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 |
|---|---|---|---|---|---|---|---|---|
| — | STRIVE NATURAL RESOURCES AND SECURITY ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$2,726 | 清仓 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2,718 | 清仓 |
| EVMO | EATON VANCE MORTGAGE OPPORTUNITIES ETF | $0 | 0.00% | 0 | -52 | -100.0% | -$2,617 | 清仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $0 | 0.00% | 0 | -60 | -100.0% | -$2,587 | 清仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $0 | 0.00% | 0 | -97 | -100.0% | -$2,551 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -159 | -100.0% | -$2,525 | 清仓 |
| VREX | VAREX IMAGING CORP COM | $0 | 0.00% | 0 | -235 | -100.0% | -$2,493 | 清仓 |
| DRSK | APTUS DEFINED RISK ETF | $0 | 0.00% | 0 | -91 | -100.0% | -$2,487 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -34 | -100.0% | -$2,460 | 清仓 |
| — | UNLIMITED HFGM GLOBAL MACRO ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$2,437 | 清仓 |
| — | DEFIANCE S&P 500 TARGET INCOME ETF | $0 | 0.00% | 0 | -148 | -100.0% | -$2,412 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$2,386 | 清仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$2,367 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -7 | -100.0% | -$2,361 | 清仓 |
| NRG | NRG ENERGY INC COM NEW | $0 | 0.00% | 0 | -16 | -100.0% | -$2,338 | 清仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$2,320 | 清仓 |
| HWM | HOWMET AEROSPACE INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$2,305 | 清仓 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | -40 | -100.0% | -$2,262 | 清仓 |
| LW | LAMB WESTON HLDGS INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$2,198 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -32 | -100.0% | -$2,184 | 清仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$2,155 | 清仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $0 | 0.00% | 0 | -122 | -100.0% | -$2,092 | 清仓 |
| SCHH | SCHWAB U.S. REIT ETF | $0 | 0.00% | 0 | -97 | -100.0% | -$2,085 | 清仓 |
| — | SIMPLIFY PROPEL OPPORTUNITIES ETF | $0 | 0.00% | 0 | -133 | -100.0% | -$2,069 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -7 | -100.0% | -$2,049 | 清仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $0 | 0.00% | 0 | -51 | -100.0% | -$2,003 | 清仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $0 | 0.00% | 0 | -58 | -100.0% | -$1,997 | 清仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -76 | -100.0% | -$1,991 | 清仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $0 | 0.00% | 0 | -34 | -100.0% | -$1,988 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,954 | 清仓 |
| BKD | BROOKDALE SR LIVING INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$1,943 | 清仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $0 | 0.00% | 0 | -65 | -100.0% | -$1,863 | 清仓 |
| BKV | BKV CORP COM | $0 | 0.00% | 0 | -64 | -100.0% | -$1,825 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,824 | 清仓 |
| CSX | CSX CORP COM | $0 | 0.00% | 0 | -44 | -100.0% | -$1,806 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -37 | -100.0% | -$1,778 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,766 | 清仓 |
| URA | GLOBAL X URANIUM ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$1,743 | 清仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$1,722 | 清仓 |
| — | REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -43 | -100.0% | -$1,706 | 清仓 |
| CAG | CONAGRA BRANDS INC COM | $0 | 0.00% | 0 | -108 | -100.0% | -$1,698 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$1,692 | 清仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $0 | 0.00% | 0 | -200 | -100.0% | -$1,662 | 清仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$1,601 | 清仓 |
| ECL | ECOLAB INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,596 | 清仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$1,595 | 清仓 |
| QMOM | ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$1,571 | 清仓 |
| AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$1,562 | 清仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $0 | 0.00% | 0 | -52 | -100.0% | -$1,545 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$1,495 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,470 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,458 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,449 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $0 | 0.00% | 0 | -200 | -100.0% | -$1,446 | 清仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$1,440 | 清仓 |
| VOLT | TEMA ELECTRIFICATION ETF | $0 | 0.00% | 0 | -42 | -100.0% | -$1,438 | 清仓 |
| TJX | TJX COS INC NEW COM | $0 | 0.00% | 0 | -9 | -100.0% | -$1,437 | 清仓 |
| HOG | HARLEY DAVIDSON INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$1,415 | 清仓 |
| — | SPROTT ACTIVE GOLD & SILVER MINERS ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$1,409 | 清仓 |
| — | JANUS HENDERSON MID CAP GROWTH ALPHA ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$1,407 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$1,383 | 清仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $0 | 0.00% | 0 | -29 | -100.0% | -$1,375 | 清仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $0 | 0.00% | 0 | -29 | -100.0% | -$1,354 | 清仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $0 | 0.00% | 0 | -47 | -100.0% | -$1,347 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$1,324 | 清仓 |
| — | GLOBAL X S&P 500 RISK MANAGED INCOME ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$1,318 | 清仓 |
| — | ALPS ELECTRIFICATION INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$1,298 | 清仓 |
| KTB | KONTOOR BRANDS INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$1,265 | 清仓 |
| APH | AMPHENOL CORP CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$1,264 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$1,230 | 清仓 |
| LYFT | LYFT INC CL A COM | $0 | 0.00% | 0 | -90 | -100.0% | -$1,197 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -15 | -100.0% | -$1,142 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$1,086 | 清仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$1,076 | 清仓 |
| RKT | ROCKET COS INC COM CL A | $0 | 0.00% | 0 | -73 | -100.0% | -$1,040 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$977 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$975 | 清仓 |
| DOCU | DOCUSIGN INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$948 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$935 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -24 | -100.0% | -$888 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -2 | -100.0% | -$865 | 清仓 |
| PCG | PG&E CORP COM | $0 | 0.00% | 0 | -48 | -100.0% | -$843 | 清仓 |
| USDU | WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND | $0 | 0.00% | 0 | -30 | -100.0% | -$790 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$762 | 清仓 |
| BHC | BAUSCH HEALTH COS INC COM | $0 | 0.00% | 0 | -137 | -100.0% | -$740 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$732 | 清仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $0 | 0.00% | 0 | -24 | -100.0% | -$728 | 清仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$693 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$684 | 清仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$669 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -8 | -100.0% | -$569 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$556 | 清仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$556 | 清仓 |
| LMND | LEMONADE INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$501 | 清仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$499 | 清仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$486 | 清仓 |
| — | NANO X IMAGING LTD ORD SHS | $0 | 0.00% | 0 | -211 | -100.0% | -$479 | 清仓 |
| — | ATAIBECKLEY INC COM SHS | $0 | 0.00% | 0 | -126 | -100.0% | -$446 | 清仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $0 | 0.00% | 0 | -8 | -100.0% | -$415 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$414 | 清仓 |