Global Wealth Management Investment Advisory, Inc.
FORT LAUDERDALE FL · SEC CIK 0001767855
$7.03亿2026Q2 申报市值
160持仓数
30.1%前十大占比 · 第一大 3.6%
11 / 10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
DVN 新建仓+$528.77万
KHC 新建仓+$378.29万
JEPI 加仓+$209.53万
VCIT 加仓+$209.25万
MCD 加仓+$143.91万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$916.31万
COTERRA ENERGY I 清仓-$652.15万
CSCO 减仓-$182.63万
CVS 减仓-$160.11万
QQQ 减仓-$126.52万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -54,008 | -100.0% | -$916.31万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -185,585 | -100.0% | -$652.15万 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -112,373 | -100.0% | -$126.31万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,700 | -100.0% | -$52.69万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,480 | -100.0% | -$30.35万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,327 | -100.0% | -$24.77万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -362 | -100.0% | -$21.86万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -570 | -100.0% | -$21.85万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -450 | -100.0% | -$21.36万 | 清仓 |
| — | FARMER BROS CO | $0 | 0.00% | 0 | -24,508 | -100.0% | -$3.11万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.54万 | 0.03% | 203 | -79 | -28.0% | -$7.99万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $20.86万 | 0.03% | 1,153 | 1,153 | — | $20.86万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.96万 | 0.03% | 569 | 1 | 0.2% | $368 | 加仓 |
| MPC | MARATHON PETE CORP | $22.12万 | 0.03% | 865 | -19 | -2.1% | -$4,858 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $22.35万 | 0.03% | 4,955 | 4,955 | — | $22.35万 | 新建仓 |
| ETN | EATON CORP PLC | $22.50万 | 0.03% | 528 | -69 | -11.6% | -$2.94万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.54万 | 0.03% | 8,505 | -4,085 | -32.4% | -$10.83万 | 减仓 |
| C | CITIGROUP INC | $23.57万 | 0.03% | 1,684 | -110 | -6.1% | -$1.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.89万 | 0.03% | 1,746 | 177 | 11.3% | $2.42万 | 加仓 |
| URI | UNITED RENTALS INC | $24.13万 | 0.03% | 213 | 213 | — | $24.13万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.21万 | 0.03% | 507 | -239 | -32.0% | -$11.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $24.47万 | 0.03% | 3,401 | -50 | -1.4% | -$3,598 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.55万 | 0.03% | 997 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.85万 | 0.04% | 1,583 | -14 | -0.9% | -$2,197 | 减仓 |
| AON | AON PLC | $25.14万 | 0.04% | 758 | -2 | -0.3% | -$663 | 减仓 |
| INTC | INTEL CORP | $25.29万 | 0.04% | 1,811 | 1,811 | — | $25.29万 | 新建仓 |
| WRB | BERKLEY W R CORP | $25.60万 | 0.04% | 3,630 | -25 | -0.7% | -$1,763 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.71万 | 0.04% | 2,792 | -137 | -4.7% | -$1.26万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $26.82万 | 0.04% | 354 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $27.36万 | 0.04% | 237 | 237 | — | $27.36万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $27.69万 | 0.04% | 6,653 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.42万 | 0.04% | 946 | -20 | -2.1% | -$6,009 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $29.70万 | 0.04% | 3,420 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $31.89万 | 0.05% | 6,305 | -9,786 | -60.8% | -$49.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $32.05万 | 0.05% | 624 | -166 | -21.0% | -$8.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.57万 | 0.05% | 1,376 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $32.76万 | 0.05% | 6,831 | 1,953 | 40.0% | $9.37万 | 加仓 |
| SUB | ISHARES TR | $33.60万 | 0.05% | 3,156 | 871 | 38.1% | $9.27万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $33.80万 | 0.05% | 6,675 | 1,855 | 38.5% | $9.39万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $34.12万 | 0.05% | 13,411 | 3,695 | 38.0% | $9.40万 | 加仓 |
| V | VISA INC | $36.13万 | 0.05% | 1,053 | -219 | -17.2% | -$7.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $36.49万 | 0.05% | 4,153 | 588 | 16.5% | $5.17万 | 加仓 |
| BA | BOEING CO | $36.91万 | 0.05% | 1,705 | -27 | -1.6% | -$5,845 | 减仓 |
| IVW | ISHARES TR | $37.63万 | 0.05% | 2,736 | -94 | -3.3% | -$1.29万 | 减仓 |
| IWP | ISHARES TR | $38.00万 | 0.05% | 2,596 | 256 | 10.9% | $3.75万 | 加仓 |
| CMI | CUMMINS INC | $41.44万 | 0.06% | 581 | -6 | -1.0% | -$4,279 | 减仓 |
| MUB | ISHARES TR | $42.27万 | 0.06% | 3,928 | -2,416 | -38.1% | -$26.00万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $45.41万 | 0.06% | 8,977 | 2,439 | 37.3% | $12.34万 | 加仓 |
| IWF | ISHARES TR | $46.05万 | 0.07% | 3,709 | -1,235 | -25.0% | -$15.33万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $56.05万 | 0.08% | 11,066 | 3,069 | 38.4% | $15.55万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $60.06万 | 0.09% | 12,402 | 5 | 0.0% | $242 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $67.25万 | 0.10% | 5,539 | -134 | -2.4% | -$1.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.84万 | 0.10% | 1,202 | -92 | -7.1% | -$5.35万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $76.29万 | 0.11% | 5,969 | -306 | -4.9% | -$3.91万 | 减仓 |
| AVGO | BROADCOM INC | $76.31万 | 0.11% | 2,020 | -233 | -10.3% | -$8.80万 | 减仓 |
| ENB | ENBRIDGE INC | $78.35万 | 0.11% | 14,453 | 67 | 0.5% | $3,632 | 加仓 |
| CELH | CELSIUS HLDGS INC | $84.17万 | 0.12% | 28,745 | -123 | -0.4% | -$3,601 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $87.64万 | 0.12% | 12,714 | 55 | 0.4% | $3,791 | 加仓 |
| KKR | KKR & CO INC | $88.25万 | 0.13% | 9,616 | 68 | 0.7% | $6,241 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $89.03万 | 0.13% | 34,779 | 34,779 | — | $89.03万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.07万 | 0.13% | 1,780 | -425 | -19.3% | -$21.27万 | 减仓 |
| RAAX | VANECK ETF TRUST | $89.38万 | 0.13% | 22,531 | 22,531 | — | $89.38万 | 新建仓 |
| GCC | WISDOMTREE TR | $91.78万 | 0.13% | 40,523 | -471 | -1.1% | -$1.07万 | 减仓 |
| WTMF | WISDOMTREE TR | $94.88万 | 0.14% | 23,225 | 105 | 0.5% | $4,289 | 加仓 |
| SPTM | SPDR SERIES TRUST | $97.59万 | 0.14% | 10,749 | -457 | -4.1% | -$4.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.95万 | 0.14% | 1,312 | 7 | 0.5% | $5,226 | 加仓 |
| BX | BLACKSTONE INC | $98.87万 | 0.14% | 8,402 | 120 | 1.4% | $1.41万 | 加仓 |
| AGNC | AGNC INVT CORP | $99.66万 | 0.14% | 91,432 | 91,432 | — | $99.66万 | 新建仓 |
| EFG | ISHARES TR | $101.90万 | 0.15% | 8,190 | -937 | -10.3% | -$11.66万 | 减仓 |
| PLD | PROLOGIS INC. | $103.04万 | 0.15% | 7,606 | 92 | 1.2% | $1.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.56万 | 0.15% | 17,350 | -62 | -0.4% | -$3,701 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $106.46万 | 0.15% | 112,297 | 112,297 | — | $106.46万 | 新建仓 |
| IWS | ISHARES TR | $106.82万 | 0.15% | 6,490 | -1,092 | -14.4% | -$17.97万 | 减仓 |
| VTR | VENTAS INC | $115.18万 | 0.16% | 12,970 | 41 | 0.3% | $3,641 | 加仓 |
| O | REALTY INCOME CORP | $118.27万 | 0.17% | 19,088 | 637 | 3.5% | $3.95万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $121.14万 | 0.17% | 25,879 | -352 | -1.3% | -$1.65万 | 减仓 |
| EFV | ISHARES TR | $122.25万 | 0.17% | 15,970 | -67 | -0.4% | -$5,129 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $126.78万 | 0.18% | 116,637 | 15,139 | 14.9% | $16.46万 | 加仓 |
| PSA | PUBLIC STORAGE | $127.46万 | 0.18% | 4,004 | 39 | 1.0% | $1.24万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $130.18万 | 0.19% | 19,163 | -18 | -0.1% | -$1,223 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $130.33万 | 0.19% | 101,186 | 3,038 | 3.1% | $3.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $130.53万 | 0.19% | 21,238 | 711 | 3.5% | $4.37万 | 加仓 |
| TSLA | TESLA INC | $131.48万 | 0.19% | 3,126 | -45 | -1.4% | -$1.89万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $132.09万 | 0.19% | 71,285 | 8,708 | 13.9% | $16.14万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $139.57万 | 0.20% | 43,655 | -14,449 | -24.9% | -$46.19万 | 减仓 |
| GOOG | ALPHABET INC | $145.91万 | 0.21% | 4,129 | -111 | -2.6% | -$3.92万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $146.19万 | 0.21% | 19,060 | -148 | -0.8% | -$1.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $146.56万 | 0.21% | 2,134 | -289 | -11.9% | -$19.85万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $151.67万 | 0.22% | 19,468 | -83 | -0.4% | -$6,466 | 减仓 |
| — | DOUBLELINE ETF TRUST | $174.07万 | 0.25% | 56,332 | 843 | 1.5% | $2.60万 | 加仓 |
| VB | VANGUARD INDEX FDS | $177.27万 | 0.25% | 5,848 | -129 | -2.2% | -$3.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $190.39万 | 0.27% | 9,993 | -411 | -4.0% | -$7.83万 | 减仓 |
| IWX | ISHARES TR | $231.67万 | 0.33% | 22,030 | 324 | 1.5% | $3.41万 | 加仓 |
| DGRO | ISHARES TR | $240.58万 | 0.34% | 31,743 | 1,245 | 4.1% | $9.44万 | 加仓 |
| MLPA | GLOBAL X FDS | $254.31万 | 0.36% | 47,911 | -660 | -1.4% | -$3.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $282.52万 | 0.40% | 39,652 | -695 | -1.7% | -$4.95万 | 减仓 |
| TMUS | T-MOBILE US INC | $296.45万 | 0.42% | 17,674 | 1,494 | 9.2% | $25.06万 | 加仓 |
| GLDM | WORLD GOLD TR | $297.95万 | 0.42% | 37,516 | -3,219 | -7.9% | -$25.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $314.06万 | 0.45% | 36,459 | -123 | -0.3% | -$1.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $314.69万 | 0.45% | 14,440 | -233 | -1.6% | -$5.08万 | 减仓 |