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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 48
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
UBND
VICTORY PORTFOLIOS II
+$29.8M
1,383,613
减持
UITB
VICTORY PORTFOLIOS II
-$26.5M
24,353
-96%
增持
ITOT
ISHARES TR
+$9.5M
830,443
+1%
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
GSLC
GOLDMAN SACHS ETF TR
+$8.6M
599,216
+5%
增持
COWZ
PACER FDS TR
+$5.8M
480,763
+13%
减持
—
PIONEER NAT RES CO
-$5.3M
17,000
-23%
增持
GBIL
GOLDMAN SACHS ETF TR
+$5.2M
289,983
+20%
增持
DBMF
LITMAN GREGORY FDS TR
+$5.1M
967,622
+10%
增持
BOND
PIMCO ETF TR
+$3.6M
259,726
+19%
清仓
—
ARES CAPITAL CORP
-$3.5M
0
-100%
减持
—
NRG ENERGY INC
-$3.4M
21,000
-22%
减持
—
DEXCOM INC
-$3.4M
26,000
-21%
清仓
—
WESTERN DIGITAL CORP.
-$3.3M
0
-100%
减持
—
JAZZ INVESTMENTS I LTD
-$3.1M
26,000
-19%
减持
—
PROSPECT CAP CORP
-$3.0M
25,000
-19%
减持
—
BLACKSTONE MORTGAGE TRUST IN
-$2.9M
26,000
-21%
减持
—
MICROCHIP TECHNOLOGY INC.
-$2.9M
22,000
-19%
减持
—
TWO HARBORS INVENTMENT CORPO
-$2.8M
25,000
-19%
减持
—
FORD MTR CO DEL
-$2.8M
24,000
-14%
减持
—
SOUTHWEST AIRLS CO
-$2.7M
21,000
-22%
清仓
—
PALO ALTO NETWORKS INC
-$2.7M
0
-100%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$2.6M
229,673
+5%
减持
—
NICE LTD
-$2.6M
22,000
-21%
减持
—
BOOKING HOLDINGS INC
-$2.6M
11,000
-21%
减持
—
AKAMAI TECHNOLOGIES INC
-$2.5M
18,000
-22%
清仓
—
SPLUNK INC
-$2.5M
0
-100%
减持
—
STARWOOD PPTY TR INC
-$2.5M
18,000
-22%
减持
—
TYLER TEX INDPT SCH DIST
-$2.4M
19,000
-21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
347,766
+7%
减持
—
BLOCK INC
-$2.2M
18,000
-22%
减持
—
NEW MTN FIN CORP
-$2.2M
20,000
-9%
减持
—
LUMENTUM HLDGS INC
-$2.2M
20,000
-20%
减持
—
ENPHASE ENERGY INC
-$2.2M
19,000
-21%
减持
—
HALOZYME THERAPEUTICS INC
-$2.1M
19,000
-21%
减持
—
PARSONS CORP DEL
-$2.0M
11,000
-21%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
4,618
-2%
清仓
—
WINNEBAGO INDS INC
-$1.8M
0
-100%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.6M
449,135
+7%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.6M
257,554
-5%
减持
—
BENTLEY SYS INC
-$1.6M
13,000
-19%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
396,449
+6%
增持
IXUS
ISHARES TR
+$1.1M
169,869
+6%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$933.1K
191,521
+9%
减持
AAPL
APPLE INC
-$871.8K
30,968
-4%
增持
RODM
LATTICE STRATEGIES TR
+$838.1K
342,361
+7%
增持
AVDV
AMERICAN CENTY ETF TR
+$836.3K
116,149
+7%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$834.4K
417,739
+6%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$816.6K
561,709
+6%
增持
XSOE
WISDOMTREE TR
+$739.3K
162,756
+16%
增持
TAXF
AMERICAN CENTY ETF TR
+$584.5K
341,904
+4%
增持
IJH
ISHARES TR
+$515.8K
82,538
+409%
清仓
—
EXPEDIA GROUP INC
-$472.2K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$466.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$430.7K
9,599
+0%
增持
MTUM
ISHARES TR
+$329.6K
10,456
+1%
建仓
—
EXXON MOBIL CORP
+$314.8K
2,708
清仓
TSLA
TESLA INC
-$304.8K
0
-100%
增持
SCZ
ISHARES TR
+$275.3K
56,824
+6%
减持
DBEF
DBX ETF TR
+$268.2K
83,487
-2%
增持
META
META PLATFORMS INC
+$265.6K
1,496
+15%
建仓
WDC
WESTERN DIGITAL CORP.
+$265.5K
3,890
增持
AMZN
AMAZON COM INC
+$254.3K
8,177
+2%
建仓
NFLX
NETFLIX INC
+$253.3K
417
建仓
BAC
BANK AMERICA CORP
+$251.4K
6,630
建仓
MDYG
SPDR SER TR
+$230.5K
2,641
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$225.0K
1,178
增持
IMCB
ISHARES TR
+$221.2K
38,300
+0%
建仓
PWR
QUANTA SVCS INC
+$220.1K
847
建仓
DG
DOLLAR GEN CORP NEW
+$218.2K
1,398
建仓
CVX
CHEVRON CORP NEW
+$217.2K
1,377
建仓
AMD
ADVANCED MICRO DEVICES INC
+$212.6K
1,178
建仓
MDYV
SPDR SER TR
+$205.7K
2,706
清仓
MELI
MERCADOLIBRE INC
-$201.2K
0
-100%
减持
TILT
FLEXSHARES TR
+$200.2K
13,968
-1%
减持
DIS
DISNEY WALT CO
+$196.1K
7,032
-4%
减持
QQQ
INVESCO QQQ TR
+$173.2K
9,260
-4%
减持
ADBE
ADOBE INC
-$141.9K
1,478
-1%
增持
ABBV
ABBVIE INC
+$140.7K
5,014
+1%
增持
LLY
ELI LILLY & CO
+$136.3K
651
+3%
增持
JPM
JPMORGAN CHASE & CO
+$136.3K
4,017
+2%
增持
IVV
ISHARES TR
+$133.8K
2,465
+1%
减持
MUSI
AMERICAN CENTY ETF TR
-$132.8K
13,408
-18%
减持
VUG
VANGUARD INDEX FDS
+$125.2K
4,272
-1%
增持
IJR
ISHARES TR
+$121.7K
14,550
+6%
减持
CMCSA
COMCAST CORP NEW
-$115.8K
6,275
-29%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$115.1K
90,855
-1%
减持
QUS
SPDR SER TR
+$109.0K
11,171
-3%
增持
IWF
ISHARES TR
+$105.9K
2,991
+1%
增持
NTRA
NATERA INC
+$99.3K
3,373
+1%
增持
IEMG
ISHARES INC
+$97.8K
9,948
+21%
增持
HD
HOME DEPOT INC
+$97.4K
2,602
+0%
减持
GOOGL
ALPHABET INC
+$96.5K
10,151
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$93.9K
6,050
-28%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$89.4K
7,089
-24%
增持
IWM
ISHARES TR
+$89.3K
3,051
+11%
减持
ISCB
ISHARES TR
+$86.8K
39,801
-1%
减持
VHT
VANGUARD WORLD FD
+$84.9K
4,347
-0%
增持
MA
MASTERCARD INCORPORATED
+$83.2K
1,496
+0%
减持
MGEE
MGE ENERGY INC
+$82.3K
13,568
-0%
减持
SPTM
SPDR SER TR
-$81.7K
13,338
-17%
减持
MINT
PIMCO ETF TR
-$75.8K
2,917
-21%
减持
LNT
ALLIANT ENERGY CORP
-$74.6K
21,008
-5%
减持
MRK
MERCK & CO INC
+$72.4K
3,323
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$70.5K
6,954
+0%
减持
—
CHUBB LIMITED
+$68.3K
2,363
-2%
减持
—
JOHNSON CTLS INTL PLC
+$67.4K
11,338
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$66.2K
5,989
+11%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$64.1K
27,953
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$62.7K
5,800
+8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$60.9K
7,821
-4%
增持
VTI
VANGUARD INDEX FDS
+$59.1K
2,123
+2%
增持
VXUS
VANGUARD STAR FDS
+$55.3K
4,629
+20%
减持
COST
COSTCO WHSL CORP NEW
+$55.1K
796
-1%
增持
APH
AMPHENOL CORP NEW
+$54.8K
3,371
+0%
增持
AVGO
BROADCOM INC
+$53.8K
252
+0%
减持
FISV
FISERV INC
+$50.8K
1,886
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$50.0K
955
-3%
减持
RTX
RTX CORPORATION
+$49.7K
7,744
-8%
减持
USMV
ISHARES TR
+$47.8K
12,351
-2%
减持
ILCG
ISHARES TR
+$47.5K
9,782
-4%
减持
IVW
ISHARES TR
+$45.0K
5,255
-1%
减持
NKE
NIKE INC
-$44.8K
2,243
-5%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$44.0K
869
-5%
增持
PULS
PGIM ETF TR
+$40.0K
19,339
+4%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$39.2K
897
+6%
减持
VTV
VANGUARD INDEX FDS
+$37.5K
2,876
-0%
增持
PEP
PEPSICO INC
+$35.9K
2,346
+6%
减持
EXAS
EXACT SCIENCES CORP
-$32.5K
5,760
-1%
减持
—
ICON PLC
+$31.5K
692
-3%
减持
IUSG
ISHARES TR
+$31.0K
2,447
-0%
减持
GOOG
ALPHABET INC
+$31.0K
5,954
-4%
减持
USXF
ISHARES TR
+$30.6K
6,034
-1%
减持
DSI
ISHARES TR
+$28.3K
3,167
-1%
增持
ZTS
ZOETIS INC
-$26.9K
2,632
+10%
减持
IEFA
ISHARES TR
+$26.7K
13,235
-3%
减持
MCD
MCDONALDS CORP
-$26.3K
1,786
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$25.2K
751
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$24.7K
667
-2%
建仓
—
ARBOR REALTY TRUST INC
+$24.6K
25,000
增持
JNJ
JOHNSON & JOHNSON
+$24.2K
3,530
+4%
减持
QUAL
ISHARES TR
+$23.9K
2,592
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.0K
540
-1%
减持
V
VISA INC
+$22.5K
2,299
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$22.4K
1,313
-2%
减持
SCHM
SCHWAB STRATEGIC TR
+$22.0K
3,816
-0%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$20.2K
4,432
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$18.7K
9,206
-0%
减持
EFG
ISHARES TR
+$16.5K
2,566
-1%
减持
LOW
LOWES COS INC
+$16.2K
1,050
-7%
减持
SPGI
S&P GLOBAL INC
-$15.0K
585
-2%
