GWN SECURITIES INC.
Palm Beach Gardens FL · SEC CIK 0001265905
$5.98亿2026Q2 申报市值
486持仓数
16.7%前十大占比 · 第一大 2.9%
62 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$214.04万
AWK 加仓+$211.32万
AMT 新建仓+$197.68万
BJUL 加仓+$144.29万
ICSH 加仓+$119.00万
2026Q2 卖出最多 按季末市值估算
SYY 清仓-$239.90万
LW 清仓-$185.48万
DELL 减仓-$140.40万
CAH 减仓-$110.92万
CASY 减仓-$84.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | $69.11万 | 0.12% | 17,188 | -344 | -2.0% | -$1.38万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $69.14万 | 0.12% | 4,148 | 371 | 9.8% | $6.18万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $69.69万 | 0.12% | 7,734 | 7,734 | — | $69.69万 | 新建仓 |
| GARP | ISHARES TR | $70.58万 | 0.12% | 8,550 | -50 | -0.6% | -$4,127 | 减仓 |
| HSBC | HSBC HLDGS PLC | $70.71万 | 0.12% | 7,437 | -432 | -5.5% | -$4.11万 | 减仓 |
| UNM | UNUM GROUP | $70.80万 | 0.12% | 7,920 | 243 | 3.2% | $2.17万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $71.15万 | 0.12% | 4,740 | 505 | 11.9% | $7.58万 | 加仓 |
| EQIX | EQUINIX INC | $72.05万 | 0.12% | 691 | -125 | -15.3% | -$13.03万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $72.48万 | 0.12% | 18,562 | 18,562 | — | $72.48万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.00万 | 0.12% | 6,343 | 690 | 12.2% | $8.05万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $74.01万 | 0.12% | 3,996 | 279 | 7.5% | $5.17万 | 加仓 |
| PSX | PHILLIPS 66 | $74.18万 | 0.12% | 4,388 | 24 | 0.5% | $4,057 | 加仓 |
| WELL | WELLTOWER INC | $74.34万 | 0.12% | 3,275 | -155 | -4.5% | -$3.52万 | 减仓 |
| — | CAMBRIA ETF TR | $74.93万 | 0.13% | 21,042 | -1,361 | -6.1% | -$4.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $75.43万 | 0.13% | 5,162 | -129 | -2.4% | -$1.88万 | 减仓 |
| ADBE | ADOBE INC | $75.72万 | 0.13% | 3,693 | 979 | 36.1% | $20.07万 | 加仓 |
| PWR | QUANTA SVCS INC | $76.05万 | 0.13% | 1,056 | 3 | 0.3% | $2,160 | 加仓 |
| IJR | ISHARES TR | $76.22万 | 0.13% | 5,139 | 81 | 1.6% | $1.20万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $76.26万 | 0.13% | 22,298 | 923 | 4.3% | $3.16万 | 加仓 |
| D | DOMINION ENERGY INC | $76.77万 | 0.13% | 11,242 | -415 | -3.6% | -$2.83万 | 减仓 |
| EFA | ISHARES TR | $76.84万 | 0.13% | 7,397 | 4,392 | 146.2% | $45.62万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $77.70万 | 0.13% | 1,386 | 443 | 47.0% | $24.84万 | 加仓 |
| C | CITIGROUP INC | $77.72万 | 0.13% | 5,553 | -381 | -6.4% | -$5.33万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $78.12万 | 0.13% | 9,060 | 1,093 | 13.7% | $9.42万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $79.00万 | 0.13% | 17,367 | 25 | 0.1% | $1,137 | 加仓 |
| VOT | VANGUARD INDEX FDS | $79.14万 | 0.13% | 2,584 | 75 | 3.0% | $2.30万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $79.19万 | 0.13% | 30,013 | 532 | 1.8% | $1.40万 | 加仓 |
| CCJ | CAMECO CORP | $80.18万 | 0.13% | 7,872 | 278 | 3.7% | $2.83万 | 加仓 |
| COHR | COHERENT CORP | $80.24万 | 0.13% | 2,034 | -17 | -0.8% | -$6,706 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $80.56万 | 0.13% | 4,453 | -149 | -3.2% | -$2.70万 | 减仓 |
| ALTO | ALTO INGREDIENTS INC | $80.89万 | 0.14% | 141,910 | -2,511 | -1.7% | -$1.43万 | 减仓 |
| INNV | INNOVAGE HLDG CORP | $81.06万 | 0.14% | 68,403 | 1,624 | 2.4% | $1.92万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $81.07万 | 0.14% | 13,736 | 237 | 1.8% | $1.40万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $81.07万 | 0.14% | 19,152 | 2,199 | 13.0% | $9.31万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $81.15万 | 0.14% | 3,628 | -263 | -6.8% | -$5.88万 | 减仓 |
| BAC | BANK OF AMER CORP | $82.03万 | 0.14% | 14,397 | 2,451 | 20.5% | $13.97万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $82.04万 | 0.14% | 27,428 | 1,241 | 4.7% | $3.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.13万 | 0.14% | 878 | -34 | -3.7% | -$3.18万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $82.52万 | 0.14% | 11,971 | -93 | -0.8% | -$6,411 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $82.72万 | 0.14% | 7,328 | -230 | -3.0% | -$2.60万 | 减仓 |
| PLD | PROLOGIS INC. | $82.98万 | 0.14% | 6,125 | 423 | 7.4% | $5.73万 | 加仓 |
| SNDK | SANDISK CORP | $83.22万 | 0.14% | 366 | 45 | 14.0% | $10.23万 | 加仓 |
| IUSG | ISHARES TR | $83.60万 | 0.14% | 4,445 | 21 | 0.5% | $3,950 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.13万 | 0.14% | 24,767 | 24,767 | — | $84.13万 | 新建仓 |
| — | EA SERIES TRUST | $84.18万 | 0.14% | 15,233 | 27 | 0.2% | $1,492 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.30万 | 0.14% | 31,907 | -6 | -0.0% | -$159 | 减仓 |
| PSFF | PACER FDS TR | $84.45万 | 0.14% | 24,613 | -374 | -1.5% | -$1.28万 | 减仓 |
| PAAA | PGIM ETF TR | $84.66万 | 0.14% | 16,513 | 1 | 0.0% | $51 | 加仓 |
| IWR | ISHARES TR | $84.96万 | 0.14% | 7,701 | -136 | -1.7% | -$1.50万 | 减仓 |
| ORCL | ORACLE CORP | $85.57万 | 0.14% | 5,839 | 4,203 | 256.9% | $61.59万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $85.62万 | 0.14% | 11,163 | -345 | -3.0% | -$2.65万 | 减仓 |
| IAU | ISHARES GOLD TR | $86.32万 | 0.14% | 11,432 | 1,802 | 18.7% | $13.61万 | 加仓 |
| BFLX | BLACKROCK ETF TRUST | $87.01万 | 0.15% | 33,965 | 33,965 | — | $87.01万 | 新建仓 |
| MRSK | NORTHERN LIGHTS FD TR | $87.58万 | 0.15% | 22,684 | 13,449 | 145.6% | $51.93万 | 加仓 |
| — | EXXON MOBIL CORP | $87.70万 | 0.15% | 6,414 | -116 | -1.8% | -$1.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.94万 | 0.15% | 10,680 | 1,123 | 11.8% | $9.25万 | 加仓 |
| HYG | ISHARES TR | $87.95万 | 0.15% | 10,998 | 814 | 8.0% | $6.51万 | 加仓 |
| IWF | ISHARES TR | $88.26万 | 0.15% | 7,108 | 964 | 15.7% | $11.97万 | 加仓 |
| HDV | ISHARES TR | $88.74万 | 0.15% | 32,374 | 4,344 | 15.5% | $11.91万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $89.22万 | 0.15% | 29,476 | -3,904 | -11.7% | -$11.82万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $89.57万 | 0.15% | 2,449 | 129 | 5.6% | $4.72万 | 加仓 |
| PFF | ISHARES TR | $90.12万 | 0.15% | 29,556 | 38 | 0.1% | $1,159 | 加仓 |
| SMH | VANECK ETF TRUST | $91.34万 | 0.15% | 1,393 | -151 | -9.8% | -$9.90万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.34万 | 0.15% | 15,853 | 310 | 2.0% | $1.79万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $91.49万 | 0.15% | 24,390 | 2,001 | 8.9% | $7.51万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $92.22万 | 0.15% | 41,168 | 3,335 | 8.8% | $7.47万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $92.33万 | 0.15% | 25,226 | 25,226 | — | $92.33万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $93.66万 | 0.16% | 2,797 | 244 | 9.6% | $8.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $93.83万 | 0.16% | 928 | 82 | 9.7% | $8.29万 | 加仓 |
| BBLU | EA SERIES TRUST | $93.95万 | 0.16% | 56,938 | -6,103 | -9.7% | -$10.07万 | 减仓 |
| AMGN | AMGEN INC | $94.22万 | 0.16% | 2,602 | 104 | 4.2% | $3.77万 | 加仓 |
| TJX | TJX COS INC NEW | $94.32万 | 0.16% | 6,225 | 148 | 2.4% | $2.24万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $95.51万 | 0.16% | 19,299 | 487 | 2.6% | $2.41万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $96.65万 | 0.16% | 12,482 | 230 | 1.9% | $1.78万 | 加仓 |
| AFL | AFLAC INC | $96.69万 | 0.16% | 8,247 | -86 | -1.0% | -$1.01万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $97.28万 | 0.16% | 18,452 | 1,472 | 8.7% | $7.76万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.35万 | 0.16% | 11,779 | 305 | 2.7% | $2.52万 | 加仓 |
| GE | GE AEROSPACE | $97.56万 | 0.16% | 2,610 | -182 | -6.5% | -$6.80万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $101.23万 | 0.17% | 4,645 | 392 | 9.2% | $8.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.49万 | 0.17% | 2,125 | 354 | 20.0% | $16.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $102.67万 | 0.17% | 30,370 | -546 | -1.8% | -$1.85万 | 减仓 |
| SHYD | VANECK ETF TRUST | $103.07万 | 0.17% | 45,010 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $103.71万 | 0.17% | 6,562 | 4 | 0.1% | $632 | 加仓 |
| LQD | ISHARES TR | $104.26万 | 0.17% | 9,559 | -79 | -0.8% | -$8,617 | 减仓 |
| BE | BLOOM ENERGY CORP | $104.70万 | 0.18% | 3,459 | -231 | -6.3% | -$6.99万 | 减仓 |
| OUST | OUSTER INC | $106.75万 | 0.18% | 17,075 | 532 | 3.2% | $3.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $108.65万 | 0.18% | 44,060 | 474 | 1.1% | $1.17万 | 加仓 |
| APH | AMPHENOL CORP | $110.17万 | 0.18% | 6,248 | 3,084 | 97.5% | $54.38万 | 加仓 |
| AGG | ISHARES TR | $111.07万 | 0.19% | 11,222 | -385 | -3.3% | -$3.81万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $112.94万 | 0.19% | 20,908 | 1,875 | 9.9% | $10.13万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $113.30万 | 0.19% | 16,659 | 3,803 | 29.6% | $25.86万 | 加仓 |
| VFH | VANGUARD WORLD FD | $114.06万 | 0.19% | 8,668 | -369 | -4.1% | -$4.86万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $114.28万 | 0.19% | 23,475 | 4,742 | 25.3% | $23.08万 | 加仓 |
| CSX | CSX CORP | $115.99万 | 0.19% | 24,403 | 11 | 0.0% | $523 | 加仓 |
| MO | ALTRIA GROUP INC | $118.03万 | 0.20% | 16,404 | -321 | -1.9% | -$2.31万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $120.45万 | 0.20% | 47,347 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $121.15万 | 0.20% | 19,377 | 1,606 | 9.0% | $10.04万 | 加仓 |
| RTX | RTX CORPORATION | $121.58万 | 0.20% | 6,408 | 566 | 9.7% | $10.74万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $121.93万 | 0.20% | 25,177 | -1,949 | -7.2% | -$9.44万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $124.73万 | 0.21% | 35,396 | 4,301 | 13.8% | $15.16万 | 加仓 |