13FBOX
Global Financial Private Client, LLC · 13F 持仓分析
期权收益计算器 机构排行

Global Financial Private Client, LLC

No.5110 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.69亿
环比变动 Q1 2026
+$6,304.0万+20.6%
持仓股票数
246
新买入
23
加仓
152
减仓
47
清仓
13
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
4.92%4.79%$1,815.0万2.4万股$1,462.5万2.2万股+1,816股+8.08%加仓
苹果AAPL
4.38%4.47%$1,616.4万5.6万股$1,365.6万5.4万股+2,052股+3.81%加仓
V先锋领航指数基金VOO
3.42%3.36%$1,259.3万1.8万股$1,026.3万1.7万股+1,160股+6.75%加仓
微软MSFT
1.98%2.18%$728.9万2.0万股$666.0万1.8万股+1,547股+8.60%加仓
GE VernovaGEV
1.78%1.44%$657.5万5,596股$439.3万5,033股+563股+11.19%加仓
英伟达NVDA
1.77%1.67%$653.6万3.3万股$511.6万2.9万股+3,331股+11.36%加仓
S嘉信策略信托SCHD
1.6%1.86%$588.9万18.6万股$567.3万18.5万股+831股+0.45%加仓
思科CSCO
1.59%1.22%$587.3万5.0万股$373.3万4.8万股+1,896股+3.94%加仓
泛林集团LRCX
1.59%0.85%$587.2万1.4万股$258.7万1.2万股+1,444股+11.93%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.52%1.64%$558.8万2.4万股$501.3万2.3万股+308股+1.32%加仓
默沙东MRK
1.36%1.44%$502.8万3.9万股$440.9万3.7万股+2,470股+6.74%加仓
台积电TSM
1.34%1.12%$492.7万1.0万股$343.7万1.0万股+147股+1.45%加仓
摩根大通JPM
1.33%1.35%$489.0万1.5万股$413.4万1.4万股+886股+6.31%加仓
雪佛龙CVX
1.28%1.77%$473.3万2.9万股$542.0万2.6万股+2,356股+8.99%加仓
SSSGA ACTIVE TRXLSR
1.28%1.26%$472.3万7.3万股$384.2万6.7万股+6,280股+9.44%加仓
DDimensional维度ETF信托DFAC
1.27%0.85%$468.7万10.6万股$260.1万6.7万股+3.9万股+57.88%加仓
V先锋领航指数基金VUG
1.25%1.28%$461.6万5.4万股$390.2万8,933股+4.5万股+499.92%加仓
I景顺交易所交易基金信托RSP
1.2%1.2%$441.5万2.1万股$367.7万1.9万股+1,591股+8.30%加仓
IiShares安硕信托IVV
1.15%1.1%$422.9万5,647股$336.7万5,154股+493股+9.57%加仓
亚马逊AMZN
1.13%1.06%$415.0万1.7万股$323.2万1.6万股+1,894股+12.20%加仓
B纽约梅隆银行BK
1.12%1.09%$413.0万2.9万股$334.4万2.8万股+367股+1.30%加仓
V先锋领航斯科茨代尔基金VTWO
1.11%1.09%$408.4万3.4万股$333.4万3.3万股+350股+1.05%加仓
Meta平台META
0.97%1.05%$357.9万6,354股$321.8万5,625股+729股+12.96%加仓
谷歌AGOOGL
0.93%0.83%$342.0万9,570股$254.4万8,847股+723股+8.17%加仓
SSPDR道富指数基金SPDW
0.91%1.14%$336.3万6.7万股$349.1万7.6万股-9,750股-12.75%减仓
SSPDR道富指数基金SPEM
0.89%0.85%$326.9万6.3万股$259.5万5.5万股+7,814股+14.13%加仓
S道富SPYV
0.88%0.99%$323.9万5.3万股$301.8万5.3万股-55股-0.10%减仓
卡特彼勒CAT
0.85%0.67%$315.1万2,959股$205.1万2,895股+64股+2.21%加仓
道富·CORP COMSTT
0.84%0.75%$310.9万1.8万股$228.1万1.8万股+315股+1.75%加仓
IIBMIBM
0.81%0.83%$300.3万1.1万股$254.9万1.1万股+162股+1.54%加仓
S嘉信策略信托SCHF
0.79%0.85%$290.0万10.5万股$259.3万10.5万股-77股-0.07%减仓
PALO ALTOPANW
0.77%0.42%$284.4万8,341股$127.1万7,925股+416股+5.25%加仓
IiShares安硕信托ITA
0.73%0.74%$267.8万1.1万股$227.6万1.0万股+643股+6.18%加仓
沃尔玛WMT
0.72%0.93%$264.2万2.3万股$284.8万2.3万股+416股+1.82%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.72%0.62%$263.9万1.0万股$189.8万1.0万股00.00%持仓不变
EntergyETR
0.69%0.8%$253.5万2.2万股$243.2万2.2万股+429股+1.98%加仓
VanEck ETF信托SMH
0.67%0.48%$247.5万3,773股$145.5万3,794股-21股-0.55%减仓
V先锋领航·FTSEVEA
0.67%0.72%$246.0万3.5万股$220.4万3.4万股+122股+0.35%加仓
飞塔FTNT
0.66%0.41%$244.8万1.6万股$124.0万1.5万股+761股+5.02%加仓
I景顺QQQ信托VOO
0.65%0.62%$240.7万3,268股$190.0万3,292股-24股-0.73%减仓
I景顺·NASDAQ 100 ETFQQQM
0.64%0.62%$236.5万7,807股$190.4万8,014股-207股-2.58%减仓
BBANK OF AMERBAC
0.62%0.64%$229.4万4.0万股$194.4万4.0万股+389股+0.98%加仓
雷神技术RTX
0.61%0.66%$225.5万1.2万股$200.8万1.0万股+1,471股+14.13%加仓
AAlphabet Inc Class CGOOG
0.61%0.59%$225.0万6,369股$178.8万6,233股+136股+2.18%加仓
V先锋领航·FSTEVWO
0.6%0.64%$220.8万3.7万股$196.1万3.6万股+709股+1.95%加仓
宝洁PG
0.57%0.67%$211.0万1.4万股$203.5万1.4万股+300股+2.13%加仓
ZZIONS BANCORPORATION NATL ASZION
0.57%0.56%$209.4万3.0万股$171.0万3.0万股+597股+2.01%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.57%0.63%$208.7万5.1万股$191.2万4.9万股+1,512股+3.08%加仓
礼来LLY
0.56%0.5%$206.7万1,723股$151.8万1,650股+73股+4.42%加仓
DDimensional维度ETF信托DFSV
0.54%0.37%$200.8万5.2万股$114.4万3.3万股+1.9万股+58.59%加仓

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