Global Financial Private Client, LLC
Sarasota FL · SEC CIK 0002023568
$3.06亿2026Q1 申报市值
236持仓数
24.6%前十大占比 · 第一大 4.8%
13 / 7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
DIMENSIONAL ETF 加仓+$199.65万
VOO 加仓+$115.92万
DFIC 新建仓+$98.43万
DIMENSIONAL ETF 加仓+$92.28万
DIMENSIONAL ETF 加仓+$90.54万
2026Q1 卖出最多 按季末市值估算
ADP 清仓-$119.41万
JANUS HENDERSON 清仓-$52.62万
PFLD 清仓-$41.65万
OEF 清仓-$28.84万
MTUM 清仓-$27.98万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SSGA ACTIVE TR | $52.13万 | 0.17% | 21,075 | 4,311 | 25.7% | $10.66万 | 加仓 |
| IJH | ISHARES TR | $52.33万 | 0.17% | 7,749 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $52.80万 | 0.17% | 3,306 | 81 | 2.5% | $1.29万 | 加仓 |
| AVGO | BROADCOM INC | $53.61万 | 0.18% | 1,732 | 70 | 4.2% | $2.17万 | 加仓 |
| VOX | VANGUARD WORLD FD | $54.01万 | 0.18% | 3,003 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $54.36万 | 0.18% | 2,800 | 12 | 0.4% | $2,330 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $55.32万 | 0.18% | 3,821 | 25 | 0.7% | $3,620 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $55.61万 | 0.18% | 4,184 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $55.67万 | 0.18% | 28,504 | -498 | -1.7% | -$9,726 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $55.95万 | 0.18% | 8,134 | 42 | 0.5% | $2,889 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.07万 | 0.19% | 1,513 | 463 | 44.1% | $18.08万 | 加仓 |
| KO | COCA COLA CO | $61.88万 | 0.20% | 8,136 | 191 | 2.4% | $1.45万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $63.67万 | 0.21% | 8,249 | -1 | -0.0% | -$77 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $64.47万 | 0.21% | 2,343 | 38 | 1.6% | $1.05万 | 加仓 |
| CVS | CVS HEALTH CORP | $65.46万 | 0.21% | 9,115 | 345 | 3.9% | $2.48万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $66.04万 | 0.22% | 11,180 | 209 | 1.9% | $1.23万 | 加仓 |
| VIS | VANGUARD WORLD FD | $67.78万 | 0.22% | 2,171 | 140 | 6.9% | $4.37万 | 加仓 |
| — | SSGA ACTIVE TR | $68.47万 | 0.22% | 27,633 | 10,902 | 65.2% | $27.01万 | 加仓 |
| GLW | CORNING INC | $69.93万 | 0.23% | 5,143 | 904 | 21.3% | $12.29万 | 加仓 |
| — | SSGA ACTIVE TR | $71.09万 | 0.23% | 28,577 | -477 | -1.6% | -$1.19万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $71.92万 | 0.24% | 14,392 | 726 | 5.3% | $3.63万 | 加仓 |
| NRG | NRG ENERGY INC | $73.06万 | 0.24% | 4,999 | 255 | 5.4% | $3.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $73.72万 | 0.24% | 871 | 17 | 2.0% | $1.44万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $74.38万 | 0.24% | 8,727 | 69 | 0.8% | $5,881 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $75.03万 | 0.25% | 11,971 | 776 | 6.9% | $4.86万 | 加仓 |
| FISR | SSGA ACTIVE TR | $75.40万 | 0.25% | 29,315 | 7,562 | 34.8% | $19.45万 | 加仓 |
| MS | MORGAN STANLEY | $76.92万 | 0.25% | 4,674 | 330 | 7.6% | $5.43万 | 加仓 |
| UGI | UGI CORP NEW | $78.09万 | 0.26% | 21,441 | 830 | 4.0% | $3.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.32万 | 0.26% | 5,354 | 1,101 | 25.9% | $16.11万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $78.45万 | 0.26% | 18,577 | 1,090 | 6.2% | $4.60万 | 加仓 |
| QLD | PROSHARES TR | $78.47万 | 0.26% | 12,864 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $79.62万 | 0.26% | 8,132 | 1,831 | 29.1% | $17.93万 | 加仓 |
| T | AT&T INC | $79.98万 | 0.26% | 27,588 | 1,575 | 6.1% | $4.57万 | 加仓 |
| — | SSGA ACTIVE TR | $80.91万 | 0.26% | 32,619 | -545 | -1.6% | -$1.35万 | 减仓 |
| CMI | CUMMINS INC | $82.69万 | 0.27% | 1,537 | 1,537 | — | $82.69万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.96万 | 0.27% | 1,731 | 92 | 5.6% | $4.41万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $84.26万 | 0.28% | 17,947 | 27 | 0.2% | $1,268 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $84.35万 | 0.28% | 1,821 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $85.45万 | 0.28% | 5,053 | 267 | 5.6% | $4.52万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $85.58万 | 0.28% | 28,254 | 20 | 0.1% | $606 | 加仓 |
| IAI | ISHARES TR | $88.61万 | 0.29% | 5,397 | 326 | 6.4% | $5.35万 | 加仓 |
| BA | BOEING CO | $89.05万 | 0.29% | 4,474 | 449 | 11.2% | $8.94万 | 加仓 |
| GE | GE AEROSPACE | $90.41万 | 0.30% | 3,186 | 507 | 18.9% | $14.39万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $90.85万 | 0.30% | 1,892 | 320 | 20.4% | $15.37万 | 加仓 |
| XHB | SPDR SERIES TRUST | $91.77万 | 0.30% | 9,296 | 487 | 5.5% | $4.81万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $91.85万 | 0.30% | 2,676 | 526 | 24.5% | $18.05万 | 加仓 |
| — | SSGA ACTIVE TR | $91.91万 | 0.30% | 36,905 | 12,480 | 51.1% | $31.08万 | 加仓 |
| DAL | DELTA AIR LINES INC | $92.31万 | 0.30% | 13,886 | 1,783 | 14.7% | $11.85万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $93.55万 | 0.31% | 15,797 | 1,107 | 7.5% | $6.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $98.43万 | 0.32% | 27,704 | 27,704 | — | $98.43万 | 新建仓 |
| AFL | AFLAC INC | $98.64万 | 0.32% | 8,991 | 277 | 3.2% | $3.04万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $98.87万 | 0.32% | 10,155 | 5,664 | 126.1% | $55.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $99.11万 | 0.32% | 11,242 | -640 | -5.4% | -$5.64万 | 减仓 |
| AOM | ISHARES TR | $100.85万 | 0.33% | 21,291 | 318 | 1.5% | $1.51万 | 加仓 |
| QCOM | QUALCOMM INC | $100.88万 | 0.33% | 7,834 | 308 | 4.1% | $3.97万 | 加仓 |
| EXC | EXELON CORP | $102.35万 | 0.33% | 20,880 | 1,128 | 5.7% | $5.53万 | 加仓 |
| KCE | SPDR SERIES TRUST | $104.27万 | 0.34% | 7,578 | -88 | -1.1% | -$1.21万 | 减仓 |
| IGV | ISHARES TR | $104.77万 | 0.34% | 13,088 | 2,256 | 20.8% | $18.06万 | 加仓 |
| XSD | SPDR SERIES TRUST | $104.91万 | 0.34% | 3,217 | 147 | 4.8% | $4.79万 | 加仓 |
| HCI | HCI GROUP INC | $107.55万 | 0.35% | 6,956 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $107.70万 | 0.35% | 2,503 | -128 | -4.9% | -$5.51万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $109.94万 | 0.36% | 8,954 | 1,492 | 20.0% | $18.32万 | 加仓 |
| IWM | ISHARES TR | $110.21万 | 0.36% | 4,444 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $110.34万 | 0.36% | 30,017 | 24,630 | 457.2% | $90.54万 | 加仓 |
| EOG | EOG RES INC | $113.34万 | 0.37% | 7,840 | 1,865 | 31.2% | $26.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $114.35万 | 0.37% | 32,635 | 26,337 | 418.2% | $92.28万 | 加仓 |
| ORCL | ORACLE CORP | $115.28万 | 0.38% | 7,836 | 59 | 0.8% | $8,679 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $115.40万 | 0.38% | 35,022 | -294 | -0.8% | -$9,687 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $118.70万 | 0.39% | 15,138 | -16 | -0.1% | -$1,255 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $118.98万 | 0.39% | 5,719 | 297 | 5.5% | $6.18万 | 加仓 |
| CERY | SPDR SERIES TRUST | $120.55万 | 0.39% | 34,209 | 9,469 | 38.3% | $33.37万 | 加仓 |
| AMGN | AMGEN INC | $123.75万 | 0.40% | 3,517 | 185 | 5.6% | $6.51万 | 加仓 |
| FTNT | FORTINET INC | $123.99万 | 0.41% | 15,173 | 2,373 | 18.5% | $19.39万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $124.54万 | 0.41% | 25,773 | -3,279 | -11.3% | -$15.84万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $127.05万 | 0.42% | 7,925 | 2,209 | 38.6% | $35.41万 | 加仓 |
| ABBV | ABBVIE INC | $128.81万 | 0.42% | 5,922 | 653 | 12.4% | $14.20万 | 加仓 |
| NDAQ | NASDAQ INC | $129.90万 | 0.43% | 15,302 | 2,747 | 21.9% | $23.32万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $130.09万 | 0.43% | 29,090 | 915 | 3.2% | $4.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $130.79万 | 0.43% | 6,666 | 174 | 2.7% | $3.41万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $132.25万 | 0.43% | 8,504 | 1,207 | 16.5% | $18.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.46万 | 0.43% | 4,129 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $132.81万 | 0.43% | 3,699 | 78 | 2.2% | $2.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $133.03万 | 0.44% | 9,074 | 361 | 4.1% | $5.29万 | 加仓 |
| ICVT | ISHARES TR | $135.46万 | 0.44% | 13,308 | 2,540 | 23.6% | $25.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $139.28万 | 0.46% | 2,304 | 168 | 7.9% | $10.16万 | 加仓 |
| COWZ | PACER FDS TR | $140.10万 | 0.46% | 22,394 | -130 | -0.6% | -$8,133 | 减仓 |
| GILD | GILEAD SCIENCES INC | $140.60万 | 0.46% | 10,088 | 1,671 | 19.9% | $23.29万 | 加仓 |
| HD | HOME DEPOT INC | $140.86万 | 0.46% | 4,283 | 74 | 1.8% | $2.43万 | 加仓 |
| KR | KROGER CO | $144.50万 | 0.47% | 19,970 | 814 | 4.2% | $5.89万 | 加仓 |
| SMH | VANECK ETF TRUST | $145.46万 | 0.48% | 3,794 | -15 | -0.4% | -$5,751 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $148.93万 | 0.49% | 30,167 | 735 | 2.5% | $3.63万 | 加仓 |
| LLY | ELI LILLY & CO | $151.79万 | 0.50% | 1,650 | 23 | 1.4% | $2.12万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $157.79万 | 0.52% | 14,233 | 910 | 6.8% | $10.09万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $160.10万 | 0.52% | 33,320 | 115 | 0.3% | $5,526 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $164.63万 | 0.54% | 16,845 | 313 | 1.9% | $3.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $169.74万 | 0.56% | 20,512 | -321 | -1.5% | -$2.66万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $170.97万 | 0.56% | 29,671 | 1,304 | 4.6% | $7.51万 | 加仓 |
| QUAL | ISHARES TR | $173.18万 | 0.57% | 9,029 | -759 | -7.8% | -$14.56万 | 减仓 |
| GOOG | ALPHABET INC | $178.80万 | 0.59% | 6,233 | 113 | 1.8% | $3.24万 | 加仓 |
| IPAC | ISHARES TR | $180.98万 | 0.59% | 23,655 | 1,073 | 4.8% | $8.21万 | 加仓 |