GWN SECURITIES INC.
Palm Beach Gardens FL · SEC CIK 0001265905
$5.23亿2026Q1 申报市值
462持仓数
16.2%前十大占比 · 第一大 2.5%
55 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BJAN 加仓+$159.24万
IGV 新建仓+$132.02万
VTI 加仓+$120.67万
PVAL 新建仓+$116.80万
BND 加仓+$104.65万
2026Q1 卖出最多 按季末市值估算
SUB 减仓-$125.94万
SHV 减仓-$113.10万
ICSH 减仓-$88.19万
EFA 减仓-$67.49万
IWM 减仓-$62.45万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $68.63万 | 0.13% | 4,424 | -8 | -0.2% | -$1,241 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $69.30万 | 0.13% | 5,291 | 5,291 | — | $69.30万 | 新建仓 |
| MTUM | ISHARES TR | $69.34万 | 0.13% | 2,888 | 436 | 17.8% | $10.47万 | 加仓 |
| ALTO | ALTO INGREDIENTS INC | $69.90万 | 0.13% | 144,421 | 13,244 | 10.1% | $6.41万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $70.13万 | 0.13% | 2,320 | 44 | 1.9% | $1.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.15万 | 0.13% | 10,947 | 708 | 6.9% | $4.54万 | 加仓 |
| — | EA SERIES TRUST | $71.33万 | 0.14% | 15,206 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $71.62万 | 0.14% | 846 | 65 | 8.3% | $5.50万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $72.05万 | 0.14% | 13,499 | 69 | 0.5% | $3,683 | 加仓 |
| D | DOMINION ENERGY INC | $72.07万 | 0.14% | 11,657 | 1,087 | 10.3% | $6.72万 | 加仓 |
| NTR | NUTRIEN LTD | $72.17万 | 0.14% | 9,563 | 9,563 | — | $72.17万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $72.59万 | 0.14% | 3,891 | 180 | 4.9% | $3.36万 | 加仓 |
| VDE | VANGUARD WORLD FD | $73.31万 | 0.14% | 4,235 | -122 | -2.8% | -$2.11万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $73.71万 | 0.14% | 7,844 | 566 | 7.8% | $5.32万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $74.04万 | 0.14% | 7,389 | 7,389 | — | $74.04万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $74.06万 | 0.14% | 12,545 | 2,463 | 24.4% | $14.54万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $74.80万 | 0.14% | 12,856 | -554 | -4.1% | -$3.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.06万 | 0.14% | 3,513 | 664 | 23.3% | $14.19万 | 加仓 |
| PLD | PROLOGIS INC. | $75.37万 | 0.14% | 5,702 | 292 | 5.4% | $3.86万 | 加仓 |
| HDV | ISHARES TR | $76.09万 | 0.15% | 5,606 | 259 | 4.8% | $3.52万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.09万 | 0.15% | 4,602 | -332 | -6.7% | -$5.49万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $76.13万 | 0.15% | 26,187 | 6,491 | 33.0% | $18.87万 | 加仓 |
| IWR | ISHARES TR | $76.20万 | 0.15% | 7,837 | -280 | -3.4% | -$2.72万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $77.48万 | 0.15% | 29,481 | -650 | -2.2% | -$1.71万 | 减仓 |
| EFV | ISHARES TR | $77.73万 | 0.15% | 10,455 | 744 | 7.7% | $5.53万 | 加仓 |
| SGOV | ISHARES TR | $78.09万 | 0.15% | 7,757 | -26 | -0.3% | -$2,617 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $78.13万 | 0.15% | 7,558 | -3,110 | -29.2% | -$32.15万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $79.12万 | 0.15% | 17,342 | -8,072 | -31.8% | -$36.83万 | 减仓 |
| GE | GE AEROSPACE | $79.24万 | 0.15% | 2,792 | 274 | 10.9% | $7.78万 | 加仓 |
| PSX | PHILLIPS 66 | $79.51万 | 0.15% | 4,364 | -148 | -3.3% | -$2.70万 | 减仓 |
| EQIX | EQUINIX INC | $80.01万 | 0.15% | 816 | 89 | 12.2% | $8.73万 | 加仓 |
| PSFF | PACER FDS TR | $80.07万 | 0.15% | 24,987 | -105 | -0.4% | -$3,365 | 减仓 |
| — | CAMBRIA ETF TR | $80.14万 | 0.15% | 22,403 | 15 | 0.1% | $537 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $80.38万 | 0.15% | 22,389 | 5,464 | 32.3% | $19.62万 | 加仓 |
| HYG | ISHARES TR | $81.03万 | 0.16% | 10,184 | -2,547 | -20.0% | -$20.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.78万 | 0.16% | 31,913 | 900 | 2.9% | $2.31万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $82.14万 | 0.16% | 24,725 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $82.49万 | 0.16% | 7,594 | 1,743 | 29.8% | $18.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $82.69万 | 0.16% | 5,653 | 1,769 | 45.5% | $25.88万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $82.98万 | 0.16% | 12,064 | 1,697 | 16.4% | $11.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $83.47万 | 0.16% | 4,253 | 572 | 15.5% | $11.23万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $84.02万 | 0.16% | 17,508 | 56 | 0.3% | $2,687 | 加仓 |
| SPLB | SPDR SERIES TRUST | $84.07万 | 0.16% | 37,833 | 2,281 | 6.4% | $5.07万 | 加仓 |
| PAAA | PGIM ETF TR | $84.51万 | 0.16% | 16,512 | 16,512 | — | $84.51万 | 新建仓 |
| IAU | ISHARES GOLD TR | $84.90万 | 0.16% | 9,630 | -740 | -7.1% | -$6.52万 | 减仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $85.42万 | 0.16% | 33,380 | 33,380 | — | $85.42万 | 新建仓 |
| BJUN | INNOVATOR ETFS TRUST | $86.65万 | 0.17% | 18,733 | 348 | 1.9% | $1.61万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $86.78万 | 0.17% | 18,812 | 8,542 | 83.2% | $39.41万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $87.50万 | 0.17% | 12,252 | -57 | -0.5% | -$4,071 | 减仓 |
| AMGN | AMGEN INC | $87.90万 | 0.17% | 2,498 | -40 | -1.6% | -$1.41万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.32万 | 0.17% | 17,593 | -12,106 | -40.8% | -$60.78万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $88.82万 | 0.17% | 11,508 | 1,487 | 14.8% | $11.48万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $88.89万 | 0.17% | 23,392 | 3,420 | 17.1% | $13.00万 | 加仓 |
| PFF | ISHARES TR | $89.50万 | 0.17% | 29,518 | 690 | 2.4% | $2.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $90.96万 | 0.17% | 912 | 36 | 4.1% | $3.59万 | 加仓 |
| AFL | AFLAC INC | $91.43万 | 0.17% | 8,333 | -69 | -0.8% | -$7,570 | 减仓 |
| — | EA SERIES TRUST | $91.77万 | 0.18% | 25,176 | 17,158 | 214.0% | $62.54万 | 加仓 |
| BBLU | EA SERIES TRUST | $93.05万 | 0.18% | 63,041 | 780 | 1.3% | $1.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $94.23万 | 0.18% | 4,632 | 1,021 | 28.3% | $20.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.27万 | 0.18% | 15,543 | 405 | 2.7% | $2.46万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $94.84万 | 0.18% | 31,095 | 7,383 | 31.1% | $22.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $94.95万 | 0.18% | 11,474 | 6,933 | 152.7% | $57.37万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $96.38万 | 0.18% | 19,731 | 571 | 3.0% | $2.79万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.71万 | 0.19% | 30,916 | 319 | 1.0% | $9,978 | 加仓 |
| VUG | VANGUARD INDEX FDS | $96.83万 | 0.19% | 2,216 | 257 | 13.1% | $11.23万 | 加仓 |
| TJX | TJX COS INC NEW | $97.06万 | 0.19% | 6,077 | 303 | 5.2% | $4.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $97.13万 | 0.19% | 6,558 | 91 | 1.4% | $1.35万 | 加仓 |
| IUSB | ISHARES TR | $99.34万 | 0.19% | 21,506 | 3,285 | 18.0% | $15.17万 | 加仓 |
| CSX | CSX CORP | $100.13万 | 0.19% | 24,392 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $100.17万 | 0.19% | 17,771 | 1,142 | 6.9% | $6.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $100.46万 | 0.19% | 19,033 | -310 | -1.6% | -$1.64万 | 减仓 |
| MTZ | MASTEC INC | $100.61万 | 0.19% | 3,127 | 444 | 16.5% | $14.29万 | 加仓 |
| SHYD | VANECK ETF TRUST | $101.99万 | 0.20% | 45,010 | 17,914 | 66.1% | $40.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.16万 | 0.20% | 35,069 | -11,293 | -24.4% | -$32.90万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $102.19万 | 0.20% | 33,982 | 1,355 | 4.2% | $4.07万 | 加仓 |
| — | EA SERIES TRUST | $103.82万 | 0.20% | 14,414 | 659 | 4.8% | $4.75万 | 加仓 |
| LQD | ISHARES TR | $105.04万 | 0.20% | 9,638 | -670 | -6.5% | -$7.30万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $105.05万 | 0.20% | 33,757 | 938 | 2.9% | $2.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.56万 | 0.20% | 4,395 | 752 | 20.6% | $18.23万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $108.57万 | 0.21% | 43,586 | 170 | 0.4% | $4,235 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $108.59万 | 0.21% | 5,349 | 262 | 5.2% | $5.32万 | 加仓 |
| VFH | VANGUARD WORLD FD | $109.20万 | 0.21% | 9,037 | -148 | -1.6% | -$1.79万 | 减仓 |
| MO | ALTRIA GROUP INC | $110.37万 | 0.21% | 16,725 | -33 | -0.2% | -$2,178 | 减仓 |
| — | EXXON MOBIL CORP | $110.80万 | 0.21% | 6,530 | -535 | -7.6% | -$9.08万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $112.24万 | 0.21% | 6,838 | 950 | 16.1% | $15.59万 | 加仓 |
| RTX | RTX CORPORATION | $112.70万 | 0.22% | 5,842 | -201 | -3.3% | -$3.88万 | 减仓 |
| AGG | ISHARES TR | $115.23万 | 0.22% | 11,607 | -2,340 | -16.8% | -$23.23万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $116.80万 | 0.22% | 25,173 | 25,173 | — | $116.80万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $117.42万 | 0.22% | 47,347 | 1,500 | 3.3% | $3.72万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $123.10万 | 0.24% | 11,472 | 245 | 2.2% | $2.63万 | 加仓 |
| V | VISA INC | $125.46万 | 0.24% | 4,150 | 1,539 | 58.9% | $46.53万 | 加仓 |
| CAT | CATERPILLAR INC | $126.26万 | 0.24% | 1,782 | 179 | 11.2% | $12.68万 | 加仓 |
| IJH | ISHARES TR | $129.51万 | 0.25% | 19,177 | 20 | 0.1% | $1,351 | 加仓 |
| ARTY | ISHARES TR | $129.84万 | 0.25% | 27,904 | -44 | -0.2% | -$2,047 | 减仓 |
| ILCG | ISHARES TR | $130.19万 | 0.25% | 13,635 | 62 | 0.5% | $5,920 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $130.34万 | 0.25% | 27,126 | 7,092 | 35.4% | $34.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $130.97万 | 0.25% | 14,101 | -379 | -2.6% | -$3.52万 | 减仓 |
| IGV | ISHARES TR | $132.02万 | 0.25% | 16,491 | 16,491 | — | $132.02万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $134.99万 | 0.26% | 6,276 | 19 | 0.3% | $4,087 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $135.36万 | 0.26% | 4,006 | -120 | -2.9% | -$4.05万 | 减仓 |