GF

GGM Financial LLC

趋势追踪型长期持有型

申报总市值

US$2.2亿

申报季度: 2026-03-31 · 持股只数: 236

GGM Financial LLC在最新一期 13F 报告中披露了 236 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 18.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“G”开头的机构

机构性格雪花图

集中度
36.33
持仓稳定性
18.67
动能／逆势
100
行业集中度
49.76
多样化
100
仓位均衡度
54.7

近期动向

  • 减仓 IAK

    -99.7%　-US$987.8万

  • 减仓 JGRO

    +11.5%　US$77.3万

  • 加仓 IEFA

    +40.5%　US$156.3万

  • 加仓 HMOP

    +22.3%　US$145.0万

  • 减仓 JAVA

    -9.8%　-US$52.2万

  • 加仓 BKDV

    +67.0%　US$80.2万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JGROJpmorgan Active Growth ETFETF-其他23.39%-0.92%+11.49%
2BUFFInnovator Laddered AllocatioETF-其他12.47%-0.24%+4.51%
3GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型9.20%—+6.92%
4IWRIshares Russell Mid-cap ETFETF-其他6.38%-0.09%+3.13%
5IGVIshares Expanded Tech-softwaETF-科技型4.71%+4.71%NEW
6HMOPHartford Municipal Opp ETFETF-其他3.82%+0.49%+22.33%
7MMITNyli Mackay Muni Intrm ETFETF-其他2.75%+0.22%+15.86%
8PVALPutnam Focused Lrg Cap ValueETF-其他2.54%+0.23%+14.04%
9IEFAIshares Core Msci Eafe ETFETF-其他2.42%+0.62%+40.51%
10JAVAJpmorgan Active Value ETFETF-其他2.22%-0.38%-9.81%
11JBNDJpmorgan Active Bond ETFETF-其他1.36%+0.02%+7.49%
12QQQInvesco Qqq Trust Series 1ETF-科技型1.33%-0.17%-0.44%
13USMVIshares Msci USA Min Vol FacETF-其他1.30%—-0.41%
14JMHIJpmorgan High Yield MunicplETF-非投资级债1.28%-0.02%+5.11%
15MUNIPimco Intermediate MunicipalETF-其他1.14%+0.23%+33.21%
16IWFIshares Russell 1000 GrowthETF-其他1.14%-0.01%+16.35%
17BKDVBny Mellon Dynamic ValueETF-其他0.89%+0.34%+67.03%
18NVDANvidia CORP股票-科技0.87%-0.15%-4.33%
19AAPLApple INC股票-科技0.81%-0.16%-6.24%
20DGRWWisdomtree U.s. Quality DiviETF-其他0.77%—+2.48%
21EFVIshares Msci Eafe Value ETFETF-其他0.75%—+0.97%
22IJHIshares Core S&p Midcap ETFETF-其他0.73%—-1.33%
23GSCGoldman Sachs Small Cap EquiETF-避险与商品0.70%+0.10%+22.80%
24GLDSpdr Gold SharesETF-避险与商品0.59%+0.02%—
25ABBVAbbvie INC股票-医疗保健0.58%-0.13%-9.00%
26JPMJpmorgan Chase & Co股票-金融0.55%-0.11%-2.41%
27SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.55%—+0.28%
28FVDFirst Trust Value Line DvdETF-其他0.53%—-0.17%
29PGProcter & Gamble Co/the股票-非周期性消费0.52%—+0.32%
30ESGVVanguard Esg US Stock ETFETF-其他0.49%+0.49%NEW
31SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.48%—+1.40%
32HIMUIshares High Yild Muni A ETFETF-其他0.45%+0.14%+57.27%
33MSFTMicrosoft CORP股票-科技0.42%-0.26%-14.56%
34EFGIshares Msci Eafe Growth ETFETF-其他0.38%—+0.08%
35GMUBGs Municipal Income ETFETF-其他0.37%+0.32%+703.89%
36FDXFedex CORP股票-工业0.36%+0.06%+0.42%
37AVGOBroadcom INC股票-科技0.32%-0.06%+0.22%
38IJRIshares Core S&p Small-cap EETF-中小型股0.31%—-0.71%
39IVVIshares Core S&p 500 ETFETF-大型股与成长0.31%—-2.26%
40ABTAbbott Laboratories股票-医疗保健0.30%-0.09%+0.49%
41IWDIshares Russell 1000 Value EETF-其他0.30%—+2.26%
42VTIVanguard Total Stock Mkt ETFETF-其他0.28%—+0.21%
43GOOGLAlphabet Inc-cl A股票-通信服务0.28%—+0.05%
44LLYEli Lilly & Co股票-医疗保健0.28%-0.11%-13.18%
45LMTLockheed Martin CORP股票-工业0.27%+0.05%+0.42%
46MCDMcdonald's CORP股票-周期性消费0.25%—+0.34%
47VRTVertiv Holdings Co-a股票-工业0.24%+0.24%NEW
48JMUBJpmorgan Municipal ETFETF-其他0.24%—+5.88%
49AMZNAmazon.com INC股票-周期性消费0.23%—+4.73%
50HFXINyli Ftse Intl Eq Cur NtrlETF-其他0.20%—-0.24%
1–50 of 236

本季持股变动

GGM Financial LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Vanguard Esg US Stock ETF (ESGV); 新建仓: Vertiv Holdings Co-a (VRT); 新建仓: Samsara Inc-cl A (IOT); 新建仓: Palantir Technologies Inc-a (PLTR).

GGM Financial LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IEFAIshares Core Msci Eafe ETF+0.6%+40.51%加仓
2HMOPHartford Municipal Opp ETF+0.5%+22.33%加仓
3BKDVBny Mellon Dynamic Value+0.3%+67.03%加仓
4GMUBGs Municipal Income ETF+0.3%+703.89%加仓
5PVALPutnam Focused Lrg Cap Value+0.2%+14.04%加仓
6MUNIPimco Intermediate Municipal+0.2%+33.21%加仓
7MMITNyli Mackay Muni Intrm ETF+0.2%+15.86%加仓
8HIMUIshares High Yild Muni A ETF+0.1%+57.27%加仓
9AZOAutozone INC+0.1%+7500.00%加仓
10GSCGoldman Sachs Small Cap Equi+0.1%+22.80%加仓
11FDXFedex CORP+0.1%+0.42%加仓
12WMTWalmart INC+0.1%+58.88%加仓
13LMTLockheed Martin CORP+0.1%+0.42%加仓
14TJXTjx Companies INC+0.1%+290.21%加仓
15MCKMckesson CORP+0.1%+330.30%加仓
16CVXChevron CORP0%+0.66%加仓
17DUKDuke Energy CORP0%+47.66%加仓
18JBNDJpmorgan Active Bond ETF0%+7.49%加仓
19GLDSpdr Gold Shares0%—不变
20EFVIshares Msci Eafe Value ETF—+0.97%加仓
21IWFIshares Russell 1000 Growth0%+16.35%加仓
22JMHIJpmorgan High Yield Municpl0%+5.11%加仓
23REGNRegeneron Pharmaceuticals0%-39.77%减仓
24AVGOBroadcom INC-0.1%+0.22%加仓
25XMHQInvesco S&p Midcap Qual ETF-0.1%-41.44%减仓
26BBUSJpmorgan Betabuilders US Equ-0.1%-25.74%减仓
27IWRIshares Russell Mid-cap ETF-0.1%+3.13%加仓
28ABTAbbott Laboratories-0.1%+0.49%加仓
29LLYEli Lilly & Co-0.1%-13.18%减仓
30JPMJpmorgan Chase & Co-0.1%-2.41%减仓
31ABBVAbbvie INC-0.1%-9.00%减仓
32NVDANvidia CORP-0.2%-4.33%减仓
33AAPLApple INC-0.2%-6.24%减仓
34QQQInvesco Qqq Trust Series 1-0.2%-0.44%减仓
35BUFFInnovator Laddered Allocatio-0.2%+4.51%加仓
36MSFTMicrosoft CORP-0.3%-14.56%减仓
37JAVAJpmorgan Active Value ETF-0.4%-9.81%减仓
38JGROJpmorgan Active Growth ETF-0.9%+11.49%加仓
39IAKIshares U.s. Insurance ETF-4.8%-99.66%减仓
40IGVIshares Expanded Tech-softwa—NEW新建仓
41ESGVVanguard Esg US Stock ETF—NEW新建仓
42VRTVertiv Holdings Co-a—NEW新建仓
43IOTSamsara Inc-cl A—NEW新建仓
44PLTRPalantir Technologies Inc-a—NEW新建仓
45OKLOOklo INC—NEW新建仓
46XJHIshare Esg Ss S&p Midcap ETF—NEW新建仓
47KBWPInvesco Kbw Property & Casua—EXIT清仓
48XSWSs Spdr S&p Soft & Serv ETF—NEW新建仓
49WMWaste Management INC—NEW新建仓
50CORCencora INC—NEW新建仓

FAQ

GGM Financial LLC 是什么机构？属于哪种投资人类型？
GGM Financial 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$2.2亿，分布在 236 个已申报仓位之中。
GGM Financial LLC 目前前几大持股有哪些？
根据最新 13F 申报，GGM Financial LLC 按市值排列的前几大持股为： 1. Jpmorgan Active Growth ETF (JGRO) — US$5081.0万 (23.4%) 2. Innovator Laddered Allocatio (BUFF) — US$2709.4万 (12.5%) 3. Gs Nasdaq-100 Pr INC Etf-usd (GPIQ) — US$1999.0万 (9.2%) 4. Ishares Russell Mid-cap ETF (IWR) — US$1387.0万 (6.4%) 5. Ishares Expanded Tech-softwa (IGV) — US$1024.2万 (4.7%)
GGM Financial LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，GGM Financial LLC 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 26 个既有持股、减仓 12 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Vanguard Esg US Stock ETF (ESGV); 新建仓: Vertiv Holdings Co-a (VRT); 新建仓: Samsara Inc-cl A (IOT); 新建仓: Palantir Technologies Inc-a (PLTR)
GGM Financial 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，GGM Financial LLC 的主要板块分布如下： • Information Technology: 29.5% • Industrials: 15.2% • Health Care: 14.4% • Financials: 12.3% • Consumer Discretionary: 9.6% • Consumer Staples: 8.4%

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