GeoWealth Management, LLC
CHICAGO IL · SEC CIK 0001593387
$27.76亿2026Q1 申报市值
853持仓数
43.7%前十大占比 · 第一大 7.8%
133 / 51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
TFLO 加仓+$2,276.32万
ZECP 加仓+$1,586.48万
SMIZ 加仓+$604.50万
AGG 加仓+$507.96万
ZACKS TRUST 加仓+$481.78万
2026Q1 卖出最多 按季末市值估算
SHYG 减仓-$543.73万
EXCHANGE LISTED 减仓-$512.49万
VYM 减仓-$501.00万
EEM 减仓-$454.06万
EXCHANGE LISTED 减仓-$439.96万
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 |
|---|---|---|---|---|---|---|---|---|
| GCOR | GOLDMAN SACHS ETF TR | $4.10万 | 0.00% | 992 | 7 | 0.7% | $289 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $4.24万 | 0.00% | 1,093 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES TR | $5.74万 | 0.00% | 854 | 64 | 8.1% | $4,301 | 加仓 |
| RIG | TRANSOCEAN LTD | $5.76万 | 0.00% | 8,688 | 8,688 | — | $5.76万 | 新建仓 |
| BTE | BAYTEX ENERGY CORP | $5.87万 | 0.00% | 13,126 | 13,126 | — | $5.87万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $5.91万 | 0.00% | 122 | -16 | -11.6% | -$7,751 | 减仓 |
| — | THEMES ETF TR | $6.24万 | 0.00% | 1,227 | -33,860 | -96.5% | -$172.33万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $6.59万 | 0.00% | 167 | -30 | -15.2% | -$1.18万 | 减仓 |
| GCOW | PACER FDS TR | $6.63万 | 0.00% | 1,433 | -35,268 | -96.1% | -$163.08万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $7.12万 | 0.00% | 2,132 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $7.20万 | 0.00% | 809 | -1,025 | -55.9% | -$9.12万 | 减仓 |
| WIT | WIPRO LTD | $8.07万 | 0.00% | 38,088 | -4,503 | -10.6% | -$9,546 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $8.30万 | 0.00% | 2,995 | -353 | -10.5% | -$9,778 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $8.47万 | 0.00% | 2,322 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $8.81万 | 0.00% | 247 | 247 | — | $8.81万 | 新建仓 |
| PAYX | PAYCHEX INC | $8.86万 | 0.00% | 962 | -3 | -0.3% | -$276 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $8.86万 | 0.00% | 7,194 | 3,326 | 86.0% | $4.10万 | 重新持有 |
| THC | TENET HEALTHCARE CORP | $8.94万 | 0.00% | 473 | 10 | 2.2% | $1,890 | 加仓 |
| XTL | SPDR SERIES TRUST | $9.01万 | 0.00% | 479 | 479 | — | $9.01万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $9.11万 | 0.00% | 3,426 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $9.14万 | 0.00% | 8,113 | 8,113 | — | $9.14万 | 新建仓 |
| SUSB | ISHARES TR | $9.49万 | 0.00% | 3,787 | 3,787 | — | $9.49万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $9.56万 | 0.00% | 12,111 | -93 | -0.8% | -$734 | 减仓 |
| AEG | AEGON LTD | $9.73万 | 0.00% | 13,402 | 2,796 | 26.4% | $2.03万 | 加仓 |
| DTM | DT MIDSTREAM INC | $9.78万 | 0.00% | 726 | 30 | 4.3% | $4,041 | 加仓 |
| XME | SPDR SERIES TRUST | $10.27万 | 0.00% | 951 | -6,332 | -86.9% | -$68.40万 | 减仓 |
| WU | WESTERN UN CO | $10.56万 | 0.00% | 12,096 | 12,096 | — | $10.56万 | 新建仓 |
| TILT | FLEXSHARES TR | $10.62万 | 0.00% | 440 | 21 | 5.0% | $5,069 | 加仓 |
| XEL | XCEL ENERGY INC | $10.66万 | 0.00% | 1,342 | 57 | 4.4% | $4,527 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $10.66万 | 0.00% | 2,150 | 989 | 85.2% | $4.90万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $10.71万 | 0.00% | 3,557 | 3,557 | — | $10.71万 | 新建仓 |
| QLC | FLEXSHARES TR | $11.09万 | 0.00% | 1,419 | 48 | 3.5% | $3,752 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.17万 | 0.00% | 14,071 | 158 | 1.1% | $1,255 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $11.21万 | 0.00% | 1,864 | 359 | 23.9% | $2.16万 | 加仓 |
| TLTD | FLEXSHARES TR | $11.28万 | 0.00% | 1,200 | -53 | -4.2% | -$4,981 | 减仓 |
| MTZ | MASTEC INC | $11.81万 | 0.00% | 367 | 367 | — | $11.81万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $12.52万 | 0.00% | 3,828 | 3,828 | — | $12.52万 | 新建仓 |
| USFR | WISDOMTREE TR | $12.99万 | 0.00% | 2,581 | 2,581 | — | $12.99万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $13.11万 | 0.00% | 2,891 | -592 | -17.0% | -$2.68万 | 减仓 |
| EEMA | ISHARES INC | $13.13万 | 0.00% | 1,371 | -2,914 | -68.0% | -$27.90万 | 减仓 |
| EUHY | ISHARES INC | $13.17万 | 0.00% | 2,510 | 2,510 | — | $13.17万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $13.38万 | 0.00% | 1,369 | -3,122 | -69.5% | -$30.51万 | 减仓 |
| TDTT | FLEXSHARES TR | $13.51万 | 0.00% | 5,575 | 312 | 5.9% | $7,563 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $13.64万 | 0.00% | 24,750 | 12,954 | 109.8% | $7.14万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $13.81万 | 0.00% | 2,109 | 2,109 | — | $13.81万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $14.42万 | 0.01% | 31,153 | -156 | -0.5% | -$722 | 减仓 |
| BOTZ | GLOBAL X FDS | $14.70万 | 0.01% | 4,424 | -1,107 | -20.0% | -$3.68万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $14.72万 | 0.01% | 1,346 | -30 | -2.2% | -$3,281 | 减仓 |
| CIB | GRUPO CIBEST SA | $14.75万 | 0.01% | 2,027 | 2,027 | — | $14.75万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $14.87万 | 0.01% | 1,877 | -133 | -6.6% | -$1.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $15.14万 | 0.01% | 704 | 19 | 2.8% | $4,085 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $15.89万 | 0.01% | 2,140 | 64 | 3.1% | $4,751 | 加仓 |
| ESLT | ELBIT SYS LTD | $15.95万 | 0.01% | 187 | 187 | — | $15.95万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $16.39万 | 0.01% | 1,780 | -333 | -15.8% | -$3.07万 | 减仓 |
| SNOW | SNOWFLAKE INC | $16.45万 | 0.01% | 1,091 | 280 | 34.5% | $4.22万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $16.46万 | 0.01% | 1,257 | 1,257 | — | $16.46万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $16.47万 | 0.01% | 2,976 | -4 | -0.1% | -$221 | 减仓 |
| CASY | CASEYS GEN STORES INC | $16.50万 | 0.01% | 225 | 225 | — | $16.50万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $16.65万 | 0.01% | 1,198 | 1,198 | — | $16.65万 | 新建仓 |
| EMXC | ISHARES INC | $16.73万 | 0.01% | 2,127 | -1,179 | -35.7% | -$9.27万 | 减仓 |
| NTAP | NETAPP INC | $16.74万 | 0.01% | 1,634 | 1,634 | — | $16.74万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $16.81万 | 0.01% | 2,080 | -5,982 | -74.2% | -$48.34万 | 减仓 |
| NOK | NOKIA CORP | $16.88万 | 0.01% | 20,994 | 9,584 | 84.0% | $7.71万 | 加仓 |
| ZAP | GLOBAL X FDS | $17.13万 | 0.01% | 5,327 | 5,327 | — | $17.13万 | 新建仓 |
| ALB | ALBEMARLE CORP | $17.68万 | 0.01% | 985 | 985 | — | $17.68万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $17.68万 | 0.01% | 5,285 | 5,285 | — | $17.68万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $17.86万 | 0.01% | 5,684 | -4,573 | -44.6% | -$14.37万 | 减仓 |
| NKE | NIKE INC | $18.18万 | 0.01% | 3,444 | 716 | 26.2% | $3.78万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $18.25万 | 0.01% | 20,326 | 6,548 | 47.5% | $5.88万 | 加仓 |
| TWLO | TWILIO INC | $18.53万 | 0.01% | 1,471 | 1,471 | — | $18.53万 | 新建仓 |
| RL | RALPH LAUREN CORP | $18.60万 | 0.01% | 541 | -3,050 | -84.9% | -$104.86万 | 重新持有 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $18.67万 | 0.01% | 5,594 | -157 | -2.7% | -$5,239 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $18.69万 | 0.01% | 4,656 | -91 | -1.9% | -$3,653 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $18.72万 | 0.01% | 3,011 | -6,030 | -66.7% | -$37.49万 | 减仓 |
| VRSN | VERISIGN INC | $19.06万 | 0.01% | 767 | 767 | — | $19.06万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $19.08万 | 0.01% | 1,226 | 16 | 1.3% | $2,489 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $19.11万 | 0.01% | 3,825 | -1,193 | -23.8% | -$5.96万 | 减仓 |
| SNA | SNAP ON INC | $19.17万 | 0.01% | 527 | 527 | — | $19.17万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $19.24万 | 0.01% | 282 | 282 | — | $19.24万 | 新建仓 |
| QXO | QXO INC | $19.33万 | 0.01% | 9,956 | 534 | 5.7% | $1.04万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $19.50万 | 0.01% | 2,373 | 2,373 | — | $19.50万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $19.55万 | 0.01% | 2,283 | 389 | 20.5% | $3.33万 | 加仓 |
| MLN | VANECK ETF TRUST | $19.61万 | 0.01% | 11,244 | 360 | 3.3% | $6,278 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $19.65万 | 0.01% | 3,395 | -77 | -2.2% | -$4,457 | 减仓 |
| IWM | ISHARES TR | $19.78万 | 0.01% | 798 | -1 | -0.1% | -$248 | 减仓 |
| CTAS | CINTAS CORP | $19.79万 | 0.01% | 1,168 | 188 | 19.2% | $3.18万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $19.82万 | 0.01% | 2,682 | 2,682 | — | $19.82万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $19.96万 | 0.01% | 8,013 | 6,373 | 388.6% | $15.88万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $20.02万 | 0.01% | 1,374 | 1,374 | — | $20.02万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $20.02万 | 0.01% | 8,073 | -106 | -1.3% | -$2,629 | 减仓 |
| DASH | DOORDASH INC | $20.05万 | 0.01% | 1,335 | 156 | 13.2% | $2.34万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.26万 | 0.01% | 12,948 | 1,387 | 12.0% | $2.17万 | 加仓 |
| MTUM | ISHARES TR | $20.32万 | 0.01% | 847 | 60 | 7.6% | $1.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $20.33万 | 0.01% | 4,412 | -1,162 | -20.8% | -$5.35万 | 减仓 |
| UGI | UGI CORP NEW | $20.35万 | 0.01% | 5,589 | 5,589 | — | $20.35万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $20.43万 | 0.01% | 3,821 | 3,821 | — | $20.43万 | 新建仓 |
| CSX | CSX CORP | $20.53万 | 0.01% | 5,001 | 5,001 | — | $20.53万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.55万 | 0.01% | 581 | -692 | -54.4% | -$24.48万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $20.55万 | 0.01% | 3,427 | 3,427 | — | $20.55万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $20.56万 | 0.01% | 8,190 | 26 | 0.3% | $653 | 加仓 |