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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | $27.76万 | 0.01% | 8,198 | -462 | -5.3% | -$1.56万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $27.82万 | 0.01% | 1,424 | -385 | -21.3% | -$7.52万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.89万 | 0.01% | 7,159 | -385 | -5.1% | -$1.50万 | 减仓 |
| TIP | ISHARES TR | $27.94万 | 0.01% | 2,531 | -10 | -0.4% | -$1,104 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.01万 | 0.01% | 4,651 | 4,651 | — | $28.01万 | 新建仓 |
| — | TWO RDS SHARED TR | $28.01万 | 0.01% | 6,103 | -9,573 | -61.1% | -$43.94万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.09万 | 0.01% | 1,619 | 103 | 6.8% | $1.79万 | 加仓 |
| ARKW | ARK ETF TR | $28.10万 | 0.01% | 2,329 | -363 | -13.5% | -$4.38万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $28.11万 | 0.01% | 4,324 | -611 | -12.4% | -$3.97万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.16万 | 0.01% | 5,337 | 2,687 | 101.4% | $14.18万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $28.34万 | 0.01% | 7,293 | 2 | 0.0% | $78 | 加仓 |
| IYE | ISHARES TR | $28.39万 | 0.01% | 4,383 | -2,624 | -37.4% | -$17.00万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.44万 | 0.01% | 1,808 | 15 | 0.8% | $2,360 | 加仓 |
| SYY | SYSCO CORP | $28.52万 | 0.01% | 3,998 | 5 | 0.1% | $357 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $28.59万 | 0.01% | 16,509 | 346 | 2.1% | $5,993 | 加仓 |
| STIP | ISHARES TR | $28.64万 | 0.01% | 2,769 | -67 | -2.4% | -$6,930 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $28.66万 | 0.01% | 798 | -50 | -5.9% | -$1.80万 | 减仓 |
| IQV | IQVIA HLDGS INC | $28.68万 | 0.01% | 1,682 | 116 | 7.4% | $1.98万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.76万 | 0.01% | 2,799 | 2,799 | — | $28.76万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $28.86万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $28.91万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $29.04万 | 0.01% | 14,830 | 14,830 | — | $29.04万 | 新建仓 |
| IHI | ISHARES TR | $29.21万 | 0.01% | 5,475 | 307 | 5.9% | $1.64万 | 加仓 |
| TRGP | TARGA RES CORP | $29.24万 | 0.01% | 1,166 | -2,491 | -68.1% | -$62.46万 | 减仓 |
| VFC | V F CORP | $29.28万 | 0.01% | 17,235 | -3,524 | -17.0% | -$5.99万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $29.49万 | 0.01% | 20,706 | 20,706 | — | $29.49万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.59万 | 0.01% | 383 | 23 | 6.4% | $1.78万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $30.21万 | 0.01% | 13,885 | -2,830 | -16.9% | -$6.16万 | 减仓 |
| APH | AMPHENOL CORP | $30.48万 | 0.01% | 2,412 | 2,412 | — | $30.48万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $30.48万 | 0.01% | 3,382 | 691 | 25.7% | $6.23万 | 加仓 |
| XYLD | GLOBAL X FDS | $30.60万 | 0.01% | 7,820 | -1,626 | -17.2% | -$6.36万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $30.61万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $30.84万 | 0.01% | 8,379 | 424 | 5.3% | $1.56万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $30.93万 | 0.01% | 1,432 | -657 | -31.5% | -$14.19万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $31.02万 | 0.01% | 1,868 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $31.06万 | 0.01% | 5,972 | -296 | -4.7% | -$1.54万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $31.08万 | 0.01% | 9,552 | 1,625 | 20.5% | $5.29万 | 加仓 |
| NET | CLOUDFLARE INC | $31.10万 | 0.01% | 1,507 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $31.18万 | 0.01% | 4,717 | -569 | -10.8% | -$3.76万 | 减仓 |
| IYJ | ISHARES TR | $31.19万 | 0.01% | 2,114 | 141 | 7.1% | $2.08万 | 加仓 |
| IAGG | ISHARES TR | $31.20万 | 0.01% | 6,236 | 6,236 | — | $31.20万 | 新建仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $31.24万 | 0.01% | 6,159 | -427 | -6.5% | -$2.17万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.28万 | 0.01% | 2,860 | -1,232 | -30.1% | -$13.48万 | 减仓 |
| — | PACER FDS TR | $31.45万 | 0.01% | 8,616 | 8,616 | — | $31.45万 | 新建仓 |
| VEEV | VEEVA SYS INC | $31.51万 | 0.01% | 1,794 | 60 | 3.5% | $1.05万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $31.60万 | 0.01% | 68,105 | -2,303 | -3.3% | -$1.07万 | 减仓 |
| SCZ | ISHARES TR | $31.61万 | 0.01% | 4,032 | 4,032 | — | $31.61万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $31.62万 | 0.01% | 4,175 | -806 | -16.2% | -$6.10万 | 减仓 |
| IJJ | ISHARES TR | $31.77万 | 0.01% | 2,398 | -459 | -16.1% | -$6.08万 | 减仓 |
| NI | NISOURCE INC | $32.14万 | 0.01% | 6,889 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $32.43万 | 0.01% | 14,380 | 425 | 3.0% | $9,584 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $32.60万 | 0.01% | 6,583 | 300 | 4.8% | $1.49万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $32.61万 | 0.01% | 8,734 | -51 | -0.6% | -$1,904 | 减仓 |
| TFC | TRUIST FINL CORP | $32.94万 | 0.01% | 7,165 | -681 | -8.7% | -$3.13万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $33.07万 | 0.01% | 20,824 | 4,324 | 26.2% | $6.87万 | 加仓 |
| RPAR | TIDAL TRUST I | $33.17万 | 0.01% | 14,901 | -1,101 | -6.9% | -$2.45万 | 减仓 |
| ACWI | ISHARES TR | $33.18万 | 0.01% | 2,398 | -171 | -6.7% | -$2.37万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $33.19万 | 0.01% | 1,595 | 1,595 | — | $33.19万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $33.44万 | 0.01% | 4,826 | -28,553 | -85.5% | -$197.87万 | 减仓 |
| MCO | MOODYS CORP | $33.46万 | 0.01% | 767 | 102 | 15.3% | $4.45万 | 加仓 |
| IMTM | ISHARES TR | $33.68万 | 0.01% | 7,013 | -1,188 | -14.5% | -$5.71万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.70万 | 0.01% | 1,224 | -1 | -0.1% | -$275 | 减仓 |
| FALN | ISHARES TR | $33.75万 | 0.01% | 12,630 | -30,569 | -70.8% | -$81.68万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.94万 | 0.01% | 1,390 | 138 | 11.0% | $3.37万 | 加仓 |
| MFC | MANULIFE FINL CORP | $34.01万 | 0.01% | 9,874 | 914 | 10.2% | $3.15万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $34.05万 | 0.01% | 3,632 | 1,342 | 58.6% | $12.58万 | 加仓 |
| OKE | ONEOK INC NEW | $34.10万 | 0.01% | 3,772 | 272 | 7.8% | $2.46万 | 加仓 |
| — | ETF SER SOLUTIONS | $34.71万 | 0.01% | 14,058 | 4,844 | 52.6% | $11.96万 | 加仓 |
| CTVA | CORTEVA INC | $34.94万 | 0.01% | 4,174 | 910 | 27.9% | $7.62万 | 加仓 |
| ES | EVERSOURCE ENERGY | $34.97万 | 0.01% | 5,048 | 112 | 2.3% | $7,759 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $35.16万 | 0.01% | 11,672 | -54 | -0.5% | -$1,626 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $35.19万 | 0.01% | 7,201 | -584 | -7.5% | -$2.85万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $35.20万 | 0.01% | 9,789 | 3,897 | 66.1% | $14.01万 | 加仓 |
| MPLX | MPLX LP | $35.23万 | 0.01% | 6,172 | -274 | -4.3% | -$1.56万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.30万 | 0.01% | 8,578 | 8,578 | — | $35.30万 | 新建仓 |
| MUB | ISHARES TR | $35.34万 | 0.01% | 3,329 | -101 | -2.9% | -$1.07万 | 减仓 |
| BP | BP PLC | $35.43万 | 0.01% | 7,538 | -81 | -1.1% | -$3,807 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $35.59万 | 0.01% | 3,612 | -1 | -0.0% | -$99 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $36.05万 | 0.01% | 38,600 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $36.07万 | 0.01% | 4,955 | 108 | 2.2% | $7,861 | 加仓 |
| CHAT | TIDAL TRUST II | $36.24万 | 0.01% | 5,859 | -58 | -1.0% | -$3,588 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $36.34万 | 0.01% | 9,147 | -614 | -6.3% | -$2.44万 | 减仓 |
| REET | ISHARES TR | $36.52万 | 0.01% | 14,518 | 6,176 | 74.0% | $15.53万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.54万 | 0.01% | 3,156 | 329 | 11.6% | $3.81万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $36.63万 | 0.01% | 3,698 | 3,698 | — | $36.63万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $36.69万 | 0.01% | 33,721 | 21,961 | 186.7% | $23.89万 | 加仓 |
| AGX | ARGAN INC | $36.76万 | 0.01% | 675 | 675 | — | $36.76万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $36.83万 | 0.01% | 213 | 39 | 22.4% | $6.74万 | 加仓 |
| ARTY | ISHARES TR | $36.97万 | 0.01% | 7,946 | 608 | 8.3% | $2.83万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $37.20万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $37.22万 | 0.01% | 4,804 | -768 | -13.8% | -$5.95万 | 减仓 |
| VDE | VANGUARD WORLD FD | $37.32万 | 0.01% | 2,157 | 2,157 | — | $37.32万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $37.45万 | 0.01% | 16,297 | -3,299 | -16.8% | -$7.58万 | 减仓 |
| WULF | TERAWULF INC | $37.53万 | 0.01% | 26,005 | 6,951 | 36.5% | $10.03万 | 加仓 |
| IQDG | WISDOMTREE TR | $37.92万 | 0.01% | 9,448 | 777 | 9.0% | $3.12万 | 加仓 |
| HUBB | HUBBELL INC | $37.98万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $38.06万 | 0.01% | 3,213 | -97 | -2.9% | -$1.15万 | 减仓 |
| CALF | PACER FDS TR | $38.20万 | 0.01% | 8,513 | 751 | 9.7% | $3.37万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $38.27万 | 0.01% | 861 | -840 | -49.4% | -$37.33万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $38.66万 | 0.01% | 5,212 | 1,278 | 32.5% | $9.48万 | 加仓 |