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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 29
减持 88
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$19.1M
201,197
+25%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$8.3M
59,733
建仓
GLOF
ISHARES TR
+$8.1M
156,366
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。
建仓
SPGM
SPDR INDEX SHS FDS
+$8.1M
107,596
建仓
IOO
ISHARES TR
+$8.1M
67,034
建仓
FPAG
INVESTMENT MANAGERS SER TR I
+$8.1M
222,718
减持
IVV
ISHARES TR
-$7.8M
21,676
-32%
减持
SPYG
SPDR SERIES TRUST
-$7.0M
87,984
-40%
建仓
VB
VANGUARD INDEX FDS
+$4.2M
16,211
减持
SPYV
SPDR SERIES TRUST
-$4.2M
132,057
-36%
增持
AVGO
BROADCOM INC
+$3.8M
18,828
+220%
减持
IWR
ISHARES TR
-$3.4M
58,751
-38%
增持
VTV
VANGUARD INDEX FDS
+$3.3M
192,544
+7%
减持
IXUS
ISHARES TR
-$3.3M
29,561
-57%
建仓
HYGH
ISHARES U S ETF TR
+$3.2M
37,625
建仓
FLRT
PACER FDS TR
+$3.2M
69,506
建仓
PFXF
VANECK ETF TRUST
+$3.2M
179,898
减持
MDYG
SPDR SERIES TRUST
-$2.9M
47,732
-41%
建仓
SPTL
SPDR SERIES TRUST
+$2.6M
97,617
建仓
MBS
ANGEL OAK FUNDS TRUST
+$2.6M
295,555
减持
FTEC
FIDELITY COVINGTON TRUST
-$2.5M
44,288
-15%
减持
IWM
ISHARES TR
-$2.4M
14,053
-42%
增持
AAPL
APPLE INC
+$2.3M
60,670
+26%
增持
VO
VANGUARD INDEX FDS
+$2.2M
64,025
+15%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.2M
580,418
+10%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
327,345
+18%
减持
VIGI
VANGUARD WHITEHALL FDS
-$2.2M
141,661
-12%
增持
CLOA
BLACKROCK ETF TRUST II
+$2.1M
303,923
+15%
减持
DON
WISDOMTREE TR
-$2.1M
161,651
-21%
建仓
SMLF
ISHARES TR
+$2.0M
27,133
减持
SPLB
SPDR SERIES TRUST
-$2.0M
552,122
-13%
增持
IUSG
ISHARES TR
+$2.0M
135,505
+19%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.9M
1,029,244
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
249,586
+10%
减持
VFLO
VICTORY PORTFOLIOS II
-$1.8M
124,360
-27%
减持
SLYG
SPDR SERIES TRUST
-$1.8M
28,140
-41%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.6M
103,907
-19%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.6M
254,748
-19%
减持
MSFT
MICROSOFT CORP
-$1.5M
11,145
-4%
减持
FNDA
SCHWAB STRATEGIC TR
-$1.5M
442,767
-12%
减持
FNDE
SCHWAB STRATEGIC TR
-$1.4M
31,366
-57%
减持
DTH
WISDOMTREE TR
-$1.4M
30,508
-48%
减持
QHY
WISDOMTREE TR
-$1.3M
59,939
-32%
减持
IJR
ISHARES TR
-$1.3M
11,953
-48%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.3M
48,629
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
193,368
-12%
减持
MOAT
VANECK ETF TRUST
-$1.2M
130,566
-3%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.2M
45,046
-35%
增持
FSMD
FIDELITY COVINGTON TRUST
+$1.2M
357,873
+7%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
21,442
减持
VTI
VANGUARD INDEX FDS
-$1.2M
58,208
-2%
减持
AVUV
AMERICAN CENTY ETF TR
-$956.6K
16,129
-40%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$864.4K
0
-100%
清仓
VLUE
ISHARES TR
-$840.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$772.7K
19,666
-3%
清仓
DYNF
BLACKROCK ETF TRUST
-$715.4K
0
-100%
清仓
IWC
ISHARES TR
-$674.3K
0
-100%
增持
TSLA
TESLA INC
-$606.1K
8,393
+1%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$574.8K
538,595
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$565.5K
8,721
-5%
减持
AMZN
AMAZON COM INC
-$554.9K
20,042
-2%
增持
NVDA
NVIDIA CORPORATION
-$548.6K
45,458
+0%
减持
GOOGL
ALPHABET INC
-$540.5K
15,449
-3%
减持
SRLN
SSGA ACTIVE ETF TR
-$529.9K
276,883
-2%
减持
BAC
BANK AMERICA CORP
-$501.8K
38,133
-11%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$493.6K
64,451
-9%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$468.9K
274,094
-10%
建仓
VUSB
VANGUARD BD INDEX FDS
+$451.6K
9,072
减持
MS
MORGAN STANLEY
-$449.1K
6,406
-24%
减持
MA
MASTERCARD INCORPORATED
-$432.3K
4,174
-5%
减持
CVX
CHEVRON CORPORATION
-$431.6K
1,826
-66%
清仓
SHY
ISHARES TR
-$403.0K
0
-100%
减持
META
META PLATFORMS INC
-$397.9K
4,207
-1%
减持
VDE
VANGUARD WORLD FD
-$393.2K
7,444
-44%
减持
VGT
VANGUARD WORLD FD
-$379.9K
3,841
-5%
减持
SCHD
SCHWAB STRATEGIC TR
+$373.6K
240,684
-6%
增持
DBGI
DIGITAL BRANDS GROUP INC
-$360.3K
115,370
+158%
减持
AMAT
APPLIED MATLS INC
+$355.5K
4,719
-4%
减持
CAT
CATERPILLAR INC
+$355.4K
4,043
-8%
减持
NWG
NATWEST GROUP PLC
-$319.1K
46,771
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$310.9K
3,032
-14%
清仓
XLU
SELECT SECTOR SPDR TR
-$308.6K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$295.1K
3,467
+0%
清仓
IGSB
ISHARES TR
-$289.8K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$287.6K
1,300
-18%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$286.5K
0
-100%
清仓
GE
GE AEROSPACE
-$285.2K
0
-100%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$282.9K
191,045
-2%
减持
DIS
DISNEY WALT CO
-$282.7K
7,266
-16%
减持
ILTB
ISHARES TR
-$281.9K
29,807
-15%
减持
NUGO
NUSHARES ETF TR
-$272.1K
51,492
-4%
减持
GOOG
ALPHABET INC
-$266.3K
5,291
-7%
清仓
OGIG
ALPS ETF TR
-$261.8K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$258.6K
1,465
+5%
建仓
SJNK
SPDR SERIES TRUST
+$249.8K
9,998
减持
—
ACCENTURE PLC IRELAND
-$248.2K
2,249
-13%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$247.5K
22,246
-3%
减持
MET
METLIFE INC
-$247.5K
9,044
-20%
清仓
TMFC
RBB FD INC
-$246.1K
0
-100%
减持
C
CITIGROUP INC
-$245.8K
7,877
-19%
清仓
SHEL
SHELL PLC
-$235.3K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$235.0K
1,974
-0%
减持
PG
PROCTER & GAMBLE CO
-$231.7K
8,730
-16%
建仓
FLOT
ISHARES TR
+$223.2K
4,381
减持
HD
HOME DEPOT INC
-$220.8K
3,966
-11%
增持
ORCL
ORACLE CORP
-$220.6K
6,335
+7%
增持
T
AT&T INC
+$218.0K
51,018
+0%
减持
IGIB
ISHARES TR
-$214.5K
155,091
-1%
减持
HDV
ISHARES TR
+$214.4K
19,812
-3%
建仓
PM
PHILIP MORRIS INTL INC
+$213.3K
1,290
建仓
KO
COCA COLA CO
+$211.0K
2,774
建仓
GWW
WW GRAINGER INC
+$209.5K
192
减持
PRU
PRUDENTIAL FINL INC
-$208.5K
5,133
-18%
建仓
BP
BP PLC
+$205.7K
4,376
减持
BA
BOEING CO
-$205.2K
4,815
-10%
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$204.3K
112,072
-5%
增持
ANGL
VANECK ETF TRUST
+$199.5K
20,066
+56%
减持
TQQQ
PROSHARES TR
-$199.1K
6,765
-26%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$192.3K
110,505
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$191.3K
8,409
-10%
增持
WMT
WALMART INC
+$177.9K
7,826
+10%
增持
CEG
CONSTELLATION ENERGY CORP
-$177.1K
3,338
+6%
增持
NOBL
PROSHARES TR
+$176.5K
67,060
+1%
减持
COF
CAPITAL ONE FINL CORP
-$173.0K
1,129
-28%
减持
CCI
CROWN CASTLE INC
-$172.0K
12,018
-7%
减持
AGOX
STARBOARD INVT TR
-$168.1K
31,128
-11%
增持
HIMS
HIMS & HERS HEALTH INC
-$166.4K
14,252
+0%
减持
SPGI
S&P GLOBAL INC
-$163.8K
1,605
-1%
减持
EMR
EMERSON ELEC CO
-$160.1K
4,900
-19%
增持
QQQ
INVESCO QQQ TR
-$158.1K
69,328
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$155.2K
3,148
+2%
减持
PII
POLARIS INC
-$155.1K
7,117
-17%
减持
—
MEDTRONIC PLC
-$152.3K
5,035
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$151.4K
1,974
+0%
减持
CSCO
CISCO SYS INC
-$150.6K
12,346
-14%
减持
USHY
ISHARES TR
-$140.1K
82,826
-3%
减持
DGRO
ISHARES TR
-$139.0K
60,178
-4%
减持
TCHP
T ROWE PRICE ETF INC
-$138.7K
10,623
-13%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$137.0K
45,778
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$136.7K
3,835
-2%
减持
IWF
ISHARES TR
-$135.5K
1,517
-8%
减持
—
EXXON MOBIL CORP
-$135.3K
4,785
-39%
减持
QQQH
NEOS ETF TRUST
-$129.3K
25,057
-4%
减持
ARTY
ISHARES TR
-$125.0K
31,008
-5%
减持
EMB
ISHARES TR
-$124.1K
18,821
-4%
增持
TTD
THE TRADE DESK INC
-$122.0K
10,670
+11%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$119.9K
32,471
-4%
增持
SLV
ISHARES SILVER TR
+$119.0K
9,450
+16%
减持
VPU
VANGUARD WORLD FD
+$118.5K
48,541
-5%
增持
—
SPORTRADAR GROUP AG
-$117.4K
19,324
+4%