GLOBALT Investments LLC / GA
Atlanta GA · SEC CIK 0002011891
$28.04亿2026Q1 申报市值
202持仓数
61.3%前十大占比 · 第一大 14.3%
10 / 10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
SPTS 加仓+$1.66亿
IWF 加仓+$1,458.84万
IWD 加仓+$1,333.84万
SPTL 加仓+$1,282.35万
SPTI 加仓+$867.19万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$4,479.48万
IWP 减仓-$4,275.99万
GLD 减仓-$2,700.20万
GDX 减仓-$1,980.40万
AZN 清仓-$573.75万
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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $291.88万 | 0.10% | 31,620 | 106 | 0.3% | $9,785 | 加仓 |
| MCD | MCDONALDS CORP | $289.43万 | 0.10% | 9,313 | -444 | -4.6% | -$13.80万 | 减仓 |
| GOOG | ALPHABET INC | $279.66万 | 0.10% | 9,749 | 905 | 10.2% | $25.96万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $275.96万 | 0.10% | 7,044 | -2,716 | -27.8% | -$106.40万 | 减仓 |
| IOO | ISHARES TR | $271.73万 | 0.10% | 22,463 | -3,892 | -14.8% | -$47.08万 | 减仓 |
| GOVT | ISHARES TR | $270.62万 | 0.10% | 118,125 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $259.51万 | 0.09% | 13,126 | 13,126 | — | $259.51万 | 新建仓 |
| USIG | ISHARES TR | $255.09万 | 0.09% | 49,793 | -345 | -0.7% | -$1.77万 | 减仓 |
| NEM | NEWMONT CORP | $254.01万 | 0.09% | 23,465 | -20,408 | -46.5% | -$220.92万 | 减仓 |
| — | HONEYWELL INTL INC | $250.37万 | 0.09% | 11,077 | 62 | 0.6% | $1.40万 | 加仓 |
| DGRW | WISDOMTREE TR | $248.25万 | 0.09% | 28,262 | -311 | -1.1% | -$2.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $220.61万 | 0.08% | 2,214 | -16 | -0.7% | -$1.59万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $213.13万 | 0.08% | 4,773 | 30 | 0.6% | $1.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $199.03万 | 0.07% | 6,580 | 41 | 0.6% | $1.24万 | 加仓 |
| ADSK | AUTODESK INC | $187.35万 | 0.07% | 7,826 | 103 | 1.3% | $2.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $183.29万 | 0.07% | 11,433 | -129 | -1.1% | -$2.07万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $180.40万 | 0.06% | 1,650 | -15 | -0.9% | -$1.64万 | 减仓 |
| FLR | FLUOR CORP | $174.19万 | 0.06% | 37,339 | 224 | 0.6% | $1.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $154.78万 | 0.06% | 20,610 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $152.71万 | 0.05% | 2,098 | -7 | -0.3% | -$5,095 | 减仓 |
| IOT | SAMSARA INC | $152.13万 | 0.05% | 48,006 | 103 | 0.2% | $3,264 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $150.74万 | 0.05% | 5,478 | -14 | -0.3% | -$3,853 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $148.57万 | 0.05% | 16,750 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $146.45万 | 0.05% | 10,035 | -68 | -0.7% | -$9,924 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $139.87万 | 0.05% | 8,522 | -29,302 | -77.5% | -$480.93万 | 减仓 |
| SHY | ISHARES TR | $138.30万 | 0.05% | 16,750 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $138.06万 | 0.05% | 22,068 | -152 | -0.7% | -$9,509 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $135.84万 | 0.05% | 5,020 | -180 | -3.5% | -$4.87万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $126.50万 | 0.05% | 21,521 | 21,521 | — | $126.50万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $126.06万 | 0.04% | 8,512 | -63 | -0.7% | -$9,330 | 减仓 |
| APP | APPLOVIN CORP | $125.69万 | 0.04% | 3,158 | -1,699 | -35.0% | -$67.62万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $124.40万 | 0.04% | 17,951 | -6,956 | -27.9% | -$48.21万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $111.19万 | 0.04% | 6,443 | 33 | 0.5% | $5,695 | 加仓 |
| INTU | INTUIT | $109.35万 | 0.04% | 2,529 | 36 | 1.4% | $1.56万 | 加仓 |
| ZTS | ZOETIS INC | $108.54万 | 0.04% | 9,182 | 580 | 6.7% | $6.86万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $106.20万 | 0.04% | 4,238 | -44 | -1.0% | -$1.10万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $104.55万 | 0.04% | 34,768 | 350 | 1.0% | $1.05万 | 加仓 |
| IEV | ISHARES TR | $104.25万 | 0.04% | 15,345 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $101.35万 | 0.04% | 5,556 | -6 | -0.1% | -$1,095 | 减仓 |
| IVV | ISHARES TR | $95.43万 | 0.03% | 1,461 | -48 | -3.2% | -$3.14万 | 减仓 |
| DON | WISDOMTREE TR | $94.91万 | 0.03% | 18,065 | -120 | -0.7% | -$6,305 | 减仓 |
| TER | TERADYNE INC | $92.97万 | 0.03% | 3,136 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $92.91万 | 0.03% | 7,914 | 7,914 | — | $92.91万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $92.77万 | 0.03% | 3,051 | -19 | -0.6% | -$5,778 | 减仓 |
| VEEV | VEEVA SYS INC | $90.99万 | 0.03% | 5,180 | -234 | -4.3% | -$4.11万 | 减仓 |
| CAT | CATERPILLAR INC | $88.77万 | 0.03% | 1,253 | 1,253 | — | $88.77万 | 新建仓 |
| CME | CME GROUP INC | $88.49万 | 0.03% | 2,996 | 5 | 0.2% | $1,477 | 加仓 |
| BLK | BLACKROCK INC | $86.65万 | 0.03% | 901 | 5 | 0.6% | $4,809 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $86.31万 | 0.03% | 1,780 | 15 | 0.8% | $7,274 | 加仓 |
| BX | BLACKSTONE INC | $84.35万 | 0.03% | 7,335 | 423 | 6.1% | $4.86万 | 加仓 |
| VST | VISTRA CORP | $83.09万 | 0.03% | 5,527 | -74 | -1.3% | -$1.11万 | 减仓 |
| EWJ | ISHARES INC | $82.61万 | 0.03% | 9,783 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $82.22万 | 0.03% | 10,228 | 10,228 | — | $82.22万 | 新建仓 |
| PWR | QUANTA SVCS INC | $78.62万 | 0.03% | 1,432 | 13 | 0.9% | $7,137 | 加仓 |
| IYR | ISHARES TR | $77.96万 | 0.03% | 8,245 | -117 | -1.4% | -$1.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $75.19万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $72.91万 | 0.03% | 11,901 | 314 | 2.7% | $1.92万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $72.25万 | 0.03% | 3,135 | 93 | 3.1% | $2.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $71.92万 | 0.03% | 4,979 | -32,209 | -86.6% | -$465.23万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $71.53万 | 0.03% | 3,385 | 3,385 | — | $71.53万 | 新建仓 |
| SN | SHARKNINJA INC | $71.08万 | 0.03% | 6,712 | -285 | -4.1% | -$3.02万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $69.92万 | 0.02% | 3,419 | 102 | 3.1% | $2.09万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $69.67万 | 0.02% | 15,538 | 391 | 2.6% | $1.75万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $68.36万 | 0.02% | 4,482 | 98 | 2.2% | $1.49万 | 加仓 |
| CBRE | CBRE GROUP INC | $67.84万 | 0.02% | 5,008 | 605 | 13.7% | $8.20万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $66.56万 | 0.02% | 34,080 | -297 | -0.9% | -$5,800 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $65.57万 | 0.02% | 30,615 | -183 | -0.6% | -$3,920 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $65.29万 | 0.02% | 29,349 | -373 | -1.3% | -$8,298 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $63.34万 | 0.02% | 8,006 | -62 | -0.8% | -$4,905 | 减仓 |
| DE | DEERE & CO | $61.01万 | 0.02% | 1,083 | 89 | 9.0% | $5.01万 | 加仓 |
| BELFB | BEL FUSE INC | $59.75万 | 0.02% | 3,018 | 104 | 3.6% | $2.06万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.65万 | 0.02% | 1,662 | 50 | 3.1% | $1.79万 | 加仓 |
| TLH | ISHARES TR | $57.04万 | 0.02% | 5,663 | 40 | 0.7% | $4,029 | 加仓 |
| CVNA | CARVANA CO | $56.02万 | 0.02% | 1,782 | -84 | -4.5% | -$2.64万 | 减仓 |
| TWLO | TWILIO INC | $55.83万 | 0.02% | 4,437 | -97 | -2.1% | -$1.22万 | 减仓 |
| LQD | ISHARES TR | $53.03万 | 0.02% | 4,866 | 26 | 0.5% | $2,834 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.61万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $50.07万 | 0.02% | 7,980 | -373 | -4.5% | -$2.34万 | 减仓 |
| — | ISHARES TR | $49.40万 | 0.02% | 5,721 | -32 | -0.6% | -$2,763 | 减仓 |
| IVW | ISHARES TR | $46.99万 | 0.02% | 4,154 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $46.68万 | 0.02% | 14,953 | -111 | -0.7% | -$3,465 | 减仓 |
| GE | GE AEROSPACE | $45.46万 | 0.02% | 1,602 | 62 | 4.0% | $1.76万 | 加仓 |
| USFD | US FOODS HLDG CORP | $45.45万 | 0.02% | 4,929 | 8 | 0.2% | $738 | 加仓 |
| SHYG | ISHARES TR | $45.29万 | 0.02% | 10,705 | -67 | -0.6% | -$2,835 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $44.01万 | 0.02% | 2,245 | -985 | -30.5% | -$19.31万 | 减仓 |
| IEFA | ISHARES TR | $41.57万 | 0.01% | 4,592 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $41.51万 | 0.01% | 700 | -175 | -20.0% | -$10.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.39万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.65万 | 0.01% | 4,723 | -347 | -6.8% | -$2.69万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $35.86万 | 0.01% | 3,805 | -54 | -1.4% | -$5,089 | 减仓 |
| PFF | ISHARES TR | $30.55万 | 0.01% | 10,076 | 70 | 0.7% | $2,122 | 加仓 |
| WMB | WILLIAMS COS INC | $28.23万 | 0.01% | 3,879 | 7 | 0.2% | $509 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.82万 | 0.01% | 820 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $26.28万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $26.26万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $25.45万 | 0.01% | 1,047 | -50 | -4.6% | -$1.22万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $24.46万 | 0.01% | 5,409 | 34 | 0.6% | $1,538 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.42万 | 0.01% | 843 | -111 | -11.6% | -$3.08万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.40万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $22.53万 | 0.01% | 1,542 | -85 | -5.2% | -$1.24万 | 减仓 |