Global Strategic Investment Solutions, LLC
Scottsdale AZ · SEC CIK 0001760076
$11.28亿2026Q2 申报市值
151持仓数
54.6%前十大占比 · 第一大 9.7%
7 / 3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
AVLC 加仓+$1,760.73万
IUSB 加仓+$1,072.24万
VTEB 加仓+$422.81万
ICSH 加仓+$415.58万
AAPL 加仓+$61.66万
2026Q2 卖出最多 按季末市值估算
AVLV 减仓-$2,050.17万
SPY 减仓-$1,109.03万
VONV 减仓-$539.19万
IEMG 减仓-$297.69万
MUB 减仓-$244.27万
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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $229.06万 | 0.20% | 24,000 | 185 | 0.8% | $1.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $236.14万 | 0.21% | 6,331 | 153 | 2.5% | $5.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $242.06万 | 0.21% | 40,553 | 5 | 0.0% | $298 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $246.52万 | 0.22% | 46,417 | 126 | 0.3% | $6,692 | 加仓 |
| GOOGL | ALPHABET INC | $284.52万 | 0.25% | 7,961 | 514 | 6.9% | $18.37万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $292.58万 | 0.26% | 63,043 | -669 | -1.1% | -$3.10万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $308.60万 | 0.27% | 63,224 | 321 | 0.5% | $1.57万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $320.19万 | 0.28% | 89,016 | -699 | -0.8% | -$2.51万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $337.37万 | 0.30% | 28,353 | 34 | 0.1% | $4,046 | 加仓 |
| NVDA | NVIDIA CORPORATION | $368.43万 | 0.33% | 18,413 | 421 | 2.3% | $8.42万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $369.05万 | 0.33% | 77,354 | 518 | 0.7% | $2.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $376.86万 | 0.33% | 5,487 | 196 | 3.7% | $13.46万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $392.61万 | 0.35% | 53,533 | -124 | -0.2% | -$9,094 | 减仓 |
| IVV | ISHARES TR | $412.46万 | 0.37% | 5,508 | 257 | 4.9% | $19.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $437.31万 | 0.39% | 157,874 | 235 | 0.1% | $6,509 | 加仓 |
| AAPL | APPLE INC | $449.36万 | 0.40% | 15,529 | 2,131 | 15.9% | $61.66万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $498.40万 | 0.44% | 137,946 | 129 | 0.1% | $4,661 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $506.79万 | 0.45% | 56,815 | -1,896 | -3.2% | -$16.91万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $510.33万 | 0.45% | 111,207 | -4,274 | -3.7% | -$19.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $560.07万 | 0.50% | 163,980 | -4,074 | -2.4% | -$13.91万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $652.01万 | 0.58% | 67,573 | -1,945 | -2.8% | -$18.77万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $693.86万 | 0.61% | 218,814 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $747.82万 | 0.66% | 47,321 | 121 | 0.3% | $1.91万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $839.15万 | 0.74% | 226,859 | -8,387 | -3.6% | -$31.02万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $930.34万 | 0.82% | 141,820 | -1,796 | -1.3% | -$11.78万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $956.89万 | 0.85% | 76,699 | 1,455 | 1.9% | $18.15万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $974.20万 | 0.86% | 410,881 | 6,144 | 1.5% | $14.57万 | 加仓 |
| IJR | ISHARES TR | $1,123.74万 | 1.00% | 75,769 | 76 | 0.1% | $1.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,127.62万 | 1.00% | 15,100 | 1,200 | 8.6% | $89.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,145.00万 | 1.01% | 160,701 | 380 | 0.2% | $2.71万 | 加仓 |
| IWF | ISHARES TR | $1,193.77万 | 1.06% | 96,140 | 48 | 0.0% | $5,960 | 加仓 |
| IUSG | ISHARES TR | $1,199.50万 | 1.06% | 63,772 | 19 | 0.0% | $3,574 | 加仓 |
| HDV | ISHARES TR | $1,315.49万 | 1.17% | 479,931 | 1,991 | 0.4% | $5.46万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,472.61万 | 1.31% | 423,041 | 2,260 | 0.5% | $7.87万 | 加仓 |
| IUSV | ISHARES TR | $1,609.31万 | 1.43% | 146,101 | 407 | 0.3% | $4.48万 | 加仓 |
| ICSH | ISHARES TR | $1,646.61万 | 1.46% | 325,545 | 82,162 | 33.8% | $415.58万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,850.37万 | 1.64% | 239,004 | 7,580 | 3.3% | $58.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,943.79万 | 1.72% | 574,406 | -34,250 | -5.6% | -$115.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,981.02万 | 1.76% | 90,901 | 128 | 0.1% | $2.79万 | 加仓 |
| IDEV | ISHARES TR | $2,021.24万 | 1.79% | 227,080 | 2,435 | 1.1% | $21.67万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,088.01万 | 1.85% | 409,414 | -11,526 | -2.7% | -$58.78万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,726.89万 | 2.42% | 500,857 | -15 | -0.0% | -$817 | 减仓 |
| MUB | ISHARES TR | $2,943.21万 | 2.61% | 273,481 | -22,697 | -7.7% | -$244.27万 | 减仓 |
| IEMG | ISHARES INC | $3,360.22万 | 2.98% | 405,628 | -35,935 | -8.1% | -$297.69万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $3,589.32万 | 3.18% | 693,186 | 2,499 | 0.4% | $12.94万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,728.93万 | 3.31% | 414,510 | 195,723 | 89.5% | $1,760.73万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,054.42万 | 3.59% | 444,515 | -224,775 | -33.6% | -$2,050.17万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,322.10万 | 3.83% | 854,509 | 83,592 | 10.8% | $422.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,004.55万 | 4.44% | 580,979 | 287 | 0.0% | $2.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,071.03万 | 4.49% | 1,006,356 | 3,896 | 0.4% | $19.63万 | 加仓 |
| IUSB | ISHARES TR | $6,917.42万 | 6.13% | 1,498,899 | 232,337 | 18.3% | $1,072.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,790.04万 | 7.79% | 687,743 | -7,572 | -1.1% | -$96.78万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $9,198.41万 | 8.15% | 865,244 | -50,719 | -5.5% | -$539.19万 | 减仓 |
| IEFA | ISHARES TR | $1.10亿 | 9.73% | 1,136,642 | -2,701 | -0.2% | -$26.09万 | 减仓 |