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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 97
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
CAM
AB ACTIVE
+$6.5M
257,474
增持
RTX
RTX CORP
+$4.6M
30,467
+436%
减持
GOOGL
ALPHABET INC
+$4.3M
64,680
-1%
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
MSTR
STRATEGY INC
-$4.2M
24,060
-1%
增持
IVV
ISHARES TR
+$2.8M
99,831
+2%
建仓
CGCV
CAPITAL GROUP
+$1.7M
55,296
减持
AAPL
APPLE INC
+$1.5M
125,607
-2%
减持
PTF
INVESCO DORSEY
-$1.5M
6,620
-75%
增持
IXUS
ISHARES CORE
+$1.4M
17,338
+2328%
建仓
TMSL
T ROWE
+$1.3M
35,424
减持
MSFT
MICROSOFT CORP
-$1.2M
27,116
-2%
增持
AMZN
AMAZON COM INC
+$1.1M
88,416
+1%
增持
GOOG
ALPHABET INC
+$1.1M
12,192
+9%
减持
WDC
WESTERN DIGITAL
-$1.1M
1,240
-89%
增持
WINN
HARBOR LONG
+$1.1M
523,243
+7%
增持
FVD
FIRST TRUST
+$971.6K
469,031
+5%
增持
ILDR
FIRST TRUST
+$883.9K
30,226
+765%
增持
FPE
FIRST TRUST
+$808.0K
177,962
+33%
增持
BX
BLACKSTONE INC
-$805.1K
50,708
+0%
增持
UCON
FIRST TRUST
+$790.6K
195,273
+19%
减持
FTLS
FIRST TRUST
-$761.3K
63,839
-16%
增持
RDVY
FIRST TRUST
+$741.4K
197,880
+2%
增持
AVGO
BROADCOM INC
+$732.6K
18,304
+8%
增持
USMC
PRINCIPAL US
+$711.2K
207,963
+5%
增持
JEPQ
JPMORGAN
+$637.4K
24,497
+79%
减持
USFR
WISDOMTREE FLOATING
-$621.3K
105,899
-11%
减持
MINT
PIMCO EHNANCED
-$617.2K
7,911
-44%
增持
BRK/B
BERKSHIRE HATHAWAY
+$613.6K
7,246
+20%
增持
GEV
GE VERNOVA
+$587.1K
2,496
+47%
增持
AMD
ADVANCED MICRO
+$567.1K
9,010
+7%
增持
BBUS
JPMORGAN BETABUILDERS
+$561.4K
86,204
+3%
增持
CIBR
FIRST TRUST
+$557.1K
13,863
+143%
增持
JIRE
JPMORGAN
+$553.5K
17,871
+67%
增持
GRID
FIRST TRUST
+$534.7K
4,714
+282%
增持
SPYM
STATE STREET
+$519.2K
116,592
+3%
增持
IDV
ISHARES INTL
+$514.1K
98,000
+7%
增持
QGRO
AMERICAN CENTURY
+$492.5K
132,252
+3%
增持
QQQ
INVESCO QQQ
+$491.9K
33,327
+0%
增持
IVE
ISHARES TR
+$478.6K
6,473
+49%
增持
SPYV
STATE STREET
+$470.2K
89,552
+7%
增持
JPST
JPMORGAN
+$465.5K
54,537
+21%
增持
SNDK
SANDISK CORP
+$456.0K
3,632
+0%
减持
IWD
ISHARES RUSSELL
-$445.0K
18,688
-13%
增持
META
META PLATFORMS
-$436.0K
9,062
+4%
增持
SPYG
STATE STREET
+$434.6K
74,167
+4%
减持
MDY
SPDR S&P
-$432.1K
2,411
-24%
增持
MU
MICRON TECHNOLOGY INC
+$407.1K
3,365
+2%
增持
FTSM
FIRST TRUST
+$399.5K
47,471
+16%
增持
BA
BOEING COMPANY
+$393.8K
7,449
+31%
增持
PLTR
PALANTIR TECHNOLOGIES
+$393.4K
22,841
+14%
增持
DGRW
WISDOMTREE US
+$392.9K
123,047
+3%
增持
CEG
CONSTELLATION ENERGY
+$379.0K
6,896
+10%
减持
SDVY
FIRST TRUST
-$372.6K
293,154
-4%
减持
GLD
SPDR GOLD
+$372.3K
12,990
-3%
减持
FTCS
FIRST TRUST
-$359.8K
107,690
-2%
减持
CNQ
CANADIAN NATURAL
-$357.9K
24
-100%
增持
AXP
AMERICAN EXPRESS CO
+$349.8K
4,310
+15%
增持
DYNF
ISHARES U S
+$347.5K
34,099
+17%
增持
LLY
ELI LILLY
+$311.6K
959
+2%
增持
IVW
ISHARES TR
+$307.6K
18,645
+13%
增持
IGRO
ISHARES INTL
+$306.0K
26,561
+12%
减持
RWL
INVESCO S&P
-$304.7K
18,416
-16%
增持
SPSM
STATE STREET
+$304.4K
74,745
+8%
增持
EFV
ISHARES TR
+$304.1K
28,512
+12%
建仓
ALLW
SPDR BRIDGEWATER
+$298.6K
10,862
减持
ORCL
ORACLE CORP
-$296.6K
2,847
-6%
增持
AGG
ISHARES CORE
+$294.6K
263,367
+2%
增持
—
AON PLC
+$293.5K
1,105
+308%
减持
SPMO
INVESCO S&P
-$286.7K
36,927
-5%
增持
NFLX
NETFLIX INC
-$282.6K
12,970
+938%
增持
XLI
STATE STREET
+$280.5K
8,359
+27%
增持
HD
HOME DEPOT
-$279.4K
7,053
+6%
增持
SPTS
STATE STREET
+$277.2K
31,208
+44%
减持
CAT
CATERPILLAR INC
+$266.3K
3,075
-2%
增持
WMT
WALMART INC
+$261.2K
19,862
+5%
增持
OEF
ISHARES S&P
+$259.1K
3,289
+26%
建仓
MKL
MARKEL GROUP
+$258.0K
120
增持
FICS
FIRST TRUST
+$255.8K
110,525
+1%
增持
FDL
FIRST TRUST
+$254.1K
41,328
+14%
建仓
FESM
FIDELITY COVINGTON
+$254.0K
6,724
增持
IEMG
ISHARES CORE
+$251.1K
14,842
+31%
减持
HYLS
FIRST TRUST
-$249.4K
13,780
-30%
清仓
MUST
COLUMBIA MULTI
-$246.4K
0
-100%
建仓
TOUS
T ROWE
+$238.2K
6,905
增持
SGOV
ISHARES 0-3
+$236.1K
47,260
+6%
增持
SPTI
STATE STREET
+$232.6K
46,876
+21%
建仓
FMDE
FIDELITY ENHANCED
+$228.0K
6,267
增持
AMAT
APPLIED MATERIALS
+$224.2K
4,286
+0%
增持
RDDT
REDDIT INC
+$221.7K
1,835
+111%
增持
ARM
ARM HOLDINGS
+$221.6K
4,370
+141%
清仓
SPGM
SPDR INDEX SHS FDS
-$219.2K
0
-100%
减持
SPY
SPDR S&P
+$218.2K
78,690
-2%
建仓
BPRE
BLUEROCK PRIVATE
+$214.5K
14,303
减持
TSLA
TESLA INC
-$212.4K
21,293
-3%
增持
IQSI
NYLI CANDRIAM
+$210.9K
11,152
+109%
增持
MUB
ISHARES TR
+$208.2K
2,828
+218%
增持
BN
BROOKFIELD CORP
+$207.2K
4,958
+1575%
增持
IJH
ISHARES CORE
+$203.2K
47,331
+6%
建仓
JGRO
JPMORGAN ACTIVE
+$200.4K
2,159
增持
AIQ
GLOBAL X FDS
+$200.1K
19,720
+21%
增持
TXRH
TEXAS ROADHOUSE
+$198.8K
3,890
+45%
增持
VNLA
JANUS HENDERSON
+$197.3K
113,697
+4%
增持
AVDE
AVANTIS INTL
+$192.5K
35,914
+3%
减持
DELL
DELL TECHNOLOGIES
-$191.1K
4,356
-16%
增持
VLUE
ISHARES MSCI
+$190.8K
3,753
+46%
增持
JQUA
JPMORGAN US
+$189.1K
94,018
+3%
增持
HON
HONEYWELL INTL
+$187.9K
1,858
+124%
增持
ISRG
INTUITIVE SURGICAL
+$185.3K
1,544
+0%
减持
BUFR
FIRST TRUST
+$183.4K
262,705
-0%
增持
DUK
DUKE ENERGY
+$179.9K
6,344
+39%
增持
IGSB
ISHARES 1-5
+$179.3K
10,736
+47%
增持
QUAL
ISHARES TR
+$172.0K
36,703
+0%
增持
IQDG
WISDOMTREE TR
+$167.5K
66,653
+2%
减持
VZ
VERIZON COMMUNICATIONS
-$167.2K
23,778
-8%
减持
VOO
VANGUARD S&P
-$157.3K
6,561
-6%
增持
TBLL
INVESCO SHORT
+$157.3K
7,414
+25%
减持
DSL
DOUBLELINE INCOME
-$155.3K
27,746
-27%
建仓
AOA
ISHARES CORE
+$154.8K
1,728
增持
MRK
MERCK & COMPANY
+$152.6K
7,124
+0%
增持
BDX
BECTON DICKINSON
+$149.3K
2,192
+49%
增持
—
AERCAP HOLDINGS
+$148.8K
1,089
+1602%
增持
KMB
KIMBERLY CLARK
+$146.9K
1,560
+1757%
增持
COST
COSTCO WHOLESALE
-$145.6K
3,824
+3%
增持
SUSA
ISHARES ESG
+$139.1K
1,125
+759%
减持
IWF
ISHARES RUSSELL
-$135.9K
2,448
-11%
减持
BABA
ALIBABA GROUP
-$134.5K
571
-53%
减持
PG
PROCTER & GAMBLE
-$134.3K
5,536
-8%
减持
XMVM
INVESCO S&P
-$133.4K
5,922
-29%
建仓
JPLD
JPMORGAN LTD
+$132.4K
2,530
增持
SPDW
SPDR DEVELOPED
+$132.2K
30,084
+7%
增持
DOV
DOVER CORP
+$131.9K
2,731
+14%
建仓
FTHI
FIRST TRUST
+$131.2K
5,555
增持
VIG
VANGUARD DIVIDEND
+$129.3K
26,924
+0%
增持
—
EATON CORP
-$128.9K
2,465
+1%
减持
SPLV
INVESCO S&P
-$126.5K
16,412
-7%
增持
FCAL
FIRST TRUST
+$126.3K
19,541
+14%
减持
MARA
MARA HOLDINGS
-$125.8K
768
-89%
增持
FTGS
FIRST TRUST
+$125.7K
61,570
+8%
减持
PULS
PGIM ULTRA
-$124.5K
14,583
-14%
增持
ULST
STATE STREET
+$123.4K
14,214
+28%
增持
BAI
ISHARES A I
+$123.3K
15,702
+34%
减持
CLF
CLEVELAND CLIFFS
-$120.4K
23,653
-34%
减持
SLV
ISHARES SILVER
+$120.0K
10,209
-20%
增持
FTEC
FIDELITY MSCI
+$118.9K
10,310
+4%
增持
ACWI
ISHARES MSCI
+$118.8K
28,468
+1%
减持
JSMD
JANUS DETROIT
-$118.3K
3,125
-30%
增持
NKE
NIKE INC
+$117.4K
5,653
+62%
清仓
—
BLACKROCK CALIFORNIA MUN
-$115.8K
0
-100%
增持
SIL
GLOBAL X
+$115.2K
1,433
+2175%
增持
JPM
JPMORGAN CHASE
+$113.5K
12,928
+1%
