GW
Gutierrez Wealth Advisory, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 110
Gutierrez Wealth Advisory, LLC在最新一期 13F 报告中披露了 110 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 7.5%。
机构性格雪花图
- 集中度
- 21.48
- 持仓稳定性
- 7.53
- 动能／逆势
- 100
- 行业集中度
- 64.63
- 多样化
- 100
- 仓位均衡度
- 83.27
近期动向
减仓 VOO
-2.1% -US$118.3万
减仓 CGGR
+2.0% -US$110.7万
加仓 CGMU
+10.6% US$74.6万
加仓 DFAU
+73.6% US$65.0万
加仓 VTEB
+9.7% US$60.2万
减仓 WMT
-28.9% -US$40.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 70 大持股（共 110 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 10.27% | -0.86% | -2.06% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 8.78% | -0.13% | +2.21% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.33% | — | -1.37% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-其他 | 8.13% | -0.79% | +2.02% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 6.00% | +0.04% | +2.44% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 5.54% | -0.19% | -0.67% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-其他 | 5.41% | — | +0.12% | |
| 8 | CGMU | Cap Group Municipal Income | ETF-其他 | 5.28% | +0.41% | +10.55% | |
| 9 | CGGO | Cap Group Global Growth | ETF-其他 | 4.92% | -0.02% | +4.63% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.63% | +0.33% | +9.68% | |
| 11 | CGHM | Cap Group Muni High-income | ETF-其他 | 3.51% | -0.01% | +1.46% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.40% | +0.01% | +2.45% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.72% | — | -0.89% | |
| 14 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 2.51% | -0.09% | -1.85% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | -0.27% | -1.10% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.00% | +0.39% | +73.64% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | +0.23% | +38.51% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 0.97% | -0.27% | -28.94% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.86% | — | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | — | +0.39% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | +0.05% | +17.06% | |
| 22 | HOMB | Home Bancshares INC | 股票-金融 | 0.58% | — | +0.35% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +1.63% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.15% | -13.29% | |
| 25 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.54% | +0.14% | +35.37% | |
| 26 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.52% | — | +0.37% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.52% | -0.03% | +0.26% | |
| 28 | CGCB | Cap Group Core Bond | ETF-其他 | 0.44% | +0.11% | +35.97% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.11% | -16.33% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.43% | +0.07% | +19.64% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.40% | +0.07% | +0.87% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.40% | — | — | |
| 33 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.40% | — | -0.98% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.37% | +0.04% | +14.10% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.32% | +0.03% | +3.43% | |
| 36 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.32% | +0.09% | +40.17% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | -0.04% | -2.49% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.31% | +0.09% | +46.65% | |
| 39 | CGHY | Cap Group High Yield Bond | ETF-非投资级债 | 0.29% | +0.05% | +24.92% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.28% | — | +0.33% | |
| 41 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.27% | -0.15% | -30.22% | |
| 42 | CGIC | Cap Group Intl Core Eq | ETF-其他 | 0.26% | — | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.26% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.26% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.23% | — | +0.13% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.23% | — | +0.26% | |
| 47 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.23% | +0.02% | — | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.23% | -0.05% | -8.37% | |
| 49 | DFIC | Dimensional International Co | ETF-其他 | 0.22% | +0.22% | NEW | |
| 50 | WPC | Wp Carey INC | 股票-房地产 | 0.21% | — | -9.31% |
1–50 of 70
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Gutierrez Wealth Advisory, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Dimensional International Co (DFIC); 新建仓: Ste Str Spdr Pt Dw EU ETF (SPDW); 新建仓: Vanguard Int High Dvd Yld In (VYMI); 新建仓: Schwab International Dvd ETF (SCHY); 清仓: Alphabet Inc-cl A (GOOGL).
FAQ
Gutierrez Wealth Advisory, LLC 是什么机构？属于哪种投资人类型？
Gutierrez Wealth Advisory, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 110 个已申报仓位之中。
Gutierrez Wealth Advisory, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Gutierrez Wealth Advisory, LLC 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$1652.7万 (10.3%)
2. Cap Group Dividend Value (CGDV) — US$1412.8万 (8.8%)
3. Vanguard Ftse Developed ETF (VEA) — US$1341.5万 (8.3%)
4. Cap Group Growth Equity (CGGR) — US$1309.0万 (8.1%)
5. Vanguard Core Bond ETF (VCRB) — US$965.1万 (6.0%)
Gutierrez Wealth Advisory, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Gutierrez Wealth Advisory, LLC 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 23 个既有持股、减仓 15 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Dimensional International Co (DFIC); 新建仓: Ste Str Spdr Pt Dw EU ETF (SPDW); 新建仓: Vanguard Int High Dvd Yld In (VYMI); 新建仓: Schwab International Dvd ETF (SCHY); 清仓: Alphabet Inc-cl A (GOOGL)
Gutierrez Wealth Advisory, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Gutierrez Wealth Advisory, LLC 的主要板块分布如下：
• Communication Services: 30.0%
• Information Technology: 27.0%
• Consumer Staples: 17.5%
• Industrials: 9.6%
• Health Care: 8.2%
• Financials: 7.7%