GPM Growth Investors, Inc.
BLOOMFIELD HILLS MI · SEC CIK 0001799367
$2.39亿2026Q2 申报市值
43持仓数
54.1%前十大占比 · 第一大 9.7%
3 / 2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
BSCV 新建仓+$1,625.21万
SPMO 新建仓+$357.34万
PAVE 新建仓+$308.22万
XMMO 加仓+$291.59万
BSCU 加仓+$118.46万
2026Q2 卖出最多 按季末市值估算
BSCS 减仓-$1,278.47万
GOOGL 减仓-$523.44万
BSCT 减仓-$246.14万
TXRH 减仓-$222.02万
SCHG 减仓-$204.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,977 | -100.0% | -$28.69万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.70万 | 清仓 |
| PLUG | PLUG PWR INC | $5.42万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $20.35万 | 0.08% | 9,109 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $37.78万 | 0.16% | 1,888 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $48.38万 | 0.20% | 942 | 23 | 2.5% | $1.18万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $73.60万 | 0.31% | 36,142 | -627,779 | -94.6% | -$1,278.47万 | 减仓 |
| GOOG | ALPHABET INC | $79.32万 | 0.33% | 2,245 | -414 | -15.6% | -$14.63万 | 减仓 |
| ADBE | ADOBE INC | $141.28万 | 0.59% | 6,891 | -1,089 | -13.6% | -$22.33万 | 减仓 |
| CRM | SALESFORCE INC | $158.46万 | 0.66% | 10,115 | -1,568 | -13.4% | -$24.56万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $166.91万 | 0.70% | 57,006 | -7,328 | -11.4% | -$21.46万 | 减仓 |
| NFLX | NETFLIX INC. | $176.97万 | 0.74% | 24,786 | -2,487 | -9.1% | -$17.76万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $191.04万 | 0.80% | 4,161 | -269 | -6.1% | -$12.35万 | 减仓 |
| TSLA | TESLA INC | $225.86万 | 0.94% | 5,370 | -9 | -0.2% | -$3,785 | 减仓 |
| GPN | GLOBAL PMTS INC | $238.36万 | 1.00% | 32,850 | -18,446 | -36.0% | -$133.84万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $268.80万 | 1.12% | 13,911 | -11,490 | -45.2% | -$222.02万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $272.96万 | 1.14% | 37,214 | -4,950 | -11.7% | -$36.31万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $288.84万 | 1.21% | 31,304 | -2,349 | -7.0% | -$21.67万 | 减仓 |
| PAVE | GLOBAL X FDS | $308.22万 | 1.29% | 52,312 | 52,312 | — | $308.22万 | 新建仓 |
| ABNB | AIRBNB INC | $316.92万 | 1.32% | 22,147 | -3,161 | -12.5% | -$45.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $343.69万 | 1.44% | 28,756 | -100 | -0.3% | -$1.20万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $357.34万 | 1.49% | 22,121 | 22,121 | — | $357.34万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $357.72万 | 1.49% | 16,050 | -1,832 | -10.2% | -$40.83万 | 减仓 |
| CSX | CSX CORP | $415.81万 | 1.74% | 87,484 | -18,888 | -17.8% | -$89.77万 | 减仓 |
| MCD | MCDONALDS CORP | $436.88万 | 1.82% | 16,162 | -3,780 | -19.0% | -$102.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $456.52万 | 1.91% | 26,832 | 17,138 | 176.8% | $291.59万 | 加仓 |
| META | META PLATFORMS INC | $474.12万 | 1.98% | 8,417 | -990 | -10.5% | -$55.77万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $520.68万 | 2.17% | 239,447 | -15,627 | -6.1% | -$33.98万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $548.30万 | 2.29% | 60,121 | -9,103 | -13.2% | -$83.02万 | 减仓 |
| ORCL | ORACLE CORP | $549.39万 | 2.29% | 37,488 | -6,432 | -14.6% | -$94.26万 | 减仓 |
| SYK | STRYKER CORPORATION | $599.36万 | 2.50% | 19,037 | -3,270 | -14.7% | -$102.95万 | 减仓 |
| HEI/A | HEICO CORP NEW | $612.82万 | 2.56% | 23,761 | -3,968 | -14.3% | -$102.34万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $650.26万 | 2.72% | 251,932 | 33,944 | 15.6% | $87.61万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $786.69万 | 3.29% | 267,308 | -27,495 | -9.3% | -$80.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $857.73万 | 3.58% | 9,169 | -1,585 | -14.7% | -$148.27万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $879.54万 | 3.67% | 528,408 | 71,167 | 15.6% | $118.46万 | 加仓 |
| V | VISA INC | $917.66万 | 3.83% | 26,747 | -3,794 | -12.4% | -$130.17万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,083.25万 | 4.52% | 583,177 | -132,514 | -18.5% | -$246.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,127.25万 | 4.71% | 28,382 | -4,355 | -13.3% | -$172.97万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,134.65万 | 4.74% | 335,299 | -60,496 | -15.3% | -$204.72万 | 减仓 |
| AAPL | APPLE INC | $1,197.56万 | 5.00% | 41,387 | -6,420 | -13.4% | -$185.77万 | 减仓 |
| AMZN | AMAZON COM INC | $1,201.88万 | 5.02% | 50,427 | -4,881 | -8.8% | -$116.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,481.11万 | 6.18% | 39,706 | -4,855 | -10.9% | -$181.10万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $1,625.21万 | 6.79% | 991,889 | 991,889 | — | $1,625.21万 | 新建仓 |
| GOOGL | ALPHABET INC | $2,312.94万 | 9.66% | 64,721 | -14,647 | -18.5% | -$523.44万 | 减仓 |