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 |
|---|---|---|---|---|---|---|---|---|
| VO | Vanguard Mid-Cap Index Fund ETF Shares | $0 | 0.00% | 0 | -2,648 | -100.0% | -$19.01万 | 清仓 |
| COR | Cencora Inc | $0 | 0.00% | 0 | -291 | -100.0% | -$9.16万 | 清仓 |
| IAK | iShares U.S. Insurance ETF | $0 | 0.00% | 0 | -246 | -100.0% | -$3.16万 | 清仓 |
| KKR | Kkr & Co Inc | $0 | 0.00% | 0 | -206 | -100.0% | -$1.91万 | 清仓 |
| KMB | Kimberly-Clark Corp | $0 | 0.00% | 0 | -129 | -100.0% | -$1.24万 | 清仓 |
| DVY | iShares Select Dividend ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$7,508 | 清仓 |
| VSNT | Versant Media Group Inc | $254 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | Warner Bros. Discovery Inc | $293 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BROS | Dutch Bros Inc | $646 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value ETF | $724 | 0.00% | 3 | -16 | -84.2% | -$3,861 | 减仓 |
| LEN/B | Lennar Corp | $798 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth ETF | $808 | 0.00% | 2 | -10 | -83.3% | -$4,040 | 减仓 |
| — | Bitwise XRP ETF | $1,119 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SHYG | iShares 0-5 Year High-Yield Corporate Bond ETF | $1,267 | 0.00% | 30 | -16 | -34.8% | -$676 | 减仓 |
| IAGG | iShares Core International Aggregate Bond ETF | $1,617 | 0.00% | 32 | -7 | -17.9% | -$354 | 减仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $2,225 | 0.00% | 15 | -28 | -65.1% | -$4,153 | 减仓 |
| IWS | iShares Russell Mid-Cap Value ETF | $2,247 | 0.00% | 14 | -25 | -64.1% | -$4,012 | 减仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,798 | 0.00% | 53 | -3 | -5.4% | -$158 | 减仓 |
| BSV | Vanguard Short-Term Bond Index Fund ETF Shares | $2,806 | 0.00% | 36 | -2 | -5.3% | -$156 | 减仓 |
| TQQQ | ProShares UltraPro QQQ | $3,009 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $3,185 | 0.00% | 8 | 8 | — | $3,185 | 新建仓 |
| KODK | Eastman Kodak Co | $3,700 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IRD | Opus Genetics Inc | $4,131 | 0.00% | 1,005 | 1,005 | — | $4,131 | 新建仓 |
| PANW | Palo Alto Networks Inc | $4,433 | 0.00% | 13 | 13 | — | $4,433 | 新建仓 |
| PCT | PureCycle Technologies Inc | $4,452 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corp | $4,478 | 0.00% | 182 | 2 | 1.1% | $49 | 加仓 |
| IMCB | iShares Morningstar Mid-Cap ETF | $5,133 | 0.00% | 53 | 53 | — | $5,133 | 新建仓 |
| PRU | Prudential Financial Inc | $5,232 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc | $5,266 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| BBIN | JPMorgan BetaBuilders International Equity ETF | $5,490 | 0.00% | 70 | -15 | -17.6% | -$1,176 | 减仓 |
| CARR | Carrier Global Corp | $5,709 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ASPN | Aspen Aerogels Inc | $6,403 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| MRP | Millrose Properties Inc | $6,881 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| XAGG | Eaton Vance Income Opportunities ETF | $6,999 | 0.00% | 140 | 140 | — | $6,999 | 新建仓 |
| CTVA | Corteva Inc | $7,023 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ACWV | iShares MSCI Global Min Vol Factor ETF | $7,167 | 0.00% | 60 | 1 | 1.7% | $119 | 加仓 |
| FE | FirstEnergy Corp | $8,081 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IXUS | iShares Core MSCI Total International Stock ETF | $8,232 | 0.00% | 86 | 45 | 109.8% | $4,307 | 加仓 |
| IBM | International Business Machines Corp | $8,599 | 0.00% | 31 | 1 | 3.3% | $277 | 加仓 |
| CLMB | Climb Global Solutions Inc | $9,284 | 0.00% | 400 | 400 | — | $9,284 | 新建仓 |
| ECVT | Ecovyst Inc | $9,512 | 0.00% | 764 | 0 | 0.0% | — | 不变 |
| BAI | iShares A.i. Innovation & Tech Active ETF | $1.00万 | 0.00% | 190 | 190 | — | $1.00万 | 新建仓 |
| SAIC | Science Applications International Corp | $1.08万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FNDC | Schwab Fundamental International Small Equity ETF | $1.14万 | 0.00% | 234 | 234 | — | $1.14万 | 新建仓 |
| APO | Apollo Global Management Inc | $1.21万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $1.24万 | 0.00% | 105 | 1 | 1.0% | $118 | 加仓 |
| FNDA | Schwab Fundamental U.S. Small Company ETF | $1.24万 | 0.00% | 326 | 326 | — | $1.24万 | 新建仓 |
| EFA | iShares MSCI EAFE ETF | $1.27万 | 0.00% | 122 | 2 | 1.7% | $208 | 加仓 |
| IVW | iShares S&P 500 Growth ETF | $1.31万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | Wells Fargo & Co | $1.39万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Company | $1.43万 | 0.01% | 156 | 1 | 0.6% | $92 | 加仓 |
| VZ | Verizon Communications Inc | $1.44万 | 0.01% | 340 | 2 | 0.6% | $85 | 加仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $1.46万 | 0.01% | 151 | 1 | 0.7% | $96 | 加仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $1.49万 | 0.01% | 139 | 1 | 0.7% | $107 | 加仓 |
| BBMC | JPMorgan Betabuilders U.S. Mid-Cap Equity ETF | $1.50万 | 0.01% | 118 | 1 | 0.9% | $127 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $1.55万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| BUFF | Innovator Laddered Fund of S&P 500 Power Buffer ETF | $1.56万 | 0.01% | 297 | -548,061 | -99.9% | -$2,887.19万 | 减仓 |
| RTX | Rtx Corp | $1.58万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| VONV | Vanguard Russell 1000 Value Index Fund ETF Shares | $1.60万 | 0.01% | 150 | 12 | 8.7% | $1,280 | 重新持有 |
| NI | Nisource Inc | $1.69万 | 0.01% | 355 | 2 | 0.6% | $95 | 加仓 |
| TDVG | T. Rowe Price Dividend Growth ETF | $1.74万 | 0.01% | 355 | 1 | 0.3% | $49 | 加仓 |
| T | AT&T Inc | $1.76万 | 0.01% | 848 | 9 | 1.1% | $186 | 加仓 |
| SMH | VanEck Vectors Semiconductor ETF | $1.77万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World Ex-U.S. Small-Cap Index Fund ETF Shares | $1.80万 | 0.01% | 117 | 117 | — | $1.80万 | 新建仓 |
| PMAR | Innovator S&P 500 Power Buffer ETF Mar | $1.84万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| WOR | Worthington Enterprises Inc | $1.90万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| DAL | Delta Airlines Inc | $1.91万 | 0.01% | 204 | 1 | 0.5% | $93 | 加仓 |
| WFC | Wells Fargo & Co | $1.94万 | 0.01% | 235 | 2 | 0.9% | $165 | 加仓 |
| HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $2.01万 | 0.01% | 626 | 626 | — | $2.01万 | 新建仓 |
| PFE | Pfizer Inc | $2.10万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| MDY | State Street SPDR S&P Mid-Cap 400 ETF Trust | $2.15万 | 0.01% | 31 | -58 | -65.2% | -$4.02万 | 减仓 |
| IYH | iShares U.S. Healthcare ETF | $2.15万 | 0.01% | 322 | 1 | 0.3% | $67 | 加仓 |
| — | Innovator Equity Defined Protection ETF - 1 Yr January | $2.17万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $2.18万 | 0.01% | 645 | 1 | 0.2% | $34 | 加仓 |
| PNC | PNC Financial Services Group Inc | $2.20万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $2.21万 | 0.01% | 134 | 63 | 88.7% | $1.04万 | 加仓 |
| DLN | WisdomTree U.S. Large-Cap Dividend Fund | $2.27万 | 0.01% | 235 | -104 | -30.7% | -$1.00万 | 减仓 |
| HBAN | Huntington Bancshares Inc | $2.30万 | 0.01% | 1,295 | 4 | 0.3% | $71 | 加仓 |
| AAAU | Goldman Sachs Physical Gold ETF | $2.30万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| WS | Worthington Steel Inc | $2.35万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shares | $2.48万 | 0.01% | 416 | 243 | 140.5% | $1.45万 | 加仓 |
| JNJ | Johnson & Johnson | $2.54万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies Inc | $2.59万 | 0.01% | 117 | -93 | -44.3% | -$2.06万 | 减仓 |
| — | Western Asset Municipal High Income Fund Inc | $2.68万 | 0.01% | 3,835 | 3,835 | — | $2.68万 | 新建仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $2.73万 | 0.01% | 483 | 11 | 2.3% | $621 | 加仓 |
| TXN | Texas Instruments Inc | $2.79万 | 0.01% | 94 | 1 | 1.1% | $297 | 加仓 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2.96万 | 0.01% | 326 | 1 | 0.3% | $91 | 加仓 |
| LHX | L3harris Technologies Inc | $3.10万 | 0.01% | 107 | 1 | 0.9% | $290 | 加仓 |
| DEO | Diageo PLC | $3.17万 | 0.01% | 395 | 4 | 1.0% | $321 | 加仓 |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $3.17万 | 0.01% | 630 | 9 | 1.4% | $453 | 加仓 |
| RCL | Royal Caribbean Group | $3.28万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials Inc | $3.32万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares | $3.42万 | 0.01% | 409 | 2 | 0.5% | $167 | 加仓 |
| BALT | Innovator Defined Wealth Shield ETF | $3.48万 | 0.01% | 1,014 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $3.48万 | 0.01% | 254 | 1 | 0.4% | $137 | 加仓 |
| VB | Vanguard Small-Cap Index Fund ETF Shares | $3.54万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $3.63万 | 0.01% | 1,166 | 1,166 | — | $3.63万 | 新建仓 |
| MDLZ | Mondelez International Inc | $3.87万 | 0.01% | 669 | 6 | 0.9% | $347 | 加仓 |
| META | Meta Platforms Inc Class A | $3.89万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $4.07万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |