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Goldstone Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Goldstone Financial Group, LLC

报告期 2026-03-31 · CIK 0002040021

持仓数

228

前50大市值合计

$733.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$120.2M

201,197

16.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$39.7M

68,728

5.4%

VTV VANGUARD INDEX FDS

VALUE ETF

$37.8M

192,544

5.1%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$35.6M

580,418

4.9%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$34.8M

1,029,244

4.7%

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$25.8M

538,595

3.5%

IUSG ISHARES TR

CORE S&P US GWT

$21.0M

135,505

2.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$18.7M

58,208

2.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$18.4M

64,025

2.5%

FSMD FIDELITY COVINGTON TRUST

SML MID MLTFCT

$16.0M

357,873

2.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$16.0M

249,586

2.2%

CLOA BLACKROCK ETF TRUST II

ISHARES AAA CLO

$15.8M

303,923

2.1%

AAPL APPLE INC

COM

$15.4M

60,670

2.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$14.9M

327,345

2.0%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$14.4M

442,767

2.0%

IVV ISHARES TR

CORE S&P500 ETF

$14.2M

21,676

1.9%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$13.9M

274,094

1.9%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$12.6M

130,566

1.7%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$12.5M

141,661

1.7%

SPLB SPDR SERIES TRUST

STATE STREET SPD

$12.3M

552,122

1.7%

SRLN SSGA ACTIVE ETF TR

STATE STREET BLA

$11.1M

276,883

1.5%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$10.3M

191,045

1.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$9.8M

193,368

1.3%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$9.8M

65,888

1.3%

VPU VANGUARD WORLD FD

UTILITIES ETF

$9.6M

48,541

1.3%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$9.2M

44,288

1.3%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$8.8M

110,505

1.2%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$8.6M

87,984

1.2%

DON WISDOMTREE TR

US MIDCAP DIVID

$8.5M

161,651

1.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$8.3M

59,733

1.1%

IGIB ISHARES TR

ISHS 5-10YR INVT

$8.3M

155,091

1.1%

GLOF ISHARES TR

GLOBAL EQUITY

$8.1M

156,366

1.1%

SPGM SPDR INDEX SHS FDS

STATE STREET SPD

$8.1M

107,596

1.1%

IOO ISHARES TR

GLOBAL 100 ETF

$8.1M

67,034

1.1%

FPAG INVESTMENT MANAGERS SER TR I

FPA GBL EQTY ETF

$8.1M

222,718

1.1%

NVDA NVIDIA CORPORATION

COM

$7.9M

45,458

1.1%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$7.8M

103,907

1.1%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$7.5M

132,057

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$7.4M

240,684

1.0%

NOBL PROSHARES TR

S&P 500 DV ARIST

$7.1M

67,060

1.0%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$6.3M

254,748

0.9%

AVGO BROADCOM INC

COM

$5.8M

18,828

0.8%

JPM JPMORGAN CHASE & CO

COM

$5.8M

19,666

0.8%

IWR ISHARES TR

RUS MID CAP ETF

$5.7M

58,751

0.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$5.5M

8,421

0.7%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$4.9M

124,360

0.7%

MDYG SPDR SERIES TRUST

STATE STREET SPD

$4.6M

47,732

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$4.4M

15,449

0.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$4.4M

64,451

0.6%

VB VANGUARD INDEX FDS

SMALL CP ETF

$4.2M

16,211

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

VOO16.4%QQQ5.4%VTV5.1%JQUA4.9%BUFR4.7%JPIB3.5%