13FBOX
Global Wealth Strategies & Associates · 13F 持仓分析
期权收益计算器 机构排行

Global Wealth Strategies & Associates

No.4104 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.28亿
环比变动 Q1 2026
+$1.21亿+29.6%
持仓股票数
97
新买入
4
加仓
60
减仓
29
清仓
442
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
27.44%30.06%$1.45亿21.1万股$1.22亿20.5万股+6,034股+2.95%加仓
IiShares安硕信托IEFA
9.22%10.83%$4,865.9万50.4万股$4,406.9万48.7万股+1.7万股+3.50%加仓
I景顺·NASDAQ 100 ETFQQQM
6.76%6.59%$3,564.4万11.8万股$2,680.5万11.3万股+4,842股+4.29%加仓
V先锋领航·TOTALBND
6.22%7.86%$3,280.9万44.7万股$3,198.3万43.4万股+1.3万股+2.91%加仓
B贝莱德ETF信托DYNF
4.86%5.08%$2,566.2万37.7万股$2,068.8万35.6万股+2.2万股+6.11%加仓
V先锋领航·SPECIALIZED FUNDSVIG
4.78%5.08%$2,521.3万10.7万股$2,067.3万9.6万股+1.0万股+10.85%加仓
I景顺QQQ信托VOO
4.14%0.71%$2,185.0万3.0万股$289.7万5,019股+2.5万股+491.17%加仓
IiShares安硕·COREIJR
2.96%0.03%$1,562.3万10.5万股$11.5万923股+10.4万股+11,312.78%加仓
SSPDR行业精选信托XLK
2.76%0.22%$1,453.7万7.6万股$91.5万6,884股+6.9万股+1,008.35%加仓
B贝莱德·ETF TRUST IIBINC
2.65%3.16%$1,399.4万26.7万股$1,285.4万24.8万股+2.0万股+8.01%加仓
IiShares安硕信托GVI
2.43%3.04%$1,283.0万11.9万股$1,237.8万11.7万股+2,612股+2.24%加仓
S嘉信·USSCHA
2.19%2.04%$1,158.0万32.1万股$831.4万28.6万股+3.5万股+12.10%加仓
IiShares黄金信托IAU
1.81%2.6%$953.8万12.6万股$1,057.4万12.0万股+6,377股+5.32%加仓
F富达·MERRIMACK STR TRFSEC
1.77%2.03%$934.1万21.3万股$827.4万18.9万股+2.4万股+12.89%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.69%1.08%$889.4万1.4万股$439.1万1.3万股+520股+3.89%加仓
亚马逊AMZN
1.51%0.3%$794.9万3.3万股$122.3万5,872股+2.7万股+467.97%加仓
V先锋领航国际股票指数基金VPL
1.49%1.44%$785.3万6.8万股$585.4万6.0万股+7,978股+13.32%加仓
V先锋领航·FSTEVWO
1.37%1.45%$725.2万12.2万股$588.4万10.9万股+1.3万股+11.61%加仓
BBARINGS CORPORATE INVSMCI
1%1.21%$526.4万30.0万股$494.5万28.7万股+1.3万股+4.51%加仓
S嘉信策略信托STCE
0.81%0.75%$427.6万6.1万股$306.7万5.9万股+2,127股+3.60%加仓
VisaV
0.76%0.02%$400.8万1.2万股$9.5万313股+1.1万股+3,632.27%加仓
IiShares安硕·MSCIQUAL
0.73%0.97%$387.1万1.8万股$395.4万2.1万股-2,971股-14.41%减仓
CCOLUMBIA ETF TR INJNK
0.7%0.83%$367.0万17.6万股$337.4万16.5万股+1.2万股+7.24%加仓
苹果AAPL
0.61%0.71%$319.8万1.1万股$289.8万1.1万股-366股-3.21%减仓
IiShares安硕·S&P 100 ETFIWO
0.56%0.63%$296.2万8,095股$256.0万8,049股+46股+0.57%加仓
宣伟SHW
0.5%0.6%$264.6万7,684股$246.2万7,680股+4股+0.05%加仓
摩根大通JPM
0.5%0.12%$262.7万8,027股$47.9万1,627股+6,400股+393.36%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.43%0.53%$226.8万2.0万股$214.2万1.6万股+3,476股+21.61%加仓
IiShares安硕信托MTUM
0.41%0.47%$215.2万6,277股$189.7万7,902股-1,625股-20.56%减仓
G通用动力VTI
0.32%0.09%$169.4万4,579股$38.4万1,197股+3,382股+282.54%加仓
SSPDR标普500 ETFSPY
0.3%0.35%$160.7万2,152股$143.6万2,208股-56股-2.54%减仓
F第一信托·UST NATURAL GAS ETFFCG
0.3%0.12%$157.6万5.9万股$49.8万1.6万股+4.4万股+276.98%加仓
英伟达NVDA
0.29%0.31%$151.0万7,548股$127.1万7,286股+262股+3.60%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.28%<0.01%$145.2万2,065股$8,63514股+2,051股+14,650.00%加仓
微软MSFT
0.26%0.33%$137.8万3,694股$135.2万3,654股+40股+1.09%加仓
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.25%$132.5万2.1万股$00股+2.1万股新买入
B贝莱德ETF信托BAI
0.21%0.17%$109.0万2.1万股$69.1万2.1万股-284股-1.35%减仓
F第一信托·UST LONG/SHORT EQUITY ETFFTLS
0.19%0.22%$102.4万1.4万股$90.0万1.3万股+1,085股+8.48%加仓
特斯拉TSLA
0.17%0.19%$89.6万2,130股$78.0万2,097股+33股+1.57%加仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
0.17%0.24%$89.2万3.4万股$96.3万3.2万股+2,494股+7.82%加仓
谷歌AGOOGL
0.16%0.16%$84.9万2,375股$65.4万2,273股+102股+4.49%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.15%0.19%$80.8万2.4万股$75.9万2.6万股-2,174股-8.34%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.14%0.17%$76.3万5,210股$68.1万5,318股-108股-2.03%减仓
SSPDR道富系列信托XNTK
0.14%0.12%$74.2万1,900股$48.5万1,900股00.00%持仓不变
J摩根大通交易所交易基金JEPQ
0.13%0.14%$69.2万1.1万股$58.0万1.0万股+799股+7.64%加仓
IiShares安硕信托TLT
0.13%0.33%$68.4万7,918股$133.6万1.5万股-7,496股-48.63%减仓
IiShares安硕信托IVV
0.12%0.14%$61.1万815股$55.6万851股-36股-4.23%减仓
Q高通QCOM
0.11%0.1%$57.5万3,114股$39.9万3,101股+13股+0.42%加仓
IiShares安硕·RUSSELLIWB
0.11%0.12%$56.7万1,385股$47.3万1,327股+58股+4.37%加仓
V先锋领航·FTSEVEA
0.11%0.13%$56.0万7,860股$53.0万8,268股-408股-4.93%减仓

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