Game Plan Financial Advisors, LLC
WESTLAKE OH · SEC CIK 0001802952
$2.22亿2026Q1 申报市值
348持仓数
44.5%前十大占比 · 第一大 6.7%
34 / 50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
XLU 加仓+$400.77万
SCHG 加仓+$371.77万
US TREASUR NT 0. 加仓+$255.88万
XSD 加仓+$255.71万
US TREASURY BILL 新建仓+$239.95万
2026Q1 卖出最多 按季末市值估算
US TREASURY BILL 清仓-$711.58万
US TREASURY BILL 清仓-$580.25万
MSFT 减仓-$452.68万
UPS 减仓-$339.37万
HACK 减仓-$305.00万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS I | $251 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND, LP | $255 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BED BATH BEYOND 26 WTSWARRANTS EXP 10/07/26 | $281 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $293 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $300 | 0.00% | 10 | -225 | -95.7% | -$6,750 | 减仓 |
| MGM | MGM RESORTS INTL | $370 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | IQSTEL INC | $404 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $426 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | SCHWAB FUNDAMENTAL US SMALL COMPANY IDX | $433 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA TECHNO | $464 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RZLV | REZOLVE AI PLC F | $579 | 0.00% | 226 | 183 | 425.6% | $469 | 加仓 |
| GTX | GARRETT MOTION INC | $600 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $693 | 0.00% | 15 | 15 | — | $693 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $703 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $709 | 0.00% | 14 | 14 | — | $709 | 新建仓 |
| — | US VEGAN CLIMATE ETF | $747 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $789 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS CLASS A | $812 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $865 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | KRAKEN ROBOTICS INC F | $869 | 0.00% | 150 | 150 | — | $869 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $925 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET SPDR SP TRANSPORTATION ETF | $930 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CLASS CLASS A | $966 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES IN | $1,003 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $1,028 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1,035 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $1,053 | 0.00% | 49 | 15 | 44.1% | $322 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $1,082 | 0.00% | 11 | -34,502 | -100.0% | -$339.37万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $1,135 | 0.00% | 21 | 7 | 50.0% | $378 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF | $1,154 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,178 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKI | $1,263 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $1,335 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $1,336 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL SPORTS BETTING IGAMING ETF | $1,340 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $1,351 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $1,601 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,630 | 0.00% | 18 | 18 | — | $1,630 | 新建仓 |
| PLAY | DAVE BUSTERS ENTMT INC | $1,646 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC CLASS A | $1,704 | 0.00% | 22 | 1 | 4.8% | $77 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $1,763 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | SCHWAB INTERNATIONAL INDEX | $1,768 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $1,771 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F3 | $1,803 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $1,820 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,888 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | AGENUS INC EQUITY CLASS EQUITY | $1,954 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $1,976 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CLASS CLASS A | $2,007 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $2,099 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $2,146 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SCHWAB SMALL-CAP EQUITY | $2,239 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | $2,261 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $2,308 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD F | $2,331 | 0.00% | 68 | 68 | — | $2,331 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | $2,333 | 0.00% | 155 | -9 | -5.5% | -$135 | 减仓 |
| NXT | NEXTPOWER INC CLASS A | $2,411 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2,435 | 0.00% | 9 | 3 | 50.0% | $812 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $2,458 | 0.00% | 5 | 5 | — | $2,458 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,480 | 0.00% | 10 | -39 | -79.6% | -$9,672 | 减仓 |
| — | LIBERTY DEFENSE HLDGS F | $2,708 | 0.00% | 481 | 481 | — | $2,708 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2,844 | 0.00% | 15 | -10 | -40.0% | -$1,896 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,093 | 0.00% | 43 | 2 | 4.9% | $144 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3,138 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE SP MID-CAPETF | $3,377 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS CLASS A | $3,456 | 0.00% | 6 | -117 | -95.1% | -$6.74万 | 减仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $3,632 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $4,097 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4,630 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | HEDGEYE 130/30 EQUITY ETF | $4,722 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4,914 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST CF | $4,980 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | CLIPPER | $5,124 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL BOND MARKET INDEX ADM | $5,361 | 0.00% | 554 | 6 | 1.1% | $58 | 加仓 |
| FAX | ABRDN ASIA-PACIFIC INCOM | $5,480 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS HERS HEALTH INC CLASS CLASS A | $5,605 | 0.00% | 270 | 90 | 50.0% | $1,868 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,611 | 0.00% | 35 | -14,509 | -99.8% | -$232.60万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $5,741 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $5,759 | 0.00% | 27 | 1 | 3.8% | $213 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $5,859 | 0.00% | 187 | -15 | -7.4% | -$470 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $6,272 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $6,601 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD TRUST | $6,758 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6,786 | 0.00% | 40 | -10 | -20.0% | -$1,696 | 减仓 |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | $6,810 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $6,948 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $7,556 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | INTERNATIONAL EQUITY INDEX POOL | $7,598 | 0.00% | 286 | 286 | — | $7,598 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,722 | 0.00% | 201 | -1,458 | -87.9% | -$5.60万 | 减仓 |
| HAL | HALLIBURTON CO | $7,798 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $7,805 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $8,041 | 0.00% | 27 | 27 | — | $8,041 | 新建仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $8,136 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $8,151 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITYETF | $8,575 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | FARMER BROS CO | $8,578 | 0.00% | 6,754 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $8,983 | 0.00% | 28 | 11 | 64.7% | $3,529 | 加仓 |
| NXH | BED BATH AND BEYOND INC | $9,280 | 0.00% | 2,000 | -1,000 | -33.3% | -$4,640 | 减仓 |
| EWC | ISHARES MSCI CANADA ETF | $9,314 | 0.00% | 170 | -230 | -57.5% | -$1.26万 | 减仓 |
| EPD | ENTERPRISE PRODS PART LP | $9,460 | 0.00% | 250 | 0 | 0.0% | — | 不变 |