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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 84
减持 59
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
QGRO
AMERICAN CENTURY
+$13.1M
128,086
+809%
增持
BBUS
JPMORGAN BETABUILDERS
+$9.8M
83,445
+3495%
增持
AAPL
APPLE INC
+$6.4M
128,052
+0%
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
NVDA
NVIDIA CORPORATION
+$5.0M
122,376
+8%
增持
SPY
SPDR S&P
+$5.0M
80,221
+2%
减持
IVV
ISHARES TR
+$4.4M
97,984
-1%
增持
GOOGL
ALPHABET INC
+$4.4M
65,408
+0%
减持
TSLA
TESLA INC
+$2.8M
22,010
-1%
清仓
GBTG
GLOBAL BUSINESS
-$2.4M
0
-100%
增持
LMBS
FIRST TRUST
+$2.2M
47,315
+1321%
增持
FTEC
FIDELITY MSCI
+$2.0M
9,891
+981%
增持
VOO
VANGUARD S&P
+$1.8M
6,976
+61%
减持
USFR
WISDOMTREE FLOATING
-$1.7M
118,364
-22%
增持
PYLD
PIMCO ETF TR
+$1.6M
83,229
+268%
减持
FIXD
FIRST TRUST
-$1.5M
18,066
-65%
减持
QQQ
INVESCO QQQ TR
+$1.3M
33,282
-2%
增持
BUFR
FIRST TRUST
+$1.3M
263,820
+11%
增持
USMC
PRINCIPAL US
+$1.3M
198,376
+1%
增持
IWY
ISHARES RUSSELL
+$1.2M
13,234
+37%
减持
JPST
JPMORGAN
-$1.2M
45,210
-35%
增持
SPYG
SPDR SERIES TRUST
+$1.2M
71,562
+8%
增持
SPMO
INVESCO S&P
+$1.1M
38,765
+22%
减持
RDVY
FIRST TRUST
-$1.1M
193,359
-14%
减持
FSK
FS KKR
-$1.1M
10,778
-82%
增持
MSFT
MICROSOFT CORP
+$1.1M
27,546
+4%
增持
AVGO
BROADCOM INC
+$1.0M
16,982
+2%
减持
FEZ
SPDR EURO
-$975.4K
11,675
-59%
增持
SDVY
FIRST TRUST
+$909.9K
305,271
+1%
增持
GOOG
ALPHABET INC
+$876.2K
11,207
+7%
建仓
TIC
ACUREN CORP
+$797.5K
59,919
增持
UCON
FIRST TRUST
+$731.6K
163,743
+20%
增持
AMZN
AMAZON COM INC
+$709.6K
87,764
+4%
减持
FVD
FIRST TRUST
-$707.6K
446,396
-7%
减持
GLD
SPDR GOLD
+$643.5K
13,435
-1%
增持
CEG
CONSTELLATION ENERGY
+$626.3K
6,251
+41%
增持
FTLS
FIRST TRUST
+$620.5K
75,672
+7%
减持
WDC
WESTERN DIGITAL
+$606.4K
10,839
-0%
减持
DGRW
WISDOMTREE US
+$557.3K
119,281
-1%
增持
AGG
ISHARES CORE
+$551.7K
259,456
+1%
增持
SPSM
SPDR PORTFOLIO
+$548.7K
69,044
+11%
增持
FCAL
FIRST TRUST
+$492.5K
17,168
+139%
减持
COWZ
PACER US
-$491.5K
65,215
-15%
增持
QUAL
ISHARES TR
+$477.4K
36,596
+1%
减持
SPYM
SPDR SERIES TRUST
+$473.4K
112,762
-2%
减持
NOW
SERVICENOW INC
-$462.4K
59
-88%
增持
FSMD
FIDELITY SMALL
+$441.6K
52,411
+17%
增持
IDV
ISHARES INTL
+$439.6K
91,711
+9%
减持
QWLD
SPDR INDEX
-$431.2K
5,203
-40%
减持
IOO
ISHARES GLOBAL
-$427.4K
6,374
-42%
减持
BX
BLACKSTONE INC
+$426.4K
50,461
-8%
减持
MDY
SPDR S&P
-$422.5K
3,165
-22%
减持
COST
COSTCO WHOLESALE
-$399.6K
3,720
-4%
增持
JPM
JPMORGAN CHASE
+$383.7K
12,846
+2%
减持
PULS
PGIM ULTRA
-$383.0K
17,010
-31%
增持
MSTR
STRATEGY INC
-$376.1K
24,422
+20%
减持
—
STAR BULK
-$375.8K
2,626
-89%
增持
GEV
GE VERNOVA
+$372.7K
1,699
+34%
减持
MINT
PIMCO EHNANCED
-$366.1K
14,014
-21%
增持
SPYV
SPDR PORTFOLIO
+$364.5K
83,449
+3%
减持
SPLV
INVESCO S&P
-$356.9K
17,674
-22%
减持
WINN
HARBOR LONG
+$354.7K
488,425
-4%
减持
GAL
SSGA ACTIVE ETF TR
-$353.8K
18,498
-31%
增持
PPA
INVESCO AEROSPACE
+$347.8K
24,684
+0%
增持
WMT
WALMART INC
+$322.3K
18,937
+14%
减持
FICS
FIRST TRUST
-$319.8K
109,519
-4%
减持
FPX
FIRST TRUST
+$312.6K
18,783
-3%
增持
VIG
VANGUARD DIVIDEND
+$302.4K
26,822
+0%
增持
TSM
TAIWAN SEMICONDUCTOR
+$298.9K
4,194
+9%
增持
BAI
ISHARES A I
+$296.4K
11,698
+227%
增持
ORCL
ORACLE CORP
+$287.5K
3,028
+17%
减持
FTSM
FIRST TRUST
-$281.4K
40,818
-10%
增持
VXUS
VANGUARD TOTAL
+$274.6K
4,310
+609%
增持
NTSX
WISDOMTREE U S
+$272.8K
26,641
+15%
增持
IVW
ISHARES TR
+$267.3K
16,489
+5%
增持
BDX
BECTON DICKINSON
+$263.5K
1,475
+1921%
增持
FTGS
FIRST TRUST
+$261.4K
57,111
+9%
增持
JIRE
JPMORGAN
+$258.2K
10,670
+43%
增持
CVX
CHEVRON CORP
+$257.3K
8,801
+14%
减持
PTLC
PACER TRENDPILOT
-$257.3K
3,288
-62%
减持
EFG
ISHARES MSCI
-$257.2K
6,702
-26%
减持
ACWI
ISHARES MSCI
+$255.2K
28,278
-0%
减持
JAAA
JANUS HENDERSON
-$248.8K
5,531
-47%
建仓
MUST
COLUMBIA MULTI
+$246.4K
12,000
建仓
COLB
COLUMBIA BANKING SYS INC
+$241.7K
9,390
减持
IWO
ISHARES RUSSELL
+$239.0K
10,035
-4%
增持
FPE
FIRST TRUST
+$238.7K
133,467
+8%
增持
SPDW
SPDR DEVELOPED
+$235.7K
28,133
+18%
减持
GAB
GABELLI EQUITY
-$233.1K
286,510
-16%
减持
NFLX
NETFLIX INC
-$228.8K
1,250
-3%
增持
VDC
VANGUARD WORLD FD
+$228.2K
1,137
+1572%
增持
BA
BOEING COMPANY
+$225.3K
5,669
+19%
增持
JNJ
JOHNSON & JOHNSON
+$225.2K
4,921
+9%
减持
HD
HOME DEPOT
+$222.5K
6,679
-1%
增持
UNH
UNITEDHEALTH GROUP
+$220.8K
1,450
+62%
建仓
BMNR
BITMINE IMMERSION
+$220.7K
4,250
减持
CRM
SALESFORCE INC
-$218.1K
1,161
-36%
减持
CAT
CATERPILLAR INC
+$211.1K
3,133
-5%
减持
HUSV
FIRST TRUST
-$209.3K
176,617
-3%
减持
ISRG
INTUITIVE SURGICAL
-$209.1K
1,541
-7%
建仓
AVAV
AEROVIRONMENT INC
+$207.8K
660
增持
RODM
LATTICE STRATEGIES TR
+$204.7K
8,274
+216%
减持
IUSG
ISHARES S&P
+$200.6K
24,214
-4%
增持
RTX
RTX CORP
+$198.9K
5,681
+10%
增持
DYNF
ISHARES U S
+$195.9K
29,156
+4%
减持
SKYY
FIRST TRUST
+$194.8K
18,777
-2%
增持
—
EXXON MOBIL
+$194.8K
10,625
+14%
增持
WCMI
FIRST TRUST
+$194.1K
145,463
+2%
增持
AOR
ISHARES CORE
+$193.4K
10,722
+33%
增持
BRK/B
BERKSHIRE HATHAWAY
+$190.7K
6,024
+3%
减持
PFE
PFIZER INC
-$188.7K
17,766
-33%
增持
IGRO
ISHARES INTL
+$183.5K
23,754
+10%
减持
ANET
ARISTA NETWORKS
+$181.8K
4,848
-5%
增持
BIL
SPDR BLOOMBERG
+$180.4K
6,530
+43%
减持
ODFL
OLD DOMINION
-$179.5K
873
-53%
增持
SCHD
SCHWAB US
+$179.3K
23,020
+36%
减持
KORP
AMERICAN CENTURY
-$177.0K
18,770
-17%
增持
TMO
THERMO FISHER
+$175.0K
1,949
+3%
减持
IJR
ISHARES CORE
+$174.8K
25,088
-2%
增持
LRCX
LAM RESEARCH
+$171.0K
2,892
+30%
增持
SPTI
SPDR INTERMEDIATE
+$165.5K
38,731
+17%
增持
DELL
DELL TECHNOLOGIES
+$164.4K
5,216
+11%
减持
IWD
ISHARES RUSSELL
-$162.2K
21,493
-8%
减持
HYGH
ISHARES INTEREST
-$162.1K
5,176
-27%
增持
HYLS
FIRST TRUST
+$161.2K
19,649
+24%
减持
HTGC
HERCULES CAPITAL
-$159.7K
64,577
-15%
增持
IEMG
ISHARES CORE
+$159.4K
11,326
+16%
增持
OEF
ISHARES S&P
+$156.7K
2,611
+12%
增持
SHY
ISHARES 1-3YR
+$156.5K
4,147
+83%
减持
XLK
TECHNOLOGY SELECT
+$156.1K
7,666
-3%
增持
SPMB
SPDR MORTGAGE
+$153.7K
29,862
+28%
减持
CLF
CLEVELAND CLIFFS
+$153.2K
35,613
-4%
增持
BABA
ALIBABA GROUP
+$152.9K
1,221
+112%
减持
LRGE
CLEARBRIDGE LARGE
-$150.5K
7,723
-23%
增持
SRE
SEMPRA
+$144.6K
3,476
+57%
增持
FCPI
FIDELITY STOCKS
+$144.0K
41,168
+0%
增持
SPAB
SPDR AGGREGATE
+$142.5K
504,436
+0%
减持
SGOV
ISHARES 0-3
-$140.0K
44,765
-3%
增持
EFV
ISHARES TR
+$139.2K
25,533
+2%
减持
MU
MICRON TECHNOLOGY INC
+$138.7K
3,309
-2%
减持
PTF
INVESCO DORSEY
+$138.0K
26,280
-2%
增持
SPEM
SPDR EMERGING
+$137.2K
8,321
+41%
增持
TAN
INVESCO SOLAR
+$136.4K
14,505
+0%
增持
JEPQ
JPMORGAN
+$134.8K
13,671
+14%
减持
JQUA
JPMORGAN US
+$133.8K
91,416
-2%
增持
ENB
ENBRIDGE INC
+$132.2K
6,678
+48%
增持
AIQ
GLOBAL X FDS
+$132.0K
16,255
+6%
增持
AXON
AXON ENTERPRISE
-$126.1K
1,166
+0%
增持
GE
GE AEROSPACE
+$125.6K
2,167
+6%
清仓
—
PACIFIC PREMIER
-$124.0K
0
-100%
增持
ABBV
ABBVIE INC
+$122.4K
2,635
+0%
