Global Wealth Strategies & Associates
DENVER CO · SEC CIK 0001912297
$5.28亿2026Q2 申报市值
97持仓数
71.8%前十大占比 · 第一大 27.4%
4 / 450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
QQQ 加仓+$1,815.40万
IJR 加仓+$1,548.61万
XLK 加仓+$1,322.50万
AMZN 加仓+$654.93万
VOO 加仓+$414.42万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$65.19万
TLT 减仓-$64.78万
MTUM 减仓-$55.71万
VTWO 清仓-$20.47万
BSCS 清仓-$20.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ECG | EVERUS CONSTR GROUP COM | $0 | 0.00% | 0 | -345 | -100.0% | -$4.07万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -450 | -100.0% | -$4.03万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -568 | -100.0% | -$3.99万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $0 | 0.00% | 0 | -416 | -100.0% | -$3.95万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $0 | 0.00% | 0 | -300 | -100.0% | -$3.93万 | 清仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -450 | -100.0% | -$3.82万 | 清仓 |
| MDLZ | MONDELEZ INTL INC CL A | $0 | 0.00% | 0 | -661 | -100.0% | -$3.81万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -183 | -100.0% | -$3.80万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$3.79万 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $0 | 0.00% | 0 | -906 | -100.0% | -$3.73万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -1,318 | -100.0% | -$3.67万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | -228 | -100.0% | -$3.66万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $0 | 0.00% | 0 | -4,850 | -100.0% | -$3.65万 | 清仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $0 | 0.00% | 0 | -170 | -100.0% | -$3.63万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP COM | $0 | 0.00% | 0 | -211 | -100.0% | -$3.63万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -388 | -100.0% | -$3.60万 | 清仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $0 | 0.00% | 0 | -231 | -100.0% | -$3.58万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -394 | -100.0% | -$3.56万 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -425 | -100.0% | -$3.50万 | 清仓 |
| TGT | TARGET CORP COM | $0 | 0.00% | 0 | -287 | -100.0% | -$3.48万 | 清仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $0 | 0.00% | 0 | -437 | -100.0% | -$3.45万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -400 | -100.0% | -$3.41万 | 清仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE | $0 | 0.00% | 0 | -1,130 | -100.0% | -$3.32万 | 清仓 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$3.25万 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -108 | -100.0% | -$3.20万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -263 | -100.0% | -$3.12万 | 清仓 |
| PPL | PPL CORP COM | $0 | 0.00% | 0 | -800 | -100.0% | -$3.06万 | 清仓 |
| — | PUTNAM MASTER INTER INCOME TR SH BEN INT | $0 | 0.00% | 0 | -9,220 | -100.0% | -$3.01万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -206 | -100.0% | -$3.01万 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -374 | -100.0% | -$3.00万 | 清仓 |
| BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,460 | -100.0% | -$3.00万 | 清仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $0 | 0.00% | 0 | -346 | -100.0% | -$2.98万 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -1,288 | -100.0% | -$2.95万 | 清仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $0 | 0.00% | 0 | -97 | -100.0% | -$2.93万 | 清仓 |
| DTE | DTE ENERGY CO COM | $0 | 0.00% | 0 | -200 | -100.0% | -$2.92万 | 清仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $0 | 0.00% | 0 | -160 | -100.0% | -$2.91万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -144 | -100.0% | -$2.85万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $0 | 0.00% | 0 | -194 | -100.0% | -$2.83万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $0 | 0.00% | 0 | -500 | -100.0% | -$2.82万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $0 | 0.00% | 0 | -72 | -100.0% | -$2.81万 | 清仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $0 | 0.00% | 0 | -750 | -100.0% | -$2.67万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2.67万 | 清仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $0 | 0.00% | 0 | -635 | -100.0% | -$2.59万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -235 | -100.0% | -$2.59万 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -444 | -100.0% | -$2.53万 | 清仓 |
| SM | SM ENERGY COMPANY COM | $0 | 0.00% | 0 | -810 | -100.0% | -$2.52万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$2.48万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -200 | -100.0% | -$2.36万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -448 | -100.0% | -$2.36万 | 清仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -214 | -100.0% | -$2.28万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$2.24万 | 清仓 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | -455 | -100.0% | -$2.22万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -415 | -100.0% | -$2.08万 | 清仓 |
| JNUG | DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$1.99万 | 清仓 |
| MO | ALTRIA GROUP INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$1.98万 | 清仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $0 | 0.00% | 0 | -406 | -100.0% | -$1.96万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -1,300 | -100.0% | -$1.95万 | 清仓 |
| IOO | ISHARES GLOBAL 100 ETF | $0 | 0.00% | 0 | -161 | -100.0% | -$1.95万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -366 | -100.0% | -$1.94万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$1.93万 | 清仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.93万 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -97 | -100.0% | -$1.92万 | 清仓 |
| — | PUTNAM MANAGED MUN INCOME TR COM | $0 | 0.00% | 0 | -3,105 | -100.0% | -$1.91万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $0 | 0.00% | 0 | -1,691 | -100.0% | -$1.90万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | -93 | -100.0% | -$1.90万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -219 | -100.0% | -$1.83万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -51 | -100.0% | -$1.82万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -196 | -100.0% | -$1.82万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -228 | -100.0% | -$1.81万 | 清仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -517 | -100.0% | -$1.76万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$1.74万 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -369 | -100.0% | -$1.73万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -600 | -100.0% | -$1.72万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $0 | 0.00% | 0 | -399 | -100.0% | -$1.70万 | 清仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $0 | 0.00% | 0 | -369 | -100.0% | -$1.68万 | 清仓 |
| KMI | KINDER MORGAN INC DEL COM | $0 | 0.00% | 0 | -500 | -100.0% | -$1.68万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$1.65万 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -1,414 | -100.0% | -$1.63万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -75 | -100.0% | -$1.62万 | 清仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $0 | 0.00% | 0 | -205 | -100.0% | -$1.61万 | 清仓 |
| FE | FIRSTENERGY CORP COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1.60万 | 清仓 |
| WTPI | WISDOMTREE EQUITY PREMIUM INCOME FUND | $0 | 0.00% | 0 | -499 | -100.0% | -$1.59万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $0 | 0.00% | 0 | -160 | -100.0% | -$1.58万 | 清仓 |
| SMMD | ISHARES RUSSELL 2500 ETF | $0 | 0.00% | 0 | -207 | -100.0% | -$1.58万 | 清仓 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | -108 | -100.0% | -$1.57万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -165 | -100.0% | -$1.52万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $0 | 0.00% | 0 | -46 | -100.0% | -$1.50万 | 清仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $0 | 0.00% | 0 | -700 | -100.0% | -$1.49万 | 清仓 |
| MDU | MDU RES GROUP INC COM | $0 | 0.00% | 0 | -690 | -100.0% | -$1.43万 | 清仓 |
| LEN | LENNAR CORP CL A | $0 | 0.00% | 0 | -164 | -100.0% | -$1.43万 | 清仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $0 | 0.00% | 0 | -321 | -100.0% | -$1.42万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -308 | -100.0% | -$1.41万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -621 | -100.0% | -$1.40万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -35 | -100.0% | -$1.39万 | 清仓 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | -110 | -100.0% | -$1.39万 | 清仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $0 | 0.00% | 0 | -184 | -100.0% | -$1.39万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -219 | -100.0% | -$1.37万 | 清仓 |
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | $0 | 0.00% | 0 | -1,067 | -100.0% | -$1.37万 | 清仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -276 | -100.0% | -$1.35万 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.35万 | 清仓 |