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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $1.03亿 | 10.05% | 1,139,343 | 1,825 | 0.2% | $16.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $8,586.23万 | 8.37% | 915,963 | 13,401 | 1.5% | $125.62万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,626.91万 | 7.43% | 695,315 | 61,473 | 9.7% | $674.30万 | 加仓 |
| IUSB | ISHARES TR | $5,850.25万 | 5.70% | 1,266,562 | 40,138 | 3.3% | $185.40万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,395.14万 | 5.26% | 669,290 | -9,726 | -1.4% | -$78.40万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $4,576.23万 | 4.46% | 1,002,460 | -32,878 | -3.2% | -$150.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,227.33万 | 4.12% | 96,782 | -310 | -0.3% | -$13.54万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,846.11万 | 3.75% | 770,917 | 78,827 | 11.4% | $393.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,240.01万 | 3.16% | 690,687 | -5,387 | -0.8% | -$25.27万 | 减仓 |
| MUB | ISHARES TR | $3,143.93万 | 3.06% | 296,178 | 1,285 | 0.4% | $13.64万 | 加仓 |
| IEMG | ISHARES INC | $3,079.90万 | 3.00% | 441,563 | -24,750 | -5.3% | -$172.63万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,354.72万 | 2.30% | 500,872 | 500,872 | — | $2,354.72万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,145.95万 | 2.09% | 420,940 | -11,264 | -2.6% | -$57.42万 | 减仓 |
| IDEV | ISHARES TR | $1,877.36万 | 1.83% | 224,645 | -12,521 | -5.3% | -$104.64万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,780.96万 | 1.74% | 90,773 | 144 | 0.2% | $2.83万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,773.02万 | 1.73% | 608,656 | -13,899 | -2.2% | -$40.49万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,731.75万 | 1.69% | 231,424 | -5,102 | -2.2% | -$38.18万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,696.70万 | 1.65% | 218,787 | -12,105 | -5.2% | -$93.87万 | 减仓 |
| IUSV | ISHARES TR | $1,489.72万 | 1.45% | 145,694 | 384 | 0.3% | $3.93万 | 加仓 |
| HDV | ISHARES TR | $1,297.32万 | 1.26% | 95,588 | 289 | 0.3% | $3.92万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,283.38万 | 1.25% | 420,781 | -107,214 | -20.3% | -$327.00万 | 减仓 |
| ICSH | ISHARES TR | $1,232.01万 | 1.20% | 243,383 | -13,142 | -5.1% | -$66.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,027.34万 | 1.00% | 160,321 | -7,257 | -4.3% | -$46.50万 | 减仓 |
| IWF | ISHARES TR | $1,024.36万 | 1.00% | 24,023 | 13 | 0.1% | $5,543 | 加仓 |
| IUSG | ISHARES TR | $988.87万 | 0.96% | 63,753 | -2,897 | -4.3% | -$44.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $978.86万 | 0.95% | 15,051 | -16 | -0.1% | -$1.04万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $958.82万 | 0.93% | 404,737 | -17,847 | -4.2% | -$42.28万 | 减仓 |
| IJR | ISHARES TR | $940.94万 | 0.92% | 75,693 | -16,184 | -17.6% | -$201.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $903.97万 | 0.88% | 13,900 | 13,900 | — | $903.97万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $861.41万 | 0.84% | 143,616 | -1,819 | -1.3% | -$10.91万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $831.22万 | 0.81% | 75,244 | -1,986 | -2.6% | -$21.94万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $824.54万 | 0.80% | 235,246 | -56,036 | -19.2% | -$196.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $699.04万 | 0.68% | 47,200 | -3,649 | -7.2% | -$54.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $671.32万 | 0.65% | 218,814 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $560.18万 | 0.55% | 69,518 | -1,085 | -1.5% | -$8.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $536.93万 | 0.52% | 168,054 | -46,836 | -21.8% | -$149.64万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $498.11万 | 0.49% | 58,711 | -6,373 | -9.8% | -$54.07万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $490.79万 | 0.48% | 115,481 | -37,822 | -24.7% | -$160.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $400.77万 | 0.39% | 137,817 | -501 | -0.4% | -$1.46万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $390.16万 | 0.38% | 157,639 | -13,270 | -7.8% | -$32.84万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $349.76万 | 0.34% | 76,836 | 451 | 0.6% | $2.05万 | 加仓 |
| IVV | ISHARES TR | $343.03万 | 0.33% | 5,251 | 3 | 0.1% | $1,960 | 加仓 |
| AAPL | APPLE INC | $340.03万 | 0.33% | 13,398 | -2,071 | -13.4% | -$52.56万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $334.28万 | 0.33% | 53,657 | -7,494 | -12.3% | -$46.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $316.18万 | 0.31% | 5,291 | 5 | 0.1% | $2,988 | 加仓 |
| NVDA | NVIDIA CORPORATION | $313.78万 | 0.31% | 17,992 | 1,221 | 7.3% | $21.29万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $302.79万 | 0.30% | 89,715 | -60,297 | -40.2% | -$203.50万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $289.15万 | 0.28% | 62,903 | -56,865 | -47.5% | -$261.39万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $283.58万 | 0.28% | 46,291 | 58 | 0.1% | $3,553 | 加仓 |
| SPYG | SPDR SERIES TRUST | $277.27万 | 0.27% | 28,319 | 34 | 0.1% | $3,329 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $274.66万 | 0.27% | 63,712 | -6,483 | -9.2% | -$27.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $228.70万 | 0.22% | 6,178 | -2,476 | -28.6% | -$91.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $219.16万 | 0.21% | 40,548 | -267 | -0.7% | -$1.44万 | 减仓 |
| GOOGL | ALPHABET INC | $214.15万 | 0.21% | 7,447 | -415 | -5.3% | -$11.93万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $212.04万 | 0.21% | 58,445 | -5,418 | -8.5% | -$19.66万 | 减仓 |
| IXUS | ISHARES TR | $206.34万 | 0.20% | 23,815 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $198.98万 | 0.19% | 20,486 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $195.21万 | 0.19% | 8,663 | -2,145 | -19.8% | -$48.33万 | 减仓 |
| IWP | ISHARES TR | $191.45万 | 0.19% | 14,943 | 3 | 0.0% | $384 | 加仓 |
| — | INNOVATOR ETFS TRUST | $187.10万 | 0.18% | 55,148 | -12,148 | -18.1% | -$41.21万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $175.14万 | 0.17% | 23,456 | -292 | -1.2% | -$2.18万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $167.18万 | 0.16% | 23,307 | 120 | 0.5% | $8,608 | 加仓 |
| SPSM | SPDR SERIES TRUST | $163.98万 | 0.16% | 33,937 | 20 | 0.1% | $966 | 加仓 |
| IWD | ISHARES TR | $145.71万 | 0.14% | 6,819 | 24 | 0.4% | $5,128 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $145.20万 | 0.14% | 14,496 | -753 | -4.9% | -$7.54万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $143.38万 | 0.14% | 55,964 | 1,421 | 2.6% | $3.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $137.28万 | 0.13% | 5,241 | 10 | 0.2% | $2,619 | 加仓 |
| VXF | VANGUARD INDEX FDS | $136.68万 | 0.13% | 6,641 | -6 | -0.1% | -$1,235 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.12万 | 0.13% | 1,356 | -220 | -14.0% | -$21.92万 | 减仓 |
| GOOG | ALPHABET INC | $118.83万 | 0.12% | 4,142 | -679 | -14.1% | -$19.48万 | 减仓 |
| EMXC | ISHARES INC | $116.44万 | 0.11% | 14,803 | 45 | 0.3% | $3,540 | 加仓 |
| AMZN | AMAZON COM INC | $114.34万 | 0.11% | 5,490 | -100 | -1.8% | -$2.08万 | 减仓 |
| VDE | VANGUARD WORLD FD | $105.43万 | 0.10% | 6,093 | -6,653 | -52.2% | -$115.12万 | 减仓 |
| AVGO | BROADCOM INC | $104.83万 | 0.10% | 3,387 | 116 | 3.5% | $3.59万 | 加仓 |
| ORCL | ORACLE CORP | $98.93万 | 0.10% | 6,725 | -91 | -1.3% | -$1.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.86万 | 0.09% | 6,988 | 2 | 0.0% | $266 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.36万 | 0.09% | 1,583 | -1,000 | -38.7% | -$57.71万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $85.38万 | 0.08% | 21,293 | -14,103 | -39.8% | -$56.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $83.81万 | 0.08% | 2,452 | -335 | -12.0% | -$11.45万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $83.64万 | 0.08% | 20,469 | -7,715 | -27.4% | -$31.52万 | 减仓 |
| TSLA | TESLA INC | $83.16万 | 0.08% | 2,237 | 81 | 3.8% | $3.01万 | 加仓 |
| USRT | ISHARES TR | $81.35万 | 0.08% | 13,744 | 8 | 0.1% | $474 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.90万 | 0.08% | 2,682 | 55 | 2.1% | $1.62万 | 加仓 |
| SYK | STRYKER CORPORATION | $67.50万 | 0.07% | 2,046 | 98 | 5.0% | $3.23万 | 加仓 |
| OFIX | ORTHOFIX MED INC | $66.38万 | 0.06% | 57,875 | 7,875 | 15.8% | $9.03万 | 重新持有 |
| APP | APPLOVIN CORP | $65.07万 | 0.06% | 1,635 | -211 | -11.4% | -$8.40万 | 减仓 |
| HD | HOME DEPOT INC | $64.44万 | 0.06% | 1,959 | -503 | -20.4% | -$16.55万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $62.30万 | 0.06% | 14,895 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $62.01万 | 0.06% | 3,655 | -2,169 | -37.2% | -$36.80万 | 减仓 |
| OAIM | UNIFIED SER TR | $61.13万 | 0.06% | 14,197 | 14,197 | — | $61.13万 | 新建仓 |
| ECL | ECOLAB INC | $60.55万 | 0.06% | 2,286 | 94 | 4.3% | $2.49万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $59.83万 | 0.06% | 12,969 | -1,195 | -8.4% | -$5.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.77万 | 0.06% | 1,216 | -458 | -27.4% | -$22.51万 | 减仓 |
| META | META PLATFORMS INC | $59.45万 | 0.06% | 1,039 | -25 | -2.3% | -$1.43万 | 减仓 |
| V | VISA INC | $58.13万 | 0.06% | 1,923 | -77 | -3.9% | -$2.33万 | 减仓 |
| DE | DEERE & CO | $56.27万 | 0.05% | 999 | 7 | 0.7% | $3,943 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $55.04万 | 0.05% | 10,091 | 18 | 0.2% | $982 | 加仓 |
| COHR | COHERENT CORP | $54.86万 | 0.05% | 2,303 | -1,893 | -45.1% | -$45.09万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.84万 | 0.05% | 2,110 | 127 | 6.4% | $3.30万 | 加仓 |
| DIS | DISNEY WALT CO | $53.67万 | 0.05% | 5,569 | 29 | 0.5% | $2,795 | 加仓 |