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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $91.85万 | 0.30% | 2,676 | 526 | 24.5% | $18.05万 | 加仓 |
| XHB | SPDR SERIES TRUST | $91.77万 | 0.30% | 9,296 | 487 | 5.5% | $4.81万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $90.85万 | 0.30% | 1,892 | 320 | 20.4% | $15.37万 | 加仓 |
| GE | GE AEROSPACE | $90.41万 | 0.30% | 3,186 | 507 | 18.9% | $14.39万 | 加仓 |
| BA | BOEING CO | $89.05万 | 0.29% | 4,474 | 449 | 11.2% | $8.94万 | 加仓 |
| IAI | ISHARES TR | $88.61万 | 0.29% | 5,397 | 326 | 6.4% | $5.35万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $85.58万 | 0.28% | 28,254 | 20 | 0.1% | $606 | 加仓 |
| NUE | NUCOR CORP | $85.45万 | 0.28% | 5,053 | 267 | 5.6% | $4.52万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $84.35万 | 0.28% | 1,821 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $84.26万 | 0.28% | 17,947 | 27 | 0.2% | $1,268 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.96万 | 0.27% | 1,731 | 92 | 5.6% | $4.41万 | 加仓 |
| CMI | CUMMINS INC | $82.69万 | 0.27% | 1,537 | 1,537 | — | $82.69万 | 新建仓 |
| — | SSGA ACTIVE TR | $80.91万 | 0.26% | 32,619 | -545 | -1.6% | -$1.35万 | 减仓 |
| T | AT&T INC | $79.98万 | 0.26% | 27,588 | 1,575 | 6.1% | $4.57万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $79.62万 | 0.26% | 8,132 | 1,831 | 29.1% | $17.93万 | 加仓 |
| QLD | PROSHARES TR | $78.47万 | 0.26% | 12,864 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $78.45万 | 0.26% | 18,577 | 1,090 | 6.2% | $4.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.32万 | 0.26% | 5,354 | 1,101 | 25.9% | $16.11万 | 加仓 |
| UGI | UGI CORP NEW | $78.09万 | 0.26% | 21,441 | 830 | 4.0% | $3.02万 | 加仓 |
| MS | MORGAN STANLEY | $76.92万 | 0.25% | 4,674 | 330 | 7.6% | $5.43万 | 加仓 |
| FISR | SSGA ACTIVE TR | $75.40万 | 0.25% | 29,315 | 7,562 | 34.8% | $19.45万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $75.03万 | 0.25% | 11,971 | 776 | 6.9% | $4.86万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $74.38万 | 0.24% | 8,727 | 69 | 0.8% | $5,881 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $73.72万 | 0.24% | 871 | 17 | 2.0% | $1.44万 | 加仓 |
| NRG | NRG ENERGY INC | $73.06万 | 0.24% | 4,999 | 255 | 5.4% | $3.73万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $71.92万 | 0.24% | 14,392 | 726 | 5.3% | $3.63万 | 加仓 |
| — | SSGA ACTIVE TR | $71.09万 | 0.23% | 28,577 | -477 | -1.6% | -$1.19万 | 减仓 |
| GLW | CORNING INC | $69.93万 | 0.23% | 5,143 | 904 | 21.3% | $12.29万 | 加仓 |
| — | SSGA ACTIVE TR | $68.47万 | 0.22% | 27,633 | 10,902 | 65.2% | $27.01万 | 加仓 |
| VIS | VANGUARD WORLD FD | $67.78万 | 0.22% | 2,171 | 140 | 6.9% | $4.37万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $66.04万 | 0.22% | 11,180 | 209 | 1.9% | $1.23万 | 加仓 |
| CVS | CVS HEALTH CORP | $65.46万 | 0.21% | 9,115 | 345 | 3.9% | $2.48万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $64.47万 | 0.21% | 2,343 | 38 | 1.6% | $1.05万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $63.67万 | 0.21% | 8,249 | -1 | -0.0% | -$77 | 减仓 |
| KO | COCA COLA CO | $61.88万 | 0.20% | 8,136 | 191 | 2.4% | $1.45万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.07万 | 0.19% | 1,513 | 463 | 44.1% | $18.08万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $55.95万 | 0.18% | 8,134 | 42 | 0.5% | $2,889 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $55.67万 | 0.18% | 28,504 | -498 | -1.7% | -$9,726 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $55.61万 | 0.18% | 4,184 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $55.32万 | 0.18% | 3,821 | 25 | 0.7% | $3,620 | 加仓 |
| TXN | TEXAS INSTRS INC | $54.36万 | 0.18% | 2,800 | 12 | 0.4% | $2,330 | 加仓 |
| VOX | VANGUARD WORLD FD | $54.01万 | 0.18% | 3,003 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $53.61万 | 0.18% | 1,732 | 70 | 4.2% | $2.17万 | 加仓 |
| TJX | TJX COS INC NEW | $52.80万 | 0.17% | 3,306 | 81 | 2.5% | $1.29万 | 加仓 |
| IJH | ISHARES TR | $52.33万 | 0.17% | 7,749 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $52.13万 | 0.17% | 21,075 | 4,311 | 25.7% | $10.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.04万 | 0.17% | 2,129 | 129 | 6.5% | $3.15万 | 加仓 |
| EFA | ISHARES TR | $51.67万 | 0.17% | 5,320 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.52万 | 0.17% | 5,345 | 26 | 0.5% | $2,506 | 加仓 |
| BALL | BALL CORP | $51.33万 | 0.17% | 8,684 | 8,684 | — | $51.33万 | 新建仓 |
| TSLA | TESLA INC | $51.08万 | 0.17% | 1,374 | 127 | 10.2% | $4.72万 | 加仓 |
| HYLB | DBX ETF TR | $50.98万 | 0.17% | 14,098 | -240 | -1.7% | -$8,678 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $50.94万 | 0.17% | 7,008 | 261 | 3.9% | $1.90万 | 加仓 |
| ISTB | ISHARES TR | $50.51万 | 0.17% | 10,424 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $49.40万 | 0.16% | 1,246 | 571 | 84.6% | $22.64万 | 加仓 |
| GM | GENERAL MTRS CO | $49.07万 | 0.16% | 6,586 | 1,012 | 18.2% | $7.54万 | 加仓 |
| SDY | SPDR SERIES TRUST | $48.80万 | 0.16% | 3,344 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $48.43万 | 0.16% | 1,849 | 44 | 2.4% | $1.15万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $47.76万 | 0.16% | 7,797 | 355 | 4.8% | $2.17万 | 加仓 |
| V | VISA INC | $47.69万 | 0.16% | 1,578 | 4 | 0.3% | $1,209 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $47.50万 | 0.16% | 2,937 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $46.92万 | 0.15% | 13,581 | 13,581 | — | $46.92万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $46.19万 | 0.15% | 7,192 | 1,087 | 17.8% | $6.98万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $45.19万 | 0.15% | 8,284 | 6 | 0.1% | $327 | 加仓 |
| SPLB | SPDR SERIES TRUST | $44.76万 | 0.15% | 20,144 | 7,097 | 54.4% | $15.77万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $43.44万 | 0.14% | 8,690 | -100 | -1.1% | -$4,999 | 减仓 |
| MA | MASTERCARD INCORPORATED | $43.37万 | 0.14% | 868 | 5 | 0.6% | $2,498 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $42.50万 | 0.14% | 15,607 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $42.01万 | 0.14% | 6,264 | 595 | 10.5% | $3.99万 | 加仓 |
| FSLR | FIRST SOLAR INC | $41.72万 | 0.14% | 2,115 | 612 | 40.7% | $12.07万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $40.77万 | 0.13% | 15,501 | 2,146 | 16.1% | $5.64万 | 加仓 |
| IVZ | INVESCO LTD | $40.65万 | 0.13% | 16,735 | 1,798 | 12.0% | $4.37万 | 加仓 |
| IVE | ISHARES TR | $40.60万 | 0.13% | 1,923 | 534 | 38.4% | $11.28万 | 加仓 |
| MYCH | SSGA ACTIVE TR | $40.44万 | 0.13% | 16,204 | -255 | -1.5% | -$6,364 | 减仓 |
| IEMG | ISHARES INC | $40.05万 | 0.13% | 5,742 | 367 | 6.8% | $2.56万 | 加仓 |
| UNP | UNION PAC CORP | $39.86万 | 0.13% | 1,643 | 58 | 3.7% | $1.41万 | 加仓 |
| SHOP | SHOPIFY INC | $38.82万 | 0.13% | 3,273 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.54万 | 0.13% | 1,274 | 17 | 1.4% | $5,142 | 加仓 |
| PAVE | GLOBAL X FDS | $38.11万 | 0.12% | 7,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $37.80万 | 0.12% | 671 | 131 | 24.3% | $7.38万 | 加仓 |
| VST | VISTRA CORP | $37.52万 | 0.12% | 2,496 | 698 | 38.8% | $10.49万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.19万 | 0.12% | 2,511 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $35.67万 | 0.12% | 7,722 | 370 | 5.0% | $1.71万 | 加仓 |
| IAGG | ISHARES TR | $35.66万 | 0.12% | 7,126 | 204 | 2.9% | $1.02万 | 加仓 |
| WM | WASTE MGMT INC DEL | $35.16万 | 0.12% | 1,530 | 63 | 4.3% | $1.45万 | 加仓 |
| IVW | ISHARES TR | $34.82万 | 0.11% | 3,078 | 235 | 8.3% | $2.66万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $34.54万 | 0.11% | 4,802 | 958 | 24.9% | $6.89万 | 加仓 |
| PEP | PEPSICO INC | $34.42万 | 0.11% | 2,216 | 81 | 3.8% | $1.26万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.85万 | 0.11% | 5,972 | 172 | 3.0% | $9,749 | 加仓 |
| DG | DOLLAR GEN CORP | $33.80万 | 0.11% | 2,847 | 2,847 | — | $33.80万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $33.80万 | 0.11% | 3,531 | 976 | 38.2% | $9.34万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $33.79万 | 0.11% | 5,778 | 1,829 | 46.3% | $10.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.58万 | 0.11% | 337 | 17 | 5.3% | $1.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $33.30万 | 0.11% | 5,723 | -613 | -9.7% | -$3.57万 | 减仓 |
| IYE | ISHARES TR | $32.18万 | 0.11% | 4,968 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $31.23万 | 0.10% | 7,918 | 7,918 | — | $31.23万 | 新建仓 |
| IGM | ISHARES TR | $31.19万 | 0.10% | 2,632 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $30.99万 | 0.10% | 9,619 | 9,619 | — | $30.99万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $30.83万 | 0.10% | 2,414 | 485 | 25.1% | $6.19万 | 加仓 |
| EFV | ISHARES TR | $30.34万 | 0.10% | 4,081 | -354 | -8.0% | -$2.63万 | 减仓 |