Global Wealth Strategies & Associates
DENVER CO · SEC CIK 0001912297
$4.07亿2026Q1 申报市值
535持仓数
76.3%前十大占比 · 第一大 30.1%
58 / 80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
DYNF 新建仓+$2,068.83万
FSEC 新建仓+$827.39万
SCHA 加仓+$788.87万
VIG 加仓+$742.39万
VPL 新建仓+$585.43万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$2,631.62万
QUAL 减仓-$1,057.22万
MTUM 减仓-$796.62万
TLT 减仓-$525.16万
BAI 减仓-$158.05万
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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES SEMICONDUCTOR ETF | $439.09万 | 1.08% | 13,360 | 2,513 | 23.2% | $82.59万 | 加仓 |
| — | BARINGS CORPORATE INVS COM | $494.48万 | 1.21% | 286,823 | 40,712 | 16.5% | $70.19万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $585.43万 | 1.44% | 59,903 | 59,903 | — | $585.43万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $588.40万 | 1.45% | 108,862 | 107,470 | 7,720.5% | $580.88万 | 加仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $827.39万 | 2.03% | 188,729 | 188,729 | — | $827.39万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $831.39万 | 2.04% | 285,898 | 271,275 | 1,855.1% | $788.87万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $1,057.40万 | 2.60% | 119,941 | 4,497 | 3.9% | $39.65万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1,237.77万 | 3.04% | 116,606 | 8,141 | 7.5% | $86.42万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1,285.42万 | 3.16% | 247,530 | 39,207 | 18.8% | $203.60万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,067.34万 | 5.08% | 96,128 | 34,520 | 56.0% | $742.39万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2,068.83万 | 5.08% | 355,591 | 355,591 | — | $2,068.83万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,680.54万 | 6.59% | 112,808 | 6,363 | 6.0% | $151.20万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3,198.27万 | 7.86% | 434,311 | 30,112 | 7.4% | $221.74万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $4,406.87万 | 10.83% | 486,786 | -2,266 | -0.5% | -$20.51万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $1.22亿 | 30.06% | 204,711 | -44,040 | -17.7% | -$2,631.62万 | 减仓 |