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 |
|---|---|---|---|---|---|---|---|---|
| BSCR | INVESCO EXCH TRD SLF IDX FD | $287.02万 | 0.11% | 146,250 | 7,859 | 5.7% | $15.42万 | 加仓 |
| CME | CME GROUP INC | $286.81万 | 0.11% | 9,710 | 403 | 4.3% | $11.90万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $285.68万 | 0.11% | 57,090 | -1,194 | -2.0% | -$5.97万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $284.07万 | 0.11% | 129,046 | 129,046 | — | $284.07万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $282.77万 | 0.10% | 45,113 | -1,309 | -2.8% | -$8.20万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $276.37万 | 0.10% | 36,751 | -2,340 | -6.0% | -$17.60万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $276.05万 | 0.10% | 26,887 | 2,254 | 9.2% | $23.14万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $275.99万 | 0.10% | 45,007 | 2,507 | 5.9% | $15.37万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $274.13万 | 0.10% | 56,278 | 30,597 | 119.1% | $149.04万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $272.20万 | 0.10% | 14,771 | 9,808 | 197.6% | $180.74万 | 加仓 |
| INTC | INTEL CORP | $270.61万 | 0.10% | 61,320 | -10,393 | -14.5% | -$45.86万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $270.28万 | 0.10% | 132,341 | 7,344 | 5.9% | $15.00万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $267.59万 | 0.10% | 24,154 | 14,828 | 159.0% | $164.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $267.12万 | 0.10% | 5,434 | 2,107 | 63.3% | $103.57万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $265.05万 | 0.10% | 22,342 | -7,563 | -25.3% | -$89.72万 | 减仓 |
| BLK | BLACKROCK INC | $264.21万 | 0.10% | 2,747 | -197 | -6.7% | -$18.95万 | 减仓 |
| PFE | PFIZER INC | $263.64万 | 0.10% | 93,890 | 14,164 | 17.8% | $39.77万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $262.46万 | 0.10% | 18,975 | 1,953 | 11.5% | $27.01万 | 加仓 |
| C | CITIGROUP INC | $260.61万 | 0.10% | 22,979 | -4,374 | -16.0% | -$49.61万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $260.07万 | 0.10% | 92,883 | 33,716 | 57.0% | $94.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $259.37万 | 0.10% | 7,674 | -2,684 | -25.9% | -$90.72万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $258.71万 | 0.10% | 27,889 | -1,221 | -4.2% | -$11.33万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $257.92万 | 0.10% | 50,821 | 3,847 | 8.2% | $19.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $256.36万 | 0.09% | 9,474 | -193 | -2.0% | -$5.22万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $254.58万 | 0.09% | 8,422 | -606 | -6.7% | -$18.32万 | 减仓 |
| ADI | ANALOG DEVICES INC | $249.46万 | 0.09% | 7,841 | -1,058 | -11.9% | -$33.66万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $249.28万 | 0.09% | 45,456 | -2,304 | -4.8% | -$12.64万 | 减仓 |
| CRM | SALESFORCE INC | $249.04万 | 0.09% | 13,340 | -837 | -5.9% | -$15.63万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $248.60万 | 0.09% | 97,299 | 53,091 | 120.1% | $135.65万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $248.55万 | 0.09% | 48,215 | -4,242 | -8.1% | -$21.87万 | 减仓 |
| T | AT&T INC | $248.33万 | 0.09% | 85,661 | 799 | 0.9% | $2.32万 | 加仓 |
| ALL | ALLSTATE CORP | $243.49万 | 0.09% | 11,743 | 5,229 | 80.3% | $108.42万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $241.60万 | 0.09% | 47,965 | -11,094 | -18.8% | -$55.88万 | 减仓 |
| AMGN | AMGEN INC | $241.49万 | 0.09% | 6,863 | -348 | -4.8% | -$12.25万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $241.24万 | 0.09% | 13,231 | -2,646 | -16.7% | -$48.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $240.83万 | 0.09% | 15,022 | -21,066 | -58.4% | -$337.73万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $237.30万 | 0.09% | 112,466 | -10,469 | -8.5% | -$22.09万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $236.85万 | 0.09% | 101,563 | 23,039 | 29.3% | $53.73万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $236.13万 | 0.09% | 8,455 | 5,152 | 156.0% | $143.89万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $235.74万 | 0.09% | 80,786 | -13,709 | -14.5% | -$40.00万 | 减仓 |
| — | ISHARES TR | $235.24万 | 0.09% | 36,140 | -400 | -1.1% | -$2.60万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $233.99万 | 0.09% | 91,723 | 16,240 | 21.5% | $41.43万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $232.99万 | 0.09% | 49,848 | 27,472 | 122.8% | $128.40万 | 加仓 |
| PFFD | GLOBAL X FDS | $231.01万 | 0.09% | 125,549 | 5,520 | 4.6% | $10.16万 | 加仓 |
| SO | SOUTHERN CO | $227.01万 | 0.08% | 23,519 | 1,860 | 8.6% | $17.95万 | 加仓 |
| GEV | GE VERNOVA INC | $225.57万 | 0.08% | 2,584 | 216 | 9.1% | $18.86万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $223.30万 | 0.08% | 89,196 | -5,373 | -5.7% | -$13.45万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $222.57万 | 0.08% | 49,803 | -543 | -1.1% | -$2.43万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $221.84万 | 0.08% | 27,985 | 1,713 | 6.5% | $13.58万 | 加仓 |
| O | REALTY INCOME CORP | $220.44万 | 0.08% | 36,031 | 5,563 | 18.3% | $34.03万 | 加仓 |
| SHY | ISHARES TR | $220.03万 | 0.08% | 26,648 | 1,114 | 4.4% | $9.20万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $219.40万 | 0.08% | 10,543 | 4,005 | 61.3% | $83.34万 | 加仓 |
| AMLP | ALPS ETF TR | $214.21万 | 0.08% | 40,694 | 4,821 | 13.4% | $25.38万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $212.52万 | 0.08% | 31,687 | 31,687 | — | $212.52万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $211.10万 | 0.08% | 6,176 | 639 | 11.5% | $21.84万 | 加仓 |
| IYH | ISHARES TR | $210.01万 | 0.08% | 34,070 | 81 | 0.2% | $4,993 | 加仓 |
| MS | MORGAN STANLEY | $206.69万 | 0.08% | 12,559 | 673 | 5.7% | $11.08万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $206.66万 | 0.08% | 50,940 | 28,003 | 122.1% | $113.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.49万 | 0.08% | 29,029 | 1,252 | 4.5% | $8.91万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $205.23万 | 0.08% | 40,400 | 838 | 2.1% | $4.26万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $204.12万 | 0.08% | 50,788 | 12,277 | 31.9% | $49.34万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $204.02万 | 0.08% | 12,312 | 3,076 | 33.3% | $50.97万 | 加仓 |
| LIN | LINDE PLC | $200.73万 | 0.07% | 4,049 | 96 | 2.4% | $4.76万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $199.92万 | 0.07% | 2,233 | -168 | -7.0% | -$15.04万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $199.34万 | 0.07% | 13,459 | 1,752 | 15.0% | $25.95万 | 加仓 |
| GCOW | PACER FDS TR | $197.88万 | 0.07% | 42,794 | 1,718 | 4.2% | $7.94万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $197.74万 | 0.07% | 55,081 | -1,204 | -2.1% | -$4.32万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $196.03万 | 0.07% | 78,476 | 6,775 | 9.4% | $16.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $196.00万 | 0.07% | 5,334 | 334 | 6.7% | $12.27万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $194.36万 | 0.07% | 38,585 | 38,585 | — | $194.36万 | 新建仓 |
| IAU | ISHARES GOLD TR | $192.92万 | 0.07% | 21,883 | 2,172 | 11.0% | $19.15万 | 加仓 |
| NOBL | PROSHARES TR | $187.45万 | 0.07% | 17,681 | -324 | -1.8% | -$3.43万 | 减仓 |
| NLR | VANECK ETF TRUST | $184.50万 | 0.07% | 13,852 | 13,852 | — | $184.50万 | 新建仓 |
| XT | ISHARES TR | $182.99万 | 0.07% | 26,851 | -1,269 | -4.5% | -$8.65万 | 减仓 |
| AGG | ISHARES TR | $182.91万 | 0.07% | 18,425 | 2,648 | 16.8% | $26.29万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $182.31万 | 0.07% | 36,601 | 8,721 | 31.3% | $43.44万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $182.16万 | 0.07% | 58,534 | -22,593 | -27.8% | -$70.31万 | 减仓 |
| ITA | ISHARES TR | $178.56万 | 0.07% | 8,162 | -1,728 | -17.5% | -$37.80万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $178.22万 | 0.07% | 67,099 | 42,524 | 173.0% | $112.95万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $176.97万 | 0.07% | 81,515 | 46,877 | 135.3% | $101.77万 | 加仓 |
| EFA | ISHARES TR | $176.80万 | 0.07% | 18,202 | 170 | 0.9% | $1.65万 | 加仓 |
| MDT | MEDTRONIC PLC | $176.57万 | 0.07% | 20,377 | -862 | -4.1% | -$7.47万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $175.88万 | 0.07% | 38,128 | 7,557 | 24.7% | $34.86万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $175.56万 | 0.07% | 80,904 | 46,696 | 136.5% | $101.33万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $173.65万 | 0.06% | 42,108 | 42,108 | — | $173.65万 | 新建仓 |
| IHAK | ISHARES TR | $171.83万 | 0.06% | 39,364 | 39,364 | — | $171.83万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $169.98万 | 0.06% | 43,053 | 126 | 0.3% | $4,975 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $169.12万 | 0.06% | 25,195 | 7,164 | 39.7% | $48.09万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $168.28万 | 0.06% | 19,650 | 19,650 | — | $168.28万 | 新建仓 |
| COWZ | PACER FDS TR | $168.16万 | 0.06% | 26,880 | -488 | -1.8% | -$3.05万 | 减仓 |
| DVY | ISHARES TR | $167.99万 | 0.06% | 11,095 | -380 | -3.3% | -$5.75万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $167.96万 | 0.06% | 16,957 | -1,430 | -7.8% | -$14.16万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $166.53万 | 0.06% | 65,229 | 37,816 | 137.9% | $96.54万 | 加仓 |
| QCOM | QUALCOMM INC | $165.38万 | 0.06% | 12,841 | -4,979 | -27.9% | -$64.12万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $164.97万 | 0.06% | 16,595 | -10 | -0.1% | -$994 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $162.71万 | 0.06% | 36,506 | 36,506 | — | $162.71万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $161.08万 | 0.06% | 21,405 | 2,936 | 15.9% | $22.09万 | 加仓 |
| GM | GENERAL MTRS CO | $159.55万 | 0.06% | 21,416 | 11,091 | 107.4% | $82.63万 | 加仓 |
| ET | ENERGY TRANSFER L P | $158.97万 | 0.06% | 82,366 | -3,736 | -4.3% | -$7.21万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $158.47万 | 0.06% | 34,813 | 1,640 | 4.9% | $7.47万 | 加仓 |