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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 90
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
FLTR
VANECK ETF TRUST
+$12.0M
469,718
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.9M
797,629
+30%
建仓
VPU
VANGUARD WORLD FD
+$3.1M
20,844
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
QQQ
INVESCO QQQ TR
+$2.7M
51,409
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.4M
309,138
+18%
增持
IVV
ISHARES TR
+$2.2M
20,898
+19%
增持
SPYG
SPDR SER TR
+$2.1M
125,726
+15%
建仓
TFLR
T ROWE PRICE ETF INC
+$1.9M
36,120
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.9M
33,353
增持
IUSG
ISHARES TR
+$1.8M
84,682
+10%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.7M
188,716
-16%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.6M
195,695
-16%
清仓
—
INVESTMENT MANAGERS SER TR I
-$1.4M
0
-100%
增持
VRIG
POWERSHARES ACTIVELY MANAGED
+$1.4M
359,874
+18%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
92,580
+11%
增持
AAPL
APPLE INC
+$1.2M
20,846
+14%
增持
AMZN
AMAZON COM INC
+$1.2M
16,471
+50%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.0M
380,024
+5%
清仓
LVHD
LEGG MASON ETF INVT
-$952.2K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$951.0K
68,489
+21%
增持
NVDA
NVIDIA CORPORATION
+$946.7K
20,470
+1069%
增持
FNDA
SCHWAB STRATEGIC TR
+$924.8K
169,896
+15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$911.3K
159,938
+15%
增持
NOBL
PROSHARES TR
+$907.3K
50,741
+30%
增持
MSFT
MICROSOFT CORP
+$873.9K
7,138
+30%
增持
IWM
ISHARES TR
+$866.9K
23,312
+27%
增持
—
ETF SER SOLUTIONS
+$841.5K
93,911
+45%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$815.9K
162,360
+7%
减持
COST
COSTCO WHSL CORP NEW
-$791.7K
593
-66%
增持
DON
WISDOMTREE TR
+$744.6K
126,004
+19%
增持
VO
VANGUARD INDEX FDS
+$702.4K
27,969
+15%
增持
IWR
ISHARES TR
+$699.1K
69,395
+18%
增持
SPTS
SPDR SER TR
+$669.3K
112,234
+26%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$650.3K
191,060
+17%
增持
DGRO
ISHARES TR
+$632.2K
35,596
+46%
建仓
IDVO
AMPLIFY ETF TR
+$602.5K
19,818
增持
HDV
ISHARES TR
+$587.1K
19,978
+39%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$572.6K
58,979
+23%
增持
IXUS
ISHARES TR
+$560.1K
21,201
+65%
增持
SPYV
SPDR SER TR
+$553.8K
143,298
+12%
增持
FNDE
SCHWAB STRATEGIC TR
+$548.3K
40,349
+74%
增持
IJR
ISHARES TR
+$547.0K
39,783
+19%
清仓
MGC
VANGUARD WORLD FD
-$539.7K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$534.5K
3,870
+197%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$533.2K
34,478
+85%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$503.8K
74,823
+101%
减持
BIV
VANGUARD BD INDEX FDS
-$494.8K
133,828
-4%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$482.1K
11,360
增持
QHY
WISDOMTREE TR
+$480.6K
53,213
+27%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$479.1K
51,419
+103%
增持
SLYG
SPDR SER TR
+$474.7K
30,943
+24%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$448.7K
61,727
+63%
建仓
GS
GOLDMAN SACHS GROUP INC
+$442.7K
979
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$441.8K
8,317
-63%
增持
MDYG
SPDR SER TR
+$417.6K
46,696
+16%
建仓
EXC
EXELON CORP
+$411.2K
11,882
增持
VTI
VANGUARD INDEX FDS
+$405.1K
51,075
+0%
建仓
UNH
UNITEDHEALTH GROUP INC
+$386.3K
759
增持
USFR
WISDOMTREE TR
+$376.0K
60,542
+14%
减持
AGG
ISHARES TR
-$375.4K
10,446
-26%
增持
UPS
UNITED PARCEL SERVICE INC
+$356.6K
9,629
+49%
减持
ILTB
ISHARES TR
-$339.7K
29,829
-16%
增持
AGGY
WISDOMTREE TR
+$334.7K
36,860
+28%
增持
GOOGL
ALPHABET INC
+$333.9K
7,376
+10%
增持
SDIV
GLOBAL X FDS
+$313.9K
41,637
+50%
减持
ANGL
VANECK ETF TRUST
-$311.9K
16,194
-39%
建仓
BP
BP PLC
+$310.9K
8,611
建仓
VUG
VANGUARD INDEX FDS
+$309.1K
826
增持
ISTB
ISHARES TR
+$303.6K
70,546
+10%
建仓
SBUX
STARBUCKS CORP
+$303.3K
3,896
增持
AVUV
AMERICAN CENTY ETF TR
+$291.3K
22,193
+22%
增持
IGIB
ISHARES TR
+$286.7K
154,482
+4%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$285.6K
17,127
+120%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$280.5K
47,449
+32%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$276.4K
1,704
增持
USHY
ISHARES TR
+$275.7K
31,821
+32%
清仓
GIS
GENERAL MLS INC
-$274.4K
0
-100%
建仓
FALN
ISHARES TR
+$268.2K
10,242
增持
META
META PLATFORMS INC
+$267.1K
1,683
+41%
增持
SPY
SPDR S&P 500 ETF TR
+$261.2K
8,133
+2%
减持
CALF
PACER FDS TR
-$257.7K
21,756
-11%
清仓
ES
EVERSOURCE ENERGY
-$253.6K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$247.1K
9,305
建仓
FISV
FISERV INC
+$245.9K
1,650
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$243.3K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$234.4K
5,124
清仓
PFE
PFIZER INC
-$234.3K
0
-100%
增持
EMB
ISHARES TR
+$227.7K
10,947
+32%
建仓
MU
MICRON TECHNOLOGY INC
+$226.4K
1,721
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$218.8K
571
建仓
—
LISTED FD TR
+$218.3K
8,782
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$217.2K
19,127
+37%
建仓
CVS
CVS HEALTH CORP
+$216.5K
3,665
清仓
USIG
ISHARES TR
-$214.2K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$213.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$203.9K
0
-100%
清仓
QUAL
ISHARES TR
-$203.3K
0
-100%
建仓
NUGO
NUSHARES ETF TR
+$202.4K
6,295
建仓
RTX
RTX CORPORATION
+$200.3K
1,995
减持
GSLC
GOLDMAN SACHS ETF TR
-$197.3K
14,095
-14%
增持
CMBS
ISHARES TR
+$187.1K
20,258
+25%
增持
QYLD
GLOBAL X FDS
+$183.9K
43,617
+33%
增持
AVGO
BROADCOM INC
+$181.8K
445
+11%
减持
TCHP
T ROWE PRICE ETF INC
-$173.0K
33,902
-19%
减持
OGIG
ALPS ETF TR
-$169.7K
17,426
-22%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$161.3K
43,745
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$159.7K
45,465
+5%
增持
HD
HOME DEPOT INC
+$155.4K
1,157
+83%
增持
CVX
CHEVRON CORP NEW
+$147.8K
3,635
+36%
减持
ADSK
AUTODESK INC
-$141.6K
1,223
-28%
增持
TSLA
TESLA INC
+$138.7K
3,330
+13%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$135.8K
14,057
-0%
增持
T
AT&T INC
+$128.6K
28,080
+21%
增持
LLY
ELI LILLY & CO
+$125.9K
451
+24%
减持
AGOX
STARBOARD INVT TR
-$125.7K
52,501
-15%
减持
SPMB
SPDR SER TR
-$120.7K
27,477
-16%
增持
SCHD
SCHWAB STRATEGIC TR
+$118.5K
60,012
+6%
增持
GOOG
ALPHABET INC
+$117.3K
2,735
+8%
减持
SHYG
ISHARES TR
-$115.9K
75,344
-3%
减持
PEP
PEPSICO INC
-$113.5K
7,525
-3%
增持
NFLX
NETFLIX INC
+$104.0K
522
+28%
增持
PG
PROCTER AND GAMBLE CO
+$102.5K
6,326
+9%
增持
ORCL
ORACLE CORP
+$100.1K
5,098
+3%
增持
VDE
VANGUARD WORLD FD
+$98.2K
10,788
+11%
增持
SO
SOUTHERN CO
+$95.6K
5,200
+21%
增持
NVS
NOVARTIS AG
+$92.5K
3,834
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$90.1K
10,184
+30%
增持
MA
MASTERCARD INCORPORATED
-$89.4K
3,102
+2%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$89.1K
9,520
+3%
增持
ABT
ABBOTT LABS
-$89.0K
11,078
+2%
增持
MCD
MCDONALDS CORP
-$86.9K
5,448
+4%
减持
CAT
CATERPILLAR INC
-$81.0K
1,235
-8%
增持
SHEL
SHELL PLC
+$77.6K
4,094
+26%
增持
ABBV
ABBVIE INC
+$77.0K
8,841
+12%
增持
MS
MORGAN STANLEY
+$72.9K
4,136
+18%
减持
VGT
VANGUARD WORLD FD
+$72.6K
2,052
-3%
增持
TXN
TEXAS INSTRS INC
+$67.9K
1,690
+13%
增持
CL
COLGATE PALMOLIVE CO
+$65.7K
4,824
+8%
增持
—
ACCENTURE PLC IRELAND
+$65.4K
3,413
+22%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$64.7K
7,590
-6%
减持
IWF
ISHARES TR
-$64.2K
2,325
-14%
增持
V
VISA INC
+$63.7K
1,247
+32%
增持
CPB
CAMPBELL SOUP CO
+$62.9K
6,455
+25%
减持
TMFC
RBB FD INC
-$62.6K
4,954
-25%
增持
AVIG
AMERICAN CENTY ETF TR
+$62.1K
35,474
+6%
减持
VOO
VANGUARD INDEX FDS
-$60.6K
116,344
-4%
增持
DIS
DISNEY WALT CO
-$59.3K
3,737
+6%
增持
F
FORD MTR CO DEL
+$56.6K
27,401
+27%
减持
MGV
VANGUARD WORLD FD
-$55.9K
5,892
-7%
减持
VLO
VALERO ENERGY CORP
-$53.0K
3,403
-1%
