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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 105
减持 23
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$6.4M
161,267
+4%
增持
AAPL
APPLE INC
+$2.4M
48,339
+15%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
180,685
+5%
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
+$2.3M
65,394
+4%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.8M
540,665
+8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
1,068,841
+2%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.6M
528,436
+5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.5M
160,613
+9%
增持
VO
VANGUARD INDEX FDS
+$1.3M
55,633
+10%
增持
IUSG
ISHARES TR
+$1.3M
113,470
+5%
增持
MOAT
VANECK ETF TRUST
+$1.2M
133,918
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
227,824
+4%
减持
GOOGL
ALPHABET INC
+$1.1M
15,920
-0%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$1.1M
303,454
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
127,849
+9%
增持
IXUS
ISHARES TR
+$1.0M
68,721
+18%
增持
VFLO
VICTORY PORTFOLIOS II
+$914.1K
169,400
+10%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$880.6K
195,217
+9%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$864.4K
14,581
增持
VTI
VANGUARD INDEX FDS
+$863.9K
59,151
+2%
增持
FSMD
FIDELITY COVINGTON TRUST
+$848.1K
335,403
+6%
建仓
VLUE
ISHARES TR
+$840.5K
6,147
增持
MU
MICRON TECHNOLOGY INC
+$824.0K
6,571
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$749.2K
67,617
+6%
增持
SRLN
SSGA ACTIVE ETF TR
+$731.9K
282,143
+8%
增持
FNDA
SCHWAB STRATEGIC TR
+$715.7K
502,470
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$688.9K
255,581
+10%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$672.9K
2,537
-69%
清仓
RECS
COLUMBIA ETF TR I
-$665.5K
0
-100%
增持
SPLB
SPDR SERIES TRUST
+$639.1K
631,591
+7%
增持
CLOA
BLACKROCK ETF TRUST II
+$620.6K
264,084
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$556.0K
276,703
+5%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$551.6K
33,896
+34%
增持
SCHE
SCHWAB STRATEGIC TR
+$533.2K
78,642
+28%
增持
USHY
ISHARES TR
+$526.6K
85,343
+21%
增持
DON
WISDOMTREE TR
+$508.4K
204,908
+6%
增持
GOOG
ALPHABET INC
+$506.8K
5,685
+8%
增持
NUGO
NUSHARES ETF TR
+$506.5K
53,427
+30%
清仓
QLD
PROSHARES TR
-$495.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$483.0K
20,488
+6%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$478.1K
70,452
+7%
减持
—
ACCENTURE PLC IRELAND
-$477.1K
2,588
-46%
增持
CORT
CORCEPT THERAPEUTICS INC
-$470.2K
11,094
+8%
增持
FTEC
FIDELITY COVINGTON TRUST
+$463.9K
51,948
+3%
增持
VGT
VANGUARD WORLD FD
+$447.4K
4,059
+16%
增持
ORCL
ORACLE CORP
-$414.4K
5,913
+6%
增持
TSLA
TESLA INC
+$402.1K
8,283
+13%
增持
MS
MORGAN STANLEY
+$391.6K
8,468
+21%
增持
ARTY
ISHARES TR
+$391.4K
32,540
+27%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$379.9K
40,955
+30%
建仓
COF
CAPITAL ONE FINL CORP
+$379.0K
1,564
增持
BAC
BANK AMERICA CORP
+$377.4K
42,923
+12%
减持
CAT
CATERPILLAR INC
+$367.9K
4,380
-2%
减持
MA
MASTERCARD INCORPORATED
-$356.8K
4,410
-13%
增持
FNDE
SCHWAB STRATEGIC TR
+$345.0K
73,387
+15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$340.5K
218,918
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$336.1K
22,980
+34%
增持
MDYG
SPDR SERIES TRUST
+$330.0K
80,643
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$329.0K
20,351
+3%
增持
EMB
ISHARES TR
+$318.3K
19,651
+19%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$314.7K
39,465
+18%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$309.5K
117,543
+13%
建仓
AXP
AMERICAN EXPRESS CO
+$300.8K
813
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$297.2K
112,279
+4%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$291.3K
313,723
+4%
清仓
VB
VANGUARD INDEX FDS
-$291.2K
0
-100%
增持
IJR
ISHARES TR
+$290.1K
23,150
+10%
增持
DGRO
ISHARES TR
+$288.6K
62,839
+5%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$286.5K
4,373
增持
NOBL
PROSHARES TR
+$281.9K
66,614
+3%
增持
CSCO
CISCO SYS INC
+$271.2K
14,390
+18%
减持
OGIG
ALPS ETF TR
-$264.7K
4,979
-46%
增持
IGIB
ISHARES TR
+$262.0K
157,173
+4%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$261.3K
10,228
清仓
SCHM
SCHWAB STRATEGIC TR
-$258.8K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$253.3K
5,007
清仓
WFC
WELLS FARGO CO NEW
-$249.2K
0
-100%
减持
SPYV
SPDR SERIES TRUST
+$249.1K
205,551
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$240.9K
9,147
+4%
建仓
JNJ
JOHNSON & JOHNSON
+$240.8K
1,164
增持
NWG
NATWEST GROUP PLC
+$236.3K
58,058
+5%
清仓
IEMG
ISHARES INC
-$227.6K
0
-100%
清仓
HGTY
HAGERTY INC
-$225.5K
0
-100%
清仓
IJH
ISHARES TR
-$225.0K
0
-100%
增持
CRTC
DBX ETF TR
+$220.9K
21,823
+37%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$220.8K
1,242
增持
DBGI
DIGITAL BRANDS GROUP INC
+$220.3K
44,789
+6%
建仓
—
ASML HOLDING N V
+$213.1K
199
清仓
FISV
FISERV INC
-$212.7K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$206.1K
1,578
+6%
减持
AMAT
APPLIED MATLS INC
+$204.6K
4,892
-5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$201.8K
46,087
+7%
增持
C
CITIGROUP INC
+$191.4K
9,761
+5%
增持
HIMS
HIMS & HERS HEALTH INC
-$190.7K
14,238
+24%
减持
COST
COSTCO WHSL CORP NEW
-$188.5K
1,393
-7%
减持
SLV
ISHARES SILVER TR
+$177.7K
8,149
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$174.0K
50,822
+6%
减持
QHY
WISDOMTREE TR
-$173.0K
87,612
-4%
增持
VPU
VANGUARD WORLD FD
+$165.8K
51,337
+4%
增持
VDE
VANGUARD WORLD FD
+$163.0K
13,353
+11%
增持
NFLX
NETFLIX INC
-$159.0K
15,449
+1052%
增持
AVGO
BROADCOM INC
+$158.5K
5,889
+3%
增持
WMT
WALMART INC
+$155.8K
7,134
+15%
增持
LLY
ELI LILLY & CO
+$152.7K
370
+15%
增持
TQQQ
PROSHARES TR
+$151.8K
9,124
+187%
减持
IVV
ISHARES TR
+$141.5K
32,063
-2%
增持
SPGI
S&P GLOBAL INC
+$132.7K
1,619
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$130.9K
1,745
+49%
增持
MCD
MCDONALDS CORP
+$126.1K
4,623
+9%
减持
AGOX
STARBOARD INVT TR
-$121.8K
34,901
-4%
建仓
ACHV
ACHIEVE LIFE SCIENCES INC
+$120.1K
24,163
增持
MRK
MERCK & CO INC
+$117.4K
4,443
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.9K
3,530
+6%
增持
PRU
PRUDENTIAL FINL INC
+$107.6K
6,289
+8%
增持
T
AT&T INC
-$102.3K
50,767
+5%
增持
DIS
DISNEY WALT CO
+$101.6K
8,641
+12%
增持
—
EXXON MOBIL CORP
+$100.5K
7,871
+5%
减持
ILTB
ISHARES TR
-$99.4K
35,048
-4%
增持
NVS
NOVARTIS AG
+$97.3K
6,879
+4%
减持
AVIG
AMERICAN CENTY ETF TR
-$96.7K
16,788
-12%
增持
IEI
ISHARES TR
+$87.2K
3,724
+25%
增持
SHY
ISHARES TR
+$84.8K
4,866
+27%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$82.8K
29,115
-5%
增持
GE
GE AEROSPACE
+$81.6K
926
+37%
减持
AGGY
WISDOMTREE TR
-$80.7K
19,884
-8%
减持
HDV
ISHARES TR
-$79.4K
20,349
-2%
增持
ABT
ABBOTT LABS
-$79.3K
9,880
+0%
增持
UBER
UBER TECHNOLOGIES INC
-$78.8K
9,235
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$77.7K
1,545
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$72.0K
9,625
+17%
增持
CAH
CARDINAL HEALTH INC
+$72.0K
1,467
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$71.1K
49,159
+3%
增持
AMGN
AMGEN INC
+$71.0K
889
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$68.7K
1,624
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.5K
3,928
+4%
减持
V
VISA INC
-$67.7K
1,773
-12%
减持
UPS
UNITED PARCEL SERVICE INC
-$66.5K
8,466
-22%
增持
EMR
EMERSON ELEC CO
+$65.1K
6,044
+8%
减持
LMT
LOCKHEED MARTIN CORP
-$64.2K
1,981
-3%
增持
—
EATON CORP PLC
-$63.3K
2,192
+8%
增持
NVDA
NVIDIA CORPORATION
+$62.9K
45,450
+1%
增持
HD
HOME DEPOT INC
-$61.1K
4,433
+13%
减持
QQQH
NEOS ETF TRUST
-$58.9K
26,029
-4%
增持
PII
POLARIS INC
+$58.2K
8,585
+3%
增持
TTD
THE TRADE DESK INC
-$58.2K
9,592
+11%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$56.3K
637
+18%
增持
CL
COLGATE PALMOLIVE CO
+$54.8K
9,277
+9%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$54.8K
12,954
+9%
清仓
AMZE
AMAZE HOLDINGS INC
-$54.1K
0
-100%
清仓
—
SENSEONICS HLDGS INC
-$52.3K
0
-100%
