Gladstone Institutional Advisory LLC
Bedminster NJ · SEC CIK 0001766530
$26.99亿2026Q1 申报市值
829持仓数
20.1%前十大占比 · 第一大 2.7%
100 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPTI 加仓+$4,215.81万
SPIB 加仓+$1,531.52万
SPMB 加仓+$1,502.32万
IVV 加仓+$1,323.67万
BIL 加仓+$1,261.68万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$2,538.66万
XLG 减仓-$1,272.41万
TLT 减仓-$819.77万
DSTL 清仓-$752.00万
IBB 减仓-$708.70万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FSLY | FASTLY INC | $20.49万 | 0.01% | 7,050 | -3,000 | -29.9% | -$8.72万 | 减仓 |
| MP | MP MATERIALS CORP | $20.57万 | 0.01% | 4,263 | 1,215 | 39.9% | $5.86万 | 重新持有 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $20.60万 | 0.01% | 12,513 | -2,093 | -14.3% | -$3.45万 | 减仓 |
| ALLY | ALLY FINL INC | $20.60万 | 0.01% | 5,251 | -444 | -7.8% | -$1.74万 | 减仓 |
| HSY | HERSHEY CO | $20.71万 | 0.01% | 996 | -157 | -13.6% | -$3.26万 | 重新持有 |
| FMB | FIRST TR EXCH TRADED FD III | $20.86万 | 0.01% | 4,117 | -4,525 | -52.4% | -$22.92万 | 减仓 |
| MLN | VANECK ETF TRUST | $20.93万 | 0.01% | 12,000 | 12,000 | — | $20.93万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $21.16万 | 0.01% | 5,832 | 5,832 | — | $21.16万 | 新建仓 |
| MINO | PIMCO ETF TR | $21.22万 | 0.01% | 4,698 | -105 | -2.2% | -$4,743 | 减仓 |
| SPAB | SPDR SERIES TRUST | $21.33万 | 0.01% | 8,324 | -2,810 | -25.2% | -$7.20万 | 减仓 |
| — | THEMES ETF TR | $21.33万 | 0.01% | 90,000 | 90,000 | — | $21.33万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.42万 | 0.01% | 2,646 | -496 | -15.8% | -$4.02万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $21.50万 | 0.01% | 3,585 | 3,585 | — | $21.50万 | 新建仓 |
| — | ISHARES TR | $21.53万 | 0.01% | 4,648 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $21.58万 | 0.01% | 6,140 | 6,140 | — | $21.58万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21.61万 | 0.01% | 1,106 | -4,790 | -81.2% | -$93.60万 | 重新持有 |
| COR | CENCORA INC | $21.63万 | 0.01% | 688 | -21 | -3.0% | -$6,601 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $21.68万 | 0.01% | 1,888 | 1,888 | — | $21.68万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.68万 | 0.01% | 3,556 | 3,556 | — | $21.68万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $21.69万 | 0.01% | 8,055 | 32 | 0.4% | $862 | 加仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $21.92万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $22.05万 | 0.01% | 10,832 | 10,832 | — | $22.05万 | 新建仓 |
| USHY | ISHARES TR | $22.08万 | 0.01% | 5,994 | -526 | -8.1% | -$1.94万 | 减仓 |
| BROS | DUTCH BROS INC | $22.11万 | 0.01% | 4,365 | 85 | 2.0% | $4,306 | 加仓 |
| IYK | ISHARES TR | $22.12万 | 0.01% | 3,159 | -1,218 | -27.8% | -$8.53万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $22.19万 | 0.01% | 101 | 1 | 1.0% | $2,197 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $22.22万 | 0.01% | 72,381 | 3,877 | 5.7% | $1.19万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $22.22万 | 0.01% | 2,357 | 62 | 2.7% | $5,845 | 加仓 |
| TLTD | FLEXSHARES TR | $22.33万 | 0.01% | 2,376 | 37 | 1.6% | $3,478 | 加仓 |
| — | ISHARES TR | $22.45万 | 0.01% | 2,599 | 2,599 | — | $22.45万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $22.57万 | 0.01% | 477 | -948 | -66.5% | -$44.86万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $22.71万 | 0.01% | 4,894 | 4,894 | — | $22.71万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $22.78万 | 0.01% | 4,602 | 4,602 | — | $22.78万 | 新建仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $23.03万 | 0.01% | 2,407 | 2,407 | — | $23.03万 | 新建仓 |
| DX | DYNEX CAP INC | $23.06万 | 0.01% | 18,071 | 18,071 | — | $23.06万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $23.10万 | 0.01% | 6,713 | 6,713 | — | $23.10万 | 新建仓 |
| IGM | ISHARES TR | $23.11万 | 0.01% | 1,950 | -10 | -0.5% | -$1,185 | 减仓 |
| MTRN | MATERION CORP | $23.14万 | 0.01% | 1,600 | 1,600 | — | $23.14万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $23.30万 | 0.01% | 12,303 | -399 | -3.1% | -$7,557 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $23.30万 | 0.01% | 6,745 | 6,745 | — | $23.30万 | 新建仓 |
| AZO | AUTOZONE INC | $23.31万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $23.62万 | 0.01% | 18,043 | 7,543 | 71.8% | $9.87万 | 加仓 |
| WAB | WABTEC | $23.65万 | 0.01% | 946 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $23.75万 | 0.01% | 20,278 | 708 | 3.6% | $8,291 | 重新持有 |
| BALL | BALL CORP | $23.77万 | 0.01% | 4,021 | 4,021 | — | $23.77万 | 新建仓 |
| SYLD | CAMBRIA ETF TR | $23.82万 | 0.01% | 3,159 | 222 | 7.6% | $1.67万 | 加仓 |
| IWY | ISHARES TR | $23.92万 | 0.01% | 961 | 19 | 2.0% | $4,729 | 加仓 |
| WTV | WISDOMTREE TR | $23.92万 | 0.01% | 2,525 | -157 | -5.9% | -$1.49万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $23.95万 | 0.01% | 2,076 | 2,076 | — | $23.95万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $23.98万 | 0.01% | 8,731 | 324 | 3.9% | $8,898 | 加仓 |
| ALB | ALBEMARLE CORP | $23.99万 | 0.01% | 1,336 | -1,111 | -45.4% | -$19.95万 | 减仓 |
| DTM | DT MIDSTREAM INC | $24.04万 | 0.01% | 1,785 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $24.09万 | 0.01% | 2,182 | -124 | -5.4% | -$1.37万 | 减仓 |
| SMLF | ISHARES TR | $24.22万 | 0.01% | 3,208 | 3,208 | — | $24.22万 | 新建仓 |
| DOW | DOW HLDGS INC | $24.45万 | 0.01% | 5,871 | 5,871 | — | $24.45万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $24.65万 | 0.01% | 12,037 | -70 | -0.6% | -$1,434 | 减仓 |
| REZ | ISHARES TR | $24.66万 | 0.01% | 2,964 | 2,964 | — | $24.66万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $24.70万 | 0.01% | 11,500 | 11,500 | — | $24.70万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $24.79万 | 0.01% | 3,455 | 3,455 | — | $24.79万 | 新建仓 |
| VLUE | ISHARES TR | $24.91万 | 0.01% | 1,751 | 1,751 | — | $24.91万 | 新建仓 |
| IYY | ISHARES TR | $24.94万 | 0.01% | 1,574 | 3 | 0.2% | $475 | 加仓 |
| KCE | SPDR SERIES TRUST | $25.11万 | 0.01% | 1,825 | -2,601 | -58.8% | -$35.79万 | 减仓 |
| D | DOMINION ENERGY INC | $25.30万 | 0.01% | 4,092 | -595 | -12.7% | -$3.68万 | 减仓 |
| DSI | ISHARES TR | $25.39万 | 0.01% | 2,094 | 4 | 0.2% | $485 | 加仓 |
| UMI | USCF ETF TR | $25.63万 | 0.01% | 4,374 | 4,374 | — | $25.63万 | 新建仓 |
| EMBX | VANECK FDS | $25.64万 | 0.01% | 5,116 | 43 | 0.8% | $2,155 | 加仓 |
| SNOW | SNOWFLAKE INC | $25.73万 | 0.01% | 1,706 | -180 | -9.5% | -$2.71万 | 减仓 |
| VPU | VANGUARD WORLD FD | $25.81万 | 0.01% | 1,302 | 6 | 0.5% | $1,190 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $25.86万 | 0.01% | 2,284 | -356 | -13.5% | -$4.03万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.91万 | 0.01% | 8,094 | 475 | 6.2% | $1.52万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $25.93万 | 0.01% | 9,635 | 513 | 5.6% | $1.38万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $26.01万 | 0.01% | 4,760 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $26.02万 | 0.01% | 892 | -68 | -7.1% | -$1.98万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $26.03万 | 0.01% | 3,698 | -1,278 | -25.7% | -$8.99万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $26.05万 | 0.01% | 10,524 | 857 | 8.9% | $2.12万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $26.14万 | 0.01% | 2,177 | 2,177 | — | $26.14万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.17万 | 0.01% | 893 | 147 | 19.7% | $4.31万 | 加仓 |
| — | ISHARES ETHEREUM TR | $26.18万 | 0.01% | 16,537 | 2,641 | 19.0% | $4.18万 | 加仓 |
| IBTM | ISHARES TR | $26.29万 | 0.01% | 11,464 | 650 | 6.0% | $1.49万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.31万 | 0.01% | 2,009 | -440 | -18.0% | -$5.76万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $26.46万 | 0.01% | 3,427 | 464 | 15.7% | $3.58万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $26.47万 | 0.01% | 6,600 | 6,600 | — | $26.47万 | 新建仓 |
| TMUS | T-MOBILE US INC | $26.55万 | 0.01% | 1,264 | 173 | 15.9% | $3.63万 | 加仓 |
| VOX | VANGUARD WORLD FD | $26.56万 | 0.01% | 1,476 | -142 | -8.8% | -$2.56万 | 减仓 |
| QYLD | GLOBAL X FDS | $26.58万 | 0.01% | 15,501 | 2,833 | 22.4% | $4.86万 | 加仓 |
| PFXF | VANECK ETF TRUST | $26.62万 | 0.01% | 15,177 | 15,177 | — | $26.62万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $26.67万 | 0.01% | 22,991 | 22,991 | — | $26.67万 | 新建仓 |
| FTNT | FORTINET INC | $26.77万 | 0.01% | 3,275 | -50 | -1.5% | -$4,087 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $26.98万 | 0.01% | 2,551 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.18万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $27.25万 | 0.01% | 2,516 | -400 | -13.7% | -$4.33万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $27.43万 | 0.01% | 29,242 | 500 | 1.7% | $4,690 | 加仓 |
| URA | GLOBAL X FDS | $27.44万 | 0.01% | 5,666 | 388 | 7.4% | $1.88万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $27.45万 | 0.01% | 7,323 | 7,323 | — | $27.45万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $27.50万 | 0.01% | 56,474 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.51万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $27.53万 | 0.01% | 4,205 | 800 | 23.5% | $5.24万 | 加仓 |
| ESGE | ISHARES INC | $27.55万 | 0.01% | 6,059 | 6,059 | — | $27.55万 | 新建仓 |
| FE | FIRSTENERGY CORP | $27.61万 | 0.01% | 5,449 | 160 | 3.0% | $8,106 | 加仓 |
| BIDU | BAIDU INC | $27.73万 | 0.01% | 2,489 | -172 | -6.5% | -$1.92万 | 减仓 |