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GLOBALT Investments LLC / GA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GLOBALT Investments LLC / GA
报告期 2026-03-31 · CIK 0002011891
持仓数
202
前50大市值合计
$2.47B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 63
增持 11
减持 16
清仓 60
方向
标的
Δ市值
现股数(环比)
建仓
SPTS
SPDR SERIES TRUST
+$295.8M
10,136,473
建仓
SPTI
SPDR SERIES TRUST
+$169.8M
5,924,374
清仓
—
SPDR Portfolio Intermediate Te
-$162.1M
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。
建仓
SPTL
SPDR SERIES TRUST
+$146.3M
5,563,987
清仓
—
SPDR Portfolio Long Term Trea
-$134.4M
0
-100%
清仓
—
SPDR Portfolio Short Term Trea
-$130.0M
0
-100%
清仓
—
SPDR Gold Shares
-$83.5M
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$79.5M
1,733,147
清仓
—
The Utilities Select Sector SP
-$71.5M
0
-100%
建仓
IBTH
ISHARES TR
+$67.3M
2,998,377
建仓
GLD
SPDR GOLD TR
+$63.6M
147,877
清仓
—
iShares iBonds Dec 2027 Term T
-$63.6M
0
-100%
清仓
—
VanEck Gold Miners ETF
-$60.6M
0
-100%
建仓
IBTO
ISHARES TR
+$58.8M
2,411,272
清仓
—
iShares Silver Trust
-$57.2M
0
-100%
清仓
—
iShares iBonds Dec 2033 Term T
-$55.6M
0
-100%
建仓
CWI
SPDR INDEX SHS FDS
+$54.0M
1,476,355
清仓
—
SPDR MSCI ACWI ex-US ETF
-$50.7M
0
-100%
建仓
SPTB
SPDR SERIES TRUST
+$50.2M
1,659,459
清仓
—
SPDR Portfolio Treasury ETF
-$47.5M
0
-100%
减持
IWP
ISHARES TR
-$46.1M
46,275
-88%
建仓
GDX
VANECK ETF TRUST
+$45.1M
491,235
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$33.9M
568,683
清仓
—
Vanguard Intmdt-Term Trs ETF
-$32.1M
0
-100%
清仓
—
Broadcom Inc
-$30.4M
0
-100%
清仓
—
Alphabet Inc A
-$30.0M
0
-100%
建仓
GOOGL
ALPHABET INC
+$28.3M
98,388
增持
IWF
ISHARES TR
-$27.9M
940,582
+4%
清仓
—
NVIDIA Corp
-$26.1M
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$24.7M
141,671
建仓
AVGO
BROADCOM INC
+$24.0M
77,554
清仓
—
JPMorgan Chase & Co
-$21.9M
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$19.3M
65,655
增持
IWD
ISHARES TR
+$19.0M
1,749,104
+4%
建仓
SLV
ISHARES SILVER TR
+$15.7M
230,378
清仓
—
Meta Platforms Inc Cl A
-$13.1M
0
-100%
建仓
—
EXXON MOBIL CORP
+$12.4M
72,918
建仓
META
META PLATFORMS INC
+$11.4M
19,936
建仓
T
AT&T INC
+$9.6M
330,398
建仓
ENB
ENBRIDGE INC
+$9.3M
171,131
清仓
—
AT&T Inc
-$9.2M
0
-100%
清仓
—
Exxon Mobil Corp
-$9.0M
0
-100%
清仓
—
Eaton Corp PLC
-$8.8M
0
-100%
清仓
—
Enbridge Inc
-$8.4M
0
-100%
清仓
—
Waste Management Inc
-$8.4M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$8.3M
63,024
增持
MSFT
MICROSOFT CORP
-$7.7M
71,278
+1%
清仓
—
Duke Energy Corp
-$7.7M
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$7.5M
150,386
建仓
WM
WASTE MGMT INC DEL
+$7.4M
32,308
清仓
—
Mastercard Inc A
-$7.1M
0
-100%
建仓
MRK
MERCK & CO INC
+$7.0M
58,226
建仓
NEE
NEXTERA ENERGY INC
+$6.5M
70,123
清仓
—
Visa Inc Class A
-$6.4M
0
-100%
清仓
—
Merck & Co Inc
-$6.3M
0
-100%
清仓
—
Verizon Communications Inc
-$6.2M
0
-100%
建仓
—
EATON CORP PLC
+$6.0M
16,782
建仓
MA
MASTERCARD INCORPORATED
+$6.0M
11,977
建仓
—
ASTRAZENECA PLC
+$5.9M
29,788
清仓
—
ASTRAZENECA PLC
-$5.7M
0
-100%
清仓
—
NextEra Energy Inc
-$5.7M
0
-100%
清仓
—
AbbVie Inc
-$5.7M
0
-100%
建仓
V
VISA INC
+$5.5M
18,147
增持
GLW
CORNING INC
+$5.4M
94,494
+12%
建仓
ABBV
ABBVIE INC
+$5.3M
24,461
清仓
—
Tesla Inc
-$5.0M
0
-100%
清仓
—
Palantir Technologies Inc Cl A
-$4.8M
0
-100%
清仓
—
Dell Technologies Inc Cl C
-$4.8M
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$4.6M
31,649
减持
PG
PROCTER & GAMBLE CO
-$4.6M
4,979
-87%
清仓
—
Netflix Inc
-$4.4M
0
-100%
清仓
—
Travelers Companies Inc
-$4.4M
0
-100%
清仓
—
TKO Group Holdings Inc Cl A
-$4.4M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$4.4M
5,165
清仓
—
Intuitive Surgical Inc
-$4.2M
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$4.2M
14,394
建仓
TSLA
TESLA INC
+$4.2M
11,191
建仓
TKO
TKO GROUP HOLDINGS INC
+$4.2M
20,586
建仓
MO
ALTRIA GROUP INC
+$4.1M
61,979
建仓
APA
APA CORPORATION
+$4.0M
93,581
清仓
—
Uber Technologies Inc
-$3.9M
0
-100%
建仓
ORCL
ORACLE CORP
+$3.8M
25,730
增持
YUM
YUM BRANDS INC
+$3.7M
29,215
+445%
增持
IWS
ISHARES TR
+$3.7M
252,907
+8%
清仓
—
Altria Group Inc
-$3.7M
0
-100%
清仓
—
HP Inc
-$3.6M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$3.5M
48,265
建仓
ISRG
INTUITIVE SURGICAL INC
+$3.5M
7,499
清仓
—
Oracle Corp
-$3.4M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$3.3M
65,603
清仓
—
Applovin Corp Cl A
-$3.3M
0
-100%
建仓
EQIX
EQUINIX INC
+$3.3M
3,337
建仓
NFLX
NETFLIX INC.
+$3.0M
31,360
建仓
HPQ
HP INC
+$3.0M
156,083
建仓
GAP
GAP INC
+$3.0M
123,166
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.9M
31,620
清仓
—
O'Reilly Automotive Inc
-$2.9M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$2.8M
25,122
-37%
建仓
GOOG
ALPHABET INC
+$2.8M
9,749
清仓
—
Alphabet Inc Class C
-$2.8M
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.8M
7,044
清仓
—
iShares US Treasury Bond ETF
-$2.7M
0
-100%
建仓
GOVT
ISHARES TR
+$2.7M
118,125
清仓
—
Seagate Technology Hldngs PLC
-$2.7M
0
-100%
建仓
WELL
WELLTOWER INC
+$2.6M
13,126
增持
WMT
WALMART INC
+$2.6M
111,657
+10%
清仓
—
WisdomTree US Quality Dividend
-$2.6M
0
-100%
清仓
—
Equinix Inc
-$2.5M
0
-100%
建仓
DGRW
WISDOMTREE TR
+$2.5M
28,262
减持
TLT
ISHARES TR
-$2.4M
57,005
-32%
减持
ABT
ABBOTT LABORATORIES
-$2.3M
62,329
-11%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$2.2M
2,214
清仓
—
Vertex Pharmaceuticals Inc
-$2.2M
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$2.1M
4,773
减持
WFC
WELLS FARGO & CO
-$2.1M
115,180
-4%
减持
CVX
CHEVRON CORPORATION
+$2.0M
39,383
-2%
清仓
—
Costco Wholesale Corp
-$1.9M
0
-100%
增持
LLY
ELI LILLY & CO
-$1.9M
14,815
+3%
减持
NEM
NEWMONT CORP
-$1.8M
23,465
-47%
减持
JNJ
JOHNSON & JOHNSON
+$1.8M
53,610
-2%
减持
BAC
BANK AMERICA CORP
-$1.7M
230,352
-2%
清仓
—
UnitedHealth Group Inc
-$1.7M
0
-100%
清仓
—
Samsara Inc Cl A
-$1.7M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$1.6M
17,951
-28%
清仓
—
Royal Caribbean Group
-$1.5M
0
-100%
建仓
IOT
SAMSARA INC
+$1.5M
48,006
建仓
—
ROYAL CARIBBEAN GROUP
+$1.5M
5,478
增持
AMGN
AMGEN INC
+$1.5M
28,345
+9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.5M
22,847
-4%
建仓
SDY
SPDR SERIES TRUST
+$1.5M
10,035
清仓
—
SPDR S&P Dividend ETF
-$1.4M
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.4M
8,522
建仓
COWZ
PACER FDS TR
+$1.4M
22,068
增持
IWM
ISHARES TR
+$1.4M
248,730
+1%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.4M
5,020
清仓
—
Capital One Financial Corp
-$1.3M
0
-100%
清仓
—
Pacer US Cash Cows 100 ETF
-$1.3M
0
-100%
减持
VIRT
VIRTU FINL INC
+$1.3M
131,326
-2%
清仓
—
Goldman Sachs Group Inc
-$1.3M
0
-100%
建仓
FCX
FREEPORT MCMORAN INC
+$1.3M
21,521
建仓
APP
APPLOVIN CORP
+$1.3M
3,158
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
503,040
+4%
清仓
—
Linde PLC
-$1.2M
0
-100%
减持
ADI
ANALOG DEVICES INC
+$1.1M
27,986
-2%
减持
MS
MORGAN STANLEY
-$1.1M
59,057
-3%
清仓
—
American Tower Corp
-$1.1M
0
-100%
建仓
AMT
AMERICAN TOWER CORP
+$1.1M
6,443
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
17,824
-3%
建仓
ZTS
ZOETIS INC
+$1.1M
9,182
清仓
—
Zoetis Inc Class A
-$1.1M
0
-100%