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 |
|---|---|---|---|---|---|---|---|---|
| NWL | NEWELL BRANDS INC | $91.61万 | 0.03% | 149,202 | -10,525 | -6.6% | -$6.46万 | 减仓 |
| BX | BLACKSTONE INC | $91.63万 | 0.03% | 7,787 | 706 | 10.0% | $8.31万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $92.04万 | 0.03% | 13,656 | -2,373 | -14.8% | -$15.99万 | 减仓 |
| DY | DYCOM INDS INC | $92.32万 | 0.03% | 1,826 | 98 | 5.7% | $4.95万 | 加仓 |
| IYR | ISHARES TR | $92.71万 | 0.03% | 9,067 | -70 | -0.8% | -$7,157 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $93.40万 | 0.03% | 19,115 | 11,914 | 165.4% | $58.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $95.33万 | 0.03% | 13,250 | 623 | 4.9% | $4.48万 | 加仓 |
| BE | BLOOM ENERGY CORP | $95.38万 | 0.03% | 3,151 | 3,151 | — | $95.38万 | 新建仓 |
| ISPY | PROSHARES TR | $95.88万 | 0.03% | 19,896 | 4,088 | 25.9% | $19.70万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $96.04万 | 0.03% | 14,802 | 201 | 1.4% | $1.30万 | 加仓 |
| VMI | VALMONT INDS INC | $96.34万 | 0.03% | 1,668 | 7 | 0.4% | $4,043 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $97.19万 | 0.03% | 17,331 | 607 | 3.6% | $3.40万 | 加仓 |
| GDX | VANECK ETF TRUST | $97.35万 | 0.03% | 12,902 | 577 | 4.7% | $4.35万 | 加仓 |
| SLV | ISHARES SILVER TR | $97.88万 | 0.03% | 18,305 | -2,194 | -10.7% | -$11.73万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $97.89万 | 0.03% | 31,185 | 155 | 0.5% | $4,865 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $98.08万 | 0.03% | 18,605 | -3,807 | -17.0% | -$20.07万 | 减仓 |
| IQQQ | PROSHARES TR | $98.34万 | 0.03% | 19,358 | 3,669 | 23.4% | $18.64万 | 加仓 |
| IYW | ISHARES TR | $98.93万 | 0.03% | 3,922 | 188 | 5.0% | $4.74万 | 加仓 |
| HYG | ISHARES TR | $99.39万 | 0.03% | 12,429 | 80 | 0.6% | $6,398 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $99.65万 | 0.03% | 18,845 | -382 | -2.0% | -$2.02万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $99.77万 | 0.03% | 4,973 | 835 | 20.2% | $16.75万 | 加仓 |
| CNC | CENTENE CORP DEL | $100.50万 | 0.03% | 15,657 | 15,657 | — | $100.50万 | 新建仓 |
| MMM | 3M CO | $101.18万 | 0.03% | 6,249 | 353 | 6.0% | $5.72万 | 加仓 |
| SYK | STRYKER CORPORATION | $101.22万 | 0.03% | 3,215 | 455 | 16.5% | $14.33万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $101.31万 | 0.03% | 18,750 | -24 | -0.1% | -$1,297 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $103.21万 | 0.03% | 13,529 | -99 | -0.7% | -$7,552 | 减仓 |
| IWO | ISHARES TR | $104.71万 | 0.03% | 2,658 | 17 | 0.6% | $6,697 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $105.00万 | 0.03% | 17,802 | 3,258 | 22.4% | $19.22万 | 加仓 |
| ETN | EATON CORP PLC | $105.40万 | 0.03% | 2,473 | 304 | 14.0% | $12.96万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $105.78万 | 0.03% | 5,891 | -69 | -1.2% | -$1.24万 | 减仓 |
| FAST | FASTENAL CO | $106.78万 | 0.03% | 22,232 | -1,762 | -7.3% | -$8.46万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $106.94万 | 0.03% | 6,259 | 6,259 | — | $106.94万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $107.61万 | 0.03% | 23,510 | -582 | -2.4% | -$2.66万 | 减仓 |
| GOVT | ISHARES TR | $108.02万 | 0.03% | 47,418 | 3,058 | 6.9% | $6.97万 | 加仓 |
| — | D. BORAL ARC ACQ I CORP. | $108.47万 | 0.03% | 103,995 | 103,995 | — | $108.47万 | 新建仓 |
| EDV | VANGUARD WORLD FD | $109.11万 | 0.03% | 16,765 | -5,271 | -23.9% | -$34.30万 | 减仓 |
| IQLT | ISHARES TR | $109.57万 | 0.03% | 22,114 | 520 | 2.4% | $2.58万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $110.02万 | 0.03% | 16,564 | -31 | -0.2% | -$2,059 | 减仓 |
| MGV | VANGUARD WORLD FD | $111.36万 | 0.04% | 6,813 | 1,092 | 19.1% | $17.85万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $111.39万 | 0.04% | 13,659 | -4,200 | -23.5% | -$34.25万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $112.16万 | 0.04% | 193,049 | 193,049 | — | $112.16万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $113.55万 | 0.04% | 25,528 | 1,009 | 4.1% | $4.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $113.99万 | 0.04% | 20,182 | 2,995 | 17.4% | $16.92万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $114.20万 | 0.04% | 22,415 | 17,521 | 358.0% | $89.27万 | 加仓 |
| EMR | EMERSON ELEC CO | $114.39万 | 0.04% | 7,991 | 2,925 | 57.7% | $41.87万 | 加仓 |
| DVA | DAVITA INC | $114.87万 | 0.04% | 5,163 | 120 | 2.4% | $2.67万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $115.61万 | 0.04% | 31,449 | 11,668 | 59.0% | $42.89万 | 加仓 |
| OUSM | ALPS ETF TR | $115.72万 | 0.04% | 24,351 | 657 | 2.8% | $3.12万 | 加仓 |
| CLS | CELESTICA INC | $115.79万 | 0.04% | 3,174 | 721 | 29.4% | $26.30万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $117.66万 | 0.04% | 28,230 | -400 | -1.4% | -$1.67万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.37万 | 0.04% | 5,286 | 1,117 | 26.8% | $25.01万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $119.69万 | 0.04% | 13,123 | -6 | -0.0% | -$547 | 减仓 |
| EXI | ISHARES TR | $120.70万 | 0.04% | 6,020 | 2,981 | 98.1% | $59.77万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $121.81万 | 0.04% | 23,273 | 10,252 | 78.7% | $53.66万 | 加仓 |
| SGOV | ISHARES TR | $121.90万 | 0.04% | 12,109 | -208 | -1.7% | -$2.09万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $122.20万 | 0.04% | 36,709 | -715 | -1.9% | -$2.38万 | 减仓 |
| DIVB | ISHARES TR | $122.71万 | 0.04% | 19,921 | 1,793 | 9.9% | $11.04万 | 加仓 |
| TJX | TJX COS INC NEW | $122.87万 | 0.04% | 8,110 | -161 | -1.9% | -$2.44万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $122.96万 | 0.04% | 18,957 | 97 | 0.5% | $6,291 | 加仓 |
| PAVE | GLOBAL X FDS | $123.01万 | 0.04% | 20,878 | 1,468 | 7.6% | $8.65万 | 加仓 |
| IUSG | ISHARES TR | $123.73万 | 0.04% | 6,578 | 130 | 2.0% | $2.45万 | 加仓 |
| LOW | LOWES COS INC | $124.47万 | 0.04% | 5,645 | -299 | -5.0% | -$6.59万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $124.74万 | 0.04% | 3,518 | -55 | -1.5% | -$1.95万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $126.37万 | 0.04% | 10,002 | 4,424 | 79.3% | $55.89万 | 加仓 |
| DGRW | WISDOMTREE TR | $128.59万 | 0.04% | 13,448 | 6,221 | 86.1% | $59.49万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $128.82万 | 0.04% | 29,540 | -1,853 | -5.9% | -$8.08万 | 减仓 |
| RXI | ISHARES TR | $130.04万 | 0.04% | 6,739 | -85 | -1.2% | -$1.64万 | 减仓 |
| ARKK | ARK ETF TR | $130.17万 | 0.04% | 16,107 | -274 | -1.7% | -$2.21万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $132.10万 | 0.04% | 14,316 | 414 | 3.0% | $3.82万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $133.47万 | 0.04% | 5,493 | 685 | 14.2% | $16.64万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $133.50万 | 0.04% | 35,761 | 11,069 | 44.8% | $41.32万 | 加仓 |
| AIQ | GLOBAL X FDS | $133.80万 | 0.04% | 20,393 | -1,199 | -5.6% | -$7.87万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $134.47万 | 0.04% | 63,849 | -1,380 | -2.1% | -$2.91万 | 减仓 |
| ISCG | ISHARES TR | $134.70万 | 0.04% | 20,553 | -222 | -1.1% | -$1.45万 | 减仓 |
| ARTY | ISHARES TR | $135.39万 | 0.04% | 17,777 | 9,831 | 123.7% | $74.87万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $135.39万 | 0.04% | 14,301 | -102 | -0.7% | -$9,657 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $136.27万 | 0.04% | 16,404 | -1,611 | -8.9% | -$13.38万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $138.80万 | 0.04% | 14,385 | 318 | 2.3% | $3.07万 | 加仓 |
| IYM | ISHARES TR | $139.85万 | 0.04% | 7,790 | -306 | -3.8% | -$5.49万 | 减仓 |
| NVS | NOVARTIS AG | $140.04万 | 0.04% | 8,936 | 1,452 | 19.4% | $22.75万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $141.24万 | 0.04% | 3,987 | 150 | 3.9% | $5.31万 | 加仓 |
| CMI | CUMMINS INC | $142.50万 | 0.05% | 1,998 | 82 | 4.3% | $5.85万 | 加仓 |
| PULS | PGIM ETF TR | $144.45万 | 0.05% | 29,152 | -741 | -2.5% | -$3.67万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $144.52万 | 0.05% | 16,040 | -320 | -2.0% | -$2.88万 | 减仓 |
| ASML | ASML HLDG NV | $146.38万 | 0.05% | 736 | 124 | 20.3% | $24.66万 | 加仓 |
| DON | WISDOMTREE TR | $146.42万 | 0.05% | 25,905 | 961 | 3.9% | $5.43万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $147.06万 | 0.05% | 9,673 | 92 | 1.0% | $1.40万 | 加仓 |
| IREN | IREN LIMITED | $147.84万 | 0.05% | 32,328 | -4,202 | -11.5% | -$19.22万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $147.85万 | 0.05% | 12,524 | 2,304 | 22.5% | $27.20万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $148.75万 | 0.05% | 6,042 | -919 | -13.2% | -$22.63万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $149.40万 | 0.05% | 2,339 | -961 | -29.1% | -$61.38万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $149.86万 | 0.05% | 16,421 | 154 | 0.9% | $1.41万 | 加仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $150.28万 | 0.05% | 42,954 | 7,006 | 19.5% | $24.51万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $152.08万 | 0.05% | 24,801 | -174 | -0.7% | -$1.07万 | 减仓 |
| IWS | ISHARES TR | $152.45万 | 0.05% | 9,262 | 85 | 0.9% | $1.40万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $153.07万 | 0.05% | 12,021 | 356 | 3.1% | $4.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $153.51万 | 0.05% | 6,235 | -4,308 | -40.9% | -$106.07万 | 减仓 |
| ECL | ECOLAB INC | $153.53万 | 0.05% | 5,511 | 260 | 5.0% | $7.24万 | 加仓 |
| — | COLUMBUS ACQUISITION CORP | $155.93万 | 0.05% | 146,416 | 146,416 | — | $155.93万 | 新建仓 |
| ITA | ISHARES TR | $158.47万 | 0.05% | 6,537 | -1,625 | -19.9% | -$39.39万 | 减仓 |