Global Trust Wealth Management LLC
WEST PALM BEACH FL · SEC CIK 0002065265
$1.32亿2026Q1 申报市值
83持仓数
48.8%前十大占比 · 第一大 12.7%
3 / 5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
JNK 加仓+$57.42万
XLRE 加仓+$49.13万
KO 新建仓+$47.22万
LQD 加仓+$44.73万
EXXON MOBIL CORP 加仓+$42.02万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$83.34万
IJH 减仓-$74.24万
SPY 减仓-$55.41万
CAT 减仓-$35.00万
IWP 减仓-$31.61万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,676.33万 | 12.67% | 25,776 | -852 | -3.2% | -$55.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $831.06万 | 6.28% | 25,905 | 190 | 0.7% | $6.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $720.20万 | 5.44% | 12,478 | -1,444 | -10.4% | -$83.34万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $585.21万 | 4.42% | 75,892 | 29 | 0.0% | $2,236 | 加仓 |
| IJH | ISHARES TR | $537.00万 | 4.06% | 79,520 | -10,994 | -12.1% | -$74.24万 | 减仓 |
| IJR | ISHARES TR | $523.97万 | 3.96% | 42,150 | 434 | 1.0% | $5.40万 | 加仓 |
| LQD | ISHARES TR | $486.30万 | 3.67% | 44,619 | 4,104 | 10.1% | $44.73万 | 加仓 |
| IEFA | ISHARES TR | $425.69万 | 3.22% | 47,022 | -1,664 | -3.4% | -$15.06万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $340.69万 | 2.57% | 29,428 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $328.93万 | 2.49% | 12,961 | -9 | -0.1% | -$2,284 | 减仓 |
| AGG | ISHARES TR | $305.77万 | 2.31% | 30,802 | 1,722 | 5.9% | $17.09万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $297.77万 | 2.25% | 9,852 | 332 | 3.5% | $10.03万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $258.33万 | 1.95% | 53,762 | 6,091 | 12.8% | $29.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $255.45万 | 1.93% | 13,020 | -778 | -5.6% | -$15.26万 | 减仓 |
| JNK | SPDR SERIES TRUST | $247.15万 | 1.87% | 25,820 | 5,999 | 30.3% | $57.42万 | 加仓 |
| IWF | ISHARES TR | $219.12万 | 1.66% | 5,139 | -473 | -8.4% | -$20.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $208.65万 | 1.58% | 38,604 | 3,638 | 10.4% | $19.66万 | 加仓 |
| HYG | ISHARES TR | $205.92万 | 1.56% | 25,882 | -519 | -2.0% | -$4.13万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $193.60万 | 1.46% | 19,387 | 1,751 | 9.9% | $17.49万 | 加仓 |
| AVGO | BROADCOM INC | $177.17万 | 1.34% | 5,724 | -224 | -3.8% | -$6.93万 | 减仓 |
| CAT | CATERPILLAR INC | $174.56万 | 1.32% | 2,464 | -494 | -16.7% | -$35.00万 | 减仓 |
| GOOGL | ALPHABET INC | $162.99万 | 1.23% | 5,668 | -92 | -1.6% | -$2.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $158.72万 | 1.20% | 5,396 | -502 | -8.5% | -$14.77万 | 减仓 |
| IWP | ISHARES TR | $158.03万 | 1.19% | 12,335 | -2,467 | -16.7% | -$31.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $152.51万 | 1.15% | 8,745 | -81 | -0.9% | -$1.41万 | 减仓 |
| TSLA | TESLA INC | $143.16万 | 1.08% | 3,851 | 62 | 1.6% | $2.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $142.76万 | 1.08% | 3,857 | 150 | 4.0% | $5.55万 | 加仓 |
| WMT | WALMART INC | $136.91万 | 1.03% | 11,016 | 1,017 | 10.2% | $12.64万 | 加仓 |
| EFA | ISHARES TR | $135.79万 | 1.03% | 13,980 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $134.73万 | 1.02% | 32,997 | 12,032 | 57.4% | $49.13万 | 加仓 |
| META | META PLATFORMS INC | $131.42万 | 0.99% | 2,297 | -4 | -0.2% | -$2,289 | 减仓 |
| AMZN | AMAZON COM INC | $121.48万 | 0.92% | 5,833 | -60 | -1.0% | -$1.25万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $121.48万 | 0.92% | 24,450 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.86万 | 0.86% | 2,376 | 37 | 1.6% | $1.77万 | 加仓 |
| IWS | ISHARES TR | $112.81万 | 0.85% | 7,740 | -329 | -4.1% | -$4.79万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $109.48万 | 0.83% | 11,787 | 2,316 | 24.5% | $21.51万 | 加仓 |
| EEM | ISHARES TR | $107.07万 | 0.81% | 18,853 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $102.34万 | 0.77% | 1,500 | 379 | 33.8% | $25.86万 | 加仓 |
| LLY | ELI LILLY & CO | $100.62万 | 0.76% | 1,094 | 8 | 0.7% | $7,358 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $91.17万 | 0.69% | 26,020 | 3,227 | 14.2% | $11.31万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $89.87万 | 0.68% | 17,026 | 5,592 | 48.9% | $29.52万 | 加仓 |
| — | EXXON MOBIL CORP | $86.30万 | 0.65% | 5,087 | 2,477 | 94.9% | $42.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.74万 | 0.58% | 3,166 | 1,139 | 56.2% | $27.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $76.41万 | 0.58% | 19,662 | 201 | 1.0% | $7,811 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.06万 | 0.56% | 5,063 | -91 | -1.8% | -$1.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.33万 | 0.55% | 24,600 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $65.44万 | 0.49% | 8,220 | -316 | -3.7% | -$2.52万 | 减仓 |
| TMUS | T-MOBILE US INC | $63.74万 | 0.48% | 3,035 | 1,886 | 164.1% | $39.61万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $63.70万 | 0.48% | 6,475 | 2,947 | 83.5% | $28.99万 | 加仓 |
| PFF | ISHARES TR | $62.67万 | 0.47% | 20,670 | -165 | -0.8% | -$5,003 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $57.74万 | 0.44% | 13,840 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $54.45万 | 0.41% | 17,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $53.65万 | 0.41% | 1,775 | 486 | 37.7% | $14.69万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.91万 | 0.39% | 1,787 | 858 | 92.4% | $24.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.05万 | 0.38% | 16,000 | -500 | -3.0% | -$1.56万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $48.95万 | 0.37% | 10,200 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $47.22万 | 0.36% | 6,209 | 6,209 | — | $47.22万 | 新建仓 |
| FLOT | ISHARES TR | $43.83万 | 0.33% | 8,602 | -2,190 | -20.3% | -$11.16万 | 减仓 |
| NFLX | NETFLIX INC. | $43.27万 | 0.33% | 4,500 | -2,000 | -30.8% | -$19.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.89万 | 0.32% | 507 | -310 | -37.9% | -$26.23万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $42.85万 | 0.32% | 5,051 | -250 | -4.7% | -$2.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $39.48万 | 0.30% | 16,692 | -1,793 | -9.7% | -$4.24万 | 减仓 |
| DVY | ISHARES TR | $34.86万 | 0.26% | 2,302 | -1,324 | -36.5% | -$20.05万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $33.69万 | 0.25% | 3,050 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.37万 | 0.24% | 4,410 | -1,021 | -18.8% | -$7.26万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $31.28万 | 0.24% | 5,550 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.81万 | 0.20% | 1,255 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $26.50万 | 0.20% | 6,021 | -59 | -1.0% | -$2,597 | 减仓 |
| IVV | ISHARES TR | $25.55万 | 0.19% | 391 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $25.01万 | 0.19% | 5,627 | 341 | 6.5% | $1.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.92万 | 0.17% | 230 | -159 | -40.9% | -$15.85万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.87万 | 0.17% | 6,015 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.78万 | 0.17% | 456 | -187 | -29.1% | -$9.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $22.77万 | 0.17% | 381 | 41 | 12.1% | $2.45万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $22.43万 | 0.17% | 625 | -50 | -7.4% | -$1.79万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $22.30万 | 0.17% | 6,915 | 6,915 | — | $22.30万 | 新建仓 |
| KLAC | KLA CORP | $22.23万 | 0.17% | 151 | -180 | -54.4% | -$26.50万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.05万 | 0.17% | 476 | -49 | -9.3% | -$2.27万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.08万 | 0.16% | 5,385 | -415 | -7.2% | -$1.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.48万 | 0.15% | 1,418 | -497 | -26.0% | -$7.18万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $20.15万 | 0.15% | 848 | 50 | 6.3% | $1.19万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $11.54万 | 0.09% | 200 | 200 | — | $11.54万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1.64万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,000 | -100.0% | -$28.21万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -949 | -100.0% | -$24.48万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -650 | -100.0% | -$22.10万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -457 | -100.0% | -$22.08万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.31万 | 清仓 |