Global Trust Asset Management, LLC
PALM BEACH GARDENS FL · SEC CIK 0001729672
$3.20亿2026Q2 申报市值
462持仓数
37.4%前十大占比 · 第一大 6.8%
52 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGSH 加仓+$587.23万
SHY 加仓+$513.73万
IEI 加仓+$507.24万
IEF 加仓+$438.60万
VXUS 加仓+$232.13万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$378.33万
BRK/B 减仓-$296.32万
QQQ 减仓-$272.40万
AAPL 减仓-$214.85万
MCK 减仓-$145.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $7.43万 | 0.02% | 313 | -87 | -21.8% | -$2.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7.53万 | 0.02% | 1,940 | -1,400 | -41.9% | -$5.43万 | 减仓 |
| VEEV | VEEVA SYS INC | $7.65万 | 0.02% | 431 | -9 | -2.0% | -$1,597 | 减仓 |
| IJS | ISHARES TR | $7.72万 | 0.02% | 565 | -494 | -46.6% | -$6.75万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $7.90万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.20万 | 0.03% | 85 | 85 | — | $8.20万 | 新建仓 |
| ALL | ALLSTATE CORP | $8.33万 | 0.03% | 350 | -81 | -18.8% | -$1.93万 | 减仓 |
| MO | ALTRIA GROUP INC | $8.46万 | 0.03% | 1,176 | 62 | 5.6% | $4,461 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $8.48万 | 0.03% | 525 | 375 | 250.0% | $6.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8.71万 | 0.03% | 551 | -171 | -23.7% | -$2.70万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $8.73万 | 0.03% | 2,730 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $8.94万 | 0.03% | 1,147 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $9.01万 | 0.03% | 547 | 1 | 0.2% | $165 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $9.07万 | 0.03% | 400 | 400 | — | $9.07万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9.17万 | 0.03% | 315 | -62 | -16.4% | -$1.80万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9.27万 | 0.03% | 306 | -109 | -26.3% | -$3.30万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9.31万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $9.43万 | 0.03% | 1,600 | 1,300 | 433.3% | $7.66万 | 加仓 |
| VNOM | VIPER ENERGY INC | $9.62万 | 0.03% | 2,270 | -55 | -2.4% | -$2,332 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $10.08万 | 0.03% | 1,130 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $10.09万 | 0.03% | 158 | -17 | -9.7% | -$1.09万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $10.38万 | 0.03% | 654 | 244 | 59.5% | $3.87万 | 加仓 |
| IYZ | ISHARES TR | $10.45万 | 0.03% | 2,470 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.47万 | 0.03% | 357 | -80 | -18.3% | -$2.35万 | 减仓 |
| DIS | DISNEY WALT CO | $10.47万 | 0.03% | 1,088 | -644 | -37.2% | -$6.20万 | 减仓 |
| — | RAMACO RES INC | $10.53万 | 0.03% | 12,312 | 37 | 0.3% | $316 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $10.55万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.85万 | 0.03% | 1,818 | -145 | -7.4% | -$8,655 | 减仓 |
| IXUS | ISHARES TR | $11.41万 | 0.04% | 1,196 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $11.42万 | 0.04% | 312 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $11.89万 | 0.04% | 1,380 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $11.89万 | 0.04% | 1,791 | -171 | -8.7% | -$1.14万 | 减仓 |
| AMGN | AMGEN INC | $11.99万 | 0.04% | 331 | -250 | -43.0% | -$9.05万 | 减仓 |
| OMC | OMNICOM GROUP INC | $12.15万 | 0.04% | 1,668 | -675 | -28.8% | -$4.92万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $12.30万 | 0.04% | 2,060 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $12.31万 | 0.04% | 637 | -1,368 | -68.2% | -$26.43万 | 减仓 |
| INTC | INTEL CORP | $12.48万 | 0.04% | 894 | -2,011 | -69.2% | -$28.07万 | 减仓 |
| HYG | ISHARES TR | $12.64万 | 0.04% | 1,580 | -1,740 | -52.4% | -$13.91万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $12.64万 | 0.04% | 1,180 | -100 | -7.8% | -$1.07万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $12.67万 | 0.04% | 1,290 | -170 | -11.6% | -$1.67万 | 减仓 |
| IGV | ISHARES TR | $12.77万 | 0.04% | 1,410 | -750 | -34.7% | -$6.79万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $13.01万 | 0.04% | 262 | -10 | -3.7% | -$4,967 | 减仓 |
| DDOG | DATADOG INC | $13.18万 | 0.04% | 506 | 5 | 1.0% | $1,303 | 加仓 |
| BAC | BANK OF AMER CORP | $13.50万 | 0.04% | 2,369 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $13.70万 | 0.04% | 1,002 | 1,002 | — | $13.70万 | 新建仓 |
| MET | METLIFE INC | $14.45万 | 0.05% | 1,708 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $14.71万 | 0.05% | 1,237 | -545 | -30.6% | -$6.48万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $15.04万 | 0.05% | 1,109 | -2,315 | -67.6% | -$31.40万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $15.32万 | 0.05% | 570 | -315 | -35.6% | -$8.47万 | 减仓 |
| VO | VANGUARD INDEX FDS | $15.50万 | 0.05% | 1,924 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $15.65万 | 0.05% | 428 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.78万 | 0.05% | 1,344 | -126 | -8.6% | -$1.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $16.00万 | 0.05% | 676 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $16.04万 | 0.05% | 715 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $16.13万 | 0.05% | 585 | -587 | -50.1% | -$16.18万 | 减仓 |
| BX | BLACKSTONE INC | $16.30万 | 0.05% | 1,385 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $16.40万 | 0.05% | 1,295 | 46 | 3.7% | $5,824 | 加仓 |
| QUAL | ISHARES TR | $17.12万 | 0.05% | 780 | -100 | -11.4% | -$2.19万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $17.20万 | 0.05% | 1,669 | 150 | 9.9% | $1.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $17.29万 | 0.05% | 2,998 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $17.31万 | 0.05% | 1,167 | -87 | -6.9% | -$1.29万 | 减仓 |
| TFC | TRUIST FINL CORP | $17.57万 | 0.05% | 3,526 | 125 | 3.7% | $6,227 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $17.60万 | 0.06% | 2,168 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $18.21万 | 0.06% | 2,412 | -400 | -14.2% | -$3.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $18.31万 | 0.06% | 1,449 | -1,036 | -41.7% | -$13.09万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $18.57万 | 0.06% | 356 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $18.91万 | 0.06% | 780 | -264 | -25.3% | -$6.40万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $19.36万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $19.59万 | 0.06% | 4,580 | -300 | -6.1% | -$1.28万 | 减仓 |
| CRM | SALESFORCE INC | $19.62万 | 0.06% | 1,252 | 401 | 47.1% | $6.28万 | 加仓 |
| GE | GE AEROSPACE | $19.62万 | 0.06% | 525 | -56 | -9.6% | -$2.09万 | 减仓 |
| ABBV | ABBVIE INC | $19.80万 | 0.06% | 787 | 1 | 0.1% | $252 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $19.89万 | 0.06% | 479 | -240 | -33.4% | -$9.97万 | 减仓 |
| SDY | SPDR SERIES TRUST | $20.62万 | 0.06% | 1,355 | -1,020 | -42.9% | -$15.52万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $20.96万 | 0.07% | 8,500 | 1,500 | 21.4% | $3.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.19万 | 0.07% | 2,974 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $21.66万 | 0.07% | 1,326 | -314 | -19.1% | -$5.13万 | 减仓 |
| VFH | VANGUARD WORLD FD | $21.73万 | 0.07% | 1,651 | 965 | 140.7% | $12.70万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.83万 | 0.07% | 1,494 | 116 | 8.4% | $1.69万 | 加仓 |
| — | WELLS FARGO & CO | $21.98万 | 0.07% | 190 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.28万 | 0.07% | 536 | -22 | -3.9% | -$9,144 | 减仓 |
| GDX | VANECK ETF TRUST | $22.64万 | 0.07% | 3,000 | -140 | -4.5% | -$1.06万 | 减仓 |
| SMH | VANECK ETF TRUST | $24.33万 | 0.08% | 371 | 61 | 19.7% | $4.00万 | 加仓 |
| BA | BOEING CO | $24.57万 | 0.08% | 1,135 | 110 | 10.7% | $2.38万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.60万 | 0.08% | 2,730 | 1,625 | 147.1% | $14.64万 | 加仓 |
| FFIV | F5 INC | $26.00万 | 0.08% | 625 | -140 | -18.3% | -$5.82万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $28.16万 | 0.09% | 2,920 | -700 | -19.3% | -$6.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.16万 | 0.09% | 6,348 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $28.63万 | 0.09% | 1,827 | -135 | -6.9% | -$2.12万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.66万 | 0.09% | 741 | -204 | -21.6% | -$7.89万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $29.05万 | 0.09% | 5,378 | -187 | -3.4% | -$1.01万 | 减仓 |
| GLW | CORNING INC | $29.12万 | 0.09% | 1,140 | -100 | -8.1% | -$2.55万 | 减仓 |
| DE | DEERE & CO | $29.28万 | 0.09% | 462 | -4 | -0.9% | -$2,535 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $29.95万 | 0.09% | 8,776 | -1,700 | -16.2% | -$5.80万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $30.14万 | 0.09% | 7,000 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $30.48万 | 0.10% | 1,734 | -13 | -0.7% | -$2,285 | 减仓 |
| TWLO | TWILIO INC | $30.72万 | 0.10% | 1,489 | -1 | -0.1% | -$206 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.86万 | 0.10% | 6,050 | -300 | -4.7% | -$1.53万 | 减仓 |
| SAN | BANCO SANTANDER SA | $32.71万 | 0.10% | 23,700 | -810 | -3.3% | -$1.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $33.27万 | 0.10% | 1,230 | -90 | -6.8% | -$2.43万 | 减仓 |