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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 90
减持 16
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$12.9M
247,399
减持
BIV
VANGUARD BD INDEX FDS
-$11.4M
7,489
-95%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$7.7M
41,456
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
VOO
VANGUARD INDEX FDS
+$4.4M
130,587
+5%
增持
IVV
ISHARES TR
+$4.1M
30,090
+27%
建仓
VFLO
VICTORY PORTFOLIOS II
+$3.6M
104,903
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.5M
76,557
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.1M
976,660
+10%
增持
SPYG
SPDR SER TR
+$2.6M
159,511
+16%
减持
IEI
ISHARES TR
-$2.5M
2,549
-89%
增持
QQQ
INVESCO QQQ TR
+$2.4M
56,932
+4%
清仓
—
ETF SER SOLUTIONS
-$2.3M
0
-100%
建仓
—
NEOS ETF TRUST
+$2.0M
78,205
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.8M
290,514
+35%
增持
VO
VANGUARD INDEX FDS
+$1.8M
38,415
+21%
增持
IWM
ISHARES TR
+$1.8M
46,683
+20%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.5M
432,945
+5%
增持
SPYV
SPDR SER TR
+$1.5M
198,961
+21%
增持
IWR
ISHARES TR
+$1.5M
98,096
+20%
清仓
SPAB
SPDR SER TR
-$1.4M
0
-100%
增持
MDYG
SPDR SER TR
+$1.4M
70,910
+30%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.4M
419,531
+125%
减持
IGIB
ISHARES TR
-$1.4M
212,121
-7%
增持
IJR
ISHARES TR
+$1.3M
56,329
+26%
增持
IUSG
ISHARES TR
+$1.2M
95,474
+4%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
111,249
+10%
减持
SPTS
SPDR SER TR
-$1.1M
66,559
-36%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
159,700
+17%
增持
SLYG
SPDR SER TR
+$1.1M
49,607
+38%
清仓
AGG
ISHARES TR
-$1.1M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
56,765
+4%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$1.0M
438,845
+10%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$956.0K
166,037
+20%
增持
USHY
ISHARES TR
+$932.3K
67,899
+63%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$912.2K
49,800
+44%
减持
AVIG
AMERICAN CENTY ETF TR
-$887.9K
21,239
-48%
减持
TSLA
TESLA INC
+$836.3K
6,345
-4%
增持
QHY
WISDOMTREE TR
+$802.2K
85,167
+29%
增持
SPLB
SPDR SER TR
+$745.6K
628,071
+15%
增持
AAPL
APPLE INC
+$742.6K
23,786
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$689.6K
154,439
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
-$602.3K
79,991
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$600.0K
31,759
+24%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$568.0K
0
-100%
增持
DON
WISDOMTREE TR
+$564.3K
160,340
+8%
增持
AMZN
AMAZON COM INC
+$563.2K
14,515
+3%
增持
SPMB
SPDR SER TR
+$528.6K
58,260
+81%
增持
AVGO
BROADCOM INC
+$510.9K
5,738
+21%
清仓
MGC
VANGUARD WORLD FD
-$510.0K
0
-100%
清仓
PVAL
PUTNAM ETF TRUST
-$507.2K
0
-100%
增持
NUGO
NUSHARES ETF TR
+$477.6K
19,644
+215%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$472.1K
37,435
+45%
增持
NVDA
NVIDIA CORPORATION
+$451.1K
25,214
+4%
建仓
—
EXXON MOBIL CORP
+$449.3K
4,177
减持
JPM
JPMORGAN CHASE & CO.
+$433.6K
18,207
-2%
增持
VGT
VANGUARD WORLD FD
+$433.2K
2,431
+32%
增持
SRLN
SSGA ACTIVE ETF TR
+$428.6K
234,725
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$427.3K
52,779
+7%
清仓
CAG
CONAGRA BRANDS INC
-$423.9K
0
-100%
建仓
DHS
WISDOMTREE TR
+$419.8K
4,497
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$405.9K
8,589
建仓
IYZ
ISHARES TR
+$393.8K
14,678
建仓
FDVV
FIDELITY COVINGTON TRUST
+$382.9K
7,668
清仓
DOW
DOW INC
-$368.6K
0
-100%
建仓
ARTY
ISHARES TR
+$368.4K
9,939
增持
GOOGL
ALPHABET INC
+$361.4K
8,888
+12%
增持
SCHE
SCHWAB STRATEGIC TR
+$357.9K
23,463
+156%
减持
ILTB
ISHARES TR
-$354.8K
36,464
-9%
清仓
SWK
STANLEY BLACK & DECKER INC
-$350.5K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$337.5K
8,517
+149%
建仓
KMB
KIMBERLY-CLARK CORP
+$331.7K
2,531
建仓
QQQJ
INVESCO EXCH TRADED FD TR II
+$329.7K
10,676
清仓
SHEL
SHELL PLC
-$328.7K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$325.0K
6,216
清仓
F
FORD MTR CO
-$313.9K
0
-100%
建仓
IEFA
ISHARES TR
+$303.4K
4,317
增持
NFLX
NETFLIX INC
+$295.6K
817
+34%
建仓
BLMN
BLOOMIN BRANDS INC
+$286.4K
23,459
减持
CEG
CONSTELLATION ENERGY CORP
-$267.1K
3,408
-14%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$260.6K
9,218
+104%
清仓
FALN
ISHARES TR
-$258.6K
0
-100%
增持
MS
MORGAN STANLEY
+$255.0K
5,896
+26%
建仓
CRM
SALESFORCE INC
+$253.1K
757
清仓
AMGN
AMGEN INC
-$252.9K
0
-100%
建仓
TQQQ
PROSHARES TR
+$248.0K
3,134
增持
GS
GOLDMAN SACHS GROUP INC
+$247.0K
1,370
+26%
增持
NOBL
PROSHARES TR
-$246.8K
56,509
+3%
建仓
SCHF
SCHWAB STRATEGIC TR
+$243.8K
13,176
增持
MA
MASTERCARD INCORPORATED
+$239.6K
5,305
+3%
增持
VUG
VANGUARD INDEX FDS
+$237.6K
1,302
+68%
增持
AGGY
WISDOMTREE TR
+$235.0K
51,195
+17%
建仓
ABNB
AIRBNB INC
+$229.1K
1,744
清仓
KO
COCA COLA CO
-$227.9K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$227.9K
535
建仓
WFC
WELLS FARGO CO NEW
+$226.4K
3,223
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$225.5K
52,007
+8%
增持
SHYG
ISHARES TR
+$221.9K
66,560
+11%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$216.8K
0
-100%
建仓
ALL
ALLSTATE CORP
+$214.2K
1,111
增持
BAC
BANK AMERICA CORP
+$209.9K
18,763
+21%
增持
IXUS
ISHARES TR
+$209.1K
30,047
+23%
清仓
WPC
WP CAREY INC
-$208.4K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$208.0K
789
清仓
INVH
INVITATION HOMES INC
-$207.3K
0
-100%
建仓
FAF
FIRST AMERN FINL CORP
+$203.8K
3,264
增持
META
META PLATFORMS INC
+$203.5K
2,045
+18%
清仓
LOW
LOWES COS INC
-$203.3K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$202.1K
0
-100%
增持
VPU
VANGUARD WORLD FD
+$195.8K
30,892
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$195.1K
193,328
+8%
增持
C
CITIGROUP INC
+$176.1K
8,161
+28%
增持
ABBV
ABBVIE INC
-$166.4K
8,786
+0%
减持
EXC
EXELON CORP
-$163.5K
8,788
-28%
增持
HDV
ISHARES TR
+$163.3K
22,360
+12%
增持
USFR
WISDOMTREE TR
+$162.7K
72,810
+4%
增持
DGRO
ISHARES TR
+$155.7K
46,103
+8%
增持
LMT
LOCKHEED MARTIN CORP
-$147.3K
1,790
+3%
减持
CME
CME GROUP INC
-$141.2K
4,839
-16%
增持
VDE
VANGUARD WORLD FD
+$137.0K
11,999
+11%
增持
NWG
NATWEST GROUP PLC
+$134.1K
42,623
+33%
增持
HD
HOME DEPOT INC
+$126.4K
1,780
+27%
增持
—
EATON CORP PLC
+$125.9K
1,406
+37%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$122.7K
68,388
+7%
增持
EMR
EMERSON ELEC CO
+$122.3K
4,162
+16%
增持
CAT
CATERPILLAR INC
+$121.8K
2,042
+29%
增持
WMT
WALMART INC
+$119.0K
5,377
+18%
增持
CVX
CHEVRON CORP NEW
+$116.0K
4,977
+21%
增持
IWF
ISHARES TR
+$115.7K
2,550
+5%
增持
MSFT
MICROSOFT CORP
+$114.8K
7,788
+6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$110.5K
8,158
-18%
增持
SPY
SPDR S&P 500 ETF TR
+$96.2K
7,491
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$95.4K
9,653
+0%
减持
AGOX
STARBOARD INVT TR
-$92.9K
46,425
-1%
增持
V
VISA INC
+$91.6K
1,355
+11%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$91.2K
61,395
+8%
增持
—
TRANE TECHNOLOGIES PLC
+$90.9K
864
+47%
增持
ISTB
ISHARES TR
+$88.3K
58,951
+5%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$86.4K
2,835
-28%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$85.0K
8,169
+30%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$83.9K
84,829
+12%
增持
CSCO
CISCO SYS INC
+$78.5K
10,561
+3%
增持
T
AT&T INC
+$77.1K
34,059
+7%
增持
IRM
IRON MTN INC DEL
+$74.7K
5,852
+29%
增持
PEP
PEPSICO INC
-$74.1K
5,208
+2%
减持
HON
HONEYWELL INTL INC
-$71.3K
1,677
-23%
增持
GOOG
ALPHABET INC
+$70.7K
2,790
+1%
增持
MET
METLIFE INC
+$70.0K
6,799
+15%
增持
IDVO
AMPLIFY ETF TR
+$69.2K
23,693
+14%
减持
USMV
ISHARES TR
-$66.9K
14,579
-2%
增持
LLY
ELI LILLY & CO
+$64.6K
420
+43%
