13F 机构持仓

Global Trust Asset Management, LLC

PALM BEACH GARDENS FL · SEC CIK 0001729672

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q1 申报市值
456持仓数
36.4%前十大占比 · 第一大 6.4%
43 / 45新建仓 / 清仓
申报市值走势$3.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SHY 6.4%
IEI 4.4%
LITE 4.0%
AAPL 3.9%
SPY 3.7%
QQQ 3.6%
IEF 3.6%
BRK/B 2.5%
PLTR 2.2%
NEE 2.1%

2026Q1 买入最多 按季末市值估算

AAOI 加仓+$268.64万
VGSH 重新持有+$173.52万
SNDK 新建仓+$165.26万
SHY 加仓+$152.79万
IEI 加仓+$128.80万

2026Q1 卖出最多 按季末市值估算

CRDO 清仓-$335.45万
LITE 减仓-$245.69万
MDT 减仓-$123.78万
DHR 减仓-$112.15万
APP 清仓-$105.96万

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
DIHP DIMENSIONAL ETF TRUST $33.75万0.13%10,476 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $32.40万0.12%2,472 2,472— $32.40万 新建仓
JMST J P MORGAN EXCHANGE TRADED F $32.37万0.12%6,350 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $32.34万0.12%1,685 00.0% — 不变
VNQ VANGUARD INDEX FDS $32.11万0.12%3,620 1203.4% $1.06万 加仓
— HONEYWELL INTL INC $31.84万0.12%1,409 -132-8.6% -$2.98万 减仓
CI THE CIGNA GROUP $31.25万0.12%1,172 -22-1.8% -$5,866 减仓
MSI MOTOROLA SOLUTIONS INC $31.20万0.12%719 -34-4.5% -$1.48万 减仓
ADI ANALOG DEVICES INC $30.89万0.12%971 00.0% — 不变
NVS NOVARTIS AG $29.96万0.11%1,962 -232-10.6% -$3.54万 减仓
DFIV DIMENSIONAL ETF TRUST $29.37万0.11%5,565 -480-7.9% -$2.53万 减仓
GDX VANECK ETF TRUST $28.82万0.11%3,140 -610-16.3% -$5.60万 减仓
XLI SELECT SECTOR SPDR TR $28.63万0.11%1,770 25016.4% $4.04万 加仓
MGK VANGUARD WORLD FD $28.61万0.11%779 -165-17.5% -$6.06万 减仓
MGV VANGUARD WORLD FD $28.56万0.11%1,970 38524.3% $5.58万 加仓
PFEB INNOVATOR ETFS TRUST $28.07万0.11%7,000 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $27.66万0.11%945 -93-9.0% -$2.72万 减仓
SAN BANCO SANTANDER SA $27.65万0.11%24,510 -1,000-3.9% -$1.13万 减仓
IJH ISHARES TR $27.57万0.11%4,083 1,19041.1% $8.04万 加仓
HYG ISHARES TR $26.41万0.10%3,320 -147-4.2% -$1.17万 减仓
DE DEERE & CO $26.23万0.10%466 5312.8% $2.98万 加仓
IBM INTERNATIONAL BUSINESS MACHS $25.62万0.10%1,057 -86-7.5% -$2.08万 减仓
IAU ISHARES GOLD TR $24.79万0.09%2,812 622.3% $5,466 加仓
— DIMENSIONAL ETF TRUST $24.67万0.09%6,348 00.0% — 不变
ITA ISHARES TR $22.84万0.09%1,044 14916.6% $3.26万 加仓
HII HUNTINGTON INGALLS INDS INC $22.49万0.09%592 315113.7% $11.97万 加仓
FFIV F5 INC $22.13万0.08%765 00.0% — 不变
— WELLS FARGO & CO $21.95万0.08%190 00.0% — 不变
PWR QUANTA SVCS INC $20.59万0.08%375 375— $20.59万 新建仓
AMGN AMGEN INC $20.43万0.08%581 6412.4% $2.25万 加仓
BA BOEING CO $20.40万0.08%1,025 12513.9% $2.49万 加仓
HWM HOWMET AEROSPACE INC $20.40万0.08%885 12516.4% $2.88万 加仓
JNK SPDR SERIES TRUST $20.34万0.08%2,125 -150-6.6% -$1.44万 减仓
EPI WISDOMTREE TR $19.91万0.08%4,880 2004.3% $8,160 加仓
VEA VANGUARD TAX-MANAGED FDS $19.06万0.07%2,974 1,10359.0% $7.07万 加仓
Q QNITY ELECTRONICS INC $18.92万0.07%1,640 1,640— $18.92万 新建仓
TWLO TWILIO INC $18.75万0.07%1,490 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $18.04万0.07%1,378 1,115424.0% $14.60万 加仓
NJUL INNOVATOR ETFS TRUST $17.85万0.07%2,500 00.0% — 不变
OMC OMNICOM GROUP INC $17.65万0.07%2,343 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $17.55万0.07%2,168 00.0% — 不变
SCHJ SCHWAB STRATEGIC TR $17.31万0.07%7,000 -1,000-12.5% -$2.47万 减仓
IGV ISHARES TR $17.29万0.07%2,160 -115-5.1% -$9,206 减仓
ABBV ABBVIE INC $17.09万0.07%786 10.1% $217 加仓
QUAL ISHARES TR $16.88万0.06%880 10012.8% $1.92万 加仓
GLW CORNING INC $16.86万0.06%1,240 00.0% — 不变
DIS DISNEY WALT CO $16.70万0.06%1,732 -5,696-76.7% -$54.91万 减仓
GE GE AEROSPACE $16.49万0.06%581 -25-4.1% -$7,094 减仓
DIA STATE STR SPDR DOW JONES IND $16.47万0.06%356 00.0% — 不变
MSM MSC INDL DIRECT INC $16.44万0.06%1,782 00.0% — 不变
DUK DUKE ENERGY CORP NEW $16.36万0.06%1,249 24324.2% $3.18万 加仓
BX BLACKSTONE INC $15.93万0.06%1,385 00.0% — 不变
CRM SALESFORCE INC $15.88万0.06%851 -20-2.3% -$3,732 减仓
— DUPONT DE NEMOURS INC $15.68万0.06%3,424 00.0% — 不变
TFC TRUIST FINL CORP $15.63万0.06%3,401 00.0% — 不变
IJR ISHARES TR $15.59万0.06%1,254 -739-37.1% -$9.19万 减仓
FCX FREEPORT MCMORAN INC $15.50万0.06%2,637 1,500131.9% $8.82万 加仓
AVDV AMERICAN CENTY ETF TR $15.17万0.06%1,519 -625-29.2% -$6.24万 减仓
UNH UNITEDHEALTH GROUP INC $15.10万0.06%558 00.0% — 不变
DOV DOVER CORP $14.90万0.06%715 00.0% — 不变
— EXXON MOBIL CORP $14.76万0.06%870 00.0% — 不变
VLO VALERO ENERGY CORP $14.70万0.06%595 595— $14.70万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $14.54万0.06%676 00.0% — 不变
SPSM SPDR SERIES TRUST $14.49万0.06%2,998 00.0% — 不变
XLC SELECT SECTOR SPDR TR $14.19万0.05%1,280 -100-7.2% -$1.11万 减仓
VO VANGUARD INDEX FDS $13.81万0.05%481 -223-31.7% -$6.40万 减仓
VYMI VANGUARD WHITEHALL FDS $13.76万0.05%1,460 1,460— $13.76万 新建仓
XLK SELECT SECTOR SPDR TR $13.40万0.05%1,008 -330-24.7% -$4.39万 减仓
LHX L3HARRIS TECHNOLOGIES INC $13.03万0.05%377 00.0% — 不变
VBK VANGUARD INDEX FDS $12.94万0.05%428 -50-10.5% -$1.51万 减仓
CWB SPDR SERIES TRUST $12.86万0.05%1,405 00.0% — 不变
INTC INTEL CORP $12.82万0.05%2,905 65829.3% $2.90万 加仓
APD AIR PRODUCTS AND CHEMICALS I $12.69万0.05%437 -263-37.6% -$7.64万 减仓
IJS ISHARES TR $12.54万0.05%1,059 00.0% — 不变
— RAMACO RES INC $12.52万0.05%12,275 1671.4% $1,703 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $12.31万0.05%2,060 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $12.15万0.05%272 -158-36.7% -$7.06万 减仓
MET METLIFE INC $12.08万0.05%1,708 00.0% — 不变
SPTM SPDR SERIES TRUST $11.91万0.05%1,507 00.0% — 不变
SMH VANECK ETF TRUST $11.89万0.05%310 -45-12.7% -$1.73万 减仓
— DIMENSIONAL ETF TRUST $11.70万0.04%3,340 00.0% — 不变
BAC BANK AMERICA CORP $11.55万0.04%2,369 -600-20.2% -$2.93万 减仓
CSCO CISCO SYS INC $11.41万0.04%1,470 35031.2% $2.72万 加仓
VNOM VIPER ENERGY INC $10.93万0.04%2,325 00.0% — 不变
DHR DANAHER CORP DEL $10.81万0.04%570 -5,915-91.2% -$112.15万 减仓
VYM VANGUARD WHITEHALL FDS $10.69万0.04%722 -340-32.0% -$5.04万 减仓
BWA BORGWARNER INC $10.65万0.04%1,962 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $10.61万0.04%1,963 00.0% — 不变
IXUS ISHARES TR $10.36万0.04%1,196 00.0% — 不变
NEM NEWMONT CORP $10.29万0.04%951 9001,764.7% $9.74万 加仓
VUG VANGUARD INDEX FDS $10.05万0.04%230 00.0% — 不变
OEF ISHARES TR $9.92万0.04%312 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $9.86万0.04%415 30.7% $713 加仓
PSX PHILLIPS 66 $9.86万0.04%541 00.0% — 不变
SPH SUBURBAN PROPANE PARTNERS L $9.85万0.04%5,000 5,000— $9.85万 新建仓
IYZ ISHARES TR $9.71万0.04%2,470 2,470— $9.71万 新建仓
BSEP INNOVATOR ETFS TRUST $9.62万0.04%2,000 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $9.59万0.04%1,130 00.0% — 不变
UTES ETFIS SER TR I $9.27万0.04%1,160 -1,100-48.7% -$8.79万 减仓
T AT&T INC $9.06万0.03%3,126 -9,320-74.9% -$27.02万 减仓