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 |
|---|---|---|---|---|---|---|---|---|
| VTWG | VANGUARD SCOTTSDALE FDS | $60.64万 | 0.02% | 2,108 | -1,399 | -39.9% | -$40.25万 | 减仓 |
| — | DBX ETF TR | $61.04万 | 0.02% | 13,739 | 2,914 | 26.9% | $12.95万 | 加仓 |
| AOR | ISHARES TR | $61.11万 | 0.02% | 8,793 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $61.26万 | 0.02% | 4,478 | -236 | -5.0% | -$3.23万 | 减仓 |
| FDX | FEDEX CORP | $61.90万 | 0.02% | 1,977 | -245 | -11.0% | -$7.67万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $62.56万 | 0.02% | 12,985 | -175 | -1.3% | -$8,431 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $62.85万 | 0.02% | 6,493 | 8 | 0.1% | $774 | 加仓 |
| TMUS | T-MOBILE US INC | $62.95万 | 0.02% | 3,753 | 2,489 | 196.9% | $41.75万 | 加仓 |
| GINN | GOLDMAN SACHS ETF TR | $63.00万 | 0.02% | 7,998 | -4,348 | -35.2% | -$34.25万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $63.32万 | 0.02% | 14,440 | 1,037 | 7.7% | $4.55万 | 加仓 |
| LQD | ISHARES TR | $63.51万 | 0.02% | 5,823 | -2,643 | -31.2% | -$28.83万 | 减仓 |
| KR | KROGER CO | $64.41万 | 0.02% | 11,599 | 736 | 6.8% | $4.09万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $64.77万 | 0.02% | 4,631 | 1 | 0.0% | $140 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $64.96万 | 0.02% | 15,549 | 217 | 1.4% | $9,066 | 加仓 |
| EXC | EXELON CORP | $64.97万 | 0.02% | 13,935 | 100 | 0.7% | $4,662 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $64.97万 | 0.02% | 3,818 | -318 | -7.7% | -$5.41万 | 减仓 |
| MUNI | PIMCO ETF TR | $64.98万 | 0.02% | 12,354 | 793 | 6.9% | $4.17万 | 加仓 |
| TGT | TARGET CORP | $65.10万 | 0.02% | 4,984 | 1,146 | 29.9% | $14.97万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $65.72万 | 0.02% | 12,994 | 1,009 | 8.4% | $5.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $66.32万 | 0.02% | 20,745 | -183 | -0.9% | -$5,851 | 减仓 |
| IONQ | IONQ INC | $66.59万 | 0.02% | 12,503 | -1,471 | -10.5% | -$7.83万 | 减仓 |
| OKLO | OKLO INC | $66.71万 | 0.02% | 12,748 | 4,424 | 53.1% | $23.15万 | 加仓 |
| DE | DEERE & CO | $66.75万 | 0.02% | 1,052 | -1,014 | -49.1% | -$64.34万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $67.23万 | 0.02% | 2,195 | -13 | -0.6% | -$3,982 | 减仓 |
| HSY | HERSHEY CO | $67.31万 | 0.02% | 3,837 | 2,841 | 285.2% | $49.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $67.50万 | 0.02% | 5,333 | 516 | 10.7% | $6.53万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $68.51万 | 0.02% | 15,235 | 2,885 | 23.4% | $12.97万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $68.61万 | 0.02% | 2,340 | -75 | -3.1% | -$2.20万 | 减仓 |
| FN | FABRINET | $68.63万 | 0.02% | 1,221 | 87 | 7.7% | $4.89万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $69.01万 | 0.02% | 16,700 | 4,543 | 37.4% | $18.77万 | 加仓 |
| IYF | ISHARES TR | $69.04万 | 0.02% | 5,414 | -281 | -4.9% | -$3.58万 | 减仓 |
| NUE | NUCOR CORP | $70.24万 | 0.02% | 3,153 | 32 | 1.0% | $7,128 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $70.34万 | 0.02% | 16,078 | 8,755 | 119.6% | $38.30万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $70.37万 | 0.02% | 3,183 | 3,183 | — | $70.37万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $70.39万 | 0.02% | 2,840 | -80 | -2.7% | -$1.98万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $71.20万 | 0.02% | 13,798 | 675 | 5.1% | $3.48万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $71.25万 | 0.02% | 13,275 | 13,275 | — | $71.25万 | 新建仓 |
| HON | HONEYWELL INTL INC | $71.33万 | 0.02% | 3,186 | -2,475 | -43.7% | -$55.41万 | 减仓 |
| MBB | ISHARES TR | $71.61万 | 0.02% | 7,577 | -379 | -4.8% | -$3.58万 | 减仓 |
| DES | WISDOMTREE TR | $71.65万 | 0.02% | 17,614 | 466 | 2.7% | $1.90万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $71.87万 | 0.02% | 7,719 | 2,536 | 48.9% | $23.61万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $72.17万 | 0.02% | 9,779 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $72.32万 | 0.02% | 2,619 | 2,619 | — | $72.32万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $72.59万 | 0.02% | 12,550 | 793 | 6.7% | $4.59万 | 加仓 |
| SPYI | NEOS ETF TRUST | $72.67万 | 0.02% | 13,688 | 327 | 2.4% | $1.74万 | 加仓 |
| SHOP | SHOPIFY INC | $73.05万 | 0.02% | 6,398 | -710 | -10.0% | -$8.11万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $73.18万 | 0.02% | 16,947 | -197 | -1.1% | -$8,507 | 减仓 |
| PLD | PROLOGIS INC. | $73.19万 | 0.02% | 5,403 | 778 | 16.8% | $10.54万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $73.69万 | 0.02% | 9,625 | 1,029 | 12.0% | $7.88万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $74.64万 | 0.02% | 11,663 | 11,663 | — | $74.64万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $74.94万 | 0.02% | 2,179 | -100 | -4.4% | -$3.44万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $74.97万 | 0.02% | 36,268 | 3,589 | 11.0% | $7.42万 | 加仓 |
| MELI | MERCADOLIBRE INC | $75.53万 | 0.02% | 445 | 232 | 108.9% | $39.38万 | 加仓 |
| IWL | ISHARES TR | $76.75万 | 0.02% | 4,150 | 353 | 9.3% | $6.53万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.95万 | 0.02% | 2,845 | 1,003 | 54.5% | $27.13万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $77.38万 | 0.02% | 17,950 | -1,668 | -8.5% | -$7.19万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $77.46万 | 0.02% | 7,504 | 179 | 2.4% | $1.85万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $77.71万 | 0.02% | 7,676 | -615 | -7.4% | -$6.23万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $78.12万 | 0.02% | 17,457 | -663 | -3.7% | -$2.97万 | 减仓 |
| KXI | ISHARES TR | $78.23万 | 0.02% | 11,584 | 737 | 6.8% | $4.98万 | 加仓 |
| RING | ISHARES INC | $78.52万 | 0.02% | 12,155 | -255 | -2.1% | -$1.65万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $78.75万 | 0.02% | 32,141 | -14,704 | -31.4% | -$36.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $78.97万 | 0.02% | 4,146 | -69 | -1.6% | -$1.31万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $78.99万 | 0.02% | 26,960 | 1,800 | 7.2% | $5.27万 | 加仓 |
| IMCG | ISHARES TR | $79.04万 | 0.02% | 8,041 | 59 | 0.7% | $5,799 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $79.59万 | 0.03% | 2,739 | 228 | 9.1% | $6.63万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $80.26万 | 0.03% | 16,123 | -74 | -0.5% | -$3,684 | 减仓 |
| WM | WASTE MGMT INC DEL | $80.60万 | 0.03% | 3,616 | 1,199 | 49.6% | $26.72万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $80.94万 | 0.03% | 2,417 | 468 | 24.0% | $15.67万 | 加仓 |
| IWV | ISHARES TR | $81.23万 | 0.03% | 1,905 | 1,905 | — | $81.23万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $81.35万 | 0.03% | 25,430 | 1,724 | 7.3% | $5.52万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $81.97万 | 0.03% | 51,649 | -6,000 | -10.4% | -$9.52万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $82.29万 | 0.03% | 16,186 | 54 | 0.3% | $2,745 | 加仓 |
| IUSV | ISHARES TR | $82.66万 | 0.03% | 7,504 | 22 | 0.3% | $2,423 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $82.69万 | 0.03% | 56,870 | 98 | 0.2% | $1,425 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $82.86万 | 0.03% | 14,749 | -2,194 | -12.9% | -$12.33万 | 减仓 |
| USRT | ISHARES TR | $83.89万 | 0.03% | 12,624 | -12,560 | -49.9% | -$83.46万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $84.16万 | 0.03% | 9,107 | 314 | 3.6% | $2.90万 | 加仓 |
| FLRT | PACER FDS TR | $84.44万 | 0.03% | 18,108 | -226 | -1.2% | -$1.05万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $84.58万 | 0.03% | 34,793 | -3,827 | -9.9% | -$9.30万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $84.79万 | 0.03% | 33,687 | 3,863 | 13.0% | $9.72万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $85.05万 | 0.03% | 40,404 | 40,404 | — | $85.05万 | 新建仓 |
| IWN | ISHARES TR | $85.30万 | 0.03% | 3,856 | 100 | 2.7% | $2.21万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $85.60万 | 0.03% | 12,717 | 194 | 1.5% | $1.31万 | 加仓 |
| IEF | ISHARES TR | $86.26万 | 0.03% | 9,122 | 289 | 3.3% | $2.73万 | 加仓 |
| CVS | CVS HEALTH CORP | $86.35万 | 0.03% | 8,347 | 2,216 | 36.1% | $22.92万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $86.47万 | 0.03% | 25,560 | -387 | -1.5% | -$1.31万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $86.73万 | 0.03% | 17,006 | 9,324 | 121.4% | $47.55万 | 加仓 |
| MSTR | STRATEGY INC | $86.90万 | 0.03% | 9,997 | 2,524 | 33.8% | $21.94万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $87.09万 | 0.03% | 9,031 | 1,467 | 19.4% | $14.15万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $87.54万 | 0.03% | 21,300 | 3,136 | 17.3% | $12.89万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $87.89万 | 0.03% | 3,320 | -379 | -10.2% | -$10.03万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $88.00万 | 0.03% | 14,596 | -474 | -3.1% | -$2.86万 | 减仓 |
| SBUX | STARBUCKS CORP | $88.09万 | 0.03% | 8,620 | -994 | -10.3% | -$10.16万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $89.37万 | 0.03% | 10,453 | 1,044 | 11.1% | $8.93万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $89.69万 | 0.03% | 19,638 | 715 | 3.8% | $3.27万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $90.09万 | 0.03% | 18,021 | -879 | -4.7% | -$4.39万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $91.19万 | 0.03% | 945 | -158 | -14.3% | -$15.25万 | 减仓 |
| GRAL | GRAIL INC | $91.32万 | 0.03% | 13,376 | -822 | -5.8% | -$5.61万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $91.36万 | 0.03% | 7,953 | -650 | -7.6% | -$7.47万 | 减仓 |