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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 77
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$10.4M
6,793
-97%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$9.6M
208,028
建仓
FNDA
SCHWAB STRATEGIC TR
+$7.7M
138,725
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
XLU
SELECT SECTOR SPDR TR
-$7.5M
4,530
-97%
建仓
IGIB
ISHARES TR
+$7.1M
135,731
增持
VOO
VANGUARD INDEX FDS
+$6.4M
117,393
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.7M
574,629
+48%
减持
AGG
ISHARES TR
-$4.9M
15,184
-78%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.7M
43,844
-53%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.7M
149,421
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.7M
343,407
+16%
增持
BIV
VANGUARD BD INDEX FDS
+$3.3M
133,496
+39%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.0M
58,338
+163%
清仓
STIP
ISHARES TR
-$2.3M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.3M
224,800
+32%
增持
MOAT
VANECK ETF TRUST
+$2.1M
88,659
+24%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.0M
39,525
增持
VTI
VANGUARD INDEX FDS
+$1.8M
48,638
+6%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
78,885
+9%
增持
DON
WISDOMTREE TR
+$1.8M
99,720
+49%
增持
IVV
ISHARES TR
+$1.7M
14,425
+19%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$1.6M
36,670
-72%
增持
SPYG
SPDR SER TR
+$1.5M
86,529
+24%
增持
VO
VANGUARD INDEX FDS
+$1.4M
22,631
+23%
增持
IUSG
ISHARES TR
+$1.3M
73,244
+10%
增持
IWR
ISHARES TR
+$1.3M
45,998
+39%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
清仓
BIL
SPDR SER TR
-$1.2M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
131,932
+12%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$1.1M
281,920
+18%
增持
IJR
ISHARES TR
+$1.0M
31,182
+24%
增持
IWM
ISHARES TR
+$996.9K
14,794
+33%
减持
QQQ
INVESCO QQQ TR
+$993.7K
47,526
-8%
增持
SPYV
SPDR SER TR
+$982.5K
103,264
+11%
清仓
PFFD
GLOBAL X FDS
-$975.0K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$952.0K
0
-100%
减持
HDV
ISHARES TR
-$913.0K
13,531
-42%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$869.7K
0
-100%
增持
MDYG
SPDR SER TR
+$843.0K
31,699
+41%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$745.4K
7,147
-78%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$678.1K
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$669.2K
22,425
增持
SLYG
SPDR SER TR
+$659.2K
19,254
+48%
建仓
IWY
ISHARES TR
+$634.1K
3,619
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$627.9K
2,409
+188%
建仓
MTUM
ISHARES TR
+$610.6K
3,892
增持
SCHD
SCHWAB STRATEGIC TR
+$594.8K
58,160
+7%
增持
SPTS
SPDR SER TR
+$572.0K
68,799
+39%
增持
IEI
ISHARES TR
+$552.8K
15,175
+40%
增持
USFR
WISDOMTREE TR
+$546.5K
41,210
+36%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$491.5K
240,238
+4%
减持
ISTB
ISHARES TR
-$477.4K
64,320
-16%
增持
JPM
JPMORGAN CHASE & CO
+$477.3K
18,296
+1%
减持
VNQ
VANGUARD INDEX FDS
-$474.9K
2,291
-74%
增持
QHY
WISDOMTREE TR
+$455.6K
33,187
+36%
减持
VDE
VANGUARD WORLD FDS
-$427.7K
9,567
-22%
增持
AVUV
AMERICAN CENTY ETF TR
+$417.5K
14,370
+28%
增持
ILTB
ISHARES TR
+$416.3K
28,801
+24%
增持
AAPL
APPLE INC
+$410.7K
18,531
+0%
建仓
ADSK
AUTODESK INC
+$407.8K
1,675
增持
MSFT
MICROSOFT CORP
+$403.1K
5,469
+4%
减持
NVDA
NVIDIA CORPORATION
-$395.5K
1,858
-39%
增持
AVIG
AMERICAN CENTY ETF TR
+$381.1K
26,922
+43%
减持
SPY
SPDR S&P 500 ETF TR
-$333.2K
8,171
-17%
增持
AMZN
AMAZON COM INC
+$330.0K
12,800
+1%
增持
AGGY
WISDOMTREE TR
+$328.4K
23,703
+38%
建仓
SPSB
SPDR SER TR
+$317.1K
10,648
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$279.2K
145,743
-5%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$269.8K
0
-100%
增持
MCD
MCDONALDS CORP
+$269.7K
5,201
+8%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$258.0K
824
增持
DGRO
ISHARES TR
+$251.1K
32,300
+8%
建仓
XLK
SELECT SECTOR SPDR TR
+$235.6K
1,224
建仓
ES
EVERSOURCE ENERGY
+$231.8K
3,756
建仓
GIS
GENERAL MLS INC
+$231.1K
3,548
清仓
IAT
ISHARES TR
-$228.2K
0
-100%
增持
SHYG
ISHARES TR
+$219.6K
71,801
+5%
建仓
HD
HOME DEPOT INC
+$219.1K
632
建仓
SUB
ISHARES TR
+$210.6K
1,998
建仓
DOW
DOW INC
+$210.0K
3,830
清仓
SHY
ISHARES TR
-$210.0K
0
-100%
建仓
LLY
ELI LILLY & CO
+$205.8K
353
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$205.7K
10,841
+51%
建仓
CPB
CAMPBELL SOUP CO
+$203.4K
4,704
增持
BA
BOEING CO
+$199.1K
1,567
+43%
减持
MGV
VANGUARD WORLD FD
-$198.9K
6,614
-27%
增持
CMBS
ISHARES TR
+$197.7K
12,634
+45%
增持
SPMB
SPDR SER TR
+$192.1K
25,985
+42%
增持
COST
COSTCO WHSL CORP NEW
+$177.1K
1,659
+2%
减持
NOBL
PROSHARES TR
-$172.8K
36,134
-11%
增持
VGT
VANGUARD WORLD FDS
+$162.8K
2,061
+2%
减持
META
META PLATFORMS INC
-$157.5K
1,127
-39%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$153.9K
48,519
-8%
增持
FNDE
SCHWAB STRATEGIC TR
+$151.3K
22,712
+28%
减持
TSLA
TESLA INC
-$146.9K
3,183
-15%
增持
ABT
ABBOTT LABS
+$144.3K
10,759
+0%
增持
CAT
CATERPILLAR INC
+$124.5K
1,314
+36%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$112.1K
41,519
+10%
减持
SCHG
SCHWAB STRATEGIC TR
-$111.6K
9,786
-23%
增持
CME
CME GROUP INC
+$110.1K
5,306
+5%
建仓
HGTY
HAGERTY INC
+$108.8K
13,950
减持
USHY
ISHARES TR
-$92.9K
32,425
-11%
增持
BAC
BANK AMERICA CORP
+$90.3K
9,708
+12%
减持
CALF
PACER FDS TR
+$90.2K
23,333
-6%
增持
GOOGL
ALPHABET INC
+$87.3K
6,414
+4%
减持
IWF
ISHARES TR
+$86.1K
2,831
-2%
减持
OGIG
ALPS ETF TR
+$80.2K
23,440
-7%
增持
HON
HONEYWELL INTL INC
+$78.7K
2,262
+6%
减持
INTC
INTEL CORP
+$78.0K
7,123
-10%
增持
ORCL
ORACLE CORP
+$77.0K
4,932
+18%
减持
V
VISA INC
-$72.3K
949
-32%
减持
AGOX
STARBOARD INVT TR
+$71.6K
61,925
-2%
增持
ANGL
VANECK ETF TRUST
+$70.2K
25,037
+4%
增持
C
CITIGROUP INC
+$64.7K
5,455
+4%
增持
T
AT&T INC
+$64.4K
23,189
+7%
减持
AVGO
BROADCOM INC
+$63.7K
395
-13%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$57.1K
14,101
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.7K
7,589
+6%
增持
MS
MORGAN STANLEY
+$54.4K
3,300
+6%
增持
ABBV
ABBVIE INC
+$51.1K
7,960
+0%
增持
DIS
DISNEY WALT CO
+$49.7K
3,388
+7%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$49.4K
10,968
-17%
增持
SO
SOUTHERN CO
+$45.6K
4,076
+10%
增持
CL
COLGATE PALMOLIVE CO
+$43.5K
4,329
+2%
增持
ITW
ILLINOIS TOOL WKS INC
+$40.6K
1,050
+3%
增持
VLO
VALERO ENERGY CORP
-$38.5K
3,413
+0%
增持
PFE
PFIZER INC
+$36.0K
9,430
+33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.3K
1,839
+3%
减持
IRM
IRON MTN INC DEL
+$32.4K
4,558
-5%
减持
NFLX
NETFLIX INC
-$32.1K
516
-31%
减持
MA
MASTERCARD INCORPORATED
+$31.3K
2,904
-5%
减持
QYLD
GLOBAL X FDS
-$30.2K
43,858
-7%
增持
TXN
TEXAS INSTRS INC
+$29.5K
1,395
+6%
增持
NWG
NATWEST GROUP PLC
+$29.2K
27,229
+28%
减持
EMB
ISHARES TR
-$26.8K
11,027
-10%
增持
GOOG
ALPHABET INC
+$26.4K
2,467
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$25.9K
4,647
-10%
增持
F
FORD MTR CO DEL
+$24.3K
20,829
+13%
减持
CSCO
CISCO SYS INC
-$22.3K
6,814
-0%
减持
PRU
PRUDENTIAL FINL INC
+$21.3K
2,999
-2%
增持
USIG
ISHARES TR
+$20.1K
4,870
+2%
减持
MRK
MERCK & CO INC
+$19.6K
3,591
-1%
减持
—
ETF SER SOLUTIONS
+$18.6K
52,261
-9%
减持
LVHD
LEGG MASON ETF INVT
-$18.5K
19,486
-9%
增持
PG
PROCTER AND GAMBLE CO
+$17.9K
5,362
+2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$17.2K
16,620
-11%
增持
UPS
UNITED PARCEL SERVICE INC
+$16.4K
6,509
+1%
减持
MET
METLIFE INC
+$12.8K
4,141
-0%
减持
PEP
PEPSICO INC
-$12.3K
7,892
-1%
增持
CVX
CHEVRON CORP NEW
-$11.7K
2,549
+10%
