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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 141 项
建仓 19
增持 45
减持 72
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$10.4M
0
-100%
增持
UITB
VICTORY PORTFOLIOS II
+$8.4M
636,363
+42%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$7.2M
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。
-100%
增持
MUSI
AMERICAN CENTY ETF TR
+$4.4M
437,820
+34%
增持
BOND
PIMCO ETF TR
+$4.4M
201,207
+33%
增持
DBMF
LITMAN GREGORY FDS TR
+$3.7M
756,007
+16%
减持
ITOT
ISHARES TR
+$3.3M
773,517
-3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.8M
431,013
+11%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.6M
247,093
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$1.6M
524,605
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$1.0M
338,178
-10%
增持
AAPL
APPLE INC
+$942.8K
32,326
+0%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$941.1K
206,018
+2%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$854.4K
374,845
+7%
减持
NVDA
NVIDIA CORPORATION
+$752.9K
5,329
-1%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$705.0K
371,965
-8%
增持
XSOE
WISDOMTREE TR
+$643.0K
122,368
+23%
增持
VTI
VANGUARD INDEX FDS
+$552.2K
5,416
+72%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$542.1K
22,570
-40%
增持
TAXF
AMERICAN CENTY ETF TR
+$528.1K
298,731
+4%
增持
VUG
VANGUARD INDEX FDS
+$452.6K
5,956
+21%
减持
MSFT
MICROSOFT CORP
+$440.7K
9,032
-1%
减持
QQQ
INVESCO QQQ TR
+$402.0K
10,480
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$367.3K
298,853
+1%
减持
IXUS
ISHARES TR
-$314.0K
143,935
-4%
增持
IJR
ISHARES TR
+$313.2K
15,567
+22%
建仓
PULS
PGIM ETF TR
+$279.7K
5,661
建仓
SCHX
SCHWAB STRATEGIC TR
+$275.6K
5,263
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$269.9K
1,228
增持
IJH
ISHARES TR
+$265.7K
17,283
+2%
建仓
VXUS
VANGUARD STAR FDS
+$263.2K
4,693
建仓
IWR
ISHARES TR
+$261.2K
3,576
建仓
SCHM
SCHWAB STRATEGIC TR
+$256.4K
3,610
建仓
LLY
LILLY ELI & CO
+$249.0K
531
建仓
VGT
VANGUARD WORLD FDS
+$226.8K
513
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$221.9K
1,340
建仓
META
META PLATFORMS INC
+$213.2K
743
清仓
MELI
MERCADOLIBRE INC
-$206.9K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$206.0K
1,400
建仓
TDG
TRANSDIGM GROUP INC
+$202.1K
226
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$186.0K
1,587
+4%
减持
ABBV
ABBVIE INC
-$185.5K
4,332
-10%
减持
RODM
LATTICE STRATEGIES TR
-$174.2K
306,886
-2%
增持
LNT
ALLIANT ENERGY CORP
+$173.4K
22,228
+20%
减持
SCZ
ISHARES TR
-$172.6K
49,311
-5%
增持
EXAS
EXACT SCIENCES CORP
+$170.7K
5,931
+4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$170.4K
7,800
-24%
减持
AVDV
AMERICAN CENTY ETF TR
-$163.7K
98,270
-1%
减持
AMZN
AMAZON COM INC
+$151.3K
6,756
-4%
增持
IWF
ISHARES TR
+$143.5K
3,003
+7%
增持
ISCB
ISHARES TR
+$140.0K
41,459
+2%
减持
JPSE
J P MORGAN EXCHANGE TRADED F
+$132.2K
163,658
-1%
减持
IEFA
ISHARES TR
-$124.2K
14,105
-12%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$123.6K
8,437
-37%
减持
GOOGL
ALPHABET INC
+$123.5K
10,405
-4%
减持
TILT
FLEXSHARES TR
+$119.4K
15,066
-2%
增持
IMCB
ISHARES TR
+$112.9K
39,840
+0%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$112.1K
504,678
-0%
增持
ILCG
ISHARES TR
+$94.4K
10,186
+4%
减持
GOOG
ALPHABET INC
+$94.0K
5,768
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$80.8K
1,441
+0%
减持
—
JOHNSON CTLS INTL PLC
+$76.9K
12,285
-3%
增持
DIS
DISNEY WALT CO
-$73.7K
7,771
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$69.4K
1,111
+13%
增持
JPM
JPMORGAN CHASE & CO
+$69.0K
4,446
+0%
减持
DBEF
DBX ETF TR
-$65.7K
88,497
-3%
减持
TSLA
TESLA INC
+$63.6K
1,587
-6%
减持
SPTM
SPDR SER TR
+$62.1K
17,161
-1%
减持
QUS
SPDR SER TR
-$59.0K
13,393
-9%
减持
MTUM
ISHARES TR
+$53.4K
11,823
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$51.9K
697
-3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$50.8K
3,050
-1%
减持
EUSB
ISHARES TR
-$49.2K
10,479
-9%
减持
NKE
NIKE INC
-$47.4K
2,574
-5%
清仓
—
PALO ALTO NETWORKS INC
-$47.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$45.2K
1,549
-0%
减持
AVGO
BROADCOM INC
+$45.1K
356
-13%
增持
CI
THE CIGNA GROUP
+$45.0K
938
+10%
减持
HD
HOME DEPOT INC
+$40.2K
2,666
-0%
增持
DSI
ISHARES TR
+$39.8K
3,587
+7%
增持
LOW
LOWES COS INC
+$38.3K
1,130
+4%
减持
SPGI
S&P GLOBAL INC
+$37.8K
765
-2%
减持
JNJ
JOHNSON & JOHNSON
+$37.3K
3,661
-0%
增持
PFE
PFIZER INC
-$35.6K
11,876
+3%
减持
INTU
INTUIT
-$35.0K
451
-17%
增持
—
ACCENTURE PLC IRELAND
+$34.7K
1,485
+0%
减持
CMI
CUMMINS INC
-$31.1K
834
-15%
增持
USXF
ISHARES TR
+$30.8K
6,700
+5%
减持
IVV
ISHARES TR
+$30.7K
2,465
-5%
减持
VLUE
ISHARES TR
-$30.7K
5,223
-7%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$30.3K
936
-3%
清仓
—
KKR REAL ESTATE FIN TR INC
-$29.7K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$29.7K
100
-12%
减持
QUAL
ISHARES TR
+$28.8K
2,874
-1%
建仓
—
NRG ENERGY INC
+$28.5K
27,000
增持
IEMG
ISHARES INC
+$28.3K
9,110
+6%
减持
VHT
VANGUARD WORLD FDS
+$27.8K
4,815
-0%
减持
DEUS
DBX ETF TR
+$23.6K
35,606
-2%
建仓
—
STARWOOD PPTY TR INC
+$23.5K
23,000
减持
FISV
FISERV INC
+$22.5K
1,966
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.3K
844
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$22.2K
691
-0%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$21.5K
19,000
增持
USMV
ISHARES TR
+$20.1K
12,389
+0%
建仓
—
HALOZYME THERAPEUTICS INC
+$19.9K
24,000
建仓
—
NICE LTD
+$18.4K
19,000
减持
V
VISA INC
+$18.0K
2,286
-2%
增持
SPMD
SPDR SER TR
+$17.9K
7,998
+1%
减持
SBUX
STARBUCKS CORP
-$17.6K
2,502
-2%
增持
IJJ
ISHARES TR
+$17.5K
3,420
+1%
增持
COWZ
PACER FDS TR
+$15.7K
12,653
+1%
减持
COST
COSTCO WHSL CORP NEW
+$15.4K
767
-4%
减持
EFAV
ISHARES TR
-$15.4K
5,646
-4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$15.4K
96,875
-0%
增持
—
ARES CAPITAL CORP
+$14.8K
34,000
+79%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$14.5K
1,382
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.1K
5,275
-8%
减持
PNOV
INNOVATOR ETFS TR
+$13.9K
7,067
-0%
建仓
—
PROSPECT CAP CORP
+$13.8K
14,000
建仓
—
ENPHASE ENERGY INC
+$13.2K
14,000
增持
—
SOUTHWEST AIRLS CO
+$12.8K
27,000
+69%
减持
ZTS
ZOETIS INC
+$10.1K
2,354
-1%
增持
EOG
EOG RES INC
+$9.8K
5,608
+2%
增持
—
SPLUNK INC
+$9.4K
23,000
+64%
减持
MRK
MERCK & CO INC
+$8.6K
3,726
-6%
减持
MDLZ
MONDELEZ INTL INC
+$7.5K
3,246
-1%
减持
KO
COCA COLA CO
-$6.9K
3,606
-0%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.5K
47,208
-0%
减持
—
CHUBB LIMITED
-$6.5K
2,329
-1%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$6.4K
4,577
+0%
增持
XLU
SELECT SECTOR SPDR TR
-$6.0K
3,261
+1%
减持
TJX
TJX COS INC NEW
+$5.9K
3,061
-5%
减持
CMCSA
COMCAST CORP NEW
+$5.7K
8,594
-7%
减持
APH
AMPHENOL CORP NEW
-$5.3K
3,714
-5%
减持
VTV
VANGUARD INDEX FDS
+$5.0K
2,844
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$4.9K
9,204
-1%
减持
MGEE
MGE ENERGY INC
-$4.9K
16,126
-2%
减持
IDXX
IDEXX LABS INC
-$3.2K
820
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.8K
7,913
-0%
增持
PM
PHILIP MORRIS INTL INC
+$2.5K
2,617
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
-$51
713
-2%
