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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 52
增持 85
减持 12
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$10.7M
155,504
+30%
增持
IVV
ISHARES CORE
+$5.3M
74,160
+6%
增持
FVD
FIRST TRUST
+$3.1M
506,484
+6%
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
MSFT
MICROSOFT CORP
+$3.0M
27,223
+25%
增持
SPYG
SPDR SER TR
+$3.0M
45,286
+797%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$2.9M
31,890
+795%
增持
SPY
SPDR S&P
+$2.8M
28,229
+14%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.5M
69,038
+1187%
增持
DGRW
WISDOMTREE TR
+$2.4M
66,684
+99%
建仓
SPGM
SPDR INDEX SHS FDS
+$2.1M
36,410
增持
QQQ
INVESCO QQQ
+$2.1M
39,382
+4%
增持
AGGY
WISDOMTREE YIELD
+$1.7M
38,680
+529%
建仓
HUSV
FIRST TR EXCH TRADED FD III
+$1.7M
46,683
增持
FTCS
FIRST TRUST
+$1.7M
134,345
+4%
减持
TSLA
TESLA INC
+$1.7M
6,346
-3%
建仓
HDMV
FIRST TR EXCH TRADED FD III
+$1.6M
49,000
增持
SPAB
SPDR PORTFOLIO
+$1.5M
503,259
+12%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
12,556
+17%
增持
HD
HOME DEPOT
+$1.4M
10,213
+18%
增持
BX
BLACKSTONE INC
+$1.3M
68,504
+5%
增持
AMZN
AMAZON COM
+$1.3M
3,511
+11%
建仓
CFA
VICTORY PORTFOLIOS II
+$1.2M
15,115
增持
UNH
UNITEDHEALTH GROUP
+$1.2M
4,319
+66%
增持
USMC
PRINCIPAL US
+$1.2M
153,839
+10%
增持
ESGU
ISHARES TR
+$1.1M
20,691
+87%
减持
AGG
ISHARES CORE
-$1.1M
286,284
-3%
增持
QUAL
ISHARES MSCI
+$1.1M
59,077
+3%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.1M
30,201
+308%
增持
GOOGL
ALPHABET INC
+$1.1M
2,790
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
23,514
+517%
增持
—
EATON CORP
+$939.0K
7,315
+236%
增持
PFE
PFIZER INC
+$929.0K
25,927
+85%
增持
ABBV
ABBVIE INC
+$882.0K
10,293
+117%
清仓
—
PIMCO DYNAMIC
-$869.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$861.0K
7,931
+158%
减持
SPYM
SPDR PORTFOLIO
-$832.0K
15,618
-54%
增持
VTI
VANGUARD INDEX FDS
+$755.0K
6,371
+81%
增持
PDI
PIMCO DYNAMIC
+$749.0K
42,161
+227%
增持
XSOE
WISDOMTREE TR
+$722.0K
40,368
+97%
增持
V
VISA INC
+$721.0K
12,301
+41%
增持
IJR
ISHARES CORE
+$714.0K
32,076
+18%
增持
USMV
ISHARES MSCI
+$700.0K
94,036
+0%
增持
NEE
NEXTERA ENERGY
+$699.0K
15,694
+61%
增持
PG
PROCTER & GAMBLE
+$695.0K
8,303
+75%
增持
SPMD
SPDR PORTFOLIO
+$690.0K
84,658
+11%
增持
ABT
ABBOTT LABS
+$687.0K
6,385
+256%
增持
COST
COSTCO WHOLESALE
+$650.0K
5,417
+0%
增持
GOOG
ALPHABET INC
+$650.0K
944
+21%
增持
UNP
UNION PACIFIC CORP
+$643.0K
3,485
+190%
增持
POOL
POOL CORP
+$572.0K
2,815
+20%
建仓
KO
COCA COLA COMPANY
+$571.0K
9,639
增持
DIA
SPDR DOW
+$568.0K
7,370
+18%
增持
MANH
MANHATTAN ASSOCS
+$540.0K
9,041
+60%
增持
CMCSA
COMCAST CORP
+$539.0K
17,206
+194%
建仓
SDY
SPDR SER TR
+$528.0K
4,090
增持
—
ASML HOLDING
+$525.0K
1,722
+52%
增持
CSCO
CISCO SYSTEMS
+$517.0K
15,933
+76%
增持
IJH
ISHARES CORE
+$515.0K
12,439
+9%
建仓
ENB
ENBRIDGE INC
+$513.0K
13,123
建仓
VMC
VULCAN MATERIALS
+$507.0K
2,442
减持
LMT
LOCKHEED MARTIN
-$503.0K
3,582
-30%
增持
BAC
BANK AMERICA
+$494.0K
35,702
+39%
建仓
ECL
ECOLAB INC
+$493.0K
2,103
建仓
MDLZ
MONDELEZ INTERNATIONAL
+$492.0K
7,424
建仓
SHW
SHERWIN WILLIAMS
+$491.0K
1,394
建仓
PPG
PPG INDUSTRIES
+$489.0K
2,837
增持
RTX
RAYTHEON TECHNOLOGIES
+$485.0K
9,232
+157%
建仓
EIX
EDISON INTL
+$484.0K
7,091
建仓
ORCL
ORACLE CORP
+$481.0K
5,520
建仓
DSL
DOUBLELINE INCOME
+$476.0K
29,502
建仓
FTSD
FRANKLIN ETF TR
+$460.0K
4,898
建仓
STIP
ISHARES 0-5
+$452.0K
4,270
增持
GAB
GABELLI EQUITY
+$451.0K
497,124
+6%
增持
UPS
UNITED PARCEL
+$450.0K
3,266
+138%
增持
MTUM
ISHARES MSCI
+$431.0K
51,096
+1%
建仓
DSI
ISHARES TR
+$424.0K
4,566
增持
QQQM
INVESCO NASDAQ
+$423.0K
19,538
+4%
建仓
—
COLUMBIA ETF TR I
+$414.0K
10,849
增持
NVR
NVR INC
+$414.0K
316
+4%
建仓
SRE
SEMPRA
+$412.0K
3,116
增持
EFG
ISHARES MSCI
+$411.0K
38,389
+7%
建仓
SDVY
FIRST TRUST
+$409.0K
13,491
增持
IUSB
ISHARES CORE
+$409.0K
20,597
+61%
增持
MRK
MERCK & COMPANY
+$409.0K
10,410
+101%
增持
CSX
CSX CORP
+$406.0K
19,355
+79%
增持
MA
MASTERCARD INC
+$400.0K
3,969
+35%
增持
DE
DEERE & CO
+$400.0K
3,533
+46%
增持
AMT
AMERICAN TOWER
+$396.0K
3,736
+42%
建仓
DGRO
ISHARES TR
+$395.0K
7,099
减持
AOS
SMITH AO
+$392.0K
16,796
-2%
增持
ZTS
ZOETIS INC
+$390.0K
2,434
+132%
增持
CVX
CHEVRON CORP
+$389.0K
9,259
+35%
增持
TMO
THERMO FISHER
+$385.0K
2,602
+10%
建仓
—
SEAGATE TECHNOLOGY
+$384.0K
3,399
建仓
SPYX
SPDR SER TR
+$383.0K
3,255
增持
CIBR
FIRST TRUST
+$380.0K
27,512
+25%
建仓
MMM
3M COMPANY
+$379.0K
2,136
增持
—
LINDE PLC
+$375.0K
1,719
+128%
建仓
DON
WISDOMTREE TR
+$373.0K
8,415
增持
FAST
FASTENAL CO
+$372.0K
29,414
+0%
增持
TXN
TEXAS INSTRUMENTS
+$371.0K
8,734
+32%
建仓
USB
U S BANCORP DE
+$366.0K
6,518
建仓
FCX
FREEPORT MCMORAN
+$364.0K
8,720
增持
—
APOLLO GLOBAL
+$363.0K
9,361
+83%
增持
XLV
SELECT SECTOR SPDR TR
+$362.0K
6,226
+54%
增持
FXH
FIRST TRUST
+$360.0K
21,020
+11%
增持
WMT
WALMART INC
+$357.0K
6,988
+49%
减持
IUSG
ISHARES S&P
+$350.0K
35,851
-3%
减持
VNLA
JANUS HENDERSON
-$347.0K
136,451
-4%
增持
RDVY
FIRST TRUST
+$344.0K
21,446
+33%
建仓
BDX
BECTON DICKINSON
+$339.0K
1,349
增持
WM
WASTE MANAGEMENT
+$335.0K
7,056
+25%
增持
XMMO
INVESCO S&P
+$329.0K
27,944
+6%
增持
HTGC
HERCULES CAPITAL
+$326.0K
48,790
+68%
增持
EFV
ISHARES MSCI
+$326.0K
14,238
+85%
建仓
GAL
SSGA ACTIVE ETF TR
+$319.0K
6,927
建仓
WMB
WILLIAMS COS
+$315.0K
12,108
建仓
ADSK
AUTODESK INC
+$313.0K
1,114
增持
VZ
VERIZON COMMUNICATIONS
+$306.0K
24,808
+36%
建仓
CRBN
ISHARES TR
+$302.0K
1,736
建仓
PDO
PIMCO DYNAMIC
+$301.0K
15,377
建仓
SUSC
ISHARES TR
+$299.0K
10,939
建仓
DJT
DIGITAL WORLD
+$294.0K
5,725
建仓
PAYX
PAYCHEX INC
+$291.0K
2,131
建仓
—
MEDTRONIC PLC
+$291.0K
2,817
建仓
COP
CONOCOPHILLIPS
+$290.0K
4,023
建仓
TIP
ISHARES TIPS
+$287.0K
2,220
建仓
RODM
LATTICE STRATEGIES TR
+$285.0K
9,457
增持
GOVT
ISHARES U S
+$283.0K
31,578
+50%
减持
AMD
ADVANCED MICRO
+$276.0K
10,459
-12%
建仓
AIG
AMERICAN INTL
+$273.0K
4,805
减持
—
OATLY GROUP
-$271.0K
14,650
-43%
建仓
SYY
SYSCO CORP
+$271.0K
3,445
增持
ADBE
ADOBE INC
+$270.0K
1,681
+42%
建仓
TJX
TJX COS
+$267.0K
3,514
建仓
TER
TERADYNE INC
+$267.0K
1,635
建仓
PNC
PNC FINANCIAL
+$263.0K
1,314
增持
PYPL
PAYPAL HOLDINGS
-$262.0K
7,274
+16%
增持
TREX
TREX CO
+$260.0K
7,585
+1%
减持
FPX
FIRST TRUST
-$258.0K
54,712
-3%
减持
ARKK
ARK INNOVATION
-$258.0K
15,706
-0%
建仓
EES
WISDOMTREE TR
+$255.0K
4,954
建仓
NUMG
NUSHARES ETF TR
+$254.0K
5,172
增持
TDIV
FIRST TRUST
+$252.0K
27,922
+5%
增持
CRM
SALESFORCE.COM INC
+$252.0K
4,884
+34%
建仓
SCHD
SCHWAB STRATEGIC TR
+$250.0K
3,089
建仓
—
PIONEER NATURAL
+$249.0K
1,367
建仓
BMY
BRISTOL MYERS
+$248.0K
3,976
建仓
WDAY
WORKDAY INC
+$248.0K
908
减持
BABA
ALIBABA GROUP
-$248.0K
2,867
-28%
