GFS Advisors, LLC
HOUSTON TX · SEC CIK 0001427263
$41.64亿2026Q2 申报市值
370持仓数
64.7%前十大占比 · 第一大 38.9%
172 / 62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
MELI 加仓+$16.19亿
ASML 加仓+$6.31亿
DHR 重新持有+$9,525.71万
JBHT 新建仓+$7,748.04万
MUB 加仓+$5,173.42万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$5.19亿
CRWD 减仓-$2.22亿
PH 减仓-$9,896.13万
JPM 减仓-$9,821.43万
DELL 减仓-$8,597.49万
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 |
|---|---|---|---|---|---|---|---|---|
| CHAT | TIDAL TRUST II | $0 | 0.00% | 0 | -8,000 | -100.0% | -$102.50万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -25,000 | -100.0% | -$99.17万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -12,630 | -100.0% | -$87.61万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -8,405 | -100.0% | -$82.14万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -15,276 | -100.0% | -$75.75万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -5,809 | -100.0% | -$62.88万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$56.22万 | 清仓 |
| EUAD | SPINNAKER ETF SERIES | $0 | 0.00% | 0 | -7,076 | -100.0% | -$52.61万 | 清仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -13,710 | -100.0% | -$46.15万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,365 | -100.0% | -$42.00万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -420 | -100.0% | -$38.63万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$34.92万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$32.28万 | 清仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,660 | -100.0% | -$30.00万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -26,000 | -100.0% | -$29.33万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -7,840 | -100.0% | -$28.81万 | 清仓 |
| — | ROUNDHILL ETF TRUST | $0 | 0.00% | 0 | -4,200 | -100.0% | -$28.14万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -2,313 | -100.0% | -$27.44万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -5,429 | -100.0% | -$26.92万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,545 | -100.0% | -$20.39万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -11,085 | -100.0% | -$17.55万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -8,185 | -100.0% | -$16.94万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -5,067 | -100.0% | -$14.61万 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,360 | -100.0% | -$10.76万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -1,922 | -100.0% | -$8.11万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$6.08万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -441 | -100.0% | -$4.81万 | 清仓 |
| LTRX | LANTRONIX INC | $0 | 0.00% | 0 | -7,820 | -100.0% | -$4.10万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -550 | -100.0% | -$2.75万 | 清仓 |
| SSYS | STRATASYS LTD | $0 | 0.00% | 0 | -2,126 | -100.0% | -$1.66万 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -327 | -100.0% | -$1.17万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -405 | -100.0% | -$1,648 | 清仓 |