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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 83
减持 28
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$7.3M
151,177
+36%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$7.2M
164,988
减持
IWM
ISHARES TR
-$5.2M
25,728
-45%
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
IJR
ISHARES TR
-$4.0M
23,686
-58%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$3.0M
49,002
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.9M
112,303
+40%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
210,340
+32%
清仓
—
NEOS ETF TRUST
-$2.0M
0
-100%
减持
SPLB
SPDR SER TR
-$1.9M
532,471
-15%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.6M
272,027
+10%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
139,955
+7%
建仓
QQQH
NEOS ETF TRUST
+$1.3M
27,631
清仓
SPMB
SPDR SER TR
-$1.3M
0
-100%
增持
ABBV
ABBVIE INC
+$1.2M
13,133
+49%
增持
VPU
VANGUARD WORLD FD
+$1.2M
36,437
+18%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
1,041,422
+7%
增持
SPYG
SPDR SER TR
-$1.2M
160,134
+0%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$994.3K
456,686
+5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$990.0K
56,802
+52%
增持
QQQ
INVESCO QQQ TR
-$871.2K
60,211
+6%
增持
VO
VANGUARD INDEX FDS
+$842.2K
42,490
+11%
减持
IWR
ISHARES TR
-$841.1K
92,050
-6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$835.7K
284,663
+5%
减持
AVUV
AMERICAN CENTY ETF TR
-$804.2K
25,943
-18%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$758.9K
162,234
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$740.8K
196,454
+2%
增持
TSLA
TESLA INC
-$725.9K
7,086
+12%
增持
ABT
ABBOTT LABS
+$718.8K
13,901
+40%
减持
TCHP
T ROWE PRICE ETF INC
-$701.5K
13,868
-53%
增持
CVX
CHEVRON CORP NEW
+$691.8K
8,444
+70%
增持
AAPL
APPLE INC
+$654.6K
29,763
+25%
建仓
CCI
CROWN CASTLE INC
+$649.5K
6,231
清仓
IRM
IRON MTN INC DEL
-$615.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$591.2K
0
-100%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$565.5K
174,951
+5%
增持
MOAT
VANECK ETF TRUST
+$564.1K
117,569
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$562.3K
56,578
+7%
清仓
BIV
VANGUARD BD INDEX FDS
-$559.7K
0
-100%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$546.7K
4,786
减持
AVGO
BROADCOM INC
-$542.4K
4,706
-18%
减持
SLYG
SPDR SER TR
-$539.9K
47,495
-4%
增持
IVV
ISHARES TR
-$535.8K
30,570
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$531.8K
6,897
-8%
增持
VFLO
VICTORY PORTFOLIOS II
+$501.2K
118,943
+13%
增持
—
EXXON MOBIL CORP
+$490.4K
7,901
+89%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$484.3K
44,870
-10%
减持
IGIB
ISHARES TR
-$475.4K
198,990
-6%
增持
SCHE
SCHWAB STRATEGIC TR
+$446.7K
38,867
+66%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$428.1K
61,363
-10%
清仓
DHS
WISDOMTREE TR
-$419.8K
0
-100%
建仓
PFE
PFIZER INC
+$415.8K
16,409
增持
SRLN
SSGA ACTIVE ETF TR
+$414.5K
248,228
+6%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$408.1K
16,997
+98%
减持
IWF
ISHARES TR
-$403.1K
1,720
-33%
建仓
MMM
3M CO
+$395.4K
2,692
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$394.1K
0
-100%
清仓
IYZ
ISHARES TR
-$393.8K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$382.9K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$359.7K
58,684
+13%
增持
FNDA
SCHWAB STRATEGIC TR
-$342.4K
442,411
+5%
增持
SPYV
SPDR SER TR
+$340.8K
205,908
+3%
增持
IXUS
ISHARES TR
+$339.8K
33,335
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.5K
2,786
+9%
减持
GSLC
GOLDMAN SACHS ETF TR
-$319.7K
10,495
-18%
增持
COST
COSTCO WHSL CORP NEW
+$315.5K
911
+53%
增持
MDYG
SPDR SER TR
-$310.5K
73,633
+4%
增持
USHY
ISHARES TR
+$299.7K
76,004
+12%
减持
AGOX
STARBOARD INVT TR
-$293.9K
39,521
-15%
建仓
—
MEDTRONIC PLC
+$287.1K
3,195
清仓
BLMN
BLOOMIN BRANDS INC
-$286.4K
0
-100%
增持
NUGO
NUSHARES ETF TR
+$285.3K
31,598
+61%
建仓
BA
BOEING CO
+$278.0K
1,630
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$272.2K
5,537
增持
JPM
JPMORGAN CHASE & CO.
+$268.7K
18,887
+4%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$259.4K
14,242
+55%
建仓
—
HESS CORP
+$259.1K
1,622
清仓
CRM
SALESFORCE INC
-$253.1K
0
-100%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$251.1K
64,969
-23%
清仓
TQQQ
PROSHARES TR
-$248.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$243.8K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$243.1K
0
-100%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$242.9K
54,322
-18%
建仓
SHEL
SHELL PLC
+$242.0K
3,303
建仓
AMGN
AMGEN INC
+$239.4K
769
增持
IUSG
ISHARES TR
-$237.4K
102,824
+8%
增持
NOBL
PROSHARES TR
+$236.5K
57,369
+2%
建仓
COCO
VITA COCO CO INC
+$231.4K
7,549
清仓
ABNB
AIRBNB INC
-$229.1K
0
-100%
清仓
GWW
GRAINGER W W INC
-$226.6K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$224.5K
1,157
清仓
CLX
CLOROX CO DEL
-$219.1K
0
-100%
增持
HD
HOME DEPOT INC
+$218.1K
2,484
+40%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$217.1K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$216.8K
2,211
建仓
O
REALTY INCOME CORP
+$216.7K
3,735
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$216.5K
18,828
+76%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$216.4K
1,254
建仓
LOW
LOWES COS INC
+$205.8K
882
建仓
KO
COCA COLA CO
+$205.6K
2,870
减持
QYLD
GLOBAL X FDS
-$200.9K
50,141
-12%
建仓
CAH
CARDINAL HEALTH INC
+$200.2K
1,453
增持
MA
MASTERCARD INCORPORATED
+$194.6K
5,452
+3%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$190.4K
45,725
-23%
增持
MO
ALTRIA GROUP INC
+$187.5K
8,540
+37%
增持
BAC
BANK AMERICA CORP
+$180.8K
24,093
+28%
减持
CMBS
ISHARES TR
-$180.4K
21,420
-16%
减持
VUG
VANGUARD INDEX FDS
-$178.1K
960
-26%
减持
T
AT&T INC
+$173.1K
33,544
-2%
增持
VGT
VANGUARD WORLD FD
+$170.9K
3,102
+28%
增持
SPSB
SPDR SER TR
+$169.0K
22,651
+32%
增持
ARTY
ISHARES TR
+$168.9K
17,086
+72%
增持
MSFT
MICROSOFT CORP
+$168.7K
9,194
+18%
增持
NVDA
NVIDIA CORPORATION
-$164.4K
29,725
+18%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$156.7K
67,733
+10%
增持
UPS
UNITED PARCEL SERVICE INC
-$155.4K
9,654
+0%
减持
ILTB
ISHARES TR
-$152.3K
32,434
-11%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$148.8K
10,939
+28%
增持
ISTB
ISHARES TR
+$147.5K
61,294
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$146.8K
837
+63%
减持
—
ACCENTURE PLC IRELAND
-$145.6K
3,045
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$141.2K
4,972
+36%
增持
SHYG
ISHARES TR
+$138.0K
69,946
+5%
增持
CALF
PACER FDS TR
-$135.5K
22,016
+1%
增持
GD
GENERAL DYNAMICS CORP
+$132.3K
1,249
+58%
减持
VDE
VANGUARD WORLD FD
-$130.2K
10,218
-15%
增持
CPB
THE CAMPBELLS COMPANY
+$129.3K
13,322
+39%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$129.3K
1,272
+44%
减持
EMB
ISHARES TR
-$126.0K
12,484
-12%
增持
ORCL
ORACLE CORP
-$125.7K
5,623
+3%
增持
NFLX
NETFLIX INC
+$120.4K
910
+11%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$119.7K
77,522
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$119.1K
13,095
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$115.3K
1,022
+43%
增持
SPGI
S&P GLOBAL INC
+$114.4K
775
+38%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$112.1K
443,928
+1%
增持
CAT
CATERPILLAR INC
+$107.8K
2,573
+26%
增持
PG
PROCTER AND GAMBLE CO
+$106.9K
7,814
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$106.1K
293,626
+1%
增持
VTI
VANGUARD INDEX FDS
-$105.0K
59,475
+5%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$98.7K
23,998
+22%
增持
DON
WISDOMTREE TR
+$98.4K
167,021
+4%
增持
AMZN
AMAZON COM INC
-$95.6K
16,235
+12%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$91.8K
6,184
-24%
增持
V
VISA INC
+$82.9K
1,459
+8%
增持
AMAT
APPLIED MATLS INC
+$79.3K
2,574
+42%
增持
AGGY
WISDOMTREE TR
+$77.3K
52,374
+2%
增持
GOOGL
ALPHABET INC
+$75.6K
11,368
+28%
增持
META
META PLATFORMS INC
+$75.5K
2,208
+8%
增持
DIS
DISNEY WALT CO
+$74.7K
4,953
+33%
减持
NWG
NATWEST GROUP PLC
+$74.1K
42,583
-0%
