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 |
|---|---|---|---|---|---|---|---|---|
| VGT | Vanguard Information Technology Index Fund ETF Shares | $15.02万 | 0.06% | 1,257 | 633 | 101.4% | $7.56万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $14.51万 | 0.06% | 2,037 | 1,290 | 172.7% | $9.19万 | 加仓 |
| GE | GE Aerospace | $14.23万 | 0.05% | 381 | 1 | 0.3% | $373 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.05万 | 0.05% | 188 | 0 | 0.0% | — | 不变 |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $13.27万 | 0.05% | 2,601 | 17 | 0.7% | $867 | 加仓 |
| 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 |
| NUSC | Nuveen Esg Small-Cap ETF | $12.67万 | 0.05% | 2,431 | 2,431 | — | $12.67万 | 新建仓 |
| D | Dominion Energy Inc | $12.64万 | 0.05% | 1,852 | 18 | 1.0% | $1,229 | 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 |
| ESGE | iShares Esg MSCI Emerging Markets ETF | $12.24万 | 0.05% | 2,238 | 16 | 0.7% | $875 | 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 |
| IDMO | Invesco S&P International Developed Momentum ETF | $11.85万 | 0.04% | 1,966 | 1,055 | 115.8% | $6.36万 | 加仓 |
| DELL | Dell Technologies Inc | $11.64万 | 0.04% | 270 | 143 | 112.6% | $6.17万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $11.29万 | 0.04% | 164 | 0 | 0.0% | — | 不变 |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $10.77万 | 0.04% | 206 | 0 | 0.0% | — | 不变 |
| — | iShares ESG Screened S&P Small-Cap ETF | $10.56万 | 0.04% | 2,002 | 2,002 | — | $10.56万 | 新建仓 |
| DTH | WisdomTree International High Dividend Fund | $10.43万 | 0.04% | 1,927 | 1,927 | — | $10.43万 | 新建仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $10.16万 | 0.04% | 1,895 | 6 | 0.3% | $322 | 加仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $9.96万 | 0.04% | 1,620 | 46 | 2.9% | $2,828 | 加仓 |
| REGN | Regeneron Pharmaceuticals Inc | $9.94万 | 0.04% | 159 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc Cl B | $9.91万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| RJF | Raymond James Financial Inc | $9.48万 | 0.04% | 624 | 3 | 0.5% | $456 | 加仓 |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | $9.42万 | 0.04% | 1,114 | 1,114 | — | $9.42万 | 新建仓 |
| SUSC | iShares Esg Usd Corporate Bond ETF | $9.40万 | 0.04% | 4,060 | 46 | 1.1% | $1,065 | 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 |
| MGC | Vanguard Mega Capital Index Fund ETF Shares | $8.73万 | 0.03% | 319 | 1 | 0.3% | $274 | 加仓 |
| COF | Capital One Financial Corp | $8.72万 | 0.03% | 435 | 2 | 0.5% | $401 | 加仓 |
| HD | The Home Depot Inc | $8.53万 | 0.03% | 242 | -228 | -48.5% | -$8.04万 | 减仓 |
| DE | Deere & Company | $8.36万 | 0.03% | 132 | 1 | 0.8% | $633 | 加仓 |
| GCAL | Goldman Sachs Dynamic California Municipal Income ETF | $8.35万 | 0.03% | 1,632 | 1,374 | 532.6% | $7.03万 | 加仓 |
| IQDF | FlexShares International Quality Dividend Index Fund | $8.25万 | 0.03% | 2,386 | 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 |
| VUG | Vanguard Growth Index Fund ETF Shares | $7.96万 | 0.03% | 924 | 0 | 0.0% | — | 不变 |
| IUSG | iShares Core U.S. Growth ETF | $7.82万 | 0.03% | 416 | 1 | 0.2% | $188 | 加仓 |
| SHYM | iShares Short Duration High-Yield Muni Active ETF | $7.68万 | 0.03% | 3,420 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Co | $7.62万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| DEM | WisdomTree Emerging Markets High Dividend Fund | $7.61万 | 0.03% | 1,415 | 1,415 | — | $7.61万 | 新建仓 |
| FRME | First Merchants Corp | $7.60万 | 0.03% | 1,739 | 16 | 0.9% | $699 | 加仓 |
| ETN | Eaton Corp PLC | $7.42万 | 0.03% | 174 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab U.S. Large-Cap ETF | $7.41万 | 0.03% | 2,518 | 2,518 | — | $7.41万 | 新建仓 |
| RPM | RPM International Inc | $7.33万 | 0.03% | 659 | 3 | 0.5% | $333 | 加仓 |
| AFL | Aflac Inc | $6.95万 | 0.03% | 593 | 3 | 0.5% | $352 | 加仓 |
| SCHW | Charles Schwab Corp | $6.90万 | 0.03% | 747 | 0 | 0.0% | — | 不变 |
| DES | WisdomTree U.S. Small-Cap Dividend Fund | $6.74万 | 0.03% | 1,656 | 1,656 | — | $6.74万 | 新建仓 |
| LRCX | Lam Research Corp | $6.57万 | 0.02% | 152 | 1 | 0.7% | $432 | 加仓 |
| IGPT | Invesco AI and Next Gen Software ETF | $6.57万 | 0.02% | 631 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corp | $6.38万 | 0.02% | 250 | 11 | 4.6% | $2,809 | 加仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $6.30万 | 0.02% | 331 | 1 | 0.3% | $190 | 加仓 |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $6.24万 | 0.02% | 623 | 601 | 2,731.8% | $6.02万 | 加仓 |
| BILZ | PIMCO Ultra Short Government Active Exchange-Traded Fund | $6.24万 | 0.02% | 618 | 618 | — | $6.24万 | 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 |
| JPST | JPMorgan Ultra-Short Income ETF | $6.00万 | 0.02% | 1,186 | 1,186 | — | $6.00万 | 新建仓 |
| JPIE | JPMorgan Income ETF | $5.92万 | 0.02% | 1,286 | 336 | 35.4% | $1.55万 | 加仓 |
| CORP | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $5.78万 | 0.02% | 597 | -752 | -55.7% | -$7.29万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $5.74万 | 0.02% | 1,223 | 0 | 0.0% | — | 不变 |
| FTCS | First Trust Capital Strength ETF | $5.68万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $5.61万 | 0.02% | 314 | 0 | 0.0% | — | 不变 |
| SPGP | Invesco S&P 500 GARP ETF | $5.56万 | 0.02% | 454 | 1 | 0.2% | $122 | 加仓 |
| SCHB | Schwab U.S. Broad Market ETF | $5.55万 | 0.02% | 1,918 | 1,918 | — | $5.55万 | 新建仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $5.28万 | 0.02% | 537 | 1 | 0.2% | $98 | 加仓 |
| GLW | Corning Inc | $5.22万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | $5.12万 | 0.02% | 981 | -3,734 | -79.2% | -$19.48万 | 减仓 |
| MCK | McKesson Corp | $5.06万 | 0.02% | 67 | -75 | -52.8% | -$5.67万 | 减仓 |
| LEU | Centrus Energy Corp | $5.04万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| NZF | Nuveen Municipal Credit Income Fund | $4.85万 | 0.02% | 3,821 | 3,821 | — | $4.85万 | 新建仓 |
| IWM | iShares Russell 2000 ETF | $4.74万 | 0.02% | 158 | 10 | 6.8% | $3,003 | 加仓 |
| IMCV | iShares Morningstar Mid-Cap Value ETF | $4.64万 | 0.02% | 508 | 2 | 0.4% | $183 | 加仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $4.64万 | 0.02% | 212 | 1 | 0.5% | $219 | 加仓 |
| IOT | Samsara Inc | $4.47万 | 0.02% | 1,379 | -8,884 | -86.6% | -$28.81万 | 减仓 |
| INTC | Intel Corp | $4.15万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| GLTR | Aberdeen Std Physical Precious Metals Basket Shrs ETF | $4.11万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $4.07万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $3.89万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc | $3.87万 | 0.01% | 669 | 6 | 0.9% | $347 | 加仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $3.63万 | 0.01% | 1,166 | 1,166 | — | $3.63万 | 新建仓 |
| VB | Vanguard Small-Cap Index Fund ETF Shares | $3.54万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $3.48万 | 0.01% | 254 | 1 | 0.4% | $137 | 加仓 |
| BALT | Innovator Defined Wealth Shield ETF | $3.48万 | 0.01% | 1,014 | 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 |
| SOLS | Solstice Advanced Materials Inc | $3.32万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| RCL | Royal Caribbean Group | $3.28万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $3.17万 | 0.01% | 630 | 9 | 1.4% | $453 | 加仓 |
| DEO | Diageo PLC | $3.17万 | 0.01% | 395 | 4 | 1.0% | $321 | 加仓 |
| LHX | L3harris Technologies Inc | $3.10万 | 0.01% | 107 | 1 | 0.9% | $290 | 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 |
| TXN | Texas Instruments Inc | $2.79万 | 0.01% | 94 | 1 | 1.1% | $297 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $2.73万 | 0.01% | 483 | 11 | 2.3% | $621 | 加仓 |
| — | Western Asset Municipal High Income Fund Inc | $2.68万 | 0.01% | 3,835 | 3,835 | — | $2.68万 | 新建仓 |
| LOW | Lowe's Companies Inc | $2.59万 | 0.01% | 117 | -93 | -44.3% | -$2.06万 | 减仓 |
| JNJ | Johnson & Johnson | $2.54万 | 0.01% | 100 | 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 |
| WS | Worthington Steel Inc | $2.35万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| AAAU | Goldman Sachs Physical Gold ETF | $2.30万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| HBAN | Huntington Bancshares Inc | $2.30万 | 0.01% | 1,295 | 4 | 0.3% | $71 | 加仓 |
| DLN | WisdomTree U.S. Large-Cap Dividend Fund | $2.27万 | 0.01% | 235 | -104 | -30.7% | -$1.00万 | 减仓 |
| 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 |
| PNC | PNC Financial Services Group Inc | $2.20万 | 0.01% | 89 | 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 |
| — | Innovator Equity Defined Protection ETF - 1 Yr January | $2.17万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| IYH | iShares U.S. Healthcare ETF | $2.15万 | 0.01% | 322 | 1 | 0.3% | $67 | 加仓 |