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 |
|---|---|---|---|---|---|---|---|---|
| BHF | BRIGHTHOUSE FINL INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$299 | 清仓 |
| KHC | KRAFT HEINZ CO COM | $0 | 0.00% | 0 | -13 | -100.0% | -$292 | 清仓 |
| DQ | DAQO NEW ENERGY CORP SPNSRD ADS NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$277 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$276 | 清仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $0 | 0.00% | 0 | -38 | -100.0% | -$252 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$250 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$248 | 清仓 |
| — | JOBY AVIATION INC WT EXP 081026 | $0 | 0.00% | 0 | -300 | -100.0% | -$237 | 清仓 |
| ALAB | ASTERA LABS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$219 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$205 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$190 | 清仓 |
| XPEV | XPENG INC ADS | $0 | 0.00% | 0 | -11 | -100.0% | -$188 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$185 | 清仓 |
| ADI | ANALOG DEVICES INC COM | $0 | 0.00% | 0 | 0 | — | -$157 | 清仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$152 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$145 | 清仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$131 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -10 | -100.0% | -$131 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | 0 | — | -$130 | 清仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$119 | 清仓 |
| TAN | INVESCO SOLAR ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$111 | 清仓 |
| GEVO | GEVO INC COM PAR | $0 | 0.00% | 0 | -40 | -100.0% | -$109 | 清仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$94 | 清仓 |
| EDIT | EDITAS MEDICINE INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$86 | 清仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$80 | 清仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD COM | $0 | 0.00% | 0 | -5 | -100.0% | -$80 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -1 | -100.0% | -$79 | 清仓 |
| CRNC | CERENCE INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$76 | 清仓 |
| — | AVITA MEDICAL INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$74 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $0 | 0.00% | 0 | -12 | -100.0% | -$66 | 清仓 |
| BROS | DUTCH BROS INC CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$51 | 清仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$50 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$48 | 清仓 |
| GME | GAMESTOP CORP CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$46 | 清仓 |
| ADMA | ADMA BIOLOGICS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$45 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | 0 | — | -$42 | 清仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$38 | 清仓 |
| PII | POLARIS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |
| ES | EVERSOURCE ENERGY COM | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | 0 | — | -$36 | 清仓 |
| FDS | FACTSET RESH SYS INC COM | $0 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| — | SONO GROUP N V SHS NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$19 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$15 | 清仓 |
| SYY | SYSCO CORP COM | $0 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $0 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| — | BLACK TITAN CORP ORD SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$3 | 清仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |