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 |
|---|---|---|---|---|---|---|---|---|
| — | ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$432 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$380 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$370 | 清仓 |
| — | ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$317 | 清仓 |
| — | 2X BITCOIN STRATEGY ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$277 | 清仓 |
| — | ROUNDHILL RUSSELL 2000 0DTE COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$264 | 清仓 |
| NEOG | NEOGEN CORP COM | $0 | 0.00% | 0 | -27 | -100.0% | -$189 | 清仓 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$147 | 清仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$144 | 清仓 |
| VICI | VICI PPTYS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$141 | 清仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$115 | 清仓 |
| — | FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$96 | 清仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $0 | 0.00% | 0 | -1 | -100.0% | -$96 | 清仓 |
| — | WW INTL INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$29 | 清仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |