Global Financial Private Client, LLC
Sarasota FL · SEC CIK 0002023568
$3.69亿2026Q2 申报市值
246持仓数
24.6%前十大占比 · 第一大 4.9%
20 / 13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
DIMENSIONAL ETF 加仓+$171.82万
SPY 加仓+$135.62万
QNT 新建仓+$96.87万
VOO 加仓+$79.67万
DIMENSIONAL ETF 加仓+$74.35万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$342.01万
NRG 清仓-$73.06万
BALL 清仓-$51.33万
SPDW 减仓-$49.13万
UBER 清仓-$34.54万
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 |
|---|---|---|---|---|---|---|---|---|
| KCE | SPDR SERIES TRUST | $110.43万 | 0.30% | 7,500 | -78 | -1.0% | -$1.15万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $109.85万 | 0.30% | 3,101 | 425 | 15.9% | $15.06万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $109.29万 | 0.30% | 12,164 | 193 | 1.6% | $1.73万 | 加仓 |
| AFL | AFLAC INC | $107.67万 | 0.29% | 9,183 | 192 | 2.1% | $2.25万 | 加仓 |
| BA | BOEING CO | $106.35万 | 0.29% | 4,913 | 439 | 9.8% | $9.50万 | 加仓 |
| AOM | ISHARES TR | $105.96万 | 0.29% | 21,238 | -53 | -0.2% | -$2,644 | 减仓 |
| MS | MORGAN STANLEY | $100.49万 | 0.27% | 4,807 | 133 | 2.8% | $2.78万 | 加仓 |
| EXC | EXELON CORP | $99.77万 | 0.27% | 21,401 | 521 | 2.5% | $2.43万 | 加仓 |
| IAI | ISHARES TR | $97.31万 | 0.26% | 5,550 | 153 | 2.8% | $2.68万 | 加仓 |
| QNT | QUANTINUUM INC | $96.87万 | 0.26% | 11,851 | 11,851 | — | $96.87万 | 新建仓 |
| CVS | CVS HEALTH CORP | $96.06万 | 0.26% | 9,286 | 171 | 1.9% | $1.77万 | 加仓 |
| GLD | SPDR GOLD TR | $94.82万 | 0.26% | 2,574 | 71 | 2.8% | $2.62万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $94.02万 | 0.26% | 28,278 | 24 | 0.1% | $798 | 加仓 |
| IAU | ISHARES GOLD TR | $92.02万 | 0.25% | 12,186 | 944 | 8.4% | $7.13万 | 加仓 |
| INTC | INTEL CORP | $90.56万 | 0.25% | 6,486 | 159 | 2.5% | $2.22万 | 加仓 |
| — | SSGA ACTIVE TR | $90.11万 | 0.24% | 36,331 | -574 | -1.6% | -$1.42万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $90.06万 | 0.24% | 1,724 | -97 | -5.3% | -$5.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $89.34万 | 0.24% | 883 | 12 | 1.4% | $1.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.98万 | 0.24% | 1,778 | 47 | 2.7% | $2.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $88.28万 | 0.24% | 7,567 | 2,213 | 41.3% | $25.82万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $87.84万 | 0.24% | 20,073 | 1,496 | 8.1% | $6.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $86.96万 | 0.24% | 21,397 | 7,816 | 57.6% | $31.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $84.98万 | 0.23% | 2,851 | 51 | 1.8% | $1.52万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $84.21万 | 0.23% | 17,990 | 43 | 0.2% | $2,013 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $83.76万 | 0.23% | 10,355 | 200 | 2.0% | $1.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $83.69万 | 0.23% | 725 | 55 | 8.2% | $6.35万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $80.23万 | 0.22% | 8,751 | 24 | 0.3% | $2,200 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $79.71万 | 0.22% | 4,184 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $79.64万 | 0.22% | 2,210 | 39 | 1.8% | $1.41万 | 加仓 |
| — | SSGA ACTIVE TR | $79.51万 | 0.22% | 32,193 | -426 | -1.3% | -$1.05万 | 减仓 |
| UGI | UGI CORP NEW | $75.95万 | 0.21% | 21,990 | 549 | 2.6% | $1.90万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $75.25万 | 0.20% | 2,370 | 27 | 1.2% | $8,573 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $75.23万 | 0.20% | 14,800 | 408 | 2.8% | $2.07万 | 加仓 |
| JNK | SPDR SERIES TRUST | $73.94万 | 0.20% | 7,673 | 4,142 | 117.3% | $39.92万 | 加仓 |
| — | SSGA ACTIVE TR | $69.87万 | 0.19% | 28,205 | -372 | -1.3% | -$9,216 | 减仓 |
| AVGO | BROADCOM INC | $69.09万 | 0.19% | 1,829 | 97 | 5.6% | $3.66万 | 加仓 |
| GM | GENERAL MTRS CO | $68.48万 | 0.19% | 8,884 | 2,298 | 34.9% | $17.71万 | 加仓 |
| SNPS | SYNOPSYS INC | $67.94万 | 0.18% | 1,523 | 277 | 22.2% | $12.36万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $67.35万 | 0.18% | 11,528 | 348 | 3.1% | $2.03万 | 加仓 |
| — | SSGA ACTIVE TR | $67.13万 | 0.18% | 27,200 | -433 | -1.6% | -$1.07万 | 减仓 |
| KO | COCA COLA CO | $66.27万 | 0.18% | 8,154 | 18 | 0.2% | $1,463 | 加仓 |
| TSLA | TESLA INC | $64.94万 | 0.18% | 1,544 | 170 | 12.4% | $7.15万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $63.56万 | 0.17% | 8,287 | 38 | 0.5% | $2,915 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $63.16万 | 0.17% | 7,257 | 993 | 15.9% | $8.64万 | 加仓 |
| FSLR | FIRST SOLAR INC | $62.88万 | 0.17% | 2,665 | 550 | 26.0% | $12.98万 | 加仓 |
| RKLB | ROCKET LAB CORP | $62.23万 | 0.17% | 6,122 | -1,070 | -14.9% | -$10.88万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $61.56万 | 0.17% | 4,987 | 4,987 | — | $61.56万 | 新建仓 |
| DE | DEERE & CO | $61.47万 | 0.17% | 969 | 298 | 44.4% | $18.90万 | 加仓 |
| IJH | ISHARES TR | $59.75万 | 0.16% | 7,749 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $58.50万 | 0.16% | 3,848 | 27 | 0.7% | $4,105 | 加仓 |
| V | VISA INC | $58.46万 | 0.16% | 1,704 | 126 | 8.0% | $4.32万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $57.10万 | 0.15% | 6,854 | 6,854 | — | $57.10万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $57.05万 | 0.15% | 16,717 | 7,098 | 73.8% | $24.22万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $56.34万 | 0.15% | 8,174 | 40 | 0.5% | $2,757 | 加仓 |
| VB | VANGUARD INDEX FDS | $55.90万 | 0.15% | 1,844 | -5 | -0.3% | -$1,516 | 减仓 |
| EFA | ISHARES TR | $55.26万 | 0.15% | 5,320 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $55.24万 | 0.15% | 3,003 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $55.08万 | 0.15% | 7,209 | 201 | 2.9% | $1.54万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $55.02万 | 0.15% | 13,711 | 5,793 | 73.2% | $23.25万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $54.40万 | 0.15% | 2,937 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $54.10万 | 0.15% | 27,708 | -796 | -2.8% | -$1.55万 | 减仓 |
| VST | VISTRA CORP | $53.39万 | 0.14% | 3,366 | 870 | 34.9% | $13.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.60万 | 0.14% | 2,071 | -58 | -2.7% | -$1.47万 | 减仓 |
| — | SSGA ACTIVE TR | $50.99万 | 0.14% | 20,667 | -408 | -1.9% | -$1.01万 | 减仓 |
| SDY | SPDR SERIES TRUST | $50.89万 | 0.14% | 3,344 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $50.73万 | 0.14% | 13,891 | -207 | -1.5% | -$7,560 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $50.72万 | 0.14% | 8,284 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $50.69万 | 0.14% | 3,346 | 40 | 1.2% | $6,060 | 加仓 |
| ISTB | ISHARES TR | $50.30万 | 0.14% | 10,424 | 0 | 0.0% | — | 不变 |
| FISR | SSGA ACTIVE TR | $49.26万 | 0.13% | 19,205 | -10,110 | -34.5% | -$25.93万 | 减仓 |
| EIX | EDISON INTL | $49.23万 | 0.13% | 6,613 | 6,613 | — | $49.23万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $48.37万 | 0.13% | 6,765 | 987 | 17.1% | $7.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.43万 | 0.13% | 904 | 36 | 4.1% | $1.85万 | 加仓 |
| DIS | DISNEY WALT CO | $46.35万 | 0.13% | 4,816 | -529 | -9.9% | -$5.09万 | 减仓 |
| IVZ | INVESCO LTD | $45.92万 | 0.12% | 17,402 | 667 | 4.0% | $1.76万 | 加仓 |
| UNP | UNION PAC CORP | $45.61万 | 0.12% | 1,677 | 34 | 2.1% | $9,248 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.72万 | 0.12% | 1,322 | 48 | 3.8% | $1.62万 | 加仓 |
| PAVE | GLOBAL X FDS | $44.19万 | 0.12% | 7,500 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $44.02万 | 0.12% | 8,690 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $43.96万 | 0.12% | 8,277 | 480 | 6.2% | $2.55万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $43.44万 | 0.12% | 19,394 | -750 | -3.7% | -$1.68万 | 减仓 |
| XBI | SPDR SERIES TRUST | $43.28万 | 0.12% | 2,735 | 321 | 13.3% | $5.08万 | 加仓 |
| COHR | COHERENT CORP | $43.08万 | 0.12% | 1,092 | 1,092 | — | $43.08万 | 新建仓 |
| IGM | ISHARES TR | $43.05万 | 0.12% | 2,632 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $42.65万 | 0.12% | 15,607 | 0 | 0.0% | — | 不变 |
| MYCH | SSGA ACTIVE TR | $39.84万 | 0.11% | 15,998 | -206 | -1.3% | -$5,130 | 减仓 |
| NET | CLOUDFLARE INC | $39.69万 | 0.11% | 1,618 | 382 | 30.9% | $9.37万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.78万 | 0.11% | 933 | 102 | 12.3% | $4.24万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $38.53万 | 0.10% | 2,438 | -73 | -2.9% | -$1.15万 | 减仓 |
| SHOP | SHOPIFY INC | $37.71万 | 0.10% | 3,303 | 30 | 0.9% | $3,425 | 加仓 |
| IVW | ISHARES TR | $37.71万 | 0.10% | 2,742 | -336 | -10.9% | -$4.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.18万 | 0.10% | 640 | 640 | — | $37.18万 | 新建仓 |
| KLAC | KLA CORP | $36.96万 | 0.10% | 1,225 | 1,225 | — | $36.96万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $36.13万 | 0.10% | 5,313 | -410 | -7.2% | -$2.79万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $36.11万 | 0.10% | 8,442 | 8,442 | — | $36.11万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.98万 | 0.10% | 6,371 | 399 | 6.7% | $2.25万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $35.78万 | 0.10% | 8,386 | 8,386 | — | $35.78万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $34.04万 | 0.09% | 16,876 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $33.90万 | 0.09% | 3,857 | 1,068 | 38.3% | $9.39万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $33.89万 | 0.09% | 11,699 | 11,699 | — | $33.89万 | 新建仓 |