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 |
|---|---|---|---|---|---|---|---|---|
| BUFD | FIRST TR EXCHNG TRADED FD VI | $274.38万 | 0.09% | 92,320 | -563 | -0.6% | -$1.67万 | 减仓 |
| BLK | BLACKROCK INC | $278.25万 | 0.09% | 2,894 | 147 | 5.4% | $14.13万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $278.37万 | 0.09% | 136,692 | 4,351 | 3.3% | $8.86万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $282.68万 | 0.09% | 9,490 | -7,467 | -44.0% | -$222.42万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $285.20万 | 0.09% | 5,598 | -1,399 | -20.0% | -$71.27万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $286.17万 | 0.09% | 47,465 | 2,009 | 4.4% | $12.11万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $287.59万 | 0.09% | 56,712 | 5,891 | 11.6% | $29.87万 | 加仓 |
| DIS | DISNEY WALT CO | $292.70万 | 0.09% | 30,411 | -722 | -2.3% | -$6.95万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $293.53万 | 0.09% | 33,723 | 2,036 | 6.4% | $17.72万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $293.60万 | 0.09% | 149,681 | 3,431 | 2.3% | $6.73万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $298.45万 | 0.09% | 15,104 | 333 | 2.3% | $6.58万 | 加仓 |
| PEP | PEPSICO INC | $302.76万 | 0.10% | 22,360 | 509 | 2.3% | $6.89万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $305.05万 | 0.10% | 90,064 | -40,390 | -31.0% | -$136.80万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $305.35万 | 0.10% | 103,859 | 6,560 | 6.7% | $19.29万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $305.36万 | 0.10% | 60,466 | 4,188 | 7.4% | $21.15万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $307.69万 | 0.10% | 26,236 | 15,454 | 143.3% | $181.24万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $309.58万 | 0.10% | 13,281 | 50 | 0.4% | $1.17万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $309.72万 | 0.10% | 8,469 | 47 | 0.6% | $1.72万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $314.69万 | 0.10% | 36,737 | -14 | -0.0% | -$1,199 | 减仓 |
| DOL | WISDOMTREE TR | $317.27万 | 0.10% | 42,664 | -308 | -0.7% | -$2.29万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $320.21万 | 0.10% | 20,402 | 1,427 | 7.5% | $22.40万 | 加仓 |
| UTES | ETFIS SER TR I | $320.70万 | 0.10% | 39,234 | 299 | 0.8% | $2.44万 | 加仓 |
| ADI | ANALOG DEVICES INC | $321.01万 | 0.10% | 8,083 | 242 | 3.1% | $9.61万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $322.28万 | 0.10% | 22,286 | -56 | -0.3% | -$8,098 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $322.60万 | 0.10% | 44,632 | -375 | -0.8% | -$2.71万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $322.60万 | 0.10% | 165,225 | 1,442 | 0.9% | $2.82万 | 加仓 |
| C | CITIGROUP INC | $322.70万 | 0.10% | 23,057 | 78 | 0.3% | $1.09万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $326.64万 | 0.10% | 30,385 | 375 | 1.2% | $4.03万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $328.64万 | 0.10% | 95,898 | 95,898 | — | $328.64万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $330.47万 | 0.10% | 51,236 | 39,256 | 327.7% | $253.20万 | 加仓 |
| CSHI | NEOS ETF TRUST | $331.16万 | 0.10% | 66,484 | -11,097 | -14.3% | -$55.27万 | 减仓 |
| EEM | ISHARES TR | $332.56万 | 0.11% | 48,612 | -2,211 | -4.4% | -$15.13万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $332.99万 | 0.11% | 52,152 | 2,304 | 4.6% | $14.71万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $337.66万 | 0.11% | 153,869 | 24,823 | 19.2% | $54.47万 | 加仓 |
| IXUS | ISHARES TR | $338.39万 | 0.11% | 35,456 | -810 | -2.2% | -$7.73万 | 减仓 |
| IXN | ISHARES TR | $340.19万 | 0.11% | 23,546 | -6,743 | -22.3% | -$97.42万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $340.50万 | 0.11% | 25,554 | 1,400 | 5.8% | $18.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $341.19万 | 0.11% | 46,477 | 426 | 0.9% | $3.13万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $345.35万 | 0.11% | 320,063 | -15,231 | -4.5% | -$16.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $348.22万 | 0.11% | 7,291 | -383 | -5.0% | -$18.29万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $363.25万 | 0.11% | 65,367 | 8,277 | 14.5% | $46.00万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $364.87万 | 0.12% | 44,162 | 1,880 | 4.4% | $15.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $366.56万 | 0.12% | 8,459 | 1,437 | 20.5% | $62.27万 | 加仓 |
| IWR | ISHARES TR | $369.29万 | 0.12% | 33,475 | -469 | -1.4% | -$5.17万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $369.39万 | 0.12% | 8,888 | -586 | -6.2% | -$24.35万 | 减仓 |
| GEV | GE VERNOVA INC | $370.70万 | 0.12% | 3,155 | 571 | 22.1% | $67.09万 | 加仓 |
| BA | BOEING CO | $372.48万 | 0.12% | 17,207 | -3,717 | -17.8% | -$80.46万 | 减仓 |
| VHT | VANGUARD WORLD FD | $373.15万 | 0.12% | 12,479 | 325 | 2.7% | $9.72万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.12% | 5 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $374.52万 | 0.12% | 92,281 | 8,304 | 9.9% | $33.70万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $374.70万 | 0.12% | 70,551 | -27,852 | -28.3% | -$147.92万 | 减仓 |
| ITOT | ISHARES TR | $375.60万 | 0.12% | 22,865 | -651 | -2.8% | -$10.69万 | 减仓 |
| VFH | VANGUARD WORLD FD | $382.07万 | 0.12% | 29,033 | -2,430 | -7.7% | -$31.98万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $384.33万 | 0.12% | 21,244 | 66 | 0.3% | $1.19万 | 加仓 |
| TLT | ISHARES TR | $390.70万 | 0.12% | 45,209 | -2,045 | -4.3% | -$17.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $391.27万 | 0.12% | 67,905 | 361 | 0.5% | $2.08万 | 加仓 |
| HDV | ISHARES TR | $392.86万 | 0.12% | 143,326 | 3,081 | 2.2% | $8.45万 | 加仓 |
| LIN | LINDE PLC | $399.59万 | 0.13% | 7,700 | 3,651 | 90.2% | $189.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $401.88万 | 0.13% | 56,404 | 941 | 1.7% | $6.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $404.26万 | 0.13% | 13,337 | 2,021 | 17.9% | $61.26万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $406.81万 | 0.13% | 79,299 | 4,825 | 6.5% | $24.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $410.04万 | 0.13% | 49,611 | 1,040 | 2.1% | $8.60万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $410.15万 | 0.13% | 80,690 | 19,353 | 31.6% | $98.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $410.39万 | 0.13% | 46,757 | 1,155 | 2.5% | $10.14万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $414.89万 | 0.13% | 138,297 | 1,965 | 1.4% | $5.89万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $417.90万 | 0.13% | 153,921 | 120,731 | 363.8% | $327.79万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $419.49万 | 0.13% | 95,275 | -3,161 | -3.2% | -$13.92万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $420.56万 | 0.13% | 52,961 | 3,681 | 7.5% | $29.23万 | 加仓 |
| NOW | SERVICENOW INC | $421.34万 | 0.13% | 42,440 | 2,899 | 7.3% | $28.78万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $425.76万 | 0.13% | 47,385 | 2,272 | 5.0% | $20.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $430.44万 | 0.14% | 52,086 | 3,660 | 7.6% | $30.25万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $431.67万 | 0.14% | 111,860 | 2,666 | 2.4% | $10.29万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $443.93万 | 0.14% | 85,734 | 7,976 | 10.3% | $41.30万 | 加仓 |
| OEF | ISHARES TR | $444.43万 | 0.14% | 12,147 | -157 | -1.3% | -$5.74万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $447.24万 | 0.14% | 12,068 | 419 | 3.6% | $15.53万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $447.59万 | 0.14% | 41,022 | 5,009 | 13.9% | $54.65万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $449.94万 | 0.14% | 41,999 | 987 | 2.4% | $10.57万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $450.33万 | 0.14% | 75,395 | -4,736 | -5.9% | -$28.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $456.27万 | 0.14% | 39,108 | -21,962 | -36.0% | -$256.23万 | 减仓 |
| XAR | SPDR SERIES TRUST | $457.95万 | 0.14% | 16,137 | 1,665 | 11.5% | $47.25万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $459.24万 | 0.15% | 88,316 | 51 | 0.1% | $2,652 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $464.63万 | 0.15% | 77,840 | 8,717 | 12.6% | $52.03万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $469.42万 | 0.15% | 113,744 | 55,210 | 94.3% | $227.85万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $469.78万 | 0.15% | 49,755 | 1,270 | 2.6% | $11.99万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $470.11万 | 0.15% | 39,462 | 3,383 | 9.4% | $40.30万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $470.49万 | 0.15% | 118,200 | -1,500 | -1.3% | -$5.97万 | 减仓 |
| NFLX | NETFLIX INC. | $473.07万 | 0.15% | 66,257 | 747 | 1.1% | $5.33万 | 加仓 |
| IOO | ISHARES TR | $475.48万 | 0.15% | 34,808 | 855 | 2.5% | $11.68万 | 加仓 |
| MOAT | VANECK ETF TRUST | $477.39万 | 0.15% | 45,920 | -4,234 | -8.4% | -$44.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $479.83万 | 0.15% | 95,223 | 12,603 | 15.3% | $63.51万 | 加仓 |
| MCK | MCKESSON CORP | $481.50万 | 0.15% | 6,372 | 1,210 | 23.4% | $91.43万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $482.94万 | 0.15% | 111,947 | -930 | -0.8% | -$4.01万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $485.82万 | 0.15% | 43,342 | -7 | -0.0% | -$785 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $487.01万 | 0.15% | 292,589 | 5,960 | 2.1% | $9.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $488.79万 | 0.15% | 154,144 | 10,646 | 7.4% | $33.76万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $493.63万 | 0.16% | 105,320 | 12,746 | 13.8% | $59.74万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $494.32万 | 0.16% | 163,844 | -7,278 | -4.3% | -$21.96万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $494.74万 | 0.16% | 25,801 | 5,669 | 28.2% | $108.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $496.24万 | 0.16% | 9,662 | -603 | -5.9% | -$30.97万 | 减仓 |
| MCD | MCDONALDS CORP | $498.00万 | 0.16% | 18,423 | 392 | 2.2% | $10.60万 | 加仓 |