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 |
|---|---|---|---|---|---|---|---|---|
| FYLD | CAMBRIA ETF TR | $30.69万 | 0.01% | 8,411 | -323 | -3.7% | -$1.18万 | 减仓 |
| FALN | ISHARES TR | $30.75万 | 0.01% | 11,290 | -1,340 | -10.6% | -$3.65万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $31.10万 | 0.01% | 1,062 | -362 | -25.4% | -$10.60万 | 减仓 |
| CIEN | CIENA CORP | $31.15万 | 0.01% | 635 | 635 | — | $31.15万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.29万 | 0.01% | 2,326 | -534 | -18.7% | -$7.18万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $31.31万 | 0.01% | 8,460 | 81 | 1.0% | $2,998 | 加仓 |
| QXO | QXO INC | $31.39万 | 0.01% | 18,168 | -4,600 | -20.2% | -$7.95万 | 减仓 |
| MPLX | MPLX LP | $31.42万 | 0.01% | 5,578 | -594 | -9.6% | -$3.35万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $31.52万 | 0.01% | 2,650 | 2,650 | — | $31.52万 | 新建仓 |
| ARKW | ARK ETF TR | $31.69万 | 0.01% | 2,188 | -141 | -6.1% | -$2.04万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $31.83万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $31.84万 | 0.01% | 1,648 | -34 | -2.0% | -$6,569 | 减仓 |
| AZN | ASTRAZENECA PLC | $31.91万 | 0.01% | 1,683 | 1,683 | — | $31.91万 | 新建仓 |
| IGM | ISHARES TR | $31.98万 | 0.01% | 1,955 | 5 | 0.3% | $818 | 加仓 |
| VEEV | VEEVA SYS INC | $32.00万 | 0.01% | 1,803 | 9 | 0.5% | $1,597 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $32.05万 | 0.01% | 11,424 | 11,424 | — | $32.05万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $32.38万 | 0.01% | 2,157 | 0 | 0.0% | — | 不变 |
| RPAR | TIDAL TRUST I | $32.41万 | 0.01% | 14,559 | -342 | -2.3% | -$7,613 | 减仓 |
| NI | NISOURCE INC | $32.85万 | 0.01% | 6,909 | 20 | 0.3% | $951 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.86万 | 0.01% | 4,975 | 324 | 7.0% | $2.14万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $32.95万 | 0.01% | 4,760 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $32.96万 | 0.01% | 8,198 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $33.21万 | 0.01% | 2,430 | -783 | -24.4% | -$10.70万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.37万 | 0.01% | 1,305 | -85 | -6.1% | -$2.17万 | 减仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $34.06万 | 0.01% | 3,175 | 768 | 31.9% | $8.24万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $34.13万 | 0.01% | 7,467 | 7,467 | — | $34.13万 | 新建仓 |
| MINO | PIMCO ETF TR | $34.14万 | 0.01% | 7,460 | 2,762 | 58.8% | $12.64万 | 加仓 |
| — | PACER FDS TR | $34.32万 | 0.01% | 8,616 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $34.34万 | 0.01% | 1,319 | -5,901 | -81.7% | -$153.64万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $34.46万 | 0.01% | 7,992 | 7,992 | — | $34.46万 | 新建仓 |
| REET | ISHARES TR | $34.71万 | 0.01% | 12,569 | -1,949 | -13.4% | -$5.38万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $34.80万 | 0.01% | 14,794 | -1,503 | -9.2% | -$3.54万 | 减仓 |
| MCO | MOODYS CORP | $34.83万 | 0.01% | 769 | 2 | 0.3% | $906 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.83万 | 0.01% | 901 | 8 | 0.9% | $3,093 | 加仓 |
| QYLD | GLOBAL X FDS | $35.01万 | 0.01% | 18,997 | 3,496 | 22.6% | $6.44万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $35.18万 | 0.01% | 1,868 | 0 | 0.0% | — | 不变 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $35.20万 | 0.01% | 6,969 | 810 | 13.2% | $4.09万 | 加仓 |
| IYJ | ISHARES TR | $35.26万 | 0.01% | 2,116 | 2 | 0.1% | $333 | 加仓 |
| TFC | TRUIST FINL CORP | $35.33万 | 0.01% | 7,091 | -74 | -1.0% | -$3,687 | 减仓 |
| URA | GLOBAL X FDS | $35.35万 | 0.01% | 8,089 | 2,423 | 42.8% | $10.59万 | 加仓 |
| SMLF | ISHARES TR | $35.52万 | 0.01% | 3,985 | 777 | 24.2% | $6.93万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $35.60万 | 0.01% | 1,923 | 1,923 | — | $35.60万 | 新建仓 |
| IRM | IRON MTN INC DEL | $35.70万 | 0.01% | 2,826 | 2,826 | — | $35.70万 | 新建仓 |
| IAGG | ISHARES TR | $35.77万 | 0.01% | 7,069 | 833 | 13.4% | $4.22万 | 加仓 |
| NET | CLOUDFLARE INC | $35.88万 | 0.01% | 1,463 | -44 | -2.9% | -$1.08万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $36.00万 | 0.01% | 14,039 | -341 | -2.4% | -$8,743 | 减仓 |
| CELH | CELSIUS HLDGS INC | $36.31万 | 0.01% | 12,400 | -4,240 | -25.5% | -$12.41万 | 减仓 |
| USB | US BANCORP | $36.43万 | 0.01% | 6,032 | 60 | 1.0% | $3,624 | 加仓 |
| RKLB | ROCKET LAB CORP | $36.57万 | 0.01% | 3,598 | 3,598 | — | $36.57万 | 新建仓 |
| CTVA | CORTEVA INC | $36.66万 | 0.01% | 4,328 | 154 | 3.7% | $1.30万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $36.73万 | 0.01% | 3,403 | -1,581 | -31.7% | -$17.06万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $36.97万 | 0.01% | 747 | -51 | -6.4% | -$2.52万 | 减仓 |
| PFXF | VANECK ETF TRUST | $36.99万 | 0.01% | 20,734 | 5,557 | 36.6% | $9.91万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $37.11万 | 0.01% | 49,081 | -8,415 | -14.6% | -$6.36万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $37.16万 | 0.01% | 9,527 | -25 | -0.3% | -$975 | 减仓 |
| PGR | PROGRESSIVE CORP | $37.57万 | 0.01% | 1,720 | -1,745 | -50.4% | -$38.11万 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $37.71万 | 0.01% | 38,600 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $37.71万 | 0.01% | 2,581 | 572 | 28.5% | $8.36万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $37.76万 | 0.01% | 2,312 | 236 | 11.4% | $3.85万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $37.84万 | 0.01% | 3,421 | 1,137 | 49.8% | $12.58万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $38.11万 | 0.01% | 3,263 | 107 | 3.4% | $1.25万 | 加仓 |
| DOV | DOVER CORP | $38.31万 | 0.01% | 1,708 | 1,708 | — | $38.31万 | 新建仓 |
| MUB | ISHARES TR | $38.42万 | 0.01% | 3,570 | 241 | 7.2% | $2.59万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $38.43万 | 0.01% | 3,088 | -2,785 | -47.4% | -$34.66万 | 减仓 |
| ACWI | ISHARES TR | $38.68万 | 0.01% | 2,464 | 66 | 2.8% | $1.04万 | 加仓 |
| IMTM | ISHARES TR | $38.72万 | 0.01% | 7,260 | 247 | 3.5% | $1.32万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $38.74万 | 0.01% | 7,618 | 7,618 | — | $38.74万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $39.29万 | 0.01% | 8,104 | -1,757 | -17.8% | -$8.52万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $39.31万 | 0.01% | 3,698 | 66 | 1.8% | $7,017 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $39.45万 | 0.01% | 4,783 | 608 | 14.6% | $5.02万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $39.54万 | 0.01% | 11,672 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $39.59万 | 0.01% | 7,083 | 500 | 7.6% | $2.79万 | 加仓 |
| SNOW | SNOWFLAKE INC | $39.78万 | 0.01% | 1,563 | -143 | -8.4% | -$3.64万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.89万 | 0.01% | 3,370 | 571 | 20.4% | $6.76万 | 加仓 |
| MTRN | MATERION CORP | $40.15万 | 0.01% | 1,350 | -250 | -15.6% | -$7.43万 | 减仓 |
| BROS | DUTCH BROS INC | $40.46万 | 0.01% | 5,634 | 1,269 | 29.1% | $9.11万 | 加仓 |
| HUBB | HUBBELL INC | $40.60万 | 0.01% | 776 | 2 | 0.3% | $1,046 | 加仓 |
| — | ISHARES TR | $40.62万 | 0.01% | 4,781 | 2,182 | 84.0% | $18.54万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $40.66万 | 0.01% | 3,704 | -432 | -10.4% | -$4.74万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.71万 | 0.01% | 3,922 | 224 | 6.1% | $2.33万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $40.77万 | 0.01% | 37,614 | 3,893 | 11.5% | $4.22万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $41.11万 | 0.01% | 896 | 35 | 4.1% | $1.61万 | 加仓 |
| EMB | ISHARES TR | $41.66万 | 0.01% | 4,320 | 2 | 0.0% | $193 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $41.76万 | 0.01% | 5,185 | -27 | -0.5% | -$2,174 | 减仓 |
| RAAX | VANECK ETF TRUST | $41.82万 | 0.01% | 10,543 | 10,543 | — | $41.82万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.89万 | 0.01% | 1,116 | 138 | 14.1% | $5.18万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $42.51万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $42.53万 | 0.01% | 9,100 | 9,100 | — | $42.53万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $42.74万 | 0.01% | 10,573 | -56 | -0.5% | -$2,264 | 减仓 |
| — | ETF SER SOLUTIONS | $42.79万 | 0.01% | 16,024 | 1,966 | 14.0% | $5.25万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $42.83万 | 0.01% | 21,089 | -32 | -0.2% | -$650 | 减仓 |
| MET | METLIFE INC | $42.97万 | 0.01% | 5,079 | 2,515 | 98.1% | $21.28万 | 重新持有 |
| AFL | AFLAC INC | $43.00万 | 0.01% | 3,667 | -51 | -1.4% | -$5,980 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $43.04万 | 0.01% | 10,582 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $43.50万 | 0.01% | 10,662 | 10,662 | — | $43.50万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $43.54万 | 0.01% | 315 | 51 | 19.3% | $7.05万 | 加仓 |
| IXP | ISHARES TR | $43.81万 | 0.01% | 3,883 | 3,883 | — | $43.81万 | 新建仓 |
| TIP | ISHARES TR | $43.84万 | 0.01% | 4,006 | 1,475 | 58.3% | $16.14万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $43.88万 | 0.01% | 1,836 | 161 | 9.6% | $3.85万 | 加仓 |
| IUSB | ISHARES TR | $43.99万 | 0.01% | 9,532 | 520 | 5.8% | $2.40万 | 加仓 |