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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 76
减持 45
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
MOAT
VANECK ETF TRUST
-$1.4M
71,784
-16%
建仓
BIL
SPDR SER TR
+$1.2M
13,146
建仓
—
INVESTMENT MANAGERS SER TR I
+$1.2M
48,795
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。
清仓
MGK
VANGUARD WORLD FD
-$1.1M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
45,749
-7%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.0M
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$1.0M
114,236
+1%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$976.0K
32,370
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$952.0K
11,825
建仓
SCHG
SCHWAB STRATEGIC TR
+$923.4K
12,698
清仓
—
EXCHANGE LISTED FDS TR
-$850.7K
0
-100%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$678.1K
35,338
减持
QQQ
INVESCO QQQ TR
-$661.1K
51,551
-0%
清仓
HYLB
DBX ETF TR
-$618.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$563.5K
52,678
+29%
增持
DON
WISDOMTREE TR
+$523.9K
66,952
+27%
增持
HDV
ISHARES TR
+$519.4K
23,188
+32%
增持
XLU
SELECT SECTOR SPDR TR
-$519.2K
132,906
+4%
清仓
SBUX
STARBUCKS CORP
-$446.7K
0
-100%
清仓
CLX
CLOROX CO DEL
-$417.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$416.4K
9,865
-9%
增持
NOBL
PROSHARES TR
+$376.6K
40,799
+19%
增持
AAPL
APPLE INC
-$374.4K
18,440
+1%
减持
USMV
ISHARES TR
-$372.1K
18,257
-20%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$365.2K
230,682
+3%
减持
USHY
ISHARES TR
-$351.1K
36,634
-20%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$315.5K
37,827
+59%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$304.5K
0
-100%
增持
—
ETF SER SOLUTIONS
+$303.9K
57,175
+45%
增持
IVV
ISHARES TR
+$290.8K
12,171
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$285.2K
54,168
+11%
减持
MSFT
MICROSOFT CORP
-$285.1K
5,237
-8%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$280.0K
836
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$275.3K
239,347
+5%
清仓
CVS
CVS HEALTH CORP
-$273.1K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$270.2K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$266.5K
22,194
+27%
建仓
SWK
STANLEY BLACK & DECKER INC
+$258.1K
3,088
清仓
SCHO
SCHWAB STRATEGIC TR
-$257.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$254.4K
72,323
+0%
清仓
ES
EVERSOURCE ENERGY
-$246.7K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$246.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$245.7K
0
-100%
增持
QHY
WISDOMTREE TR
+$243.9K
24,351
+33%
增持
VDE
VANGUARD WORLD FDS
+$242.1K
12,228
+6%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$232.4K
0
-100%
清仓
MTUM
ISHARES TR
-$228.6K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$227.3K
0
-100%
增持
DGRO
ISHARES TR
+$226.2K
30,029
+23%
增持
PFFD
GLOBAL X FDS
+$225.7K
51,834
+34%
清仓
CPB
CAMPBELL SOUP CO
-$216.1K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$214.9K
0
-100%
增持
ILTB
ISHARES TR
+$209.4K
23,238
+38%
增持
MDYG
SPDR SER TR
+$208.9K
22,499
+20%
减持
MCD
MCDONALDS CORP
-$203.8K
4,830
-2%
清仓
SHEL
SHELL PLC
-$202.0K
0
-100%
建仓
WMT
WALMART INC
+$200.6K
1,254
增持
LVHD
LEGG MASON ETF INVT
+$199.2K
21,454
+49%
增持
AGG
ISHARES TR
-$197.5K
68,224
+1%
减持
IUSG
ISHARES TR
-$194.2K
66,834
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$182.3K
6,460
-3%
增持
SRLN
SSGA ACTIVE ETF TR
+$180.2K
170,771
+2%
增持
EMB
ISHARES TR
+$174.8K
12,225
+27%
增持
AVIG
AMERICAN CENTY ETF TR
+$169.0K
18,799
+35%
增持
SPYV
SPDR SER TR
+$164.6K
92,891
+9%
增持
SPYG
SPDR SER TR
+$164.4K
69,734
+7%
增持
VO
VANGUARD INDEX FDS
+$157.1K
18,383
+10%
增持
AGGY
WISDOMTREE TR
+$154.6K
17,224
+32%
增持
IXUS
ISHARES TR
+$147.5K
14,168
+26%
增持
SDIV
GLOBAL X FDS
+$146.8K
21,960
+48%
增持
USFR
WISDOMTREE TR
+$146.6K
30,283
+11%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
-$143.7K
295,387
+1%
增持
STIP
ISHARES TR
+$131.8K
23,793
+7%
减持
ABT
ABBOTT LABS
-$131.1K
10,739
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$130.3K
5,156
-30%
增持
IEI
ISHARES TR
+$129.5K
10,822
+14%
增持
QYLD
GLOBAL X FDS
+$127.1K
47,147
+26%
增持
PEP
PEPSICO INC
-$124.5K
7,983
+0%
增持
SPTS
SPDR SER TR
+$122.0K
49,674
+10%
减持
SHY
ISHARES TR
-$118.8K
2,594
-36%
增持
CMBS
ISHARES TR
+$117.5K
8,735
+45%
减持
MA
MASTERCARD INCORPORATED
-$114.4K
3,049
-9%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$114.2K
13,985
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$112.1K
117,544
+8%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$110.2K
131,372
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$109.7K
153,764
-0%
减持
ABBV
ABBVIE INC
+$103.0K
7,933
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$101.1K
18,714
-3%
减持
AMZN
AMAZON COM INC
-$98.3K
12,704
-3%
增持
GOOGL
ALPHABET INC
+$96.5K
6,179
+4%
增持
FNDE
SCHWAB STRATEGIC TR
+$92.7K
17,737
+28%
增持
META
META PLATFORMS INC
+$91.4K
1,853
+14%
增持
IJR
ISHARES TR
+$90.0K
25,176
+10%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$89.9K
20,673
+45%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$89.8K
18,410
+13%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$88.5K
29,205
+13%
增持
VLO
VALERO ENERGY CORP
+$88.3K
3,403
+1%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$85.0K
3,767
-17%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$85.0K
388,782
+1%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$84.7K
29,428
+45%
增持
IWR
ISHARES TR
+$83.6K
33,135
+9%
增持
NVDA
NVIDIA CORPORATION
+$83.6K
3,024
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$81.0K
1,710
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$72.4K
11,200
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$67.1K
7,141
-11%
增持
BIV
VANGUARD BD INDEX FDS
-$62.8K
95,782
+3%
减持
JPM
JPMORGAN CHASE & CO
-$61.7K
18,169
-2%
减持
F
FORD MTR CO DEL
-$60.9K
18,489
-4%
减持
PG
PROCTER AND GAMBLE CO
-$58.1K
5,264
-3%
增持
IWF
ISHARES TR
+$51.9K
2,903
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$51.4K
92,416
+3%
减持
PFE
PFIZER INC
-$50.3K
7,100
-9%
减持
C
CITIGROUP INC
-$48.1K
5,248
-8%
减持
AVGO
BROADCOM INC
-$48.0K
454
-7%
减持
SO
SOUTHERN CO
-$47.6K
3,712
-9%
增持
ORCL
ORACLE CORP
-$47.5K
4,182
+2%
减持
OGIG
ALPS ETF TR
-$47.4K
25,095
-2%
增持
HON
HONEYWELL INTL INC
-$46.0K
2,142
+1%
减持
T
AT&T INC
-$45.3K
21,616
-7%
减持
ITW
ILLINOIS TOOL WKS INC
-$45.0K
1,018
-9%
减持
CL
COLGATE PALMOLIVE CO
-$44.3K
4,241
-6%
减持
SHYG
ISHARES TR
-$43.3K
68,531
-1%
增持
AGOX
STARBOARD INVT TR
-$43.1K
63,312
+0%
增持
MRK
MERCK & CO INC
-$41.1K
3,612
+1%
减持
TXN
TEXAS INSTRS INC
-$39.4K
1,310
-5%
增持
SLYG
SPDR SER TR
+$39.0K
12,979
+10%
减持
USIG
ISHARES TR
-$38.8K
4,776
-11%
增持
VNQ
VANGUARD INDEX FDS
+$38.8K
8,952
+17%
增持
VGT
VANGUARD WORLD FDS
-$37.6K
2,012
+2%
减持
IAT
ISHARES TR
-$34.5K
6,793
-12%
减持
BAC
BANK AMERICA CORP
-$32.6K
8,641
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$31.9K
1,777
+3%
减持
TIP
ISHARES TR
-$31.8K
2,491
-8%
减持
MS
MORGAN STANLEY
-$28.7K
3,102
-6%
减持
CSCO
CISCO SYS INC
-$28.7K
6,819
-11%
减持
V
VISA INC
-$28.4K
1,389
-5%
增持
CALF
PACER FDS TR
+$26.5K
24,711
+0%
增持
TSLA
TESLA INC
-$23.9K
3,748
+2%
增持
DIS
DISNEY WALT CO
-$22.9K
3,160
+1%
增持
NFLX
NETFLIX INC
-$20.3K
750
+9%
减持
NWG
NATWEST GROUP PLC
-$20.2K
21,287
-10%
减持
TMFC
RBB FD INC
-$20.0K
7,364
-3%
增持
SPMB
SPDR SER TR
+$18.8K
18,337
+11%
减持
GOOG
ALPHABET INC
-$16.3K
2,437
-13%
增持
TCHP
T ROWE PRICE ETF INC
-$15.5K
50,424
+1%
减持
NVS
NOVARTIS AG
-$15.0K
2,179
-7%
增持
BA
BOEING CO
-$13.5K
1,092
+4%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$12.6K
17,880
+1%
增持
ISTB
ISHARES TR
+$11.9K
76,250
+1%
