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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 72
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$5.8M
854,723
+3%
减持
BOND
PIMCO ETF TR
-$4.3M
214,957
-17%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.0M
618,634
+3%
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。
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.7M
255,263
-12%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.5M
1,006,072
+4%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.7M
263,052
+2%
增持
AAPL
APPLE INC
+$1.2M
30,995
+0%
增持
COWZ
PACER FDS TR
-$1.0M
493,668
+3%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$1.0M
445,891
+7%
增持
TAXF
AMERICAN CENTY ETF TR
+$987.1K
362,794
+6%
增持
NVDA
NVIDIA CORPORATION
-$718.8K
27,957
+505%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$592.4K
569,049
+1%
增持
XSOE
WISDOMTREE TR
+$582.9K
175,571
+8%
减持
UITB
VICTORY PORTFOLIOS II
-$575.0K
12,052
-51%
增持
IVV
ISHARES TR
+$536.7K
3,349
+36%
增持
IXUS
ISHARES TR
+$531.3K
178,488
+5%
增持
JPME
J P MORGAN EXCHANGE TRADED F
-$511.3K
233,810
+2%
增持
MSFT
MICROSOFT CORP
+$375.1K
9,875
+3%
增持
RODM
LATTICE STRATEGIES TR
+$366.4K
360,304
+5%
减持
DIS
DISNEY WALT CO
-$324.9K
5,394
-23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$305.4K
360,395
+4%
建仓
IWY
ISHARES TR
+$303.8K
1,416
减持
GOOGL
ALPHABET INC
+$286.1K
9,982
-2%
清仓
CMCSA
COMCAST CORP NEW
-$272.0K
0
-100%
增持
PULS
PGIM ETF TR
+$270.0K
24,771
+28%
建仓
HON
HONEYWELL INTL INC
+$267.4K
1,252
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$265.1K
204,629
+7%
建仓
MCK
MCKESSON CORP
+$248.2K
425
清仓
INTU
INTUIT
-$247.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$245.9K
8,905
+9%
减持
QQQ
INVESCO QQQ TR
+$243.1K
9,089
-2%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$240.9K
1,386
建仓
WMT
WALMART INC
+$229.1K
3,383
建仓
SDY
SPDR SER TR
+$223.8K
1,760
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$220.5K
3,395
增持
IEMG
ISHARES INC
+$219.9K
13,698
+38%
清仓
DG
DOLLAR GEN CORP NEW
-$218.2K
0
-100%
建仓
MKL
MARKEL GROUP INC
+$212.7K
135
清仓
AMD
ADVANCED MICRO DEVICES INC
-$212.6K
0
-100%
清仓
NKE
NIKE INC
-$210.8K
0
-100%
建仓
LCTU
BLACKROCK ETF TRUST
+$209.8K
3,532
清仓
SBUX
STARBUCKS CORP
-$208.5K
0
-100%
清仓
MDYV
SPDR SER TR
-$205.7K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$203.0K
352
建仓
MUNI
PIMCO ETF TR
+$202.9K
3,898
减持
HD
HOME DEPOT INC
-$148.9K
2,467
-5%
增持
IWF
ISHARES TR
+$145.2K
3,164
+6%
增持
VUG
VANGUARD INDEX FDS
+$134.1K
4,290
+0%
减持
GOOG
ALPHABET INC
+$126.3K
5,631
-5%
增持
EXAS
EXACT SCIENCES CORP
-$125.9K
6,436
+12%
减持
IMCB
ISHARES TR
-$117.5K
38,119
-0%
增持
ADBE
ADOBE INC
+$113.6K
1,547
+5%
增持
IEFA
ISHARES TR
+$111.9K
15,063
+14%
减持
LNT
ALLIANT ENERGY CORP
-$110.0K
18,641
-11%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$104.5K
7,779
-1%
增持
SCZ
ISHARES TR
+$104.3K
60,074
+6%
增持
CVX
CHEVRON CORP NEW
+$103.8K
2,052
+49%
增持
JNJ
JOHNSON & JOHNSON
+$96.0K
4,477
+27%
增持
AVGO
BROADCOM INC
+$89.9K
264
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$89.1K
91,968
+1%
减持
DEUS
DBX ETF TR
-$86.3K
29,426
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$78.4K
7,005
+17%
增持
UBND
VICTORY PORTFOLIOS II
+$72.7K
1,397,991
+1%
增持
IVW
ISHARES TR
+$70.0K
5,551
+6%
增持
META
META PLATFORMS INC
+$67.7K
1,575
+5%
增持
VV
VANGUARD INDEX FDS
+$67.3K
2,522
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$66.5K
7,054
+1%
减持
LLY
ELI LILLY & CO
+$63.9K
630
-3%
减持
PANW
PALO ALTO NETWORKS INC
+$61.5K
1,282
-2%
减持
USMV
ISHARES TR
-$58.3K
11,601
-6%
增持
—
ACCENTURE PLC IRELAND
-$56.1K
1,412
+1%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$54.1K
700
-22%
增持
MGEE
MGE ENERGY INC
-$53.8K
13,575
+0%
增持
IJH
ISHARES TR
-$53.4K
84,756
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$53.3K
866
-0%
增持
ZTS
ZOETIS INC
+$53.2K
2,876
+9%
清仓
—
PIONEER NAT RES CO
-$48.6K
0
-100%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$41.2K
15,363
-13%
增持
JPM
JPMORGAN CHASE & CO.
+$41.0K
4,181
+4%
减持
EFAV
ISHARES TR
-$40.4K
4,424
-10%
增持
MCD
MCDONALDS CORP
-$40.3K
1,818
+2%
减持
MTUM
ISHARES TR
+$39.7K
10,256
-2%
增持
V
VISA INC
-$37.9K
2,300
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.1K
1,293
+3%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
-$36.0K
461,345
+3%
增持
RTX
RTX CORPORATION
+$35.8K
7,880
+2%
减持
MINT
PIMCO ETF TR
-$35.4K
2,562
-12%
减持
VHT
VANGUARD WORLD FD
-$34.3K
4,292
-1%
增持
NFLX
NETFLIX INC
+$32.9K
424
+2%
增持
ABBV
ABBVIE INC
-$32.5K
5,134
+2%
增持
IJR
ISHARES TR
-$32.3K
14,774
+2%
增持
LOW
LOWES COS INC
-$32.2K
1,067
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.8K
909
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$31.2K
624
+16%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$30.8K
27,672
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$30.7K
1,731
+1%
减持
SPTM
SPDR SER TR
-$30.4K
12,437
-7%
增持
APH
AMPHENOL CORP NEW
+$26.3K
6,162
+83%
增持
AVDV
AMERICAN CENTY ETF TR
+$25.8K
118,173
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$25.0K
687
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$22.6K
1,170
-1%
清仓
—
BOOKING HOLDINGS INC
-$21.3K
0
-100%
减持
IUSG
ISHARES TR
+$21.1K
2,415
-1%
清仓
—
PARSONS CORP DEL
-$20.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$19.7K
6,816
+3%
增持
FISV
FISERV INC
-$19.3K
1,893
+0%
减持
—
ICON PLC
-$19.0K
681
-2%
减持
QUS
SPDR SER TR
+$19.0K
11,162
-0%
增持
—
JOHNSON CTLS INTL PLC
+$18.0K
11,413
+1%
清仓
—
ENPHASE ENERGY INC
-$17.5K
0
-100%
建仓
—
DUKE ENERGY CORP NEW
+$15.9K
16,000
建仓
—
VENTAS RLTY LTD PARTNERSHIP
+$15.7K
15,000
增持
PNOV
INNOVATOR ETFS TRUST
+$15.3K
7,315
+4%
增持
VXUS
VANGUARD STAR FDS
+$15.3K
4,882
+5%
减持
MUSI
AMERICAN CENTY ETF TR
-$15.0K
13,172
-2%
建仓
—
PPL CAP FDG INC
+$14.3K
15,000
建仓
—
SOUTHERN CO
+$14.3K
14,000
增持
MTW
MANITOWOC CO INC
-$14.3K
16,300
+14%
建仓
—
LANTHEUS HLDGS INC
+$13.7K
11,000
增持
SPMD
SPDR SER TR
-$13.4K
8,462
+1%
增持
PEP
PEPSICO INC
+$13.3K
2,570
+10%
减持
TJX
TJX COS INC NEW
+$13.1K
2,906
-4%
清仓
—
BENTLEY SYS INC
-$13.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$13.0K
2,014
-5%
建仓
—
FIRSTENERGY CORP
+$12.8K
13,000
减持
SPYV
SPDR SER TR
-$12.7K
5,063
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$12.6K
405,397
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$11.9K
5,990
-1%
建仓
—
ALLIANT ENERGY CORP
+$10.8K
11,000
建仓
—
ON SEMICONDUCTOR CORP
+$10.6K
11,000
减持
—
DEXCOM INC
-$10.6K
18,000
-31%
增持
MRK
MERCK & CO INC
-$10.2K
3,459
+4%
减持
SPGI
S&P GLOBAL INC
+$10.2K
581
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$10.2K
9,085
-1%
增持
SCHM
SCHWAB STRATEGIC TR
-$9.1K
3,876
+2%
增持
VLUE
ISHARES TR
-$9.1K
4,412
+3%
增持
CI
THE CIGNA GROUP
-$8.6K
833
+7%
减持
—
NICE LTD
-$7.8K
16,000
-27%
增持
ISCB
ISHARES TR
-$7.8K
41,384
+4%
减持
—
FORD MTR CO DEL
-$7.6K
17,000
-29%
减持
—
PROSPECT CAP CORP
-$7.1K
18,000
-28%
增持
EOG
EOG RES INC
-$7.0K
4,978
+0%
减持
PFE
PFIZER INC
-$6.9K
11,170
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.9K
1,256
+2%
减持
—
MICROCHIP TECHNOLOGY INC.
-$6.7K
16,000
-27%
减持
—
JAZZ INVESTMENTS I LTD
-$6.6K
19,000
-27%
减持
—
ARBOR REALTY TRUST INC
-$6.6K
18,000
-28%
减持
—
NEW MTN FIN CORP
-$6.6K
14,000
-30%
减持
DSI
ISHARES TR
+$6.5K
3,137
-1%
减持
—
BLACKSTONE MORTGAGE TRUST IN
-$6.4K
19,000
-27%
