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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
$533.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 18
增持 64
减持 52
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
KWEB
KRANESHARES TR
-$1.8M
0
-100%
减持
BABA
CALL 1 ALIBABA GRP HLDG
-$1.5M
3,976
-58%
增持
FVD
FIRST TRUST
+$1.4M
476,802
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BX
BLACKSTONE INC
+$1.3M
65,035
+1%
减持
—
PIMCO DYNAMIC
-$1.1M
41,128
-54%
建仓
EMXC
ISHARES MSCI
+$1.0M
16,628
建仓
MANH
MANHATTAN ASSOCS
+$866.0K
5,656
增持
USMC
PRINCIPAL US
+$851.0K
140,444
+16%
建仓
—
ASML HOLDING
+$846.0K
1,135
增持
HD
HOME DEPOT
+$771.0K
8,653
+33%
增持
SPAB
SPDR PORTFOLIO
+$734.0K
448,364
+6%
增持
AGG
ISHARES CORE
+$718.0K
294,296
+3%
增持
CIBR
FIRST TRUST
+$714.0K
21,996
+187%
增持
QQQ
PUT 10 INVESCO QQQ SER 1
+$669.0K
37,948
+4%
减持
JMST
JP MORGAN
-$634.0K
21,054
-37%
减持
LMT
LOCKHEED MARTIN
-$621.0K
5,146
-19%
减持
DIA
SPDR DOW
-$597.0K
6,238
-21%
增持
TDG
TRANSDIGM GROUP
+$585.0K
1,627
+144%
增持
SPY
SPDR S&P
+$569.0K
24,732
+5%
减持
IWO
ISHARES RUSSELL
-$567.0K
23,571
-2%
减持
GOOGL
ALPHABET INC
+$563.0K
2,628
-1%
减持
CSCO
CISCO SYSTEMS
-$550.0K
9,057
-54%
增持
GNRC
GENERAC HOLDINGS
+$541.0K
3,878
+54%
增持
FTCS
FIRST TRUST
+$531.0K
129,619
+7%
增持
JSML
JANUS DETROIT
+$524.0K
14,908
+129%
减持
TSLA
TESLA INC
+$484.0K
6,516
-3%
建仓
HTGC
HERCULES CAPITAL
+$483.0K
29,086
增持
IVV
ISHARES CORE
+$467.0K
69,887
+1%
建仓
MELI
MERCADOLIBRE INC
+$416.0K
248
增持
FXH
FIRST TRUST
+$387.0K
18,901
+19%
减持
AAPL
APPLE INC
+$383.0K
119,485
-1%
建仓
GXO
GXO LOGISTICS
+$383.0K
4,887
清仓
XTN
SPDR S&P
-$380.0K
0
-100%
增持
GAB
GABELLI EQUITY
+$377.0K
469,568
+18%
增持
MBB
ISHARES MBS
+$374.0K
33,073
+12%
增持
AMZN
AMAZON COM
-$372.0K
3,177
+1%
减持
FPX
FIRST TRUST
-$355.0K
56,411
-2%
减持
—
OATLY GROUP
-$352.0K
25,650
-15%
清仓
BALL
BALL CORP
-$347.0K
0
-100%
增持
ROKU
ROKU INC
-$341.0K
2,403
+1%
建仓
SPYG
SPDR PORTFOLIO
+$323.0K
5,051
减持
TMO
THERMO FISHER
-$304.0K
2,364
-28%
建仓
BNDX
VANGUARD TOTAL
+$296.0K
5,205
减持
PDI
PIMCO DYNAMIC
-$294.0K
12,901
-42%
减持
COST
COSTCO WHOLESALE
+$275.0K
5,396
-1%
增持
XPO
XPO LOGISTICS
-$261.0K
4,800
+4%
减持
NKE
NIKE INC
-$250.0K
6,998
-15%
增持
MTUM
ISHARES MSCI
+$236.0K
50,450
+1%
增持
LEA
LEAR CORP
+$235.0K
4,365
+71%
建仓
—
CORTEXYME INC
+$234.0K
2,555
清仓
PRNT
ARK 3D
-$232.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY
-$225.0K
5,377
-12%
增持
ARKK
ARK INNOVATION
-$224.0K
15,778
+5%
建仓
VBR
VANGUARD SMALL
+$222.0K
1,311
清仓
WYNN
WYNN RESORTS
-$221.0K
0
-100%
增持
USMV
ISHARES MSCI
+$220.0K
93,987
+3%
建仓
HTRB
HARTFORD TOTAL
+$218.0K
5,364
清仓
VRTX
VERTEX PHARMACEUTICALS
-$215.0K
0
-100%
清仓
XSD
SPDR SERIES
-$213.0K
0
-100%
清仓
PTLC
PACER TRENDPILOT
-$213.0K
0
-100%
清仓
BMY
BRISTOL MYERS
-$213.0K
0
-100%
减持
OUNZ
VANECK MERK
-$213.0K
15,350
-44%
清仓
TER
TERADYNE INC
-$213.0K
0
-100%
建仓
CMF
ISHARES CALIFORNIA
+$212.0K
3,422
建仓
CAL
CALERES INC
+$212.0K
9,553
建仓
PANW
PALO ALTO
+$211.0K
440
建仓
LAD
LITHIA MOTORS
+$208.0K
655
减持
SPYM
SPDR PORTFOLIO
-$207.0K
33,767
-11%
清仓
IBM
INTL BUSINESS
-$206.0K
0
-100%
清仓
DDD
3D SYSTEMS
-$206.0K
0
-100%
建仓
FIXD
FIRST TRUST
+$204.0K
3,808
建仓
NDSN
NORDSON CORP
+$204.0K
857
清仓
TJX
TJX COS
-$203.0K
0
-100%
清仓
IDV
ISHARES INTL
-$201.0K
0
-100%
建仓
NAVI
NAVIENT CORP
+$198.0K
10,020
增持
VCIT
VANGUARD INTERMEDIATE
+$196.0K
8,650
+33%
减持
MSFT
MICROSOFT CORP
+$192.0K
21,765
-1%
减持
CRM
SALESFORCE.COM INC
-$189.0K
3,648
-24%
增持
TFI
SPDR NUVEEN
+$180.0K
20,031
+22%
增持
DE
DEERE & CO
+$176.0K
2,419
+34%
增持
AOS
SMITH AO
-$173.0K
17,195
+1%
增持
LQD
ISHARES IBOXX
+$170.0K
28,555
+6%
增持
FSK
FS KKR
+$166.0K
74,306
+9%
减持
EL
ESTEE LAUDER
-$163.0K
2,445
-13%
清仓
—
GENERAL ELECTRIC
-$162.0K
0
-100%
增持
PYPL
PAYPAL HOLDINGS
-$160.0K
6,280
+2%
减持
FV
FIRST TRUST
-$159.0K
52,487
-3%
减持
XLF
SECTOR FINANCIAL
-$151.0K
48,528
-10%
减持
IJR
ISHARES CORE
-$149.0K
27,101
-1%
增持
CWB
SPDR BLOOMBERG
+$143.0K
49,364
+5%
增持
VUG
VANGUARD GROWTH
+$142.0K
1,369
+54%
减持
XSOE
WISDOMTREE EMERGING
-$140.0K
20,531
-5%
减持
—
LAM RESEARCH CORPORATION
-$137.0K
629
-17%
减持
BA
BOEING COMPANY
-$137.0K
4,707
-4%
增持
IJH
ISHARES CORE
+$136.0K
11,427
+7%
减持
QCOM
QUALCOMM INC
-$135.0K
8,223
-2%
减持
EEMA
ISHARES MSCI
-$126.0K
12,697
-2%
增持
CALY
CALLAWAY GOLF
+$124.0K
32,453
+42%
减持
VEA
VANGUARD FTSE
-$119.0K
14,784
-12%
增持
VNLA
JANUS HENDERSON
+$115.0K
141,649
+2%
增持
FICO
FAIR ISAAC
-$113.0K
1,182
+2%
减持
MDY
SPDR S&P
-$110.0K
1,175
-15%
增持
RDVY
FIRST TRUST
+$110.0K
16,152
+18%
增持
VTV
VANGUARD VALUE
+$108.0K
8,340
+12%
减持
MILN
GLOBAL X
-$107.0K
51,409
-4%
减持
RBC
RBC BEARINGS
-$107.0K
4,266
-16%
增持
ITW
ILLINOIS TOOL
-$102.0K
6,934
+1%
减持
MU
MICRON TECHNOLOGY INC
-$101.0K
6,124
-3%
增持
QQQM
INVESCO NASDAQ
+$100.0K
18,841
+3%
减持
COIN
COINBASE GLOBAL
-$100.0K
1,386
-15%
增持
SPMD
SPDR PORTFOLIO
+$98.0K
76,278
+5%
减持
V
VISA INC
-$97.0K
8,731
-0%
减持
JPM
JPMORGAN CHASE
+$94.0K
13,764
-1%
增持
GM
GENERAL MOTORS
+$92.0K
6,625
+52%
减持
XLP
SECTOR CONSUMER
-$91.0K
12,734
-8%
增持
F
FORD MOTOR
+$89.0K
32,442
+30%
减持
CAT
CATERPILLAR INC
-$88.0K
3,209
-1%
减持
AMD
ADVANCED MICRO
+$86.0K
11,945
-2%
减持
DIS
WALT DISNEY
-$86.0K
10,982
-1%
减持
RSP
INVESCO S&P
-$85.0K
2,348
-19%
增持
QUAL
ISHARES MSCI
+$85.0K
57,096
+2%
增持
ABNB
AIRBNB INC
+$85.0K
3,206
+8%
增持
ACWI
ISHARES MSCI
+$84.0K
14,667
+7%
增持
SMG
SCOTTS MIRACLE-GRO
-$84.0K
3,660
+13%
增持
ISRG
INTUITIVE SURGICAL
+$82.0K
1,057
+0%
减持
SPYD
SPDR PORTFOLIO
-$81.0K
6,656
-22%
增持
IEFA
ISHARES CORE
+$80.0K
4,289
+34%
增持
LDSF
FIRST TRUST
+$78.0K
14,252
+39%
增持
VIG
VANGUARD DIVIDEND
+$77.0K
10,262
+6%
增持
EMQQ
EXCHANGE EMQQ
-$77.0K
19,585
+18%
增持
TDIV
FIRST TRUST
+$75.0K
26,616
+7%
增持
ICVT
ISHARES CONV
+$75.0K
2,969
+37%
减持
EEM
ISHARES MSCI
-$75.0K
9,947
-5%
清仓
—
CALL 1 FACEBOOK INC CL A
-$69.0K
0
-100%
减持
GOOG
ALPHABET INC
+$67.0K
781
-3%
增持
VCSH
VANGUARD SHORT
+$66.0K
5,935
+16%
增持
IGSB
ISHARES 1-5 YEAR
+$65.0K
6,756
+22%
增持
TSCO
TRACTOR SUPPLY
+$64.0K
2,521
+5%
减持
O
REALTY INCOME
-$64.0K
4,322
-16%
减持
CPRT
COPART INC
-$62.0K
8,819
-10%
增持
FNX
FIRST TRUST
+$61.0K
3,564
+24%
增持
PG
PROCTER & GAMBLE
+$61.0K
4,742
+6%
减持
VT
VANGUARD TOTAL
-$60.0K
20,909
-1%
减持
VZ
VERIZON COMMUNICATIONS
-$59.0K
18,192
-2%
减持
FAD
FIRST TRUST
-$58.0K
8,252
-5%
增持
ITB
ISHARES U S
+$58.0K
4,317
+31%
减持
UNH
UNITEDHEALTH GROUP
-$58.0K
2,600
-3%
增持
AVGO
BROADCOM INC
+$57.0K
3,634
+2%
增持
VWO
VANGUARD FSTE
-$56.0K
16,214
+2%
增持
NVR
NVR INC
+$56.0K
303
+8%
