申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 44
Global Wealth Management, LLC在最新一期 13F 报告中披露了 44 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 19.2%。
加仓 VUSB
+16.1% US$302.5万
减仓 IVV
-11.1% -US$272.7万
减仓 SCHB
-6.9% -US$252.0万
减仓 QQQ
-16.8% -US$124.9万
加仓 SCHD
-7.4% US$65.6万
加仓 IAU
+7.8% US$69.2万
| # | 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 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 14.53% | +0.20% | +0.00% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 11.95% | +1.78% | +16.14% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 11.19% | -1.21% | -6.93% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.34% | +0.49% | -7.39% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.31% | -1.36% | -11.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.00% | -0.28% | -3.63% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.05% | -0.21% | -8.41% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.85% | -0.28% | -3.80% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.65% | +0.10% | -0.73% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.56% | +3.56% | NEW | |
| 11 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 3.01% | +0.23% | +0.98% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.81% | -0.02% | -1.99% | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.59% | +0.40% | +7.75% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.44% | -0.64% | -16.77% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.58% | +1.58% | NEW | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.40% | -0.22% | -7.41% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | — | -16.42% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.81% | +0.02% | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | -0.17% | -18.69% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | +0.04% | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | -0.05% | +13.42% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.36% | -0.01% | +25.49% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | -0.01% | +0.27% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.36% | -0.02% | +0.04% | |
| 25 | VDE | Vanguard Energy ETF | ETF-其他 | 0.36% | +0.10% | +0.55% | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.34% | +0.34% | NEW | |
| 27 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 0.22% | +0.22% | NEW | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.19% | -0.04% | -9.25% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.18% | -0.04% | -13.99% | |
| 30 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.17% | +0.01% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.16% | +0.16% | NEW | |
| 32 | AMGN | Amgen INC | 股票-医疗保健 | 0.16% | +0.01% | +0.35% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.16% | +0.02% | +0.21% | |
| 34 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.16% | +0.16% | NEW | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.16% | -0.01% | — | |
| 36 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.16% | — | +0.62% | |
| 37 | FMUN | Fidelity System Muni Bnd ETF | ETF-其他 | 0.16% | — | +0.81% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.15% | -0.01% | — | |
| 39 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.14% | +0.02% | +3.77% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.13% | +0.13% | NEW | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.13% | -0.01% | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.12% | +0.01% | +0.55% | |
| 43 | VOX | Vanguard Communication Servi | ETF-其他 | 0.11% | -0.01% | +0.26% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | — | +5.18% |
Q3 2026表现
+1%
近4个季度表现
+14.2%
基于可获取价格的持仓（占申报价值的65%）计算
Global Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Total Bond Market (BND); 新建仓: Vanguard Short-term Tips (VTIP); 新建仓: Vanguard Ftse All-world Ex-u (VEU); 新建仓: Ss Spdr S&p Metals Mining (XME); 新建仓: Ishares U.s. Oil Equipment & (IEZ).