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 |
|---|---|---|---|---|---|---|---|---|
| AIG | AMERICAN INTL GROUP INC | $158.64万 | 0.05% | 21,285 | -120 | -0.6% | -$8,944 | 减仓 |
| QQQI | NEOS ETF TRUST | $161.05万 | 0.05% | 28,359 | 4,151 | 17.1% | $23.57万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $161.16万 | 0.05% | 33,196 | 7,843 | 30.9% | $38.08万 | 加仓 |
| IXG | ISHARES TR | $162.33万 | 0.05% | 13,038 | 2,101 | 19.2% | $26.16万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $162.46万 | 0.05% | 1,893 | 110 | 6.2% | $9.44万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $163.49万 | 0.05% | 8,742 | 86 | 1.0% | $1.61万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $163.62万 | 0.05% | 3,792 | -861 | -18.5% | -$37.15万 | 减仓 |
| QGRW | WISDOMTREE TR | $164.35万 | 0.05% | 24,889 | -3,019 | -10.8% | -$19.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $165.19万 | 0.05% | 21,876 | -7 | -0.0% | -$529 | 减仓 |
| IXJ | ISHARES TR | $166.47万 | 0.05% | 16,921 | 4,560 | 36.9% | $44.86万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $167.53万 | 0.05% | 37,346 | 840 | 2.3% | $3.77万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $168.21万 | 0.05% | 17,062 | 2,080 | 13.9% | $20.51万 | 加仓 |
| INFQ | INFLEQTION INC | $168.56万 | 0.05% | 126,550 | -5,454 | -4.1% | -$7.26万 | 减仓 |
| NLR | VANECK ETF TRUST | $169.60万 | 0.05% | 14,623 | 771 | 5.6% | $8.94万 | 加仓 |
| SOXX | ISHARES TR | $171.81万 | 0.05% | 2,681 | 126 | 4.9% | $8.07万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $171.97万 | 0.05% | 80,739 | -776 | -1.0% | -$1.65万 | 减仓 |
| GM | GENERAL MTRS CO | $172.33万 | 0.05% | 22,358 | 942 | 4.4% | $7.26万 | 加仓 |
| TBIL | RBB FD INC | $173.01万 | 0.05% | 34,700 | 10,425 | 42.9% | $51.98万 | 加仓 |
| SNDK | SANDISK CORP | $173.74万 | 0.05% | 764 | 764 | — | $173.74万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $175.61万 | 0.06% | 36,808 | 1,995 | 5.7% | $9.52万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $179.29万 | 0.06% | 2,136 | 73 | 3.5% | $6.13万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $179.38万 | 0.06% | 36,034 | -567 | -1.5% | -$2.82万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $179.91万 | 0.06% | 36,972 | -3,428 | -8.5% | -$16.68万 | 减仓 |
| CRM | SALESFORCE INC | $182.27万 | 0.06% | 11,635 | -1,705 | -12.8% | -$26.71万 | 减仓 |
| DVY | ISHARES TR | $182.47万 | 0.06% | 11,674 | 579 | 5.2% | $9.05万 | 加仓 |
| MDT | MEDTRONIC PLC | $182.86万 | 0.06% | 23,375 | 2,998 | 14.7% | $23.45万 | 加仓 |
| AGG | ISHARES TR | $182.89万 | 0.06% | 18,478 | 53 | 0.3% | $5,246 | 加仓 |
| WRBY | WARBY PARKER INC | $182.96万 | 0.06% | 60,303 | 24,553 | 68.7% | $74.49万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $185.01万 | 0.06% | 80,125 | -779 | -1.0% | -$1.80万 | 减仓 |
| ILCG | ISHARES TR | $186.47万 | 0.06% | 15,935 | 110 | 0.7% | $1.29万 | 加仓 |
| T | AT&T INC | $186.75万 | 0.06% | 90,218 | 4,557 | 5.3% | $9.43万 | 加仓 |
| PFE | PFIZER INC | $188.07万 | 0.06% | 78,104 | -15,786 | -16.8% | -$38.01万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $188.42万 | 0.06% | 46,005 | 2,952 | 6.9% | $12.09万 | 加仓 |
| HEFA | ISHARES TR | $189.67万 | 0.06% | 40,420 | 9,431 | 30.4% | $44.26万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $190.63万 | 0.06% | 25,430 | 235 | 0.9% | $1.76万 | 加仓 |
| COWZ | PACER FDS TR | $190.78万 | 0.06% | 30,672 | 3,792 | 14.1% | $23.59万 | 加仓 |
| NOBL | PROSHARES TR | $192.06万 | 0.06% | 34,198 | -1,164 | -3.3% | -$6.54万 | 减仓 |
| GCOW | PACER FDS TR | $195.23万 | 0.06% | 45,089 | 2,295 | 5.4% | $9.94万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $197.10万 | 0.06% | 37,294 | 37,294 | — | $197.10万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $197.50万 | 0.06% | 39,908 | 1,780 | 4.7% | $8.81万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $201.92万 | 0.06% | 33,935 | 2,609 | 8.3% | $15.52万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $202.75万 | 0.06% | 11,477 | -835 | -6.8% | -$14.75万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $203.13万 | 0.06% | 39,615 | 1,030 | 2.7% | $5.28万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $203.54万 | 0.06% | 50,071 | -869 | -1.7% | -$3.53万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $204.81万 | 0.06% | 100,272 | -12,194 | -10.8% | -$24.91万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $205.38万 | 0.06% | 81,921 | -7,275 | -8.2% | -$18.24万 | 减仓 |
| AMLP | ALPS ETF TR | $207.38万 | 0.07% | 39,997 | -697 | -1.7% | -$3.61万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $207.44万 | 0.07% | 55,303 | 222 | 0.4% | $8,327 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $207.95万 | 0.07% | 44,057 | -6,731 | -13.3% | -$31.77万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $211.06万 | 0.07% | 66,454 | -645 | -1.0% | -$2.05万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $211.94万 | 0.07% | 12,476 | 459 | 3.8% | $7.80万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $213.14万 | 0.07% | 23,179 | 3,529 | 18.0% | $32.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $213.15万 | 0.07% | 7,151 | 2,336 | 48.5% | $69.63万 | 加仓 |
| XT | ISHARES TR | $213.15万 | 0.07% | 25,796 | -1,055 | -3.9% | -$8.72万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $213.21万 | 0.07% | 85,181 | 6,705 | 8.5% | $16.78万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $215.00万 | 0.07% | 2,198 | -35 | -1.6% | -$3.42万 | 减仓 |
| CME | CME GROUP INC | $215.82万 | 0.07% | 9,773 | 63 | 0.6% | $1.39万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $216.72万 | 0.07% | 74,707 | -6,079 | -7.5% | -$17.64万 | 减仓 |
| ET | ENERGY TRANSFER L P | $218.29万 | 0.07% | 114,168 | 31,802 | 38.6% | $60.81万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $220.64万 | 0.07% | 8,884 | 429 | 5.1% | $10.65万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $224.43万 | 0.07% | 49,958 | 7,850 | 18.6% | $35.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $226.49万 | 0.07% | 28,659 | 674 | 2.4% | $5.33万 | 加仓 |
| HELE | HELEN OF TROY LTD | $227.30万 | 0.07% | 78,189 | -14,044 | -15.2% | -$40.83万 | 减仓 |
| EFA | ISHARES TR | $227.43万 | 0.07% | 21,894 | 3,692 | 20.3% | $38.35万 | 加仓 |
| SO | SOUTHERN CO | $227.82万 | 0.07% | 23,803 | 284 | 1.2% | $2.72万 | 加仓 |
| SHAZ | SHARONAI HOLDINGS INC | $228.41万 | 0.07% | 26,980 | 26,980 | — | $228.41万 | 新建仓 |
| ALL | ALLSTATE CORP | $228.71万 | 0.07% | 9,612 | -2,131 | -18.1% | -$50.70万 | 减仓 |
| PFFD | GLOBAL X FDS | $229.22万 | 0.07% | 122,640 | -2,909 | -2.3% | -$5.44万 | 减仓 |
| KLAC | KLA CORP | $230.07万 | 0.07% | 7,626 | 3,406 | 80.7% | $102.76万 | 加仓 |
| IYH | ISHARES TR | $230.26万 | 0.07% | 34,361 | 291 | 0.9% | $1.95万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $235.94万 | 0.07% | 52,901 | 9,758 | 22.6% | $43.52万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $240.54万 | 0.08% | 94,036 | 2,313 | 2.5% | $5.92万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $241.32万 | 0.08% | 8,469 | -63 | -0.7% | -$1.80万 | 减仓 |
| AMGN | AMGEN INC | $242.31万 | 0.08% | 6,692 | -171 | -2.5% | -$6.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $242.40万 | 0.08% | 29,439 | 410 | 1.4% | $3.38万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $243.51万 | 0.08% | 113,789 | -30,088 | -20.9% | -$64.39万 | 减仓 |
| O | REALTY INCOME CORP | $244.09万 | 0.08% | 39,395 | 3,364 | 9.3% | $20.84万 | 加仓 |
| MGK | VANGUARD WORLD FD | $244.75万 | 0.08% | 27,841 | 1,171 | 4.4% | $10.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $245.75万 | 0.08% | 15,551 | 2,092 | 15.5% | $33.06万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $246.79万 | 0.08% | 48,879 | 914 | 1.9% | $4.61万 | 加仓 |
| SMH | VANECK ETF TRUST | $247.71万 | 0.08% | 3,777 | -174 | -4.4% | -$11.41万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $249.22万 | 0.08% | 49,282 | -33,656 | -40.6% | -$170.20万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $249.72万 | 0.08% | 106,535 | 4,972 | 4.9% | $11.65万 | 加仓 |
| QCOM | QUALCOMM INC | $251.94万 | 0.08% | 13,634 | 793 | 6.2% | $14.65万 | 加仓 |
| SHY | ISHARES TR | $253.83万 | 0.08% | 30,914 | 4,266 | 16.0% | $35.03万 | 加仓 |
| — | CALAMOS ETF TR | $256.00万 | 0.08% | 92,387 | 92,387 | — | $256.00万 | 新建仓 |
| — | ISHARES TR | $257.71万 | 0.08% | 34,130 | -2,010 | -5.6% | -$15.18万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $258.24万 | 0.08% | 50,428 | 2,213 | 4.6% | $11.33万 | 加仓 |
| GLW | CORNING INC | $258.70万 | 0.08% | 10,128 | 1,477 | 17.1% | $37.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $259.96万 | 0.08% | 25,006 | 580 | 2.4% | $6.03万 | 加仓 |
| FLEX | FLEX LTD | $261.11万 | 0.08% | 16,111 | 11,906 | 283.1% | $192.96万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $262.63万 | 0.08% | 27,963 | 74 | 0.3% | $6,950 | 加仓 |
| IWB | ISHARES TR | $265.48万 | 0.08% | 6,483 | 4,175 | 180.9% | $170.97万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $266.09万 | 0.08% | 52,206 | 2,403 | 4.8% | $12.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $266.63万 | 0.08% | 5,318 | -116 | -2.1% | -$5.82万 | 减仓 |
| AIS | TIDAL TRUST III | $268.21万 | 0.08% | 31,440 | 10,150 | 47.7% | $86.59万 | 加仓 |
| IHAK | ISHARES TR | $268.32万 | 0.08% | 44,196 | 4,832 | 12.3% | $29.34万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $269.73万 | 0.09% | 78,845 | 78,845 | — | $269.73万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $273.91万 | 0.09% | 30,187 | 3,300 | 12.3% | $29.94万 | 加仓 |
| MS | MORGAN STANLEY | $274.26万 | 0.09% | 13,120 | 561 | 4.5% | $11.73万 | 加仓 |