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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $296.40万 | 0.11% | 11,316 | 1,936 | 20.6% | $50.71万 | 加仓 |
| DIS | DISNEY WALT CO | $300.06万 | 0.11% | 31,133 | 673 | 2.2% | $6.49万 | 加仓 |
| IXN | ISHARES TR | $302.80万 | 0.11% | 30,289 | 7,055 | 30.4% | $70.53万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $306.51万 | 0.11% | 61,337 | 2,909 | 5.0% | $14.54万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $310.34万 | 0.11% | 143,877 | -12,791 | -8.2% | -$27.59万 | 减仓 |
| UTES | ETFIS SER TR I | $311.09万 | 0.12% | 38,935 | 2,231 | 6.1% | $17.83万 | 加仓 |
| IXUS | ISHARES TR | $314.22万 | 0.12% | 36,266 | -2,372 | -6.1% | -$20.55万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $319.87万 | 0.12% | 163,783 | 9,273 | 6.0% | $18.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $322.34万 | 0.12% | 9,541 | 2,158 | 29.2% | $72.91万 | 加仓 |
| COP | CONOCOPHILLIPS | $322.43万 | 0.12% | 24,426 | -6,942 | -22.1% | -$91.64万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $329.33万 | 0.12% | 20,132 | -1,059 | -5.0% | -$17.32万 | 减仓 |
| IWR | ISHARES TR | $330.05万 | 0.12% | 33,944 | -1,289 | -3.7% | -$12.53万 | 减仓 |
| VHT | VANGUARD WORLD FD | $331.02万 | 0.12% | 12,154 | 1,212 | 11.1% | $33.01万 | 加仓 |
| ITOT | ISHARES TR | $334.94万 | 0.12% | 23,516 | -749 | -3.1% | -$10.67万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $339.12万 | 0.13% | 46,051 | -4,504 | -8.9% | -$33.17万 | 减仓 |
| PEP | PEPSICO INC | $339.34万 | 0.13% | 21,851 | 1,840 | 9.2% | $28.57万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $340.45万 | 0.13% | 83,977 | 10,618 | 14.5% | $43.05万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $340.62万 | 0.13% | 36,013 | 2,096 | 6.2% | $19.82万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $345.35万 | 0.13% | 335,294 | 31,905 | 10.5% | $32.86万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $348.60万 | 0.13% | 36,079 | 4,821 | 15.4% | $46.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $350.16万 | 0.13% | 21,178 | -5,001 | -19.1% | -$82.69万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $353.59万 | 0.13% | 49,280 | 2,651 | 5.7% | $19.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $355.41万 | 0.13% | 55,463 | -26,690 | -32.5% | -$171.03万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.13% | 5 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $364.77万 | 0.14% | 77,758 | 2,557 | 3.4% | $11.99万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $366.03万 | 0.14% | 74,474 | 3,188 | 4.5% | $15.67万 | 加仓 |
| XAR | SPDR SERIES TRUST | $367.58万 | 0.14% | 14,472 | 13,561 | 1,488.6% | $344.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $373.61万 | 0.14% | 69,123 | 45,899 | 197.6% | $248.09万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $377.16万 | 0.14% | 82,620 | 964 | 1.2% | $4.40万 | 加仓 |
| VFH | VANGUARD WORLD FD | $380.11万 | 0.14% | 31,463 | 1,690 | 5.7% | $20.42万 | 加仓 |
| HDV | ISHARES TR | $380.69万 | 0.14% | 28,049 | 9,650 | 52.4% | $130.97万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $381.01万 | 0.14% | 11,649 | -1,165 | -9.1% | -$38.10万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $381.31万 | 0.14% | 88,265 | -13,050 | -12.9% | -$56.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $385.52万 | 0.14% | 48,426 | 1,105 | 2.3% | $8.80万 | 加仓 |
| CSHI | NEOS ETF TRUST | $386.20万 | 0.14% | 77,581 | -8,419 | -9.8% | -$41.91万 | 减仓 |
| OEF | ISHARES TR | $391.37万 | 0.15% | 12,304 | -409 | -3.2% | -$13.01万 | 减仓 |
| HEDG | SERIES PORTFOLIOS TR | $395.09万 | 0.15% | 136,332 | 10,478 | 8.3% | $30.37万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $401.92万 | 0.15% | 98,436 | -8,215 | -7.7% | -$33.54万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $401.93万 | 0.15% | 48,571 | 3,018 | 6.6% | $24.97万 | 加仓 |
| TLT | ISHARES TR | $409.65万 | 0.15% | 47,254 | -94,563 | -66.7% | -$819.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $409.66万 | 0.15% | 67,544 | -22,632 | -25.1% | -$137.26万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $410.47万 | 0.15% | 48,485 | 4,500 | 10.2% | $38.10万 | 加仓 |
| IOO | ISHARES TR | $410.73万 | 0.15% | 33,953 | 433 | 1.3% | $5.24万 | 加仓 |
| NOW | SERVICENOW INC | $413.41万 | 0.15% | 39,541 | 15,291 | 63.1% | $159.87万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $415.99万 | 0.15% | 43,349 | 843 | 2.0% | $8.09万 | 加仓 |
| BA | BOEING CO | $416.45万 | 0.15% | 20,924 | -982 | -4.5% | -$19.54万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $419.75万 | 0.16% | 82,938 | 50,498 | 155.7% | $255.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $422.90万 | 0.16% | 6,997 | 958 | 15.9% | $57.90万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $423.45万 | 0.16% | 130,454 | 46,352 | 55.1% | $150.46万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $423.55万 | 0.16% | 45,602 | -2,811 | -5.8% | -$26.11万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $433.53万 | 0.16% | 92,574 | 22,327 | 31.8% | $104.56万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $435.58万 | 0.16% | 149,530 | 4,257 | 2.9% | $12.40万 | 加仓 |
| BAC | BANK AMERICA CORP | $438.17万 | 0.16% | 89,881 | 2,996 | 3.4% | $14.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $440.25万 | 0.16% | 143,498 | 6,644 | 4.9% | $20.38万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $443.13万 | 0.16% | 119,700 | 119,700 | — | $443.13万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $445.07万 | 0.16% | 112,877 | -6,059 | -5.1% | -$23.89万 | 减仓 |
| MTUM | ISHARES TR | $446.31万 | 0.17% | 18,596 | -5,613 | -23.2% | -$134.71万 | 减仓 |
| MCK | MCKESSON CORP | $446.73万 | 0.17% | 5,162 | 1,469 | 39.8% | $127.13万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $454.67万 | 0.17% | 41,012 | -3,866 | -8.6% | -$42.86万 | 减仓 |
| GE | GE AEROSPACE | $457.26万 | 0.17% | 16,113 | -2,428 | -13.1% | -$68.90万 | 减仓 |
| UNP | UNION PAC CORP | $458.32万 | 0.17% | 18,890 | 61 | 0.3% | $1.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $466.70万 | 0.17% | 31,832 | -24,866 | -43.9% | -$364.57万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $479.03万 | 0.18% | 80,131 | -99,452 | -55.4% | -$594.53万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $479.22万 | 0.18% | 286,629 | 286,629 | — | $479.22万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $481.59万 | 0.18% | 104,944 | -133,688 | -56.0% | -$613.50万 | 减仓 |
| PWR | QUANTA SVCS INC | $482.42万 | 0.18% | 8,787 | -91 | -1.0% | -$5.00万 | 减仓 |
| MOAT | VANECK ETF TRUST | $485.00万 | 0.18% | 50,154 | -10,667 | -17.5% | -$103.15万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $486.78万 | 0.18% | 44,064 | -1,717 | -3.8% | -$18.97万 | 减仓 |
| REGL | PROSHARES TR | $489.90万 | 0.18% | 56,694 | 11,861 | 26.5% | $102.49万 | 加仓 |
| IBB | ISHARES TR | $490.64万 | 0.18% | 29,057 | -41,971 | -59.1% | -$708.70万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $491.00万 | 0.18% | 263,126 | 13,701 | 5.5% | $25.57万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $491.92万 | 0.18% | 109,194 | -465 | -0.4% | -$2.09万 | 减仓 |
| IDEV | ISHARES TR | $496.64万 | 0.18% | 59,428 | -2,427 | -3.9% | -$20.28万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $506.90万 | 0.19% | 47,201 | -884 | -1.8% | -$9.49万 | 减仓 |
| WELL | WELLTOWER INC | $510.52万 | 0.19% | 25,821 | 3,636 | 16.4% | $71.89万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $511.53万 | 0.19% | 22,196 | -3,217 | -12.7% | -$74.14万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $512.94万 | 0.19% | 10,265 | 251 | 2.5% | $12.54万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $520.39万 | 0.19% | 79,522 | 32,031 | 67.4% | $209.61万 | 加仓 |
| IWP | ISHARES TR | $520.84万 | 0.19% | 40,652 | 3,209 | 8.6% | $41.11万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $524.16万 | 0.19% | 25,823 | -736 | -2.8% | -$14.94万 | 减仓 |
| DLN | WISDOMTREE TR | $525.18万 | 0.19% | 58,791 | 2,817 | 5.0% | $25.16万 | 加仓 |
| IMCB | ISHARES TR | $529.20万 | 0.20% | 63,430 | -700 | -1.1% | -$5.84万 | 减仓 |
| HD | HOME DEPOT INC | $529.68万 | 0.20% | 16,105 | -4,847 | -23.1% | -$159.41万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $530.26万 | 0.20% | 97,292 | 4,942 | 5.4% | $26.93万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $539.61万 | 0.20% | 106,149 | -4,993 | -4.5% | -$25.38万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $543.53万 | 0.20% | 75,564 | -10,180 | -11.9% | -$73.22万 | 减仓 |
| ORCL | ORACLE CORP | $553.29万 | 0.21% | 37,610 | 9,840 | 35.4% | $144.76万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $554.74万 | 0.21% | 65,149 | 4,458 | 7.3% | $37.96万 | 加仓 |
| KO | COCA COLA CO | $557.62万 | 0.21% | 73,322 | -2,792 | -3.7% | -$21.23万 | 减仓 |
| MCD | MCDONALDS CORP | $560.40万 | 0.21% | 18,031 | -4,433 | -19.7% | -$137.78万 | 减仓 |
| CAT | CATERPILLAR INC | $567.36万 | 0.21% | 8,008 | 697 | 9.5% | $49.38万 | 加仓 |
| PSX | PHILLIPS 66 | $571.80万 | 0.21% | 31,386 | -2,435 | -7.2% | -$44.36万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $580.26万 | 0.21% | 136,403 | 7,552 | 5.9% | $32.13万 | 加仓 |
| QDPL | PACER FDS TR | $582.99万 | 0.22% | 145,244 | -15,157 | -9.4% | -$60.84万 | 减仓 |
| EMXC | ISHARES INC | $583.56万 | 0.22% | 74,188 | 74,188 | — | $583.56万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $588.37万 | 0.22% | 101,128 | 60,143 | 146.7% | $349.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $600.56万 | 0.22% | 108,170 | 25,051 | 30.1% | $139.08万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $602.82万 | 0.22% | 98,403 | -45,543 | -31.6% | -$279.00万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $604.19万 | 0.22% | 128,503 | 11,246 | 9.6% | $52.88万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $606.46万 | 0.22% | 171,122 | 171,122 | — | $606.46万 | 新建仓 |