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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $607.02万 | 0.22% | 14,236 | -968 | -6.4% | -$41.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $608.32万 | 0.23% | 42,115 | 4,946 | 13.3% | $71.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $611.74万 | 0.23% | 20,223 | -3,201 | -13.7% | -$96.83万 | 减仓 |
| IEMG | ISHARES INC | $622.21万 | 0.23% | 89,205 | -2,762 | -3.0% | -$19.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $628.02万 | 0.23% | 25,909 | -2,986 | -10.3% | -$72.38万 | 减仓 |
| RTX | RTX CORPORATION | $629.24万 | 0.23% | 32,620 | 713 | 2.2% | $13.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $629.52万 | 0.23% | 125,402 | 2,293 | 1.9% | $11.51万 | 加仓 |
| NFLX | NETFLIX INC. | $629.88万 | 0.23% | 65,510 | -14,630 | -18.3% | -$140.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $636.13万 | 0.24% | 31,270 | -2,261 | -6.7% | -$46.00万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $644.68万 | 0.24% | 29,475 | -13,908 | -32.1% | -$304.20万 | 减仓 |
| IWD | ISHARES TR | $646.82万 | 0.24% | 30,271 | 547 | 1.8% | $11.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $678.21万 | 0.25% | 27,449 | 25,896 | 1,667.5% | $639.84万 | 加仓 |
| V | VISA INC | $681.89万 | 0.25% | 22,561 | 99 | 0.4% | $2.99万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $691.18万 | 0.26% | 195,690 | -11,015 | -5.3% | -$38.91万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $694.51万 | 0.26% | 239,899 | 239,899 | — | $694.51万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $703.32万 | 0.26% | 8,313 | -1,897 | -18.6% | -$160.49万 | 减仓 |
| DXJ | WISDOMTREE TR | $719.49万 | 0.27% | 45,370 | 38,827 | 593.4% | $615.73万 | 加仓 |
| ABBV | ABBVIE INC | $720.94万 | 0.27% | 33,148 | 2,209 | 7.1% | $48.04万 | 加仓 |
| MLRG | ISHARES TR | $748.30万 | 0.28% | 83,274 | -1,640 | -1.9% | -$14.74万 | 减仓 |
| USMV | ISHARES TR | $753.73万 | 0.28% | 81,273 | 3,302 | 4.2% | $30.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $770.04万 | 0.29% | 11,036 | 177 | 1.6% | $12.35万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $771.00万 | 0.29% | 268,549 | 22,969 | 9.4% | $65.94万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $780.48万 | 0.29% | 125,721 | 53,731 | 74.6% | $333.56万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $782.63万 | 0.29% | 256,598 | 2,878 | 1.1% | $8.78万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $801.14万 | 0.30% | 451,344 | 67,248 | 17.5% | $119.37万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $812.81万 | 0.30% | 242,052 | -18,033 | -6.9% | -$60.55万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $818.49万 | 0.30% | 165,786 | 35,781 | 27.5% | $176.65万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $821.03万 | 0.30% | 17,725 | 435 | 2.5% | $20.15万 | 加仓 |
| MINT | PIMCO ETF TR | $834.58万 | 0.31% | 82,984 | -1,696 | -2.0% | -$17.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $842.67万 | 0.31% | 8,456 | -430 | -4.8% | -$42.85万 | 减仓 |
| IWM | ISHARES TR | $847.50万 | 0.31% | 34,173 | 6,030 | 21.4% | $149.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $853.24万 | 0.32% | 29,711 | 789 | 2.7% | $22.66万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $856.96万 | 0.32% | 21,950 | 8,028 | 57.7% | $313.43万 | 加仓 |
| CSX | CSX CORP | $874.27万 | 0.32% | 212,976 | 94 | 0.0% | $3,859 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $893.33万 | 0.33% | 61,070 | -7,008 | -10.3% | -$102.51万 | 减仓 |
| TE | T1 ENERGY INC | $904.22万 | 0.34% | 2,059,736 | 266,586 | 14.9% | $117.03万 | 加仓 |
| CSCO | CISCO SYS INC | $940.25万 | 0.35% | 121,182 | -12,364 | -9.3% | -$95.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $941.73万 | 0.35% | 70,860 | 19,222 | 37.2% | $255.46万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $954.25万 | 0.35% | 59,002 | -16,201 | -21.5% | -$262.02万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $983.97万 | 0.36% | 203,636 | 5,133 | 2.6% | $24.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,001.69万 | 0.37% | 31,223 | 1,264 | 4.2% | $40.55万 | 加仓 |
| MRK | MERCK & CO INC | $1,016.89万 | 0.38% | 84,536 | 1,710 | 2.1% | $20.57万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,074.52万 | 0.40% | 249,134 | -17,380 | -6.5% | -$74.96万 | 减仓 |
| WMT | WALMART INC | $1,096.39万 | 0.41% | 88,219 | -5,380 | -5.7% | -$66.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,165.15万 | 0.43% | 56,314 | 1,250 | 2.3% | $25.86万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,168.03万 | 0.43% | 347,007 | -15,080 | -4.2% | -$50.76万 | 减仓 |
| DGRO | ISHARES TR | $1,183.96万 | 0.44% | 168,704 | -379 | -0.2% | -$2.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,203.74万 | 0.45% | 49,244 | -917 | -1.8% | -$22.42万 | 减仓 |
| IVE | ISHARES TR | $1,252.50万 | 0.46% | 59,317 | -976 | -1.6% | -$20.61万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,377.11万 | 0.51% | 31,528 | -2,749 | -8.0% | -$120.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,478.30万 | 0.55% | 75,346 | 29,124 | 63.0% | $571.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,573.85万 | 0.58% | 171,742 | 137,678 | 404.2% | $1,261.68万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,573.88万 | 0.58% | 288,519 | -233,255 | -44.7% | -$1,272.41万 | 减仓 |
| QUAL | ISHARES TR | $1,584.29万 | 0.59% | 82,597 | 12,117 | 17.2% | $232.42万 | 加仓 |
| GOOG | ALPHABET INC | $1,587.23万 | 0.59% | 55,331 | -2,131 | -3.7% | -$61.13万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,622.38万 | 0.60% | 355,628 | 157,893 | 79.9% | $720.31万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,695.86万 | 0.63% | 286,365 | 7,553 | 2.7% | $44.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,718.19万 | 0.64% | 35,855 | 43 | 0.1% | $2.06万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $1,719.19万 | 0.64% | 3,312,503 | -19,113 | -0.6% | -$9.92万 | 减仓 |
| LLY | ELI LILLY & CO | $1,719.94万 | 0.64% | 18,699 | -1,386 | -6.9% | -$127.49万 | 减仓 |
| TSLA | TESLA INC | $1,741.66万 | 0.65% | 46,850 | -3,721 | -7.4% | -$138.33万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1,776.06万 | 0.66% | 455,633 | 33,502 | 7.9% | $130.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,781.43万 | 0.66% | 92,821 | 19,708 | 27.0% | $378.24万 | 加仓 |
| AVGO | BROADCOM INC | $1,797.36万 | 0.67% | 58,071 | 2,323 | 4.2% | $71.90万 | 加仓 |
| GLD | SPDR GOLD TR | $1,840.35万 | 0.68% | 42,770 | -2,951 | -6.5% | -$126.98万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1,840.51万 | 0.68% | 822,025 | 670,978 | 444.2% | $1,502.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,871.38万 | 0.69% | 32,422 | -715 | -2.2% | -$41.27万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,911.92万 | 0.71% | 570,042 | 456,625 | 402.6% | $1,531.52万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,921.42万 | 0.71% | 319,597 | 55,100 | 20.8% | $331.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,996.99万 | 0.74% | 778,858 | -1,344 | -0.2% | -$3.45万 | 减仓 |
| — | EXXON MOBIL CORP | $2,021.96万 | 0.75% | 119,177 | 7,753 | 7.0% | $131.54万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,027.24万 | 0.75% | 94,263 | 2,654 | 2.9% | $57.08万 | 加仓 |
| IEFA | ISHARES TR | $2,032.33万 | 0.75% | 224,492 | 62,407 | 38.5% | $564.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,132.56万 | 0.79% | 72,496 | -7,142 | -9.0% | -$210.09万 | 减仓 |
| META | META PLATFORMS INC | $2,219.22万 | 0.82% | 38,788 | -3,737 | -8.8% | -$213.81万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,228.46万 | 0.83% | 93,782 | 20,865 | 28.6% | $495.80万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,269.50万 | 0.84% | 181,371 | 1,919 | 1.1% | $24.01万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,346.54万 | 0.87% | 468,184 | 37,074 | 8.6% | $185.82万 | 加仓 |
| GOOGL | ALPHABET INC | $2,656.71万 | 0.98% | 92,388 | 11,989 | 14.9% | $344.76万 | 加仓 |
| IJR | ISHARES TR | $2,700.55万 | 1.00% | 217,243 | 7,264 | 3.5% | $90.30万 | 加仓 |
| USFR | WISDOMTREE TR | $2,711.56万 | 1.00% | 538,649 | -504,303 | -48.4% | -$2,538.66万 | 减仓 |
| IJH | ISHARES TR | $2,939.30万 | 1.09% | 435,259 | 18,376 | 4.4% | $124.09万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,389.30万 | 1.26% | 346,165 | 20,984 | 6.5% | $205.45万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,452.27万 | 1.28% | 505,605 | 41,067 | 8.8% | $280.41万 | 加仓 |
| IVW | ISHARES TR | $3,653.36万 | 1.35% | 322,991 | 53,269 | 19.7% | $602.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,732.87万 | 1.38% | 100,842 | 707 | 0.7% | $26.17万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,833.06万 | 1.42% | 677,459 | -16,867 | -2.4% | -$95.43万 | 减仓 |
| AMZN | AMAZON COM INC | $4,234.82万 | 1.57% | 203,333 | -11,500 | -5.4% | -$239.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,544.43万 | 1.68% | 593,732 | -19,379 | -3.2% | -$148.33万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $4,659.67万 | 1.73% | 1,625,843 | 1,470,972 | 949.8% | $4,215.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,811.95万 | 1.78% | 73,991 | -10,277 | -12.2% | -$668.36万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $5,295.45万 | 1.96% | 1,568,092 | 139,005 | 9.7% | $469.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,690.48万 | 2.11% | 95,230 | 5,775 | 6.5% | $345.09万 | 加仓 |
| IVV | ISHARES TR | $6,823.84万 | 2.53% | 104,466 | 20,264 | 24.1% | $1,323.67万 | 加仓 |
| AAPL | APPLE INC | $7,025.90万 | 2.60% | 276,839 | 4,180 | 1.5% | $106.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,253.62万 | 2.69% | 415,918 | 959 | 0.2% | $16.72万 | 加仓 |