Global Trust Wealth Management LLC
WEST PALM BEACH FL · SEC CIK 0002065265
$1.45亿2026Q2 申报市值
75持仓数
45.4%前十大占比 · 第一大 9.4%
4 / 12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
LQD 加仓+$211.12万
BNDX 加仓+$190.09万
JNK 加仓+$155.12万
DFIV 加仓+$95.96万
KO 加仓+$83.84万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$555.32万
QQQ 减仓-$243.17万
IJH 减仓-$225.37万
VTI 减仓-$129.18万
CAT 减仓-$123.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,369.63万 | 9.43% | 18,340 | -7,436 | -28.8% | -$555.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $829.42万 | 5.71% | 22,414 | -3,491 | -13.5% | -$129.18万 | 减仓 |
| LQD | ISHARES TR | $697.77万 | 4.81% | 63,975 | 19,356 | 43.4% | $211.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $677.12万 | 4.66% | 79,205 | 3,313 | 4.4% | $28.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $675.74万 | 4.65% | 9,176 | -3,302 | -26.5% | -$243.17万 | 减仓 |
| IJR | ISHARES TR | $652.78万 | 4.50% | 44,014 | 1,864 | 4.4% | $27.65万 | 加仓 |
| IEFA | ISHARES TR | $450.81万 | 3.11% | 46,677 | -345 | -0.7% | -$3.33万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $450.46万 | 3.10% | 93,013 | 39,251 | 73.0% | $190.09万 | 加仓 |
| JNK | SPDR SERIES TRUST | $403.94万 | 2.78% | 41,916 | 16,096 | 62.3% | $155.12万 | 加仓 |
| IJH | ISHARES TR | $387.81万 | 2.67% | 50,293 | -29,227 | -36.8% | -$225.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $387.37万 | 2.67% | 10,593 | 741 | 7.5% | $27.10万 | 加仓 |
| AGG | ISHARES TR | $364.85万 | 2.51% | 36,861 | 6,059 | 19.7% | $59.97万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $343.63万 | 2.37% | 29,428 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $338.29万 | 2.33% | 15,523 | 2,503 | 19.2% | $54.55万 | 加仓 |
| AAPL | APPLE INC | $312.13万 | 2.15% | 10,787 | -2,174 | -16.8% | -$62.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $310.30万 | 2.14% | 51,986 | 13,382 | 34.7% | $79.88万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $244.27万 | 1.68% | 23,704 | 4,317 | 22.3% | $44.49万 | 加仓 |
| IWF | ISHARES TR | $239.91万 | 1.65% | 19,321 | -1,235 | -6.0% | -$15.33万 | 减仓 |
| AVGO | BROADCOM INC | $220.65万 | 1.52% | 5,841 | 117 | 2.0% | $4.42万 | 加仓 |
| GOOGL | ALPHABET INC | $215.28万 | 1.48% | 6,024 | 356 | 6.3% | $12.72万 | 加仓 |
| HYG | ISHARES TR | $210.42万 | 1.45% | 26,313 | 431 | 1.7% | $3.45万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $187.93万 | 1.29% | 34,790 | 17,764 | 104.3% | $95.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $184.16万 | 1.27% | 9,204 | 459 | 5.2% | $9.18万 | 加仓 |
| IWP | ISHARES TR | $182.35万 | 1.26% | 12,455 | 120 | 1.0% | $1.76万 | 加仓 |
| TSLA | TESLA INC | $174.09万 | 1.20% | 4,139 | 288 | 7.5% | $12.11万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $166.28万 | 1.15% | 37,765 | 4,768 | 14.4% | $20.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $157.54万 | 1.09% | 4,813 | -583 | -10.8% | -$19.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $156.07万 | 1.08% | 5,550 | 2,384 | 75.3% | $67.04万 | 加仓 |
| IWS | ISHARES TR | $152.93万 | 1.05% | 9,291 | 1,551 | 20.0% | $25.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $152.55万 | 1.05% | 4,089 | 232 | 6.0% | $8.66万 | 加仓 |
| AMZN | AMAZON COM INC | $145.72万 | 1.00% | 6,114 | 281 | 4.8% | $6.70万 | 加仓 |
| LLY | ELI LILLY & CO | $143.93万 | 0.99% | 1,200 | 106 | 9.7% | $12.71万 | 加仓 |
| WMT | WALMART INC | $143.45万 | 0.99% | 12,665 | 1,649 | 15.0% | $18.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $143.43万 | 0.99% | 36,977 | 10,957 | 42.1% | $42.50万 | 加仓 |
| META | META PLATFORMS INC | $140.60万 | 0.97% | 2,496 | 199 | 8.7% | $11.21万 | 加仓 |
| CAT | CATERPILLAR INC | $139.10万 | 0.96% | 1,306 | -1,158 | -47.0% | -$123.33万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $138.00万 | 0.95% | 12,837 | 6,362 | 98.3% | $68.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $134.31万 | 0.93% | 15,303 | 3,516 | 29.8% | $30.86万 | 加仓 |
| KO | COCA COLA CO | $134.30万 | 0.93% | 16,525 | 10,316 | 166.1% | $83.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.65万 | 0.92% | 2,671 | 295 | 12.4% | $14.76万 | 加仓 |
| EEM | ISHARES TR | $130.55万 | 0.90% | 19,084 | 231 | 1.2% | $1.58万 | 加仓 |
| EFA | ISHARES TR | $129.67万 | 0.89% | 12,483 | -1,497 | -10.7% | -$15.55万 | 减仓 |
| — | EXXON MOBIL CORP | $126.10万 | 0.87% | 9,223 | 4,136 | 81.3% | $56.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $118.77万 | 0.82% | 2,332 | 832 | 55.5% | $42.37万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $111.67万 | 0.77% | 3,809 | 2,022 | 113.2% | $59.28万 | 加仓 |
| TMUS | T-MOBILE US INC | $109.96万 | 0.76% | 6,556 | 3,521 | 116.0% | $59.06万 | 加仓 |
| V | VISA INC | $105.60万 | 0.73% | 3,078 | 1,303 | 73.4% | $44.70万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $74.27万 | 0.51% | 13,675 | -10,775 | -44.1% | -$58.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.43万 | 0.49% | 22,520 | -2,080 | -8.5% | -$6.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.60万 | 0.45% | 14,787 | -4,875 | -24.8% | -$21.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.75万 | 0.40% | 17,000 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $54.08万 | 0.37% | 10,200 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR ETFS TRUST | $47.00万 | 0.32% | 10,300 | -3,540 | -25.6% | -$16.15万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.43万 | 0.31% | 1,053 | 1,053 | — | $45.43万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $42.78万 | 0.29% | 16,355 | -337 | -2.0% | -$8,816 | 减仓 |
| FLOT | ISHARES TR | $40.34万 | 0.28% | 7,902 | -700 | -8.1% | -$3.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.99万 | 0.28% | 11,830 | -4,170 | -26.1% | -$14.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.32万 | 0.25% | 4,411 | 1 | 0.0% | $82 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.88万 | 0.24% | 805 | -450 | -35.9% | -$19.50万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $34.70万 | 0.24% | 5,550 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $34.31万 | 0.24% | 2,750 | -300 | -9.8% | -$3.74万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.14万 | 0.21% | 6,720 | 1,093 | 19.4% | $4.90万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $28.18万 | 0.19% | 5,947 | -74 | -1.2% | -$3,506 | 减仓 |
| NFLX | NETFLIX INC. | $27.13万 | 0.19% | 3,800 | -700 | -15.6% | -$5.00万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $26.32万 | 0.18% | 2,951 | -2,100 | -41.6% | -$18.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.99万 | 0.18% | 257 | -250 | -49.3% | -$25.28万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $23.86万 | 0.16% | 2,715 | 2,715 | — | $23.86万 | 新建仓 |
| IVV | ISHARES TR | $23.08万 | 0.16% | 308 | -83 | -21.2% | -$6.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $22.42万 | 0.15% | 326 | -55 | -14.4% | -$3.78万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.45万 | 0.15% | 708 | -140 | -16.5% | -$4.24万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $21.33万 | 0.15% | 2,211 | 2,211 | — | $21.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.85万 | 0.14% | 5,215 | -800 | -13.3% | -$3.20万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $20.60万 | 0.14% | 3,500 | 3,500 | — | $20.60万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.58万 | 0.14% | 220 | -10 | -4.3% | -$9,355 | 减仓 |
| BTBT | BIT DIGITAL INC | $2.25万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,063 | -100.0% | -$74.06万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -8,220 | -100.0% | -$65.44万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -20,670 | -100.0% | -$62.67万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -2,302 | -100.0% | -$34.86万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -456 | -100.0% | -$22.78万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -625 | -100.0% | -$22.43万 | 清仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $0 | 0.00% | 0 | -6,915 | -100.0% | -$22.30万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -1,510 | -100.0% | -$22.23万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -476 | -100.0% | -$22.05万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,385 | -100.0% | -$21.08万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,418 | -100.0% | -$20.48万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$11.54万 | 清仓 |