GDS Wealth Management
FLOWER MOUND TX · SEC CIK 0001940869
$21.02亿2026Q2 申报市值
232持仓数
31.3%前十大占比 · 第一大 6.2%
37 / 8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
LQD 加仓+$2,127.28万
NEM 新建仓+$1,513.78万
LLY 加仓+$1,072.77万
PH 新建仓+$1,035.44万
ISRG 新建仓+$947.63万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5,174.10万
FTSM 减仓-$2,985.90万
MSI 减仓-$1,184.24万
BSX 清仓-$853.34万
TW 减仓-$709.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -135,991 | -100.0% | -$853.34万 | 清仓 |
| LGH | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -6,996 | -100.0% | -$39.85万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -2,700 | -100.0% | -$37.75万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -3,376 | -100.0% | -$24.23万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.31万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -4,022 | -100.0% | -$21.48万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -29,767 | -100.0% | -$20.69万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,374 | -100.0% | -$20.57万 | 清仓 |
| — | BIOTE CORP | $8.09万 | 0.00% | 42,789 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $9.46万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $17.33万 | 0.01% | 15,202 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $20.11万 | 0.01% | 2,741 | 2,741 | — | $20.11万 | 新建仓 |
| WCC | WESCO INTL INC | $20.14万 | 0.01% | 583 | 583 | — | $20.14万 | 新建仓 |
| MUB | ISHARES TR | $20.49万 | 0.01% | 1,904 | 1,904 | — | $20.49万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.85万 | 0.01% | 1,647 | 1,647 | — | $20.85万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $21.23万 | 0.01% | 2,212 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $21.25万 | 0.01% | 3,441 | 3,441 | — | $21.25万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $21.57万 | 0.01% | 8,889 | 0 | 0.0% | — | 不变 |
| QQH | NORTHERN LTS FD TR III | $21.94万 | 0.01% | 2,563 | -1,746 | -40.5% | -$14.95万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.19万 | 0.01% | 4,740 | 4,740 | — | $22.19万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.29万 | 0.01% | 767 | -61 | -7.4% | -$1.77万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.44万 | 0.01% | 6,105 | 6,105 | — | $22.44万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $22.53万 | 0.01% | 3,297 | -209 | -6.0% | -$1.43万 | 减仓 |
| BA | BOEING CO | $22.95万 | 0.01% | 1,060 | 1,060 | — | $22.95万 | 新建仓 |
| UBS | UBS GROUP AG | $23.50万 | 0.01% | 4,741 | 4,741 | — | $23.50万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $23.51万 | 0.01% | 7,335 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $23.63万 | 0.01% | 3,124 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.80万 | 0.01% | 1,092 | -667 | -37.9% | -$14.54万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $24.01万 | 0.01% | 1,197 | 1,197 | — | $24.01万 | 新建仓 |
| EMB | ISHARES TR | $24.13万 | 0.01% | 2,502 | 136 | 5.7% | $1.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.13万 | 0.01% | 6,932 | 6,932 | — | $24.13万 | 新建仓 |
| EQIX | EQUINIX INC | $24.18万 | 0.01% | 232 | -39 | -14.4% | -$4.07万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.23万 | 0.01% | 8,748 | 8,748 | — | $24.23万 | 新建仓 |
| DE | DEERE & CO | $24.80万 | 0.01% | 391 | 391 | — | $24.80万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.83万 | 0.01% | 1,114 | -60 | -5.1% | -$1.34万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $25.71万 | 0.01% | 26,100 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $26.21万 | 0.01% | 7,174 | -1,001 | -12.2% | -$3.66万 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.68万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $27.05万 | 0.01% | 358 | 33 | 10.2% | $2.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.13万 | 0.01% | 3,881 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $27.20万 | 0.01% | 3,129 | 177 | 6.0% | $1.54万 | 加仓 |
| T | AT&T INC | $27.45万 | 0.01% | 13,259 | 827 | 6.7% | $1.71万 | 加仓 |
| IWF | ISHARES TR | $27.67万 | 0.01% | 2,228 | 20 | 0.9% | $2,483 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.16万 | 0.01% | 3,470 | 3,470 | — | $28.16万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.63万 | 0.01% | 5,069 | 5,069 | — | $28.63万 | 新建仓 |
| GE | GE AEROSPACE | $28.72万 | 0.01% | 769 | 769 | — | $28.72万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $29.23万 | 0.01% | 2,326 | -223 | -8.7% | -$2.80万 | 减仓 |
| AFL | AFLAC INC | $29.39万 | 0.01% | 2,507 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.90万 | 0.01% | 1,356 | 36 | 2.7% | $7,938 | 加仓 |
| GOVT | ISHARES TR | $30.24万 | 0.01% | 13,274 | 492 | 3.8% | $1.12万 | 加仓 |
| UPRO | PROSHARES TR | $30.57万 | 0.01% | 2,156 | 2,156 | — | $30.57万 | 新建仓 |
| EFAV | ISHARES TR | $30.75万 | 0.01% | 3,506 | -2 | -0.1% | -$175 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.89万 | 0.01% | 1,452 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.98万 | 0.01% | 2,219 | 2,219 | — | $30.98万 | 新建仓 |
| WFC | WELLS FARGO & CO | $31.05万 | 0.01% | 3,757 | 591 | 18.7% | $4.88万 | 加仓 |
| C | CITIGROUP INC | $31.25万 | 0.01% | 2,233 | 2,233 | — | $31.25万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $31.35万 | 0.01% | 6,198 | -466 | -7.0% | -$2.36万 | 减仓 |
| PFE | PFIZER INC | $32.19万 | 0.02% | 13,368 | 13,368 | — | $32.19万 | 新建仓 |
| DGRO | ISHARES TR | $32.25万 | 0.02% | 4,255 | 382 | 9.9% | $2.90万 | 加仓 |
| OKTA | OKTA INC | $32.27万 | 0.02% | 2,365 | -2,305 | -49.4% | -$31.45万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $32.55万 | 0.02% | 1,826 | -174 | -8.7% | -$3.10万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $32.65万 | 0.02% | 881 | 16 | 1.8% | $5,929 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.98万 | 0.02% | 4,629 | 112 | 2.5% | $7,980 | 加仓 |
| MPC | MARATHON PETE CORP | $33.42万 | 0.02% | 1,307 | 42 | 3.3% | $1.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.72万 | 0.02% | 9,965 | 9,965 | — | $33.72万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $33.75万 | 0.02% | 4,099 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $33.89万 | 0.02% | 10,721 | -198,809 | -94.9% | -$628.44万 | 减仓 |
| CMI | CUMMINS INC | $33.95万 | 0.02% | 476 | -98 | -17.1% | -$6.99万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $34.44万 | 0.02% | 3,342 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $34.98万 | 0.02% | 4,134 | -145 | -3.4% | -$1.23万 | 减仓 |
| MRK | MERCK & CO INC | $35.94万 | 0.02% | 2,797 | 1,115 | 66.3% | $14.33万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $36.15万 | 0.02% | 6,692 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $37.08万 | 0.02% | 19,394 | 527 | 2.8% | $1.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.35万 | 0.02% | 2,730 | 104 | 4.0% | $1.42万 | 加仓 |
| PLD | PROLOGIS INC. | $37.36万 | 0.02% | 2,758 | 115 | 4.4% | $1.56万 | 加仓 |
| IXUS | ISHARES TR | $37.97万 | 0.02% | 3,978 | -8 | -0.2% | -$764 | 减仓 |
| MS | MORGAN STANLEY | $38.07万 | 0.02% | 1,821 | 1,821 | — | $38.07万 | 新建仓 |
| IEMG | ISHARES INC | $38.56万 | 0.02% | 4,655 | -128 | -2.7% | -$1.06万 | 减仓 |
| CSCO | CISCO SYS INC | $38.96万 | 0.02% | 3,317 | 661 | 24.9% | $7.76万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $39.29万 | 0.02% | 1,141 | -58 | -4.8% | -$2.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.49万 | 0.02% | 1,325 | 1,325 | — | $39.49万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $41.81万 | 0.02% | 2,205 | 2,205 | — | $41.81万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $41.96万 | 0.02% | 3,372 | 212 | 6.7% | $2.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.00万 | 0.02% | 4,629 | -54 | -1.2% | -$4,900 | 减仓 |
| IWM | ISHARES TR | $42.87万 | 0.02% | 1,427 | -45 | -3.1% | -$1.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.98万 | 0.02% | 1,034 | -172 | -14.3% | -$7.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.18万 | 0.02% | 4,920 | 208 | 4.4% | $1.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $43.38万 | 0.02% | 1,431 | -40 | -2.7% | -$1.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $43.82万 | 0.02% | 6,090 | 1,202 | 24.6% | $8.65万 | 加仓 |
| PPG | PPG INDS INC | $44.14万 | 0.02% | 3,639 | 12 | 0.3% | $1,455 | 加仓 |
| ORCL | ORACLE CORP | $45.06万 | 0.02% | 3,075 | 1,440 | 88.1% | $21.10万 | 加仓 |
| HDV | ISHARES TR | $45.42万 | 0.02% | 16,572 | 3,202 | 23.9% | $8.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.12万 | 0.02% | 898 | -277 | -23.6% | -$14.23万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $48.97万 | 0.02% | 8,056 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $49.05万 | 0.02% | 485 | 485 | — | $49.05万 | 新建仓 |
| PCAR | PACCAR INC | $49.07万 | 0.02% | 4,085 | 73 | 1.8% | $8,769 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $49.32万 | 0.02% | 3,953 | 710 | 21.9% | $8.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $49.57万 | 0.02% | 6,152 | -252 | -3.9% | -$2.03万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $50.16万 | 0.02% | 7,976 | 2,502 | 45.7% | $15.74万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $50.64万 | 0.02% | 15,135 | 2,495 | 19.7% | $8.35万 | 加仓 |