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 |
|---|---|---|---|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -263 | -100.0% | -$14.94万 | 清仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,975 | -100.0% | -$13.83万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -10,611 | -100.0% | -$13.65万 | 清仓 |
| IXP | ISHARES TR | $0 | 0.00% | 0 | -893 | -100.0% | -$10.82万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -487 | -100.0% | -$9.73万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,988 | -100.0% | -$8.48万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,553 | -100.0% | -$7.79万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -12,974 | -100.0% | -$4.83万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -3,642 | -100.0% | -$3.48万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -672 | -100.0% | -$3.20万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -421 | -100.0% | -$1.01万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -17 | -100.0% | -$786 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -12 | -100.0% | -$360 | 清仓 |
| — | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -7 | -100.0% | -$336 | 清仓 |