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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 58
减持 84
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SIVR
ABERDEEN PHYSICAL
+$8.6M
121,426
+7842%
增持
DYNF
ISHARES U S
+$8.5M
182,364
+435%
减持
SPY
STATE STREET
-$7.0M
71,675
-9%
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
MSFT
MICROSOFT CORP
-$5.0M
21,999
-19%
减持
DGRW
WISDOMTREE US
-$4.3M
75,772
-38%
减持
SPYM
STATE STREET
-$3.7M
73,948
-37%
减持
SPYG
STATE STREET
-$3.3M
47,017
-37%
减持
AAPL
APPLE INC
-$3.1M
122,330
-3%
增持
QQQM
INVESCO NASDAQ
+$2.9M
13,101
+1502%
增持
JGRO
JPMORGAN ACTIVE
+$2.9M
36,689
+1599%
增持
QGRW
WISDOMTREE US
+$2.8M
54,493
+4647%
建仓
JEPI
JPMORGAN
+$2.8M
50,048
减持
IQDG
WISDOMTREE INTL
-$2.7M
2,045
-97%
减持
SPMO
INVESCO S&P
-$2.7M
15,560
-58%
减持
HUSV
FIRST TRUST
-$2.5M
115,958
-36%
减持
NVDA
NVIDIA CORPORATION
-$2.4M
117,579
-4%
减持
QQQ
INVESCO QQQ
-$2.4M
31,378
-6%
减持
IWY
ISHARES RUSSELL
-$2.2M
5,199
-59%
增持
IVV
ISHARES TR
-$2.2M
101,307
+1%
减持
IGRO
ISHARES INTL
-$2.2M
53
-100%
减持
AMZN
AMAZON COM INC
-$2.1M
87,692
-1%
增持
OUNZ
VANECK MERK
+$2.1M
51,863
+786%
增持
BX
BLACKSTONE INC
-$2.0M
50,814
+0%
增持
IEMG
ISHARES CORE
+$1.8M
40,709
+174%
减持
TSLA
TESLA INC
-$1.7M
21,126
-1%
减持
FDL
FIRST TRUST
-$1.7M
3,100
-92%
增持
GRID
FIRST TRUST
+$1.7M
14,517
+208%
建仓
TDI
TOUCHSTONE ETF TRUST
+$1.7M
40,093
建仓
HBTA
HORIZON FDS
+$1.6M
59,883
减持
FSMD
FIDELITY SMALL
-$1.4M
19,629
-62%
增持
GOOGL
ALPHABET INC
-$1.3M
65,851
+2%
增持
THRO
ISHARES U S
+$1.3M
44,920
+420%
减持
USFR
WISDOMTREE FLOATING
-$1.3M
80,626
-24%
增持
SLV
ISHARES SILVER
+$1.3M
28,268
+177%
增持
SOXX
ISHARES SEMICONDUCTOR
+$1.3M
4,958
+309%
减持
FCPI
FIDELITY STOCKS
-$1.2M
15,107
-62%
减持
FDVV
FIDELITY HIGH
-$1.2M
13,162
-61%
减持
SPAB
STATE STREET
-$1.2M
461,904
-9%
增持
CIBR
FIRST TRUST
+$1.2M
34,314
+148%
增持
FVD
FIRST TRUST
+$1.1M
483,139
+3%
增持
BAI
ISHARES A I
+$1.1M
49,089
+213%
减持
SNDK
SANDISK CORP
+$1.1M
3,079
-15%
减持
SGOV
ISHARES 0-3
-$1.1M
36,652
-22%
减持
AGG
ISHARES CORE
-$1.0M
254,606
-3%
增持
IVE
ISHARES TR
+$1.0M
11,273
+74%
减持
SPSM
STATE STREET
-$996.6K
51,862
-31%
减持
CAM
AB ACTIVE
-$975.1K
219,729
-15%
减持
RDVY
FIRST TRUST
-$943.5K
187,510
-5%
减持
HTRB
HARTFORD TOTAL
-$941.5K
16,810
-62%
减持
SPTS
STATE STREET
-$912.7K
37
-100%
增持
UCON
FIRST TRUST
+$908.9K
235,120
+20%
增持
WINN
HARBOR LONG
-$898.5K
554,554
+6%
减持
XSMO
INVESCO S&P
-$842.7K
218
-98%
增持
FICS
FIRST TRUST
+$840.3K
135,096
+22%
增持
QGRO
AMERICAN CENTURY
-$835.7K
136,245
+3%
减持
PLTR
PALANTIR TECHNOLOGIES
-$831.2K
22,073
-3%
减持
META
META PLATFORMS
-$825.9K
9,012
-1%
增持
MTUM
ISHARES MSCI
+$804.2K
7,832
+82%
减持
XLI
STATE STREET
-$791.2K
3,126
-63%
增持
EFV
ISHARES TR
+$754.5K
37,533
+32%
减持
AVIG
AVANTIS CORE
-$749.0K
63
-100%
增持
USMC
PRINCIPAL US
-$748.6K
209,703
+1%
增持
TLH
ISHARES 10-20YR
+$734.2K
8,799
+488%
减持
WCMI
FIRST TRUST
-$721.1K
106,056
-28%
建仓
YNOT
HORIZON DIGITAL
+$711.9K
26,808
增持
VRT
VERTIV HOLDINGS CO
+$679.2K
6,086
+17%
减持
FIXD
FIRST TRUST
-$674.0K
2,944
-84%
减持
SPLV
INVESCO S&P
-$672.6K
6,829
-58%
增持
COST
COSTCO WHOLESALE CORPORATION
+$671.4K
3,983
+4%
增持
FTHI
FIRST TRUST
+$665.4K
34,711
+525%
增持
TOUS
T ROWE
+$664.7K
26,142
+279%
减持
BBUS
JPMORGAN BETABUILDERS
-$634.2K
85,302
-1%
减持
SPMD
STATE STREET
-$622.7K
47,116
-20%
增持
AVGO
BROADCOM INC
-$620.0K
18,465
+1%
增持
JEPQ
JPMORGAN
+$582.9K
36,142
+48%
减持
GOOG
ALPHABET INC
-$581.3K
11,311
-7%
清仓
HYLS
FIRST TRUST
-$576.8K
0
-100%
减持
AGGY
WISDOMTREE YIELD
-$561.1K
41,581
-23%
减持
JPST
JPMORGAN
-$553.4K
43,581
-20%
增持
—
EXXON MOBIL
+$550.2K
10,897
+1%
增持
FTCS
FIRST TRUST
+$544.1K
113,267
+5%
减持
USMV
ISHARES MSCI
-$533.3K
23,342
-19%
增持
IVW
ISHARES TR
+$527.4K
24,980
+34%
减持
CEG
CONSTELLATION ENERGY
-$512.2K
6,889
-0%
增持
IAGG
ISHARES CORE
+$511.8K
11,727
+682%
增持
MSTR
STRATEGY INC
-$506.3K
25,237
+5%
减持
GEM
GOLDMAN SACHS ETF TR
-$505.1K
20,424
-39%
增持
FESM
FIDELITY COVINGTON
+$502.7K
19,914
+196%
增持
CVX
CHEVRON CORP
+$501.3K
8,938
+1%
减持
KORP
AMERICAN CENTURY
-$490.3K
6,431
-62%
减持
IOO
ISHARES GLOBAL
-$489.7K
2,322
-62%
增持
IUSB
ISHARES CORE
+$489.3K
24,981
+75%
增持
OEF
ISHARES S&P
+$482.7K
5,064
+54%
增持
SDVY
FIRST TRUST
+$479.3K
297,058
+1%
减持
GEV
GE VERNOVA
+$478.7K
2,417
-3%
减持
AXP
AMERICAN EXPRESS
-$468.7K
3,722
-14%
增持
FMDE
FIDELITY ENHANCED
+$468.7K
19,375
+209%
减持
BIL
STATE STREET
-$464.4K
634
-89%
减持
FEZ
STATE STREET
-$456.0K
4,272
-62%
减持
SPTI
STATE STREET
-$447.3K
31,563
-33%
减持
QWLD
STATE STREET
-$441.9K
1,901
-62%
减持
HD
HOME DEPOT
-$430.6K
6,070
-14%
建仓
SHLD
GLOBAL X
+$415.8K
5,869
减持
PULS
PGIM ULTRA
-$399.1K
6,547
-55%
增持
ACWI
ISHARES MSCI
+$387.3K
31,909
+12%
减持
IUSG
ISHARES S&P
-$382.7K
23,283
-2%
减持
HTGC
HERCULES CAPITAL
-$382.1K
55,239
-13%
增持
TMSL
T ROWE
+$381.8K
45,091
+27%
增持
MU
MICRON TECHNOLOGY INC
+$370.9K
3,941
+17%
增持
LMT
LOCKHEED MARTIN
+$357.9K
2,823
+1%
减持
FMB
FIRST TRUST
-$349.5K
44,925
-13%
减持
XLK
STATE STREET
-$347.3K
13,526
-9%
增持
V
VISA INC
-$343.8K
7,596
+1%
减持
PSET
PRINCIPAL QUALITY
-$340.0K
25,657
-8%
减持
BUFR
FIRST TRUST
-$337.6K
256,521
-2%
增持
GOVT
ISHARES U S
+$325.2K
17,965
+379%
减持
CAT
CATERPILLAR INC
+$325.0K
2,945
-4%
清仓
CLF
CLEVELAND CLIFFS
-$314.1K
0
-100%
建仓
JBND
JPMORGAN ACTIVE
+$314.0K
5,839
减持
SPYV
STATE STREET
-$308.6K
84,462
-6%
减持
KKR
KKR & CO
-$304.3K
1,770
-52%
减持
FTCB
FIRST TRUST
-$298.9K
11,484
-55%
减持
AMAT
APPLIED MATERIALS
+$296.4K
4,090
-5%
增持
WMT
WALMART INC
+$295.8K
20,185
+2%
减持
XLF
STATE STREET
-$291.3K
33,506
-6%
减持
RDDT
REDDIT INC
-$287.2K
1,000
-46%
增持
PYLD
PIMCO ETF TR
+$284.4K
98,344
+14%
增持
GLW
CORNING INC
+$283.6K
2,536
+263%
增持
IJR
ISHARES CORE
+$274.7K
26,161
+6%
增持
IAU
ISHARES GOLD
+$274.3K
9,398
+38%
减持
ANGL
VANECK FALLEN
-$272.8K
2,034
-82%
减持
GLD
SPDR GOLD TR
+$271.9K
12,596
-3%
减持
CSGP
COSTAR GROUP INC
-$267.1K
335
-92%
减持
CMF
ISHARES CALIFORNIA
-$265.8K
1,755
-72%
减持
HYGH
ISHARES INTEREST
-$262.0K
1,821
-62%
减持
VNLA
JANUS HENDERSON
-$260.5K
109,018
-4%
减持
BUFQ
FIRST TRUST
-$255.5K
84,983
-6%
减持
VDC
VANGUARD CONSUMER
-$255.4K
104
-92%
减持
VTEB
VANGUARD MUNICIPAL
-$254.5K
675
-88%
减持
RTX
RTX CORP
+$254.2K
30,285
-1%
增持
ARM
ARM HOLDINGS
+$250.0K
4,810
+10%
减持
VUG
VANGUARD GROWTH
-$247.4K
2,660
-8%
减持
SPDW
STATE STREET
-$245.8K
23,882
-21%
减持
IWD
ISHARES RUSSELL
-$243.0K
17,260
-8%
增持
LMBS
FIRST TRUST
+$241.0K
53,546
+10%
增持
NKE
NIKE INC
+$240.8K
11,379
+101%
减持
FBND
FIDELITY TOTAL
-$238.0K
58,751
-7%
增持
EIX
EDISON INTL
+$232.8K
3,499
+804%
减持
BRK/B
BERKSHIRE HATHAWAY
-$230.8K
7,119
-2%
减持
DIS
WALT DISNEY
-$230.1K
6,342
-14%
