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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
$733.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 24
增持 75
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$12.9M
291,895
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$10.3M
223,582
+1187%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$9.6M
383,636
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
AGG
ISHARES TR
-$7.3M
67,517
-52%
减持
MTUM
ISHARES TR
-$7.2M
1,585
-97%
建仓
BIV
VANGUARD BD INDEX FDS
+$7.0M
92,899
清仓
CWI
SPDR INDEX SHS FDS
-$6.0M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$5.9M
0
-100%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$5.8M
0
-100%
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$5.7M
228,811
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.6M
154,178
-32%
减持
STIP
ISHARES TR
-$5.4M
22,278
-71%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
108,855
减持
USMV
ISHARES TR
-$4.0M
22,784
-71%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$4.0M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
71,991
+37%
减持
ISTB
ISHARES TR
-$2.7M
75,570
-43%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.7M
89,535
+39%
减持
VOO
VANGUARD INDEX FDS
+$2.4M
112,633
-3%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.2M
166,712
+44%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
48,853
+129%
减持
QQQ
INVESCO QQQ TR
+$1.9M
51,785
-4%
减持
IXUS
ISHARES TR
-$1.7M
11,217
-72%
增持
IVV
ISHARES TR
+$1.5M
11,074
+32%
建仓
AGOX
STARBOARD INVT TR
+$1.5M
63,102
建仓
TCHP
T ROWE PRICE ETF INC
+$1.4M
49,679
增持
MOAT
VANECK ETF TRUST
+$1.2M
85,212
+13%
增持
NOBL
PROSHARES TR
+$1.2M
34,326
+53%
增持
SPYG
SPDR SER TR
+$1.1M
65,062
+25%
增持
SPYV
SPDR SER TR
+$1.1M
84,910
+33%
建仓
CALF
PACER FDS TR
+$1.0M
24,667
减持
XLU
SELECT SECTOR SPDR TR
-$971.3K
127,618
-7%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$919.5K
0
-100%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$887.4K
229,846
+11%
建仓
VGT
VANGUARD WORLD FDS
+$872.4K
1,973
增持
AAPL
APPLE INC
+$829.6K
18,207
+11%
增持
USHY
ISHARES TR
+$816.2K
45,968
+103%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$768.0K
40,808
+50%
增持
SHYG
ISHARES TR
+$759.9K
68,880
+37%
清仓
FALN
ISHARES TR
-$685.1K
0
-100%
增持
IUSG
ISHARES TR
+$679.3K
66,900
+1%
增持
IWR
ISHARES TR
+$675.6K
30,275
+38%
减持
ANGL
VANECK ETF TRUST
-$656.9K
23,786
-49%
增持
DON
WISDOMTREE TR
+$646.4K
52,757
+38%
增持
HDV
ISHARES TR
+$628.7K
17,598
+56%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$628.0K
118,157
+43%
建仓
HYLB
DBX ETF TR
+$618.0K
17,913
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$581.1K
0
-100%
减持
EMB
ISHARES TR
-$568.5K
9,637
-41%
增持
JPM
JPMORGAN CHASE & CO
+$543.1K
18,541
+12%
增持
TSLA
TESLA INC
+$540.8K
3,674
+81%
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$530.7K
23,851
增持
NVDA
NVIDIA CORPORATION
+$529.9K
2,912
+15%
增持
—
ETF SER SOLUTIONS
+$517.8K
39,360
+134%
清仓
SCHF
SCHWAB STRATEGIC TR
-$476.4K
0
-100%
增持
—
EXCHANGE LISTED FDS TR
+$465.3K
33,362
+128%
增持
VO
VANGUARD INDEX FDS
+$447.6K
16,674
+9%
建仓
SBUX
STARBUCKS CORP
+$446.7K
4,509
减持
VTI
VANGUARD INDEX FDS
+$426.9K
48,944
-4%
增持
SPTS
SPDR SER TR
+$420.3K
45,316
+50%
增持
IEI
ISHARES TR
+$395.1K
9,501
+60%
增持
USFR
WISDOMTREE TR
+$394.2K
27,371
+40%
增持
MA
MASTERCARD INCORPORATED
+$392.2K
3,360
+31%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$389.2K
25,802
+55%
建仓
CVX
CHEVRON CORP NEW
+$385.2K
2,448
增持
VIGI
VANGUARD WHITEHALL FDS
+$375.9K
17,533
+37%
增持
AMZN
AMAZON COM INC
+$370.0K
13,142
+1%
增持
MCD
MCDONALDS CORP
+$363.1K
4,947
+24%
清仓
UAPR
INNOVATOR ETFS TR
-$349.4K
0
-100%
增持
DGRO
ISHARES TR
+$335.8K
24,474
+32%
建仓
SDIV
GLOBAL X FDS
+$334.3K
14,807
减持
ABBV
ABBVIE INC
-$326.7K
8,012
-9%
增持
LVHD
LEGG MASON ETF INVT
+$316.6K
14,390
+154%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$304.5K
35,000
增持
MSFT
MICROSOFT CORP
+$298.4K
5,693
+0%
增持
VDE
VANGUARD WORLD FDS
+$292.9K
11,583
+30%
建仓
F
FORD MTR CO DEL
+$290.5K
19,203
增持
MGV
VANGUARD WORLD FD
+$279.5K
8,828
+40%
增持
MDYG
SPDR SER TR
+$272.2K
18,795
+20%
增持
IJR
ISHARES TR
+$269.9K
22,929
+10%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$267.4K
14,259
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$264.9K
20,287
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$248.2K
1,732
+56%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$241.1K
16,359
+45%
增持
IWM
ISHARES TR
+$240.7K
10,558
+8%
建仓
QLD
PROSHARES TR
+$232.3K
3,608
建仓
SPGI
S&P GLOBAL INC
+$227.3K
567
增持
AVUV
AMERICAN CENTY ETF TR
+$225.6K
10,316
+33%
建仓
—
EATON CORP PLC
+$223.0K
1,109
增持
SLYG
SPDR SER TR
+$219.5K
11,850
+26%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$218.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$214.9K
0
-100%
清仓
IEMG
ISHARES INC
-$212.6K
0
-100%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$210.8K
4,520
-36%
增持
QYLD
GLOBAL X FDS
+$204.5K
37,383
+40%
清仓
D
DOMINION ENERGY INC
-$204.5K
0
-100%
建仓
SHEL
SHELL PLC
+$202.0K
3,345
增持
PFFD
GLOBAL X FDS
+$201.9K
38,645
+40%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$190.5K
13,416
-39%
增持
META
META PLATFORMS INC
+$189.2K
1,620
+25%
建仓
—
ALTERYX INC
+$187.9K
225,000
减持
—
INVESCO EXCH TRD SLF IDX FD
-$182.8K
11,291
-42%
减持
PEP
PEPSICO INC
-$171.2K
7,975
-12%
增持
ILTB
ISHARES TR
+$166.3K
16,893
+26%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$160.6K
10,162
-41%
增持
MGK
VANGUARD WORLD FD
+$155.5K
4,563
+2%
增持
QHY
WISDOMTREE TR
+$153.7K
18,297
+25%
建仓
NWG
NATWEST GROUP PLC
+$144.3K
23,581
减持
SPY
SPDR S&P 500 ETF TR
+$137.8K
10,836
-5%
增持
AVIG
AMERICAN CENTY ETF TR
+$133.2K
13,931
+33%
增持
AVGO
BROADCOM INC
+$128.6K
490
+6%
增持
ORCL
ORACLE CORP
+$117.2K
4,118
+3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$115.6K
11,492
-30%
减持
UPS
UNITED PARCEL SERVICE INC
-$115.0K
6,635
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$114.2K
19,214
-13%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$113.0K
6,494
+45%
增持
SPMB
SPDR SER TR
+$110.6K
16,552
+46%
增持
AGGY
WISDOMTREE TR
+$104.3K
13,004
+25%
增持
GOOGL
ALPHABET INC
+$101.1K
5,949
+1%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$98.7K
2,881
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$87.8K
37,893
+1%
减持
VLO
VALERO ENERGY CORP
-$84.9K
3,358
-2%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$82.1K
14,925
+2%
增持
GOOG
ALPHABET INC
+$81.5K
2,791
+13%
减持
IAT
ISHARES TR
-$81.3K
7,762
-19%
减持
CPB
CAMPBELL SOUP CO
-$80.1K
4,727
-12%
增持
HON
HONEYWELL INTL INC
+$79.9K
2,129
+12%
减持
ABT
ABBOTT LABS
+$79.4K
10,742
-0%
减持
IWF
ISHARES TR
-$77.8K
2,617
-20%
增持
NFLX
NETFLIX INC
+$76.5K
689
+5%
增持
PRU
PRUDENTIAL FINL INC
+$75.7K
3,354
+26%
减持
TIP
ISHARES TR
-$75.2K
2,696
-19%
增持
ITW
ILLINOIS TOOL WKS INC
+$75.2K
1,117
+33%
增持
T
AT&T INC
+$69.1K
23,197
+48%
减持
COST
COSTCO WHSL CORP NEW
+$67.7K
1,710
-0%
增持
BAC
BANK AMERICA CORP
+$66.5K
9,383
+32%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$65.9K
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$65.6K
6,373
-15%
减持
VNQ
VANGUARD INDEX FDS
-$65.2K
7,641
-10%
减持
USIG
ISHARES TR
-$63.1K
5,358
-18%
增持
MET
METLIFE INC
+$56.0K
4,612
+31%
增持
CMBS
ISHARES TR
+$53.3K
6,018
+25%
增持
C
CITIGROUP INC
+$50.5K
5,733
+26%
减持
OGIG
ALPS ETF TR
+$44.3K
25,719
-5%
增持
CAT
CATERPILLAR INC
+$41.2K
1,050
+11%
增持
EMR
EMERSON ELEC CO
+$39.2K
2,700
+15%
增持
AMAT
APPLIED MATLS INC
+$38.1K
1,702
+1%
减持
GIS
GENERAL MLS INC
-$37.5K
3,203
-3%
减持
CME
CME GROUP INC
-$34.2K
5,031
-0%
增持
IRM
IRON MTN INC DEL
+$31.8K
5,221
+4%
