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
24Q4 调仓
2022-03-31 → 2024-12-31 · 共 150 项
建仓 51
增持 35
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$19.7M
91,683
+21%
建仓
WINN
HSBC LONG
+$15.3M
562,345
增持
NVDA
NVIDIA CORPORATION
+$8.7M
86,135
+718%
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
SDVY
FIRST TRUST
+$8.0M
249,404
+640%
减持
MTUM
ISHARES MSCI
-$7.5M
4,688
-91%
增持
RDVY
FIRST TRUST
+$7.2M
149,934
+334%
增持
SPYM
SPDR SER TR
+$7.0M
107,010
+1266%
减持
AAPL
APPLE INC
+$6.8M
123,818
-11%
建仓
USFR
WISDOMTREE TR
+$6.6M
130,874
减持
AGG
ISHARES CORE
-$5.6M
241,271
-11%
建仓
BUFR
FIRST TRUST
+$5.6M
182,974
增持
HUSV
FIRST TRUST
+$5.4M
186,367
+302%
建仓
SGOV
ISHARES 0-3
+$5.1M
50,914
建仓
JQUA
JPMORGAN US
+$4.9M
86,362
增持
DGRW
WISDOMTREE TRUST
+$4.7M
108,634
+68%
增持
USMC
PRINCIPAL US
+$4.3M
184,789
+16%
增持
AMZN
AMAZON COM INC
+$4.3M
70,102
+1961%
增持
FTLS
FIRST TRUST
+$4.3M
68,659
+1387%
建仓
SPYV
SPDR PORTFOLIO
+$4.2M
81,622
减持
QUAL
ISHARES TR
-$4.2M
24,295
-61%
减持
USMV
ISHARES MSCI
-$4.0M
17,218
-76%
建仓
MSTR
MICROSTRATEGY INC
+$3.9M
13,441
减持
SPY
SPDR S&P
-$3.7M
19,529
-42%
减持
XMMO
INVESCO S&P
-$3.6M
55
-100%
清仓
CWB
SPDR BLOOMBERG
-$3.6M
0
-100%
建仓
COWZ
PACER US
+$3.6M
62,877
建仓
FICS
FIRST TRUST
+$3.5M
104,456
增持
FMB
FIRST TRUST
+$3.3M
69,785
+1097%
减持
FTSM
FIRST TRUST
-$3.2M
55,618
-49%
增持
GOOGL
ALPHABET INC
+$3.2M
55,052
+2025%
减持
FNX
FIRST TRUST
-$3.2M
271
-99%
减持
FPX
FIRST TRUST
-$3.1M
21,282
-59%
建仓
UCON
FIRST TRUST
+$3.0M
123,695
减持
FVD
FIRST TRUST
-$3.0M
464,135
-16%
减持
SPMD
SPDR PORTFOLIO
-$2.9M
52,014
-57%
建仓
AVEM
AVANTIS EMERGING
+$2.9M
49,618
建仓
BUFQ
FIRST TRUST
+$2.9M
91,809
增持
MSFT
MICROSOFT CORP
+$2.7M
21,806
+4%
建仓
PPA
INVESCO AEROSPACE
+$2.6M
22,452
减持
QQQM
INVESCO NASDAQ
-$2.5M
109
-99%
建仓
IQDG
WISDOMTREE TR
+$2.5M
73,253
减持
FSK
FS KKR
-$2.4M
60,436
-63%
减持
MBB
ISHARES MBS
-$2.4M
2,584
-90%
减持
LQD
ISHARES IBOXX
-$2.4M
1,979
-91%
减持
IWO
ISHARES RUSSELL
-$2.3M
11,074
-49%
建仓
MMIT
NEW YORK LIFE
+$2.3M
96,497
建仓
AVDE
AVANTIS INTL
+$2.3M
37,225
建仓
GBTG
GLOBAL BUSINESS
+$2.3M
243,852
增持
META
META PLATFORMS
+$2.3M
4,857
+83%
增持
GLD
SPDR GOLD
+$2.2M
13,168
+144%
增持
AVGO
BROADCOM INC
+$2.2M
14,898
+642%
建仓
PSET
PRINCIPAL QUALITY
+$2.1M
29,843
增持
VIG
VANGUARD DIVIDEND
+$2.1M
22,723
+57%
减持
IJR
ISHARES CORE
-$2.1M
28,081
-43%
清仓
SPGM
SPDR MSCI
-$2.0M
0
-100%
建仓
JPST
JPMORGAN
+$2.0M
39,142
建仓
MMIN
NEW YORK LIFE
+$1.9M
81,501
减持
VCIT
VANGUARD INTERMEDIATE
-$1.9M
1,962
-92%
增持
SPSM
SPDR PORTFOLIO
+$1.8M
53,611
+298%
增持
FIXD
FIRST TRUST
+$1.8M
64,986
+232%
减持
MILN
GLOBAL X
-$1.8M
201
-100%
减持
FAST
FASTENAL CO
-$1.8M
13
-100%
减持
SPAB
SPDR PORTFOLIO
-$1.7M
510,955
-2%
增持
IJH
ISHARES CORE
-$1.7M
49,429
+176%
减持
RSP
INVESCO S&P
-$1.7M
2,620
-81%
建仓
FPE
FIRST TRUST
+$1.7M
93,941
建仓
WCMI
FIRST TRUST
+$1.7M
125,844
建仓
PTF
INVESCO DORSEY
+$1.7M
22,790
建仓
SPIB
SPDR PORTFOLIO
+$1.6M
49,457
清仓
IYT
ISHARES U S
-$1.6M
0
-100%
增持
SPYG
SPDR SER TR
+$1.6M
51,409
+14%
减持
GNRC
GENERAC HOLDINGS
-$1.6M
1,200
-80%
减持
ITA
ISHARES AEROSPACE
-$1.6M
338
-98%
减持
BX
BLACKSTONE INC
+$1.6M
58,272
-12%
建仓
PLTR
PALANTIR TECHNOLOGIES
+$1.6M
21,000
减持
QQQ
INVESCO QQQ TR
+$1.5M
30,501
-21%
建仓
KNG
FIRST TRUST
+$1.5M
29,301
增持
ACWI
ISHARES MSCI
+$1.5M
25,062
+67%
减持
MANH
MANHATTAN ASSOCS
-$1.4M
4
-100%
减持
VMBS
VANGUARD MORTGAGE
-$1.4M
7,661
-78%
增持
JPM
JPMORGAN CHASE
+$1.4M
12,871
+5%
减持
DE
DEERE & CO
-$1.4M
583
-85%
减持
NVR
NVR INC
-$1.4M
2
-99%
增持
HTGC
HERCULES CAPITAL
+$1.4M
115,658
+117%
清仓
ROL
ROLLINS INC
-$1.4M
0
-100%
建仓
XMLV
INVESCO EXCHANGE
+$1.3M
21,801
增持
HTRB
HARTFORD TOTAL
+$1.3M
113,453
+68%
清仓
POOL
POOL CORP
-$1.3M
0
-100%
建仓
JMUB
JP MORGAN
+$1.2M
24,836
建仓
GEM
GOLDMAN SACHS ETF TR
+$1.2M
38,668
减持
TOTL
SPDR DOUBLELINE
-$1.2M
68
-100%
清仓
CALY
CALLAWAY GOLF
-$1.2M
0
-100%
减持
EFG
ISHARES TR
-$1.2M
9,445
-57%
建仓
SPTI
SPDR INTERMEDIATE
+$1.2M
41,534
减持
XLI
INDUSTRIAL SELECT
-$1.2M
6,320
-67%
建仓
HFXI
NEW YORK LIFE
+$1.1M
43,957
建仓
FTGS
FIRST TRUST
+$1.1M
36,411
减持
TDG
TRANSDIGM GROUP
-$1.1M
57
-97%
减持
—
ASML HOLDING
-$1.1M
96
-95%
减持
CIBR
FIRST TRUST
-$1.1M
7,011
-76%
建仓
DYNF
BLACKROCK ISHARES
+$1.1M
21,560
减持
CPRT
COPART INC
-$1.1M
1,276
-86%
建仓
PID
INVESCO INTL
+$1.1M
59,102
清仓
AOS
SMITH AO
-$1.1M
0
-100%
减持
TXN
TEXAS INSTRUMENTS
-$1.1M
743
-89%
增持
IVW
ISHARES TR
+$1.1M
13,074
+276%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.0M
5,588
+31%
建仓
SPDW
SPDR PORTFOLIO
+$1.0M
30,188
减持
DIS
WALT DISNEY
-$1.0M
6,032
-51%
清仓
XPO
XPO LOGISTICS
-$1.0M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES
-$975.1K
17
-99%
减持
XLB
SECTOR MATERIALS
-$964.1K
2,696
-80%
减持
JMST
JP MORGAN
-$956.4K
209
-99%
增持
VUG
VANGUARD GROWTH
+$947.5K
3,266
+139%
建仓
APO
APOLLO GLOBAL
+$936.7K
5,671
减持
COST
COSTCO WHOLESALE
+$923.1K
4,068
-17%
增持
VOO
VANGUARD S&P
+$919.2K
4,105
+32%
增持
PANW
PALO ALTO
+$918.1K
6,892
+1176%
减持
ICVT
ISHARES CONV
-$908.7K
1,392
-89%
增持
SKYY
FIRST TRUST
+$899.9K
16,529
+40%
建仓
XLE
SECTOR ENERGY
+$888.0K
10,366
建仓
NTSX
WISDOMTREE U S
+$886.2K
18,979
减持
PDI
PIMCO DYNAMIC
-$882.5K
5,533
-86%
建仓
SPHD
INVESCO S&P
+$856.1K
17,720
增持
GAL
SSGA ACTIVE ETF TR
+$851.9K
26,909
+251%
建仓
QEFA
SPDR INDEX
+$848.4K
11,699
建仓
FLMI
FRANKLIN DYNAMIC
+$822.2K
33,647
减持
EXPD
EXPEDITORS INTL
-$820.1K
8
-100%
减持
ESGU
ISHARES TR
-$817.9K
6,179
-61%
建仓
CALF
PACER U S
+$816.3K
18,549
减持
RBC
RBC BEARINGS
-$799.0K
127
-97%
减持
BND
VANGUARD TOTAL
-$794.9K
474
-95%
建仓
BUFD
FIRST TRUST
+$776.2K
30,417
建仓
TBLL
INVESCO SHORT
+$776.1K
7,349
减持
WM
WASTE MANAGEMENT
-$771.4K
557
-90%
建仓
ULST
SPDR SSGA
+$765.0K
18,930
增持
FEX
FIRST TRUST
+$754.9K
15,062
+63%
减持
FXH
FIRST TRUST
-$752.7K
15,551
-25%
建仓
LRGE
LEGG MASON
+$736.7K
9,789
增持
WMT
WALMART INC
+$736.0K
16,204
+232%
建仓
FDL
FIRST TRUST
+$732.9K
18,202
建仓
LLY
ELI LILLY
+$721.6K
934
减持
LEA
LEAR CORP
-$710.3K
7
-100%
减持
NKE
NIKE INC
-$706.6K
2,595
-61%
减持
PYPL
PAYPAL HOLDINGS
-$700.5K
896
-87%
建仓
AMAT
APPLIED MATERIALS
+$699.5K
4,301
建仓
RWL
INVESCO S&P
+$699.3K
7,141
建仓
FTHI
FIRST TRUST
+$696.2K
29,919
增持
NFLX
NETFLIX INC
+$690.6K
1,089
+46%
减持
AMT
AMERICAN TOWER
-$684.9K
300
-90%
