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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 136 项
建仓 6
增持 64
减持 53
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.6M
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.5M
809,868
+7%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.2M
58,818
+25%
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
UITB
VICTORY PORTFOLIOS II
+$857.5K
677,223
+6%
减持
AAPL
APPLE INC
-$815.1K
31,862
-1%
增持
GSLC
GOLDMAN SACHS ETF TR
+$799.9K
553,222
+5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$636.9K
455,661
+6%
增持
MUSI
AMERICAN CENTY ETF TR
+$622.9K
463,539
+6%
增持
ITOT
ISHARES TR
+$559.5K
809,432
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$468.6K
317,478
+6%
建仓
BMO
BANK MONTREAL QUE
+$446.2K
5,289
增持
TAXF
AMERICAN CENTY ETF TR
+$430.7K
320,484
+7%
增持
AVDV
AMERICAN CENTY ETF TR
+$425.2K
105,127
+7%
增持
PULS
PGIM ETF TR
+$415.3K
14,043
+148%
增持
BOND
PIMCO ETF TR
+$400.8K
214,282
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$400.6K
93,157
-4%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$375.7K
397,593
+6%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$362.5K
402,546
+8%
减持
CHD
CHURCH & DWIGHT CO INC
-$326.3K
37,508
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$313.6K
364,977
+8%
清仓
AVGO
BROADCOM INC
-$308.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$307.1K
9,949
-5%
减持
IJH
ISHARES TR
-$283.7K
16,986
-2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$270.9K
260,603
+5%
清仓
VXUS
VANGUARD STAR FDS
-$263.2K
0
-100%
减持
MTUM
ISHARES TR
-$253.1K
10,396
-12%
减持
VTI
VANGUARD INDEX FDS
-$241.7K
4,479
-17%
减持
QUS
SPDR SER TR
-$232.8K
11,717
-13%
建仓
IWM
ISHARES TR
+$231.9K
1,312
清仓
VGT
VANGUARD WORLD FDS
-$226.8K
0
-100%
减持
TILT
FLEXSHARES TR
-$226.7K
14,200
-6%
建仓
—
EXXON MOBIL CORP
+$224.3K
1,908
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$220.5K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$213.4K
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$206.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$205.7K
1,717
清仓
CMI
CUMMINS INC
-$204.5K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$202.1K
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$201.6K
11,943
-3%
建仓
MKL
MARKEL GROUP INC
+$200.3K
136
增持
RTX
RTX CORPORATION
-$198.7K
8,009
+1%
减持
NVDA
NVIDIA CORPORATION
-$190.2K
4,745
-11%
增持
MSFT
MICROSOFT CORP
-$177.5K
9,179
+2%
增持
META
META PLATFORMS INC
+$177.0K
1,300
+75%
减持
VUG
VANGUARD INDEX FDS
-$170.7K
5,562
-7%
减持
IMCB
ISHARES TR
-$168.0K
39,402
-1%
减持
EXAS
EXACT SCIENCES CORP
-$160.8K
5,806
-2%
建仓
APLE
APPLE HOSPITALITY REIT INC
+$157.0K
10,233
增持
GOOG
ALPHABET INC
+$156.5K
6,479
+12%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$145.3K
0
-100%
增持
ABBV
ABBVIE INC
+$138.7K
4,846
+12%
增持
GOOGL
ALPHABET INC
+$130.0K
10,511
+1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
-$127.3K
215,946
+5%
增持
XSOE
WISDOMTREE TR
+$125.5K
132,947
+9%
增持
IWR
ISHARES TR
+$125.0K
5,576
+56%
减持
ISCB
ISHARES TR
-$121.1K
41,210
-1%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
-$120.6K
167,544
+2%
减持
IJR
ISHARES TR
-$113.8K
15,239
-2%
减持
VHT
VANGUARD WORLD FDS
-$113.6K
4,531
-6%
减持
LNT
ALLIANT ENERGY CORP
-$107.7K
21,853
-2%
减持
DIS
DISNEY WALT CO
-$90.9K
7,438
-4%
减持
JNJ
JOHNSON & JOHNSON
-$79.7K
3,379
-8%
减持
DEUS
DBX ETF TR
-$79.5K
35,285
-1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$79.0K
29,058
+853%
减持
MRK
MERCK & CO INC
-$78.3K
3,416
-8%
减持
JPM
JPMORGAN CHASE & CO
-$77.9K
3,922
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$76.1K
1,210
+9%
减持
SPGI
S&P GLOBAL INC
-$75.7K
632
-17%
减持
IEFA
ISHARES TR
-$74.2K
13,642
-3%
减持
VLUE
ISHARES TR
-$73.1K
4,594
-12%
增持
EOG
EOG RES INC
+$69.5K
5,611
+0%
减持
NKE
NIKE INC
-$62.6K
2,316
-10%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$61.4K
911
-3%
减持
IEMG
ISHARES INC
-$60.6K
8,162
-10%
减持
SPTM
SPDR SER TR
-$58.0K
16,693
-3%
增持
LMT
LOCKHEED MARTIN CORP
-$57.0K
1,763
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$55.8K
981
+16%
增持
AMZN
AMAZON COM INC
+$55.5K
7,365
+9%
增持
LLY
ELI LILLY & CO
+$53.4K
563
+6%
减持
PANW
PALO ALTO NETWORKS INC
-$52.4K
1,347
-7%
增持
IDXX
IDEXX LABS INC
-$52.0K
823
+0%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$49.8K
20,860
-8%
增持
PXH
INVESCO EXCH TRADED FD TR II
-$45.9K
525,324
+4%
增持
TJX
TJX COS INC NEW
+$45.4K
3,431
+12%
增持
—
CHUBB LIMITED
+$45.3K
2,372
+2%
减持
SBUX
STARBUCKS CORP
-$45.3K
2,219
-11%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$42.3K
7,755
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$41.7K
636
-9%
增持
TSLA
TESLA INC
+$39.1K
1,817
+14%
增持
IVV
ISHARES TR
-$38.8K
2,468
+0%
减持
HD
HOME DEPOT INC
-$37.4K
2,617
-2%
增持
DBEF
DBX ETF TR
-$36.4K
88,646
+0%
增持
MCD
MCDONALDS CORP
-$35.1K
1,857
+6%
增持
SCZ
ISHARES TR
+$34.1K
52,106
+6%
减持
IWF
ISHARES TR
-$32.7K
2,984
-1%
减持
QUAL
ISHARES TR
-$32.4K
2,695
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.5K
9,490
+4%
增持
COST
COSTCO WHSL CORP NEW
+$30.0K
784
+2%
清仓
—
NEW MTN FIN CORP
-$29.8K
0
-100%
增持
V
VISA INC
+$26.6K
2,476
+8%
增持
CI
THE CIGNA GROUP
+$25.4K
1,009
+8%
清仓
—
FTI CONSULTING INC
-$24.4K
0
-100%
增持
IXUS
ISHARES TR
+$24.1K
150,647
+5%
增持
FISV
FISERV INC
-$23.7K
1,986
+1%
减持
APH
AMPHENOL CORP NEW
-$22.0K
3,494
-6%
减持
ROKU
ROKU INC
+$20.6K
3,741
-2%
减持
CMCSA
COMCAST CORP NEW
+$18.5K
8,471
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$16.9K
677
-2%
增持
LOW
LOWES COS INC
-$16.4K
1,148
+2%
增持
PEP
PEPSICO INC
-$16.3K
2,287
+5%
减持
DSI
ISHARES TR
-$15.2K
3,522
-2%
减持
SPYV
SPDR SER TR
-$14.4K
5,621
-1%
清仓
—
ILLUMINA INC
-$13.9K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$13.7K
92
-8%
减持
IUSG
ISHARES TR
-$13.2K
2,578
-2%
减持
—
ACCENTURE PLC IRELAND
-$12.3K
1,452
-2%
增持
EUSB
ISHARES TR
-$11.9K
10,632
+1%
减持
ADBE
ADOBE INC
+$11.8K
1,545
-3%
增持
ZTS
ZOETIS INC
+$11.6K
2,397
+2%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$10.9K
3,200
+7%
增持
KO
COCA COLA CO
-$10.3K
3,695
+2%
减持
USXF
ISHARES TR
-$9.8K
6,668
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$9.5K
803
+13%
减持
COWZ
PACER FDS TR
-$9.3K
12,066
-5%
增持
—
ENPHASE ENERGY INC
+$7.8K
24,000
+71%
增持
RODM
LATTICE STRATEGIES TR
-$7.5K
314,610
+3%
增持
—
PROSPECT CAP CORP
+$7.1K
21,000
+50%
增持
PFE
PFIZER INC
-$7.0K
12,922
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.9K
1,400
+1%
减持
INTU
INTUIT
+$5.9K
416
-8%
增持
EFAV
ISHARES TR
-$5.6K
5,757
+2%
增持
PM
PHILIP MORRIS INTL INC
+$5.3K
2,817
+8%
增持
—
BLACKSTONE MORTGAGE TRUST IN
+$2.5K
29,000
+7%
减持
MA
MASTERCARD INCORPORATED
-$2.3K
1,533
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.2K
1,252
-7%
增持
—
NICE LTD
+$1.5K
22,000
+16%
