GGM Financial LLC
COLUMBUS OH · SEC CIK 0002021722
$2.64亿2026Q2 申报市值
265持仓数
70.5%前十大占比 · 第一大 22.8%
34 / 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
PVAL 加仓+$3,479.68万
TMB 新建仓+$1,062.55万
GPIQ 加仓+$743.46万
GMUB 加仓+$148.35万
HMOP 加仓+$134.04万
2026Q2 卖出最多 按季末市值估算
BUFF 减仓-$2,887.19万
IWR 减仓-$1,380.10万
ESGV 减仓-$102.82万
IGV 减仓-$99.42万
IOT 减仓-$28.81万
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 |
|---|---|---|---|---|---|---|---|---|
| GLTR | Aberdeen Std Physical Precious Metals Basket Shrs ETF | $4.11万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $4.15万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| IOT | Samsara Inc | $4.47万 | 0.02% | 1,379 | -8,884 | -86.6% | -$28.81万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $4.64万 | 0.02% | 212 | 1 | 0.5% | $219 | 加仓 |
| IMCV | iShares Morningstar Mid-Cap Value ETF | $4.64万 | 0.02% | 508 | 2 | 0.4% | $183 | 加仓 |
| IWM | iShares Russell 2000 ETF | $4.74万 | 0.02% | 158 | 10 | 6.8% | $3,003 | 加仓 |
| NZF | Nuveen Municipal Credit Income Fund | $4.85万 | 0.02% | 3,821 | 3,821 | — | $4.85万 | 新建仓 |
| LEU | Centrus Energy Corp | $5.04万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $5.06万 | 0.02% | 67 | -75 | -52.8% | -$5.67万 | 减仓 |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | $5.12万 | 0.02% | 981 | -3,734 | -79.2% | -$19.48万 | 减仓 |
| GLW | Corning Inc | $5.22万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $5.28万 | 0.02% | 537 | 1 | 0.2% | $98 | 加仓 |
| SCHB | Schwab U.S. Broad Market ETF | $5.55万 | 0.02% | 1,918 | 1,918 | — | $5.55万 | 新建仓 |
| SPGP | Invesco S&P 500 GARP ETF | $5.56万 | 0.02% | 454 | 1 | 0.2% | $122 | 加仓 |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $5.61万 | 0.02% | 314 | 0 | 0.0% | — | 不变 |
| FTCS | First Trust Capital Strength ETF | $5.68万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| JCPB | JPMorgan Core Plus Bond ETF | $5.74万 | 0.02% | 1,223 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $5.78万 | 0.02% | 597 | -752 | -55.7% | -$7.29万 | 减仓 |
| JPIE | JPMorgan Income ETF | $5.92万 | 0.02% | 1,286 | 336 | 35.4% | $1.55万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $6.00万 | 0.02% | 1,186 | 1,186 | — | $6.00万 | 新建仓 |
| IVOG | Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares | $6.10万 | 0.02% | 417 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO Ultra Short Government Active Exchange-Traded Fund | $6.24万 | 0.02% | 618 | 618 | — | $6.24万 | 新建仓 |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $6.24万 | 0.02% | 623 | 601 | 2,731.8% | $6.02万 | 加仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $6.30万 | 0.02% | 331 | 1 | 0.3% | $190 | 加仓 |
| MPC | Marathon Petroleum Corp | $6.38万 | 0.02% | 250 | 11 | 4.6% | $2,809 | 加仓 |
| IGPT | Invesco AI and Next Gen Software ETF | $6.57万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $6.57万 | 0.02% | 152 | 1 | 0.7% | $432 | 加仓 |
| DES | WisdomTree U.S. Small-Cap Dividend Fund | $6.74万 | 0.03% | 1,656 | 1,656 | — | $6.74万 | 新建仓 |
| SCHW | Charles Schwab Corp | $6.90万 | 0.03% | 747 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $6.95万 | 0.03% | 593 | 3 | 0.5% | $352 | 加仓 |
| RPM | RPM International Inc | $7.33万 | 0.03% | 659 | 3 | 0.5% | $333 | 加仓 |
| SCHX | Schwab U.S. Large-Cap ETF | $7.41万 | 0.03% | 2,518 | 2,518 | — | $7.41万 | 新建仓 |
| ETN | Eaton Corp PLC | $7.42万 | 0.03% | 174 | 0 | 0.0% | — | 不变 |
| FRME | First Merchants Corp | $7.60万 | 0.03% | 1,739 | 16 | 0.9% | $699 | 加仓 |
| DEM | WisdomTree Emerging Markets High Dividend Fund | $7.61万 | 0.03% | 1,415 | 1,415 | — | $7.61万 | 新建仓 |
| DTE | DTE Energy Co | $7.62万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SHYM | iShares Short Duration High-Yield Muni Active ETF | $7.68万 | 0.03% | 3,420 | 0 | 0.0% | — | 不变 |
| IUSG | iShares Core U.S. Growth ETF | $7.82万 | 0.03% | 416 | 1 | 0.2% | $188 | 加仓 |
| VUG | Vanguard Growth Index Fund ETF Shares | $7.96万 | 0.03% | 924 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | $8.07万 | 0.03% | 631 | 128 | 25.4% | $1.64万 | 加仓 |
| IQDF | FlexShares International Quality Dividend Index Fund | $8.25万 | 0.03% | 2,386 | 0 | 0.0% | — | 不变 |
| GCAL | Goldman Sachs Dynamic California Municipal Income ETF | $8.35万 | 0.03% | 1,632 | 1,374 | 532.6% | $7.03万 | 加仓 |
| DE | Deere & Company | $8.36万 | 0.03% | 132 | 1 | 0.8% | $633 | 加仓 |
| HD | The Home Depot Inc | $8.53万 | 0.03% | 242 | -228 | -48.5% | -$8.04万 | 减仓 |
| COF | Capital One Financial Corp | $8.72万 | 0.03% | 435 | 2 | 0.5% | $401 | 加仓 |
| MGC | Vanguard Mega Capital Index Fund ETF Shares | $8.73万 | 0.03% | 319 | 1 | 0.3% | $274 | 加仓 |
| GEM | Goldman Sachs Activebeta Emerging Markets Equity ETF | $8.81万 | 0.03% | 1,695 | 823 | 94.4% | $4.28万 | 加仓 |
| SUSC | iShares Esg Usd Corporate Bond ETF | $9.40万 | 0.04% | 4,060 | 46 | 1.1% | $1,065 | 加仓 |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | $9.42万 | 0.04% | 1,114 | 1,114 | — | $9.42万 | 新建仓 |
| RJF | Raymond James Financial Inc | $9.48万 | 0.04% | 624 | 3 | 0.5% | $456 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $9.91万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals Inc | $9.94万 | 0.04% | 159 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $9.96万 | 0.04% | 1,620 | 46 | 2.9% | $2,828 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $10.16万 | 0.04% | 1,895 | 6 | 0.3% | $322 | 加仓 |
| DTH | WisdomTree International High Dividend Fund | $10.43万 | 0.04% | 1,927 | 1,927 | — | $10.43万 | 新建仓 |
| — | iShares ESG Screened S&P Small-Cap ETF | $10.56万 | 0.04% | 2,002 | 2,002 | — | $10.56万 | 新建仓 |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $10.77万 | 0.04% | 206 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $11.29万 | 0.04% | 164 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies Inc | $11.64万 | 0.04% | 270 | 143 | 112.6% | $6.17万 | 加仓 |
| IDMO | Invesco S&P International Developed Momentum ETF | $11.85万 | 0.04% | 1,966 | 1,055 | 115.8% | $6.36万 | 加仓 |
| DFEB | FT CBOE Vest U.S. Equity Deep Buffer ETF Feb | $11.97万 | 0.05% | 2,370 | 0 | 0.0% | — | 不变 |
| ESGE | iShares Esg MSCI Emerging Markets ETF | $12.24万 | 0.05% | 2,238 | 16 | 0.7% | $875 | 加仓 |
| AVUV | Avantis U.S. Small-Cap Value ETF | $12.54万 | 0.05% | 1,005 | 1,005 | — | $12.54万 | 新建仓 |
| D | Dominion Energy Inc | $12.64万 | 0.05% | 1,852 | 18 | 1.0% | $1,229 | 加仓 |
| NUSC | Nuveen Esg Small-Cap ETF | $12.67万 | 0.05% | 2,431 | 2,431 | — | $12.67万 | 新建仓 |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $13.17万 | 0.05% | 1,950 | 58 | 3.1% | $3,919 | 加仓 |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $13.27万 | 0.05% | 2,601 | 17 | 0.7% | $867 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.05万 | 0.05% | 188 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $14.23万 | 0.05% | 381 | 1 | 0.3% | $373 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $14.51万 | 0.06% | 2,037 | 1,290 | 172.7% | $9.19万 | 加仓 |
| VGT | Vanguard Information Technology Index Fund ETF Shares | $15.02万 | 0.06% | 1,257 | 633 | 101.4% | $7.56万 | 加仓 |
| GAL | State Street Global Allocation ETF | $15.22万 | 0.06% | 2,881 | 785 | 37.5% | $4.15万 | 加仓 |
| AOR | iShares Core 60/40 Balanced Allocation ETF | $15.33万 | 0.06% | 2,205 | 1,340 | 154.9% | $9.31万 | 加仓 |
| ORCL | Oracle Corp | $15.62万 | 0.06% | 1,066 | 301 | 39.3% | $4.41万 | 加仓 |
| FDXF | Fedex Freight Holding Co Inc | $16.43万 | 0.06% | 1,088 | 1,088 | — | $16.43万 | 新建仓 |
| GEV | GE Vernova Inc | $16.60万 | 0.06% | 141 | 48 | 51.6% | $5.65万 | 加仓 |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.64万 | 0.06% | 2,886 | -289 | -9.1% | -$1.67万 | 减仓 |
| MGK | Vanguard Mega Capital Growth Index Fund ETF Shares | $16.71万 | 0.06% | 1,901 | 1,901 | — | $16.71万 | 新建仓 |
| HONA | Honeywell Aerospace Inc | $16.76万 | 0.06% | 758 | 758 | — | $16.76万 | 新建仓 |
| HON | Honeywell International Inc | $16.97万 | 0.06% | 758 | -755 | -49.9% | -$16.90万 | 减仓 |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | $17.30万 | 0.07% | 3,114 | 25 | 0.8% | $1,389 | 加仓 |
| PEP | PepsiCo Inc | $17.84万 | 0.07% | 1,318 | -727 | -35.6% | -$9.84万 | 减仓 |
| XSW | SPDR S&P Software & Services ETF | $18.19万 | 0.07% | 1,059 | -55 | -4.9% | -$9,449 | 减仓 |
| QCOM | Qualcomm Inc | $18.56万 | 0.07% | 1,005 | -96 | -8.7% | -$1.77万 | 减仓 |
| MS | Morgan Stanley | $18.71万 | 0.07% | 895 | 4 | 0.4% | $836 | 加仓 |
| XMHQ | Invesco S&P Mid-Cap Quality ETF | $19.36万 | 0.07% | 1,715 | -146 | -7.8% | -$1.65万 | 减仓 |
| BAC | Bank of America Corp | $20.45万 | 0.08% | 3,589 | 18 | 0.5% | $1,025 | 加仓 |
| MRK | Merck & Co Inc | $20.75万 | 0.08% | 1,615 | 12 | 0.7% | $1,542 | 加仓 |
| VTV | Vanguard Value Index Fund ETF Shares | $20.77万 | 0.08% | 953 | 953 | — | $20.77万 | 新建仓 |
| SPGI | S&P Global Inc | $20.86万 | 0.08% | 512 | 1 | 0.2% | $407 | 加仓 |
| CVX | Chevron Corp | $21.04万 | 0.08% | 1,269 | -415 | -24.6% | -$6.88万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $21.77万 | 0.08% | 863 | -41 | -4.5% | -$1.03万 | 减仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $21.84万 | 0.08% | 1,652 | -7,777 | -82.5% | -$102.82万 | 减仓 |
| UBER | Uber Technologies Inc | $21.89万 | 0.08% | 3,034 | 0 | 0.0% | — | 不变 |
| — | Amplify Etho Climate Leadership U.S. ETF | $21.92万 | 0.08% | 2,719 | 2,093 | 334.3% | $16.87万 | 加仓 |
| ESGU | iShares Esg Aware MSCI USA ETF | $22.94万 | 0.09% | 1,401 | 2 | 0.1% | $327 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $23.11万 | 0.09% | 1,981 | 182 | 10.1% | $2.12万 | 加仓 |
| JMSI | JPMorgan Sustainable Municipal Income ETF | $23.16万 | 0.09% | 4,592 | 2,794 | 155.4% | $14.09万 | 加仓 |
| OKLO | OKLO Inc Com Cl A | $23.65万 | 0.09% | 4,519 | 0 | 0.0% | — | 不变 |
| FTMS | Franklin Short-Term Municipal Income ETF | $23.91万 | 0.09% | 24,042 | 198 | 0.8% | $1,969 | 加仓 |