Global Wealth Management Investment Advisory, Inc.
FORT LAUDERDALE FL · SEC CIK 0001767855
$6.38亿2026Q1 申报市值
158持仓数
29.8%前十大占比 · 第一大 3.6%
12 / 6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
IBM 加仓+$452.07万
DABS 新建仓+$410.25万
UPS 重新持有+$324.00万
MSFT 加仓+$288.44万
NET 加仓+$182.43万
2026Q1 卖出最多 按季末市值估算
ORCL 清仓-$504.24万
ETN 重新持有-$406.83万
CAT 减仓-$200.48万
JNJ 减仓-$175.68万
WMT 减仓-$146.14万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -25,870 | -100.0% | -$504.24万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -77,498 | -100.0% | -$114.78万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -11,514 | -100.0% | -$28.60万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,950 | -100.0% | -$27.52万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -890 | -100.0% | -$21.46万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$21.37万 | 清仓 |
| — | FARMER BROS CO | $3.11万 | 0.00% | 24,508 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $20.35万 | 0.03% | 1,794 | -4 | -0.2% | -$454 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.57万 | 0.03% | 1,569 | 1,569 | — | $20.57万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.75万 | 0.03% | 997 | 997 | — | $20.75万 | 新建仓 |
| ETN | EATON CORP PLC | $21.35万 | 0.03% | 597 | -11,376 | -95.0% | -$406.83万 | 重新持有 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.36万 | 0.03% | 450 | 450 | — | $21.36万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.59万 | 0.03% | 884 | 884 | — | $21.59万 | 新建仓 |
| SMH | VANECK ETF TRUST | $21.85万 | 0.03% | 570 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $21.86万 | 0.03% | 362 | 362 | — | $21.86万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.09万 | 0.03% | 1,597 | -132 | -7.6% | -$1.83万 | 减仓 |
| MO | ALTRIA GROUP INC | $22.77万 | 0.04% | 3,451 | -142 | -4.0% | -$9,371 | 减仓 |
| SHM | SPDR SERIES TRUST | $23.33万 | 0.04% | 4,878 | 560 | 13.0% | $2.68万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $23.70万 | 0.04% | 3,420 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $23.96万 | 0.04% | 966 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $24.02万 | 0.04% | 4,820 | 4,820 | — | $24.02万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $24.10万 | 0.04% | 9,716 | 9,716 | — | $24.10万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $24.11万 | 0.04% | 354 | 354 | — | $24.11万 | 新建仓 |
| WRB | BERKLEY W R CORP | $24.23万 | 0.04% | 3,655 | 25 | 0.7% | $1,657 | 加仓 |
| SUB | ISHARES TR | $24.34万 | 0.04% | 2,285 | -644 | -22.0% | -$6.86万 | 减仓 |
| GLD | SPDR GOLD TR | $24.44万 | 0.04% | 568 | -11 | -1.9% | -$4,733 | 减仓 |
| AON | AON PLC | $24.53万 | 0.04% | 760 | 3 | 0.4% | $968 | 加仓 |
| CRM | SALESFORCE INC | $24.77万 | 0.04% | 1,327 | -87 | -6.2% | -$1.62万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $24.90万 | 0.04% | 6,653 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.22万 | 0.04% | 746 | -31 | -4.0% | -$1.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.33万 | 0.04% | 1,294 | -404 | -23.8% | -$8.22万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.04万 | 0.04% | 2,929 | -12 | -0.4% | -$1,108 | 减仓 |
| SPYM | SPDR SERIES TRUST | $27.28万 | 0.04% | 3,565 | 160 | 4.7% | $1.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.59万 | 0.05% | 1,376 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $29.98万 | 0.05% | 2,340 | 405 | 20.9% | $5.19万 | 加仓 |
| VGT | VANGUARD WORLD FD | $30.35万 | 0.05% | 435 | 435 | — | $30.35万 | 新建仓 |
| CMI | CUMMINS INC | $31.58万 | 0.05% | 587 | 1 | 0.2% | $538 | 加仓 |
| IVW | ISHARES TR | $32.01万 | 0.05% | 2,830 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $32.62万 | 0.05% | 6,538 | -5,666 | -46.4% | -$28.27万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $33.50万 | 0.05% | 12,590 | 12,590 | — | $33.50万 | 新建仓 |
| BA | BOEING CO | $34.47万 | 0.05% | 1,732 | 7 | 0.4% | $1,393 | 加仓 |
| V | VISA INC | $38.44万 | 0.06% | 1,272 | -11 | -0.9% | -$3,325 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.47万 | 0.06% | 790 | 7 | 0.9% | $3,498 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.98万 | 0.06% | 7,997 | 7,997 | — | $39.98万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $52.69万 | 0.08% | 4,700 | -89 | -1.9% | -$9,978 | 减仓 |
| IWF | ISHARES TR | $52.71万 | 0.08% | 1,236 | -22 | -1.7% | -$9,383 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $56.83万 | 0.09% | 5,673 | -280 | -4.7% | -$2.80万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $59.57万 | 0.09% | 12,397 | -563 | -4.3% | -$2.71万 | 减仓 |
| MUB | ISHARES TR | $67.34万 | 0.11% | 6,344 | -2,892 | -31.3% | -$30.70万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.83万 | 0.11% | 6,275 | -179 | -2.8% | -$1.96万 | 减仓 |
| AVGO | BROADCOM INC | $69.73万 | 0.11% | 2,253 | 74 | 3.4% | $2.29万 | 加仓 |
| ENB | ENBRIDGE INC | $77.89万 | 0.12% | 14,386 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $81.45万 | 0.13% | 16,091 | 2 | 0.0% | $101 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.85万 | 0.13% | 1,305 | -1 | -0.1% | -$650 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $87.07万 | 0.14% | 12,659 | -567 | -4.3% | -$3.90万 | 减仓 |
| KKR | KKR & CO INC | $88.31万 | 0.14% | 9,548 | 1,747 | 22.4% | $16.16万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $88.59万 | 0.14% | 11,206 | 71 | 0.6% | $5,613 | 加仓 |
| WTMF | WISDOMTREE TR | $91.75万 | 0.14% | 23,120 | 508 | 2.2% | $2.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.11万 | 0.15% | 17,412 | -791 | -4.3% | -$4.28万 | 减仓 |
| BX | BLACKSTONE INC | $95.24万 | 0.15% | 8,282 | 1,687 | 25.6% | $19.40万 | 加仓 |
| GCC | WISDOMTREE TR | $98.14万 | 0.15% | 40,994 | 609 | 1.5% | $1.46万 | 加仓 |
| PLD | PROLOGIS INC. | $99.31万 | 0.16% | 7,514 | 181 | 2.5% | $2.39万 | 加仓 |
| EFG | ISHARES TR | $101.65万 | 0.16% | 9,127 | -710 | -7.2% | -$7.91万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $102.43万 | 0.16% | 28,868 | -2,160 | -7.0% | -$7.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $105.66万 | 0.17% | 2,205 | -184 | -7.7% | -$8.82万 | 减仓 |
| VTR | VENTAS INC | $105.73万 | 0.17% | 12,929 | -13 | -0.1% | -$1,063 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $107.40万 | 0.17% | 3,965 | 125 | 3.3% | $3.39万 | 加仓 |
| IWS | ISHARES TR | $110.51万 | 0.17% | 7,582 | -435 | -5.4% | -$6.34万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $112.26万 | 0.18% | 101,498 | 13,630 | 15.5% | $15.07万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $112.76万 | 0.18% | 62,577 | 5,276 | 9.2% | $9.51万 | 加仓 |
| O | REALTY INCOME CORP | $112.88万 | 0.18% | 18,451 | 2,716 | 17.3% | $16.62万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $113.46万 | 0.18% | 19,181 | 870 | 4.8% | $5.15万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $113.97万 | 0.18% | 20,527 | 1,745 | 9.3% | $9.69万 | 加仓 |
| TSLA | TESLA INC | $117.88万 | 0.18% | 3,171 | 21 | 0.7% | $7,807 | 加仓 |
| EFV | ISHARES TR | $119.23万 | 0.19% | 16,037 | -1,529 | -8.7% | -$11.37万 | 减仓 |
| GOOG | ALPHABET INC | $121.64万 | 0.19% | 4,240 | -354 | -7.7% | -$10.16万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $123.15万 | 0.19% | 26,231 | -2,666 | -9.2% | -$12.52万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $124.25万 | 0.19% | 98,148 | 14,495 | 17.3% | $18.35万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $126.31万 | 0.20% | 112,373 | 15,139 | 15.6% | $17.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $138.27万 | 0.22% | 10,404 | -294 | -2.7% | -$3.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $144.77万 | 0.23% | 2,423 | -234 | -8.8% | -$13.98万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $148.25万 | 0.23% | 19,208 | -895 | -4.5% | -$6.91万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $153.30万 | 0.24% | 19,551 | -876 | -4.3% | -$6.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $156.56万 | 0.25% | 5,977 | -290 | -4.6% | -$7.60万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $184.95万 | 0.29% | 55,489 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $194.82万 | 0.31% | 58,104 | 126 | 0.2% | $4,225 | 加仓 |
| IWX | ISHARES TR | $201.15万 | 0.32% | 21,706 | -771 | -3.4% | -$7.14万 | 减仓 |
| DGRO | ISHARES TR | $214.04万 | 0.34% | 30,498 | 4,705 | 18.2% | $33.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $258.54万 | 0.40% | 40,347 | -2,190 | -5.1% | -$14.03万 | 减仓 |
| MLPA | GLOBAL X FDS | $261.65万 | 0.41% | 48,571 | 445 | 0.9% | $2.40万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $266.33万 | 0.42% | 6,097 | -275 | -4.3% | -$12.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $287.89万 | 0.45% | 14,673 | -798 | -5.2% | -$15.66万 | 减仓 |
| IWY | ISHARES TR | $321.29万 | 0.50% | 12,912 | -397 | -3.0% | -$9.88万 | 减仓 |
| TMUS | T-MOBILE US INC | $339.82万 | 0.53% | 16,180 | 1,224 | 8.2% | $25.71万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $355.53万 | 0.56% | 10,870 | -1,065 | -8.9% | -$34.83万 | 减仓 |
| GLDM | WORLD GOLD TR | $377.57万 | 0.59% | 40,735 | -1,152 | -2.8% | -$10.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $385.52万 | 0.60% | 39,187 | 32,933 | 526.6% | $324.00万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $389.91万 | 0.61% | 54,207 | 4,661 | 9.4% | $33.53万 | 加仓 |
| MCK | MCKESSON CORP | $392.53万 | 0.61% | 4,536 | 224 | 5.2% | $19.38万 | 加仓 |