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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP COM NEW | $0 | 0.00% | 0 | -254 | -100.0% | -$1.32万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $0 | 0.00% | 0 | -860 | -100.0% | -$1.29万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $0 | 0.00% | 0 | -493 | -100.0% | -$1.29万 | 清仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $0 | 0.00% | 0 | -111 | -100.0% | -$1.28万 | 清仓 |
| DXCM | DEXCOM INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$1.26万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$1.25万 | 清仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $0 | 0.00% | 0 | -696 | -100.0% | -$1.24万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$1.21万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$1.19万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $0 | 0.00% | 0 | -75 | -100.0% | -$1.12万 | 清仓 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -60 | -100.0% | -$1.09万 | 清仓 |
| MCO | MOODYS CORP COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1.09万 | 清仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $0 | 0.00% | 0 | -335 | -100.0% | -$1.09万 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$1.08万 | 清仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -750 | -100.0% | -$1.08万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -81 | -100.0% | -$1.07万 | 清仓 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | -160 | -100.0% | -$1.06万 | 清仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$1.05万 | 清仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $0 | 0.00% | 0 | -228 | -100.0% | -$1.05万 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -600 | -100.0% | -$1.03万 | 清仓 |
| STWD | STARWOOD PPTY TR INC COM | $0 | 0.00% | 0 | -600 | -100.0% | -$1.03万 | 清仓 |
| — | DUPONT DE NEMOURS INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$1.02万 | 清仓 |
| — | DOMO INC COM CL B | $0 | 0.00% | 0 | -3,267 | -100.0% | -$9,997 | 清仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $0 | 0.00% | 0 | -903 | -100.0% | -$9,933 | 清仓 |
| SJM | SMUCKER J M CO COM NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$9,644 | 清仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$9,586 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $0 | 0.00% | 0 | -69 | -100.0% | -$9,544 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -29 | -100.0% | -$9,529 | 清仓 |
| IOT | SAMSARA INC COM CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$9,507 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$9,380 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$8,888 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -20 | -100.0% | -$8,606 | 清仓 |
| VMI | VALMONT INDS INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$8,391 | 清仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $0 | 0.00% | 0 | -348 | -100.0% | -$8,307 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $0 | 0.00% | 0 | -752 | -100.0% | -$8,144 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -24 | -100.0% | -$8,123 | 清仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$8,072 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $0 | 0.00% | 0 | -240 | -100.0% | -$8,016 | 清仓 |
| — | UNLIMITED HFEQ EQUITY LONG/SHORT ETF | $0 | 0.00% | 0 | -379 | -100.0% | -$7,989 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$7,794 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -100 | -100.0% | -$7,708 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -69 | -100.0% | -$7,546 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | -102 | -100.0% | -$7,433 | 清仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$7,259 | 清仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $0 | 0.00% | 0 | -165 | -100.0% | -$7,013 | 清仓 |
| LNTH | LANTHEUS HLDGS INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$6,978 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$6,916 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$6,795 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | -33 | -100.0% | -$6,568 | 清仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $0 | 0.00% | 0 | -346 | -100.0% | -$6,384 | 清仓 |
| DOW | DOW HLDGS INC COM | $0 | 0.00% | 0 | -153 | -100.0% | -$6,372 | 清仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$6,349 | 清仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $0 | 0.00% | 0 | -171 | -100.0% | -$6,295 | 清仓 |
| — | MFS GOVT MKTS INCOME TR SH BEN INT | $0 | 0.00% | 0 | -2,136 | -100.0% | -$6,280 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$6,240 | 清仓 |
| — | KRANESHARES HEDGEYE HEDGED EQUITY INDEX ETF | $0 | 0.00% | 0 | -227 | -100.0% | -$6,224 | 清仓 |
| LOGI | LOGITECH INTL S A SHS | $0 | 0.00% | 0 | -67 | -100.0% | -$6,105 | 清仓 |
| SOLV | SOLVENTUM CORP COM SHS | $0 | 0.00% | 0 | -93 | -100.0% | -$6,073 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$5,881 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -57 | -100.0% | -$5,877 | 清仓 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $0 | 0.00% | 0 | -184 | -100.0% | -$5,726 | 清仓 |
| GLW | CORNING INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$5,575 | 清仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$5,535 | 清仓 |
| TRV | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$5,333 | 清仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$5,301 | 清仓 |
| SRE | SEMPRA COM | $0 | 0.00% | 0 | -52 | -100.0% | -$5,053 | 清仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$5,038 | 清仓 |
| RUN | SUNRUN INC COM | $0 | 0.00% | 0 | -360 | -100.0% | -$4,882 | 清仓 |
| OTTR | OTTER TAIL CORP COM | $0 | 0.00% | 0 | -55 | -100.0% | -$4,827 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$4,754 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$4,719 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$4,583 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -181 | -100.0% | -$4,543 | 清仓 |
| CROX | CROCS INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$4,151 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$4,068 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -25 | -100.0% | -$4,045 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -37 | -100.0% | -$4,033 | 清仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $0 | 0.00% | 0 | -153 | -100.0% | -$4,023 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -56 | -100.0% | -$3,960 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -58 | -100.0% | -$3,952 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -61 | -100.0% | -$3,882 | 清仓 |
| LUV | SOUTHWEST AIRLS CO COM | $0 | 0.00% | 0 | -100 | -100.0% | -$3,757 | 清仓 |
| — | ALGER MID CAP 40 ETF | $0 | 0.00% | 0 | -190 | -100.0% | -$3,701 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$3,675 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$3,596 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$3,343 | 清仓 |
| MS | MORGAN STANLEY COM NEW | $0 | 0.00% | 0 | -19 | -100.0% | -$3,196 | 清仓 |
| KMX | CARMAX INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$3,077 | 清仓 |
| KBH | KB HOME COM | $0 | 0.00% | 0 | -59 | -100.0% | -$3,053 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,986 | 清仓 |
| — | CURIOSITYSTREAM INC COM CL A | $0 | 0.00% | 0 | -991 | -100.0% | -$2,933 | 清仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $0 | 0.00% | 0 | -12 | -100.0% | -$2,896 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -33 | -100.0% | -$2,859 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $0 | 0.00% | 0 | -17 | -100.0% | -$2,824 | 清仓 |
| WFC | WELLS FARGO & CO COM | $0 | 0.00% | 0 | -35 | -100.0% | -$2,786 | 清仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$2,737 | 清仓 |
| — | SO YOUNG INTERNATIONAL INC SPONSORED ADS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,730 | 清仓 |
| — | 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 |