Global Wealth Management, LLC
KINGSTON NJ · SEC CIK 0002039738
$1.83亿2026Q1 申报市值
44持仓数
78.4%前十大占比 · 第一大 14.5%
7 / 3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
VTIP 新建仓+$653.75万
VUSB 加仓+$304.58万
VEU 新建仓+$290.70万
XME 新建仓+$61.99万
IEZ 新建仓+$41.11万
2026Q1 卖出最多 按季末市值估算
BND 清仓-$861.67万
IVV 减仓-$189.43万
SCHB 减仓-$152.73万
SCHD 减仓-$151.24万
QQQ 减仓-$90.27万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -116,332 | -100.0% | -$861.67万 | 清仓 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -1,718 | -100.0% | -$26.65万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,366 | -100.0% | -$21.86万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $20.65万 | 0.11% | 1,015 | 50 | 5.2% | $1.02万 | 加仓 |
| VOX | VANGUARD WORLD FD | $21.04万 | 0.11% | 1,170 | 3 | 0.3% | $540 | 加仓 |
| SDY | SPDR SERIES TRUST | $21.45万 | 0.12% | 1,470 | 8 | 0.5% | $1,167 | 加仓 |
| AVGO | BROADCOM INC | $23.21万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.38万 | 0.13% | 1,378 | 1,378 | — | $23.38万 | 新建仓 |
| SIL | GLOBAL X FDS | $25.02万 | 0.14% | 2,777 | 101 | 3.8% | $9,099 | 加仓 |
| OEF | ISHARES TR | $28.21万 | 0.15% | 887 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $29.20万 | 0.16% | 5,884 | 47 | 0.8% | $2,333 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $29.42万 | 0.16% | 3,915 | 24 | 0.6% | $1,804 | 加仓 |
| GOOG | ALPHABET INC | $29.47万 | 0.16% | 1,027 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $29.51万 | 0.16% | 730 | 730 | — | $29.51万 | 新建仓 |
| WMT | WALMART INC | $29.84万 | 0.16% | 2,401 | 5 | 0.2% | $621 | 加仓 |
| AMGN | AMGEN INC | $29.86万 | 0.16% | 849 | 3 | 0.4% | $1,055 | 加仓 |
| VXUS | VANGUARD STAR FDS | $30.21万 | 0.16% | 3,918 | 3,918 | — | $30.21万 | 新建仓 |
| SLV | ISHARES SILVER TR | $30.99万 | 0.17% | 4,548 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $32.15万 | 0.18% | 1,844 | -300 | -14.0% | -$5.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.74万 | 0.19% | 795 | -81 | -9.2% | -$3.54万 | 减仓 |
| IEZ | ISHARES TR | $41.11万 | 0.22% | 14,199 | 14,199 | — | $41.11万 | 新建仓 |
| XME | SPDR SERIES TRUST | $61.99万 | 0.34% | 5,739 | 5,739 | — | $61.99万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $66.27万 | 0.36% | 3,829 | 21 | 0.6% | $3,634 | 加仓 |
| AAPL | APPLE INC | $66.30万 | 0.36% | 2,612 | 1 | 0.0% | $254 | 加仓 |
| IWB | ISHARES TR | $66.39万 | 0.36% | 1,862 | 5 | 0.3% | $1,783 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.78万 | 0.36% | 17,382 | 3,531 | 25.5% | $13.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $71.66万 | 0.39% | 1,936 | 229 | 13.4% | $8.48万 | 加仓 |
| GLD | SPDR GOLD TR | $72.89万 | 0.40% | 1,694 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $90.60万 | 0.49% | 4,350 | -1,000 | -18.7% | -$20.83万 | 减仓 |
| IWD | ISHARES TR | $148.80万 | 0.81% | 6,964 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $197.41万 | 1.08% | 8,076 | -1,587 | -16.4% | -$38.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $257.33万 | 1.40% | 3,688 | -295 | -7.4% | -$20.58万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $290.70万 | 1.58% | 38,709 | 38,709 | — | $290.70万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $448.04万 | 2.44% | 7,763 | -1,564 | -16.8% | -$90.27万 | 减仓 |
| IAU | ISHARES GOLD TR | $475.76万 | 2.59% | 53,966 | 3,883 | 7.8% | $34.23万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $515.94万 | 2.81% | 26,883 | -545 | -2.0% | -$10.46万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $551.69万 | 3.01% | 77,041 | 750 | 1.0% | $5.37万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $653.75万 | 3.56% | 130,880 | 130,880 | — | $653.75万 | 新建仓 |
| IJH | ISHARES TR | $670.09万 | 3.65% | 99,229 | -728 | -0.7% | -$4.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $706.27万 | 3.85% | 22,015 | -870 | -3.8% | -$27.91万 | 减仓 |
| IJR | ISHARES TR | $926.12万 | 5.05% | 74,501 | -6,838 | -8.4% | -$85.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,100.58万 | 6.00% | 51,175 | -1,927 | -3.6% | -$41.44万 | 减仓 |
| IVV | ISHARES TR | $1,523.63万 | 8.31% | 23,325 | -2,900 | -11.1% | -$189.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,896.13万 | 10.34% | 618,035 | -49,297 | -7.4% | -$151.24万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,052.56万 | 11.19% | 817,754 | -60,847 | -6.9% | -$152.73万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,191.78万 | 11.95% | 440,250 | 61,180 | 16.1% | $304.58万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,664.77万 | 14.53% | 522,708 | 6 | 0.0% | $306 | 加仓 |