GM Advisory Group, LLC
MELVILLE NY · SEC CIK 0001598304
$25.97亿2026Q1 申报市值
374持仓数
48.2%前十大占比 · 第一大 14.3%
49 / 27新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CVX 加仓+$3,420.44万
SMH 加仓+$1,372.34万
BKLC 加仓+$1,000.11万
SPYM 加仓+$892.82万
ITOT 加仓+$535.52万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$1,799.97万
PM 减仓-$491.75万
UBER 减仓-$378.90万
UPS 清仓-$261.89万
AON 减仓-$194.86万
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 |
|---|---|---|---|---|---|---|---|---|
| BE | Bloom Energy Corp CL A Com | $29.77万 | 0.01% | 2,197 | 2,197 | — | $29.77万 | 新建仓 |
| VEEV | Veeva SYS Inc CL A | $29.77万 | 0.01% | 1,695 | 561 | 49.5% | $9.85万 | 加仓 |
| — | Rheinmetall AG Unspd ADR | $30.27万 | 0.01% | 901 | 901 | — | $30.27万 | 新建仓 |
| BMNR | Bitmine Immersion Tecnologies Inc Com New | $30.36万 | 0.01% | 15,350 | 1,000 | 7.0% | $1.98万 | 加仓 |
| RSPT | Invesco S&P 500 Equal Weight T | $30.58万 | 0.01% | 6,756 | 6 | 0.1% | $272 | 加仓 |
| ADI | Analog Devices Inc | $31.02万 | 0.01% | 975 | 23 | 2.4% | $7,316 | 加仓 |
| BMY | Bristol Myers Squibb Co | $31.12万 | 0.01% | 5,131 | 1,224 | 31.3% | $7.42万 | 加仓 |
| IEMG | iShares Core MSCI Emerging | $32.00万 | 0.01% | 4,588 | 486 | 11.8% | $3.39万 | 加仓 |
| BBVA | Banco Bilbao Vizcaya Argentaria SA Aponsored ADR | $32.11万 | 0.01% | 14,825 | 3,750 | 33.9% | $8.12万 | 重新持有 |
| NVS | Novartis AG Sponsored ADR | $32.12万 | 0.01% | 2,102 | 434 | 26.0% | $6.63万 | 重新持有 |
| LOW | Lowe's Companies | $32.21万 | 0.01% | 1,363 | 14 | 1.0% | $3,309 | 加仓 |
| JBL | Jabil Inc | $32.57万 | 0.01% | 1,226 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value Index ETF Funds | $33.14万 | 0.01% | 1,525 | -302 | -16.5% | -$6.56万 | 减仓 |
| CB | Chubb LTD | $33.38万 | 0.01% | 1,024 | 1,024 | — | $33.38万 | 新建仓 |
| IWR | iShares Russell Mid CP. Idx.FD. | $33.42万 | 0.01% | 3,437 | -10,876 | -76.0% | -$105.75万 | 减仓 |
| GE | General Electric Company Com | $33.83万 | 0.01% | 1,192 | 153 | 14.7% | $4.34万 | 加仓 |
| FISV | Fiserv | $34.20万 | 0.01% | 6,129 | -1,063 | -14.8% | -$5.93万 | 减仓 |
| AFL | Aflac Inc | $34.55万 | 0.01% | 3,150 | 16 | 0.5% | $1,755 | 加仓 |
| URA | Global X Uranium ETF | $34.64万 | 0.01% | 7,152 | 684 | 10.6% | $3.31万 | 加仓 |
| CCI | Crown Castle International Corp | $35.10万 | 0.01% | 4,316 | 56 | 1.3% | $4,554 | 加仓 |
| BLK | BlackRock FNDG Inc | $35.18万 | 0.01% | 366 | -8 | -2.1% | -$7,689 | 减仓 |
| INTF | iShares International Equity Factor ETF | $35.33万 | 0.01% | 9,068 | 9,068 | — | $35.33万 | 新建仓 |
| — | iShares Ethereum Trust ETF | $35.36万 | 0.01% | 22,338 | 7,557 | 51.1% | $11.96万 | 加仓 |
| NDAQ | Nasdaq OMX Group Inc Com | $35.82万 | 0.01% | 4,220 | 4,220 | — | $35.82万 | 新建仓 |
| SYK | Stryker | $36.12万 | 0.01% | 1,099 | -476 | -30.2% | -$15.64万 | 减仓 |
| YUM | Yum Brands, Inc. CMN | $36.13万 | 0.01% | 2,324 | 11 | 0.5% | $1,710 | 加仓 |
| INTC | Intel Corp Com | $36.18万 | 0.01% | 8,198 | -181 | -2.2% | -$7,988 | 减仓 |
| VLO | Valero Energy Corp New | $37.17万 | 0.01% | 1,504 | 0 | 0.0% | — | 不变 |
| DVY | iShares TR Select Divid ETF FD | $37.49万 | 0.01% | 2,476 | -20 | -0.8% | -$3,028 | 减仓 |
| PEG | Public SVC Enterprise Group Inc Com | $37.91万 | 0.01% | 4,683 | 435 | 10.2% | $3.52万 | 加仓 |
| QGEN | Qiagen N.V. | $38.04万 | 0.01% | 9,500 | 9,500 | — | $38.04万 | 新建仓 |
| DAL | Delta Airlines Inc Com New | $38.20万 | 0.01% | 5,746 | -1,205 | -17.3% | -$8.01万 | 减仓 |
| BNY | Bank Of New York Mellon Corp Com | $38.60万 | 0.01% | 3,254 | 301 | 10.2% | $3.57万 | 加仓 |
| STE | Steris PLC | $38.81万 | 0.01% | 1,755 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $39.57万 | 0.02% | 5,547 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc Del Com | $39.78万 | 0.02% | 11,863 | -22 | -0.2% | -$738 | 减仓 |
| DLN | Wisdomtree TR Largecap Divid FD | $40.03万 | 0.02% | 4,481 | 0 | 0.0% | — | 不变 |
| COLD | Americold Realty Tru REIT | $40.11万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| IWN | iShares TST.Russel 2000 Val.FD. | $40.14万 | 0.02% | 2,117 | 2 | 0.1% | $379 | 加仓 |
| GLW | Corning Inc Com | $40.23万 | 0.02% | 2,958 | 2,958 | — | $40.23万 | 新建仓 |
| MLI | Mueller Industries Inc | $40.27万 | 0.02% | 3,634 | 0 | 0.0% | — | 不变 |
| — | Hanover Bancorp Inc | $40.39万 | 0.02% | 18,710 | 86 | 0.5% | $1,857 | 加仓 |
| PEP | Pepsico Inc Com | $40.78万 | 0.02% | 2,626 | 433 | 19.7% | $6.72万 | 加仓 |
| NTRS | Northern Trust Corp | $41.56万 | 0.02% | 2,978 | 17 | 0.6% | $2,373 | 加仓 |
| ET | Energy Transfer Equity L.P. | $41.84万 | 0.02% | 21,678 | -2,050 | -8.6% | -$3.96万 | 减仓 |
| VZ | Verizon Communications Com | $43.19万 | 0.02% | 8,604 | -7,899 | -47.9% | -$39.65万 | 减仓 |
| — | Ferretti Spa Az Nominativa | $43.21万 | 0.02% | 94,000 | 94,000 | — | $43.21万 | 新建仓 |
| WELL | Welltower Inc Com STK | $43.24万 | 0.02% | 2,187 | -125 | -5.4% | -$2.47万 | 减仓 |
| SG | Sweetgreen Inc - Class A | $43.60万 | 0.02% | 84,015 | 0 | 0.0% | — | 不变 |
| COPX | Global X Copper Miners ETF | $43.99万 | 0.02% | 5,762 | 5,762 | — | $43.99万 | 新建仓 |
| ALAB | Astera Labs Inc | $44.57万 | 0.02% | 4,067 | -488 | -10.7% | -$5.35万 | 减仓 |
| CTAS | Cintas Corp | $44.58万 | 0.02% | 2,636 | -16 | -0.6% | -$2,706 | 减仓 |
| ACWI | iShares TR MSCI Acwi ETF | $44.76万 | 0.02% | 3,235 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp Com | $44.78万 | 0.02% | 741 | 51 | 7.4% | $3.08万 | 加仓 |
| IVE | iShares TR S&P 500 Value ETF | $44.93万 | 0.02% | 2,128 | -1,025 | -32.5% | -$21.64万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TRSURY | $45.39万 | 0.02% | 4,756 | 1 | 0.0% | $95 | 加仓 |
| SPSM | SPDR Ser TR SPDR Port Small Cap ETF | $45.45万 | 0.02% | 9,406 | 800 | 9.3% | $3.87万 | 加仓 |
| WSM | Williams Sonoma Inc | $45.58万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $45.64万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| MCK | Mckesson Corporation CMN | $46.64万 | 0.02% | 539 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics | $47.12万 | 0.02% | 1,373 | 292 | 27.0% | $10.02万 | 加仓 |
| PSX | Phillips 66 SHS | $47.26万 | 0.02% | 2,594 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC Ireland Class SHS | $47.37万 | 0.02% | 2,389 | 36 | 1.5% | $7,138 | 加仓 |
| AZN | Astrazeneca PLC SHS | $47.52万 | 0.02% | 2,421 | 2,421 | — | $47.52万 | 新建仓 |
| WEX | WEX Inc. | $48.62万 | 0.02% | 3,177 | 0 | 0.0% | — | 不变 |
| STUB | Stubhub HLDGS Inc CL A | $48.80万 | 0.02% | 78,200 | 78,200 | — | $48.80万 | 新建仓 |
| VWO | Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF | $48.81万 | 0.02% | 9,031 | 4,928 | 120.1% | $26.64万 | 加仓 |
| ZTS | Zoetis Inc Class-A | $49.25万 | 0.02% | 4,166 | -97 | -2.3% | -$1.15万 | 减仓 |
| — | LVMH Moet Hennessy Louis Vuitton ADR | $49.40万 | 0.02% | 4,522 | 4,522 | — | $49.40万 | 新建仓 |
| — | GCT Semiconductor HLDG Inc Com | $49.53万 | 0.02% | 434,456 | 271,569 | 166.7% | $30.96万 | 加仓 |
| — | Atlas Copco Ab Spon ADR New Repstg Com Ser A | $50.68万 | 0.02% | 28,780 | 28,780 | — | $50.68万 | 新建仓 |
| RMD | Resmed Inc | $50.87万 | 0.02% | 2,266 | 0 | 0.0% | — | 不变 |
| GVI | iShares Int Gov Credit | $50.90万 | 0.02% | 4,771 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $51.01万 | 0.02% | 3,893 | -203 | -5.0% | -$2.66万 | 减仓 |
| XLI | Sector Industrial Select Sector SPDR ETF | $51.07万 | 0.02% | 3,158 | 3,158 | — | $51.07万 | 新建仓 |
| NUE | Nucor Corporation | $51.09万 | 0.02% | 3,021 | 268 | 9.7% | $4.53万 | 加仓 |
| PGR | Progressive Ohio | $51.24万 | 0.02% | 2,585 | 153 | 6.3% | $3.03万 | 加仓 |
| — | BYD Company LTD Unspon ADR | $51.73万 | 0.02% | 37,950 | 37,950 | — | $51.73万 | 新建仓 |
| KRE | SPDR Ser TR S&P Regl BKG ETF | $54.58万 | 0.02% | 8,378 | -391 | -4.5% | -$2.55万 | 减仓 |
| XHB | SPDR Ser TR S&P Homebuilders ETF | $54.76万 | 0.02% | 5,547 | 2,915 | 110.8% | $28.78万 | 加仓 |
| TWLO | Twilio Inc CL A | $54.92万 | 0.02% | 4,365 | -14,018 | -76.3% | -$176.37万 | 减仓 |
| AMLP | Alps ETF Trust Alerian MLP ETF | $55.23万 | 0.02% | 10,492 | 178 | 1.7% | $9,370 | 加仓 |
| XLF | Select Sector SPDR TR Financial | $55.81万 | 0.02% | 11,305 | 2,075 | 22.5% | $10.24万 | 加仓 |
| COWZ | Pacer US Cash Cows100 | $56.48万 | 0.02% | 9,028 | 29 | 0.3% | $1,814 | 加仓 |
| MRP | Millrose Properties Inc | $56.49万 | 0.02% | 20,175 | 0 | 0.0% | — | 不变 |
| NKE | Nike Class-B CMN Class B | $57.92万 | 0.02% | 10,966 | -4,417 | -28.7% | -$23.33万 | 减仓 |
| FNDF | Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF | $58.10万 | 0.02% | 11,875 | 11,875 | — | $58.10万 | 新建仓 |
| GFL | GFL Environmental Inc Registered SHS Subordinate Voting When Issued | $58.32万 | 0.02% | 13,980 | -4,458 | -24.2% | -$18.60万 | 减仓 |
| SBUX | Starbucks Corp. CMN | $59.40万 | 0.02% | 6,630 | 3,961 | 148.4% | $35.49万 | 加仓 |
| CRM | Salesforce.Com, Inc CMN | $59.46万 | 0.02% | 3,185 | 80 | 2.6% | $1.49万 | 加仓 |
| VEA | Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF | $59.48万 | 0.02% | 9,282 | 2,025 | 27.9% | $12.98万 | 加仓 |
| UA | Under Armour Inc CL C | $59.64万 | 0.02% | 103,000 | -100,000 | -49.3% | -$57.90万 | 减仓 |
| STX | Seagate Technology HLDGS PB LTD Co | $60.72万 | 0.02% | 1,550 | -13 | -0.8% | -$5,093 | 减仓 |
| EMLP | First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD | $61.40万 | 0.02% | 14,064 | 4,680 | 49.9% | $20.43万 | 加仓 |
| CSX | CSX Corporation | $61.53万 | 0.02% | 14,989 | 189 | 1.3% | $7,758 | 加仓 |
| NSC | Norfolk Southern Corp | $62.22万 | 0.02% | 2,168 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR Fund ETF | $62.23万 | 0.02% | 10,159 | 2,737 | 36.9% | $16.77万 | 加仓 |
| CP | Canadian Pac Kans City LTD Cad | $63.06万 | 0.02% | 8,038 | 3 | 0.0% | $235 | 重新持有 |
| USFR | Wisdomtree Trust Floating Rate | $63.89万 | 0.02% | 12,691 | 5,621 | 79.5% | $28.30万 | 加仓 |
| SDY | SPDR Ser TR S&P Divid ETF | $64.45万 | 0.02% | 4,416 | 18 | 0.4% | $2,627 | 加仓 |