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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 41
减持 76
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$23.3M
511,164
-32%
建仓
THRO
BLACKROCK ETF TRUST
+$19.4M
546,505
增持
VFLO
VICTORY PORTFOLIOS II
+$14.9M
1,582,738
+32%
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。
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$10.7M
216,808
增持
SPDW
SPDR INDEX SHS FDS
+$10.0M
1,051,949
+18%
增持
XLK
SELECT SECTOR SPDR TR
+$9.3M
101,165
+28%
增持
GSLC
GOLDMAN SACHS ETF TR
+$6.3M
558,807
+0%
增持
QUAL
ISHARES TR
+$4.2M
298,718
+1%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$3.6M
654,261
-8%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.2M
66,077
-25%
减持
AAPL
APPLE INC
-$2.2M
21,639
-28%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.0M
106,381
-2%
增持
IXUS
ISHARES TR
+$1.8M
213,136
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
31,720
+0%
增持
RODM
LATTICE STRATEGIES TR
+$1.4M
432,260
+1%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$1.3M
505,155
-6%
减持
TAXF
AMERICAN CENTY ETF TR
-$1.2M
412,014
-4%
清仓
PJAN
INNOVATOR ETFS TRUST
-$812.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$764.6K
9,731
-10%
减持
XSOE
WISDOMTREE TR
+$758.3K
223,511
-1%
增持
DYNF
BLACKROCK ETF TRUST
+$752.4K
27,677
+79%
建仓
SPTL
SPDR SERIES TRUST
+$748.3K
28,154
减持
VTI
VANGUARD INDEX FDS
-$747.9K
6,025
-36%
减持
GOOGL
ALPHABET INC
-$640.0K
7,946
-40%
清仓
EOG
EOG RES INC
-$631.3K
0
-100%
减持
RTX
RTX CORPORATION
-$615.7K
2,312
-68%
减持
QQQ
INVESCO QQQ TR
+$601.4K
8,466
-2%
减持
BOND
PIMCO ETF TR
-$581.4K
243,078
-2%
减持
SCZ
ISHARES TR
+$557.8K
70,611
-2%
减持
ABBV
ABBVIE INC
-$525.1K
3,352
-39%
增持
META
META PLATFORMS INC
+$495.5K
2,276
+11%
减持
—
CHUBB LIMITED
-$469.2K
850
-64%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$462.8K
242,683
+0%
清仓
PANW
PALO ALTO NETWORKS INC
-$456.8K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$443.0K
4,525
+9%
减持
MA
MASTERCARD INCORPORATED
-$427.7K
739
-52%
增持
IJH
ISHARES TR
+$426.1K
100,888
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$413.0K
739
-40%
建仓
—
NEBIUS GROUP N.V.
+$399.9K
7,227
减持
SU
SUNCOR ENERGY INC NEW
-$393.3K
5,382
-65%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$371.2K
0
-100%
建仓
VST
VISTRA CORP
+$370.2K
1,910
清仓
ICVT
ISHARES TR
-$357.6K
0
-100%
减持
AVGO
BROADCOM INC
+$355.4K
5,032
-18%
增持
IMCB
ISHARES TR
+$347.3K
39,303
+5%
清仓
IDXX
IDEXX LABS INC
-$346.9K
0
-100%
增持
PULS
PGIM ETF TR
+$338.9K
77,276
+10%
减持
MTUM
ISHARES TR
+$327.8K
9,265
-1%
建仓
VRT
VERTIV HOLDINGS CO
+$322.7K
2,513
清仓
FANG
DIAMONDBACK ENERGY INC
-$319.9K
0
-100%
增持
IVV
ISHARES TR
+$314.2K
3,402
+6%
建仓
SHOP
SHOPIFY INC
+$313.9K
2,721
建仓
EMGF
ISHARES INC
+$301.2K
5,785
减持
HD
HOME DEPOT INC
-$298.8K
1,670
-33%
清仓
EMXC
ISHARES INC
-$298.8K
0
-100%
减持
UBND
VICTORY PORTFOLIOS II
-$295.1K
1,435,916
-1%
减持
MGEE
MGE ENERGY INC
-$292.4K
10,408
-20%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$284.0K
7,539
+2%
增持
TLN
TALEN ENERGY CORP
+$283.0K
1,699
+61%
减持
ADBE
ADOBE INC
-$280.5K
646
-53%
减持
—
JOHNSON CTLS INTL PLC
+$273.8K
10,873
-0%
建仓
HOOD
ROBINHOOD MKTS INC
+$264.1K
2,821
减持
COWZ
PACER FDS TR
-$257.7K
31,911
-13%
增持
IEMG
ISHARES INC
+$254.4K
20,454
+13%
减持
TILT
FLEXSHARES TR
+$245.5K
14,022
-0%
建仓
ROKU
ROKU INC
+$239.1K
2,721
建仓
—
SPOTIFY TECHNOLOGY S A
+$227.1K
296
减持
LMT
LOCKHEED MARTIN CORP
-$223.7K
444
-54%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$222.5K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$222.4K
593
建仓
VO
VANGUARD INDEX FDS
+$221.8K
793
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$219.6K
0
-100%
减持
ORCL
ORACLE CORP
+$215.2K
3,112
-6%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$212.6K
0
-100%
建仓
ZAPR
INNOVATOR ETFS TRUST
+$211.7K
8,450
建仓
FAST
FASTENAL CO
+$211.3K
5,030
减持
MUSI
AMERICAN CENTY ETF TR
-$210.9K
8,010
-38%
建仓
CSCO
CISCO SYS INC
+$209.0K
3,013
建仓
KLAC
KLA CORP
+$208.7K
233
建仓
GE
GE AEROSPACE
+$208.2K
809
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$207.5K
405
建仓
ADI
ANALOG DEVICES INC
+$206.4K
867
清仓
CVX
CHEVRON CORP NEW
-$201.8K
0
-100%
增持
TSLA
TESLA INC
+$201.3K
1,780
+27%
减持
ZTS
ZOETIS INC
-$191.0K
1,288
-46%
增持
GOOG
ALPHABET INC
+$190.6K
7,130
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$190.4K
2,385
+13%
增持
VXUS
VANGUARD STAR FDS
+$181.7K
8,781
+28%
减持
JPM
JPMORGAN CHASE & CO.
+$180.0K
4,101
-0%
增持
ISCB
ISHARES TR
+$176.0K
41,839
+0%
减持
IWF
ISHARES TR
+$166.7K
2,859
-1%
增持
IWM
ISHARES TR
+$150.9K
3,431
+16%
减持
ILCG
ISHARES TR
+$149.5K
9,470
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$147.4K
39
-52%
减持
NFLX
NETFLIX INC
+$145.8K
510
-11%
减持
V
VISA INC
-$143.6K
1,845
-19%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$140.5K
25,389
-3%
减持
FISV
FISERV INC
-$126.1K
1,500
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$120.7K
14,977
+9%
增持
IJR
ISHARES TR
+$111.9K
15,061
+3%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$111.5K
87,794
-3%
减持
C
CITIGROUP INC
-$109.3K
2,513
-45%
减持
—
EXXON MOBIL CORP
-$108.9K
4,455
-10%
减持
MELI
MERCADOLIBRE INC
+$108.9K
179
-3%
减持
SCHG
SCHWAB STRATEGIC TR
+$108.8K
27,219
-1%
减持
LNT
ALLIANT ENERGY CORP
-$101.7K
17,920
-3%
减持
PWR
QUANTA SVCS INC
+$100.4K
823
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$100.0K
5,213
+25%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$98.4K
1,231
-18%
减持
COST
COSTCO WHSL CORP NEW
-$96.0K
674
-16%
增持
MTW
MANITOWOC CO INC
+$92.0K
19,300
+18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.4K
1,349
-4%
减持
IVW
ISHARES TR
+$88.4K
5,163
-0%
减持
APP
APPLOVIN CORP
+$80.1K
1,748
-13%
减持
IEFA
ISHARES TR
+$80.1K
14,448
-3%
减持
APH
AMPHENOL CORP NEW
-$79.0K
3,284
-47%
减持
DIS
DISNEY WALT CO
+$77.8K
3,549
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$76.5K
87,029
+1%
减持
SPTM
SPDR SERIES TRUST
+$76.0K
11,809
-1%
减持
QUS
SPDR SERIES TRUST
+$70.7K
11,275
-0%
减持
UITB
VICTORY PORTFOLIOS II
-$70.6K
8,026
-16%
减持
DEUS
DBX ETF TR
+$69.7K
28,719
-0%
增持
INTU
INTUIT
+$69.4K
386
+1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$68.8K
41,063
+0%
增持
USMV
ISHARES TR
+$64.6K
11,691
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$63.5K
26,083
+0%
增持
VHT
VANGUARD WORLD FD
-$62.5K
4,169
+1%
减持
AVDV
AMERICAN CENTY ETF TR
+$61.3K
7,232
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$60.9K
1,341
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$56.2K
19,459
+3%
增持
MDYG
SPDR SERIES TRUST
+$56.0K
3,060
+16%
减持
PM
PHILIP MORRIS INTL INC
+$54.9K
2,595
-1%
减持
LLY
ELI LILLY & CO
-$53.4K
636
-4%
减持
JNJ
JOHNSON & JOHNSON
-$53.2K
3,619
-1%
减持
DBMF
LITMAN GREGORY FDS TR
-$50.7K
1,180,035
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$50.4K
17,301
+7%
减持
SE
SEA LTD
+$50.3K
1,882
-2%
增持
MDYV
SPDR SERIES TRUST
+$49.7K
3,250
+20%
增持
WMT
WALMART INC
+$48.3K
4,788
+0%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
+$48.2K
16,796
-1%
减持
IUSG
ISHARES TR
+$43.5K
1,992
-1%
减持
MRK
MERCK & CO INC
-$42.3K
3,615
-1%
减持
DSI
ISHARES TR
+$41.7K
3,052
-0%
减持
USXF
ISHARES TR
+$38.1K
5,300
-0%
清仓
—
NRG ENERGY INC
-$30.5K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$30.3K
13,001
+2%
减持
PFE
PFIZER INC
-$29.5K
9,833
-7%
减持
VGT
VANGUARD WORLD FD
+$28.5K
424
-9%
减持
EFG
ISHARES TR
+$27.5K
2,324
-0%
减持
DBEF
DBX ETF TR
-$27.1K
74,513
-2%
