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 |
|---|---|---|---|---|---|---|---|---|
| GAL | State Street Global Allocation ETF | $10.38万 | 0.05% | 2,096 | -9 | -0.4% | -$446 | 减仓 |
| ESGE | iShares Esg MSCI Emerging Markets ETF | $10.10万 | 0.05% | 2,222 | 874 | 64.8% | $3.97万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $9.80万 | 0.05% | 164 | 0 | 0.0% | — | 不变 |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $9.52万 | 0.04% | 206 | 1 | 0.5% | $462 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $9.49万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| XLF | State Street Financial Select Sector SPDR ETF | $9.32万 | 0.04% | 1,889 | -313 | -14.2% | -$1.54万 | 减仓 |
| SUSC | iShares Esg Usd Corporate Bond ETF | $9.29万 | 0.04% | 4,014 | 29 | 0.7% | $671 | 加仓 |
| COR | Cencora Inc | $9.16万 | 0.04% | 291 | 291 | — | $9.16万 | 新建仓 |
| RJF | Raymond James Financial Inc | $9.00万 | 0.04% | 621 | 1 | 0.2% | $145 | 加仓 |
| JMSI | JPMorgan Sustainable Municipal Income ETF | $8.95万 | 0.04% | 1,798 | 319 | 21.6% | $1.59万 | 加仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $8.74万 | 0.04% | 1,574 | 42 | 2.7% | $2,331 | 加仓 |
| GEV | GE Vernova Inc | $8.14万 | 0.04% | 93 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Corp | $7.90万 | 0.04% | 433 | 2 | 0.5% | $365 | 加仓 |
| IQDF | FlexShares International Quality Dividend Index Fund | $7.56万 | 0.03% | 2,386 | 0 | 0.0% | — | 不变 |
| SHYM | iShares Short Duration High-Yield Muni Active ETF | $7.53万 | 0.03% | 3,420 | 0 | 0.0% | — | 不变 |
| MGC | Vanguard Mega Capital Index Fund ETF Shares | $7.52万 | 0.03% | 318 | 1 | 0.3% | $237 | 加仓 |
| DE | Deere & Company | $7.41万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Co | $7.31万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SCHW | Charles Schwab Corp | $7.02万 | 0.03% | 747 | 1 | 0.1% | $94 | 加仓 |
| VUG | Vanguard Growth Index Fund ETF Shares | $6.72万 | 0.03% | 154 | 0 | 0.0% | — | 不变 |
| FRME | First Merchants Corp | $6.67万 | 0.03% | 1,723 | 17 | 1.0% | $658 | 加仓 |
| RPM | RPM International Inc | $6.52万 | 0.03% | 656 | 4 | 0.6% | $397 | 加仓 |
| AFL | Aflac Inc | $6.47万 | 0.03% | 590 | -274 | -31.7% | -$3.01万 | 减仓 |
| IUSG | iShares Core U.S. Growth ETF | $6.44万 | 0.03% | 415 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $6.22万 | 0.03% | 174 | 15 | 9.4% | $5,362 | 加仓 |
| MPC | Marathon Petroleum Corp | $5.83万 | 0.03% | 239 | 1 | 0.4% | $244 | 加仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $5.76万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| FTCS | First Trust Capital Strength ETF | $5.61万 | 0.03% | 605 | 0 | 0.0% | — | 不变 |
| AOR | iShares Core 60/40 Balanced Allocation ETF | $5.56万 | 0.03% | 865 | 454 | 110.5% | $2.92万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | $5.52万 | 0.03% | 503 | -38 | -7.0% | -$4,167 | 减仓 |
| MDY | State Street SPDR S&P Mid-Cap 400 ETF Trust | $5.48万 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technology Index Fund ETF Shares | $5.44万 | 0.03% | 78 | 0 | 0.0% | — | 不变 |
| IVOG | Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares | $5.21万 | 0.02% | 417 | 0 | 0.0% | — | 不变 |
| LEU | Centrus Energy Corp | $5.21万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| IDMO | Invesco S&P International Developed Momentum ETF | $5.00万 | 0.02% | 911 | 911 | — | $5.00万 | 新建仓 |
| GLTR | Aberdeen Std Physical Precious Metals Basket Shrs ETF | $4.96万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies Inc | $4.95万 | 0.02% | 210 | 55 | 35.5% | $1.30万 | 加仓 |
| SPGP | Invesco S&P 500 GARP ETF | $4.88万 | 0.02% | 453 | 86 | 23.4% | $9,263 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $4.78万 | 0.02% | 747 | 288 | 62.7% | $1.84万 | 加仓 |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $4.54万 | 0.02% | 314 | 1 | 0.3% | $145 | 加仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $4.39万 | 0.02% | 330 | -202 | -38.0% | -$2.69万 | 减仓 |
| JPIE | JPMorgan Income ETF | $4.38万 | 0.02% | 950 | 12 | 1.3% | $553 | 加仓 |
| IMCV | iShares Morningstar Mid-Cap Value ETF | $4.29万 | 0.02% | 506 | 2 | 0.4% | $170 | 加仓 |
| — | Exxon Mobil Corp | $4.28万 | 0.02% | 253 | 37 | 17.1% | $6,266 | 加仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $4.22万 | 0.02% | 536 | 1 | 0.2% | $79 | 加仓 |
| — | Amplify Etho Climate Leadership U.S. ETF | $4.14万 | 0.02% | 626 | 0 | 0.0% | — | 不变 |
| QUAL | iShares MSCI USA Quality Factor ETF | $4.05万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $3.95万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $3.91万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc | $3.82万 | 0.02% | 663 | 6 | 0.9% | $346 | 加仓 |
| GEM | Goldman Sachs Activebeta Emerging Markets Equity ETF | $3.77万 | 0.02% | 872 | 872 | — | $3.77万 | 新建仓 |
| LHX | L3harris Technologies Inc | $3.67万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| IGPT | Invesco AI and Next Gen Software ETF | $3.66万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 ETF | $3.66万 | 0.02% | 148 | 3 | 2.1% | $742 | 加仓 |
| BALT | Innovator Defined Wealth Shield ETF | $3.39万 | 0.02% | 1,014 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $3.23万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| IAK | iShares U.S. Insurance ETF | $3.16万 | 0.01% | 246 | -72,535 | -99.7% | -$931.19万 | 减仓 |
| VB | Vanguard Small-Cap Index Fund ETF Shares | $3.07万 | 0.01% | 117 | -5 | -4.1% | -$1,313 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares | $3.06万 | 0.01% | 407 | 1 | 0.2% | $75 | 加仓 |
| DLN | WisdomTree U.S. Large-Cap Dividend Fund | $3.03万 | 0.01% | 339 | 1 | 0.3% | $89 | 加仓 |
| DEO | Diageo PLC | $2.91万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials Inc | $2.85万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| SPDW | State Street SPDR Portfolio Developed World Ex-U.S. ETF | $2.83万 | 0.01% | 621 | 0 | 0.0% | — | 不变 |
| RCL | Royal Caribbean Group | $2.83万 | 0.01% | 103 | 1 | 1.0% | $275 | 加仓 |
| GLW | Corning Inc | $2.77万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| AAAU | Goldman Sachs Physical Gold ETF | $2.69万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| JEPI | JPMorgan Equity Premium Income ETF | $2.68万 | 0.01% | 472 | 9 | 1.9% | $510 | 加仓 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2.57万 | 0.01% | 325 | 1 | 0.3% | $79 | 加仓 |
| JNJ | Johnson & Johnson | $2.44万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $2.44万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| T | AT&T Inc | $2.43万 | 0.01% | 839 | -72 | -7.9% | -$2,088 | 减仓 |
| WS | Worthington Steel Inc | $2.12万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| — | Innovator Equity Defined Protection ETF - 1-Year January | $2.11万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies Inc | $2.09万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| HBAN | Huntington Bancshares Inc | $2.02万 | 0.01% | 1,291 | 3 | 0.2% | $47 | 加仓 |
| IYH | iShares U.S. Healthcare ETF | $1.98万 | 0.01% | 321 | 1 | 0.3% | $62 | 加仓 |
| KKR | Kkr & Co Inc | $1.91万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $1.88万 | 0.01% | 644 | 1 | 0.2% | $29 | 加仓 |
| WFC | Wells Fargo & Co | $1.86万 | 0.01% | 233 | 1 | 0.4% | $80 | 加仓 |
| PNC | PNC Financial Services Group Inc | $1.85万 | 0.01% | 89 | 1 | 1.1% | $207 | 加仓 |
| WOR | Worthington Enterprises Inc | $1.84万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $1.81万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| PMAR | Innovator S&P 500 Power Buffer ETF Mar | $1.72万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications Inc | $1.70万 | 0.01% | 338 | -136 | -28.7% | -$6,835 | 减仓 |
| NI | Nisource Inc | $1.65万 | 0.01% | 353 | 2 | 0.6% | $93 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $1.63万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| RTX | Rtx Corp | $1.60万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| TDVG | T. Rowe Price Dividend Growth ETF | $1.58万 | 0.01% | 354 | 1 | 0.3% | $45 | 加仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $1.53万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| — | Wells Fargo & Co | $1.39万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| DAL | Delta Airlines Inc | $1.35万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Company | $1.32万 | 0.01% | 155 | -1 | -0.6% | -$85 | 减仓 |
| INTC | Intel Corp | $1.31万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| GCAL | Goldman Sachs Dynamic California Municipal Income ETF | $1.31万 | 0.01% | 258 | 258 | — | $1.31万 | 新建仓 |
| BBMC | JPMorgan Betabuilders U.S. Mid-Cap Equity ETF | $1.27万 | 0.01% | 117 | 21 | 21.9% | $2,282 | 加仓 |
| KMB | Kimberly-Clark Corp | $1.24万 | 0.01% | 129 | 2 | 1.6% | $193 | 加仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $1.21万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $1.20万 | 0.01% | 104 | 1 | 1.0% | $115 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $1.17万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| APO | Apollo Global Management Inc | $1.14万 | 0.01% | 102 | 1 | 1.0% | $111 | 加仓 |