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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 93
减持 30
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$7.0M
121,173
+3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.7M
361,463
+5%
增持
QQQ
INVESCO QQQ TR
+$2.5M
49,496
+4%
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。
增持
SPYG
SPDR SER TR
+$2.4M
109,090
+26%
增持
IVV
ISHARES TR
+$2.3M
17,504
+21%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.9M
613,273
+7%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
83,483
+6%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
51,012
+5%
增持
SPYV
SPDR SER TR
+$1.6M
128,355
+24%
增持
IUSG
ISHARES TR
+$1.4M
76,890
+5%
增持
IWR
ISHARES TR
+$1.4M
58,598
+27%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
262,427
+9%
增持
MDYG
SPDR SER TR
+$1.1M
40,184
+27%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$929.9K
8,096
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$907.9K
0
-100%
增持
IWM
ISHARES TR
+$893.6K
18,369
+24%
清仓
SCHG
SCHWAB STRATEGIC TR
-$811.8K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$804.0K
24,289
+7%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$743.5K
9,268
增持
FNDA
SCHWAB STRATEGIC TR
+$727.5K
147,395
+6%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$715.4K
22,363
增持
VEA
VANGUARD TAX-MANAGED FDS
+$673.4K
139,384
+6%
增持
MOAT
VANECK ETF TRUST
+$667.5K
91,123
+3%
减持
NVDA
NVIDIA CORPORATION
+$662.2K
1,751
-6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$641.0K
225,526
+8%
清仓
IWY
ISHARES TR
-$634.1K
0
-100%
清仓
MTUM
ISHARES TR
-$610.6K
0
-100%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$604.2K
304,879
+8%
增持
USFR
WISDOMTREE TR
+$599.5K
53,090
+29%
增持
DON
WISDOMTREE TR
+$592.4K
105,569
+6%
增持
IGIB
ISHARES TR
+$574.0K
147,908
+9%
增持
SPTS
SPDR SER TR
+$572.3K
88,896
+29%
增持
SLYG
SPDR SER TR
+$571.9K
25,015
+30%
建仓
MGC
VANGUARD WORLD FD
+$539.7K
2,888
减持
JPM
JPMORGAN CHASE & CO
+$533.0K
18,199
-1%
增持
NOBL
PROSHARES TR
+$530.4K
39,152
+8%
增持
IEI
ISHARES TR
+$461.3K
19,331
+27%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$454.4K
151,734
+4%
减持
AAPL
APPLE INC
-$419.5K
18,360
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$409.4K
18,140
+26%
增持
QHY
WISDOMTREE TR
+$385.3K
41,771
+26%
增持
—
ETF SER SOLUTIONS
+$355.4K
64,633
+24%
减持
VYM
VANGUARD WHITEHALL FDS
+$338.1K
43,247
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$328.5K
231,642
+3%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$324.4K
163,460
+9%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$320.9K
0
-100%
增持
IJR
ISHARES TR
+$320.9K
33,445
+7%
增持
BIV
VANGUARD BD INDEX FDS
+$320.8K
139,485
+4%
减持
DGRO
ISHARES TR
-$320.0K
24,431
-24%
增持
ILTB
ISHARES TR
+$308.2K
35,659
+24%
减持
USHY
ISHARES TR
-$299.9K
24,016
-26%
清仓
XLU
SELECT SECTOR SPDR TR
-$286.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$280.9K
7,962
-3%
减持
TSLA
TESLA INC
-$270.7K
2,959
-7%
增持
SHYG
ISHARES TR
+$264.0K
77,449
+8%
增持
MSFT
MICROSOFT CORP
+$260.0K
5,506
+1%
增持
AVIG
AMERICAN CENTY ETF TR
+$258.4K
33,565
+25%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$252.9K
0
-100%
增持
LVHD
LEGG MASON ETF INVT
+$243.9K
25,847
+33%
增持
—
INVESTMENT MANAGERS SER TR I
+$243.3K
58,641
+29%
减持
EMB
ISHARES TR
-$241.1K
8,263
-25%
建仓
CEG
CONSTELLATION ENERGY CORP
+$240.5K
1,301
建仓
KO
COCA COLA CO
+$235.4K
3,847
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$232.4K
0
-100%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$230.6K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$224.6K
1,089
建仓
CAG
CONAGRA BRANDS INC
+$223.2K
7,529
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$222.7K
4,033
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$220.6K
7,788
增持
MA
MASTERCARD INCORPORATED
+$219.4K
3,027
+4%
清仓
—
ALTERYX INC
-$218.5K
0
-100%
建仓
SHEL
SHELL PLC
+$217.9K
3,251
建仓
CASY
CASEYS GEN STORES INC
+$207.0K
650
减持
ABBV
ABBVIE INC
+$205.8K
7,904
-1%
增持
AGGY
WISDOMTREE TR
+$205.4K
28,774
+21%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.7K
1,072
增持
HDV
ISHARES TR
+$204.5K
14,377
+6%
建仓
CLX
CLOROX CO DEL
+$203.9K
1,332
建仓
QUAL
ISHARES TR
+$203.3K
1,237
清仓
VNQ
VANGUARD INDEX FDS
-$202.4K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$201.0K
3,468
增持
COST
COSTCO WHSL CORP NEW
+$200.7K
1,769
+7%
减持
BA
BOEING CO
-$194.4K
1,109
-29%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$191.4K
39,766
+1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$188.8K
13,948
+29%
增持
META
META PLATFORMS INC
+$182.6K
1,197
+6%
减持
QYLD
GLOBAL X FDS
-$173.6K
32,767
-25%
增持
CMBS
ISHARES TR
+$172.9K
16,222
+28%
增持
VDE
VANGUARD WORLD FD
+$156.0K
9,704
+1%
增持
PG
PROCTER AND GAMBLE CO
+$155.1K
5,798
+8%
增持
SPSB
SPDR SER TR
+$148.9K
15,653
+47%
减持
GSLC
GOLDMAN SACHS ETF TR
+$145.7K
16,425
-1%
增持
VLO
VALERO ENERGY CORP
+$142.7K
3,435
+1%
增持
SPMB
SPDR SER TR
+$139.9K
32,845
+26%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$138.0K
37,254
+29%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$132.5K
25,302
+28%
增持
SDIV
GLOBAL X FDS
+$132.5K
27,849
+33%
增持
DIS
DISNEY WALT CO
+$124.5K
3,517
+4%
增持
MRK
MERCK & CO INC
+$124.0K
3,907
+9%
增持
BAC
BANK AMERICA CORP
+$123.2K
11,869
+22%
减持
SCHD
SCHWAB STRATEGIC TR
+$120.3K
56,406
-3%
减持
AGG
ISHARES TR
-$117.6K
14,186
-7%
增持
GOOGL
ALPHABET INC
+$113.8K
6,690
+4%
增持
VGT
VANGUARD WORLD FD
+$113.1K
2,118
+3%
减持
TCHP
T ROWE PRICE ETF INC
+$106.0K
42,088
-6%
增持
CAT
CATERPILLAR INC
+$103.8K
1,344
+2%
增持
HGTY
HAGERTY INC
+$103.4K
23,197
+66%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$102.8K
47,880
-1%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$101.9K
36,027
-13%
增持
ORCL
ORACLE CORP
+$99.9K
4,935
+0%
增持
AVGO
BROADCOM INC
+$92.2K
402
+2%
增持
NVS
NOVARTIS AG
+$87.6K
3,263
+45%
增持
CALF
PACER FDS TR
+$84.7K
24,520
+5%
增持
AGOX
STARBOARD INVT TR
+$82.2K
62,008
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.6K
1,744
-5%
增持
LLY
ELI LILLY & CO
+$76.6K
363
+3%
增持
C
CITIGROUP INC
+$75.4K
5,630
+3%
增持
—
EATON CORP PLC
+$68.9K
947
+0%
增持
MCD
MCDONALDS CORP
-$66.7K
5,233
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$64.5K
18,604
-17%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.3K
6,467
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$58.7K
1,413
+15%
增持
CL
COLGATE PALMOLIVE CO
+$57.4K
4,469
+3%
增持
ABT
ABBOTT LABS
+$55.8K
10,910
+1%
增持
IRM
IRON MTN INC DEL
+$54.4K
4,656
+2%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$54.4K
37,824
+3%
减持
IWF
ISHARES TR
+$53.5K
2,705
-4%
增持
PRU
PRUDENTIAL FINL INC
+$51.4K
3,087
+3%
增持
EMR
EMERSON ELEC CO
+$50.3K
2,531
+4%
增持
ANGL
VANECK ETF TRUST
+$49.6K
26,540
+6%
减持
INTC
INTEL CORP
-$48.1K
7,015
-2%
增持
NWG
NATWEST GROUP PLC
+$47.5K
29,530
+8%
增持
MET
METLIFE INC
+$46.5K
4,322
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.8K
7,862
+4%
增持
GIS
GENERAL MLS INC
+$43.3K
3,922
+11%
增持
TMFC
RBB FD INC
+$41.2K
6,636
+3%
减持
AMZN
AMAZON COM INC
+$40.5K
11,007
-14%
增持
CVX
CHEVRON CORP NEW
+$40.5K
2,667
+5%
减持
PFE
PFIZER INC
-$37.1K
8,445
-10%
增持
GOOG
ALPHABET INC
+$36.6K
2,524
+2%
增持
ADSK
AUTODESK INC
+$36.4K
1,706
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$36.2K
9,370
-15%
减持
USIG
ISHARES TR
-$35.4K
4,220
-13%
减持
IXUS
ISHARES TR
+$33.3K
12,853
-1%
增持
F
FORD MTR CO DEL
+$33.1K
21,610
+4%
减持
MGV
VANGUARD WORLD FD
+$30.8K
6,310
-5%
增持
FNDE
SCHWAB STRATEGIC TR
+$28.4K
23,229
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$27.8K
4,190
-10%
增持
CPB
CAMPBELL SOUP CO
+$25.4K
5,147
+9%
增持
WMT
WALMART INC
+$24.4K
3,827
+193%
