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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,472.14万 | 2.68% | 423,416 | 7,498 | 1.8% | $150.03万 | 加仓 |
| IVV | ISHARES TR | $8,313.77万 | 2.63% | 111,015 | 6,549 | 6.3% | $490.45万 | 加仓 |
| AAPL | APPLE INC | $8,211.87万 | 2.60% | 283,794 | 6,955 | 2.5% | $201.25万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $7,668.56万 | 2.42% | 2,099,250 | 531,158 | 33.9% | $1,940.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,705.91万 | 2.12% | 97,638 | 2,408 | 2.5% | $165.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,472.92万 | 1.73% | 73,288 | -703 | -1.0% | -$52.50万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5,223.55万 | 1.65% | 594,395 | 663 | 0.1% | $5.83万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $5,116.75万 | 1.62% | 1,802,308 | 176,465 | 10.9% | $500.98万 | 加仓 |
| AMZN | AMAZON COM INC | $4,774.36万 | 1.51% | 200,317 | -3,016 | -1.5% | -$71.88万 | 减仓 |
| IVW | ISHARES TR | $4,566.52万 | 1.44% | 332,038 | 9,047 | 2.8% | $124.42万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,243.06万 | 1.34% | 356,590 | 10,425 | 3.0% | $124.05万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,218.76万 | 1.33% | 520,450 | 14,845 | 2.9% | $120.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,832.69万 | 1.21% | 102,748 | 1,906 | 1.9% | $71.10万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,591.04万 | 1.14% | 590,728 | -86,731 | -12.8% | -$527.24万 | 减仓 |
| IJH | ISHARES TR | $3,577.54万 | 1.13% | 463,953 | 28,694 | 6.6% | $221.26万 | 加仓 |
| GOOGL | ALPHABET INC | $3,359.39万 | 1.06% | 94,003 | 1,615 | 1.7% | $57.72万 | 加仓 |
| IJR | ISHARES TR | $3,265.06万 | 1.03% | 220,151 | 2,908 | 1.3% | $43.13万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $2,918.33万 | 0.92% | 3,598,437 | 285,934 | 8.6% | $231.89万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,916.65万 | 0.92% | 581,585 | 113,401 | 24.2% | $568.71万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,881.98万 | 0.91% | 95,124 | 1,342 | 1.4% | $40.66万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,587.79万 | 0.82% | 182,380 | 1,009 | 0.6% | $14.32万 | 加仓 |
| USFR | WISDOMTREE TR | $2,481.47万 | 0.78% | 492,844 | -45,805 | -8.5% | -$230.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,476.27万 | 0.78% | 33,627 | 1,205 | 3.7% | $88.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,385.83万 | 0.75% | 72,888 | 392 | 0.5% | $12.83万 | 加仓 |
| LLY | ELI LILLY & CO | $2,367.14万 | 0.75% | 19,736 | 1,037 | 5.5% | $124.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,318.64万 | 0.73% | 97,990 | 3,727 | 4.0% | $88.19万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $2,303.78万 | 0.73% | 532,297 | 76,664 | 16.8% | $331.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,276.91万 | 0.72% | 773,669 | -5,189 | -0.7% | -$15.27万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,250.12万 | 0.71% | 333,055 | 46,690 | 16.3% | $315.44万 | 加仓 |
| IEFA | ISHARES TR | $2,229.92万 | 0.71% | 230,889 | 6,397 | 2.8% | $61.78万 | 加仓 |
| AVGO | BROADCOM INC | $2,172.51万 | 0.69% | 57,512 | -559 | -1.0% | -$21.12万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,141.93万 | 0.68% | 312,508 | -7,089 | -2.2% | -$48.59万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,065.22万 | 0.65% | 617,222 | 47,180 | 8.3% | $157.86万 | 加仓 |
| TE | T1 ENERGY INC | $1,994.93万 | 0.63% | 2,104,356 | 44,620 | 2.2% | $42.30万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,974.51万 | 0.62% | 885,033 | 63,008 | 7.7% | $140.57万 | 加仓 |
| TSLA | TESLA INC | $1,973.03万 | 0.62% | 46,910 | 60 | 0.1% | $2.52万 | 加仓 |
| GOOG | ALPHABET INC | $1,972.55万 | 0.62% | 55,828 | 497 | 0.9% | $17.56万 | 加仓 |
| META | META PLATFORMS INC | $1,929.93万 | 0.61% | 34,262 | -4,526 | -11.7% | -$254.94万 | 减仓 |
| QUAL | ISHARES TR | $1,916.40万 | 0.61% | 87,335 | 4,738 | 5.7% | $103.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,845.74万 | 0.58% | 86,748 | -6,073 | -6.5% | -$129.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,776.68万 | 0.56% | 35,506 | -349 | -1.0% | -$17.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,725.02万 | 0.55% | 79,155 | 3,809 | 5.1% | $83.01万 | 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 |
| VUG | VANGUARD INDEX FDS | $1,664.42万 | 0.53% | 193,222 | 4,054 | 2.1% | $34.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,648.47万 | 0.52% | 86,525 | 15,665 | 22.1% | $298.45万 | 加仓 |
| GLD | SPDR GOLD TR | $1,581.57万 | 0.50% | 42,933 | 163 | 0.4% | $6.00万 | 加仓 |
| — | EXXON MOBIL CORP | $1,545.13万 | 0.49% | 113,014 | -6,163 | -5.2% | -$84.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,522.19万 | 0.48% | 26,203 | -5,067 | -16.2% | -$294.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,500.04万 | 0.47% | 40,537 | 9,314 | 29.8% | $344.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,439.31万 | 0.46% | 12,469 | 2,928 | 30.7% | $337.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,396.52万 | 0.44% | 152,392 | -19,350 | -11.3% | -$177.32万 | 减仓 |
| CSCO | CISCO SYS INC | $1,371.67万 | 0.43% | 116,777 | -4,405 | -3.6% | -$51.74万 | 减仓 |
| IVE | ISHARES TR | $1,346.05万 | 0.43% | 59,282 | -35 | -0.1% | -$7,947 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,340.11万 | 0.42% | 52,767 | 3,523 | 7.2% | $89.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,325.62万 | 0.42% | 17,371 | -4,579 | -20.9% | -$349.43万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,293.19万 | 0.41% | 69,815 | 10,813 | 18.3% | $200.29万 | 加仓 |
| DGRO | ISHARES TR | $1,292.01万 | 0.41% | 170,472 | 1,768 | 1.0% | $13.40万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,275.67万 | 0.40% | 280,428 | -75,200 | -21.1% | -$342.08万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,236.91万 | 0.39% | 315,941 | -31,066 | -9.0% | -$121.62万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,192.65万 | 0.38% | 206,805 | 3,169 | 1.6% | $18.28万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,152.05万 | 0.36% | 252,089 | 2,955 | 1.2% | $13.50万 | 加仓 |
| WMT | WALMART INC | $1,136.19万 | 0.36% | 100,317 | 12,098 | 13.7% | $137.02万 | 加仓 |
| MRK | MERCK & CO INC | $1,090.85万 | 0.34% | 84,891 | 355 | 0.4% | $4.56万 | 加仓 |
| IWM | ISHARES TR | $1,073.12万 | 0.34% | 35,717 | 1,544 | 4.5% | $46.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,061.45万 | 0.34% | 88,809 | 521 | 0.6% | $6.23万 | 加仓 |
| CSX | CSX CORP | $1,013.71万 | 0.32% | 213,278 | 302 | 0.1% | $1.44万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $998.89万 | 0.32% | 286,956 | 30,358 | 11.8% | $105.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $971.52万 | 0.31% | 120,581 | 1,737 | 1.5% | $14.00万 | 加仓 |
| INTC | INTEL CORP | $956.30万 | 0.30% | 68,488 | 7,168 | 11.7% | $100.09万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $930.06万 | 0.29% | 17,804 | 79 | 0.4% | $4.13万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $925.62万 | 0.29% | 243,008 | 956 | 0.4% | $3.64万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $900.59万 | 0.28% | 131,129 | 5,408 | 4.3% | $37.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $880.13万 | 0.28% | 53,097 | -3,217 | -5.7% | -$53.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $843.18万 | 0.27% | 8,337 | 24 | 0.3% | $2.43万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $835.17万 | 0.26% | 467,096 | 15,752 | 3.5% | $28.16万 | 加仓 |
| ABBV | ABBVIE INC | $833.49万 | 0.26% | 33,122 | -26 | -0.1% | -$6,543 | 减仓 |
| MINT | PIMCO ETF TR | $832.45万 | 0.26% | 82,576 | -408 | -0.5% | -$4.11万 | 减仓 |
| DXJ | WISDOMTREE TR | $829.64万 | 0.26% | 47,812 | 2,442 | 5.4% | $42.37万 | 加仓 |
| MLRG | ISHARES TR | $820.33万 | 0.26% | 79,144 | -4,130 | -5.0% | -$42.81万 | 减仓 |
| CAT | CATERPILLAR INC | $817.08万 | 0.26% | 7,673 | -335 | -4.2% | -$35.67万 | 减仓 |
| USMV | ISHARES TR | $814.59万 | 0.26% | 84,449 | 3,176 | 3.9% | $30.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $800.96万 | 0.25% | 8,562 | 106 | 1.3% | $9.92万 | 加仓 |
| EMXC | ISHARES INC | $799.69万 | 0.25% | 78,171 | 3,983 | 5.4% | $40.75万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $797.87万 | 0.25% | 261,255 | 21,356 | 8.9% | $65.22万 | 加仓 |
| IWD | ISHARES TR | $786.65万 | 0.25% | 32,449 | 2,178 | 7.2% | $52.80万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $767.63万 | 0.24% | 195,474 | -216 | -0.1% | -$8,482 | 减仓 |
| V | VISA INC | $759.90万 | 0.24% | 22,149 | -412 | -1.8% | -$14.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $757.05万 | 0.24% | 26,921 | 1,012 | 3.9% | $28.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $752.91万 | 0.24% | 140,442 | -25,344 | -15.3% | -$135.87万 | 减仓 |
| IEMG | ISHARES INC | $746.28万 | 0.24% | 90,087 | 882 | 1.0% | $7.31万 | 加仓 |
| VLO | VALERO ENERGY CORP | $738.81万 | 0.23% | 28,368 | 919 | 3.3% | $23.93万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $727.76万 | 0.23% | 45,869 | 14,037 | 44.1% | $222.71万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $727.51万 | 0.23% | 268,950 | 401 | 0.1% | $1.08万 | 加仓 |
| IWF | ISHARES TR | $725.82万 | 0.23% | 58,453 | 1,509 | 2.6% | $18.74万 | 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $718.71万 | 0.23% | 145,843 | 9,440 | 6.9% | $46.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $699.37万 | 0.22% | 102,834 | 1,706 | 1.7% | $11.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $696.64万 | 0.22% | 20,596 | 373 | 1.8% | $12.62万 | 加仓 |
| QDPL | PACER FDS TR | $687.99万 | 0.22% | 152,649 | 7,405 | 5.1% | $33.37万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $677.12万 | 0.21% | 46,176 | 4,061 | 9.6% | $59.55万 | 加仓 |