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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INC | $2,149.06万 | 1.02% | 262,112 | 11,111 | 4.4% | $91.10万 | 加仓 |
| HD | HOME DEPOT INC | $2,228.15万 | 1.06% | 63,178 | 12,997 | 25.9% | $458.38万 | 加仓 |
| NTRA | NATERA INC | $2,241.04万 | 1.07% | 82,558 | 3,754 | 4.8% | $101.90万 | 加仓 |
| CRM | SALESFORCE INC | $2,282.08万 | 1.09% | 145,671 | 8,982 | 6.6% | $140.71万 | 加仓 |
| IUSV | ISHARES TR | $2,344.79万 | 1.12% | 212,872 | -15,200 | -6.7% | -$167.43万 | 减仓 |
| TJX | TJX COS INC NEW | $2,404.35万 | 1.14% | 158,703 | 9,244 | 6.2% | $140.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,409.60万 | 1.15% | 266,372 | 18,760 | 7.6% | $169.70万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $2,431.46万 | 1.16% | 1,136,196 | 50,087 | 4.6% | $107.19万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,436.20万 | 1.16% | 86,688 | 5,394 | 6.6% | $151.59万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,456.88万 | 1.17% | 1,149,150 | 51,415 | 4.7% | $109.93万 | 加仓 |
| IGIB | ISHARES TR | $2,489.11万 | 1.18% | 468,142 | 21,173 | 4.7% | $112.58万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,521.64万 | 1.20% | 33,043 | 3,171 | 10.6% | $241.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,612.17万 | 1.24% | 77,226 | 5,603 | 7.8% | $189.52万 | 加仓 |
| ALL | ALLSTATE CORP | $2,670.04万 | 1.27% | 112,215 | 7,192 | 6.8% | $171.13万 | 加仓 |
| APH | AMPHENOL CORP | $2,737.27万 | 1.30% | 155,244 | 10,706 | 7.4% | $188.77万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,777.72万 | 1.32% | 20,094 | 842 | 4.4% | $116.39万 | 加仓 |
| USMV | ISHARES TR | $2,793.37万 | 1.33% | 289,589 | 11,440 | 4.1% | $110.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,800.19万 | 1.33% | 75,068 | 9,807 | 15.0% | $365.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,820.71万 | 1.34% | 39,014 | 5,250 | 15.5% | $379.58万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,911.58万 | 1.39% | 77,576 | 4,605 | 6.3% | $172.83万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,956.86万 | 1.41% | 66,287 | 3,042 | 4.8% | $135.69万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,053.40万 | 1.45% | 62,167 | 3,262 | 5.5% | $160.22万 | 加仓 |
| GEV | GE VERNOVA INC | $3,134.77万 | 1.49% | 26,682 | 1,513 | 6.0% | $177.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,140.86万 | 1.49% | 95,954 | 5,078 | 5.6% | $166.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,337.60万 | 1.59% | 166,805 | 11,188 | 7.2% | $223.86万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3,417.63万 | 1.63% | 783,681 | 97,946 | 14.3% | $427.14万 | 加仓 |
| AMZN | AMAZON COM INC | $3,549.05万 | 1.69% | 148,907 | 9,185 | 6.6% | $218.92万 | 加仓 |
| WMT | WALMART INC | $3,579.41万 | 1.70% | 316,035 | 12,907 | 4.3% | $146.18万 | 加仓 |
| PFF | ISHARES TR | $3,615.34万 | 1.72% | 1,185,745 | 130,678 | 12.4% | $398.44万 | 加仓 |
| AAPL | APPLE INC | $3,900.02万 | 1.86% | 134,781 | 7,242 | 5.7% | $209.55万 | 加仓 |
| IDV | ISHARES TR | $3,999.95万 | 1.90% | 965,473 | 32,943 | 3.5% | $136.48万 | 加仓 |
| GOOGL | ALPHABET INC | $4,568.94万 | 2.17% | 127,849 | 3,763 | 3.0% | $134.48万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,841.35万 | 2.30% | 1,073,232 | 13,214 | 1.2% | $59.61万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,031.39万 | 2.39% | 116,110 | -140 | -0.1% | -$6.07万 | 减仓 |
| IAGG | ISHARES TR | $5,253.85万 | 2.50% | 1,038,310 | 109,576 | 11.8% | $554.45万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,588.53万 | 2.66% | 96,203 | 2,269 | 2.4% | $131.81万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $7,158.47万 | 3.41% | 951,292 | 117,049 | 14.0% | $880.79万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $7,441.30万 | 3.54% | 900,339 | 104,003 | 13.1% | $859.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,917.58万 | 4.24% | 77,256 | -44,825 | -36.7% | -$5,174.10万 | 减仓 |
| LQD | ISHARES TR | $1.30亿 | 6.17% | 1,189,126 | 195,038 | 19.6% | $2,127.28万 | 加仓 |