Global Strategic Investment Solutions, LLC
Scottsdale AZ · SEC CIK 0001760076
$10.26亿2026Q1 申报市值
145持仓数
55.4%前十大占比 · 第一大 10.1%
6 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVTM 新建仓+$2,354.72万
VONG 加仓+$674.30万
VTEB 加仓+$393.27万
IUSB 加仓+$185.40万
VONV 加仓+$125.62万
2026Q1 卖出最多 按季末市值估算
SCHV 减仓-$327.00万
PJUL 减仓-$261.39万
IJUL 减仓-$203.50万
IJR 减仓-$201.18万
IOCT 减仓-$196.41万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,000 | -100.0% | -$64.18万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,753 | -100.0% | -$40.56万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,872 | -100.0% | -$38.74万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -2,717 | -100.0% | -$38.44万 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -9,602 | -100.0% | -$37.59万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -2,363 | -100.0% | -$33.86万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,855 | -100.0% | -$26.63万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,046 | -100.0% | -$25.28万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,643 | -100.0% | -$23.11万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -208 | -100.0% | -$22.28万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,199 | -100.0% | -$21.31万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HIREQUEST INC | $17.51万 | 0.02% | 17,544 | 36 | 0.2% | $359 | 加仓 |
| IVW | ISHARES TR | $20.03万 | 0.02% | 1,771 | 1 | 0.1% | $113 | 加仓 |
| TJX | TJX COS INC NEW | $20.65万 | 0.02% | 1,293 | 1,293 | — | $20.65万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.87万 | 0.02% | 3,162 | 37 | 1.2% | $2,442 | 重新持有 |
| ABBV | ABBVIE INC | $21.18万 | 0.02% | 974 | -1,420 | -59.3% | -$30.88万 | 减仓 |
| BAC | BANK AMERICA CORP | $21.44万 | 0.02% | 4,398 | -362 | -7.6% | -$1.76万 | 减仓 |
| CAT | CATERPILLAR INC | $21.96万 | 0.02% | 310 | 310 | — | $21.96万 | 新建仓 |
| USMV | ISHARES TR | $22.69万 | 0.02% | 2,447 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.48万 | 0.02% | 470 | 17 | 3.8% | $8,494 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.48万 | 0.02% | 2,470 | 134 | 5.7% | $1.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.55万 | 0.03% | 439 | 7 | 1.6% | $4,234 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $26.58万 | 0.03% | 4,617 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.44万 | 0.03% | 2,288 | -66 | -2.8% | -$8,203 | 减仓 |
| EEM | ISHARES TR | $28.92万 | 0.03% | 5,092 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $28.96万 | 0.03% | 993 | 8 | 0.8% | $2,333 | 加仓 |
| — | UNIFIED SER TR | $29.76万 | 0.03% | 7,381 | 7,381 | — | $29.76万 | 新建仓 |
| RTX | RTX CORPORATION | $29.88万 | 0.03% | 1,549 | 31 | 2.0% | $5,980 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $29.96万 | 0.03% | 21,460 | 166 | 0.8% | $2,317 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.12万 | 0.03% | 10,077 | -72 | -0.7% | -$2,152 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $30.25万 | 0.03% | 1,025 | 2 | 0.2% | $590 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $30.32万 | 0.03% | 9,200 | -439 | -4.6% | -$1.45万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $30.33万 | 0.03% | 5,993 | -5,547 | -48.1% | -$28.07万 | 减仓 |
| LLY | ELI LILLY & CO | $30.36万 | 0.03% | 330 | 3 | 0.9% | $2,760 | 加仓 |
| NOBL | PROSHARES TR | $30.51万 | 0.03% | 2,878 | -63 | -2.1% | -$6,679 | 减仓 |
| NFLX | NETFLIX INC. | $30.65万 | 0.03% | 3,188 | -552 | -14.8% | -$5.31万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $31.06万 | 0.03% | 6,960 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.34万 | 0.03% | 654 | -8 | -1.2% | -$3,834 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.41万 | 0.03% | 720 | -398 | -35.6% | -$17.36万 | 减仓 |
| — | HONEYWELL INTL INC | $31.55万 | 0.03% | 1,396 | 7 | 0.5% | $1,582 | 加仓 |
| NVO | NOVO-NORDISK A S | $35.07万 | 0.03% | 9,536 | -3,844 | -28.7% | -$14.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $36.03万 | 0.04% | 3,880 | -3 | -0.1% | -$279 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.49万 | 0.04% | 11,392 | -9,849 | -46.4% | -$31.55万 | 减仓 |
| MS | MORGAN STANLEY | $37.77万 | 0.04% | 2,295 | 15 | 0.7% | $2,469 | 加仓 |
| COR | CENCORA INC | $37.95万 | 0.04% | 1,208 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $38.19万 | 0.04% | 1,330 | -798 | -37.5% | -$22.91万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $39.01万 | 0.04% | 5,768 | 262 | 4.8% | $1.77万 | 加仓 |
| DGRW | WISDOMTREE TR | $42.50万 | 0.04% | 4,838 | 13 | 0.3% | $1,142 | 加仓 |
| KLAC | KLA CORP | $43.22万 | 0.04% | 301 | -229 | -43.2% | -$32.89万 | 减仓 |
| TER | TERADYNE INC | $43.88万 | 0.04% | 1,480 | 6 | 0.4% | $1,779 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.71万 | 0.04% | 2,247 | -966 | -30.1% | -$19.65万 | 减仓 |
| MCD | MCDONALDS CORP | $46.83万 | 0.05% | 1,507 | 20 | 1.3% | $6,215 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $47.28万 | 0.05% | 2,738 | 40 | 1.5% | $6,907 | 加仓 |
| IJH | ISHARES TR | $50.30万 | 0.05% | 7,448 | 6 | 0.1% | $405 | 加仓 |
| VTI | VANGUARD INDEX FDS | $51.76万 | 0.05% | 1,613 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $53.50万 | 0.05% | 2,191 | -12 | -0.5% | -$2,930 | 减仓 |
| DIS | DISNEY WALT CO | $53.67万 | 0.05% | 5,569 | 29 | 0.5% | $2,795 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.84万 | 0.05% | 2,110 | 127 | 6.4% | $3.30万 | 加仓 |
| COHR | COHERENT CORP | $54.86万 | 0.05% | 2,303 | -1,893 | -45.1% | -$45.09万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $55.04万 | 0.05% | 10,091 | 18 | 0.2% | $982 | 加仓 |
| DE | DEERE & CO | $56.27万 | 0.05% | 999 | 7 | 0.7% | $3,943 | 加仓 |
| V | VISA INC | $58.13万 | 0.06% | 1,923 | -77 | -3.9% | -$2.33万 | 减仓 |
| META | META PLATFORMS INC | $59.45万 | 0.06% | 1,039 | -25 | -2.3% | -$1.43万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.77万 | 0.06% | 1,216 | -458 | -27.4% | -$22.51万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $59.83万 | 0.06% | 12,969 | -1,195 | -8.4% | -$5.51万 | 减仓 |
| ECL | ECOLAB INC | $60.55万 | 0.06% | 2,286 | 94 | 4.3% | $2.49万 | 加仓 |
| OAIM | UNIFIED SER TR | $61.13万 | 0.06% | 14,197 | 14,197 | — | $61.13万 | 新建仓 |
| — | EXXON MOBIL CORP | $62.01万 | 0.06% | 3,655 | -2,169 | -37.2% | -$36.80万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $62.30万 | 0.06% | 14,895 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $64.44万 | 0.06% | 1,959 | -503 | -20.4% | -$16.55万 | 减仓 |
| APP | APPLOVIN CORP | $65.07万 | 0.06% | 1,635 | -211 | -11.4% | -$8.40万 | 减仓 |
| OFIX | ORTHOFIX MED INC | $66.38万 | 0.06% | 57,875 | 7,875 | 15.8% | $9.03万 | 重新持有 |
| SYK | STRYKER CORPORATION | $67.50万 | 0.07% | 2,046 | 98 | 5.0% | $3.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.90万 | 0.08% | 2,682 | 55 | 2.1% | $1.62万 | 加仓 |
| USRT | ISHARES TR | $81.35万 | 0.08% | 13,744 | 8 | 0.1% | $474 | 加仓 |
| TSLA | TESLA INC | $83.16万 | 0.08% | 2,237 | 81 | 3.8% | $3.01万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $83.64万 | 0.08% | 20,469 | -7,715 | -27.4% | -$31.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $83.81万 | 0.08% | 2,452 | -335 | -12.0% | -$11.45万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $85.38万 | 0.08% | 21,293 | -14,103 | -39.8% | -$56.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $91.36万 | 0.09% | 1,583 | -1,000 | -38.7% | -$57.71万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.86万 | 0.09% | 6,988 | 2 | 0.0% | $266 | 加仓 |
| ORCL | ORACLE CORP | $98.93万 | 0.10% | 6,725 | -91 | -1.3% | -$1.34万 | 减仓 |
| AVGO | BROADCOM INC | $104.83万 | 0.10% | 3,387 | 116 | 3.5% | $3.59万 | 加仓 |
| VDE | VANGUARD WORLD FD | $105.43万 | 0.10% | 6,093 | -6,653 | -52.2% | -$115.12万 | 减仓 |
| AMZN | AMAZON COM INC | $114.34万 | 0.11% | 5,490 | -100 | -1.8% | -$2.08万 | 减仓 |
| EMXC | ISHARES INC | $116.44万 | 0.11% | 14,803 | 45 | 0.3% | $3,540 | 加仓 |
| GOOG | ALPHABET INC | $118.83万 | 0.12% | 4,142 | -679 | -14.1% | -$19.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.12万 | 0.13% | 1,356 | -220 | -14.0% | -$21.92万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $136.68万 | 0.13% | 6,641 | -6 | -0.1% | -$1,235 | 减仓 |
| VB | VANGUARD INDEX FDS | $137.28万 | 0.13% | 5,241 | 10 | 0.2% | $2,619 | 加仓 |
| SPAB | SPDR SERIES TRUST | $143.38万 | 0.14% | 55,964 | 1,421 | 2.6% | $3.64万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $145.20万 | 0.14% | 14,496 | -753 | -4.9% | -$7.54万 | 减仓 |
| IWD | ISHARES TR | $145.71万 | 0.14% | 6,819 | 24 | 0.4% | $5,128 | 加仓 |
| SPSM | SPDR SERIES TRUST | $163.98万 | 0.16% | 33,937 | 20 | 0.1% | $966 | 加仓 |
| VSGX | VANGUARD WORLD FD | $167.18万 | 0.16% | 23,307 | 120 | 0.5% | $8,608 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $175.14万 | 0.17% | 23,456 | -292 | -1.2% | -$2.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $187.10万 | 0.18% | 55,148 | -12,148 | -18.1% | -$41.21万 | 减仓 |
| IWP | ISHARES TR | $191.45万 | 0.19% | 14,943 | 3 | 0.0% | $384 | 加仓 |