小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 79
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$50.1M
282,036
+11177%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$34.4M
704,612
+168%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$21.0M
11,944
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。
-95%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$20.4M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$18.4M
71,091
-72%
建仓
XLK
SELECT SECTOR SPDR TR
+$17.2M
76,093
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$13.5M
27,791
-94%
增持
SPDW
SPDR INDEX SHS FDS
+$11.0M
670,520
+65%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$10.7M
39,645
-93%
增持
UBND
VICTORY PORTFOLIOS II
+$9.4M
1,768,493
+27%
减持
AVDV
AMERICAN CENTY ETF TR
-$7.3M
5,734
-95%
减持
GSLC
GOLDMAN SACHS ETF TR
-$6.7M
526,596
-15%
建仓
PAVE
GLOBAL X FDS
+$6.6M
161,072
建仓
BINC
BLACKROCK ETF TRUST II
+$4.3M
79,726
减持
ITOT
ISHARES TR
+$4.0M
839,651
-2%
减持
COWZ
PACER FDS TR
-$3.0M
413,016
-16%
增持
RODM
LATTICE STRATEGIES TR
+$1.9M
387,499
+8%
增持
IXUS
ISHARES TR
+$1.8M
191,449
+7%
增持
BOND
PIMCO ETF TR
+$1.7M
225,362
+5%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$1.6M
220,057
+8%
增持
TAXF
AMERICAN CENTY ETF TR
+$1.4M
382,929
+6%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$1.4M
473,490
+6%
增持
DBMF
LITMAN GREGORY FDS TR
-$1.0M
1,037,861
+3%
增持
XSOE
WISDOMTREE TR
+$1.0M
193,435
+10%
增持
AAPL
APPLE INC
+$834.9K
31,601
+2%
增持
SCZ
ISHARES TR
+$664.2K
64,507
+7%
增持
SPMD
SPDR SER TR
+$570.5K
18,373
+117%
建仓
DYNF
BLACKROCK ETF TRUST
+$495.3K
10,012
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$382.8K
90,799
-1%
增持
NVDA
NVIDIA CORPORATION
+$340.7K
31,246
+12%
建仓
APP
APPLOVIN CORP
+$324.9K
2,489
建仓
PGR
PROGRESSIVE CORP
+$280.2K
1,104
增持
TILT
FLEXSHARES TR
+$260.9K
14,267
+3%
清仓
MINT
PIMCO ETF TR
-$257.9K
0
-100%
建仓
ABT
ABBOTT LABS
+$256.5K
2,250
建仓
POCT
INNOVATOR ETFS TRUST
+$250.1K
6,420
清仓
MCK
MCKESSON CORP
-$248.2K
0
-100%
建仓
GFL
GFL ENVIRONMENTAL INC
+$244.9K
6,140
建仓
—
EATON CORP PLC
+$242.0K
730
建仓
EMXC
ISHARES INC
+$239.3K
3,916
建仓
TSLA
TESLA INC
+$235.7K
901
减持
IJH
ISHARES TR
+$231.6K
83,305
-2%
增持
IMCB
ISHARES TR
+$226.9K
38,133
+0%
建仓
LII
LENNOX INTL INC
+$225.4K
373
减持
MGEE
MGE ENERGY INC
+$222.1K
13,520
-0%
建仓
MELI
MERCADOLIBRE INC
+$221.6K
108
建仓
ORCL
ORACLE CORP
+$221.2K
1,298
建仓
SBUX
STARBUCKS CORP
+$220.2K
2,259
增持
ISCB
ISHARES TR
+$216.4K
41,679
+1%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$216.3K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$216.0K
566
建仓
MDYV
SPDR SER TR
+$215.0K
2,706
建仓
KO
COCA COLA CO
+$214.5K
2,985
清仓
—
ICON PLC
-$213.5K
0
-100%
清仓
MKL
MARKEL GROUP INC
-$212.7K
0
-100%
建仓
NKE
NIKE INC
+$212.0K
2,398
增持
AVGO
BROADCOM INC
+$211.5K
3,683
+1295%
增持
META
META PLATFORMS INC
+$209.9K
1,754
+11%
建仓
COO
COOPER COS INC
+$209.3K
1,897
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$207.1K
963
建仓
ADSK
AUTODESK INC
+$205.0K
744
建仓
ICVT
ISHARES TR
+$203.2K
2,428
建仓
MS
MORGAN STANLEY
+$203.1K
1,948
建仓
VRT
VERTIV HOLDINGS CO
+$201.7K
2,027
建仓
TGT
TARGET CORP
+$200.1K
1,284
减持
LMT
LOCKHEED MARTIN CORP
+$192.8K
1,713
-1%
增持
ABBV
ABBVIE INC
+$170.0K
5,320
+4%
增持
EXAS
EXACT SCIENCES CORP
+$167.9K
6,457
+0%
增持
DEUS
DBX ETF TR
+$166.4K
30,111
+2%
增持
IJR
ISHARES TR
+$157.6K
14,820
+0%
增持
IEMG
ISHARES INC
+$154.6K
15,465
+13%
增持
IEFA
ISHARES TR
+$152.0K
15,967
+6%
增持
QUS
SPDR SER TR
+$137.5K
11,319
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$132.6K
1,353
+5%
增持
QQQ
INVESCO QQQ TR
+$126.8K
9,182
+1%
减持
HD
HOME DEPOT INC
+$125.7K
2,406
-2%
增持
IWR
ISHARES TR
+$123.0K
12,796
+3%
增持
VGT
VANGUARD WORLD FD
+$114.9K
542
+54%
增持
JPM
JPMORGAN CHASE & CO.
+$109.8K
4,531
+8%
减持
—
ACCENTURE PLC IRELAND
-$107.8K
907
-36%
增持
—
CHUBB LIMITED
+$101.3K
2,475
+3%
增持
VTI
VANGUARD INDEX FDS
+$96.1K
2,242
+11%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
+$95.4K
15,438
+0%
增持
MCD
MCDONALDS CORP
+$94.9K
1,833
+1%
减持
UITB
VICTORY PORTFOLIOS II
-$91.3K
9,664
-20%
增持
MA
MASTERCARD INCORPORATED
+$88.6K
1,516
+1%
增持
AMZN
AMAZON COM INC
+$87.3K
9,704
+9%
增持
EUSB
ISHARES TR
+$84.4K
11,178
+16%
减持
RTX
RTX CORPORATION
+$80.7K
7,195
-9%
增持
EFAV
ISHARES TR
+$74.1K
4,967
+12%
增持
JNJ
JOHNSON & JOHNSON
+$74.1K
4,495
+0%
增持
VTV
VANGUARD INDEX FDS
+$74.1K
3,067
+7%
增持
SPGI
S&P GLOBAL INC
+$68.9K
635
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.0K
949
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.7K
1,217
+4%
增持
—
EXXON MOBIL CORP
+$65.1K
3,213
+19%
减持
USMV
ISHARES TR
+$64.2K
11,370
-2%
减持
TJX
TJX COS INC NEW
-$64.1K
2,177
-25%
增持
PEP
PEPSICO INC
+$63.6K
2,867
+12%
减持
VHT
VANGUARD WORLD FD
+$63.0K
4,269
-1%
增持
LOW
LOWES COS INC
+$62.4K
1,099
+3%
增持
VV
VANGUARD INDEX FDS
+$62.4K
2,628
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$58.2K
1,722
+24%
减持
MRK
MERCK & CO INC
-$55.5K
3,282
-5%
增持
GOOG
ALPHABET INC
+$54.7K
6,505
+16%
增持
WMT
WALMART INC
+$53.8K
3,503
+4%
增持
PULS
PGIM ETF TR
+$52.8K
25,791
+4%
增持
V
VISA INC
+$51.8K
2,384
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.7K
7,459
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$45.9K
632
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$45.4K
1,345
+55%
增持
PWR
QUANTA SVCS INC
+$44.1K
886
+2%
增持
VUG
VANGUARD INDEX FDS
+$43.3K
4,292
+0%
减持
DBEF
DBX ETF TR
+$42.9K
82,191
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$42.2K
9,515
+5%
增持
ADBE
ADOBE INC
-$41.3K
1,580
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$40.0K
1,228
-2%
增持
COST
COSTCO WHSL CORP NEW
+$38.5K
706
+2%
减持
ZTS
ZOETIS INC
+$38.1K
2,747
-4%
减持
IWF
ISHARES TR
-$35.1K
2,979
-6%
减持
SPTM
SPDR SER TR
+$31.1K
12,223
-2%
增持
MDLZ
MONDELEZ INTL INC
+$31.1K
3,305
+2%
减持
NTRA
NATERA INC
-$29.7K
2,187
-23%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$29.5K
30,425
+20%
减持
FISV
FISERV INC
+$29.2K
1,733
-8%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$28.2K
27,657
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$28.2K
1,354
+6%
增持
MUSI
AMERICAN CENTY ETF TR
+$28.0K
13,313
+1%
减持
IUSG
ISHARES TR
-$28.0K
2,122
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$27.8K
700
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$26.6K
7,025
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$26.1K
665
-6%
增持
VLUE
ISHARES TR
+$24.9K
4,415
+0%
减持
CVX
CHEVRON CORP NEW
-$23.8K
2,018
-2%
增持
CI
THE CIGNA GROUP
+$23.6K
863
+4%
增持
WDC
WESTERN DIGITAL CORP.
-$22.1K
3,992
+3%
增持
IVW
ISHARES TR
+$22.1K
5,596
+1%
减持
DIS
DISNEY WALT CO
-$21.2K
5,347
-1%
减持
VXUS
VANGUARD STAR FDS
+$21.2K
4,875
-0%
增持
LCTU
BLACKROCK ETF TRUST
+$20.2K
3,667
+4%
增持
MSFT
MICROSOFT CORP
+$20.2K
10,304
+4%
增持
EFG
ISHARES TR
+$19.1K
2,616
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$19.0K
5,859
-2%
清仓
—
JAZZ INVESTMENTS I LTD
-$18.9K
0
-100%
清仓
—
MICROCHIP TECHNOLOGY INC.
-$16.8K
0
-100%
增持
IDXX
IDEXX LABS INC
+$16.8K
824
+0%
增持
NFLX
NETFLIX INC
+$16.0K
426
+0%
建仓
—
JAZZ INVESTMENTS I LTD
+$14.9K
15,000
建仓
—
AMERICAN WTR CAP CORP
+$13.3K
13,000
增持
EOG
EOG RES INC
-$13.2K
4,990
+0%
