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Garden State Investment Advisory Services LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Garden State Investment Advisory Services LLC
报告期 2026-03-31 · CIK 0001965351
持仓数
339
前50大市值合计
$299.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 32
增持 46
减持 50
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$9.2M
95,564
减持
QQQ
INVESCO QQQ TR
-$9.0M
15,011
-52%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.5M
16,151
-81%
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
GOVI
INVESCO EXCH TRADED FD TR II
+$5.2M
186,911
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
9,594
-36%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$3.4M
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.4M
61,904
-54%
减持
SRLN
SSGA ACTIVE ETF TR
-$3.0M
9,162
-89%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
29,067
-33%
减持
MU
MICRON TECHNOLOGY INC
-$2.8M
6,232
-84%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.6M
249,068
-29%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$2.3M
88,447
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.2M
38,315
-24%
减持
AMZN
AMAZON COM INC
-$2.2M
53,350
-5%
减持
AAPL
APPLE INC
-$2.2M
55,753
-4%
减持
PSEP
INNOVATOR ETFS TRUST
-$2.1M
66,436
-45%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$1.9M
35,784
减持
MDYV
SPDR SER TR
-$1.8M
37,501
-35%
增持
AVGO
BROADCOM INC
+$1.7M
15,795
+297%
增持
NVDA
NVIDIA CORPORATION
-$1.5M
106,633
+10%
增持
TLT
ISHARES TR
+$1.3M
22,297
+125%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.3M
20,687
-50%
清仓
SMMU
PIMCO ETF TR
-$1.3M
0
-100%
增持
IJH
ISHARES TR
+$1.1M
46,661
+84%
增持
LLY
ELI LILLY & CO
+$1.1M
3,431
+49%
减持
META
META PLATFORMS INC
-$1.0M
16,796
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.0M
13,308
-33%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.0M
47,089
+65%
建仓
HIMU
BLACKROCK ETF TRUST II
+$996.1K
20,102
增持
TSLA
TESLA INC
-$953.6K
8,592
+9%
建仓
AUMI
THEMES ETF TR
+$909.6K
19,235
清仓
AFRM
AFFIRM HLDGS INC
-$861.1K
0
-100%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$841.2K
31,994
+209%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$782.8K
124,472
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$757.7K
9,709
-0%
增持
VO
VANGUARD INDEX FDS
+$732.0K
8,083
+57%
清仓
NOBL
PROSHARES TR
-$713.4K
0
-100%
建仓
GRNY
TIDAL ETF TR
+$648.6K
35,684
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$640.2K
62,275
-21%
清仓
—
NEW GOLD INC CDA
-$584.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$582.0K
13,398
+1%
增持
TSPA
T ROWE PRICE ETF INC
+$571.0K
144,577
+18%
建仓
ADC
AGREE RLTY CORP
+$565.7K
7,329
建仓
AGG
ISHARES TR
+$542.8K
5,486
减持
DIS
DISNEY WALT CO
-$527.2K
12,211
-22%
建仓
EIPX
FIRST TR EXCHANGE-TRADED FD
+$524.9K
20,150
增持
GOOG
ALPHABET INC
-$503.4K
15,084
+0%
减持
PYPL
PAYPAL HLDGS INC
-$482.3K
4,109
-53%
减持
SMCI
SUPER MICRO COMPUTER INC
-$468.7K
19,646
-48%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$462.7K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$450.6K
103,081
+19%
建仓
XLC
SELECT SECTOR SPDR TR
+$442.7K
4,589
增持
EMB
ISHARES TR
+$437.9K
20,057
+30%
增持
JAAA
JANUS DETROIT STR TR
+$437.3K
27,034
+47%
增持
MOAT
VANECK ETF TRUST
+$435.1K
27,337
+29%
建仓
QQQI
NEOS ETF TRUST
+$424.3K
8,946
建仓
RKLB
ROCKET LAB USA INC
+$420.0K
23,489
建仓
DAPP
VANECK ETF TRUST
+$402.7K
44,600
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$395.2K
46,122
-16%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$388.6K
36,447
+28%
增持
GOOGL
ALPHABET INC
-$384.2K
13,208
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$364.2K
82,105
+9%
清仓
ADBE
ADOBE INC
-$355.7K
0
-100%
增持
IWM
ISHARES TR
+$342.7K
14,015
+30%
建仓
BKR
BAKER HUGHES COMPANY
+$340.2K
7,738
建仓
MRK
MERCK & CO INC
+$333.6K
3,707
减持
SMH
VANECK ETF TRUST
-$333.1K
9,770
-1%
建仓
VICI
VICI PPTYS INC
+$320.3K
9,694
增持
—
MONROE CAP CORP
+$315.9K
80,025
+121%
清仓
FCX
FREEPORT-MCMORAN INC
-$303.1K
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$292.0K
0
-100%
清仓
ROKU
ROKU INC
-$290.8K
0
-100%
减持
ORCL
ORACLE CORP
-$283.6K
1,519
-49%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$273.7K
0
-100%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$272.7K
3,916
增持
XLF
SELECT SECTOR SPDR TR
+$268.9K
37,849
+13%
减持
MUB
ISHARES TR
-$268.8K
20,639
-10%
建仓
TIGR
UP FINTECH HLDG LTD
+$253.8K
29,545
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$251.8K
3,587
清仓
PWR
QUANTA SVCS INC
-$251.7K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$245.6K
35,747
-2%
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$241.3K
7,376
建仓
URA
GLOBAL X FDS
+$231.8K
10,115
清仓
MRVL
MARVELL TECHNOLOGY INC
-$229.7K
0
-100%
建仓
GLW
CORNING INC
+$228.9K
4,994
建仓
YINN
DIREXION SHS ETF TR
+$228.7K
5,499
建仓
BALT
INNOVATOR ETFS TRUST
+$228.4K
7,277
建仓
BLK
BLACKROCK INC
+$222.8K
234
清仓
TOST
TOAST INC
-$222.2K
0
-100%
清仓
INTC
INTEL CORP
-$221.2K
0
-100%
建仓
NKE
NIKE INC
+$220.3K
3,456
减持
APP
APPLOVIN CORP
-$217.0K
2,443
-8%
清仓
—
VOLATILITY SHS TR
-$216.9K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$216.5K
8,720
+75%
建仓
DVY
ISHARES TR
+$216.5K
1,610
增持
VTI
VANGUARD INDEX FDS
+$214.5K
2,227
+62%
增持
CRM
SALESFORCE INC
-$210.6K
3,360
+1%
减持
MGK
VANGUARD WORLD FD
-$206.4K
5,616
-1%
清仓
MS
MORGAN STANLEY
-$205.9K
0
-100%
清仓
SHOP
SHOPIFY INC
-$205.2K
0
-100%
建仓
UPST
UPSTART HLDGS INC
+$202.6K
4,401
清仓
QUAL
ISHARES TR
-$202.4K
0
-100%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$200.4K
4,750
增持
VEA
VANGUARD TAX-MANAGED FDS
+$191.9K
8,443
+70%
减持
ZALT
INNOVATOR ETFS TRUST
-$176.3K
12,658
-32%
减持
GWW
GRAINGER W W INC
-$175.4K
357
-29%
增持
SPSM
SPDR SER TR
-$174.3K
86,692
+5%
增持
IWMI
NEOS ETF TRUST
+$171.4K
11,055
+74%
减持
BUFF
INNOVATOR ETFS TRUST
-$169.8K
107,120
-2%
减持
—
ISHARES TR
-$165.7K
11,223
-36%
增持
TCAF
T ROWE PRICE ETF INC
-$163.8K
222,008
+1%
减持
IBMO
ISHARES TR
-$160.6K
10,690
-37%
增持
QYLD
GLOBAL X FDS
+$160.5K
45,760
+39%
减持
T
AT&T INC
+$155.4K
29,228
-1%
减持
IBMP
ISHARES TR
-$149.6K
10,751
-36%
清仓
XNXJX
NUVEEN NEW JERSEY QULT MUN F
-$148.3K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$144.7K
14,655
-4%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$138.4K
17,960
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$136.4K
5,850
+12%
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$135.0K
0
-100%
建仓
NU
NU HLDGS LTD
+$134.0K
13,088
减持
PHYL
PGIM ETF TR
-$131.8K
11,264
-25%
增持
AUR
AURORA INNOVATION INC
+$129.5K
63,640
+34%
减持
RTX
RTX CORPORATION
-$125.0K
1,509
-46%
增持
BX
BLACKSTONE INC
-$123.8K
4,197
+2%
减持
DEUS
DBX ETF TR
-$121.9K
56,433
-4%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$121.6K
7,313
-26%
增持
IVV
ISHARES TR
+$120.3K
3,853
+11%
增持
CSCO
CISCO SYS INC
+$112.7K
10,626
+16%
增持
NFLX
NETFLIX INC
+$110.5K
2,690
+0%
增持
—
EXXON MOBIL CORP
+$108.0K
9,235
+0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$105.7K
57,556
+11%
增持
IRM
IRON MTN INC DEL
-$105.3K
5,554
+0%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$104.7K
103,994
+12%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$97.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$95.0K
4,638
+8%
减持
VPU
VANGUARD WORLD FD
-$92.7K
1,274
-33%
减持
TGT
TARGET CORP
-$91.2K
2,329
-6%
减持
IXUS
ISHARES TR
+$89.8K
35,615
-2%
建仓
—
TIDAL TR II
+$88.4K
11,127
减持
IVW
ISHARES TR
-$88.1K
2,400
-22%
减持
MO
ALTRIA GROUP INC
+$86.1K
11,335
-0%
减持
PJUN
INNOVATOR ETFS TRUST
-$82.0K
13,585
-13%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$79.7K
7,888
+39%
增持
XLI
SELECT SECTOR SPDR TR
+$79.3K
3,454
+22%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$78.6K
32,230
-7%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$78.0K
46,221
-1%
减持
ABBV
ABBVIE INC
+$76.2K
3,175
-4%
增持
TMSL
T ROWE PRICE ETF INC
+$75.5K
58,929
+10%
增持
CEG
CONSTELLATION ENERGY CORP
+$75.3K
3,253
+25%