GPM Growth Investors, Inc.
BLOOMFIELD HILLS MI · SEC CIK 0001799367
$2.38亿2026Q1 申报市值
42持仓数
55.4%前十大占比 · 第一大 9.6%
4 / 4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
NFLX 加仓+$238.78万
TSLA 新建仓+$199.96万
SCHX 加仓+$34.86万
NVDA 新建仓+$32.93万
BSJU 加仓+$28.13万
2026Q1 卖出最多 按季末市值估算
TDY 清仓-$349.49万
CP 清仓-$252.26万
GOOGL 减仓-$51.96万
BSCR 清仓-$34.49万
BSJT 清仓-$22.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,843 | -100.0% | -$349.49万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -34,261 | -100.0% | -$252.26万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -17,473 | -100.0% | -$34.49万 | 清仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,683 | -100.0% | -$22.98万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.70万 | 0.02% | 100 | 100 | — | $3.70万 | 新建仓 |
| PLUG | PLUG PWR INC | $4.52万 | 0.02% | 20,000 | 20,000 | — | $4.52万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $20.37万 | 0.09% | 9,109 | -5,067 | -35.7% | -$11.33万 | 减仓 |
| DIS | DISNEY WALT CO | $28.69万 | 0.12% | 2,977 | -62 | -2.0% | -$5,976 | 减仓 |
| NVDA | NVIDIA CORPORATION | $32.93万 | 0.14% | 1,888 | 1,888 | — | $32.93万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $45.92万 | 0.19% | 919 | 45 | 5.1% | $2.25万 | 加仓 |
| GOOG | ALPHABET INC | $76.28万 | 0.32% | 2,659 | 25 | 0.9% | $7,172 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $140.58万 | 0.59% | 9,694 | 107 | 1.1% | $1.55万 | 加仓 |
| ADBE | ADOBE INC | $193.98万 | 0.82% | 7,980 | -65 | -0.8% | -$1.58万 | 减仓 |
| TSLA | TESLA INC | $199.96万 | 0.84% | 5,379 | 5,379 | — | $199.96万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $214.82万 | 0.90% | 4,430 | 557 | 14.4% | $27.01万 | 加仓 |
| CRM | SALESFORCE INC | $218.09万 | 0.92% | 11,683 | -266 | -2.2% | -$4.97万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $228.26万 | 0.96% | 64,334 | -256 | -0.4% | -$9,083 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $237.43万 | 1.00% | 42,164 | -2,130 | -4.8% | -$11.99万 | 减仓 |
| VGT | VANGUARD WORLD FD | $251.67万 | 1.06% | 3,607 | 128 | 3.7% | $8.93万 | 加仓 |
| NFLX | NETFLIX INC. | $262.23万 | 1.10% | 27,273 | 24,834 | 1,018.2% | $238.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $316.27万 | 1.33% | 33,653 | 915 | 2.8% | $8.60万 | 加仓 |
| ABNB | AIRBNB INC | $319.59万 | 1.34% | 25,308 | 34 | 0.1% | $4,294 | 加仓 |
| GPN | GLOBAL PMTS INC | $345.22万 | 1.45% | 51,296 | -2,143 | -4.0% | -$14.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $410.91万 | 1.73% | 17,882 | -88 | -0.5% | -$2.02万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $419.47万 | 1.76% | 25,401 | -246 | -1.0% | -$4.06万 | 减仓 |
| CSX | CSX CORP | $436.66万 | 1.84% | 106,372 | -864 | -0.8% | -$3.55万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $447.26万 | 1.88% | 69,224 | -533 | -0.8% | -$3.44万 | 减仓 |
| META | META PLATFORMS INC | $538.20万 | 2.26% | 9,407 | 464 | 5.2% | $26.55万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $553.13万 | 2.33% | 255,074 | 2,202 | 0.9% | $4.78万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $557.83万 | 2.35% | 217,988 | 10,991 | 5.3% | $28.13万 | 加仓 |
| HEI/A | HEICO CORP NEW | $585.33万 | 2.46% | 27,729 | 811 | 3.0% | $17.12万 | 加仓 |
| MCD | MCDONALDS CORP | $619.78万 | 2.61% | 19,942 | -189 | -0.9% | -$5.87万 | 减仓 |
| ORCL | ORACLE CORP | $646.11万 | 2.72% | 43,920 | -273 | -0.6% | -$4.02万 | 减仓 |
| SYK | STRYKER CORPORATION | $732.99万 | 3.08% | 22,307 | -98 | -0.4% | -$3.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $755.87万 | 3.18% | 294,803 | 13,594 | 4.8% | $34.86万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $764.47万 | 3.21% | 457,241 | 16,302 | 3.7% | $27.26万 | 加仓 |
| V | VISA INC | $923.07万 | 3.88% | 30,541 | -108 | -0.4% | -$3.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,041.49万 | 4.38% | 32,737 | -335 | -1.0% | -$10.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,071.56万 | 4.51% | 10,754 | -107 | -1.0% | -$10.66万 | 减仓 |
| AMZN | AMAZON COM INC | $1,151.90万 | 4.84% | 55,308 | 29 | 0.1% | $6,040 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,152.95万 | 4.85% | 395,795 | 5,487 | 1.4% | $15.98万 | 加仓 |
| AAPL | APPLE INC | $1,213.30万 | 5.10% | 47,807 | 40 | 0.1% | $1.02万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,335.51万 | 5.61% | 715,691 | 1,975 | 0.3% | $3.69万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,355.93万 | 5.70% | 663,921 | 1,628 | 0.2% | $3.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,649.51万 | 6.93% | 44,561 | 50 | 0.1% | $1.85万 | 加仓 |
| GOOGL | ALPHABET INC | $2,282.31万 | 9.60% | 79,368 | -1,807 | -2.2% | -$51.96万 | 减仓 |