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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $2,309.31万 | 3.62% | 279,071 | 9,922 | 3.7% | $82.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,192.50万 | 3.43% | 386,821 | 15,195 | 4.1% | $86.13万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,175.79万 | 3.41% | 371,676 | -17,447 | -4.5% | -$102.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,950.89万 | 3.06% | 111,863 | -2,376 | -2.1% | -$41.44万 | 减仓 |
| IEFA | ISHARES TR | $1,898.78万 | 2.97% | 209,741 | 8,914 | 4.4% | $80.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,866.66万 | 2.92% | 32,341 | -125 | -0.4% | -$7.21万 | 减仓 |
| AAPL | APPLE INC | $1,838.87万 | 2.88% | 72,456 | -873 | -1.2% | -$22.16万 | 减仓 |
| IVV | ISHARES TR | $1,756.14万 | 2.75% | 26,885 | -165 | -0.6% | -$10.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,556.30万 | 2.44% | 75,220 | -1,376 | -1.8% | -$28.47万 | 减仓 |
| HYG | ISHARES TR | $1,497.90万 | 2.35% | 188,273 | 7,624 | 4.2% | $60.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,490.41万 | 2.33% | 40,263 | 7,792 | 24.0% | $288.44万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,377.45万 | 2.16% | 93,008 | -5,262 | -5.4% | -$77.93万 | 减仓 |
| SLQD | ISHARES TR | $1,337.91万 | 2.10% | 264,985 | 6,388 | 2.5% | $32.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,232.72万 | 1.93% | 41,906 | 1,474 | 3.6% | $43.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,207.96万 | 1.89% | 247,786 | 12,586 | 5.4% | $61.36万 | 加仓 |
| IJH | ISHARES TR | $1,145.46万 | 1.79% | 169,622 | 11,594 | 7.3% | $78.29万 | 加仓 |
| ABBV | ABBVIE INC | $1,022.66万 | 1.60% | 47,021 | 1,770 | 3.9% | $38.50万 | 加仓 |
| — | EXXON MOBIL CORP | $916.31万 | 1.44% | 54,008 | -4,309 | -7.4% | -$73.11万 | 减仓 |
| GOOGL | ALPHABET INC | $904.70万 | 1.42% | 31,461 | -2,814 | -8.2% | -$80.92万 | 减仓 |
| AMZN | AMAZON COM INC | $891.32万 | 1.40% | 42,796 | 2,237 | 5.5% | $46.59万 | 加仓 |
| IJR | ISHARES TR | $795.03万 | 1.25% | 63,955 | 3,771 | 6.3% | $46.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $788.65万 | 1.24% | 157,102 | -747 | -0.5% | -$3.75万 | 减仓 |
| MS | MORGAN STANLEY | $687.50万 | 1.08% | 41,775 | 1,316 | 3.3% | $21.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $656.09万 | 1.03% | 36,407 | 1,131 | 3.2% | $20.38万 | 加仓 |
| — | COTERRA ENERGY INC | $652.15万 | 1.02% | 185,585 | 1,595 | 0.9% | $5.60万 | 加仓 |
| IEMG | ISHARES INC | $645.50万 | 1.01% | 92,545 | 2,649 | 2.9% | $18.48万 | 加仓 |
| TFC | TRUIST FINL CORP | $643.53万 | 1.01% | 139,989 | 4,581 | 3.4% | $21.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $619.31万 | 0.97% | 25,336 | -7,187 | -22.1% | -$175.68万 | 减仓 |
| D | DOMINION ENERGY INC | $616.23万 | 0.97% | 99,681 | 3,014 | 3.1% | $18.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $610.79万 | 0.96% | 42,287 | 962 | 2.3% | $13.90万 | 加仓 |
| — | CAPITOL SER TR | $605.44万 | 0.95% | 241,357 | -17,636 | -6.8% | -$44.24万 | 减仓 |
| VICI | VICI PPTYS INC | $599.25万 | 0.94% | 219,343 | 14,462 | 7.1% | $39.51万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $590.07万 | 0.92% | 113,563 | 3,527 | 3.2% | $18.33万 | 加仓 |
| CAT | CATERPILLAR INC | $583.03万 | 0.91% | 8,230 | -2,830 | -25.6% | -$200.48万 | 减仓 |
| CSCO | CISCO SYS INC | $570.82万 | 0.89% | 73,569 | 1,331 | 1.8% | $10.33万 | 加仓 |
| CCI | CROWN CASTLE INC | $561.91万 | 0.88% | 69,107 | 6,309 | 10.0% | $51.30万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $560.68万 | 0.88% | 42,820 | 1,198 | 2.9% | $15.69万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $559.76万 | 0.88% | 58,025 | 2,058 | 3.7% | $19.85万 | 加仓 |
| AMGN | AMGEN INC | $541.35万 | 0.85% | 15,386 | -118 | -0.8% | -$4.15万 | 减仓 |
| SO | SOUTHERN CO | $540.17万 | 0.85% | 55,964 | 2,003 | 3.7% | $19.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $513.28万 | 0.80% | 13,147 | 3,820 | 41.0% | $149.14万 | 加仓 |
| RTX | RTX CORPORATION | $505.44万 | 0.79% | 26,202 | -1,882 | -6.7% | -$36.30万 | 减仓 |
| NET | CLOUDFLARE INC | $496.62万 | 0.78% | 24,068 | 8,841 | 58.1% | $182.43万 | 加仓 |
| META | META PLATFORMS INC | $494.36万 | 0.77% | 8,641 | 222 | 2.6% | $12.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $488.34万 | 0.76% | 4,901 | 368 | 8.1% | $36.67万 | 加仓 |
| KO | COCA COLA CO | $477.81万 | 0.75% | 62,828 | 1,283 | 2.1% | $9.76万 | 加仓 |
| HD | HOME DEPOT INC | $471.32万 | 0.74% | 14,331 | 380 | 2.7% | $12.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $470.59万 | 0.74% | 19,414 | 18,650 | 2,441.1% | $452.07万 | 加仓 |
| MCD | MCDONALDS CORP | $468.40万 | 0.73% | 15,071 | -499 | -3.2% | -$15.51万 | 减仓 |
| CVS | CVS HEALTH CORP | $467.66万 | 0.73% | 65,115 | 1,014 | 1.6% | $7.28万 | 加仓 |
| WMT | WALMART INC | $466.20万 | 0.73% | 37,512 | -11,759 | -23.9% | -$146.14万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $460.74万 | 0.72% | 15,232 | 682 | 4.7% | $20.63万 | 加仓 |
| PEP | PEPSICO INC | $458.98万 | 0.72% | 29,556 | 731 | 2.5% | $11.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $457.78万 | 0.72% | 49,287 | -2,554 | -4.9% | -$23.72万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $455.48万 | 0.71% | 13,271 | 107 | 0.8% | $3.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $449.24万 | 0.70% | 28,022 | 8,605 | 44.3% | $137.95万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $444.42万 | 0.70% | 74,630 | 2,012 | 2.8% | $11.98万 | 加仓 |
| MDT | MEDTRONIC PLC | $425.57万 | 0.67% | 49,113 | 2,702 | 5.8% | $23.41万 | 加仓 |
| NFLX | NETFLIX INC. | $424.87万 | 0.67% | 44,188 | 2,118 | 5.0% | $20.36万 | 加仓 |
| LLY | ELI LILLY & CO | $420.97万 | 0.66% | 4,577 | -1,040 | -18.5% | -$95.65万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $419.05万 | 0.66% | 84,863 | 19,232 | 29.3% | $94.97万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $410.25万 | 0.64% | 80,777 | 80,777 | — | $410.25万 | 新建仓 |
| SHOP | SHOPIFY INC | $400.48万 | 0.63% | 33,762 | 12,031 | 55.4% | $142.71万 | 加仓 |
| DAL | DELTA AIR LINES INC | $398.77万 | 0.62% | 59,983 | 2,600 | 4.5% | $17.28万 | 加仓 |
| TJX | TJX COS INC NEW | $396.54万 | 0.62% | 24,831 | 1,710 | 7.4% | $27.31万 | 加仓 |
| MCK | MCKESSON CORP | $392.53万 | 0.61% | 4,536 | 224 | 5.2% | $19.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $389.91万 | 0.61% | 54,207 | 4,661 | 9.4% | $33.53万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $385.52万 | 0.60% | 39,187 | 32,933 | 526.6% | $324.00万 | 重新持有 |
| GLDM | WORLD GOLD TR | $377.57万 | 0.59% | 40,735 | -1,152 | -2.8% | -$10.68万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $355.53万 | 0.56% | 10,870 | -1,065 | -8.9% | -$34.83万 | 减仓 |
| TMUS | T-MOBILE US INC | $339.82万 | 0.53% | 16,180 | 1,224 | 8.2% | $25.71万 | 加仓 |
| IWY | ISHARES TR | $321.29万 | 0.50% | 12,912 | -397 | -3.0% | -$9.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $287.89万 | 0.45% | 14,673 | -798 | -5.2% | -$15.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $266.33万 | 0.42% | 6,097 | -275 | -4.3% | -$12.01万 | 减仓 |
| MLPA | GLOBAL X FDS | $261.65万 | 0.41% | 48,571 | 445 | 0.9% | $2.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $258.54万 | 0.40% | 40,347 | -2,190 | -5.1% | -$14.03万 | 减仓 |
| DGRO | ISHARES TR | $214.04万 | 0.34% | 30,498 | 4,705 | 18.2% | $33.02万 | 加仓 |
| IWX | ISHARES TR | $201.15万 | 0.32% | 21,706 | -771 | -3.4% | -$7.14万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $194.82万 | 0.31% | 58,104 | 126 | 0.2% | $4,225 | 加仓 |
| — | DOUBLELINE ETF TRUST | $184.95万 | 0.29% | 55,489 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $156.56万 | 0.25% | 5,977 | -290 | -4.6% | -$7.60万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $153.30万 | 0.24% | 19,551 | -876 | -4.3% | -$6.87万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $148.25万 | 0.23% | 19,208 | -895 | -4.5% | -$6.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $144.77万 | 0.23% | 2,423 | -234 | -8.8% | -$13.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $138.27万 | 0.22% | 10,404 | -294 | -2.7% | -$3.91万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $126.31万 | 0.20% | 112,373 | 15,139 | 15.6% | $17.02万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $124.25万 | 0.19% | 98,148 | 14,495 | 17.3% | $18.35万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $123.15万 | 0.19% | 26,231 | -2,666 | -9.2% | -$12.52万 | 减仓 |
| GOOG | ALPHABET INC | $121.64万 | 0.19% | 4,240 | -354 | -7.7% | -$10.16万 | 减仓 |
| EFV | ISHARES TR | $119.23万 | 0.19% | 16,037 | -1,529 | -8.7% | -$11.37万 | 减仓 |
| TSLA | TESLA INC | $117.88万 | 0.18% | 3,171 | 21 | 0.7% | $7,807 | 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 |
| VMRK | EQUITY RESIDENTIAL | $113.46万 | 0.18% | 19,181 | 870 | 4.8% | $5.15万 | 加仓 |
| O | REALTY INCOME CORP | $112.88万 | 0.18% | 18,451 | 2,716 | 17.3% | $16.62万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $112.76万 | 0.18% | 62,577 | 5,276 | 9.2% | $9.51万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $112.26万 | 0.18% | 101,498 | 13,630 | 15.5% | $15.07万 | 加仓 |
| IWS | ISHARES TR | $110.51万 | 0.17% | 7,582 | -435 | -5.4% | -$6.34万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $107.40万 | 0.17% | 3,965 | 125 | 3.3% | $3.39万 | 加仓 |
| VTR | VENTAS INC | $105.73万 | 0.17% | 12,929 | -13 | -0.1% | -$1,063 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $105.66万 | 0.17% | 2,205 | -184 | -7.7% | -$8.82万 | 减仓 |