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Goldstein Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Goldstein Advisors, LLC
报告期 2026-03-31 · CIK 0001963807
持仓数
228
前50大市值合计
$816.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 61
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$18.9M
10,271
-94%
增持
ITOT
ISHARES TR
+$17.9M
799,646
+24%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$16.7M
201,063
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。
+2965%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$16.2M
296,121
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$11.6M
402,696
减持
RODM
LATTICE STRATEGIES TR
-$10.7M
313,385
-59%
减持
JPSE
J P MORGAN EXCHANGE TRADED F
-$5.6M
164,857
-48%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.4M
389,363
+41%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$5.2M
13,494
-94%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.8M
734,762
+26%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.8M
246,840
+6%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.7M
47,240
+55%
增持
AAPL
APPLE INC
+$1.2M
32,307
+1%
增持
IXUS
ISHARES TR
+$1.1M
150,560
+6%
增持
UITB
VICTORY PORTFOLIOS II
+$986.7K
447,310
+2%
增持
TAXF
AMERICAN CENTY ETF TR
+$902.5K
286,166
+4%
减持
LOW
LOWES COS INC
-$873.2K
1,084
-80%
清仓
WMT
WALMART INC
-$862.0K
0
-100%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$791.7K
350,863
+4%
清仓
PG
PROCTER AND GAMBLE CO
-$783.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$737.4K
5,405
+3%
清仓
GIS
GENERAL MLS INC
-$702.0K
0
-100%
增持
MUSI
AMERICAN CENTY ETF TR
+$673.4K
327,430
+3%
建仓
VTI
VANGUARD INDEX FDS
+$640.9K
3,140
增持
IJH
ISHARES TR
+$619.5K
17,003
+13%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$592.1K
506,269
+2%
清仓
SYY
SYSCO CORP
-$578.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$543.0K
0
-100%
减持
HD
HOME DEPOT INC
-$516.0K
2,670
-35%
减持
QQQ
INVESCO QQQ TR
+$502.6K
10,811
-3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$483.6K
543,861
-7%
增持
VUG
VANGUARD INDEX FDS
+$456.7K
4,942
+36%
增持
BOND
PIMCO ETF TR
+$440.1K
151,616
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$417.2K
99,524
+2%
增持
XSOE
WISDOMTREE TR
+$385.1K
99,754
+11%
清仓
UPS
UNITED PARCEL SERVICE INC
-$321.0K
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
+$292.4K
37,545
-0%
增持
COWZ
PACER FDS TR
+$291.0K
12,567
+95%
清仓
BA
BOEING CO
-$278.0K
0
-100%
增持
DBEF
DBX ETF TR
+$276.8K
90,790
+0%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$257.7K
5,706
建仓
ROKU
ROKU INC
+$250.5K
3,806
建仓
INTU
INTUIT
+$241.4K
542
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$239.0K
1,552
增持
SCZ
ISHARES TR
+$221.0K
51,773
+2%
清仓
LLY
LILLY ELI & CO
-$221.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$219.4K
3,241
建仓
CI
THE CIGNA GROUP
+$218.1K
854
清仓
CVX
CHEVRON CORP NEW
-$216.0K
0
-100%
建仓
USXF
ISHARES TR
+$210.0K
6,351
建仓
MSI
MOTOROLA SOLUTIONS INC
+$209.2K
731
清仓
A
AGILENT TECHNOLOGIES INC
-$209.0K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$206.9K
157
增持
GOOGL
ALPHABET INC
+$195.9K
10,816
+3%
增持
TILT
FLEXSHARES TR
+$157.4K
15,432
+1%
增持
DBMF
LITMAN GREGORY FDS TR
+$157.3K
652,977
+12%
减持
MGEE
MGE ENERGY INC
-$142.4K
16,488
-18%
增持
AMZN
AMAZON COM INC
+$140.4K
7,062
+1%
减持
TSLA
TESLA INC
+$129.8K
1,696
-6%
增持
DIS
DISNEY WALT CO
+$122.5K
7,665
+3%
增持
EXAS
EXACT SCIENCES CORP
+$118.3K
5,696
+5%
增持
IJJ
ISHARES TR
+$107.9K
3,395
+42%
减持
UNH
UNITEDHEALTH GROUP INC
-$107.7K
983
-9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$101.0K
1,531
+5%
增持
MA
MASTERCARD INCORPORATED
+$93.0K
1,552
+15%
减持
IVV
ISHARES TR
-$93.0K
2,598
-14%
减持
EOG
EOG RES INC
-$85.0K
5,513
-0%
减持
ABBV
ABBVIE INC
-$82.9K
4,826
-8%
减持
IWF
ISHARES TR
+$81.9K
2,795
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$81.1K
97,089
+1%
增持
IDXX
IDEXX LABS INC
+$80.1K
830
+1%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$77.2K
966
+8%
增持
ZTS
ZOETIS INC
+$72.3K
2,375
+8%
增持
ILCG
ISHARES TR
+$67.6K
9,765
+0%
增持
PFE
PFIZER INC
-$66.8K
11,549
+10%
减持
IMCB
ISHARES TR
+$65.5K
39,718
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$63.1K
3,066
-5%
减持
ISCB
ISHARES TR
+$62.4K
40,534
-1%
增持
V
VISA INC
+$61.9K
2,328
+4%
增持
—
ACCENTURE PLC IRELAND
+$61.6K
1,482
+9%
减持
SPDW
SPDR INDEX SHS FDS
+$60.7K
374,617
-7%
减持
LNT
ALLIANT ENERGY CORP
-$58.9K
18,597
-2%
增持
JPM
JPMORGAN CHASE & CO
+$58.7K
4,433
+15%
增持
JNJ
JOHNSON & JOHNSON
-$58.4K
3,669
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$58.0K
7,944
-4%
增持
CMCSA
COMCAST CORP NEW
+$57.4K
9,268
+10%
增持
MTUM
ISHARES TR
-$56.9K
11,882
+1%
减持
GOOG
ALPHABET INC
+$56.7K
5,805
-6%
减持
PANW
PALO ALTO NETWORKS INC
+$55.4K
1,439
-13%
减持
SPTM
SPDR SER TR
-$53.8K
17,295
-12%
增持
DSI
ISHARES TR
+$50.1K
3,361
+14%
增持
—
CHUBB LIMITED
-$50.0K
2,343
+2%
减持
IEFA
ISHARES TR
+$49.3K
16,100
-3%
减持
MSFT
MICROSOFT CORP
-$47.1K
9,140
-18%
增持
—
JOHNSON CTLS INTL PLC
-$45.8K
12,624
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$45.7K
113
-10%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$45.5K
423,809
+1%
增持
NKE
NIKE INC
+$43.5K
2,703
+10%
增持
EUSB
ISHARES TR
+$42.4K
11,459
+7%
减持
QUS
SPDR SER TR
+$37.8K
14,714
-3%
增持
COST
COSTCO WHSL CORP NEW
+$36.5K
800
+1%
增持
QUAL
ISHARES TR
+$34.8K
2,892
+2%
增持
AVGO
BROADCOM INC
+$34.7K
411
+0%
清仓
—
BLACKSTONE MORTGAGE TRUST IN
-$34.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$32.3K
1,757
+1%
增持
VTV
VANGUARD INDEX FDS
+$32.1K
2,890
+11%
增持
SPMD
SPDR SER TR
+$32.1K
7,945
+7%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$31.8K
37,544
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.5K
860
-10%
增持
SBUX
STARBUCKS CORP
+$30.4K
2,549
+7%
减持
—
ON SEMICONDUCTOR CORP
-$28.4K
11,000
-54%
减持
TJX
TJX COS INC NEW
-$28.4K
3,237
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$24.1K
1,690
-0%
减持
FISV
FISERV INC
+$21.5K
1,995
-1%
建仓
—
BLACKSTONE MORTGAGE TRUST IN
+$21.4K
27,000
减持
—
PIONEER NAT RES CO
-$21.0K
22,000
-24%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$20.4K
25,425
+65%
减持
IJR
ISHARES TR
-$19.9K
12,803
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$19.2K
9,287
-2%
减持
IEMG
ISHARES INC
-$15.3K
8,622
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.6K
721
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$13.2K
694
-2%
减持
IVW
ISHARES TR
+$13.0K
5,494
-5%
增持
VHT
VANGUARD WORLD FDS
+$12.1K
4,827
+5%
增持
PEP
PEPSICO INC
+$11.4K
2,180
+2%
减持
—
PALO ALTO NETWORKS INC
-$10.9K
21,000
-43%
减持
—
NEW MTN FIN CORP
-$9.2K
30,000
-23%
清仓
—
LUMENTUM HLDGS INC
-$9.0K
0
-100%
减持
—
KKR REAL ESTATE FIN TR INC
-$8.3K
30,000
-23%
减持
—
AKAMAI TECHNOLOGIES INC
-$7.9K
23,000
-23%
减持
—
ARES CAPITAL CORP
-$7.9K
19,000
-24%
减持
VLUE
ISHARES TR
+$7.5K
5,622
-0%
减持
—
TYLER TEX INDPT SCH DIST
-$7.1K
24,000
-25%
减持
—
FORD MTR CO DEL
-$7.0K
28,000
-24%
减持
—
BLOCK INC
-$7.0K
23,000
-23%
减持
—
WESTERN DIGITAL CORP.
-$6.9K
26,000
-24%
减持
—
JAZZ INVESTMENTS I LTD
-$6.6K
19,000
-24%
减持
—
PARSONS CORP DEL
-$6.6K
14,000
-26%
减持
CMI
CUMMINS INC
-$6.5K
986
-1%
减持
—
SOUTHWEST AIRLS CO
-$5.8K
16,000
-20%
增持
KO
COCA COLA CO
-$5.0K
3,612
+0%
增持
MRK
MERCK & CO INC
-$4.7K
3,960
+3%
减持
—
ILLUMINA INC
-$4.3K
14,000
-26%
减持
SPGI
S&P GLOBAL INC
+$3.9K
780
-1%
减持
—
BENTLEY SYS INC
-$3.9K
16,000
-24%
减持
—
WINNEBAGO INDS INC
-$3.6K
14,000
-22%
减持
—
SPLUNK INC
-$3.5K
14,000
-22%
减持
SPYV
SPDR SER TR
+$3.1K
5,701
-3%
减持
—
BOOKING HOLDINGS INC
-$3.0K
14,000
-22%
减持
IUSG
ISHARES TR
+$2.3K
2,639
-7%
