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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $86.83万 | 0.03% | 13,838 | -32,662 | -70.2% | -$204.95万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $87.59万 | 0.03% | 6,981 | 258 | 3.8% | $3.24万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $88.47万 | 0.03% | 30,816 | -1,868 | -5.7% | -$5.36万 | 减仓 |
| AIS | TIDAL TRUST III | $89.23万 | 0.03% | 21,290 | 15,550 | 270.9% | $65.17万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $89.24万 | 0.03% | 18,774 | 91 | 0.5% | $4,325 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $89.26万 | 0.03% | 3,300 | 853 | 34.9% | $23.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $90.08万 | 0.03% | 1,954 | 30 | 1.6% | $1.38万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $90.54万 | 0.03% | 33,190 | -120,021 | -78.3% | -$327.42万 | 减仓 |
| SYK | STRYKER CORPORATION | $90.69万 | 0.03% | 2,760 | 308 | 12.6% | $10.12万 | 加仓 |
| LQD | ISHARES TR | $92.27万 | 0.03% | 8,466 | 996 | 13.3% | $10.86万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $92.61万 | 0.03% | 38,620 | 2,596 | 7.2% | $6.23万 | 加仓 |
| MSTR | STRATEGY INC | $93.26万 | 0.03% | 7,473 | 844 | 12.7% | $10.53万 | 加仓 |
| TXN | TEXAS INSTRS INC | $93.50万 | 0.03% | 4,815 | -907 | -15.9% | -$17.61万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $93.51万 | 0.03% | 12,523 | 12,523 | — | $93.51万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $94.20万 | 0.03% | 24,519 | 7,298 | 42.4% | $28.04万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $94.64万 | 0.04% | 16,029 | -7,423 | -31.7% | -$43.83万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $95.11万 | 0.04% | 18,900 | -768 | -3.9% | -$3.86万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $95.57万 | 0.04% | 31,030 | 1,554 | 5.3% | $4.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $97.42万 | 0.04% | 17,187 | 116 | 0.7% | $6,575 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $97.80万 | 0.04% | 13,628 | 459 | 3.5% | $3.29万 | 加仓 |
| DIVB | ISHARES TR | $97.80万 | 0.04% | 18,128 | 2,461 | 15.7% | $13.28万 | 加仓 |
| RING | ISHARES INC | $98.01万 | 0.04% | 12,410 | 12,410 | — | $98.01万 | 新建仓 |
| HYG | ISHARES TR | $98.25万 | 0.04% | 12,349 | 1,081 | 9.6% | $8.60万 | 加仓 |
| PAVE | GLOBAL X FDS | $98.62万 | 0.04% | 19,410 | 1,421 | 7.9% | $7.22万 | 加仓 |
| IQLT | ISHARES TR | $99.83万 | 0.04% | 21,594 | 3,742 | 21.0% | $17.30万 | 加仓 |
| IUSG | ISHARES TR | $100.03万 | 0.04% | 6,448 | -1,200 | -15.7% | -$18.62万 | 减仓 |
| AIQ | GLOBAL X FDS | $100.77万 | 0.04% | 21,592 | -12,374 | -36.4% | -$57.75万 | 减仓 |
| NKE | NIKE INC | $101.34万 | 0.04% | 19,185 | -18 | -0.1% | -$951 | 减仓 |
| GOVT | ISHARES TR | $101.63万 | 0.04% | 44,360 | 2,071 | 4.9% | $4.74万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $102.90万 | 0.04% | 57,649 | 57,649 | — | $102.90万 | 新建仓 |
| CMI | CUMMINS INC | $103.12万 | 0.04% | 1,916 | 743 | 63.3% | $39.99万 | 加仓 |
| OUSM | ALPS ETF TR | $103.64万 | 0.04% | 23,694 | 403 | 1.7% | $1.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $104.47万 | 0.04% | 4,808 | 518 | 12.1% | $11.26万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $104.76万 | 0.04% | 16,724 | 4,846 | 40.8% | $30.36万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $106.70万 | 0.04% | 25,100 | 4,000 | 19.0% | $17.00万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $107.34万 | 0.04% | 10,220 | 10,220 | — | $107.34万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $107.42万 | 0.04% | 5,960 | 505 | 9.3% | $9.10万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $107.72万 | 0.04% | 24,092 | 24,092 | — | $107.72万 | 新建仓 |
| XLSR | SSGA ACTIVE TR | $108.90万 | 0.04% | 18,860 | -684 | -3.5% | -$3.95万 | 减仓 |
| ARKK | ARK ETF TR | $110.72万 | 0.04% | 16,381 | 2,884 | 21.4% | $19.49万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $111.20万 | 0.04% | 28,630 | -8,300 | -22.5% | -$32.24万 | 减仓 |
| FAST | FASTENAL CO | $111.33万 | 0.04% | 23,994 | 72 | 0.3% | $3,341 | 加仓 |
| GDX | VANECK ETF TRUST | $113.11万 | 0.04% | 12,325 | 65 | 0.5% | $5,965 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $113.13万 | 0.04% | 11,665 | 11,665 | — | $113.13万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $113.36万 | 0.04% | 14,067 | 2,972 | 26.8% | $23.95万 | 加仓 |
| ISCG | ISHARES TR | $113.85万 | 0.04% | 20,775 | 20,775 | — | $113.85万 | 新建仓 |
| NVS | NOVARTIS AG | $114.32万 | 0.04% | 7,484 | -1,315 | -14.9% | -$20.09万 | 减仓 |
| IXJ | ISHARES TR | $115.63万 | 0.04% | 12,361 | 6,457 | 109.4% | $60.40万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $116.06万 | 0.04% | 24,975 | 24,975 | — | $116.06万 | 新建仓 |
| DE | DEERE & CO | $116.42万 | 0.04% | 2,066 | -95 | -4.4% | -$5.35万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $116.47万 | 0.04% | 5,873 | 41 | 0.7% | $8,131 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $117.51万 | 0.04% | 10,782 | 212 | 2.0% | $2.31万 | 加仓 |
| GLW | CORNING INC | $117.64万 | 0.04% | 8,651 | 3,151 | 57.3% | $42.85万 | 加仓 |
| QQQI | NEOS ETF TRUST | $120.29万 | 0.04% | 24,208 | -2,121 | -8.1% | -$10.54万 | 减仓 |
| TBIL | RBB FD INC | $121.04万 | 0.04% | 24,275 | 1,227 | 5.3% | $6.12万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $121.27万 | 0.04% | 16,267 | 374 | 2.4% | $2.79万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $123.02万 | 0.05% | 16,360 | -2,091 | -11.3% | -$15.72万 | 减仓 |
| SGOV | ISHARES TR | $123.98万 | 0.05% | 12,317 | 6,306 | 104.9% | $63.48万 | 加仓 |
| IXG | ISHARES TR | $124.69万 | 0.05% | 10,937 | 6,792 | 163.9% | $77.43万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $125.21万 | 0.05% | 14,403 | 14,403 | — | $125.21万 | 新建仓 |
| IREN | IREN LIMITED | $125.22万 | 0.05% | 36,530 | 6,046 | 19.8% | $20.73万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $125.32万 | 0.05% | 1,783 | -1,583 | -47.0% | -$111.27万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $125.82万 | 0.05% | 8,532 | 8,532 | — | $125.82万 | 新建仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $126.00万 | 0.05% | 35,948 | 35,948 | — | $126.00万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $126.63万 | 0.05% | 14,982 | 8,968 | 149.1% | $75.80万 | 加仓 |
| RXI | ISHARES TR | $127.24万 | 0.05% | 6,824 | 1,122 | 19.7% | $20.92万 | 加仓 |
| — | HONEYWELL INTL INC | $127.97万 | 0.05% | 5,661 | -261 | -4.4% | -$5.90万 | 减仓 |
| INFQ | INFLEQTION INC | $129.50万 | 0.05% | 132,004 | 132,004 | — | $129.50万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $130.38万 | 0.05% | 38,758 | 1,700 | 4.6% | $5.72万 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $130.54万 | 0.05% | 43,143 | 43,143 | — | $130.54万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $130.66万 | 0.05% | 13,902 | 2,072 | 17.5% | $19.47万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $130.77万 | 0.05% | 25,353 | 19,135 | 307.7% | $98.70万 | 加仓 |
| DON | WISDOMTREE TR | $131.06万 | 0.05% | 24,944 | -48 | -0.2% | -$2,522 | 减仓 |
| HEFA | ISHARES TR | $131.69万 | 0.05% | 30,989 | -1,954 | -5.9% | -$8.30万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $131.71万 | 0.05% | 3,837 | -303 | -7.3% | -$10.40万 | 减仓 |
| TJX | TJX COS INC NEW | $132.10万 | 0.05% | 8,271 | 560 | 7.3% | $8.94万 | 加仓 |
| HELE | HELEN OF TROY LTD | $133.00万 | 0.05% | 92,233 | 5,990 | 6.9% | $8.64万 | 加仓 |
| IWS | ISHARES TR | $133.75万 | 0.05% | 9,177 | 174 | 1.9% | $2.54万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $136.85万 | 0.05% | 31,393 | -2,828 | -8.3% | -$12.33万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $138.73万 | 0.05% | 9,581 | 671 | 7.5% | $9.72万 | 加仓 |
| SLV | ISHARES SILVER TR | $139.68万 | 0.05% | 20,499 | -2,206 | -9.7% | -$15.03万 | 减仓 |
| ECL | ECOLAB INC | $139.70万 | 0.05% | 5,251 | 396 | 8.2% | $10.54万 | 加仓 |
| LOW | LOWES COS INC | $140.45万 | 0.05% | 5,944 | -201 | -3.3% | -$4.75万 | 减仓 |
| IYM | ISHARES TR | $142.43万 | 0.05% | 8,096 | -1,268 | -13.5% | -$22.31万 | 减仓 |
| EDV | VANGUARD WORLD FD | $143.13万 | 0.05% | 22,036 | -2,567 | -10.4% | -$16.67万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $143.26万 | 0.05% | 6,961 | 5,832 | 516.6% | $120.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $143.79万 | 0.05% | 37,424 | -1,703 | -4.4% | -$6.54万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $147.54万 | 0.05% | 12,017 | -3,079 | -20.4% | -$37.80万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $147.69万 | 0.05% | 18,015 | -1,671 | -8.5% | -$13.70万 | 减仓 |
| PULS | PGIM ETF TR | $147.97万 | 0.05% | 29,893 | -12,762 | -29.9% | -$63.17万 | 减仓 |
| USRT | ISHARES TR | $149.07万 | 0.06% | 25,184 | 1,791 | 7.7% | $10.60万 | 加仓 |
| QGRW | WISDOMTREE TR | $149.12万 | 0.06% | 27,908 | 3,431 | 14.0% | $18.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $150.03万 | 0.06% | 7,022 | -136 | -1.9% | -$2.91万 | 减仓 |
| ILCG | ISHARES TR | $151.10万 | 0.06% | 15,825 | -19,240 | -54.9% | -$183.70万 | 减仓 |
| SMH | VANECK ETF TRUST | $151.51万 | 0.06% | 3,951 | 567 | 16.8% | $21.74万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $158.14万 | 0.06% | 31,326 | -97 | -0.3% | -$4,897 | 减仓 |
| SPYD | SPDR SERIES TRUST | $158.47万 | 0.06% | 34,813 | 1,640 | 4.9% | $7.47万 | 加仓 |
| ET | ENERGY TRANSFER L P | $158.97万 | 0.06% | 82,366 | -3,736 | -4.3% | -$7.21万 | 减仓 |
| GM | GENERAL MTRS CO | $159.55万 | 0.06% | 21,416 | 11,091 | 107.4% | $82.63万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $161.08万 | 0.06% | 21,405 | 2,936 | 15.9% | $22.09万 | 加仓 |