Global Wealth Management Investment Advisory, Inc. 13F 持仓 · 2026年Q2
Global Wealth Management Investment Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 160 只证券，申报市值合计 7.03 亿美元。前几大持仓：VCIT（3.58%）、JEPI（3.41%）、VGSH（3.23%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $25.2M | 3.58% | 304,388 | 增持 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $23.9M | 3.41% | 423,919 | 增持 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $22.7M | 3.23% | 389,732 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $22.6M | 3.21% | 30,623 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $22.4M | 3.18% | 111,804 | 减持 |
| 6 | AAPL | APPLE INC | $21.4M | 3.04% | 73,896 | 增持 |
| 7 | IEFA | ISHARES TR | $21.1M | 3.00% | 218,529 | 增持 |
| 8 | IVV | ISHARES TR | $20.0M | 2.85% | 26,699 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $16.4M | 2.33% | 43,988 | 增持 |
| 10 | HYG | ISHARES TR | $16.1M | 2.29% | 201,473 | 增持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $15.2M | 2.16% | 95,900 | 增持 |
| 12 | BAC | BANK OF AMER CORP | $15.0M | 2.14% | 264,099 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $14.4M | 2.05% | 43,907 | 增持 |
| 14 | IJH | ISHARES TR | $14.1M | 2.00% | 182,244 | 增持 |
| 15 | SLQD | ISHARES TR | $13.9M | 1.97% | 275,433 | 增持 |
| 16 | CVX | CHEVRON CORPORATION | $13.1M | 1.86% | 78,955 | 增持 |
| 17 | ABBV | ABBVIE INC | $12.7M | 1.80% | 50,291 | 增持 |
| 18 | GOOGL | ALPHABET INC | $11.3M | 1.60% | 31,551 | 增持 |
| 19 | AMZN | AMAZON COM INC | $10.5M | 1.49% | 43,946 | 增持 |
| 20 | IJR | ISHARES TR | $10.0M | 1.43% | 67,523 | 增持 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $9.8M | 1.39% | 12,820 | 减持 |
| 22 | PANW | PALO ALTO NETWORKS INC | $9.5M | 1.35% | 27,834 | 减持 |
| 23 | MS | MORGAN STANLEY | $8.7M | 1.24% | 41,627 | 减持 |
| 24 | IEMG | ISHARES INC | $8.0M | 1.14% | 97,096 | 增持 |
| 25 | CAT | CATERPILLAR INC | $7.7M | 1.09% | 7,204 | 减持 |
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