28.1K
4,495
-4%
减持
COP
CONOCOPHILLIPS
-$26.6K
2,057
-3%
减持
PLD
PROLOGIS INC.
+$25.7K
2,855
-4%
减持
EQIX
EQUINIX INC
-$21.8K
319
-21%
减持
ORCL
ORACLE CORP
+$21.3K
1,446
-9%
增持
IXUS
ISHARES TR
+$20.9K
3,412
+2%
减持
IEMG
ISHARES INC
+$19.0K
6,217
-2%
