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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -4,642 | -100.0% | -$119.41万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -11,061 | -100.0% | -$52.62万 | 清仓 |
| PFLD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -21,287 | -100.0% | -$41.65万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -841 | -100.0% | -$28.84万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,118 | -100.0% | -$27.98万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -6,387 | -100.0% | -$21.11万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$20.64万 | 清仓 |
| F | FORD MTR CO | $14.54万 | 0.05% | 12,600 | 577 | 4.8% | $6,659 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $18.46万 | 0.06% | 11,623 | 3,907 | 50.6% | $6.20万 | 加仓 |
| — | SSGA ACTIVE TR | $20.11万 | 0.07% | 8,044 | -118 | -1.4% | -$2,950 | 减仓 |
| TMUS | T-MOBILE US INC | $20.62万 | 0.07% | 982 | 58 | 6.3% | $1.22万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $20.64万 | 0.07% | 631 | -306 | -32.7% | -$10.01万 | 重新持有 |
| SPIB | SPDR SERIES TRUST | $20.75万 | 0.07% | 6,188 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.82万 | 0.07% | 1,098 | -91 | -7.7% | -$1.73万 | 减仓 |
| HACK | AMPLIFY ETF TR | $21.00万 | 0.07% | 2,796 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $21.19万 | 0.07% | 8,215 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $21.28万 | 0.07% | 2,579 | 47 | 1.9% | $3,878 | 重新持有 |
| BIL | SPDR SERIES TRUST | $21.31万 | 0.07% | 2,325 | -1,830 | -44.0% | -$16.77万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $21.35万 | 0.07% | 2,789 | 2,789 | — | $21.35万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.61万 | 0.07% | 1,186 | 1,186 | — | $21.61万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $21.80万 | 0.07% | 5,430 | 127 | 2.4% | $5,098 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.85万 | 0.07% | 3,702 | 3,702 | — | $21.85万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $21.97万 | 0.07% | 8,858 | 207 | 2.4% | $5,134 | 加仓 |
| ITOT | ISHARES TR | $22.06万 | 0.07% | 1,549 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.49万 | 0.07% | 831 | -46 | -5.2% | -$1.24万 | 减仓 |
| — | SSGA ACTIVE TR | $22.60万 | 0.07% | 9,131 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $22.64万 | 0.07% | 670 | 670 | — | $22.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $23.25万 | 0.08% | 1,406 | 34 | 2.5% | $5,622 | 加仓 |
| IJR | ISHARES TR | $23.57万 | 0.08% | 1,896 | 158 | 9.1% | $1.96万 | 重新持有 |
| LIN | LINDE PLC | $23.65万 | 0.08% | 477 | 35 | 7.9% | $1.74万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $24.49万 | 0.08% | 1,177 | 30 | 2.6% | $6,243 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.63万 | 0.08% | 2,652 | 52 | 2.0% | $4,830 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.49万 | 0.08% | 12,208 | 12,208 | — | $25.49万 | 新建仓 |
| NET | CLOUDFLARE INC | $25.50万 | 0.08% | 1,236 | 1,236 | — | $25.50万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $26.04万 | 0.09% | 2,536 | 40 | 1.6% | $4,107 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.51万 | 0.09% | 1,453 | 27 | 1.9% | $4,926 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $27.53万 | 0.09% | 944 | 44 | 4.9% | $1.28万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.80万 | 0.09% | 7,236 | -548 | -7.0% | -$2.11万 | 减仓 |
| MBB | ISHARES TR | $27.89万 | 0.09% | 2,937 | 108 | 3.8% | $1.03万 | 加仓 |
| INTC | INTEL CORP | $27.92万 | 0.09% | 6,327 | 203 | 3.3% | $8,958 | 加仓 |
| HR | HEALTHCARE RLTY TR | $28.67万 | 0.09% | 16,876 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.77万 | 0.10% | 5,968 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $29.81万 | 0.10% | 6,665 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $30.34万 | 0.10% | 4,081 | -354 | -8.0% | -$2.63万 | 减仓 |
| XBI | SPDR SERIES TRUST | $30.83万 | 0.10% | 2,414 | 485 | 25.1% | $6.19万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $30.99万 | 0.10% | 9,619 | 9,619 | — | $30.99万 | 新建仓 |
| IGM | ISHARES TR | $31.19万 | 0.10% | 2,632 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $31.23万 | 0.10% | 7,918 | 7,918 | — | $31.23万 | 新建仓 |
| IYE | ISHARES TR | $32.18万 | 0.11% | 4,968 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $33.30万 | 0.11% | 5,723 | -613 | -9.7% | -$3.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.58万 | 0.11% | 337 | 17 | 5.3% | $1.69万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $33.79万 | 0.11% | 5,778 | 1,829 | 46.3% | $10.70万 | 加仓 |
| JNK | SPDR SERIES TRUST | $33.80万 | 0.11% | 3,531 | 976 | 38.2% | $9.34万 | 加仓 |
| DG | DOLLAR GEN CORP | $33.80万 | 0.11% | 2,847 | 2,847 | — | $33.80万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.85万 | 0.11% | 5,972 | 172 | 3.0% | $9,749 | 加仓 |
| PEP | PEPSICO INC | $34.42万 | 0.11% | 2,216 | 81 | 3.8% | $1.26万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $34.54万 | 0.11% | 4,802 | 958 | 24.9% | $6.89万 | 加仓 |
| IVW | ISHARES TR | $34.82万 | 0.11% | 3,078 | 235 | 8.3% | $2.66万 | 加仓 |
| WM | WASTE MGMT INC DEL | $35.16万 | 0.12% | 1,530 | 63 | 4.3% | $1.45万 | 加仓 |
| IAGG | ISHARES TR | $35.66万 | 0.12% | 7,126 | 204 | 2.9% | $1.02万 | 加仓 |
| IUSB | ISHARES TR | $35.67万 | 0.12% | 7,722 | 370 | 5.0% | $1.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.19万 | 0.12% | 2,511 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $37.52万 | 0.12% | 2,496 | 698 | 38.8% | $10.49万 | 加仓 |
| DE | DEERE & CO | $37.80万 | 0.12% | 671 | 131 | 24.3% | $7.38万 | 加仓 |
| PAVE | GLOBAL X FDS | $38.11万 | 0.12% | 7,500 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.54万 | 0.13% | 1,274 | 17 | 1.4% | $5,142 | 加仓 |
| SHOP | SHOPIFY INC | $38.82万 | 0.13% | 3,273 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $39.86万 | 0.13% | 1,643 | 58 | 3.7% | $1.41万 | 加仓 |
| IEMG | ISHARES INC | $40.05万 | 0.13% | 5,742 | 367 | 6.8% | $2.56万 | 加仓 |
| MYCH | SSGA ACTIVE TR | $40.44万 | 0.13% | 16,204 | -255 | -1.5% | -$6,364 | 减仓 |
| IVE | ISHARES TR | $40.60万 | 0.13% | 1,923 | 534 | 38.4% | $11.28万 | 加仓 |
| IVZ | INVESCO LTD | $40.65万 | 0.13% | 16,735 | 1,798 | 12.0% | $4.37万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $40.77万 | 0.13% | 15,501 | 2,146 | 16.1% | $5.64万 | 加仓 |
| FSLR | FIRST SOLAR INC | $41.72万 | 0.14% | 2,115 | 612 | 40.7% | $12.07万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $42.01万 | 0.14% | 6,264 | 595 | 10.5% | $3.99万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $42.50万 | 0.14% | 15,607 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $43.37万 | 0.14% | 868 | 5 | 0.6% | $2,498 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $43.44万 | 0.14% | 8,690 | -100 | -1.1% | -$4,999 | 减仓 |
| SPLB | SPDR SERIES TRUST | $44.76万 | 0.15% | 20,144 | 7,097 | 54.4% | $15.77万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $45.19万 | 0.15% | 8,284 | 6 | 0.1% | $327 | 加仓 |
| RKLB | ROCKET LAB CORP | $46.19万 | 0.15% | 7,192 | 1,087 | 17.8% | $6.98万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $46.92万 | 0.15% | 13,581 | 13,581 | — | $46.92万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $47.50万 | 0.16% | 2,937 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $47.69万 | 0.16% | 1,578 | 4 | 0.3% | $1,209 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $47.76万 | 0.16% | 7,797 | 355 | 4.8% | $2.17万 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.43万 | 0.16% | 1,849 | 44 | 2.4% | $1.15万 | 加仓 |
| SDY | SPDR SERIES TRUST | $48.80万 | 0.16% | 3,344 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $49.07万 | 0.16% | 6,586 | 1,012 | 18.2% | $7.54万 | 加仓 |
| SNPS | SYNOPSYS INC | $49.40万 | 0.16% | 1,246 | 571 | 84.6% | $22.64万 | 加仓 |
| ISTB | ISHARES TR | $50.51万 | 0.17% | 10,424 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $50.94万 | 0.17% | 7,008 | 261 | 3.9% | $1.90万 | 加仓 |
| HYLB | DBX ETF TR | $50.98万 | 0.17% | 14,098 | -240 | -1.7% | -$8,678 | 减仓 |
| TSLA | TESLA INC | $51.08万 | 0.17% | 1,374 | 127 | 10.2% | $4.72万 | 加仓 |
| BALL | BALL CORP | $51.33万 | 0.17% | 8,684 | 8,684 | — | $51.33万 | 新建仓 |
| DIS | DISNEY WALT CO | $51.52万 | 0.17% | 5,345 | 26 | 0.5% | $2,506 | 加仓 |
| EFA | ISHARES TR | $51.67万 | 0.17% | 5,320 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $52.04万 | 0.17% | 2,129 | 129 | 6.5% | $3.15万 | 加仓 |