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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 100
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$21.5M
459,330
+2602%
建仓
CLOA
BLACKROCK ETF TRUST II
+$12.7M
245,747
增持
VOO
VANGUARD INDEX FDS
+$11.8M
145,499
+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。
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$8.1M
0
-100%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$6.3M
154,474
-43%
增持
QQQ
INVESCO QQQ TR
+$6.1M
61,653
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.9M
102,022
+108%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.3M
478,203
+5%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
162,490
+7%
建仓
DTH
WISDOMTREE TR
+$2.8M
60,530
增持
IUSG
ISHARES TR
+$2.7M
103,992
+1%
减持
IGIB
ISHARES TR
-$2.4M
151,139
-24%
减持
SPYG
SPDR SERIES TRUST
+$2.4M
159,160
-1%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$2.4M
221,279
+34%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.4M
50,065
+5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.3M
128,635
+15%
增持
VO
VANGUARD INDEX FDS
+$2.2M
46,558
+10%
增持
IVV
ISHARES TR
+$2.2M
30,861
+1%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.2M
31,489
-59%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
211,290
+8%
减持
FBND
FIDELITY MERRIMACK STR TR
-$2.0M
240,066
-16%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
32,046
+8%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.8M
467,060
+6%
增持
IXUS
ISHARES TR
+$1.8M
52,418
+57%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.7M
139,848
-14%
减持
USFR
WISDOMTREE TR
-$1.6M
41,417
-44%
增持
MOAT
VANECK ETF TRUST
+$1.6M
123,670
+5%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
1,013,599
-3%
增持
MSFT
MICROSOFT CORP
+$1.5M
9,916
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
8,508
+23%
增持
AAPL
APPLE INC
+$1.4M
37,354
+26%
减持
AGGY
WISDOMTREE TR
-$1.3M
21,265
-59%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
19,622
+4%
减持
ABBV
ABBVIE INC
-$1.1M
8,859
-33%
清仓
CMBS
ISHARES TR
-$1.0M
0
-100%
减持
SPTS
SPDR SERIES TRUST
-$1.0M
31,287
-53%
减持
VTI
VANGUARD INDEX FDS
+$975.0K
56,232
-5%
增持
SPYV
SPDR SERIES TRUST
+$956.1K
215,595
+5%
减持
ISTB
ISHARES TR
-$856.9K
43,545
-29%
增持
AMZN
AMAZON COM INC
+$834.9K
17,563
+8%
清仓
QYLD
GLOBAL X FDS
-$833.8K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$791.8K
59,555
+5%
增持
MDYG
SPDR SERIES TRUST
+$771.3K
74,658
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$761.0K
8,882
+245%
增持
DON
WISDOMTREE TR
+$730.8K
174,349
+4%
增持
VFLO
VICTORY PORTFOLIOS II
+$703.2K
133,646
+12%
减持
IWR
ISHARES TR
+$696.3K
90,984
-1%
清仓
SPSB
SPDR SER TR
-$681.8K
0
-100%
增持
GOOGL
ALPHABET INC
+$676.6K
13,561
+19%
增持
AVGO
BROADCOM INC
+$663.0K
5,273
+12%
建仓
DYNF
BLACKROCK ETF TRUST
+$654.0K
11,878
减持
CVX
CHEVRON CORP NEW
-$652.8K
5,122
-39%
减持
SPLB
SPDR SERIES TRUST
-$608.7K
508,205
-5%
减持
USHY
ISHARES TR
-$599.2K
58,838
-23%
增持
META
META PLATFORMS INC
+$596.1K
2,599
+18%
增持
O
REALTY INCOME CORP
+$584.7K
13,893
+272%
增持
BA
BOEING CO
+$557.3K
3,868
+137%
增持
ORCL
ORACLE CORP
+$553.8K
5,646
+0%
清仓
CPB
THE CAMPBELLS COMPANY
-$531.8K
0
-100%
增持
CAT
CATERPILLAR INC
+$516.1K
3,430
+33%
减持
ABT
ABBOTT LABS
-$515.1K
9,884
-29%
增持
NFLX
NETFLIX INC
+$490.2K
1,032
+13%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$486.4K
61,488
+5%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$485.3K
463,093
+4%
增持
BAC
BANK AMERICA CORP
+$484.1K
30,441
+26%
增持
IJR
ISHARES TR
+$470.2K
26,062
+10%
增持
TSLA
TESLA INC
+$455.9K
7,269
+3%
增持
NOBL
PROSHARES TR
+$432.1K
61,155
+7%
建仓
PII
POLARIS INC
+$429.8K
9,254
增持
VPU
VANGUARD WORLD FD
+$414.0K
37,508
+3%
增持
DGRO
ISHARES TR
+$398.6K
48,807
+8%
增持
PEP
PEPSICO INC
+$391.9K
8,723
+66%
增持
GS
GOLDMAN SACHS GROUP INC
+$388.6K
1,531
+16%
减持
CEG
CONSTELLATION ENERGY CORP
+$369.2K
3,406
-1%
减持
IWM
ISHARES TR
+$355.5K
24,601
-4%
增持
MA
MASTERCARD INCORPORATED
+$352.7K
5,869
+8%
增持
FNDE
SCHWAB STRATEGIC TR
+$342.3K
58,239
+11%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$340.2K
1,449
增持
SCHD
SCHWAB STRATEGIC TR
+$334.1K
212,553
+8%
增持
MU
MICRON TECHNOLOGY INC
+$333.7K
5,180
+50%
增持
DIS
DISNEY WALT CO
+$325.2K
6,565
+33%
增持
SCHE
SCHWAB STRATEGIC TR
+$324.5K
45,818
+18%
减持
VGT
VANGUARD WORLD FD
+$322.9K
2,975
-4%
清仓
BP
BP PLC
-$316.5K
0
-100%
增持
MS
MORGAN STANLEY
+$303.4K
7,013
+16%
增持
AMAT
APPLIED MATLS INC
+$300.6K
3,529
+37%
建仓
TQQQ
PROSHARES TR
+$299.1K
3,527
清仓
SQ
BLOCK INC
-$296.8K
0
-100%
增持
ARTY
ISHARES TR
+$295.2K
20,158
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$291.0K
1,267
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$285.2K
26,804
+3%
增持
CCI
CROWN CASTLE INC
+$267.6K
8,910
+43%
清仓
—
HESS CORP
-$259.1K
0
-100%
建仓
IWB
ISHARES TR
+$257.8K
750
增持
C
CITIGROUP INC
+$251.9K
9,956
+12%
增持
HD
HOME DEPOT INC
+$251.7K
3,127
+26%
增持
ALL
ALLSTATE CORP
+$251.3K
2,436
+118%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$250.7K
12,379
+13%
增持
EMR
EMERSON ELEC CO
+$248.0K
5,253
+18%
增持
—
TRANE TECHNOLOGIES PLC
+$239.9K
1,345
+30%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$230.0K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$226.3K
1,177
+41%
增持
PFE
PFIZER INC
+$224.8K
25,241
+54%
建仓
GLD
SPDR GOLD TR
+$223.6K
728
增持
—
EATON CORP PLC
+$220.0K
1,925
+10%
建仓
PULS
PGIM ETF TR
+$218.7K
4,410
增持
NVS
NOVARTIS AG
+$218.7K
6,251
+28%
增持
UBER
UBER TECHNOLOGIES INC
+$216.9K
6,186
+24%
建仓
CLOI
VANECK ETF TRUST
+$214.9K
4,061
建仓
AMD
ADVANCED MICRO DEVICES INC
+$214.6K
1,556
建仓
AXP
AMERICAN EXPRESS CO
+$209.8K
639
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$208.1K
10,267
+129%
清仓
KO
COCA COLA CO
-$205.6K
0
-100%
增持
GOOG
ALPHABET INC
+$202.5K
3,900
+21%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$201.9K
4,613
建仓
GWW
GRAINGER W W INC
+$201.7K
192
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$201.7K
26,494
+9%
减持
SLYG
SPDR SERIES TRUST
+$201.3K
45,591
-4%
增持
GD
GENERAL DYNAMICS CORP
+$197.8K
1,826
+46%
增持
COCO
VITA COCO CO INC
+$197.2K
11,411
+51%
增持
COST
COSTCO WHSL CORP NEW
+$194.5K
1,070
+17%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$193.3K
22,760
+21%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$191.0K
74,809
+10%
增持
V
VISA INC
+$186.9K
1,946
+33%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$185.9K
46,330
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$181.1K
1,843
+45%
增持
SPGI
S&P GLOBAL INC
+$180.8K
1,085
+40%
增持
TXN
TEXAS INSTRS INC
+$178.1K
2,698
+20%
增持
—
MEDTRONIC PLC
+$177.1K
5,252
+64%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$176.2K
64,651
+5%
增持
CSCO
CISCO SYS INC
+$172.8K
11,250
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$160.7K
2,600
+8%
增持
QHY
WISDOMTREE TR
+$152.9K
87,243
+1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$151.4K
60,445
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$149.4K
8,569
+55%
增持
EMB
ISHARES TR
+$133.8K
13,674
+10%
增持
MET
METLIFE INC
+$130.0K
8,577
+23%
增持
SHYG
ISHARES TR
+$129.8K
72,235
+3%
减持
NUGO
NUSHARES ETF TR
+$129.1K
30,115
-5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$124.3K
1,861
+48%
增持
T
AT&T INC
+$123.4K
37,802
+13%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$119.9K
287,618
-2%
减持
AGOX
STARBOARD INVT TR
+$115.5K
36,884
-7%
减持
IWF
ISHARES TR
+$112.6K
1,713
-0%
增持
VUG
VANGUARD INDEX FDS
+$110.4K
1,055
+10%
增持
ITW
ILLINOIS TOOL WKS INC
+$109.4K
1,916
+23%
增持
WMT
WALMART INC
+$103.9K
6,150
+8%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$102.4K
14,823
+4%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$101.9K
10,788
+20%
增持
PRU
PRUDENTIAL FINL INC
+$99.9K
5,061
+25%
