13F 机构持仓

Global Strategic Investment Solutions, LLC

Scottsdale AZ · SEC CIK 0001760076

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.28亿2026Q2
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

IEFA 9.7%
VONV 8.2%
VONG 7.8%
IUSB 6.1%
SPDW 4.5%
VUG 4.4%
VTEB 3.8%
AVLV 3.6%
AVLC 3.3%
SPEM 3.2%

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
IJH ISHARES TR $57.49万0.05%7,455 70.1% $540 加仓
MPC MARATHON PETE CORP $55.84万0.05%2,184 -7-0.3% -$1,790 减仓
ITW ILLINOIS TOOL WKS INC $54.09万0.05%2,000 -110-5.2% -$2.98万 减仓
DIS DISNEY WALT CO $53.51万0.05%5,560 -9-0.2% -$866 减仓
OFIX ORTHOFIX MED INC $52.90万0.05%57,875 00.0% — 不变
— UNIFIED SER TR $51.91万0.05%10,405 3,02441.0% $15.09万 加仓
— EXXON MOBIL CORP $49.75万0.04%3,639 -16-0.4% -$2,187 减仓
MS MORGAN STANLEY $48.54万0.04%2,322 271.2% $5,644 加仓
DGRW WISDOMTREE TR $46.41万0.04%4,853 150.3% $1,434 加仓
AVXC AMERICAN CENTY ETF TR $42.45万0.04%4,957 -811-14.1% -$6.95万 减仓
MU MICRON TECHNOLOGY INC $41.55万0.04%360 360— $41.55万 新建仓
NVO NOVO-NORDISK A S $41.08万0.04%8,569 -967-10.1% -$4.64万 减仓
MCD MCDONALDS CORP $40.73万0.04%1,507 00.0% — 不变
VO VANGUARD INDEX FDS $39.90万0.04%4,953 -367-6.9% -$2.96万 减仓
LLY ELI LILLY & CO $39.23万0.03%327 -3-0.9% -$3,599 减仓
— INNOVATOR ETFS TRUST $38.70万0.03%11,392 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $35.95万0.03%4,617 00.0% — 不变
BCI ABRDN ETFS $35.72万0.03%15,989 15,989— $35.72万 新建仓
SCHE SCHWAB STRATEGIC TR $35.52万0.03%9,795 5956.5% $2.16万 加仓
EEM ISHARES TR $35.01万0.03%5,117 250.5% $1,710 加仓
VONE VANGUARD SCOTTSDALE FDS $34.77万0.03%1,026 10.1% $339 加仓
COR CENCORA INC $34.18万0.03%1,208 00.0% — 不变
NEE NEXTERA ENERGY INC $34.05万0.03%3,880 00.0% — 不变
PMAR INNOVATOR ETFS TRUST $33.25万0.03%6,960 00.0% — 不变
MSDL MORGAN STANLEY DIRECT LENDIN $33.15万0.03%21,927 4672.2% $7,061 加仓
CAT CATERPILLAR INC $33.12万0.03%311 10.3% $1,065 加仓
TRV TRAVELERS COMPANIES INC $33.01万0.03%1,000 70.7% $2,311 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $32.73万0.03%654 00.0% — 不变
NOBL PROSHARES TR $32.34万0.03%5,759 30.1% $168 加仓
— INNOVATOR ETFS TRUST $31.48万0.03%10,077 00.0% — 不变
LRCX LAM RESEARCH CORP $31.29万0.03%722 722— $31.29万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $30.55万0.03%6,041 480.8% $2,428 加仓
RTX RTX CORPORATION $30.05万0.03%1,584 352.3% $6,641 加仓
MSI MOTOROLA SOLUTIONS INC $27.78万0.02%669 -51-7.1% -$2.12万 减仓
BAC BANK OF AMER CORP $25.91万0.02%4,547 1493.4% $8,490 加仓
WMT WALMART INC $25.43万0.02%2,245 -43-1.9% -$4,870 减仓
MA MASTERCARD INCORPORATED $25.11万0.02%489 194.0% $9,758 加仓
ABBV ABBVIE INC $24.43万0.02%971 -3-0.3% -$755 减仓
IVW ISHARES TR $24.38万0.02%1,773 20.1% $275 加仓
QLYS QUALYS INC $24.27万0.02%1,765 00.0% — 重新持有
CSCO CISCO SYS INC $24.16万0.02%2,057 2,057— $24.16万 新建仓
USMV ISHARES TR $23.60万0.02%2,447 00.0% — 不变
NFLX NETFLIX INC. $23.29万0.02%3,262 742.3% $5,284 加仓
MO ALTRIA GROUP INC $22.75万0.02%3,162 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $22.75万0.02%7,730 00.0% — 重新持有
LMT LOCKHEED MARTIN CORP $22.64万0.02%444 51.1% $2,549 加仓
UNH UNITEDHEALTH GROUP INC $21.68万0.02%522 522— $21.68万 新建仓
— HIREQUEST INC $20.81万0.02%16,572 -972-5.5% -$1.22万 减仓
— INNOVATOR ETFS TRUST $20.54万0.02%6,242 6,242— $20.54万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $20.30万0.02%692 692— $20.30万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $14.94万0.01%200 -14,851-98.7% -$1,109.03万 减仓
— HONEYWELL INTL INC $00.00%0 -1,396-100.0% -$31.55万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,470-100.0% -$25.48万 清仓
TJX TJX COS INC NEW $00.00%0 -1,293-100.0% -$20.65万 清仓