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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 86
减持 49
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P
+$36.3M
78,469
+261%
增持
IVV
ISHARES TR
+$12.4M
98,488
+14%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
113,048
+20%
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
+$5.0M
26,573
+21%
增持
AMZN
AMAZON COM INC
+$4.6M
84,601
+16%
增持
RDVY
FIRST TRUST
+$4.0M
224,504
+30%
增持
MSTR
MICROSTRATEGY INC
+$3.7M
20,397
+29%
增持
SPMO
INVESCO S&P
+$3.6M
31,836
+63572%
增持
META
META PLATFORMS
+$3.5M
8,590
+71%
增持
QQQ
INVESCO QQQ TR
+$3.3M
33,829
+3%
增持
GOOGL
ALPHABET INC
+$3.0M
65,398
+19%
增持
IDV
ISHARES INTL
+$2.9M
84,395
+4522%
增持
TSLA
TESLA INC
+$2.5M
22,143
+26%
建仓
IWY
ISHARES RUSSELL
+$2.4M
9,635
减持
AAPL
APPLE INC
-$2.3M
127,951
-0%
增持
AVGO
BROADCOM INC
+$1.9M
16,669
+5%
建仓
FCPI
FIDELITY STOCKS
+$1.9M
41,129
建仓
FDVV
FIDELITY HIGH
+$1.9M
36,846
建仓
FSMD
FIDELITY SMALL
+$1.9M
44,974
建仓
FEZ
SPDR EURO
+$1.7M
28,472
增持
MINT
PIMCO EHNANCED
+$1.7M
17,677
+1709%
增持
USFR
WISDOMTREE TR
+$1.7M
152,406
+28%
增持
SPLV
INVESCO S&P
+$1.5M
22,735
+1114%
增持
USMC
PRINCIPAL US
+$1.4M
195,564
+2%
增持
QUAL
ISHARES TR
+$1.3M
36,324
+16%
增持
JPST
JPMORGAN
+$1.3M
69,748
+57%
建仓
IOO
ISHARES GLOBAL
+$1.2M
11,059
建仓
QWLD
SPDR INDEX
+$1.2M
8,614
增持
SPYM
SPDR SERIES TRUST
+$1.1M
115,015
+4%
增持
PLTR
PALANTIR TECHNOLOGIES
+$1.1M
20,100
+3%
建仓
KORP
AMERICAN CENTURY
+$1.1M
22,741
减持
MDY
SPDR S&P
-$1.1M
4,076
-36%
增持
AGG
ISHARES CORE
+$1.0M
256,641
+4%
增持
USMV
ISHARES MSCI
+$1.0M
29,657
+57%
增持
BUFR
FIRST TRUST
+$989.5K
236,711
+7%
减持
SPYG
SPDR SERIES TRUST
+$898.3K
66,394
-2%
减持
GAB
GABELLI EQUITY
-$879.7K
339,861
-34%
增持
PULS
PGIM ULTRA
+$848.7K
24,731
+222%
增持
CEG
CONSTELLATION ENERGY
+$844.5K
4,433
+52%
增持
WCMI
FIRST TRUST
+$830.4K
142,041
+41%
增持
FVD
FIRST TRUST
+$827.7K
477,604
+4%
增持
SDVY
FIRST TRUST
+$824.7K
303,184
+3%
增持
IQDG
WISDOMTREE TR
+$820.6K
63,610
+33%
增持
FBND
FIDELITY TOTAL
+$819.9K
66,057
+37%
增持
PPA
INVESCO AEROSPACE
+$761.1K
24,626
+5%
增持
RWL
INVESCO S&P
+$743.7K
22,733
+39%
增持
QGRO
AMERICAN CENTURY
+$721.0K
14,087
+62%
增持
WDC
WESTERN DIGITAL
+$694.0K
10,860
+45150%
建仓
FTCB
FIRST TRUST
+$686.5K
32,596
增持
NFLX
NETFLIX INC
+$674.7K
1,290
+14%
增持
VIG
VANGUARD DIVIDEND
+$668.4K
26,802
+8%
减持
VTI
VANGUARD TOTAL
-$653.5K
4,338
-40%
减持
WINN
HARBOR LONG
+$651.8K
510,372
-12%
增持
COWZ
PACER US
+$642.2K
76,939
+17%
减持
FTHI
FIRST TRUST
-$639.8K
1,263
-96%
增持
AIQ
GLOBAL X FDS
+$624.6K
15,355
+1107%
建仓
HYGH
ISHARES INTEREST
+$611.6K
7,068
减持
HTGC
HERCULES CAPITAL
-$607.1K
75,538
-27%
减持
UNH
UNITEDHEALTH GROUP
-$582.9K
897
-46%
增持
ACWI
ISHARES MSCI
+$553.1K
28,413
+7%
增持
FICS
FIRST TRUST
+$516.8K
114,273
+5%
增持
JAAA
JANUS HENDERSON
+$509.0K
10,437
+2458%
减持
JPM
JPMORGAN CHASE
+$502.8K
12,654
-2%
建仓
AOR
ISHARES CORE
+$496.9K
8,071
增持
TSM
TAIWAN SEMICONDUCTOR
+$495.0K
3,853
+69%
减持
SBUX
STARBUCKS CORP
-$465.2K
3,704
-55%
减持
FPX
FIRST TRUST
+$456.1K
19,380
-8%
增持
PTF
INVESCO DORSEY
+$455.4K
26,771
+15%
减持
SGOV
ISHARES 0-3
-$451.1K
46,161
-9%
减持
BND
VANGUARD TOTAL
-$449.5K
685
-90%
增持
SKYY
FIRST TRUST
+$444.4K
19,148
+4%
增持
EFV
ISHARES TR
+$433.4K
25,091
+28%
建仓
FSIG
FIRST TRUST
+$432.3K
22,608
减持
VXUS
VANGUARD TOTAL
-$432.2K
608
-92%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$405.9K
1,157
+123%
增持
HD
HOME DEPOT
+$390.7K
6,775
+19%
减持
QYLD
GLOBAL X
-$385.3K
1,650
-93%
增持
UCON
FIRST TRUST
+$383.1K
136,313
+12%
增持
JQUA
JPMORGAN US
+$382.5K
93,542
+1%
减持
IUSG
ISHARES S&P
+$374.5K
25,157
-6%
增持
AMD
ADVANCED MICRO
+$369.9K
9,027
+2%
增持
AVDE
AVANTIS INTL
+$351.3K
38,174
+2%
减持
BSV
VANGUARD SHORT
-$350.0K
143
-97%
增持
VRT
VERTIV HOLDINGS
+$349.2K
5,830
+5%
增持
IVW
ISHARES TR
+$345.5K
15,651
+5%
增持
PANW
PALO ALTO
+$337.1K
7,807
+6%
减持
ARCC
ARES CAPITAL
-$333.4K
4,630
-76%
增持
IVE
ISHARES S&P
+$332.7K
4,014
+69%
增持
—
EATON CORP
+$331.3K
2,618
+18%
增持
BUFQ
FIRST TRUST
+$329.6K
97,930
+0%
增持
DYNF
ISHARES U S
+$323.7K
28,097
+14%
减持
DFAC
DIMENSIONAL US
-$318.8K
12,649
-46%
减持
XLK
TECHNOLOGY SELECT
+$302.8K
7,917
-4%
增持
GEV
GE VERNOVA
+$299.0K
1,270
+4%
减持
IWD
ISHARES RUSSELL
-$297.2K
23,364
-9%
增持
IEMG
ISHARES CORE
+$295.8K
9,781
+81%
增持
GOOG
ALPHABET INC
+$266.0K
10,448
+3%
增持
DIS
WALT DISNEY
+$261.7K
7,857
+9%
减持
USXF
ISHARES ESG
-$250.6K
469
-92%
减持
IWP
ISHARES RUSSELL
+$246.6K
11,938
-0%
增持
OEF
ISHARES S&P
+$246.5K
2,340
+36%
减持
BNDX
VANGUARD TOTAL
-$245.5K
1,056
-83%
增持
IGRO
ISHARES INTL
+$244.1K
21,663
+7%
减持
SCHE
SCHWAB EMERGING
-$244.0K
10,447
-48%
增持
MU
MICRON TECHNOLOGY INC
+$241.8K
3,367
+69%
增持
RTX
RTX CORP
+$236.6K
5,148
+32%
减持
MA
MASTERCARD INC
-$231.1K
718
-38%
减持
FTGS
FIRST TRUST
+$230.2K
52,337
-0%
减持
TDIV
FIRST TRUST
+$226.7K
15,344
-2%
减持
FYC
FIRST TRUST
-$226.1K
1,790
-67%
增持
FDN
FIRST TRUST
+$222.3K
1,976
+42%
减持
KNG
FIRST TRUST
-$218.2K
11,671
-25%
减持
VOO
VANGUARD S&P
+$216.3K
4,338
-1%
增持
AIRR
FIRST TRUST
+$214.3K
2,883
+861%
增持
XMVM
INVESCO S&P
+$212.9K
9,094
+64%
增持
LCTU
BLACKROCK U S
+$212.6K
3,589
+654%
减持
XYLD
GLOBAL X
-$209.2K
7,243
-42%
增持
IWF
ISHARES RUSSELL
+$208.6K
2,824
+3%
减持
TLT
ISHARES 20
-$203.7K
4,251
-33%
建仓
SPGM
SPDR INDEX SHS FDS
+$202.1K
2,929
减持
ORCL
ORACLE CORP
+$201.7K
2,580
-0%
减持
CVX
CHEVRON CORP
-$201.5K
7,747
-1%
减持
XLE
ENERGY SELECT
-$196.6K
6,831
-18%
减持
XLV
SELECT SECTOR SPDR TR
-$193.8K
7,442
-9%
减持
FTCS
FIRST TRUST
-$189.8K
114,088
-3%
减持
GLD
SPDR GOLD
+$189.6K
13,556
-1%
增持
BRK/B
BERKSHIRE HATHAWAY
-$188.8K
5,842
+3%
增持
IAU
ISHARES GOLD
+$184.4K
10,349
+32%
建仓
THRO
ISHARES U S
+$182.1K
5,116
建仓
FTEC
FIDELITY MSCI
+$180.5K
915
减持
VUG
VANGUARD GROWTH
+$178.5K
2,916
-2%
增持
XMHQ
INVESCO S&P
+$177.4K
8,175
+20%
减持
SPAB
SPDR AGGREGATE
-$174.5K
503,795
-2%
减持
PSET
PRINCIPAL QUALITY
+$174.0K
29,409
-2%
增持
DELL
DELL TECHNOLOGIES
+$173.0K
4,691
+6%
增持
SPSM
SPDR PORTFOLIO
+$172.9K
62,193
+2%
增持
XSHQ
INVESCO S&P
+$172.8K
19,429
+24%
减持
FTSM
FIRST TRUST
-$171.7K
45,546
-6%
增持
BAC
BANK AMERICA
+$171.7K
25,037
+3%
减持
BWXT
BWX TECHNOLOGIES
+$169.7K
3,825
-1%
减持
GOVT
ISHARES U S
-$168.4K
3,974
-65%
减持
PFE
PFIZER INC
-$168.0K
26,457
-17%
减持
IWO
ISHARES RUSSELL
+$167.8K
10,399
-5%
增持
JSMD
JANUS DETROIT
+$167.4K
4,893
+61%
减持
ULST
SPDR SSGA
-$167.3K
12,273
-25%
增持
NTSX
WISDOMTREE U S
+$166.2K
23,245
+6%
增持
IDMO
INVESCO S&P
+$164.7K
6,821
+63%
增持
SNDK
SANDISK CORP
+$163.8K
3,620
+45150%
增持
JMUB
JPMORGAN
+$160.1K
30,875
+12%
增持
ANET
ARISTA NETWORKS
+$158.0K
5,128
+8%
