小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 28
减持 81
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES CORE
-$3.7M
270,547
-5%
减持
AAPL
APPLE INC
-$3.4M
138,869
-11%
减持
MSFT
MICROSOFT CORP
-$2.7M
20,916
-23%
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。
清仓
VT
VANGUARD TOTAL
-$2.2M
0
-100%
增持
FSK
FS KKR
+$2.1M
164,229
+115%
减持
EFG
ISHARES MSCI
-$2.1M
21,888
-43%
减持
USMV
ISHARES MSCI
-$2.1M
70,928
-25%
减持
HD
HOME DEPOT
-$1.8M
8,278
-19%
增持
SPY
SPDR S&P
+$1.7M
33,449
+18%
增持
RSP
INVESCO S&P
+$1.6M
13,812
+324%
增持
IJR
ISHARES CORE
+$1.6M
49,054
+53%
减持
QQQ
INVESCO QQQ
-$1.6M
38,762
-2%
增持
SPMD
SPDR PORTFOLIO
+$1.6M
122,209
+44%
增持
FVD
FIRST TRUST
+$1.5M
550,706
+9%
减持
LQD
ISHARES IBOXX
-$1.3M
21,512
-27%
增持
IJH
ISHARES CORE
+$1.3M
17,886
+44%
减持
ARKK
ARK INNOVATION
-$1.3M
3,127
-80%
减持
IWO
ISHARES RUSSELL
-$1.3M
21,594
-7%
增持
VMBS
VANGUARD MORTGAGE
+$1.2M
35,371
+256%
增持
VCIT
VANGUARD INTERMEDIATE
+$1.2M
23,404
+161%
增持
ITA
ISHARES AEROSPACE
+$1.2M
14,889
+215%
增持
IVV
ISHARES CORE
-$1.1M
75,516
+2%
增持
IYT
ISHARES U S
+$1.1M
5,973
+218%
减持
IQLT
ISHARES MSCI
-$1.1M
8,719
-76%
减持
UNH
UNITEDHEALTH GROUP
-$1.1M
2,164
-50%
增持
XMMO
INVESCO S&P
+$1.0M
41,589
+49%
减持
FPX
FIRST TRUST
-$1.0M
52,066
-5%
清仓
DFAC
DIMENSIONAL US
-$1.0M
0
-100%
清仓
EMXC
ISHARES MSCI
-$985.0K
0
-100%
减持
MBB
ISHARES MBS
-$940.0K
25,918
-22%
增持
XLI
SECTOR INDUSTRIAL
+$895.0K
19,259
+87%
减持
PFE
PFIZER INC
-$889.0K
12,402
-52%
减持
META
META PLATFORMS
-$887.0K
2,659
-39%
减持
GOOGL
ALPHABET INC
-$877.0K
2,591
-7%
减持
XSOE
WISDOMTREE TR
-$855.0K
19,378
-52%
减持
MTUM
ISHARES MSCI
-$848.0K
50,171
-2%
建仓
XLRE
SELECT SECTOR
+$841.0K
17,411
减持
ABBV
ABBVIE INC
-$826.0K
3,504
-66%
清仓
EMQQ
EXCHANGE EMQQ
-$820.0K
0
-100%
减持
NVDA
NVIDIA CORP
-$820.0K
10,529
-16%
减持
JPM
JPMORGAN CHASE
-$802.0K
12,247
-22%
减持
JNJ
JOHNSON & JOHNSON
-$785.0K
3,225
-59%
减持
V
VISA INC
-$756.0K
8,613
-30%
建仓
MUB
ISHARES NATIONAL
+$735.0K
6,708
增持
XLB
SECTOR MATERIALS
+$708.0K
13,514
+154%
建仓
SPEM
SPDR PORTFOLIO
+$697.0K
18,031
减持
VNLA
JANUS HENDERSON
-$697.0K
123,545
-9%
增持
ICVT
ISHARES CONV
+$687.0K
12,325
+223%
减持
AVGO
BROADCOM INC
-$684.0K
2,009
-31%
清仓
—
APOLLO GLOBAL
-$678.0K
0
-100%
减持
CSCO
CISCO SYSTEMS
-$671.0K
6,085
-62%
减持
ABT
ABBOTT LABORATORIES
-$663.0K
1,993
-69%
减持
QQQM
INVESCO NASDAQ
-$649.0K
17,092
-13%
减持
FTSM
FIRST TRUST
-$637.0K
109,895
-8%
减持
NEE
NEXTERA ENERGY
-$635.0K
9,803
-38%
增持
XPO
XPO LOGISTICS
+$634.0K
13,907
+185%
减持
AMZN
AMAZON COM
-$620.0K
3,401
-3%
减持
ESGU
ISHARES ESG
-$619.0K
15,930
-23%
减持
CWB
SPDR BLOOMBERG
-$610.0K
46,518
-8%
减持
BAC
BANK AMERICA
-$603.0K
23,896
-33%
清仓
IBB
ISHARES BIOTECHNOLOGY
-$601.0K
0
-100%
减持
PG
PROCTER & GAMBLE
-$599.0K
4,966
-40%
减持
CMCSA
COMCAST CORP
-$599.0K
5,693
-67%
减持
PYPL
PAYPAL HOLDINGS
-$595.0K
6,720
-8%
增持
VIG
VANGUARD DIVIDEND
+$587.0K
14,485
+41%
减持
UNP
UNION PACIFIC CORP
-$587.0K
1,064
-69%
减持
AMD
ADVANCED MICRO
-$585.0K
8,414
-20%
增持
RDVY
FIRST TRUST
+$582.0K
34,560
+61%
增持
GLD
SPDR GOLD
+$572.0K
5,398
+129%
减持
EEMA
ISHARES MSCI
-$565.0K
6,475
-49%
减持
CRM
SALESFORCE.COM INC
-$541.0K
3,297
-32%
减持
TFI
SPDR NUVEEN
-$533.0K
10,546
-47%
增持
SDVY
FIRST TRUST
+$530.0K
33,709
+150%
清仓
IGSB
ISHARES 1-5 YEAR
-$507.0K
0
-100%
清仓
XLE
SECTOR ENERGY
-$506.0K
0
-100%
减持
DIA
SPDR DOW
-$504.0K
6,267
-15%
减持
ITW
ILLINOIS TOOL
-$494.0K
3,664
-28%
清仓
ECL
ECOLAB INC
-$493.0K
0
-100%
清仓
MDLZ
MONDELEZ INTERNATIONAL
-$492.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS
-$491.0K
0
-100%
清仓
PPG
PPG INDUSTRIES
-$489.0K
0
-100%
减持
JSML
JANUS DETROIT
-$482.0K
11,654
-34%
清仓
ORCL
ORACLE CORP
-$481.0K
0
-100%
清仓
WFC
WELLS FARGO
-$473.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY
-$469.0K
0
-100%
减持
NVR
NVR INC
-$469.0K
313
-1%
减持
TMO
THERMO FISHER
-$464.0K
2,154
-17%
减持
GOVT
ISHARES U S
-$458.0K
15,416
-51%
减持
SPYM
SPDR PORTFOLIO
-$456.0K
7,831
-50%
减持
RTX
RAYTHEON TECHNOLOGIES
-$456.0K
3,412
-63%
清仓
STIP
ISHARES 0-5
-$452.0K
0
-100%
清仓
GXO
GXO LOGISTICS
-$444.0K
0
-100%
减持
TXN
TEXAS INSTRUMENTS
-$444.0K
6,549
-25%
增持
DE
DEERE & CO
+$441.0K
3,976
+13%
增持
TREX
TREX CO
-$438.0K
8,965
+18%
减持
UPS
UNITED PARCEL
-$436.0K
1,233
-62%
减持
XLK
SECTOR TECHNOLOGY
-$431.0K
7,816
-19%
增持
SPAB
SPDR PORTFOLIO
-$415.0K
521,473
+4%
减持
ADBE
ADOBE INC
-$413.0K
1,186
-29%
清仓
SRE
SEMPRA
-$412.0K
0
-100%
减持
BX
BLACKSTONE INC
-$412.0K
66,583
-3%
减持
DIS
WALT DISNEY
-$396.0K
12,283
-9%
增持
FTCS
FIRST TRUST
-$388.0K
140,294
+4%
减持
IUSG
ISHARES S&P
-$385.0K
35,593
-1%
清仓
—
SEAGATE TECHNOLOGY
-$384.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$384.0K
5,324
-28%
清仓
MMM
3M COMPANY
-$379.0K
0
-100%
增持
TSLA
TESLA INC
+$378.0K
6,574
+4%
减持
SPYG
SPDR PORTFOLIO
-$374.0K
44,946
-1%
减持
ZTS
ZOETIS INC
-$370.0K
1,186
-51%
减持
KO
COCA COLA COMPANY
-$367.0K
3,289
-66%
减持
MRK
MERCK & COMPANY
-$367.0K
5,247
-50%
建仓
FTGC
FIRST TRUST
+$366.0K
12,868
清仓
USB
U S BANCORP DE
-$366.0K
0
-100%
增持
AGGY
WISDOMTREE YIELD
+$360.0K
49,298
+27%
减持
VZ
VERIZON COMMUNICATIONS
-$358.0K
18,268
-26%
减持
MILN
GLOBAL X
-$356.0K
48,992
-3%
清仓
GS
GOLDMAN SACHS
-$355.0K
0
-100%
减持
AMT
AMERICAN TOWER
-$353.0K
2,945
-21%
清仓
AMAT
APPLIED MATERIALS
-$351.0K
0
-100%
减持
NKE
NIKE INC
-$351.0K
6,710
-11%
减持
QCOM
QUALCOMM INC
-$351.0K
4,723
-20%
减持
—
LINDE PLC
-$348.0K
775
-55%
清仓
LMBS
FIRST TRUST
-$348.0K
0
-100%
清仓
QRVO
QORVO INC
-$340.0K
0
-100%
清仓
BDX
BECTON DICKINSON
-$339.0K
0
-100%
减持
CSX
CSX CORP
-$318.0K
10,936
-43%
清仓
WMB
WILLIAMS COS
-$315.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$313.0K
0
-100%
增持
POOL
POOL CORP
-$311.0K
3,032
+8%
建仓
—
STAR BULK
+$310.0K
10,440
减持
EFAV
ISHARES MSCI
-$297.0K
3,239
-53%
减持
WM
WASTE MANAGEMENT
-$294.0K
5,578
-21%
清仓
DJT
DIGITAL WORLD
-$294.0K
0
-100%
减持
MA
MASTERCARD INC
-$293.0K
3,171
-20%
减持
VMC
VULCAN MATERIALS
-$292.0K
1,171
-52%
清仓
PAYX
PAYCHEX INC
-$291.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$291.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$290.0K
0
-100%
减持
NFLX
NETFLIX INC
-$288.0K
748
-21%
清仓
QEFA
SPDR INDEX
-$288.0K
0
-100%
清仓
SPDW
SPDR PORTFOLIO
-$287.0K
0
-100%
清仓
TIP
ISHARES TIPS
-$287.0K
0
-100%
减持
ENB
ENBRIDGE INC
-$285.0K
4,947
-62%
减持
ROK
ROCKWELL AUTOMATION
-$284.0K
3,876
-1%
减持
WMT
WALMART INC
-$283.0K
4,886
-30%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$280.0K
19,575
-17%
减持
DGRW
WISDOMTREE TRUST
-$278.0K
64,613
-3%
减持
ROKU
ROKU INC
-$278.0K
2,692
-0%
清仓
BKNG
BOOKING HOLDINGS
-$276.0K
0
-100%
