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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $4.01亿 | 14.30% | 940,582 | 34,213 | 3.8% | $1,458.84万 | 加仓 |
| IWD | ISHARES TR | $3.74亿 | 13.33% | 1,749,104 | 62,425 | 3.7% | $1,333.84万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2.96亿 | 10.55% | 10,136,473 | 5,697,783 | 128.4% | $1.66亿 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.70亿 | 6.06% | 5,924,374 | 302,580 | 5.4% | $867.19万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.46亿 | 5.22% | 5,563,987 | 487,584 | 9.6% | $1,282.35万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7,953.41万 | 2.84% | 1,733,147 | 57,201 | 3.4% | $262.50万 | 加仓 |
| IBTH | ISHARES TR | $6,725.36万 | 2.40% | 2,998,377 | 168,385 | 6.0% | $377.69万 | 加仓 |
| GLD | SPDR GOLD TR | $6,363.00万 | 2.27% | 147,877 | -62,753 | -29.8% | -$2,700.20万 | 减仓 |
| IWM | ISHARES TR | $6,168.51万 | 2.20% | 248,730 | 3,675 | 1.5% | $91.14万 | 加仓 |
| IBTO | ISHARES TR | $5,881.04万 | 2.10% | 2,411,272 | 146,569 | 6.5% | $357.48万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $5,401.98万 | 1.93% | 1,476,355 | 64,182 | 4.5% | $234.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,231.24万 | 1.87% | 243,246 | 2,399 | 1.0% | $51.59万 | 加仓 |
| SPTB | SPDR SERIES TRUST | $5,022.35万 | 1.79% | 1,659,459 | 99,144 | 6.4% | $300.06万 | 加仓 |
| GDX | VANECK ETF TRUST | $4,508.06万 | 1.61% | 491,235 | -215,800 | -30.5% | -$1,980.40万 | 减仓 |
| IWS | ISHARES TR | $3,685.86万 | 1.31% | 252,907 | 17,725 | 7.5% | $258.32万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,386.50万 | 1.21% | 568,683 | 33,541 | 6.3% | $199.74万 | 加仓 |
| AAPL | APPLE INC | $3,268.84万 | 1.17% | 128,801 | 7,093 | 5.8% | $180.01万 | 加仓 |
| GOOGL | ALPHABET INC | $2,829.25万 | 1.01% | 98,388 | 2,582 | 2.7% | $74.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,718.93万 | 0.97% | 503,040 | 20,592 | 4.3% | $111.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,638.50万 | 0.94% | 71,278 | 732 | 1.0% | $27.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,470.74万 | 0.88% | 141,671 | 1,609 | 1.1% | $28.06万 | 加仓 |
| AVGO | BROADCOM INC | $2,400.37万 | 0.86% | 77,554 | -10,187 | -11.6% | -$315.30万 | 减仓 |
| AMZN | AMAZON COM INC | $2,374.51万 | 0.85% | 114,011 | 13,162 | 13.1% | $274.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,931.31万 | 0.69% | 65,655 | -2,349 | -3.5% | -$69.10万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,569.80万 | 0.56% | 230,378 | -657,393 | -74.0% | -$4,479.48万 | 减仓 |
| WMT | WALMART INC | $1,387.67万 | 0.49% | 111,657 | 10,242 | 10.1% | $127.29万 | 加仓 |
| LLY | ELI LILLY & CO | $1,362.66万 | 0.49% | 14,815 | 394 | 2.7% | $36.24万 | 加仓 |
| EFA | ISHARES TR | $1,337.92万 | 0.48% | 137,745 | 3,889 | 2.9% | $37.77万 | 加仓 |
| TJX | TJX COS INC NEW | $1,326.88万 | 0.47% | 83,086 | -1,303 | -1.5% | -$20.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,310.45万 | 0.47% | 53,610 | -1,176 | -2.1% | -$28.75万 | 减仓 |
| GLW | CORNING INC | $1,284.83万 | 0.46% | 94,494 | 9,907 | 11.7% | $134.71万 | 加仓 |
| — | EXXON MOBIL CORP | $1,237.12万 | 0.44% | 72,918 | -1,637 | -2.2% | -$27.77万 | 减仓 |
| META | META PLATFORMS INC | $1,140.60万 | 0.41% | 19,936 | 70 | 0.4% | $4.00万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,122.97万 | 0.40% | 230,352 | -5,415 | -2.3% | -$26.40万 | 减仓 |
| EEM | ISHARES TR | $1,080.80万 | 0.39% | 190,315 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $997.32万 | 0.36% | 28,345 | 2,422 | 9.3% | $85.22万 | 加仓 |
| MS | MORGAN STANLEY | $971.90万 | 0.35% | 59,057 | -2,082 | -3.4% | -$34.26万 | 减仓 |
| T | AT&T INC | $957.82万 | 0.34% | 330,398 | -39,345 | -10.6% | -$114.06万 | 减仓 |
| ENB | ENBRIDGE INC | $926.50万 | 0.33% | 171,131 | -4,666 | -2.7% | -$25.26万 | 减仓 |
| WFC | WELLS FARGO & CO | $916.95万 | 0.33% | 115,180 | -5,386 | -4.5% | -$42.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $890.35万 | 0.32% | 27,986 | -646 | -2.3% | -$20.55万 | 减仓 |
| ACWX | ISHARES TR | $856.25万 | 0.31% | 125,055 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $848.72万 | 0.30% | 25,122 | -14,541 | -36.7% | -$491.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $825.24万 | 0.29% | 63,024 | -2,471 | -3.8% | -$32.36万 | 减仓 |
| KO | COCA COLA CO | $819.76万 | 0.29% | 107,793 | -4,135 | -3.7% | -$31.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $814.84万 | 0.29% | 39,383 | -983 | -2.4% | -$20.34万 | 减仓 |
| EMR | EMERSON ELEC CO | $811.54万 | 0.29% | 61,940 | -1,962 | -3.1% | -$25.71万 | 减仓 |
| C | CITIGROUP INC | $790.01万 | 0.28% | 69,660 | 2,222 | 3.3% | $25.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $754.94万 | 0.27% | 150,386 | -2,079 | -1.4% | -$10.44万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $753.24万 | 0.27% | 54,046 | -1,450 | -2.6% | -$20.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $742.41万 | 0.26% | 32,308 | -5,854 | -15.3% | -$134.52万 | 减仓 |
| MRK | MERCK & CO INC | $700.40万 | 0.25% | 58,226 | -1,191 | -2.0% | -$14.33万 | 减仓 |
| SO | SOUTHERN CO | $672.50万 | 0.24% | 69,675 | -2,328 | -3.2% | -$22.47万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $651.30万 | 0.23% | 70,123 | -1,014 | -1.4% | -$9.42万 | 减仓 |
| UNP | UNION PAC CORP | $647.70万 | 0.23% | 26,696 | -1,088 | -3.9% | -$26.40万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $639.94万 | 0.23% | 62,329 | -7,367 | -10.6% | -$75.64万 | 减仓 |
| ETN | EATON CORP PLC | $600.23万 | 0.21% | 16,782 | -10,907 | -39.4% | -$390.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $598.68万 | 0.21% | 9,906 | -272 | -2.7% | -$16.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $598.42万 | 0.21% | 11,977 | -546 | -4.4% | -$27.28万 | 减仓 |
| IWP | ISHARES TR | $592.88万 | 0.21% | 46,275 | -333,749 | -87.8% | -$4,275.99万 | 减仓 |
| TXN | TEXAS INSTRS INC | $590.00万 | 0.21% | 30,391 | -1,179 | -3.7% | -$22.89万 | 减仓 |
| IWX | ISHARES TR | $589.61万 | 0.21% | 63,624 | -1,536 | -2.4% | -$14.23万 | 减仓 |
| AZN | ASTRAZENECA PLC | $587.48万 | 0.21% | 29,788 | 29,788 | — | $587.48万 | 新建仓 |
| VIRT | VIRTU FINL INC | $577.57万 | 0.21% | 131,326 | -2,524 | -1.9% | -$11.10万 | 减仓 |
| V | VISA INC | $548.48万 | 0.20% | 18,147 | -81 | -0.4% | -$2.45万 | 减仓 |
| ABBV | ABBVIE INC | $532.00万 | 0.19% | 24,461 | -485 | -1.9% | -$10.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $511.81万 | 0.18% | 41,685 | 65 | 0.2% | $7,981 | 加仓 |
| TLT | ISHARES TR | $494.18万 | 0.18% | 57,005 | -27,414 | -32.5% | -$237.65万 | 减仓 |
| CTAS | CINTAS CORP | $490.36万 | 0.17% | 28,991 | -1,172 | -3.9% | -$19.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $464.21万 | 0.17% | 22,847 | -896 | -3.8% | -$18.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $462.96万 | 0.17% | 31,649 | 4,453 | 16.4% | $65.14万 | 加仓 |
| YUM | YUM BRANDS INC | $454.23万 | 0.16% | 29,215 | 23,858 | 445.4% | $370.94万 | 加仓 |
| DAL | DELTA AIR LINES INC | $453.36万 | 0.16% | 68,195 | -1,465 | -2.1% | -$9.74万 | 减仓 |
| KR | KROGER CO | $445.17万 | 0.16% | 61,522 | -17,331 | -22.0% | -$125.41万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $437.92万 | 0.16% | 26,486 | -667 | -2.5% | -$11.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $436.96万 | 0.16% | 5,165 | 3,721 | 257.7% | $314.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $432.04万 | 0.15% | 17,824 | -464 | -2.5% | -$11.25万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $419.85万 | 0.15% | 14,394 | -768 | -5.1% | -$22.40万 | 减仓 |
| TSLA | TESLA INC | $416.03万 | 0.15% | 11,191 | 87 | 0.8% | $3.23万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $415.12万 | 0.15% | 20,586 | -347 | -1.7% | -$7.00万 | 减仓 |
| MO | ALTRIA GROUP INC | $409.00万 | 0.15% | 61,979 | -1,721 | -2.7% | -$11.36万 | 减仓 |
| APA | APA CORPORATION | $397.16万 | 0.14% | 93,581 | 93,581 | — | $397.16万 | 新建仓 |
| ORCL | ORACLE CORP | $378.51万 | 0.13% | 25,730 | 8,343 | 48.0% | $122.73万 | 加仓 |
| GPC | GENUINE PARTS CO | $376.89万 | 0.13% | 35,640 | -1,451 | -3.9% | -$15.34万 | 减仓 |
| ECL | ECOLAB INC | $374.10万 | 0.13% | 14,063 | 41 | 0.3% | $1.09万 | 加仓 |
| KLAC | KLA CORP | $355.59万 | 0.13% | 2,415 | -1,072 | -30.7% | -$157.84万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $349.28万 | 0.12% | 60,598 | -2,546 | -4.0% | -$14.68万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $347.17万 | 0.12% | 48,265 | -58 | -0.1% | -$4,172 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $345.70万 | 0.12% | 7,499 | 10 | 0.1% | $4,610 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $330.11万 | 0.12% | 65,603 | 65,603 | — | $330.11万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $329.96万 | 0.12% | 135,954 | 44,257 | 48.3% | $107.41万 | 加仓 |
| HD | HOME DEPOT INC | $328.92万 | 0.12% | 10,001 | 44 | 0.4% | $1.45万 | 加仓 |
| EQIX | EQUINIX INC | $327.11万 | 0.12% | 3,337 | 15 | 0.5% | $1.47万 | 加仓 |
| HAS | HASBRO INC | $325.48万 | 0.12% | 34,774 | -793 | -2.2% | -$7.42万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $314.89万 | 0.11% | 7,256 | -175 | -2.4% | -$7.59万 | 减仓 |
| CMI | CUMMINS INC | $303.71万 | 0.11% | 5,645 | -56 | -1.0% | -$3.01万 | 减仓 |
| NFLX | NETFLIX INC. | $301.53万 | 0.11% | 31,360 | -15,970 | -33.7% | -$153.55万 | 减仓 |
| HPQ | HP INC | $299.84万 | 0.11% | 156,083 | -5,260 | -3.3% | -$10.10万 | 减仓 |
| GAP | GAP INC | $298.06万 | 0.11% | 123,166 | 123,166 | — | $298.06万 | 新建仓 |
| SYK | STRYKER CORPORATION | $291.95万 | 0.10% | 8,885 | -512 | -5.4% | -$16.82万 | 减仓 |