G2 CAPITAL MANAGEMENT, LLC / OH
COLUMBUS OH · SEC CIK 0001910858
$4.11亿2026Q1 申报市值
73持仓数
84.2%前十大占比 · 第一大 40.1%
4 / 2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
COST 加仓+$155.36万
BRK/A 加仓+$143.63万
DFUS 加仓+$125.20万
EXXON MOBIL CORP 加仓+$116.06万
DFAU 加仓+$88.10万
2026Q1 卖出最多 按季末市值估算
UBER 清仓-$21.87万
PLTR 清仓-$20.10万
AAPL 减仓-$18.48万
HBAN 减仓-$4.69万
IWM 减仓-$3.70万
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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,677 | -100.0% | -$21.87万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,131 | -100.0% | -$20.10万 | 清仓 |
| — | INVESCO MUNI INCOME OPP TRST | $17.68万 | 0.04% | 28,793 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.72万 | 0.05% | 766 | 155 | 25.4% | $4.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $20.73万 | 0.05% | 1,560 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $22.54万 | 0.05% | 14,403 | -2,996 | -17.2% | -$4.69万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.98万 | 0.06% | 1,131 | 1,131 | — | $22.98万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.91万 | 0.06% | 791 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $24.27万 | 0.06% | 1,639 | -224 | -12.0% | -$3.32万 | 减仓 |
| INTC | INTEL CORP | $24.70万 | 0.06% | 5,597 | -39 | -0.7% | -$1,721 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.29万 | 0.06% | 1,176 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $26.97万 | 0.07% | 585 | 40 | 7.3% | $1.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $29.03万 | 0.07% | 503 | 3 | 0.6% | $1,732 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.84万 | 0.07% | 7,936 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $32.74万 | 0.08% | 1,320 | -149 | -10.1% | -$3.70万 | 减仓 |
| IVW | ISHARES TR | $32.76万 | 0.08% | 2,896 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $34.07万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.20万 | 0.08% | 1,653 | -13 | -0.8% | -$2,690 | 减仓 |
| AVGO | BROADCOM INC | $36.07万 | 0.09% | 1,165 | 6 | 0.5% | $1,858 | 加仓 |
| MCD | MCDONALDS CORP | $38.04万 | 0.09% | 1,224 | 1,224 | — | $38.04万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $39.09万 | 0.10% | 12,816 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $39.42万 | 0.10% | 2,139 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $40.26万 | 0.10% | 3,200 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.00万 | 0.10% | 752 | 24 | 3.3% | $1.37万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.74万 | 0.11% | 1,534 | -10 | -0.6% | -$2,917 | 减仓 |
| WFC | WELLS FARGO & CO | $45.68万 | 0.11% | 5,738 | -157 | -2.7% | -$1.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.82万 | 0.11% | 1,558 | 148 | 10.5% | $4.35万 | 加仓 |
| PEP | PEPSICO INC | $46.48万 | 0.11% | 2,993 | -13 | -0.4% | -$2,019 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.88万 | 0.11% | 16,092 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $52.13万 | 0.13% | 11,276 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $61.58万 | 0.15% | 11,810 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $61.75万 | 0.15% | 6,529 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $62.37万 | 0.15% | 101,416 | -6,000 | -5.6% | -$3.69万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $63.25万 | 0.15% | 18,681 | 4,769 | 34.3% | $16.15万 | 加仓 |
| MMM | 3M CO | $66.97万 | 0.16% | 4,611 | -62 | -1.3% | -$9,004 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $67.10万 | 0.16% | 2,745 | 16 | 0.6% | $3,911 | 加仓 |
| UNM | UNUM GROUP | $68.29万 | 0.17% | 9,351 | 9,351 | — | $68.29万 | 新建仓 |
| WS | WORTHINGTON STL INC | $69.11万 | 0.17% | 22,771 | 4,301 | 23.3% | $13.05万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $71.34万 | 0.17% | 14,580 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $87.02万 | 0.21% | 4,001 | 4,001 | — | $87.02万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $87.60万 | 0.21% | 12,479 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $100.88万 | 0.25% | 10,492 | 22 | 0.2% | $2,115 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $102.02万 | 0.25% | 49,290 | 567 | 1.2% | $1.17万 | 加仓 |
| IDEV | ISHARES TR | $120.02万 | 0.29% | 14,362 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $123.30万 | 0.30% | 3,331 | 2 | 0.1% | $740 | 加仓 |
| TSLA | TESLA INC | $128.14万 | 0.31% | 3,447 | 203 | 6.3% | $7.55万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $129.86万 | 0.32% | 61,401 | 716 | 1.2% | $1.51万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $138.17万 | 0.34% | 67,111 | 768 | 1.2% | $1.58万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $146.76万 | 0.36% | 89,162 | 998 | 1.1% | $1.64万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $156.69万 | 0.38% | 93,717 | 1,032 | 1.1% | $1.73万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $161.15万 | 0.39% | 86,362 | 935 | 1.1% | $1.74万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $166.27万 | 0.40% | 81,415 | 867 | 1.1% | $1.77万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $168.01万 | 0.41% | 85,611 | 885 | 1.0% | $1.74万 | 加仓 |
| — | EXXON MOBIL CORP | $175.41万 | 0.43% | 10,339 | 6,841 | 195.6% | $116.06万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $194.81万 | 0.47% | 99,747 | 1,012 | 1.0% | $1.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $199.01万 | 0.48% | 1,997 | 1,559 | 355.9% | $155.36万 | 加仓 |
| IWF | ISHARES TR | $200.02万 | 0.49% | 4,691 | -32 | -0.7% | -$1.36万 | 减仓 |
| AMZN | AMAZON COM INC | $204.13万 | 0.50% | 9,801 | 420 | 4.5% | $8.75万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $209.41万 | 0.51% | 53,750 | 14,451 | 36.8% | $56.30万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.52% | 3 | 2 | 200.0% | $143.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $250.03万 | 0.61% | 7,794 | -1 | -0.0% | -$321 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $330.30万 | 0.80% | 73,204 | 19,526 | 36.4% | $88.10万 | 加仓 |
| IWB | ISHARES TR | $341.02万 | 0.83% | 9,564 | 1 | 0.0% | $357 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $359.02万 | 0.87% | 7,492 | 40 | 0.5% | $1.92万 | 加仓 |
| GOOG | ALPHABET INC | $475.80万 | 1.16% | 16,587 | 9 | 0.1% | $2,582 | 加仓 |
| NVDA | NVIDIA CORPORATION | $613.86万 | 1.49% | 35,198 | 41 | 0.1% | $7,150 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $976.65万 | 2.37% | 185,042 | 913 | 0.5% | $4.82万 | 加仓 |
| AAPL | APPLE INC | $993.22万 | 2.41% | 39,136 | -728 | -1.8% | -$18.48万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,199.12万 | 2.91% | 467,675 | -764 | -0.2% | -$1.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,636.81万 | 3.98% | 230,115 | 2,557 | 1.1% | $18.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,005.35万 | 4.87% | 545,526 | 8,029 | 1.5% | $29.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,818.02万 | 6.85% | 382,675 | 6,491 | 1.7% | $47.80万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,911.34万 | 9.51% | 404,482 | 4,789 | 1.2% | $46.31万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3,988.82万 | 9.70% | 797,923 | 16,373 | 2.1% | $81.85万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.65亿 | 40.09% | 2,325,624 | 17,656 | 0.8% | $125.20万 | 加仓 |