Global Trust Wealth Management LLC 13F 持仓 · 2026年Q2
Global Trust Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 1.45 亿美元。前几大持仓：SPY（9.43%）、VTI（5.71%）、LQD（4.81%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 9.43% | 18,340 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $8.3M | 5.71% | 22,414 | 减持 |
| 3 | LQD | ISHARES TR | $7.0M | 4.81% | 63,975 | 增持 |
| 4 | VXUS | VANGUARD STAR FDS | $6.8M | 4.66% | 79,205 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $6.8M | 4.65% | 9,176 | 减持 |
| 6 | IJR | ISHARES TR | $6.5M | 4.50% | 44,014 | 增持 |
| 7 | IEFA | ISHARES TR | $4.5M | 3.11% | 46,677 | 减持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $4.5M | 3.10% | 93,013 | 增持 |
| 9 | JNK | SPDR SERIES TRUST | $4.0M | 2.78% | 41,916 | 增持 |
| 10 | IJH | ISHARES TR | $3.9M | 2.67% | 50,293 | 减持 |
| 11 | VBK | VANGUARD INDEX FDS | $3.9M | 2.67% | 10,593 | 增持 |
| 12 | AGG | ISHARES TR | $3.6M | 2.51% | 36,861 | 增持 |
| 13 | WEC | WEC ENERGY GROUP INC | $3.4M | 2.37% | 29,428 | 持平 |
| 14 | VTV | VANGUARD INDEX FDS | $3.4M | 2.33% | 15,523 | 增持 |
| 15 | AAPL | APPLE INC | $3.1M | 2.15% | 10,787 | 减持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 2.14% | 51,986 | 增持 |
| 17 | AVDV | AMERICAN CENTY ETF TR | $2.4M | 1.68% | 23,704 | 增持 |
| 18 | IWF | ISHARES TR | $2.4M | 1.65% | 19,321 | 增持 |
| 19 | AVGO | BROADCOM INC | $2.2M | 1.52% | 5,841 | 增持 |
| 20 | GOOGL | ALPHABET INC | $2.2M | 1.48% | 6,024 | 增持 |
| 21 | HYG | ISHARES TR | $2.1M | 1.45% | 26,313 | 增持 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $1.9M | 1.29% | 34,790 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $1.8M | 1.27% | 9,204 | 增持 |
| 24 | IWP | ISHARES TR | $1.8M | 1.26% | 12,455 | 增持 |
| 25 | TSLA | TESLA INC | $1.7M | 1.20% | 4,139 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR