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 |
|---|---|---|---|---|---|---|---|---|
| BSCT | INVESCO EXCH TRD SLF IDX FD | $498.62万 | 0.16% | 268,434 | 5,308 | 2.0% | $9.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $505.20万 | 0.16% | 6,988 | 812 | 13.1% | $58.70万 | 加仓 |
| UNP | UNION PAC CORP | $509.30万 | 0.16% | 18,724 | -166 | -0.9% | -$4.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $512.08万 | 0.16% | 70,965 | -4,599 | -6.1% | -$33.19万 | 减仓 |
| IBB | ISHARES TR | $524.58万 | 0.17% | 27,582 | -1,475 | -5.1% | -$28.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $528.37万 | 0.17% | 124,792 | -610 | -0.5% | -$2.58万 | 减仓 |
| REGL | PROSHARES TR | $528.85万 | 0.17% | 57,754 | 1,060 | 1.9% | $9.71万 | 加仓 |
| PSX | PHILLIPS 66 | $530.54万 | 0.17% | 31,383 | -3 | -0.0% | -$507 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $533.93万 | 0.17% | 15,657 | 635 | 4.2% | $21.65万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $536.66万 | 0.17% | 105,933 | -216 | -0.2% | -$1.09万 | 减仓 |
| IDEV | ISHARES TR | $536.98万 | 0.17% | 60,328 | 900 | 1.5% | $8.01万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $538.81万 | 0.17% | 47,339 | 138 | 0.3% | $1.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $538.88万 | 0.17% | 118,854 | 13,910 | 13.3% | $63.07万 | 加仓 |
| ORCL | ORACLE CORP | $547.27万 | 0.17% | 37,344 | -266 | -0.7% | -$3.90万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $548.70万 | 0.17% | 43,980 | -84 | -0.2% | -$1.05万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $556.78万 | 0.18% | 30,736 | 1,261 | 4.3% | $22.84万 | 加仓 |
| BAC | BANK OF AMER CORP | $557.66万 | 0.18% | 97,869 | 7,988 | 8.9% | $45.52万 | 加仓 |
| DLN | WISDOMTREE TR | $561.52万 | 0.18% | 58,298 | -493 | -0.8% | -$4.75万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $571.17万 | 0.18% | 98,179 | 887 | 0.9% | $5.16万 | 加仓 |
| HD | HOME DEPOT INC | $578.46万 | 0.18% | 16,402 | 297 | 1.8% | $10.47万 | 加仓 |
| IMCB | ISHARES TR | $580.66万 | 0.18% | 60,135 | -3,295 | -5.2% | -$31.82万 | 减仓 |
| IWP | ISHARES TR | $594.32万 | 0.19% | 40,593 | -59 | -0.1% | -$8,638 | 减仓 |
| KO | COCA COLA CO | $597.46万 | 0.19% | 73,515 | 193 | 0.3% | $1.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $599.89万 | 0.19% | 177,273 | 27,743 | 18.6% | $93.88万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $608.10万 | 0.19% | 129,831 | 1,328 | 1.0% | $6.22万 | 加仓 |
| GE | GE AEROSPACE | $608.66万 | 0.19% | 16,286 | 173 | 1.1% | $6.47万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $619.96万 | 0.20% | 65,362 | 213 | 0.3% | $2.02万 | 加仓 |
| WELL | WELLTOWER INC | $621.03万 | 0.20% | 27,362 | 1,541 | 6.0% | $34.98万 | 加仓 |
| RTX | RTX CORPORATION | $631.53万 | 0.20% | 33,286 | 666 | 2.0% | $12.64万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $633.51万 | 0.20% | 91,246 | 11,724 | 14.7% | $81.40万 | 加仓 |
| MTUM | ISHARES TR | $636.70万 | 0.20% | 18,572 | -24 | -0.1% | -$8,228 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $637.39万 | 0.20% | 23,707 | 1,511 | 6.8% | $40.62万 | 加仓 |
| PWR | QUANTA SVCS INC | $638.32万 | 0.20% | 8,865 | 78 | 0.9% | $5.62万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $677.12万 | 0.21% | 46,176 | 4,061 | 9.6% | $59.55万 | 加仓 |
| QDPL | PACER FDS TR | $687.99万 | 0.22% | 152,649 | 7,405 | 5.1% | $33.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $696.64万 | 0.22% | 20,596 | 373 | 1.8% | $12.62万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $699.37万 | 0.22% | 102,834 | 1,706 | 1.7% | $11.60万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $718.71万 | 0.23% | 145,843 | 9,440 | 6.9% | $46.52万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $724.49万 | 0.23% | 117,880 | 9,710 | 9.0% | $59.68万 | 加仓 |
| IWF | ISHARES TR | $725.82万 | 0.23% | 58,453 | 1,509 | 2.6% | $18.74万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $727.51万 | 0.23% | 268,950 | 401 | 0.1% | $1.08万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $727.76万 | 0.23% | 45,869 | 14,037 | 44.1% | $222.71万 | 加仓 |
| VLO | VALERO ENERGY CORP | $738.81万 | 0.23% | 28,368 | 919 | 3.3% | $23.93万 | 加仓 |
| IEMG | ISHARES INC | $746.28万 | 0.24% | 90,087 | 882 | 1.0% | $7.31万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $752.91万 | 0.24% | 140,442 | -25,344 | -15.3% | -$135.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $757.05万 | 0.24% | 26,921 | 1,012 | 3.9% | $28.46万 | 加仓 |
| V | VISA INC | $759.90万 | 0.24% | 22,149 | -412 | -1.8% | -$14.14万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $767.63万 | 0.24% | 195,474 | -216 | -0.1% | -$8,482 | 减仓 |
| IWD | ISHARES TR | $786.65万 | 0.25% | 32,449 | 2,178 | 7.2% | $52.80万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $797.87万 | 0.25% | 261,255 | 21,356 | 8.9% | $65.22万 | 加仓 |
| EMXC | ISHARES INC | $799.69万 | 0.25% | 78,171 | 3,983 | 5.4% | $40.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $800.96万 | 0.25% | 8,562 | 106 | 1.3% | $9.92万 | 加仓 |
| USMV | ISHARES TR | $814.59万 | 0.26% | 84,449 | 3,176 | 3.9% | $30.64万 | 加仓 |
| CAT | CATERPILLAR INC | $817.08万 | 0.26% | 7,673 | -335 | -4.2% | -$35.67万 | 减仓 |
| MLRG | ISHARES TR | $820.33万 | 0.26% | 79,144 | -4,130 | -5.0% | -$42.81万 | 减仓 |
| DXJ | WISDOMTREE TR | $829.64万 | 0.26% | 47,812 | 2,442 | 5.4% | $42.37万 | 加仓 |
| MINT | PIMCO ETF TR | $832.45万 | 0.26% | 82,576 | -408 | -0.5% | -$4.11万 | 减仓 |
| ABBV | ABBVIE INC | $833.49万 | 0.26% | 33,122 | -26 | -0.1% | -$6,543 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $835.17万 | 0.26% | 467,096 | 15,752 | 3.5% | $28.16万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $843.18万 | 0.27% | 8,337 | 24 | 0.3% | $2.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $880.13万 | 0.28% | 53,097 | -3,217 | -5.7% | -$53.32万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $900.59万 | 0.28% | 131,129 | 5,408 | 4.3% | $37.14万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $925.62万 | 0.29% | 243,008 | 956 | 0.4% | $3.64万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $930.06万 | 0.29% | 17,804 | 79 | 0.4% | $4.13万 | 加仓 |
| INTC | INTEL CORP | $956.30万 | 0.30% | 68,488 | 7,168 | 11.7% | $100.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $971.52万 | 0.31% | 120,581 | 1,737 | 1.5% | $14.00万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $998.89万 | 0.32% | 286,956 | 30,358 | 11.8% | $105.68万 | 加仓 |
| CSX | CSX CORP | $1,013.71万 | 0.32% | 213,278 | 302 | 0.1% | $1.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,061.45万 | 0.34% | 88,809 | 521 | 0.6% | $6.23万 | 加仓 |
| IWM | ISHARES TR | $1,073.12万 | 0.34% | 35,717 | 1,544 | 4.5% | $46.39万 | 加仓 |
| MRK | MERCK & CO INC | $1,090.85万 | 0.34% | 84,891 | 355 | 0.4% | $4.56万 | 加仓 |
| WMT | WALMART INC | $1,136.19万 | 0.36% | 100,317 | 12,098 | 13.7% | $137.02万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,152.05万 | 0.36% | 252,089 | 2,955 | 1.2% | $13.50万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,192.65万 | 0.38% | 206,805 | 3,169 | 1.6% | $18.28万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,236.91万 | 0.39% | 315,941 | -31,066 | -9.0% | -$121.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,275.67万 | 0.40% | 280,428 | -75,200 | -21.1% | -$342.08万 | 减仓 |
| DGRO | ISHARES TR | $1,292.01万 | 0.41% | 170,472 | 1,768 | 1.0% | $13.40万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,293.19万 | 0.41% | 69,815 | 10,813 | 18.3% | $200.29万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,325.62万 | 0.42% | 17,371 | -4,579 | -20.9% | -$349.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,340.11万 | 0.42% | 52,767 | 3,523 | 7.2% | $89.47万 | 加仓 |
| IVE | ISHARES TR | $1,346.05万 | 0.43% | 59,282 | -35 | -0.1% | -$7,947 | 减仓 |
| CSCO | CISCO SYS INC | $1,371.67万 | 0.43% | 116,777 | -4,405 | -3.6% | -$51.74万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,396.52万 | 0.44% | 152,392 | -19,350 | -11.3% | -$177.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,439.31万 | 0.46% | 12,469 | 2,928 | 30.7% | $337.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,500.04万 | 0.47% | 40,537 | 9,314 | 29.8% | $344.66万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,522.19万 | 0.48% | 26,203 | -5,067 | -16.2% | -$294.35万 | 减仓 |
| — | EXXON MOBIL CORP | $1,545.13万 | 0.49% | 113,014 | -6,163 | -5.2% | -$84.26万 | 减仓 |
| GLD | SPDR GOLD TR | $1,581.57万 | 0.50% | 42,933 | 163 | 0.4% | $6.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,648.47万 | 0.52% | 86,525 | 15,665 | 22.1% | $298.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,664.42万 | 0.53% | 193,222 | 4,054 | 2.1% | $34.92万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,694.90万 | 0.54% | 276,809 | -11,710 | -4.1% | -$71.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,725.02万 | 0.55% | 79,155 | 3,809 | 5.1% | $83.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,776.68万 | 0.56% | 35,506 | -349 | -1.0% | -$17.46万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,845.74万 | 0.58% | 86,748 | -6,073 | -6.5% | -$129.22万 | 减仓 |
| QUAL | ISHARES TR | $1,916.40万 | 0.61% | 87,335 | 4,738 | 5.7% | $103.97万 | 加仓 |
| META | META PLATFORMS INC | $1,929.93万 | 0.61% | 34,262 | -4,526 | -11.7% | -$254.94万 | 减仓 |
| GOOG | ALPHABET INC | $1,972.55万 | 0.62% | 55,828 | 497 | 0.9% | $17.56万 | 加仓 |
| TSLA | TESLA INC | $1,973.03万 | 0.62% | 46,910 | 60 | 0.1% | $2.52万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,974.51万 | 0.62% | 885,033 | 63,008 | 7.7% | $140.57万 | 加仓 |
| TE | T1 ENERGY INC | $1,994.93万 | 0.63% | 2,104,356 | 44,620 | 2.2% | $42.30万 | 加仓 |