13F 机构持仓

GK Wealth Management LLC

RENO NV · SEC CIK 0002069222

2026Q22026Q1 更早 9 个季度 🔒
$1.15亿2026Q1 申报市值
51持仓数
68.7%前十大占比 · 第一大 13.5%
34 / 32新建仓 / 清仓
申报市值走势$1.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.5%
DFAI 10.9%
DIMENSIONAL ET 9.7%
VEA 7.6%
DFAE 5.9%
AAPL 5.8%
DFUS 4.5%
VNQ 3.7%
DFAX 3.7%
VWO 3.4%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$1,477.85万
DFAI 新建仓+$1,252.95万
DIMENSIONAL ETF 新建仓+$1,109.91万
VEA 新建仓+$874.72万
DFAE 新建仓+$680.48万

2026Q1 卖出最多 按季末市值估算

TSLA 重新持有-$419.91万
AMZN 减仓-$386.30万
GOOGL 减仓-$300.39万
MSFT 减仓-$190.89万
NVDA 减仓-$183.23万

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
SPHY SPDR SERIES TRUST $00.00%0 —— — 申报中断
LOW LOWES COS INC $00.00%0 —— — 申报中断
AMT AMERICAN TOWER CORP NEW $00.00%0 —— — 申报中断
COST COSTCO WHSL CORP NEW $00.00%0 —— — 申报中断
MT ARCELORMITTAL SA LUXEMBOURG $00.00%0 —— — 申报中断
PM PHILIP MORRIS INTL INC $00.00%0 —— — 申报中断
APP APPLOVIN CORP $00.00%0 —— — 申报中断
VO VANGUARD INDEX FDS $00.00%0 —— — 申报中断
ADSK AUTODESK INC $00.00%0 —— — 申报中断
FCX FREEPORT-MCMORAN INC $00.00%0 —— — 申报中断
KGC KINROSS GOLD CORP $00.00%0 —— — 申报中断
SSRM SSR MINING IN $00.00%0 —— — 申报中断
HYG ISHARES TR $00.00%0 —— — 申报中断
PCG PG&E CORP $00.00%0 —— — 申报中断
XLI SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 —— — 申报中断
SIL GLOBAL X FDS $00.00%0 —— — 申报中断
SPTL SPDR SERIES TRUST $00.00%0 —— — 申报中断
NEM NEWMONT CORP $00.00%0 —— — 申报中断
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
SPYV SPDR SERIES TRUST $00.00%0 -4,783-100.0% -$27.17万 清仓
INCY INCYTE CORP $00.00%0 —— — 申报中断
EPAM EPAM SYS INC $00.00%0 —— — 申报中断
LLY ELI LILLY & CO $00.00%0 —— — 申报中断
SPDW SPDR INDEX SHS FDS $00.00%0 -5,869-100.0% -$26.06万 清仓
NVO NOVO-NORDISK A S 看涨期权 $00.00%0 -6,534-100.0% -$25.94万 清仓
FTSM FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
PAAA PGIM ETF TR $00.00%0 —— — 申报中断
CNC CENTENE CORP DEL $00.00%0 —— — 申报中断
AES AES CORP $00.00%0 -17,297-100.0% -$24.80万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 —— — 申报中断
GLXY GALAXY DIGITAL INC. $00.00%0 -11,018-100.0% -$24.64万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 —— — 申报中断
SOXX ISHARES TR $00.00%0 —— — 申报中断
XBB BONDBLOXX ETF TRUST $00.00%0 —— — 申报中断
MS MORGAN STANLEY $00.00%0 —— — 申报中断
DXPE DXP ENTERPRISES INC $00.00%0 -2,158-100.0% -$23.69万 清仓
C CITIGROUP INC $00.00%0 —— — 申报中断
AIG AMERICAN INTL GROUP INC $00.00%0 —— — 申报中断
VEU VANGUARD INTL EQUITY INDEX F $00.00%0 —— — 申报中断
AMAT APPLIED MATLS INC $00.00%0 —— — 申报中断
PYPL PAYPAL HLDGS INC $00.00%0 -3,854-100.0% -$22.50万 清仓
MRK MERCK & CO INC $00.00%0 —— — 申报中断
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
FLDR FIDELITY MERRIMACK STR TR $00.00%0 —— — 申报中断
WMB WILLIAMS COS INC $00.00%0 —— — 申报中断
FTI TECHNIPFMC PLC $00.00%0 -4,946-100.0% -$22.04万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 —— — 申报中断
CW CURTISS WRIGHT CORP $00.00%0 —— — 申报中断
PARR PAR PAC HOLDINGS INC $00.00%0 —— — 申报中断
STZ CONSTELLATION BRANDS INC $00.00%0 —— — 申报中断
LUV SOUTHWEST AIRLS CO $00.00%0 —— — 申报中断
CAT CATERPILLAR INC $00.00%0 —— — 申报中断
PAVE GLOBAL X FDS $00.00%0 —— — 申报中断
ISRG INTUITIVE SURGICAL INC $00.00%0 -376-100.0% -$21.30万 清仓
WLDN WILLDAN GROUP INC $00.00%0 —— — 申报中断
HD HOME DEPOT INC $00.00%0 —— — 申报中断
BLBD BLUE BIRD CORP $00.00%0 -4,442-100.0% -$20.88万 清仓
— ISHARES ETHEREUM TR $00.00%0 —— — 申报中断
PAYC PAYCOM SOFTWARE INC $00.00%0 -1,303-100.0% -$20.76万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 —— — 申报中断
TIP ISHARES TR $00.00%0 -1,867-100.0% -$20.52万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -1,823-100.0% -$20.38万 清仓
CI THE CIGNA GROUP $00.00%0 —— — 申报中断
INDY ISHARES TR $00.00%0 -4,124-100.0% -$20.33万 清仓
VICI VICI PPTYS INC $00.00%0 -7,171-100.0% -$20.16万 清仓
USAR USA RARE EARTH INC $00.00%0 —— — 申报中断
BIZD VANECK ETF TRUST $00.00%0 —— — 申报中断
— IONEER LTD $00.00%0 —— — 申报中断
FINV FINVOLUTION GROUP $00.00%0 -28,212-100.0% -$14.75万 清仓
QUBT QUANTUM COMPUTING INC $00.00%0 —— — 申报中断
BTG B2GOLD CORP $00.00%0 —— — 申报中断
UAMY UNITED STATES ANTIMONY CORP $00.00%0 —— — 申报中断
INFU INFUSYSTEM HLDGS INC $00.00%0 —— — 申报中断
ABAT AMERICAN BATTERY TECHNOLOGY $00.00%0 —— — 申报中断
TMC TMC THE METALS COMPANY INC $00.00%0 -10,770-100.0% -$6.65万 清仓
— IMPERIAL PETE INC $00.00%0 -12,606-100.0% -$4.56万 清仓
— VILLAGE FARMS INTL INC $00.00%0 -11,882-100.0% -$4.34万 清仓
CYH COMMUNITY HEALTH SYS INC NEW $00.00%0 -12,993-100.0% -$4.05万 清仓
— NOVONIX LIMITED $00.00%0 —— — 申报中断
— MANHATTAN BRDG CAP INC $8.68万0.08%86,777 86,777— $8.68万 新建仓
— SAN JUAN BASIN RTY TR $10.13万0.09%20,500 20,500— $10.13万 新建仓
— GAMCO NAT RES GOLD & INCOME $13.25万0.12%16,200 16,200— $13.25万 新建仓
ET ENERGY TRANSFER L P $19.59万0.17%10,000 10,000— $19.59万 新建仓
VOTE TCW ETF TRUST $23.74万0.21%3,200 3,200— $23.74万 新建仓
MA MASTERCARD INCORPORATED $24.45万0.21%495 495— $24.45万 新建仓
GEV GE VERNOVA INC $24.53万0.21%300 300— $24.53万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $25.24万0.22%399 -1,616-80.2% -$102.22万 减仓
TSLA TESLA INC $26.50万0.23%746 -11,819-94.1% -$419.91万 重新持有
META META PLATFORMS INC $27.84万0.24%519 -2,786-84.3% -$149.44万 减仓
GOOG ALPHABET INC $29.28万0.25%1,072 -6,069-85.0% -$165.77万 减仓
ESGU ISHARES TR $32.81万0.29%2,388 2,388— $32.81万 新建仓
JPM JPMORGAN CHASE & CO $32.82万0.29%1,157 -296-20.4% -$8.40万 减仓
GE GE AEROSPACE $35.03万0.30%1,282 1,282— $35.03万 新建仓
GOOGL ALPHABET INC $36.13万0.31%1,321 -10,983-89.3% -$300.39万 减仓
QQQ INVESCO QQQ TR $37.82万0.33%678 -72-9.6% -$4.02万 减仓
MSFT MICROSOFT CORP $40.54万0.35%1,129 -5,316-82.5% -$190.89万 减仓
ESGD ISHARES TR $42.42万0.37%4,583 4,583— $42.42万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $43.48万0.38%916 -633-40.9% -$30.05万 减仓