Gladstone Institutional Advisory LLC
Bedminster NJ · SEC CIK 0001766530
$31.63亿2026Q2 申报市值
892持仓数
20.4%前十大占比 · 第一大 2.7%
92 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BUFR 加仓+$1,940.32万
GSY 加仓+$568.71万
SPTI 加仓+$500.98万
IVV 加仓+$490.45万
VTI 加仓+$344.66万
2026Q2 卖出最多 按季末市值估算
SPYV 减仓-$527.24万
AEM 清仓-$524.16万
CRWD 减仓-$349.43万
FBND 减仓-$342.08万
AMD 减仓-$294.35万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -25,823 | -100.0% | -$524.16万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -38,758 | -100.0% | -$130.38万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -19,185 | -100.0% | -$101.34万 | 清仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $0 | 0.00% | 0 | -269,900 | -100.0% | -$72.06万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -23,797 | -100.0% | -$61.59万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -6,091 | -100.0% | -$57.33万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -20,353 | -100.0% | -$49.44万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -5,603 | -100.0% | -$42.90万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -486 | -100.0% | -$41.27万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -26,005 | -100.0% | -$37.53万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -9,147 | -100.0% | -$36.34万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,595 | -100.0% | -$33.19万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -68,105 | -100.0% | -$31.60万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -13,885 | -100.0% | -$30.21万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -17,235 | -100.0% | -$29.28万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -4,324 | -100.0% | -$28.11万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -6,103 | -100.0% | -$28.01万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -2,489 | -100.0% | -$27.73万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -22,991 | -100.0% | -$26.67万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -1,751 | -100.0% | -$24.91万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,871 | -100.0% | -$24.45万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,336 | -100.0% | -$23.99万 | 清仓 |
| SYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -3,159 | -100.0% | -$23.82万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -18,071 | -100.0% | -$23.06万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -477 | -100.0% | -$22.57万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,556 | -100.0% | -$21.68万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -688 | -100.0% | -$21.63万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,106 | -100.0% | -$21.61万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,140 | -100.0% | -$21.58万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -90,000 | -100.0% | -$21.33万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -7,050 | -100.0% | -$20.49万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,152 | -100.0% | -$20.02万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | -5,345 | -100.0% | -$20.02万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -10,636 | -100.0% | -$19.45万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$18.81万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -19,581 | -100.0% | -$17.70万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -30,860 | -100.0% | -$15.99万 | 清仓 |
| — | CHERRY HILL MTG INVT CORP | $0 | 0.00% | 0 | -51,810 | -100.0% | -$12.95万 | 清仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -11,558 | -100.0% | -$12.74万 | 清仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $0 | 0.00% | 0 | -10,031 | -100.0% | -$11.61万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -42,075 | -100.0% | -$8.20万 | 清仓 |
| — | GOSSAMER BIO INC | $4,108 | 0.00% | 24,955 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INC | $6,744 | 0.00% | 11,300 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC | $1.50万 | 0.00% | 52,250 | -55,000 | -51.3% | -$1.58万 | 减仓 |
| — | CARDIFF ONCOLOGY INC | $1.69万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | NEW FOUND GOLD CORP | $1.85万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| LAES | SEALSQ CORP | $3.75万 | 0.00% | 11,918 | 11,918 | — | $3.75万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $4.58万 | 0.00% | 17,671 | -54,710 | -75.6% | -$14.17万 | 减仓 |
| NIO | NIO INC | $5.66万 | 0.00% | 11,193 | 0 | 0.0% | — | 不变 |
| — | GREYSTONE HOUSING IMPACT INV | $5.97万 | 0.00% | 10,293 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $7.90万 | 0.00% | 13,670 | 13,670 | — | $7.90万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.27万 | 0.00% | 14,413 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $9.17万 | 0.00% | 11,090 | 0 | 0.0% | — | 不变 |
| — | NUVEEN N Y MUN VALUE FD | $9.33万 | 0.00% | 10,674 | 10,674 | — | $9.33万 | 新建仓 |
| — | PUTNAM ETF TRUST | $9.79万 | 0.00% | 13,200 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $10.07万 | 0.00% | 10,366 | 1 | 0.0% | $10 | 加仓 |
| SMR | NUSCALE PWR CORP | $10.78万 | 0.00% | 10,750 | 10,750 | — | $10.78万 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $11.09万 | 0.00% | 23,900 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $11.36万 | 0.00% | 11,050 | 11,050 | — | $11.36万 | 新建仓 |
| — | CREDIT SUISSE ASSET MGMT | $11.44万 | 0.00% | 46,127 | 46,127 | — | $11.44万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $12.10万 | 0.00% | 11,358 | -6,685 | -37.1% | -$7.12万 | 减仓 |
| — | JOURNEY MED CORP | $14.16万 | 0.00% | 20,000 | -6,571 | -24.7% | -$4.65万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $14.48万 | 0.00% | 14,282 | 70 | 0.5% | $710 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.46万 | 0.01% | 16,780 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $17.26万 | 0.01% | 25,271 | 25,271 | — | $17.26万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $18.15万 | 0.01% | 10,701 | -799 | -6.9% | -$1.36万 | 减仓 |
| — | TIDAL TRUST I | $19.58万 | 0.01% | 10,874 | -66 | -0.6% | -$1,189 | 减仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $20.11万 | 0.01% | 9,730 | 14 | 0.1% | $289 | 加仓 |
| TOL | TOLL BROTHERS INC | $20.27万 | 0.01% | 1,231 | 1,231 | — | $20.27万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $20.34万 | 0.01% | 1,089 | 1,089 | — | $20.34万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $20.42万 | 0.01% | 1,682 | 1,682 | — | $20.42万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $20.54万 | 0.01% | 1,679 | -255 | -13.2% | -$3.12万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $20.57万 | 0.01% | 8,710 | 8,710 | — | $20.57万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $20.66万 | 0.01% | 1,523 | 1,523 | — | $20.66万 | 新建仓 |
| EVRG | EVERGY INC | $20.66万 | 0.01% | 2,391 | 2,391 | — | $20.66万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.01% | 100 | -1 | -1.0% | -$2,073 | 减仓 |
| EWJ | ISHARES INC | $20.93万 | 0.01% | 2,244 | 2,244 | — | $20.93万 | 新建仓 |
| HEEM | ISHARES INC | $21.02万 | 0.01% | 4,699 | 4,699 | — | $21.02万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $21.04万 | 0.01% | 621 | 621 | — | $21.04万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $21.15万 | 0.01% | 4,117 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $21.26万 | 0.01% | 8,330 | 6 | 0.1% | $153 | 加仓 |
| APH | AMPHENOL CORP | $21.28万 | 0.01% | 1,207 | -1,205 | -50.0% | -$21.25万 | 减仓 |
| TRGP | TARGA RES CORP | $21.32万 | 0.01% | 795 | -371 | -31.8% | -$9.95万 | 减仓 |
| WTV | WISDOMTREE TR | $21.36万 | 0.01% | 2,100 | -425 | -16.8% | -$4.32万 | 减仓 |
| WSFS | WSFS FINL CORP | $21.39万 | 0.01% | 2,788 | 2,788 | — | $21.39万 | 新建仓 |
| IFRA | ISHARES TR | $21.45万 | 0.01% | 3,403 | 3,403 | — | $21.45万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.57万 | 0.01% | 4,700 | 0 | 0.0% | — | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.57万 | 0.01% | 2,658 | 12 | 0.5% | $974 | 加仓 |
| — | CAMBRIA ETF TR | $21.58万 | 0.01% | 20,298 | 20 | 0.1% | $213 | 加仓 |
| IJT | ISHARES TR | $21.65万 | 0.01% | 1,212 | -367 | -23.2% | -$6.55万 | 重新持有 |
| — | ISHARES TR | $21.71万 | 0.01% | 4,648 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $21.75万 | 0.01% | 6,993 | -1,198 | -14.6% | -$3.73万 | 重新持有 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $21.78万 | 0.01% | 10,347 | 10,347 | — | $21.78万 | 新建仓 |
| PFFA | ETFIS SER TR I | $21.91万 | 0.01% | 10,649 | -183 | -1.7% | -$3,764 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $21.94万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $21.94万 | 0.01% | 5,927 | -67 | -1.1% | -$2,480 | 减仓 |
| AZO | AUTOZONE INC | $22.05万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $22.10万 | 0.01% | 1,928 | -1,451 | -42.9% | -$16.63万 | 重新持有 |
| GRMN | GARMIN LTD | $22.19万 | 0.01% | 934 | 934 | — | $22.19万 | 新建仓 |
| BBNX | BETA BIONICS INC | $22.25万 | 0.01% | 14,201 | 1 | 0.0% | $16 | 加仓 |