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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | $2,065.22万 | 0.65% | 617,222 | 47,180 | 8.3% | $157.86万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,141.93万 | 0.68% | 312,508 | -7,089 | -2.2% | -$48.59万 | 减仓 |
| AVGO | BROADCOM INC | $2,172.51万 | 0.69% | 57,512 | -559 | -1.0% | -$21.12万 | 减仓 |
| IEFA | ISHARES TR | $2,229.92万 | 0.71% | 230,889 | 6,397 | 2.8% | $61.78万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,250.12万 | 0.71% | 333,055 | 46,690 | 16.3% | $315.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,276.91万 | 0.72% | 773,669 | -5,189 | -0.7% | -$15.27万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $2,303.78万 | 0.73% | 532,297 | 76,664 | 16.8% | $331.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,318.64万 | 0.73% | 97,990 | 3,727 | 4.0% | $88.19万 | 加仓 |
| LLY | ELI LILLY & CO | $2,367.14万 | 0.75% | 19,736 | 1,037 | 5.5% | $124.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,385.83万 | 0.75% | 72,888 | 392 | 0.5% | $12.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,476.27万 | 0.78% | 33,627 | 1,205 | 3.7% | $88.74万 | 加仓 |
| USFR | WISDOMTREE TR | $2,481.47万 | 0.78% | 492,844 | -45,805 | -8.5% | -$230.63万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,587.79万 | 0.82% | 182,380 | 1,009 | 0.6% | $14.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,881.98万 | 0.91% | 95,124 | 1,342 | 1.4% | $40.66万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,916.65万 | 0.92% | 581,585 | 113,401 | 24.2% | $568.71万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $2,918.33万 | 0.92% | 3,598,437 | 285,934 | 8.6% | $231.89万 | 加仓 |
| IJR | ISHARES TR | $3,265.06万 | 1.03% | 220,151 | 2,908 | 1.3% | $43.13万 | 加仓 |
| GOOGL | ALPHABET INC | $3,359.39万 | 1.06% | 94,003 | 1,615 | 1.7% | $57.72万 | 加仓 |
| IJH | ISHARES TR | $3,577.54万 | 1.13% | 463,953 | 28,694 | 6.6% | $221.26万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,591.04万 | 1.14% | 590,728 | -86,731 | -12.8% | -$527.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,832.69万 | 1.21% | 102,748 | 1,906 | 1.9% | $71.10万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,218.76万 | 1.33% | 520,450 | 14,845 | 2.9% | $120.33万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,243.06万 | 1.34% | 356,590 | 10,425 | 3.0% | $124.05万 | 加仓 |
| IVW | ISHARES TR | $4,566.52万 | 1.44% | 332,038 | 9,047 | 2.8% | $124.42万 | 加仓 |
| AMZN | AMAZON COM INC | $4,774.36万 | 1.51% | 200,317 | -3,016 | -1.5% | -$71.88万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $5,116.75万 | 1.62% | 1,802,308 | 176,465 | 10.9% | $500.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,223.55万 | 1.65% | 594,395 | 663 | 0.1% | $5.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,472.92万 | 1.73% | 73,288 | -703 | -1.0% | -$52.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,705.91万 | 2.12% | 97,638 | 2,408 | 2.5% | $165.38万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $7,668.56万 | 2.42% | 2,099,250 | 531,158 | 33.9% | $1,940.32万 | 加仓 |
| AAPL | APPLE INC | $8,211.87万 | 2.60% | 283,794 | 6,955 | 2.5% | $201.25万 | 加仓 |
| IVV | ISHARES TR | $8,313.77万 | 2.63% | 111,015 | 6,549 | 6.3% | $490.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,472.14万 | 2.68% | 423,416 | 7,498 | 1.8% | $150.03万 | 加仓 |