13F 机构持仓

GDS Wealth Management

FLOWER MOUND TX · SEC CIK 0001940869

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.02亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LQD 6.2%
MU 4.2%
VCIT 3.5%
VCLT 3.4%
AMD 2.7%
IAGG 2.5%
LRCX 2.4%
HPE 2.3%
GOOGL 2.2%
IDV 1.9%

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
— DIMENSIONAL ETF TRUST $27.13万0.01%3,881 00.0% — 不变
MCK MCKESSON CORP $27.05万0.01%358 3310.2% $2.49万 加仓
SDY SPDR SERIES TRUST $26.68万0.01%1,753 00.0% — 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
AVR ANTERIS TECHNOLOGIES GLOBAL $25.71万0.01%26,100 00.0% — 不变
WM WASTE MGMT INC DEL $24.83万0.01%1,114 -60-5.1% -$1.34万 减仓
DE DEERE & CO $24.80万0.01%391 391— $24.80万 新建仓
SCHF SCHWAB STRATEGIC TR $24.23万0.01%8,748 8,748— $24.23万 新建仓
EQIX EQUINIX INC $24.18万0.01%232 -39-14.4% -$4.07万 减仓
SCHV SCHWAB STRATEGIC TR $24.13万0.01%6,932 6,932— $24.13万 新建仓
EMB ISHARES TR $24.13万0.01%2,502 1365.7% $1.31万 加仓
COF CAPITAL ONE FINL CORP $24.01万0.01%1,197 1,197— $24.01万 新建仓
VTV VANGUARD INDEX FDS $23.80万0.01%1,092 -667-37.9% -$14.54万 重新持有
LRGF ISHARES TR $23.63万0.01%3,124 00.0% — 不变
COLB COLUMBIA BKG SYS INC $23.51万0.01%7,335 00.0% — 不变
UBS UBS GROUP AG $23.50万0.01%4,741 4,741— $23.50万 新建仓
BA BOEING CO $22.95万0.01%1,060 1,060— $22.95万 新建仓
FDLO FIDELITY COVINGTON TRUST $22.53万0.01%3,297 -209-6.0% -$1.43万 减仓
EPD ENTERPRISE PRODS PARTNERS L $22.44万0.01%6,105 6,105— $22.44万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $22.29万0.01%767 -61-7.4% -$1.77万 减仓
VMBS VANGUARD SCOTTSDALE FDS $22.19万0.01%4,740 4,740— $22.19万 新建仓
QQH NORTHERN LTS FD TR III $21.94万0.01%2,563 -1,746-40.5% -$14.95万 减仓
PAGP PLAINS GP HLDGS L P $21.57万0.01%8,889 00.0% — 不变
BTI BRITISH AMERN TOB PLC $21.25万0.01%3,441 3,441— $21.25万 新建仓
LMAT LEMAITRE VASCULAR INC $21.23万0.01%2,212 00.0% — 不变
DUK DUKE ENERGY CORP NEW $20.85万0.01%1,647 1,647— $20.85万 新建仓
MUB ISHARES TR $20.49万0.01%1,904 1,904— $20.49万 新建仓
WCC WESCO INTL INC $20.14万0.01%583 583— $20.14万 新建仓
CARR CARRIER GLOBAL CORPORATION $20.11万0.01%2,741 2,741— $20.11万 新建仓
PLAY DAVE & BUSTERS ENTMT INC $17.33万0.01%15,202 00.0% — 不变
LWLG LIGHTWAVE LOGIC INC $9.46万0.00%10,000 00.0% — 不变
— BIOTE CORP $8.09万0.00%42,789 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $00.00%0 -135,991-100.0% -$853.34万 清仓
LGH NORTHERN LTS FD TR III $00.00%0 -6,996-100.0% -$39.85万 清仓
RH RH $00.00%0 -2,700-100.0% -$37.75万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -3,376-100.0% -$24.23万 清仓
SGOL ETFS GOLD TR $00.00%0 -5,000-100.0% -$22.31万 清仓
ROL ROLLINS INC $00.00%0 -4,022-100.0% -$21.48万 清仓
WEN WENDYS CO $00.00%0 -29,767-100.0% -$20.69万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,374-100.0% -$20.57万 清仓