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 |
|---|---|---|---|---|---|---|---|---|
| PG | Procter & Gamble Co | $222.32万 | 0.09% | 15,392 | -9,445 | -38.0% | -$136.42万 | 减仓 |
| PM | Philip Morris Intl Inc Com | $222.71万 | 0.09% | 13,470 | -29,742 | -68.8% | -$491.75万 | 减仓 |
| SLV | iShares Silver TR iShares | $229.53万 | 0.09% | 33,685 | 427 | 1.3% | $2.91万 | 加仓 |
| EFA | iShares TR MSCI EAFE ETF | $243.30万 | 0.09% | 25,049 | -1,499 | -5.6% | -$14.56万 | 减仓 |
| MSTR | Microstrategy Inc | $249.60万 | 0.10% | 20,000 | -10 | -0.0% | -$1,248 | 减仓 |
| T | AT&T Inc Com | $257.07万 | 0.10% | 88,675 | 13,235 | 17.5% | $38.37万 | 加仓 |
| VTV | Vanguard Value ETF | $265.29万 | 0.10% | 13,521 | -845 | -5.9% | -$16.58万 | 减仓 |
| — | Listed FDS TR Roundhill Ball Metaverse ETF | $267.06万 | 0.10% | 167,647 | 1,045 | 0.6% | $1.66万 | 加仓 |
| CRWD | Crowdstrike HLDGS Inc CL A | $269.97万 | 0.10% | 6,915 | 50 | 0.7% | $1.95万 | 加仓 |
| BX | Blackstone Group Inc Com | $286.53万 | 0.11% | 24,918 | 90 | 0.4% | $1.03万 | 加仓 |
| UNP | Union Pacific Corp Com | $300.42万 | 0.12% | 12,382 | 114 | 0.9% | $2.77万 | 加仓 |
| MU | Micron Technology Inc | $300.59万 | 0.12% | 8,898 | 884 | 11.0% | $29.86万 | 加仓 |
| BAC | Bank Amer Corp Com | $304.20万 | 0.12% | 62,399 | 833 | 1.4% | $4.06万 | 加仓 |
| SCHW | Schwab Charles Corp New Com | $307.87万 | 0.12% | 32,759 | 236 | 0.7% | $2.22万 | 加仓 |
| ASML | Asml HLDG NV GDR Eur | $308.05万 | 0.12% | 2,332 | -401 | -14.7% | -$52.97万 | 减仓 |
| PLTR | Palantir Technologies Inc CL A | $316.14万 | 0.12% | 21,612 | 3,337 | 18.3% | $48.81万 | 加仓 |
| SOFI | Sofi Technologies Inc Com | $318.28万 | 0.12% | 200,426 | 160,000 | 395.8% | $254.08万 | 加仓 |
| NEE | Nextera Energy Inc | $333.46万 | 0.13% | 35,902 | 1,021 | 2.9% | $9.48万 | 加仓 |
| LULU | Lululemon Athletica Inc | $335.32万 | 0.13% | 21,902 | -40 | -0.2% | -$6,124 | 减仓 |
| MELI | Mercadolibre Inc | $337.50万 | 0.13% | 1,952 | 1,507 | 338.7% | $260.56万 | 加仓 |
| MS | Morgan Stanley Com New | $346.19万 | 0.13% | 21,036 | 48 | 0.2% | $7,899 | 加仓 |
| SHOP | Shopify Inc Com NPV | $348.21万 | 0.13% | 29,355 | 1,700 | 6.1% | $20.17万 | 加仓 |
| JNJ | Johnson & Johnson Com | $354.33万 | 0.14% | 14,495 | 892 | 6.6% | $21.80万 | 加仓 |
| AMD | Advanced Micro Devices Inc Com | $357.37万 | 0.14% | 17,567 | 470 | 2.7% | $9.56万 | 加仓 |
| QQQ | Invesco QQQ TR Unit Ser 1 | $359.47万 | 0.14% | 6,228 | -374 | -5.7% | -$21.59万 | 减仓 |
| HD | Home Depot Inc | $367.21万 | 0.14% | 11,165 | -296 | -2.6% | -$9.74万 | 减仓 |
| IREN | Iris Energy Limited Registered SHS | $375.42万 | 0.14% | 109,515 | 59,603 | 119.4% | $204.32万 | 加仓 |
| Z | Zillow Group Inc CL C Cap STK | $383.70万 | 0.15% | 92,725 | 92,725 | — | $383.70万 | 新建仓 |
| TSLA | Tesla MTRS Inc Com | $404.35万 | 0.16% | 10,877 | 531 | 5.1% | $19.74万 | 加仓 |
| ULTA | Ulta Beauty Inc COM | $410.48万 | 0.16% | 7,853 | 4,395 | 127.1% | $229.73万 | 加仓 |
| PURR | Hyperliquid Strategies Inc Com | $421.27万 | 0.16% | 827,644 | 0 | 0.0% | — | 不变 |
| WULF | Terawulf Inc. | $441.24万 | 0.17% | 305,778 | 0 | 0.0% | — | 不变 |
| KLAC | Kla-Tencor Corp | $457.20万 | 0.18% | 3,105 | -135 | -4.2% | -$19.88万 | 减仓 |
| ORCL | Oracle Corp $0.01 Del | $470.02万 | 0.18% | 31,950 | -123 | -0.4% | -$1.81万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $470.86万 | 0.18% | 5,566 | 1,167 | 26.5% | $98.72万 | 加仓 |
| UBER | Uber Technologies Inc | $474.81万 | 0.18% | 66,011 | -52,677 | -44.4% | -$378.90万 | 减仓 |
| CRCL | Circle Internet Group Inc | $475.23万 | 0.18% | 49,809 | -6,749 | -11.9% | -$64.39万 | 减仓 |
| TSM | Taiwan Semiconductor MFG Co Sponsored ADR | $484.46万 | 0.19% | 14,335 | 865 | 6.4% | $29.23万 | 重新持有 |
| SCHD | Schwab Strategic TR US Dividend Equity ETF | $513.47万 | 0.20% | 167,364 | 26,058 | 18.4% | $79.95万 | 加仓 |
| BWFG | Bankwell Finl Group | $516.73万 | 0.20% | 106,498 | 439 | 0.4% | $2.13万 | 加仓 |
| WMT | Wal Mart Stores Inc Com | $518.89万 | 0.20% | 41,752 | -114 | -0.3% | -$1.42万 | 减仓 |
| — | Exxon Mobil Corp | $521.51万 | 0.20% | 30,738 | 200 | 0.7% | $3.39万 | 加仓 |
| NFLX | Netflix Inc Com | $534.58万 | 0.21% | 55,599 | 1,042 | 1.9% | $10.02万 | 加仓 |
| VOOG | Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS | $536.20万 | 0.21% | 13,152 | -914 | -6.5% | -$37.26万 | 减仓 |
| MA | Mastercard Incorporated CMN Class A | $579.67万 | 0.22% | 11,601 | 243 | 2.1% | $12.14万 | 加仓 |
| COST | Costco Wholesale CRP Del | $591.28万 | 0.23% | 5,934 | -439 | -6.9% | -$43.74万 | 减仓 |
| HQY | Healthequity Inc Com | $630.13万 | 0.24% | 75,402 | 20 | 0.0% | $1,671 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Del CL B | $660.24万 | 0.25% | 13,778 | 1,591 | 13.1% | $76.24万 | 加仓 |
| MUB | iShares National Muni Bond ETF | $692.76万 | 0.27% | 65,262 | 656 | 1.0% | $6.96万 | 加仓 |
| AGG | iShares TR Core U S Aggregate BD ETF | $766.68万 | 0.30% | 77,232 | -1,089 | -1.4% | -$10.81万 | 减仓 |
| V | Visa Inc Com CL A | $806.96万 | 0.31% | 26,699 | 366 | 1.4% | $11.06万 | 加仓 |
| TMFC | RBB FD Inc (imotley Fool 100 Index Etf) | $848.24万 | 0.33% | 128,580 | 95 | 0.1% | $6,267 | 加仓 |
| VIG | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF | $881.40万 | 0.34% | 40,984 | 197 | 0.5% | $4.24万 | 加仓 |
| LLY | Eli Lilly & Co | $919.94万 | 0.35% | 10,002 | 273 | 2.8% | $25.11万 | 加仓 |
| BOND | PIMCO ETF TR Total Return Active ETF | $1,007.05万 | 0.39% | 109,129 | 3,265 | 3.1% | $30.13万 | 加仓 |
| AVGO | Broadcom Inc | $1,080.90万 | 0.42% | 34,923 | -824 | -2.3% | -$25.50万 | 减仓 |
| BIL | SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New | $1,089.21万 | 0.42% | 118,857 | 3,186 | 2.8% | $29.20万 | 加仓 |
| META | Meta Platforms Class A | $1,115.13万 | 0.43% | 19,491 | -283 | -1.4% | -$16.19万 | 减仓 |
| AON | Aon PLC CL A | $1,154.00万 | 0.44% | 35,752 | -6,037 | -14.4% | -$194.86万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,155.24万 | 0.44% | 39,273 | 5,062 | 14.8% | $148.90万 | 加仓 |
| IGM | iShares TR North Amern Tech ETF | $1,181.52万 | 0.45% | 99,698 | -646 | -0.6% | -$7.66万 | 减仓 |
| FMB | First TR Exchange Traded FD III Managed Mun ETF | $1,218.78万 | 0.47% | 240,580 | -4,319 | -1.8% | -$21.88万 | 减仓 |
| SPTI | SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index | $1,381.29万 | 0.53% | 481,957 | 20,721 | 4.5% | $59.39万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $1,500.61万 | 0.58% | 35,193 | -122 | -0.3% | -$5.20万 | 减仓 |
| IBIT | iShares Bitcoin TR SHS Ben Int | $1,602.12万 | 0.62% | 417,001 | 4,036 | 1.0% | $15.51万 | 加仓 |
| GOOG | Alphabet Inc Cap STK CL C | $1,602.63万 | 0.62% | 55,868 | -3,045 | -5.2% | -$87.35万 | 减仓 |
| VOO | Vanguard Index FDS S&P 500 ETF SHS New | $1,612.60万 | 0.62% | 26,987 | 456 | 1.7% | $27.25万 | 加仓 |
| IVV | iShares TR Core S&P 500 ETF | $1,633.66万 | 0.63% | 25,010 | 1,778 | 7.7% | $116.14万 | 加仓 |
| SOC | Sable Offshore Corp Com | $1,652.00万 | 0.64% | 1,000,000 | 0 | 0.0% | — | 不变 |
| TLT | iShares TR Barclays 20 Treas BD FD | $1,895.29万 | 0.73% | 218,628 | -4,427 | -2.0% | -$38.38万 | 减仓 |
| GOOGL | Alphabet Inc Cap STK CL A | $1,997.68万 | 0.77% | 69,470 | 1,857 | 2.7% | $53.40万 | 加仓 |
| IWB | iShares TR Russell 1000 ETF | $2,046.71万 | 0.79% | 57,402 | -477 | -0.8% | -$17.01万 | 减仓 |
| SPTL | SPDR Portfolio Long Term Treas ETF | $2,224.61万 | 0.86% | 845,860 | 19,663 | 2.4% | $51.71万 | 加仓 |
| SPYG | SPDR Ser TR S&P 500 Growth ETF | $2,399.66万 | 0.92% | 245,089 | 15,168 | 6.6% | $148.51万 | 加仓 |
| AXP | American Express Co | $2,463.17万 | 0.95% | 81,433 | -155 | -0.2% | -$4.69万 | 减仓 |
| BKAG | BNY Mellon ETF TR Core BD ETF ETF | $2,599.41万 | 1.00% | 615,975 | 31,715 | 5.4% | $133.84万 | 加仓 |
| IUSB | iShares TR Core Total Usd BD MKT ETF | $2,648.38万 | 1.02% | 573,367 | -7,263 | -1.3% | -$33.55万 | 减仓 |
| SPDW | SPDR Portfolio World Ex-US ETF | $2,744.32万 | 1.06% | 601,166 | 56,906 | 10.5% | $259.78万 | 加仓 |
| XLK | Technology Select Index 'SPDR' | $2,983.61万 | 1.15% | 224,500 | 29,970 | 15.4% | $398.30万 | 加仓 |
| AMZN | Amazon Com Inc | $3,177.18万 | 1.22% | 152,551 | 11,348 | 8.0% | $236.34万 | 加仓 |
| ILCG | iShares TR Morningstar Large-Cap Growth ETF | $3,399.63万 | 1.31% | 356,056 | 22,811 | 6.8% | $217.80万 | 加仓 |
| SMH | Vaneck Semiconductor | $3,573.93万 | 1.38% | 93,217 | 35,794 | 62.3% | $1,372.34万 | 加仓 |
| MSFT | Microsoft Corp Com | $3,678.40万 | 1.42% | 99,371 | 13,621 | 15.9% | $504.21万 | 加仓 |
| SPTM | SPDR Port TTL STCK MRKT | $3,812.78万 | 1.47% | 482,264 | 4,438 | 0.9% | $35.09万 | 加仓 |
| CVX | Chevron Corp | $3,855.86万 | 1.48% | 186,364 | 165,319 | 785.6% | $3,420.44万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR TR Unit | $3,988.02万 | 1.54% | 61,322 | 335 | 0.5% | $21.79万 | 加仓 |
| PDBC | Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF | $4,131.08万 | 1.59% | 2,385,149 | 40,591 | 1.7% | $70.30万 | 加仓 |
| SPTS | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index | $4,628.84万 | 1.78% | 1,586,304 | -48,040 | -2.9% | -$140.18万 | 减仓 |
| NVDA | Nvidia Corp Com | $4,687.98万 | 1.81% | 268,806 | -8,072 | -2.9% | -$140.78万 | 减仓 |
| SPAB | SPDR Ser TR Barclays Aggregate BD ETF | $4,769.31万 | 1.84% | 1,861,558 | 77,988 | 4.4% | $199.81万 | 加仓 |
| SOXX | iShares TR PHLX Semiconductor ETF | $4,779.49万 | 1.84% | 145,424 | 410 | 0.3% | $13.48万 | 加仓 |
| ITOT | iShares TR Core S&P Total U S STK MKT ETF | $5,380.74万 | 2.07% | 377,781 | 37,599 | 11.1% | $535.52万 | 加仓 |
| SHY | iShares Barclays 1-3 YR TSY BD | $6,253.77万 | 2.41% | 757,390 | 15,642 | 2.1% | $129.16万 | 加仓 |
| AAPL | Apple Inc Com | $6,407.68万 | 2.47% | 252,479 | -1,595 | -0.6% | -$40.48万 | 减仓 |
| IWV | iShares TR Russell 3000 ETF | $6,418.17万 | 2.47% | 173,146 | -4,211 | -2.4% | -$156.09万 | 减仓 |
| ACWX | iShares TR MSCI Acwi Ex US ETF | $7,477.18万 | 2.88% | 1,092,037 | 73,782 | 7.2% | $505.19万 | 加仓 |
| BKLC | BNY Mellon ETF TR US Large Cap Core Equity ETF | $7,764.32万 | 2.99% | 622,092 | 80,131 | 14.8% | $1,000.11万 | 加仓 |
| VTI | Vanguard Index FDS Vanguard Total STK MKT ETF | $1.11亿 | 4.26% | 344,929 | 14,304 | 4.3% | $458.89万 | 加仓 |
| IAU | iShares Gold Trust iShares New | $1.38亿 | 5.33% | 1,569,661 | 42,385 | 2.8% | $373.67万 | 加仓 |
| SGOV | iShares TR iShares 0-3 MNTH Treas BD ETF | $2.33亿 | 8.97% | 2,314,674 | -178,817 | -7.2% | -$1,799.97万 | 减仓 |