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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 67
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
VFLO
VICTORY PORTFOLIOS II
+$41.1M
1,198,779
减持
COWZ
PACER FDS TR
-$22.4M
36,816
-91%
减持
SPDW
SPDR INDEX SHS FDS
-$8.6M
895,038
-26%
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
ITOT
ISHARES TR
-$8.5M
756,965
-3%
清仓
PAVE
GLOBAL X FDS
-$6.3M
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$5.0M
1,203,999
+24%
清仓
ICSH
ISHARES TR
-$4.9M
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$4.7M
713,774
+1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.0M
5
清仓
CHD
CHURCH & DWIGHT CO INC
-$3.9M
0
-100%
增持
UBND
VICTORY PORTFOLIOS II
+$3.3M
1,452,746
+9%
增持
PULS
PGIM ETF TR
+$2.1M
70,507
+155%
减持
XLK
SELECT SECTOR SPDR TR
-$2.1M
78,810
-0%
增持
QUAL
ISHARES TR
-$2.1M
294,966
+0%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
31,625
-23%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
9,384
+270%
增持
RODM
LATTICE STRATEGIES TR
+$1.6M
429,304
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
-$1.3M
558,737
+2%
减持
AAPL
APPLE INC
-$1.2M
29,850
-4%
增持
GBIL
GOLDMAN SACHS ETF TR
+$936.2K
88,120
+12%
建仓
PJAN
INNOVATOR ETFS TRUST
+$812.7K
19,597
增持
XSOE
WISDOMTREE TR
+$746.9K
225,083
+11%
减持
IXUS
ISHARES TR
+$686.4K
210,667
-1%
减持
QQQ
INVESCO QQQ TR
-$624.8K
8,677
-5%
增持
IJH
ISHARES TR
+$616.1K
99,931
+19%
建仓
SU
SUNCOR ENERGY INC NEW
+$594.8K
15,362
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$588.2K
537,360
+3%
增持
SCZ
ISHARES TR
+$556.0K
72,000
+9%
增持
BOND
PIMCO ETF TR
+$547.2K
248,603
+0%
减持
SPMD
SPDR SER TR
-$496.6K
9,930
-46%
增持
MSFT
MICROSOFT CORP
-$408.7K
10,857
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$401.7K
961
-44%
清仓
—
ACCENTURE PLC IRELAND
-$326.5K
0
-100%
建仓
C
CITIGROUP INC
+$323.2K
4,553
建仓
FANG
DIAMONDBACK ENERGY INC
+$319.9K
2,001
增持
TAXF
AMERICAN CENTY ETF TR
+$293.3K
431,366
+3%
清仓
ROKU
ROKU INC
-$278.1K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$275.7K
13,700
+75%
建仓
SE
SEA LTD
+$250.7K
1,921
减持
TILT
FLEXSHARES TR
-$247.5K
14,074
-3%
清仓
VRT
VERTIV HOLDINGS CO
-$247.1K
0
-100%
减持
IJR
ISHARES TR
-$240.5K
14,671
-5%
建仓
DUK
DUKE ENERGY CORP NEW
+$235.0K
1,927
建仓
INTU
INTUIT
+$234.2K
382
清仓
WDC
WESTERN DIGITAL CORP
-$232.0K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$230.7K
10,716
清仓
—
EATON CORP PLC
-$224.3K
0
-100%
清仓
LII
LENNOX INTL INC
-$224.2K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$222.5K
2,637
清仓
SHOP
SHOPIFY INC
-$220.3K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$218.4K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$217.5K
0
-100%
减持
ISCB
ISHARES TR
-$216.5K
41,757
-1%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$212.6K
871
建仓
TLN
TALEN ENERGY CORP
+$211.1K
1,057
增持
EXAS
EXACT SCIENCES CORP
+$208.5K
12,254
+114%
增持
ABBV
ABBVIE INC
+$202.0K
5,476
+3%
建仓
CVX
CHEVRON CORP NEW
+$201.8K
1,206
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.4K
1,402
+15%
增持
—
EXXON MOBIL CORP
+$195.6K
4,954
+35%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$194.4K
108,173
+1%
增持
AVGO
BROADCOM INC
+$173.7K
6,162
+66%
增持
TSLA
TESLA INC
-$173.0K
1,405
+6%
增持
GOOG
ALPHABET INC
-$168.0K
6,876
+5%
增持
IEMG
ISHARES INC
+$159.3K
18,037
+16%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$157.2K
7,399
-2%
增持
META
META PLATFORMS INC
+$151.0K
2,055
+16%
减持
VLUE
ISHARES TR
-$147.8K
2,986
-32%
减持
MTUM
ISHARES TR
-$147.4K
9,394
-5%
增持
MELI
MERCADOLIBRE INC
+$141.3K
184
+44%
减持
DIS
DISNEY WALT CO
-$139.9K
3,671
-19%
减持
ORCL
ORACLE CORP
-$139.6K
3,327
-8%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
-$137.9K
242,632
+6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$132.8K
26,165
-5%
增持
COST
COSTCO WHSL CORP NEW
+$130.1K
807
+17%
增持
RTX
RTX CORPORATION
+$127.1K
7,197
+1%
减持
ADBE
ADOBE INC
-$115.7K
1,383
-5%
增持
VXUS
VANGUARD STAR FDS
+$114.8K
6,843
+30%
减持
SPY
SPDR S&P 500 ETF TR
-$110.8K
3,832
-0%
增持
PM
PHILIP MORRIS INTL INC
+$106.3K
2,632
+2%
增持
VUG
VANGUARD INDEX FDS
-$101.4K
4,155
+4%
减持
ILCG
ISHARES TR
-$96.6K
9,484
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$95.6K
86,332
+1%
减持
IMCB
ISHARES TR
-$95.6K
37,574
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$93.6K
25,993
+25%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$91.5K
40,000
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$90.3K
1,345
-30%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$82.0K
90,512
-0%
增持
NFLX
NETFLIX INC
+$81.7K
576
+13%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$79.9K
4,170
+28%
减持
PWR
QUANTA SVCS INC
-$72.5K
829
-7%
增持
AMZN
AMAZON COM INC
+$70.5K
11,957
+19%
增持
LLY
ELI LILLY & CO
+$65.2K
665
+6%
增持
SCHG
SCHWAB STRATEGIC TR
-$65.1K
27,408
+2%
增持
PGR
PROGRESSIVE CORP
+$63.6K
1,157
+5%
增持
CI
THE CIGNA GROUP
+$59.9K
1,091
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$59.8K
7,342
+6%
减持
NTRA
NATERA INC
-$58.9K
1,793
-9%
减持
JPM
JPMORGAN CHASE & CO.
-$56.4K
4,113
-7%
增持
IVV
ISHARES TR
-$55.7K
3,200
+2%
增持
IWF
ISHARES TR
-$52.8K
2,900
+6%
增持
MA
MASTERCARD INCORPORATED
+$52.6K
1,538
+2%
减持
USMV
ISHARES TR
+$50.8K
11,028
-0%
增持
GILD
GILEAD SCIENCES INC
+$50.2K
2,389
+1%
增持
EFAV
ISHARES TR
+$50.1K
5,251
+3%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$49.2K
41,013
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$47.6K
2,107
+5%
减持
IVW
ISHARES TR
-$46.3K
5,171
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$46.0K
3,462
-11%
增持
MDLZ
MONDELEZ INTL INC
+$45.5K
4,738
+3%
减持
SPTM
SPDR SER TR
-$43.0K
11,886
-0%
减持
IUSG
ISHARES TR
-$43.0K
2,015
-6%
减持
MCD
MCDONALDS CORP
+$39.9K
1,841
-0%
减持
V
VISA INC
+$38.5K
2,279
-5%
减持
DBEF
DBX ETF TR
-$38.4K
75,913
-5%
减持
DEUS
DBX ETF TR
-$37.7K
28,795
-2%
增持
APP
APPLOVIN CORP
-$36.5K
2,007
+14%
减持
MCK
MCKESSON CORP
+$36.4K
375
-1%
减持
MS
MORGAN STANLEY
-$35.7K
1,816
-8%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$33.6K
10,304
-17%
减持
—
CHUBB LIMITED
+$31.0K
2,369
-4%
增持
FISV
FISERV INC
+$31.0K
1,742
+1%
减持
PEP
PEPSICO INC
-$30.5K
2,627
-6%
减持
GFL
GFL ENVIRONMENTAL INC
-$30.3K
6,212
-16%
减持
EMXC
ISHARES INC
-$30.2K
5,423
-9%
增持
SNPE
DBX ETF TR
-$29.9K
12,039
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$29.1K
1,229
+1%
增持
EOG
EOG RES INC
+$28.2K
4,923
+0%
减持
APH
AMPHENOL CORP NEW
-$26.4K
6,149
-1%
减持
—
JOHNSON CTLS INTL PLC
-$26.3K
10,917
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$25.7K
559
-4%
增持
DYNF
BLACKROCK ETF TRUST
-$25.2K
15,481
+2%
增持
ADSK
AUTODESK INC
-$25.1K
796
+1%
增持
DSI
ISHARES TR
-$20.3K
3,055
+1%
增持
UITB
VICTORY PORTFOLIOS II
+$20.1K
9,553
+3%
减持
USXF
ISHARES TR
-$20.1K
5,308
-1%
增持
SBUX
STARBUCKS CORP
+$20.1K
2,385
+2%
减持
SPGI
S&P GLOBAL INC
-$18.9K
591
-8%
减持
QUS
SPDR SER TR
+$18.4K
11,284
-0%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
+$16.9K
16,889
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$16.3K
1,499
+0%
增持
EUSB
ISHARES TR
+$16.3K
12,542
+1%
清仓
—
TYLER TEX INDPT SCH DIST
-$15.8K
0
-100%
减持
IEFA
ISHARES TR
+$15.5K
14,884
-6%
清仓
—
SOUTHWEST AIRLS CO
-$15.4K
0
-100%
增持
WMT
WALMART INC
+$15.2K
4,783
+7%
减持
PNOV
INNOVATOR ETFS TRUST
-$15.1K
6,983
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$14.6K
18,899
-3%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$14.4K
4,460
+1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
-$13.5K
11,602
+1%
