GK Wealth Management LLC
RENO NV · SEC CIK 0002069222
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | $43.71万 | 0.38% | 4,250 | 4,250 | — | $43.71万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $46.23万 | 0.40% | 3,981 | 3,981 | — | $46.23万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.08万 | 0.44% | 836 | 836 | — | $50.08万 | 新建仓 |
| CSCO | CISCO SYS INC | $54.92万 | 0.48% | 7,129 | 3,800 | 114.1% | $29.27万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $58.55万 | 0.51% | 2,415 | 1,065 | 78.9% | $25.82万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $63.46万 | 0.55% | 54,096 | 54,096 | — | $63.46万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $67.52万 | 0.59% | 417 | 417 | — | $67.52万 | 新建仓 |
| IWN | ISHARES TR | $73.02万 | 0.64% | 3,951 | 3,951 | — | $73.02万 | 新建仓 |
| SBR | SABINE RTY TR | $79.76万 | 0.69% | 10,466 | 10,466 | — | $79.76万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $81.24万 | 0.71% | 8,396 | 8,396 | — | $81.24万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $82.03万 | 0.71% | 3,893 | 706 | 22.2% | $14.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $97.41万 | 0.85% | 12,196 | 12,196 | — | $97.41万 | 新建仓 |
| — | EXXON MOBIL CORP | $109.51万 | 0.95% | 6,387 | 6,387 | — | $109.51万 | 新建仓 |
| NFLX | NETFLIX INC. | $117.56万 | 1.02% | 12,644 | 3,953 | 45.5% | $36.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $130.47万 | 1.13% | 7,899 | -11,093 | -58.4% | -$183.23万 | 减仓 |
| AMZN | AMAZON COM INC | $152.28万 | 1.32% | 7,578 | -19,223 | -71.7% | -$386.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $205.10万 | 1.78% | 88,063 | 88,063 | — | $205.10万 | 新建仓 |
| IWB | ISHARES TR | $246.72万 | 2.15% | 7,117 | 7,117 | — | $246.72万 | 新建仓 |
| IWM | ISHARES TR | $278.65万 | 2.42% | 11,629 | 11,629 | — | $278.65万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $293.66万 | 2.55% | 69,787 | 69,787 | — | $293.66万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $346.28万 | 3.01% | 68,341 | 68,341 | — | $346.28万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $387.10万 | 3.37% | 55,948 | 55,948 | — | $387.10万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $391.83万 | 3.41% | 74,749 | 74,749 | — | $391.83万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $419.91万 | 3.65% | 127,398 | 127,398 | — | $419.91万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $422.27万 | 3.67% | 48,353 | 48,353 | — | $422.27万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $518.90万 | 4.51% | 75,323 | 75,323 | — | $518.90万 | 新建仓 |
| AAPL | APPLE INC | $669.85万 | 5.83% | 27,160 | 18,674 | 220.1% | $460.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $680.48万 | 5.92% | 208,033 | 208,033 | — | $680.48万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $874.72万 | 7.61% | 141,015 | 141,015 | — | $874.72万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1,109.91万 | 9.66% | 309,770 | 309,770 | — | $1,109.91万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,252.95万 | 10.90% | 331,117 | 331,117 | — | $1,252.95万 | 新建仓 |
| IVV | ISHARES TR | $1,554.99万 | 13.53% | 24,491 | 23,276 | 1,915.7% | $1,477.85万 | 加仓 |