GLOBALT Investments LLC / GA
Atlanta GA · SEC CIK 0002011891
$29.65亿2026Q2 申报市值
213持仓数
61.0%前十大占比 · 第一大 15.3%
15 / 6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
AFL 新建仓+$581.61万
DGX 新建仓+$379.67万
SHY 加仓+$378.53万
M 新建仓+$362.49万
BEN 新建仓+$300.29万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$1,274.83万
IWD 减仓-$809.91万
MU 减仓-$713.35万
MA 减仓-$537.02万
JPM 减仓-$505.17万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $4.54亿 | 15.33% | 3,659,660 | -102,668 | -2.7% | -$1,274.83万 | 减仓 |
| IWD | ISHARES TR | $4.16亿 | 14.03% | 1,715,696 | -33,408 | -1.9% | -$809.91万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $2.91亿 | 9.81% | 10,027,856 | -108,617 | -1.1% | -$315.10万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1.66亿 | 5.60% | 5,846,343 | -78,031 | -1.3% | -$221.53万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1.47亿 | 4.97% | 5,617,536 | 53,549 | 1.0% | $140.46万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7,918.39万 | 2.67% | 1,746,448 | 13,301 | 0.8% | $60.31万 | 加仓 |
| IWM | ISHARES TR | $7,316.86万 | 2.47% | 243,530 | -5,200 | -2.1% | -$156.23万 | 减仓 |
| IBTH | ISHARES TR | $6,583.73万 | 2.22% | 2,943,106 | -55,271 | -1.8% | -$123.64万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $5,896.59万 | 1.99% | 1,449,863 | -26,492 | -1.8% | -$107.74万 | 减仓 |
| IBTO | ISHARES TR | $5,708.66万 | 1.93% | 2,365,635 | -45,637 | -1.9% | -$110.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,656.20万 | 1.91% | 239,042 | -4,204 | -1.7% | -$99.47万 | 减仓 |
| GLD | SPDR GOLD TR | $5,397.94万 | 1.82% | 146,532 | -1,345 | -0.9% | -$49.55万 | 减仓 |
| SPTB | SPDR SERIES TRUST | $4,857.55万 | 1.64% | 1,615,951 | -43,508 | -2.6% | -$130.79万 | 减仓 |
| IWS | ISHARES TR | $4,052.74万 | 1.37% | 246,217 | -6,690 | -2.6% | -$110.12万 | 减仓 |
| GDX | VANECK ETF TRUST | $3,651.65万 | 1.23% | 483,983 | -7,252 | -1.5% | -$54.72万 | 减仓 |
| AAPL | APPLE INC | $3,634.27万 | 1.23% | 125,597 | -3,204 | -2.5% | -$92.71万 | 减仓 |
| GOOGL | ALPHABET INC | $3,515.34万 | 1.19% | 98,367 | -21 | -0.0% | -$7,505 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,274.11万 | 1.10% | 555,123 | -13,560 | -2.4% | -$79.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,956.07万 | 1.00% | 495,238 | -7,802 | -1.6% | -$46.57万 | 减仓 |
| AVGO | BROADCOM INC | $2,843.66万 | 0.96% | 75,279 | -2,275 | -2.9% | -$85.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,757.96万 | 0.93% | 137,836 | -3,835 | -2.7% | -$76.73万 | 减仓 |
| AMZN | AMAZON COM INC | $2,689.56万 | 0.91% | 112,845 | -1,166 | -1.0% | -$27.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,562.34万 | 0.86% | 68,692 | -2,586 | -3.6% | -$96.46万 | 减仓 |
| GLW | CORNING INC | $2,376.52万 | 0.80% | 93,040 | -1,454 | -1.5% | -$37.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,186.46万 | 0.74% | 18,942 | -6,180 | -24.6% | -$713.35万 | 减仓 |
| LLY | ELI LILLY & CO | $1,743.70万 | 0.59% | 14,538 | -277 | -1.9% | -$33.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,643.91万 | 0.55% | 50,222 | -15,433 | -23.5% | -$505.17万 | 减仓 |
| EFA | ISHARES TR | $1,403.94万 | 0.47% | 135,150 | -2,595 | -1.9% | -$26.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,338.33万 | 0.45% | 52,696 | -914 | -1.7% | -$23.21万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,290.41万 | 0.44% | 226,467 | -3,885 | -1.7% | -$22.14万 | 减仓 |
| EEM | ISHARES TR | $1,269.96万 | 0.43% | 185,640 | -4,675 | -2.5% | -$31.98万 | 减仓 |
| WMT | WALMART INC | $1,243.60万 | 0.42% | 109,801 | -1,856 | -1.7% | -$21.02万 | 减仓 |
| TJX | TJX COS INC NEW | $1,231.39万 | 0.42% | 81,280 | -1,806 | -2.2% | -$27.36万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,215.38万 | 0.41% | 227,302 | -3,076 | -1.3% | -$16.45万 | 减仓 |
| MS | MORGAN STANLEY | $1,209.84万 | 0.41% | 57,876 | -1,181 | -2.0% | -$24.69万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,085.35万 | 0.37% | 27,327 | -659 | -2.4% | -$26.17万 | 减仓 |
| AMGN | AMGEN INC | $1,004.05万 | 0.34% | 27,727 | -618 | -2.2% | -$22.38万 | 减仓 |
| — | EXXON MOBIL CORP | $978.90万 | 0.33% | 71,599 | -1,319 | -1.8% | -$18.03万 | 减仓 |
| C | CITIGROUP INC | $958.82万 | 0.32% | 68,507 | -1,153 | -1.7% | -$16.14万 | 减仓 |
| META | META PLATFORMS INC | $944.07万 | 0.32% | 16,760 | -3,176 | -15.9% | -$178.90万 | 减仓 |
| ACWX | ISHARES TR | $928.39万 | 0.31% | 121,980 | -3,075 | -2.5% | -$23.40万 | 减仓 |
| ENB | ENBRIDGE INC | $908.07万 | 0.31% | 167,510 | -3,621 | -2.1% | -$19.63万 | 减仓 |
| TXN | TEXAS INSTRS INC | $883.85万 | 0.30% | 29,653 | -738 | -2.4% | -$22.00万 | 减仓 |
| EMR | EMERSON ELEC CO | $868.99万 | 0.29% | 60,705 | -1,235 | -2.0% | -$17.68万 | 减仓 |
| KO | COCA COLA CO | $858.44万 | 0.29% | 105,628 | -2,165 | -2.0% | -$17.59万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $781.95万 | 0.26% | 61,775 | -1,249 | -2.0% | -$15.81万 | 减仓 |
| VIRT | VIRTU FINL INC | $767.26万 | 0.26% | 128,799 | -2,527 | -1.9% | -$15.05万 | 减仓 |
| MRK | MERCK & CO INC | $729.82万 | 0.25% | 56,795 | -1,431 | -2.5% | -$18.39万 | 减仓 |
| UNP | UNION PAC CORP | $710.93万 | 0.24% | 26,137 | -559 | -2.1% | -$15.20万 | 减仓 |
| KLAC | KLA CORP | $708.42万 | 0.24% | 23,480 | -670 | -2.8% | -$20.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $705.18万 | 0.24% | 31,639 | -669 | -2.1% | -$14.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $687.93万 | 0.23% | 40,495 | -1,190 | -2.9% | -$20.22万 | 减仓 |
| ETN | EATON CORP PLC | $684.97万 | 0.23% | 16,075 | -707 | -4.2% | -$30.13万 | 减仓 |
| T | AT&T INC | $671.92万 | 0.23% | 324,599 | -5,799 | -1.8% | -$12.00万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $671.43万 | 0.23% | 53,145 | -901 | -1.7% | -$11.38万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $669.32万 | 0.23% | 6,936 | -108 | -1.5% | -$10.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $662.79万 | 0.22% | 36,636 | 10,150 | 38.3% | $183.63万 | 加仓 |
| IWX | ISHARES TR | $658.42万 | 0.22% | 62,611 | -1,013 | -1.6% | -$10.65万 | 减仓 |
| WFC | WELLS FARGO & CO | $656.91万 | 0.22% | 79,491 | -35,689 | -31.0% | -$294.93万 | 减仓 |
| SO | SOUTHERN CO | $654.52万 | 0.22% | 68,386 | -1,289 | -1.9% | -$12.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $640.55万 | 0.22% | 38,643 | -740 | -1.9% | -$12.27万 | 减仓 |
| IWP | ISHARES TR | $635.05万 | 0.21% | 43,375 | -2,900 | -6.3% | -$42.46万 | 减仓 |
| DAL | DELTA AIR LINES INC | $633.89万 | 0.21% | 67,680 | -515 | -0.8% | -$4.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $622.79万 | 0.21% | 147,093 | -3,293 | -2.2% | -$13.94万 | 减仓 |
| ABBV | ABBVIE INC | $605.57万 | 0.20% | 24,065 | -396 | -1.6% | -$9.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $601.23万 | 0.20% | 68,500 | -1,623 | -2.3% | -$14.25万 | 减仓 |
| V | VISA INC | $598.18万 | 0.20% | 17,435 | -712 | -3.9% | -$24.43万 | 减仓 |
| AFL | AFLAC INC | $581.61万 | 0.20% | 49,604 | 49,604 | — | $581.61万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $553.70万 | 0.19% | 61,021 | -1,308 | -2.1% | -$11.87万 | 减仓 |
| AZN | ASTRAZENECA PLC | $552.90万 | 0.19% | 29,158 | -630 | -2.1% | -$11.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $523.29万 | 0.18% | 5,174 | 9 | 0.2% | $9,102 | 加仓 |
| SHY | ISHARES TR | $516.06万 | 0.17% | 62,850 | 46,100 | 275.2% | $378.53万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $500.26万 | 0.17% | 22,338 | -509 | -2.2% | -$11.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $495.91万 | 0.17% | 9,734 | -172 | -1.7% | -$8.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $490.40万 | 0.17% | 17,439 | -385 | -2.2% | -$10.83万 | 减仓 |
| TLT | ISHARES TR | $481.19万 | 0.16% | 55,680 | -1,325 | -2.3% | -$11.45万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $465.29万 | 0.16% | 14,095 | -299 | -2.1% | -$9.87万 | 减仓 |
| YUM | YUM BRANDS INC | $462.12万 | 0.16% | 28,908 | -307 | -1.1% | -$4.91万 | 减仓 |
| TSLA | TESLA INC | $456.90万 | 0.15% | 10,863 | -328 | -2.9% | -$13.80万 | 减仓 |
| MO | ALTRIA GROUP INC | $440.33万 | 0.15% | 61,200 | -779 | -1.3% | -$5.60万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $408.26万 | 0.14% | 20,280 | -306 | -1.5% | -$6.16万 | 减仓 |
| CMI | CUMMINS INC | $401.47万 | 0.14% | 5,629 | -16 | -0.3% | -$1.14万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $389.89万 | 0.13% | 11,433 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $384.68万 | 0.13% | 13,807 | -256 | -1.8% | -$7.13万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $379.67万 | 0.13% | 17,913 | 17,913 | — | $379.67万 | 新建仓 |
| M | MACYS INC | $362.49万 | 0.12% | 153,922 | 153,922 | — | $362.49万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $359.69万 | 0.12% | 30,830 | -819 | -2.6% | -$9.56万 | 减仓 |
| ORCL | ORACLE CORP | $350.36万 | 0.12% | 23,907 | -1,823 | -7.1% | -$26.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $342.76万 | 0.12% | 47,500 | -765 | -1.6% | -$5.52万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $342.37万 | 0.12% | 59,193 | -1,405 | -2.3% | -$8.13万 | 减仓 |
| EQIX | EQUINIX INC | $341.49万 | 0.12% | 3,276 | -61 | -1.8% | -$6.36万 | 减仓 |
| HD | HOME DEPOT INC | $341.08万 | 0.12% | 9,671 | -330 | -3.3% | -$11.64万 | 减仓 |
| KR | KROGER CO | $334.98万 | 0.11% | 60,325 | -1,197 | -1.9% | -$6.65万 | 减仓 |
| HPQ | HP INC | $333.79万 | 0.11% | 152,136 | -3,947 | -2.5% | -$8.66万 | 减仓 |
| GOOG | ALPHABET INC | $331.00万 | 0.11% | 9,368 | -381 | -3.9% | -$13.46万 | 减仓 |
| APA | APA CORPORATION | $320.60万 | 0.11% | 98,433 | 4,852 | 5.2% | $15.80万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $316.13万 | 0.11% | 7,327 | -1,195 | -14.0% | -$51.56万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $313.01万 | 0.11% | 129,666 | -6,288 | -4.6% | -$15.18万 | 减仓 |
| WELL | WELLTOWER INC | $312.56万 | 0.11% | 13,771 | 645 | 4.9% | $14.64万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $300.29万 | 0.10% | 90,259 | 90,259 | — | $300.29万 | 新建仓 |