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 |
|---|---|---|---|---|---|---|---|---|
| JGRO | JPmorgan Active Growth ETF | $6,015.41万 | 22.81% | 610,144 | 8,983 | 1.5% | $88.56万 | 加仓 |
| PVAL | Putnam Focused Large-Cap Value ETF | $4,086.28万 | 15.50% | 802,017 | 682,960 | 573.6% | $3,479.68万 | 加仓 |
| GPIQ | Goldman Sachs NASDAQ - 100 Premium Income ETF | $3,139.16万 | 11.90% | 529,280 | 125,352 | 31.0% | $743.46万 | 加仓 |
| TMB | Thornburg Multi Sector Bond ETF | $1,062.55万 | 4.03% | 419,150 | 419,150 | — | $1,062.55万 | 新建仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $1,059.73万 | 4.02% | 116,968 | -10,973 | -8.6% | -$99.42万 | 减仓 |
| HMOP | Hartford Municipal Opportunities ETF | $972.77万 | 3.69% | 248,505 | 34,243 | 16.0% | $134.04万 | 加仓 |
| MMIT | NYLI Mackay Muni Intermediate ETF | $696.49万 | 2.64% | 286,032 | 37,934 | 15.3% | $92.37万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $678.75万 | 2.57% | 70,278 | 12,104 | 20.8% | $116.90万 | 加仓 |
| JAVA | JPMorgan Active Value ETF | $520.03万 | 1.97% | 65,487 | -1,689 | -2.5% | -$13.41万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $348.00万 | 1.32% | 28,026 | 4,742 | 20.4% | $58.88万 | 加仓 |
| QQQ | Invesco QQQ Trust | $343.66万 | 1.30% | 4,667 | -329 | -6.6% | -$24.23万 | 减仓 |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $308.13万 | 1.17% | 58,579 | 11,013 | 23.2% | $57.93万 | 加仓 |
| — | JPMorgan High Yield Municipal ETF | $308.12万 | 1.17% | 60,854 | 5,007 | 9.0% | $25.35万 | 加仓 |
| BKDV | Bank of New York Mellon Dynamic Value ETF | $302.05万 | 1.15% | 90,191 | 24,903 | 38.1% | $83.40万 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $286.53万 | 1.09% | 29,705 | -747 | -2.5% | -$7.21万 | 减仓 |
| JBND | JPMorgan Active Bond ETF | $281.66万 | 1.07% | 52,646 | -2,326 | -4.2% | -$12.44万 | 减仓 |
| GMUB | Goldman Sachs Municipal Income ETF | $230.10万 | 0.87% | 44,732 | 28,839 | 181.5% | $148.35万 | 加仓 |
| NVDA | Nvidia Corp | $219.98万 | 0.83% | 10,994 | 209 | 1.9% | $4.18万 | 加仓 |
| GSC | Goldman Sachs Small-Cap Equity ETF | $216.41万 | 0.82% | 31,259 | 3,231 | 11.5% | $22.37万 | 加仓 |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $203.08万 | 0.77% | 21,239 | 2,218 | 11.7% | $21.21万 | 加仓 |
| AAPL | Apple Inc | $201.01万 | 0.76% | 6,947 | 30 | 0.4% | $8,680 | 加仓 |
| IWR | iShares Russell Mid-Cap ETF | $193.60万 | 0.73% | 17,549 | -125,099 | -87.7% | -$1,380.10万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $182.29万 | 0.69% | 23,640 | 281 | 1.2% | $2.17万 | 加仓 |
| HIMU | iShares High-Yield Muni Active ETF | $176.10万 | 0.67% | 35,362 | 15,017 | 73.8% | $74.78万 | 加仓 |
| EFV | iShares MSCI EAFE Value ETF | $174.28万 | 0.66% | 22,767 | 864 | 3.9% | $6.61万 | 加仓 |
| JPM | JPMorgan Chase & Co | $140.72万 | 0.53% | 4,299 | 204 | 5.0% | $6.68万 | 加仓 |
| ABBV | Abbvie Inc | $139.10万 | 0.53% | 5,528 | -288 | -5.0% | -$7.25万 | 减仓 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $128.33万 | 0.49% | 21,110 | -37 | -0.2% | -$2,249 | 减仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $123.57万 | 0.47% | 10,385 | -216 | -2.0% | -$2.57万 | 减仓 |
| FVD | First Trust Value Line Dividend Index Fund | $119.02万 | 0.45% | 24,702 | 77 | 0.3% | $3,710 | 加仓 |
| PG | Procter & Gamble Co | $115.99万 | 0.44% | 7,910 | 30 | 0.4% | $4,399 | 加仓 |
| GLD | SPDR Gold Shares | $109.41万 | 0.41% | 2,970 | 0 | 0.0% | — | 不变 |
| EFG | iShares MSCI EAFE Growth ETF | $97.62万 | 0.37% | 7,846 | 427 | 5.8% | $5.31万 | 加仓 |
| MSFT | Microsoft Corp | $92.74万 | 0.35% | 2,486 | 4 | 0.2% | $1,492 | 加仓 |
| AVGO | Broadcom Inc | $82.64万 | 0.31% | 2,188 | -54 | -2.4% | -$2.04万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $82.35万 | 0.31% | 5,553 | 83 | 1.5% | $1.23万 | 加仓 |
| LLY | Eli Lilly & Co | $78.62万 | 0.30% | 656 | 4 | 0.6% | $4,794 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $77.99万 | 0.30% | 1,041 | 2 | 0.2% | $1,498 | 加仓 |
| GOOGL | Alphabet Inc | $77.27万 | 0.29% | 2,162 | 59 | 2.8% | $2.11万 | 加仓 |
| USXF | iShares ESG Advanced MSCI USA ETF | $73.81万 | 0.28% | 10,628 | 10,628 | — | $73.81万 | 新建仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | $70.72万 | 0.27% | 1,911 | 4 | 0.2% | $1,480 | 加仓 |
| VRT | Vertiv Holdings Co | $70.07万 | 0.27% | 2,093 | 1 | 0.0% | $335 | 加仓 |
| FDX | Fedex Corp | $68.33万 | 0.26% | 2,182 | 8 | 0.4% | $2,505 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $60.90万 | 0.23% | 2,512 | -521 | -17.2% | -$12.63万 | 减仓 |
| EFAX | State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $60.81万 | 0.23% | 11,236 | 11,236 | — | $60.81万 | 新建仓 |
| AMZN | Amazon.com Inc | $56.96万 | 0.22% | 2,390 | 21 | 0.9% | $5,005 | 加仓 |
| — | PIMCO RAFI ESG U.S. ETF | $50.21万 | 0.19% | 10,491 | 10,491 | — | $50.21万 | 新建仓 |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | $48.85万 | 0.19% | 12,826 | -8 | -0.1% | -$305 | 减仓 |
| WMT | Wal-Mart Inc | $48.37万 | 0.18% | 4,270 | 2,033 | 90.9% | $23.03万 | 加仓 |
| MCD | McDonald's Corp | $48.25万 | 0.18% | 1,785 | 7 | 0.4% | $1,892 | 加仓 |
| JMUB | JPMorgan Municipal ETF | $47.33万 | 0.18% | 9,343 | -967 | -9.4% | -$4.90万 | 减仓 |
| CAT | Caterpillar Inc | $46.14万 | 0.17% | 433 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $45.06万 | 0.17% | 4,965 | -1,418 | -22.2% | -$12.87万 | 减仓 |
| LMT | Lockheed Martin Corp | $44.54万 | 0.17% | 874 | -87 | -9.1% | -$4.43万 | 减仓 |
| AZO | Autozone Inc | $41.87万 | 0.16% | 131 | 55 | 72.4% | $17.58万 | 加仓 |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $41.75万 | 0.16% | 15,744 | 10,911 | 225.8% | $28.94万 | 加仓 |
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $41.37万 | 0.16% | 3,071 | -27 | -0.9% | -$3,637 | 减仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $40.89万 | 0.16% | 12,894 | 28 | 0.2% | $888 | 加仓 |
| TSLA | Tesla Inc | $40.50万 | 0.15% | 963 | 0 | 0.0% | — | 不变 |
| FTEC | Fidelity MSCI Information Technology Index ETF | $37.10万 | 0.14% | 1,299 | 1 | 0.1% | $286 | 加仓 |
| DUK | Duke Energy Corp Com | $33.80万 | 0.13% | 2,670 | 873 | 48.6% | $11.05万 | 加仓 |
| AEP | American Electric Power Co Inc | $33.51万 | 0.13% | 2,450 | 19 | 0.8% | $2,599 | 加仓 |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | $32.32万 | 0.12% | 1,366 | 6 | 0.4% | $1,420 | 加仓 |
| MA | Mastercard Inc | $30.23万 | 0.11% | 589 | 104 | 21.4% | $5.34万 | 加仓 |
| USB | U.S. Bancorp | $29.76万 | 0.11% | 4,928 | 1,812 | 58.2% | $10.94万 | 加仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $29.49万 | 0.11% | 5,552 | 39 | 0.7% | $2,071 | 加仓 |
| CSCO | Cisco Systems Inc | $28.45万 | 0.11% | 2,422 | 342 | 16.4% | $4.02万 | 加仓 |
| EEMX | State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF | $27.29万 | 0.10% | 5,039 | 5,039 | — | $27.29万 | 新建仓 |
| TJX | TJX Companies Inc | $25.54万 | 0.10% | 1,686 | 769 | 83.9% | $11.65万 | 加仓 |
| WM | Waste Management Inc | $25.04万 | 0.09% | 1,124 | 447 | 66.0% | $9.96万 | 加仓 |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $24.45万 | 0.09% | 5,949 | -765 | -11.4% | -$3.14万 | 减仓 |
| FTMS | Franklin Short-Term Municipal Income ETF | $23.91万 | 0.09% | 24,042 | 198 | 0.8% | $1,969 | 加仓 |
| OKLO | OKLO Inc Com Cl A | $23.65万 | 0.09% | 4,519 | 0 | 0.0% | — | 不变 |
| JMSI | JPMorgan Sustainable Municipal Income ETF | $23.16万 | 0.09% | 4,592 | 2,794 | 155.4% | $14.09万 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $23.11万 | 0.09% | 1,981 | 182 | 10.1% | $2.12万 | 加仓 |
| ESGU | iShares Esg Aware MSCI USA ETF | $22.94万 | 0.09% | 1,401 | 2 | 0.1% | $327 | 加仓 |
| — | Amplify Etho Climate Leadership U.S. ETF | $21.92万 | 0.08% | 2,719 | 2,093 | 334.3% | $16.87万 | 加仓 |
| UBER | Uber Technologies Inc | $21.89万 | 0.08% | 3,034 | 0 | 0.0% | — | 不变 |
| ESGV | Vanguard ESG U.S. Stock ETF | $21.84万 | 0.08% | 1,652 | -7,777 | -82.5% | -$102.82万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $21.77万 | 0.08% | 863 | -41 | -4.5% | -$1.03万 | 减仓 |
| CVX | Chevron Corp | $21.04万 | 0.08% | 1,269 | -415 | -24.6% | -$6.88万 | 减仓 |
| SPGI | S&P Global Inc | $20.86万 | 0.08% | 512 | 1 | 0.2% | $407 | 加仓 |
| VTV | Vanguard Value Index Fund ETF Shares | $20.77万 | 0.08% | 953 | 953 | — | $20.77万 | 新建仓 |
| MRK | Merck & Co Inc | $20.75万 | 0.08% | 1,615 | 12 | 0.7% | $1,542 | 加仓 |
| BAC | Bank of America Corp | $20.45万 | 0.08% | 3,589 | 18 | 0.5% | $1,025 | 加仓 |
| XMHQ | Invesco S&P Mid-Cap Quality ETF | $19.36万 | 0.07% | 1,715 | -146 | -7.8% | -$1.65万 | 减仓 |
| MS | Morgan Stanley | $18.71万 | 0.07% | 895 | 4 | 0.4% | $836 | 加仓 |
| QCOM | Qualcomm Inc | $18.56万 | 0.07% | 1,005 | -96 | -8.7% | -$1.77万 | 减仓 |
| XSW | SPDR S&P Software & Services ETF | $18.19万 | 0.07% | 1,059 | -55 | -4.9% | -$9,449 | 减仓 |
| PEP | PepsiCo Inc | $17.84万 | 0.07% | 1,318 | -727 | -35.6% | -$9.84万 | 减仓 |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | $17.30万 | 0.07% | 3,114 | 25 | 0.8% | $1,389 | 加仓 |
| HON | Honeywell International Inc | $16.97万 | 0.06% | 758 | -755 | -49.9% | -$16.90万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $16.76万 | 0.06% | 758 | 758 | — | $16.76万 | 新建仓 |
| MGK | Vanguard Mega Capital Growth Index Fund ETF Shares | $16.71万 | 0.06% | 1,901 | 1,901 | — | $16.71万 | 新建仓 |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $16.64万 | 0.06% | 2,886 | -289 | -9.1% | -$1.67万 | 减仓 |
| GEV | GE Vernova Inc | $16.60万 | 0.06% | 141 | 48 | 51.6% | $5.65万 | 加仓 |
| FDXF | Fedex Freight Holding Co Inc | $16.43万 | 0.06% | 1,088 | 1,088 | — | $16.43万 | 新建仓 |
| ORCL | Oracle Corp | $15.62万 | 0.06% | 1,066 | 301 | 39.3% | $4.41万 | 加仓 |
| AOR | iShares Core 60/40 Balanced Allocation ETF | $15.33万 | 0.06% | 2,205 | 1,340 | 154.9% | $9.31万 | 加仓 |
| GAL | State Street Global Allocation ETF | $15.22万 | 0.06% | 2,881 | 785 | 37.5% | $4.15万 | 加仓 |