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 |
|---|---|---|---|---|---|---|---|---|
| PNQI | INVESCO EXCHANGE TRADED FD T | $29.81万 | 0.10% | 6,665 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.77万 | 0.10% | 5,968 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $28.67万 | 0.09% | 16,876 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.92万 | 0.09% | 6,327 | 203 | 3.3% | $8,958 | 加仓 |
| MBB | ISHARES TR | $27.89万 | 0.09% | 2,937 | 108 | 3.8% | $1.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.80万 | 0.09% | 7,236 | -548 | -7.0% | -$2.11万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $27.53万 | 0.09% | 944 | 44 | 4.9% | $1.28万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.51万 | 0.09% | 1,453 | 27 | 1.9% | $4,926 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.04万 | 0.09% | 2,536 | 40 | 1.6% | $4,107 | 加仓 |
| NET | CLOUDFLARE INC | $25.50万 | 0.08% | 1,236 | 1,236 | — | $25.50万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.49万 | 0.08% | 12,208 | 12,208 | — | $25.49万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $24.63万 | 0.08% | 2,652 | 52 | 2.0% | $4,830 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.49万 | 0.08% | 1,177 | 30 | 2.6% | $6,243 | 加仓 |
| LIN | LINDE PLC | $23.65万 | 0.08% | 477 | 35 | 7.9% | $1.74万 | 重新持有 |
| IJR | ISHARES TR | $23.57万 | 0.08% | 1,896 | 158 | 9.1% | $1.96万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $23.25万 | 0.08% | 1,406 | 34 | 2.5% | $5,622 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $22.64万 | 0.07% | 670 | 670 | — | $22.64万 | 新建仓 |
| — | SSGA ACTIVE TR | $22.60万 | 0.07% | 9,131 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.49万 | 0.07% | 831 | -46 | -5.2% | -$1.24万 | 减仓 |
| ITOT | ISHARES TR | $22.06万 | 0.07% | 1,549 | 0 | 0.0% | — | 不变 |
| EMHC | SPDR SERIES TRUST | $21.97万 | 0.07% | 8,858 | 207 | 2.4% | $5,134 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.85万 | 0.07% | 3,702 | 3,702 | — | $21.85万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $21.80万 | 0.07% | 5,430 | 127 | 2.4% | $5,098 | 加仓 |
| PSX | PHILLIPS 66 | $21.61万 | 0.07% | 1,186 | 1,186 | — | $21.61万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $21.35万 | 0.07% | 2,789 | 2,789 | — | $21.35万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $21.31万 | 0.07% | 2,325 | -1,830 | -44.0% | -$16.77万 | 重新持有 |
| SCI | SERVICE CORP INTL | $21.28万 | 0.07% | 2,579 | 47 | 1.9% | $3,878 | 重新持有 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $21.19万 | 0.07% | 8,215 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $21.00万 | 0.07% | 2,796 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.82万 | 0.07% | 1,098 | -91 | -7.7% | -$1.73万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $20.75万 | 0.07% | 6,188 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $20.64万 | 0.07% | 631 | -306 | -32.7% | -$10.01万 | 重新持有 |
| TMUS | T-MOBILE US INC | $20.62万 | 0.07% | 982 | 58 | 6.3% | $1.22万 | 重新持有 |
| — | SSGA ACTIVE TR | $20.11万 | 0.07% | 8,044 | -118 | -1.4% | -$2,950 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $18.46万 | 0.06% | 11,623 | 3,907 | 50.6% | $6.20万 | 加仓 |
| F | FORD MTR CO | $14.54万 | 0.05% | 12,600 | 577 | 4.8% | $6,659 | 加仓 |
| 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 |