GGM Financial LLC
COLUMBUS OH · SEC CIK 0002021722
$2.17亿2026Q1 申报市值
236持仓数
69.9%前十大占比 · 第一大 23.4%
22 / 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
IGV 新建仓+$1,024.17万
JGRO 加仓+$523.78万
IEFA 加仓+$151.85万
HMOP 加仓+$151.51万
GPIQ 加仓+$129.34万
2026Q1 卖出最多 按季末市值估算
IAK 减仓-$931.19万
JAVA 减仓-$52.41万
Invesco KBW Prop 清仓-$16.90万
MSFT 减仓-$15.66万
XMHQ 减仓-$13.61万
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 |
|---|---|---|---|---|---|---|---|---|
| VRT | Vertiv Holdings Co | $52.43万 | 0.24% | 2,092 | 2,092 | — | $52.43万 | 新建仓 |
| MCD | McDonald's Corp | $55.27万 | 0.25% | 1,778 | 6 | 0.3% | $1,865 | 加仓 |
| LMT | Lockheed Martin Corp | $58.10万 | 0.27% | 961 | 4 | 0.4% | $2,418 | 加仓 |
| LLY | Eli Lilly & Co | $59.94万 | 0.28% | 652 | -99 | -13.2% | -$9.10万 | 减仓 |
| GOOGL | Alphabet Inc | $60.48万 | 0.28% | 2,103 | 1 | 0.0% | $288 | 加仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | $61.18万 | 0.28% | 1,907 | 4 | 0.2% | $1,283 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $64.81万 | 0.30% | 3,033 | 67 | 2.3% | $1.43万 | 加仓 |
| ABT | Abbott Laboratories | $65.54万 | 0.30% | 6,383 | 31 | 0.5% | $3,183 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $67.90万 | 0.31% | 1,039 | -24 | -2.3% | -$1.57万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $67.99万 | 0.31% | 5,470 | -39 | -0.7% | -$4,848 | 减仓 |
| AVGO | Broadcom Inc | $69.39万 | 0.32% | 2,242 | 5 | 0.2% | $1,547 | 加仓 |
| FDX | Fedex Corp | $77.44万 | 0.36% | 2,174 | 9 | 0.4% | $3,206 | 加仓 |
| GMUB | Goldman Sachs Municipal Income ETF | $80.97万 | 0.37% | 15,893 | 13,916 | 703.9% | $70.90万 | 加仓 |
| EFG | iShares MSCI EAFE Growth ETF | $82.62万 | 0.38% | 7,419 | 6 | 0.1% | $668 | 加仓 |
| MSFT | Microsoft Corp | $91.89万 | 0.42% | 2,482 | -423 | -14.6% | -$15.66万 | 减仓 |
| HIMU | iShares High-Yield Muni Active ETF | $97.62万 | 0.45% | 20,345 | 7,409 | 57.3% | $35.55万 | 加仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $103.79万 | 0.48% | 10,601 | 146 | 1.4% | $1.43万 | 加仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $105.86万 | 0.49% | 9,429 | 9,429 | — | $105.86万 | 新建仓 |
| PG | Procter & Gamble Co | $113.82万 | 0.52% | 7,880 | 25 | 0.3% | $3,611 | 加仓 |
| FVD | First Trust Value Line Dividend Index Fund | $115.81万 | 0.53% | 24,625 | -43 | -0.2% | -$2,022 | 减仓 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $119.65万 | 0.55% | 21,147 | 58 | 0.3% | $3,282 | 加仓 |
| JPM | JPMorgan Chase & Co | $120.46万 | 0.55% | 4,095 | -101 | -2.4% | -$2.97万 | 减仓 |
| ABBV | Abbvie Inc | $126.50万 | 0.58% | 5,816 | -575 | -9.0% | -$12.51万 | 减仓 |
| GLD | SPDR Gold Shares | $127.80万 | 0.59% | 2,970 | 0 | 0.0% | — | 不变 |
| GSC | Goldman Sachs Small-Cap Equity ETF | $153.13万 | 0.70% | 28,028 | 5,204 | 22.8% | $28.43万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $157.75万 | 0.73% | 23,359 | -314 | -1.3% | -$2.12万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $162.85万 | 0.75% | 21,903 | 210 | 1.0% | $1.56万 | 加仓 |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $167.08万 | 0.77% | 19,021 | 461 | 2.5% | $4.05万 | 加仓 |
| AAPL | Apple Inc | $175.54万 | 0.81% | 6,917 | -460 | -6.2% | -$11.67万 | 减仓 |
| NVDA | Nvidia Corp | $188.09万 | 0.87% | 10,785 | -488 | -4.3% | -$8.51万 | 减仓 |
| BKDV | Bank of New York Mellon Dynamic Value ETF | $193.64万 | 0.89% | 65,288 | 26,200 | 67.0% | $77.71万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $248.22万 | 1.14% | 5,821 | 818 | 16.4% | $34.88万 | 加仓 |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $248.25万 | 1.14% | 47,566 | 11,859 | 33.2% | $61.89万 | 加仓 |
| — | JPMorgan High Yield Municipal ETF | $278.29万 | 1.28% | 55,847 | 2,717 | 5.1% | $13.54万 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $282.41万 | 1.30% | 30,452 | -124 | -0.4% | -$1.15万 | 减仓 |
| QQQ | Invesco QQQ Trust | $288.33万 | 1.33% | 4,996 | -22 | -0.4% | -$1.27万 | 减仓 |
| JBND | JPMorgan Active Bond ETF | $295.59万 | 1.36% | 54,972 | 3,831 | 7.5% | $20.60万 | 加仓 |
| JAVA | JPMorgan Active Value ETF | $481.99万 | 2.22% | 67,176 | -7,305 | -9.8% | -$52.41万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $526.65万 | 2.42% | 58,174 | 16,773 | 40.5% | $151.85万 | 加仓 |
| PVAL | Putnam Focused Large-Cap Value ETF | $552.43万 | 2.54% | 119,057 | 14,662 | 14.0% | $68.03万 | 加仓 |
| MMIT | NYLI Mackay Muni Intermediate ETF | $598.04万 | 2.75% | 248,098 | 33,967 | 15.9% | $81.88万 | 加仓 |
| HMOP | Hartford Municipal Opportunities ETF | $830.05万 | 3.82% | 214,262 | 39,109 | 22.3% | $151.51万 | 加仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $1,024.17万 | 4.71% | 127,941 | 127,941 | — | $1,024.17万 | 新建仓 |
| IWR | iShares Russell Mid-Cap ETF | $1,386.97万 | 6.38% | 142,648 | 4,330 | 3.1% | $42.10万 | 加仓 |
| GPIQ | Goldman Sachs NASDAQ - 100 Premium Income ETF | $1,999.04万 | 9.20% | 403,928 | 26,134 | 6.9% | $129.34万 | 加仓 |
| BUFF | Innovator Laddered Fund of S&P 500 Power Buffer ETF | $2,709.44万 | 12.47% | 548,358 | 23,668 | 4.5% | $116.94万 | 加仓 |
| JGRO | JPmorgan Active Growth ETF | $5,081.01万 | 23.39% | 601,161 | 61,971 | 11.5% | $523.78万 | 加仓 |