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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3harris Technologies | $65.20万 | 0.03% | 1,889 | 602 | 46.8% | $20.78万 | 加仓 |
| VST | Vistra Energy Corporation | $65.25万 | 0.03% | 4,340 | 1,078 | 33.0% | $16.21万 | 加仓 |
| LINE | Lineage Inc Com | $65.52万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp Delaware Com | $65.94万 | 0.03% | 1,851 | 172 | 10.2% | $6.13万 | 加仓 |
| — | Vaneck ETF Trust (MRNGSTR GBL Wide) | $67.83万 | 0.03% | 18,303 | 3,786 | 26.1% | $14.03万 | 加仓 |
| SGOL | Aberdeen STD Physical Swiss Gold SHS ETF | $69.11万 | 0.03% | 15,489 | 3,585 | 30.1% | $16.00万 | 加仓 |
| LITE | Lumentum HLDGS Inc | $69.71万 | 0.03% | 992 | 63 | 6.8% | $4.43万 | 加仓 |
| MRSH | Marsh & Mclennan Cos Inc Com | $70.17万 | 0.03% | 4,046 | -99 | -2.4% | -$1.72万 | 减仓 |
| CIEN | Ciena Corp Com New | $70.35万 | 0.03% | 1,812 | -97 | -5.1% | -$3.77万 | 减仓 |
| QCOM | Qualcomm Inc | $70.87万 | 0.03% | 5,503 | -704 | -11.3% | -$9.07万 | 减仓 |
| AMT | American Tower Corporation CMN | $73.41万 | 0.03% | 4,253 | 17 | 0.4% | $2,934 | 加仓 |
| ADBE | Adobe Systems | $73.85万 | 0.03% | 3,038 | 636 | 26.5% | $15.46万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $75.96万 | 0.03% | 3,555 | -56 | -1.6% | -$1.20万 | 减仓 |
| COP | Conocophillips | $78.57万 | 0.03% | 5,952 | 3 | 0.1% | $396 | 加仓 |
| CIBR | First Trust Nasdaq Cybersecurity ETF | $79.82万 | 0.03% | 12,735 | 1,021 | 8.7% | $6.40万 | 加仓 |
| HEI | Heico Corp New Com | $81.86万 | 0.03% | 2,985 | 0 | 0.0% | — | 不变 |
| NGG | National Grid PLC Spon ADR New 2017 | $82.19万 | 0.03% | 9,715 | 9,715 | — | $82.19万 | 新建仓 |
| CG | Carlyle Group Inc Com | $83.38万 | 0.03% | 17,231 | -1,067 | -5.8% | -$5.16万 | 减仓 |
| — | DLP Resources Inc | $84.45万 | 0.03% | 4,063,795 | 3,787,795 | 1,372.4% | $78.71万 | 加仓 |
| SPYV | SPDR Portfolio S&P 500 Value ETF | $86.06万 | 0.03% | 15,211 | 2,105 | 16.1% | $11.91万 | 加仓 |
| P | Pure Storage Inc CL A | $86.61万 | 0.03% | 14,670 | 5,000 | 51.7% | $29.52万 | 加仓 |
| GENI | Genius Sports LTD | $88.87万 | 0.03% | 200,600 | 100,000 | 99.4% | $44.30万 | 加仓 |
| — | DSV As ADR | $88.91万 | 0.03% | 7,406 | 7,406 | — | $88.91万 | 新建仓 |
| AMGN | Amgen Inc Com | $89.94万 | 0.03% | 2,556 | 3 | 0.1% | $1,056 | 加仓 |
| PFE | Pfizer Inc Com | $91.53万 | 0.04% | 32,594 | 1,626 | 5.3% | $4.57万 | 加仓 |
| ETN | Eaton Corp PLC SHS | $92.82万 | 0.04% | 2,595 | 1 | 0.0% | $358 | 加仓 |
| DGRO | iShares TR Core Divid Growth ETF | $93.02万 | 0.04% | 13,255 | 5,550 | 72.0% | $38.95万 | 加仓 |
| SPOT | Spotify Technology SA Registered SHS | $93.49万 | 0.04% | 1,928 | 858 | 80.2% | $41.61万 | 加仓 |
| DHR | Danaher Corp | $93.84万 | 0.04% | 4,950 | -321 | -6.1% | -$6.09万 | 减仓 |
| CME | Cme Group Inc | $94.16万 | 0.04% | 3,188 | -185 | -5.5% | -$5.46万 | 减仓 |
| IJR | iShares TST.S&P SML.Cap. 600 | $95.70万 | 0.04% | 7,698 | 1,893 | 32.6% | $23.53万 | 加仓 |
| LGIH | Lgi Homes Incorporated | $98.32万 | 0.04% | 24,871 | -6,500 | -20.7% | -$25.69万 | 减仓 |
| COF | Capital One Finl Corp Com | $99.15万 | 0.04% | 5,435 | -1,056 | -16.3% | -$19.26万 | 减仓 |
| ADP | Automatic Data Processing Inc | $101.42万 | 0.04% | 4,992 | 93 | 1.9% | $1.89万 | 加仓 |
| — | Keyera Corp SHS | $102.87万 | 0.04% | 26,677 | -3,625 | -12.0% | -$13.98万 | 减仓 |
| SARO | Standardaero Inc | $103.32万 | 0.04% | 40,000 | -30,000 | -42.9% | -$77.49万 | 减仓 |
| WM | Waste Management Inc | $104.11万 | 0.04% | 4,531 | 342 | 8.2% | $7.86万 | 加仓 |
| VCSH | Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD | $106.62万 | 0.04% | 13,450 | -8,050 | -37.4% | -$63.81万 | 减仓 |
| GEV | GE Vernova | $107.82万 | 0.04% | 1,235 | 711 | 135.7% | $62.07万 | 加仓 |
| JEPQ | JPM Nasdaq Equity Premium | $108.35万 | 0.04% | 19,516 | 170 | 0.9% | $9,438 | 加仓 |
| UNH | Unitedhealth Group Inc Com | $108.65万 | 0.04% | 4,015 | -7,113 | -63.9% | -$192.48万 | 减仓 |
| TJX | TJX Companies Inc (new) | $112.94万 | 0.04% | 7,072 | 421 | 6.3% | $6.72万 | 加仓 |
| IEFA | iShares TR Core MSCI EAFE ETF | $113.71万 | 0.04% | 12,561 | -89 | -0.7% | -$8,057 | 减仓 |
| SHEL | Shell PLC F Unsponsored ADR | $114.68万 | 0.04% | 12,331 | -8,374 | -40.4% | -$77.88万 | 重新持有 |
| NTRA | Natera Inc Com | $115.49万 | 0.04% | 5,775 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Labs Com | $117.00万 | 0.05% | 11,396 | -406 | -3.4% | -$4.17万 | 减仓 |
| VYM | Vanguard High Dividend Yield Index ETF | $117.23万 | 0.05% | 7,915 | 3,971 | 100.7% | $58.81万 | 加仓 |
| MO | Altria Group Inc | $117.73万 | 0.05% | 17,841 | 2,630 | 17.3% | $17.36万 | 加仓 |
| DBEF | Deutsche X-Trackers MSCI EAFE Hedged Equity ETF | $117.90万 | 0.05% | 23,867 | -2,001 | -7.7% | -$9.88万 | 减仓 |
| IBM | International Business Machs Corp Com | $118.09万 | 0.05% | 4,872 | -160 | -3.2% | -$3.88万 | 减仓 |
| KO | Coca Cola Company | $118.19万 | 0.05% | 15,541 | 55 | 0.4% | $4,183 | 加仓 |
| EPS | WISDOMTREE EARNINGS 500 | $120.56万 | 0.05% | 17,700 | 752 | 4.4% | $5.12万 | 加仓 |
| KBE | SPDR Ser TR S&P BK ETF | $122.23万 | 0.05% | 20,525 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $124.09万 | 0.05% | 2,203 | 150 | 7.3% | $8.45万 | 加仓 |
| DIA | SPDR Dow Jones Indl Average ETF TR Unit Ser 1 | $124.56万 | 0.05% | 2,689 | 100 | 3.9% | $4.63万 | 加仓 |
| SPGI | S&P Global Inc Com | $125.18万 | 0.05% | 2,943 | 0 | 0.0% | — | 不变 |
| BKNG | Booking HLDGS Inc Com | $125.33万 | 0.05% | 298 | 1 | 0.3% | $4,206 | 加仓 |
| PANW | Palo Alto Networks Inc Com | $125.66万 | 0.05% | 7,838 | 631 | 8.8% | $10.12万 | 加仓 |
| RH | RH Com NPV | $125.98万 | 0.05% | 9,010 | -250 | -2.7% | -$3.50万 | 减仓 |
| PWR | Quanta Services Inc | $130.68万 | 0.05% | 2,380 | 6 | 0.3% | $3,294 | 加仓 |
| FOUR | Shift4 PMTS Inc CL A | $131.30万 | 0.05% | 30,025 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba GRP SHS ADR | $131.52万 | 0.05% | 10,483 | 1,253 | 13.6% | $15.72万 | 重新持有 |
| APO | Apollo Global MGMT Inc CL A | $133.87万 | 0.05% | 12,015 | 108 | 0.9% | $1.20万 | 加仓 |
| C | Citigroup Inc Com New | $134.66万 | 0.05% | 11,873 | 1 | 0.0% | $113 | 加仓 |
| BBAI | Bigbear Ai HLDGS Inc Com | $140.80万 | 0.05% | 400,000 | 100,000 | 33.3% | $35.20万 | 加仓 |
| BRK/A | Berkshire Hathaway 'a' | $143.63万 | 0.06% | 2 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc Com | $143.84万 | 0.06% | 2,030 | 55 | 2.8% | $3.90万 | 加仓 |
| INTU | Intuit Incorporated Com | $145.61万 | 0.06% | 3,368 | -15 | -0.4% | -$6,485 | 减仓 |
| MASS | 908 Devices Inc. | $145.79万 | 0.06% | 238,218 | -40,574 | -14.6% | -$24.83万 | 减仓 |
| MDY | SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT | $146.09万 | 0.06% | 2,369 | 166 | 7.5% | $10.24万 | 加仓 |
| WMB | Williams Companies Inc | $148.45万 | 0.06% | 20,397 | 1,946 | 10.5% | $14.16万 | 加仓 |
| DIS | Disney (walt) Co Com STK | $151.30万 | 0.06% | 15,699 | -80 | -0.5% | -$7,710 | 减仓 |
| — | Honeywell Intl Inc Com | $153.32万 | 0.06% | 6,783 | 275 | 4.2% | $6.22万 | 加仓 |
| XLU | Select Sector SPDR TR Utils | $155.39万 | 0.06% | 33,861 | 6,125 | 22.1% | $28.11万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $157.66万 | 0.06% | 3,208 | 351 | 12.3% | $17.25万 | 加仓 |
| SCHI | Schwab 5-10 Year Corporate B | $158.39万 | 0.06% | 69,838 | 69,838 | — | $158.39万 | 新建仓 |
| FCX | Freeport-Mcmoran Copper & Gold Inc CL B | $160.41万 | 0.06% | 27,290 | 20,210 | 285.5% | $118.79万 | 加仓 |
| ABBV | Abbvie Inc Com | $160.94万 | 0.06% | 7,400 | -348 | -4.5% | -$7.57万 | 减仓 |
| SCHF | Schwab Strategic TR Intl Equity ETF | $161.02万 | 0.06% | 65,060 | 45,561 | 233.7% | $112.76万 | 加仓 |
| PRF | Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF | $166.02万 | 0.06% | 34,929 | 21,803 | 166.1% | $103.63万 | 加仓 |
| VRT | Vertiv Holdings LLC CL A | $166.15万 | 0.06% | 6,631 | -1,233 | -15.7% | -$30.89万 | 减仓 |
| MCD | McDonalds Corp | $166.92万 | 0.06% | 5,371 | 469 | 9.6% | $14.58万 | 加仓 |
| NOW | Servicenow Inc CMN | $170.99万 | 0.07% | 16,355 | 13,015 | 389.7% | $136.07万 | 加仓 |
| AXON | Axon Enterprise Inc Com Com | $176.59万 | 0.07% | 4,158 | 1,575 | 61.0% | $66.89万 | 加仓 |
| ISRG | Intuitive Surgical Inc New | $177.11万 | 0.07% | 3,842 | 84 | 2.2% | $3.87万 | 加仓 |
| XLV | Select Sector SPDR TR Health Care | $181.30万 | 0.07% | 12,366 | 211 | 1.7% | $3.09万 | 加仓 |
| APH | Amphenol Corp Class A | $182.02万 | 0.07% | 14,406 | -2,715 | -15.9% | -$34.30万 | 减仓 |
| KKR | KKR & Co Inc Com NPV-CL A | $186.40万 | 0.07% | 20,152 | -229 | -1.1% | -$2.12万 | 减仓 |
| CPNG | Coupang Inc CL A | $188.80万 | 0.07% | 100,000 | 100,000 | — | $188.80万 | 新建仓 |
| VUG | Vanguard Growth ETF | $197.34万 | 0.08% | 4,518 | 8 | 0.2% | $3,494 | 加仓 |
| EPD | Enterprise Products Partners L P | $197.67万 | 0.08% | 52,239 | -5,318 | -9.2% | -$20.12万 | 减仓 |
| IJH | iShares TR Core S&P Mid-Cap ETF | $205.21万 | 0.08% | 30,388 | 163 | 0.5% | $1.10万 | 加仓 |
| MRVL | Marvell Technology Inc Common | $206.16万 | 0.08% | 20,814 | 1,342 | 6.9% | $13.29万 | 加仓 |
| GLD | SPDR Gold TR Gold SHS | $206.37万 | 0.08% | 4,796 | -56 | -1.2% | -$2.41万 | 减仓 |
| RTX | Raytheon Technologies Corp | $212.28万 | 0.08% | 11,005 | 43 | 0.4% | $8,294 | 加仓 |
| MRK | Merck & Co Inc New Com | $213.66万 | 0.08% | 17,762 | -392 | -2.2% | -$4.72万 | 减仓 |
| IWM | iShares TR Russell 2000 Index FD | $215.06万 | 0.08% | 8,672 | 732 | 9.2% | $18.15万 | 加仓 |
| CSCO | Cisco Systems Inc | $217.31万 | 0.08% | 28,007 | 13 | 0.0% | $1,009 | 加仓 |
| SCHB | Schwab Strategic TR US Broad MKT ETF | $218.20万 | 0.08% | 86,934 | 86,934 | — | $218.20万 | 新建仓 |
| WFC | Wells Fargo & Co New Com | $220.20万 | 0.08% | 27,659 | -1,791 | -6.1% | -$14.26万 | 减仓 |