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Golden State Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Golden State Wealth Management, LLC
报告期 2026-03-31 · CIK 0001776033
持仓数
1,666
前50大市值合计
$533.7M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
IVV
ISHARES CORE
MF Closed and MF Open
$65.3M
100,044
12.2%
SPY
STATE STREET
MF Closed and MF Open
$46.6M
71,675
8.7%
AAPL
APPLE INC
Common Stock
$26.2M
103,417
4.9%
AGG
ISHARES CORE
MF Closed and MF Open
$25.3M
254,606
4.7%
FVD
FIRST TRUST
MF Closed and MF Open
$22.7M
483,139
4.3%
NVDA
NVIDIA CORP
Common Stock
$19.5M
111,732
3.7%
GOOGL
ALPHABET INC
Common Stock
$18.9M
65,851
3.5%
QQQ
INVESCO QQQ
MF Closed and MF Open
$18.1M
31,378
3.4%
AMZN
AMAZON COM
Common Stock
$17.7M
85,173
3.3%
QGRO
AMERICAN CENTURY
MF Closed and MF Open
$14.3M
136,245
2.7%
USMC
PRINCIPAL US
MF Closed and MF Open
$13.5M
209,703
2.5%
WINN
HARBOR LONG
MF Closed and MF Open
$13.0M
467,042
2.4%
RDVY
FIRST TRUST
MF Closed and MF Open
$12.8M
187,510
2.4%
SPAB
STATE STREET
MF Closed and MF Open
$11.8M
461,904
2.2%
FTCS
FIRST TRUST
MF Closed and MF Open
$10.5M
113,267
2.0%
DYNF
ISHARES U S
MF Closed and MF Open
$10.2M
175,192
1.9%
BBUS
JPMORGAN BETABUILDERS
MF Closed and MF Open
$10.0M
85,302
1.9%
SDVY
FIRST TRUST
MF Closed and MF Open
$9.6M
242,370
1.8%
SIVR
ABERDEEN PHYSICAL
MF Closed and MF Open
$8.7M
121,426
1.6%
BUFR
FIRST TRUST
MF Closed and MF Open
$8.3M
245,731
1.6%
MSFT
MICROSOFT CORP
Common Stock
$7.9M
21,383
1.5%
TSLA
TESLA INC
Common Stock
$7.9M
21,126
1.5%
QUAL
ISHARES MSCI
MF Closed and MF Open
$7.1M
37,085
1.3%
VIG
VANGUARD DIVIDEND
MF Closed and MF Open
$5.9M
27,454
1.1%
BX
BLACKSTONE INC
Common Stock
$5.8M
50,814
1.1%
RTX
RTX CORP
Common Stock
$5.8M
30,285
1.1%
UCON
FIRST TRUST
MF Closed and MF Open
$5.8M
235,120
1.1%
JQUA
JPMORGAN US
MF Closed and MF Open
$5.8M
94,967
1.1%
AVGO
BROADCOM INC
Common Stock
$5.7M
18,465
1.1%
CAM
AB ACTIVE
MF Closed and MF Open
$5.5M
219,729
1.0%
SPYM
STATE STREET
MF Closed and MF Open
$5.4M
70,450
1.0%
VNLA
JANUS HENDERSON
MF Closed and MF Open
$5.3M
109,018
1.0%
FICS
FIRST TRUST
MF Closed and MF Open
$5.3M
135,096
1.0%
GLD
SPDR GOLD
Common Stock
$5.2M
12,103
1.0%
META
META PLATFORMS
Common Stock
$5.2M
9,012
1.0%
AAPL
APPLE INC
COM
$4.8M
18,913
0.9%
SPYV
STATE STREET
MF Closed and MF Open
$4.8M
84,462
0.9%
ACWI
ISHARES MSCI
MF Closed and MF Open
$4.4M
31,909
0.8%
FTLS
FIRST TRUST
MF Closed and MF Open
$4.2M
60,379
0.8%
HUSV
FIRST TRUST
MF Closed and MF Open
$4.2M
109,028
0.8%
JPM
JPMORGAN CHASE
Common Stock
$4.1M
13,942
0.8%
IDV
ISHARES INTL
MF Closed and MF Open
$4.1M
95,864
0.8%
USFR
WISDOMTREE FLOATING
MF Closed and MF Open
$4.1M
80,626
0.8%
PPA
INVESCO AEROSPACE
MF Closed and MF Open
$4.0M
24,346
0.8%
VOO
VANGUARD S&P
MF Closed and MF Open
$3.9M
6,610
0.7%
COST
COSTCO WHOLESALE
Common Stock
$3.7M
3,762
0.7%
SGOV
ISHARES 0-3
MF Closed and MF Open
$3.7M
36,652
0.7%
IWD
ISHARES RUSSELL
MF Closed and MF Open
$3.7M
17,260
0.7%
IUSG
ISHARES S&P
MF Closed and MF Open
$3.6M
23,283
0.7%
COWZ
PACER US
MF Closed and MF Open
$3.6M
56,807
0.7%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
39%
前 6 大占比
IVV
12.2%
SPY
8.7%
AAPL
4.9%
AGG
4.7%
FVD
4.3%
NVDA
3.7%
其他
61.5%
