Global Wealth Management, LLC
KINGSTON NJ · SEC CIK 0002039738
$1.96亿2026Q2 申报市值
47持仓数
78.4%前十大占比 · 第一大 13.0%
4 / 2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
VUSB 加仓+$51.20万
AVUV 新建仓+$34.73万
SCHD 加仓+$34.29万
UNH 新建仓+$29.30万
AVDV 新建仓+$22.07万
2026Q2 卖出最多 按季末市值估算
JMST 减仓-$103.60万
IJH 减仓-$41.59万
AMZN 减仓-$31.22万
VXUS 清仓-$30.21万
EXXON MOBIL CORP 清仓-$23.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $2,562.21万 | 13.05% | 502,395 | -20,313 | -3.9% | -$103.60万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,347.49万 | 11.95% | 810,599 | -7,155 | -0.9% | -$20.72万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,242.76万 | 11.42% | 450,535 | 10,285 | 2.3% | $51.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,994.08万 | 10.15% | 628,850 | 10,815 | 1.7% | $34.29万 | 加仓 |
| IVV | ISHARES TR | $1,748.27万 | 8.90% | 23,345 | 20 | 0.1% | $1.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,212.32万 | 6.17% | 51,235 | 60 | 0.1% | $1.42万 | 加仓 |
| IJR | ISHARES TR | $1,086.65万 | 5.53% | 73,269 | -1,232 | -1.7% | -$18.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $815.39万 | 4.15% | 22,035 | 20 | 0.1% | $7,401 | 加仓 |
| IJH | ISHARES TR | $723.57万 | 3.68% | 93,836 | -5,393 | -5.4% | -$41.59万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $666.55万 | 3.39% | 132,699 | 1,819 | 1.4% | $9.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $579.74万 | 2.95% | 7,873 | 110 | 1.4% | $8.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $573.36万 | 2.92% | 26,947 | 64 | 0.2% | $1.36万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $431.21万 | 2.20% | 76,701 | -340 | -0.4% | -$1.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $409.89万 | 2.09% | 54,283 | 317 | 0.6% | $2.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $352.68万 | 1.80% | 29,508 | 4 | 0.0% | $478 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $334.12万 | 1.70% | 39,895 | 1,186 | 3.1% | $9.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $205.13万 | 1.04% | 8,077 | 1 | 0.0% | $254 | 加仓 |
| IWD | ISHARES TR | $168.83万 | 0.86% | 6,964 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $76.40万 | 0.39% | 1,866 | 4 | 0.2% | $1,638 | 加仓 |
| AAPL | APPLE INC | $75.63万 | 0.39% | 2,614 | 2 | 0.1% | $579 | 加仓 |
| AMZN | AMAZON COM INC | $72.46万 | 0.37% | 3,040 | -1,310 | -30.1% | -$31.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $72.37万 | 0.37% | 1,940 | 4 | 0.2% | $1,492 | 加仓 |
| GLD | SPDR GOLD TR | $62.40万 | 0.32% | 1,694 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $62.16万 | 0.32% | 4,140 | 311 | 8.1% | $4.67万 | 加仓 |
| XME | SPDR SERIES TRUST | $61.39万 | 0.31% | 5,741 | 2 | 0.0% | $214 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.96万 | 0.30% | 1,015 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.86万 | 0.29% | 17,382 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.13万 | 0.21% | 4,775 | 5 | 0.1% | $431 | 加仓 |
| IEZ | ISHARES TR | $38.28万 | 0.19% | 14,231 | 32 | 0.2% | $861 | 加仓 |
| OIH | VANECK ETF TRUST | $37.39万 | 0.19% | 1,005 | 275 | 37.7% | $10.23万 | 加仓 |
| GOOG | ALPHABET INC | $36.31万 | 0.18% | 1,028 | 1 | 0.1% | $353 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $34.73万 | 0.18% | 2,784 | 2,784 | — | $34.73万 | 新建仓 |
| OEF | ISHARES TR | $32.45万 | 0.17% | 887 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $30.90万 | 0.16% | 1,544 | -300 | -16.3% | -$6.00万 | 减仓 |
| AMGN | AMGEN INC | $30.85万 | 0.16% | 852 | 3 | 0.4% | $1,086 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $30.19万 | 0.15% | 3,951 | 36 | 0.9% | $2,751 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $29.91万 | 0.15% | 5,933 | 49 | 0.8% | $2,470 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.30万 | 0.15% | 705 | 705 | — | $29.30万 | 新建仓 |
| AVGO | BROADCOM INC | $28.33万 | 0.14% | 750 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.30万 | 0.14% | 2,410 | 9 | 0.4% | $1,019 | 加仓 |
| SLV | ISHARES SILVER TR | $24.32万 | 0.12% | 4,548 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $23.97万 | 0.12% | 671 | 1 | 0.1% | $357 | 重新持有 |
| SDY | SPDR SERIES TRUST | $22.50万 | 0.11% | 1,478 | 8 | 0.5% | $1,218 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $22.07万 | 0.11% | 2,141 | 2,141 | — | $22.07万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $21.58万 | 0.11% | 1,173 | 3 | 0.3% | $552 | 加仓 |
| SIL | GLOBAL X FDS | $21.51万 | 0.11% | 2,777 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.79万 | 0.11% | 556 | 556 | — | $20.79万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,918 | -100.0% | -$30.21万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,378 | -100.0% | -$23.38万 | 清仓 |