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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 56
减持 67
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
COWZ
PACER FDS TR
+$21.6M
426,553
+3435%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$20.5M
8,395
-98%
减持
MUSI
AMERICAN CENTY ETF TR
-$18.7M
16,393
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。
-96%
增持
GBIL
GOLDMAN SACHS ETF TR
+$18.1M
240,921
+310%
增持
ITOT
ISHARES TR
+$10.0M
819,681
+1%
增持
GSLC
GOLDMAN SACHS ETF TR
+$7.0M
571,817
+3%
建仓
—
DEXCOM INC
+$3.4M
33,000
增持
—
WESTERN DIGITAL CORP.
+$3.2M
33,000
+27%
增持
—
JAZZ INVESTMENTS I LTD
+$3.1M
32,000
+68%
增持
—
PROSPECT CAP CORP
+$3.0M
31,000
+48%
增持
—
MICROCHIP TECHNOLOGY INC.
+$2.9M
27,000
+42%
增持
—
BLACKSTONE MORTGAGE TRUST IN
+$2.9M
33,000
+14%
建仓
—
TWO HARBORS INVENTMENT CORPO
+$2.9M
31,000
建仓
—
PALO ALTO NETWORKS INC
+$2.7M
9,000
增持
—
NICE LTD
+$2.6M
28,000
+27%
减持
UITB
VICTORY PORTFOLIOS II
-$2.6M
588,065
-13%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.5M
270,036
+4%
建仓
—
NEW MTN FIN CORP
+$2.2M
22,000
建仓
—
LUMENTUM HLDGS INC
+$2.2M
25,000
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$2.1M
219,216
+2%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.6M
418,472
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
373,578
+2%
增持
IXUS
ISHARES TR
+$1.4M
160,433
+6%
增持
BOND
PIMCO ETF TR
+$1.4M
218,658
+2%
增持
TAXF
AMERICAN CENTY ETF TR
+$1.3M
327,683
+2%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$1.1M
175,316
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$792.9K
323,700
+2%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$755.8K
395,238
-1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$753.0K
529,542
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$731.7K
109,030
+4%
增持
DBMF
LITMAN GREGORY FDS TR
-$729.6K
880,262
+9%
增持
AAPL
APPLE INC
+$727.1K
32,110
+1%
增持
MSFT
MICROSOFT CORP
+$709.4K
9,594
+5%
增持
RODM
LATTICE STRATEGIES TR
+$678.2K
319,036
+1%
增持
IWR
ISHARES TR
+$577.2K
12,393
+122%
建仓
SNPE
DBX ETF TR
+$528.1K
12,130
增持
XSOE
WISDOMTREE TR
+$509.8K
140,425
+6%
建仓
—
EXPEDIA GROUP INC
+$472.2K
5,000
减持
VTI
VANGUARD INDEX FDS
-$458.7K
2,077
-54%
清仓
BMO
BANK MONTREAL QUE
-$446.2K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$385.5K
9,380
增持
SCZ
ISHARES TR
+$380.9K
53,689
+3%
减持
QQQ
INVESCO QQQ TR
+$373.9K
9,617
-3%
建仓
MINT
PIMCO ETF TR
+$369.1K
3,699
增持
IWM
ISHARES TR
+$320.5K
2,752
+110%
增持
AMZN
AMAZON COM INC
+$284.4K
8,034
+9%
建仓
AVGO
BROADCOM INC
+$280.2K
251
减持
NVDA
NVIDIA CORPORATION
+$264.0K
4,701
-1%
减持
IJH
ISHARES TR
+$262.1K
16,228
-4%
减持
TILT
FLEXSHARES TR
+$257.9K
14,089
-1%
建仓
EFG
ISHARES TR
+$249.9K
2,580
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$238.5K
91,757
-2%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$234.6K
919
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$230.6K
0
-100%
增持
PULS
PGIM ETF TR
+$226.2K
18,651
+33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$224.7K
8,116
+5%
清仓
—
EXXON MOBIL CORP
-$224.3K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$224.2K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$223.8K
3,861
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$217.5K
0
-100%
减持
IMCB
ISHARES TR
+$214.7K
38,257
-3%
减持
ISCB
ISHARES TR
+$210.2K
40,116
-3%
建仓
NTRA
NATERA INC
+$209.2K
3,339
清仓
KO
COCA COLA CO
-$206.8K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$206.5K
3,261
清仓
COP
CONOCOPHILLIPS
-$205.7K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$201.2K
128
建仓
—
ICON PLC
+$201.0K
710
清仓
MKL
MARKEL GROUP INC
-$200.3K
0
-100%
减持
MTUM
ISHARES TR
+$177.0K
10,385
-0%
减持
VUG
VANGUARD INDEX FDS
-$169.4K
4,327
-22%
清仓
APLE
APPLE HOSPITALITY REIT INC
-$157.0K
0
-100%
减持
TSLA
TESLA INC
-$149.8K
1,227
-32%
增持
RTX
RTX CORPORATION
+$129.2K
8,386
+5%
减持
MGEE
MGE ENERGY INC
-$119.0K
13,633
-15%
减持
HD
HOME DEPOT INC
+$109.9K
2,599
-1%
减持
IWF
ISHARES TR
+$108.5K
2,976
-0%
减持
QUS
SPDR SER TR
+$103.8K
11,488
-2%
减持
IVV
ISHARES TR
+$102.2K
2,433
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$101.6K
28,172
-3%
减持
ADBE
ADOBE INC
+$99.9K
1,488
-4%
增持
JPM
JPMORGAN CHASE & CO
+$99.6K
3,929
+0%
减持
PFE
PFIZER INC
-$99.4K
11,434
-12%
减持
IDXX
IDEXX LABS INC
+$95.3K
820
-0%
减持
EOG
EOG RES INC
-$89.9K
5,137
-8%
增持
USMV
ISHARES TR
+$87.8K
12,617
+2%
增持
COST
COSTCO WHSL CORP NEW
+$85.1K
800
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$84.4K
9,090
-4%
减持
PANW
PALO ALTO NETWORKS INC
+$79.6K
1,341
-0%
减持
IEFA
ISHARES TR
+$77.7K
13,583
-0%
增持
LNT
ALLIANT ENERGY CORP
+$74.6K
22,093
+1%
增持
META
META PLATFORMS INC
+$70.6K
1,302
+0%
增持
LLY
ELI LILLY & CO
+$67.8K
635
+13%
减持
DIS
DISNEY WALT CO
+$61.5K
7,358
-1%
减持
SPTM
SPDR SER TR
+$61.1K
16,037
-4%
减持
GOOGL
ALPHABET INC
+$60.1K
10,277
-2%
增持
SPMD
SPDR SER TR
+$58.5K
8,390
+5%
减持
ZTS
ZOETIS INC
+$55.3K
2,393
-0%
减持
DBEF
DBX ETF TR
+$55.2K
85,153
-4%
增持
VLUE
ISHARES TR
+$54.6K
4,660
+1%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$53.4K
18,160
-13%
减持
—
ACCENTURE PLC IRELAND
+$51.3K
1,417
-2%
减持
DEUS
DBX ETF TR
+$51.1K
32,979
-7%
增持
—
CHUBB LIMITED
+$50.2K
2,407
+1%
增持
ABBV
ABBVIE INC
+$50.0K
4,984
+3%
减持
V
VISA INC
+$49.6K
2,378
-4%
清仓
—
ON SEMICONDUCTOR CORP
-$49.6K
0
-100%
减持
IJR
ISHARES TR
+$48.9K
13,731
-10%
减持
LMT
LOCKHEED MARTIN CORP
+$48.6K
1,698
-4%
增持
QUAL
ISHARES TR
+$47.0K
2,733
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$44.4K
3,833
+6%
减持
MCD
MCDONALDS CORP
+$40.7K
1,787
-4%
减持
APH
AMPHENOL CORP NEW
+$40.6K
3,370
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$39.2K
5,417
+3%
增持
VTV
VANGUARD INDEX FDS
+$38.6K
2,882
+1%
减持
—
JOHNSON CTLS INTL PLC
+$37.7K
11,680
-2%
减持
INTU
INTUIT
+$35.5K
397
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$34.8K
682
+1%
增持
EXAS
EXACT SCIENCES CORP
+$34.2K
5,816
+0%
增持
NKE
NIKE INC
+$34.1K
2,354
+2%
减持
SPGI
S&P GLOBAL INC
+$32.9K
599
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$31.1K
548
-14%
减持
MA
MASTERCARD INCORPORATED
+$30.3K
1,494
-3%
减持
BKNG
BOOKING HOLDINGS INC
+$28.4K
88
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$28.0K
9,214
+0%
增持
IEMG
ISHARES INC
+$27.1K
8,215
+1%
减持
FISV
FISERV INC
+$26.3K
1,887
-5%
减持
SPYV
SPDR SER TR
+$26.1K
5,533
-2%
减持
VHT
VANGUARD WORLD FDS
+$25.8K
4,352
-4%
减持
EUSB
ISHARES TR
-$24.0K
9,486
-11%
减持
IVW
ISHARES TR
+$22.9K
5,310
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$22.8K
771
-4%
减持
GOOG
ALPHABET INC
+$21.3K
6,213
-4%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$16.8K
4,553
-1%
增持
SBUX
STARBUCKS CORP
+$16.3K
2,279
+3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$15.8K
846
-7%
减持
PM
PHILIP MORRIS INTL INC
-$14.6K
2,617
-7%
减持
MRK
MERCK & CO INC
+$14.4K
3,358
-2%
减持
EFAV
ISHARES TR
-$14.3K
5,209
-10%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$14.2K
3,000
-6%
减持
PEP
PEPSICO INC
-$12.8K
2,206
-4%
减持
LOW
LOWES COS INC
+$12.7K
1,129
-2%
增持
CMCSA
COMCAST CORP NEW
+$12.2K
8,844
+4%
减持
IUSG
ISHARES TR
+$11.3K
2,457
-5%
减持
USXF
ISHARES TR
+$10.7K
6,073
-9%
减持
UNH
UNITEDHEALTH GROUP INC
+$10.1K
1,178
-3%
减持
PNOV
INNOVATOR ETFS TR
+$8.8K
7,038
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.0K
986
+1%
增持
JNJ
JOHNSON & JOHNSON
+$7.9K
3,408
+1%
减持
CI
THE CIGNA GROUP
-$6.9K
941
-7%
