13F 机构持仓

GGM Financial LLC

COLUMBUS OH · SEC CIK 0002021722

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JGRO 22.8%
PVAL 15.5%
GPIQ 11.9%
TMB 4.0%
IGV 4.0%
HMOP 3.7%
MMIT 2.6%
IEFA 2.6%
JAVA 2.0%
IWF 1.3%

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
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
PFE Pfizer Inc $2.10万0.01%870 00.0% — 不变
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF $2.01万0.01%626 626— $2.01万 新建仓
WFC Wells Fargo & Co $1.94万0.01%235 20.9% $165 加仓
DAL Delta Airlines Inc $1.91万0.01%204 10.5% $93 加仓
WOR Worthington Enterprises Inc $1.90万0.01%353 00.0% — 不变
PMAR Innovator S&P 500 Power Buffer ETF Mar $1.84万0.01%385 00.0% — 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
SMH VanEck Vectors Semiconductor ETF $1.77万0.01%27 00.0% — 不变
T AT&T Inc $1.76万0.01%848 91.1% $186 加仓
TDVG T. Rowe Price Dividend Growth ETF $1.74万0.01%355 10.3% $49 加仓
NI Nisource Inc $1.69万0.01%355 20.6% $95 加仓
VONV Vanguard Russell 1000 Value Index Fund ETF Shares $1.60万0.01%150 128.7% $1,280 重新持有
RTX Rtx Corp $1.58万0.01%83 00.0% — 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
BMY Bristol-Myers Squibb Co $1.55万0.01%269 00.0% — 不变
BBMC JPMorgan Betabuilders U.S. Mid-Cap Equity ETF $1.50万0.01%118 10.9% $127 加仓
XLC State Street Communication Services Select Sector SPDR ETF $1.49万0.01%139 10.7% $107 加仓
AVEM Avantis Emerging Markets Equity ETF $1.46万0.01%151 10.7% $96 加仓
VZ Verizon Communications Inc $1.44万0.01%340 20.6% $85 加仓
CL Colgate-Palmolive Company $1.43万0.01%156 10.6% $92 加仓
— Wells Fargo & Co $1.39万0.01%12 00.0% — 不变
IVW iShares S&P 500 Growth ETF $1.31万0.00%95 00.0% — 不变
EFA iShares MSCI EAFE ETF $1.27万0.00%122 21.7% $208 加仓
FNDA Schwab Fundamental U.S. Small Company ETF $1.24万0.00%326 326— $1.24万 新建仓
BX Blackstone Inc $1.24万0.00%105 11.0% $118 加仓
APO Apollo Global Management Inc $1.21万0.00%102 00.0% — 不变
FNDC Schwab Fundamental International Small Equity ETF $1.14万0.00%234 234— $1.14万 新建仓
SAIC Science Applications International Corp $1.08万0.00%97 00.0% — 不变
BAI iShares A.i. Innovation & Tech Active ETF $1.00万0.00%190 190— $1.00万 新建仓
ECVT Ecovyst Inc $9,5120.00%764 00.0% — 不变
CLMB Climb Global Solutions Inc $9,2840.00%400 400— $9,284 新建仓
IBM International Business Machines Corp $8,5990.00%31 13.3% $277 加仓
IXUS iShares Core MSCI Total International Stock ETF $8,2320.00%86 45109.8% $4,307 加仓
FE FirstEnergy Corp $8,0810.00%170 00.0% — 不变
ACWV iShares MSCI Global Min Vol Factor ETF $7,1670.00%60 11.7% $119 加仓
CTVA Corteva Inc $7,0230.00%83 00.0% — 不变
XAGG Eaton Vance Income Opportunities ETF $6,9990.00%140 140— $6,999 新建仓
MRP Millrose Properties Inc $6,8810.00%229 00.0% — 不变
ASPN Aspen Aerogels Inc $6,4030.00%1,010 00.0% — 不变
CARR Carrier Global Corp $5,7090.00%78 00.0% — 不变
BBIN JPMorgan BetaBuilders International Equity ETF $5,4900.00%70 -15-17.6% -$1,176 减仓
VTRS Viatris Inc $5,2660.00%332 00.0% — 不变
PRU Prudential Financial Inc $5,2320.00%48 00.0% — 不变
IMCB iShares Morningstar Mid-Cap ETF $5,1330.00%53 53— $5,133 新建仓
CMCSA Comcast Corp $4,4780.00%182 21.1% $49 加仓
PCT PureCycle Technologies Inc $4,4520.00%549 00.0% — 不变
PANW Palo Alto Networks Inc $4,4330.00%13 13— $4,433 新建仓
IRD Opus Genetics Inc $4,1310.00%1,005 1,005— $4,131 新建仓
KODK Eastman Kodak Co $3,7000.00%400 00.0% — 不变
ADI Analog Devices Inc $3,1850.00%8 8— $3,185 新建仓
TQQQ ProShares UltraPro QQQ $3,0090.00%37 00.0% — 不变
BSV Vanguard Short-Term Bond Index Fund ETF Shares $2,8060.00%36 -2-5.3% -$156 减仓
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $2,7980.00%53 -3-5.4% -$158 减仓
IWS iShares Russell Mid-Cap Value ETF $2,2470.00%14 -25-64.1% -$4,012 减仓
IWP iShares Russell Mid-Cap Growth ETF $2,2250.00%15 -28-65.1% -$4,153 减仓
IAGG iShares Core International Aggregate Bond ETF $1,6170.00%32 -7-17.9% -$354 减仓
SHYG iShares 0-5 Year High-Yield Corporate Bond ETF $1,2670.00%30 -16-34.8% -$676 减仓
— Bitwise XRP ETF $1,1190.00%96 00.0% — 不变
IWO iShares Russell 2000 Growth ETF $8080.00%2 -10-83.3% -$4,040 减仓
LEN/B Lennar Corp $7980.00%9 00.0% — 不变
IWN iShares Russell 2000 Value ETF $7240.00%3 -16-84.2% -$3,861 减仓
BROS Dutch Bros Inc $6460.00%9 00.0% — 不变
— Warner Bros. Discovery Inc $2930.00%11 00.0% — 不变
VSNT Versant Media Group Inc $2540.00%7 00.0% — 不变
VO Vanguard Mid-Cap Index Fund ETF Shares $00.00%0 -2,648-100.0% -$19.01万 清仓
COR Cencora Inc $00.00%0 -291-100.0% -$9.16万 清仓
IAK iShares U.S. Insurance ETF $00.00%0 -246-100.0% -$3.16万 清仓
KKR Kkr & Co Inc $00.00%0 -206-100.0% -$1.91万 清仓
KMB Kimberly-Clark Corp $00.00%0 -129-100.0% -$1.24万 清仓
DVY iShares Select Dividend ETF $00.00%0 -50-100.0% -$7,508 清仓