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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 91
减持 51
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$5.2M
86,754
-5%
增持
IWD
ISHARES RUSSELL
+$4.4M
25,697
+1019%
建仓
MDY
SPDR S&P
+$3.4M
6,320
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。
减持
AVEM
AVANTIS EMERGING
-$2.9M
30
-100%
增持
AAPL
APPLE INC
-$2.5M
128,482
+4%
减持
HTRB
HARTFORD TOTAL
-$2.2M
46,450
-59%
增持
FBND
FIDELITY TOTAL
+$2.2M
48,242
+10456%
增持
TSLA
TESLA INC
-$2.1M
17,619
+6%
减持
GOOGL
ALPHABET INC
-$1.9M
54,811
-0%
减持
BX
BLACKSTONE INC
-$1.9M
58,105
-0%
增持
AMZN
AMAZON COM INC
-$1.5M
73,150
+4%
增持
IGRO
ISHARES INTL
+$1.4M
20,222
+6686%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
93,940
+9%
增持
DGRW
WISDOMTREE US
+$1.3M
126,235
+16%
增持
RDVY
FIRST TRUST
+$1.3M
172,932
+15%
增持
WINN
HARBOR LONG
-$1.1M
580,107
+3%
增持
AGG
ISHARES CORE
+$1.0M
246,826
+2%
增持
QUAL
ISHARES TR
+$1.0M
31,317
+29%
增持
BUFR
FIRST TRUST
+$962.7K
220,207
+20%
增持
SDVY
FIRST TRUST
+$930.4K
294,671
+18%
增持
RWL
INVESCO S&P
+$927.8K
16,379
+129%
增持
MSFT
MICROSOFT CORP
-$924.9K
22,020
+1%
增持
SPYG
SPDR SER TR
+$911.5K
67,568
+31%
减持
FMB
FIRST TRUST
-$844.0K
53,860
-23%
建仓
QGRO
AMERICAN CENTURY
+$816.2K
8,713
减持
IQDG
WISDOMTREE TR
-$805.1K
47,672
-35%
增持
AVGO
BROADCOM INC
-$799.8K
15,852
+6%
增持
GLD
SPDR GOLD
+$754.3K
13,683
+4%
增持
SPY
SPDR S&P
+$729.1K
21,764
+11%
增持
IWF
ISHARES RUSSELL
+$722.6K
2,743
+311%
增持
FDL
FIRST TRUST
+$700.5K
32,996
+81%
减持
KNG
FIRST TRUST
-$679.9K
15,663
-47%
增持
SPMD
SPDR PORTFOLIO
+$670.6K
68,684
+32%
增持
VTI
VANGUARD TOTAL
+$662.4K
7,175
+59%
增持
MSTR
MICROSTRATEGY INC
+$651.5K
15,764
+17%
减持
BOND
PIMCO ACTIVE
-$596.6K
522
-93%
减持
CALF
PACER U S
-$578.5K
6,341
-66%
减持
USFR
WISDOMTREE TR
-$576.4K
119,397
-9%
增持
GBTG
GLOBAL BUSINESS
+$555.1K
388,155
+59%
增持
HYLS
FIRST TRUST
+$524.4K
14,364
+811%
减持
BUFD
FIRST TRUST
-$519.8K
10,280
-66%
增持
BRK/B
BERKSHIRE HATHAWAY
+$493.7K
5,683
+2%
增持
FPE
FIRST TRUST
+$490.1K
122,394
+30%
增持
PAAA
PGIM AAA
+$483.4K
9,653
+4043%
减持
IUSG
ISHARES S&P
-$471.5K
26,826
-4%
增持
BND
VANGUARD TOTAL
+$465.9K
6,807
+1336%
增持
VXUS
VANGUARD TOTAL
+$448.6K
7,636
+1655%
减持
VTV
VANGUARD VALUE
-$443.8K
5,477
-33%
减持
HUSV
FIRST TRUST
+$435.2K
184,118
-1%
增持
FICS
FIRST TRUST
+$433.6K
108,636
+4%
减持
FIXD
FIRST TRUST
-$432.9K
53,823
-17%
减持
FTSM
FIRST TRUST
-$425.7K
48,439
-13%
增持
FTGS
FIRST TRUST
+$415.9K
52,408
+44%
减持
IWO
ISHARES RUSSELL
-$382.6K
10,977
-1%
建仓
FYC
FIRST TRUST
+$368.6K
5,357
减持
MMIT
NYLI MACKAY
-$368.4K
81,288
-16%
增持
VIG
VANGUARD DIVIDEND
+$367.2K
24,832
+9%
减持
PID
INVESCO INTL
-$365.5K
37,583
-36%
增持
BSV
VANGUARD SHORT
+$354.7K
4,615
+5394%
增持
AEP
AMERICAN ELECTRIC
+$344.9K
10,951
+19%
减持
HTGC
HERCULES CAPITAL
-$335.6K
103,486
-11%
减持
CMG
CHIPOTLE MEXICAN
-$312.8K
1,164
-81%
增持
HELO
JPMORGAN HEDGED
+$312.1K
7,111
+293%
增持
SPTS
SPDR PORTFOLIO
+$311.5K
14,994
+243%
增持
PULS
PGIM ULTRA
+$311.1K
7,679
+438%
减持
IJR
ISHARES CORE
-$306.7K
28,007
-0%
增持
SPAB
SPDR AGGREGATE
+$302.8K
511,809
+0%
增持
DOV
DOVER CORP
+$302.8K
1,986
+707%
减持
SPLV
INVESCO S&P
-$299.0K
1,873
-70%
建仓
XMVM
INVESCO S&P
+$293.0K
5,555
增持
GARP
ISHARES MSCI
+$289.3K
8,658
+219%
增持
JQUA
JPMORGAN US
+$288.7K
92,698
+7%
增持
ANET
ARISTA NETWORKS
+$287.9K
4,732
+565%
增持
PTF
INVESCO DORSEY
-$280.8K
23,284
+2%
减持
MMIN
NYLI MACKAY
-$280.5K
70,356
-14%
增持
JPST
JPMORGAN
+$275.2K
44,377
+13%
减持
LCTU
BLACKROCK U S
-$269.6K
476
-90%
减持
ESGU
ISHARES ESG
-$266.9K
4,340
-30%
增持
IAU
ISHARES GOLD
+$266.6K
7,818
+99%
减持
FVD
FIRST TRUST
+$266.4K
460,220
-1%
减持
FCX
FREEPORT MCMORAN
-$253.0K
1,507
-81%
减持
V
VISA INC
+$251.6K
7,665
-1%
增持
BNDX
VANGUARD TOTAL
+$251.1K
6,100
+541%
减持
NOW
SERVICENOW INC
-$248.6K
468
-20%
增持
USMV
ISHARES MSCI
+$244.0K
18,928
+10%
减持
VUG
VANGUARD GROWTH
-$240.6K
2,966
-9%
增持
QQQ
INVESCO QQQ TR
-$239.9K
32,742
+7%
增持
GEV
GE VERNOVA
+$239.9K
1,222
+202%
建仓
EAGG
ISHARES TR
+$235.8K
4,966
增持
GOOG
ALPHABET INC
-$234.4K
10,160
+6%
增持
—
EATON CORP
+$234.0K
2,219
+99%
减持
WCMI
FIRST TRUST
-$226.6K
101,096
-20%
增持
BA
BOEING COMPANY
+$223.5K
5,250
+38%
增持
LMBS
FIRST TRUST
+$222.9K
4,781
+1812%
减持
SOXX
ISHARES SEMICONDUCTOR
-$220.4K
1,227
-41%
减持
EIX
EDISON INTL
-$220.0K
542
-83%
增持
SPIB
SPDR PORTFOLIO
+$220.0K
55,361
+12%
增持
USMC
PRINCIPAL US
-$213.9K
191,599
+4%
建仓
JSMD
JANUS DETROIT
+$212.6K
3,037
增持
BIL
SPDR BLOOMBERG
+$212.4K
3,840
+151%
增持
CVX
CHEVRON CORP
+$210.6K
7,835
+3%
减持
FV
FIRST TRUST
-$210.3K
43,433
-1%
减持
IJH
ISHARES CORE
-$207.2K
49,232
-0%
增持
SO
SOUTHERN COMPANY
+$206.8K
9,155
+19%
增持
VZ
VERIZON COMMUNICATIONS
+$199.5K
27,726
+5%
增持
HEFA
ISHARES CURRENCY
+$195.9K
7,545
+237%
减持
FPX
FIRST TRUST
-$191.2K
21,051
-1%
增持
AVDE
AVANTIS INTL
+$189.4K
37,331
+0%
建仓
IDMO
INVESCO S&P
+$184.8K
4,185
增持
GOVT
ISHARES U S
+$183.8K
11,299
+242%
增持
JIRE
JPMORGAN
+$182.5K
6,815
+58%
增持
EFV
ISHARES TR
+$181.6K
19,670
+6%
增持
SPMB
SPDR MORTGAGE
+$176.9K
23,842
+47%
增持
CLF
CLEVELAND CLIFFS
+$176.6K
39,313
+152%
减持
LMT
LOCKHEED MARTIN
-$170.8K
2,596
-5%
增持
SFLR
INNOVATOR EQUITY
+$170.2K
10,995
+105%
减持
ADBE
ADOBE INC
-$165.3K
165
-68%
减持
APO
APOLLO GLOBAL
-$161.1K
5,664
-0%
减持
SPTM
SPDR PORTFOLIO
-$158.8K
123
-95%
增持
ACWI
ISHARES MSCI
+$156.1K
26,642
+6%
增持
PPA
INVESCO AEROSPACE
+$152.3K
23,408
+4%
增持
XLK
TECHNOLOGY SELECT
-$149.8K
8,243
+4%
增持
COST
COSTCO WHSL CORP NEW
+$148.4K
4,099
+1%
增持
—
EXXON MOBIL
+$148.4K
9,659
+4%
减持
TDIV
FIRST TRUST
-$147.8K
15,716
-5%
建仓
HEQT
SIMPLIFY HEDGED
+$147.4K
5,158
增持
QEFA
SPDR INDEX
+$146.9K
12,605
+8%
增持
MCD
MCDONALDS CORP
+$145.6K
2,751
+12%
增持
PSET
PRINCIPAL QUALITY
-$145.4K
30,154
+1%
减持
SPTI
SPDR INTERMEDIATE
-$144.9K
35,447
-15%
减持
—
TOTALENERGIES SE
-$140.6K
1,704
-63%
增持
XLI
INDUSTRIAL SELECT
+$140.0K
7,421
+17%
减持
XLY
CONSUMER DISCRETIONARY
-$139.1K
4,911
-1%
增持
MBB
ISHARES MBS
+$137.6K
3,994
+55%
增持
SPYM
SPDR SER TR
-$136.0K
110,116
+3%
增持
QCOM
QUALCOMM INC
+$135.8K
4,457
+25%
增持
XLF
FINANCIAL SELECT
+$135.6K
37,805
+5%
减持
IWP
ISHARES RUSSELL
-$133.4K
11,992
-1%
增持
HD
HOME DEPOT
+$131.4K
5,712
+13%
减持
VEA
VANGUARD FTSE
-$130.4K
19,177
-17%
减持
KKR
KKR & CO INC
-$130.4K
4,008
-0%
增持
DFAC
DIMENSIONAL US
+$129.1K
23,404
+26%
减持
COIN
COINBASE GLOBAL
-$128.1K
391
-50%
增持
GE
GE AEROSPACE
+$127.8K
1,895
+26%
增持
JMUB
JPMORGAN
+$127.1K
27,452
+11%
增持
USIG
ISHARES BROAD
+$126.2K
3,699
+196%
减持
DSI
ISHARES TR
-$125.3K
6,088
-10%
增持
AMGN
AMGEN INC
+$124.7K
1,933
+6%
增持
LLY
ELI LILLY
+$120.7K
1,019
+9%
增持
SPEM
SPDR EMERGING
+$116.1K
7,133
+66%
