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 |
|---|---|---|---|---|---|---|---|---|
| EDIV | SPDR INDEX SHS FDS | $188.42万 | 0.06% | 46,005 | 2,952 | 6.9% | $12.09万 | 加仓 |
| PFE | PFIZER INC | $188.07万 | 0.06% | 78,104 | -15,786 | -16.8% | -$38.01万 | 减仓 |
| T | AT&T INC | $186.75万 | 0.06% | 90,218 | 4,557 | 5.3% | $9.43万 | 加仓 |
| ILCG | ISHARES TR | $186.47万 | 0.06% | 15,935 | 110 | 0.7% | $1.29万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $185.01万 | 0.06% | 80,125 | -779 | -1.0% | -$1.80万 | 减仓 |
| WRBY | WARBY PARKER INC | $182.96万 | 0.06% | 60,303 | 24,553 | 68.7% | $74.49万 | 加仓 |
| AGG | ISHARES TR | $182.89万 | 0.06% | 18,478 | 53 | 0.3% | $5,246 | 加仓 |
| MDT | MEDTRONIC PLC | $182.86万 | 0.06% | 23,375 | 2,998 | 14.7% | $23.45万 | 加仓 |
| DVY | ISHARES TR | $182.47万 | 0.06% | 11,674 | 579 | 5.2% | $9.05万 | 加仓 |
| CRM | SALESFORCE INC | $182.27万 | 0.06% | 11,635 | -1,705 | -12.8% | -$26.71万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $179.91万 | 0.06% | 36,972 | -3,428 | -8.5% | -$16.68万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $179.38万 | 0.06% | 36,034 | -567 | -1.5% | -$2.82万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $179.29万 | 0.06% | 2,136 | 73 | 3.5% | $6.13万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $175.61万 | 0.06% | 36,808 | 1,995 | 5.7% | $9.52万 | 加仓 |
| SNDK | SANDISK CORP | $173.74万 | 0.05% | 764 | 764 | — | $173.74万 | 新建仓 |
| TBIL | RBB FD INC | $173.01万 | 0.05% | 34,700 | 10,425 | 42.9% | $51.98万 | 加仓 |
| GM | GENERAL MTRS CO | $172.33万 | 0.05% | 22,358 | 942 | 4.4% | $7.26万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $171.97万 | 0.05% | 80,739 | -776 | -1.0% | -$1.65万 | 减仓 |
| SOXX | ISHARES TR | $171.81万 | 0.05% | 2,681 | 126 | 4.9% | $8.07万 | 加仓 |
| NLR | VANECK ETF TRUST | $169.60万 | 0.05% | 14,623 | 771 | 5.6% | $8.94万 | 加仓 |
| INFQ | INFLEQTION INC | $168.56万 | 0.05% | 126,550 | -5,454 | -4.1% | -$7.26万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $168.21万 | 0.05% | 17,062 | 2,080 | 13.9% | $20.51万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $167.53万 | 0.05% | 37,346 | 840 | 2.3% | $3.77万 | 加仓 |
| IXJ | ISHARES TR | $166.47万 | 0.05% | 16,921 | 4,560 | 36.9% | $44.86万 | 加仓 |
| IAU | ISHARES GOLD TR | $165.19万 | 0.05% | 21,876 | -7 | -0.0% | -$529 | 减仓 |
| QGRW | WISDOMTREE TR | $164.35万 | 0.05% | 24,889 | -3,019 | -10.8% | -$19.93万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $163.62万 | 0.05% | 3,792 | -861 | -18.5% | -$37.15万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $163.49万 | 0.05% | 8,742 | 86 | 1.0% | $1.61万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $162.46万 | 0.05% | 1,893 | 110 | 6.2% | $9.44万 | 加仓 |
| IXG | ISHARES TR | $162.33万 | 0.05% | 13,038 | 2,101 | 19.2% | $26.16万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $161.16万 | 0.05% | 33,196 | 7,843 | 30.9% | $38.08万 | 加仓 |
| QQQI | NEOS ETF TRUST | $161.05万 | 0.05% | 28,359 | 4,151 | 17.1% | $23.57万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $158.64万 | 0.05% | 21,285 | -120 | -0.6% | -$8,944 | 减仓 |
| ITA | ISHARES TR | $158.47万 | 0.05% | 6,537 | -1,625 | -19.9% | -$39.39万 | 减仓 |
| — | COLUMBUS ACQUISITION CORP | $155.93万 | 0.05% | 146,416 | 146,416 | — | $155.93万 | 新建仓 |
| ECL | ECOLAB INC | $153.53万 | 0.05% | 5,511 | 260 | 5.0% | $7.24万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $153.51万 | 0.05% | 6,235 | -4,308 | -40.9% | -$106.07万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $153.07万 | 0.05% | 12,021 | 356 | 3.1% | $4.53万 | 加仓 |
| IWS | ISHARES TR | $152.45万 | 0.05% | 9,262 | 85 | 0.9% | $1.40万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $152.08万 | 0.05% | 24,801 | -174 | -0.7% | -$1.07万 | 减仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $150.28万 | 0.05% | 42,954 | 7,006 | 19.5% | $24.51万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $149.86万 | 0.05% | 16,421 | 154 | 0.9% | $1.41万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $149.40万 | 0.05% | 2,339 | -961 | -29.1% | -$61.38万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $148.75万 | 0.05% | 6,042 | -919 | -13.2% | -$22.63万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $147.85万 | 0.05% | 12,524 | 2,304 | 22.5% | $27.20万 | 加仓 |
| IREN | IREN LIMITED | $147.84万 | 0.05% | 32,328 | -4,202 | -11.5% | -$19.22万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $147.06万 | 0.05% | 9,673 | 92 | 1.0% | $1.40万 | 加仓 |
| DON | WISDOMTREE TR | $146.42万 | 0.05% | 25,905 | 961 | 3.9% | $5.43万 | 加仓 |
| ASML | ASML HLDG NV | $146.38万 | 0.05% | 736 | 124 | 20.3% | $24.66万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $144.52万 | 0.05% | 16,040 | -320 | -2.0% | -$2.88万 | 减仓 |
| PULS | PGIM ETF TR | $144.45万 | 0.05% | 29,152 | -741 | -2.5% | -$3.67万 | 减仓 |
| CMI | CUMMINS INC | $142.50万 | 0.05% | 1,998 | 82 | 4.3% | $5.85万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $141.24万 | 0.04% | 3,987 | 150 | 3.9% | $5.31万 | 加仓 |
| NVS | NOVARTIS AG | $140.04万 | 0.04% | 8,936 | 1,452 | 19.4% | $22.75万 | 加仓 |
| IYM | ISHARES TR | $139.85万 | 0.04% | 7,790 | -306 | -3.8% | -$5.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $138.80万 | 0.04% | 14,385 | 318 | 2.3% | $3.07万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $136.27万 | 0.04% | 16,404 | -1,611 | -8.9% | -$13.38万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $135.39万 | 0.04% | 14,301 | -102 | -0.7% | -$9,657 | 减仓 |
| ARTY | ISHARES TR | $135.39万 | 0.04% | 17,777 | 9,831 | 123.7% | $74.87万 | 加仓 |
| ISCG | ISHARES TR | $134.70万 | 0.04% | 20,553 | -222 | -1.1% | -$1.45万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $134.47万 | 0.04% | 63,849 | -1,380 | -2.1% | -$2.91万 | 减仓 |
| AIQ | GLOBAL X FDS | $133.80万 | 0.04% | 20,393 | -1,199 | -5.6% | -$7.87万 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $133.50万 | 0.04% | 35,761 | 11,069 | 44.8% | $41.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $133.47万 | 0.04% | 5,493 | 685 | 14.2% | $16.64万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $132.10万 | 0.04% | 14,316 | 414 | 3.0% | $3.82万 | 加仓 |
| ARKK | ARK ETF TR | $130.17万 | 0.04% | 16,107 | -274 | -1.7% | -$2.21万 | 减仓 |
| RXI | ISHARES TR | $130.04万 | 0.04% | 6,739 | -85 | -1.2% | -$1.64万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $128.82万 | 0.04% | 29,540 | -1,853 | -5.9% | -$8.08万 | 减仓 |
| DGRW | WISDOMTREE TR | $128.59万 | 0.04% | 13,448 | 6,221 | 86.1% | $59.49万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $126.37万 | 0.04% | 10,002 | 4,424 | 79.3% | $55.89万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $124.74万 | 0.04% | 3,518 | -55 | -1.5% | -$1.95万 | 减仓 |
| LOW | LOWES COS INC | $124.47万 | 0.04% | 5,645 | -299 | -5.0% | -$6.59万 | 减仓 |
| IUSG | ISHARES TR | $123.73万 | 0.04% | 6,578 | 130 | 2.0% | $2.45万 | 加仓 |
| PAVE | GLOBAL X FDS | $123.01万 | 0.04% | 20,878 | 1,468 | 7.6% | $8.65万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $122.96万 | 0.04% | 18,957 | 97 | 0.5% | $6,291 | 加仓 |
| TJX | TJX COS INC NEW | $122.87万 | 0.04% | 8,110 | -161 | -1.9% | -$2.44万 | 减仓 |
| DIVB | ISHARES TR | $122.71万 | 0.04% | 19,921 | 1,793 | 9.9% | $11.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $122.20万 | 0.04% | 36,709 | -715 | -1.9% | -$2.38万 | 减仓 |
| SGOV | ISHARES TR | $121.90万 | 0.04% | 12,109 | -208 | -1.7% | -$2.09万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $121.81万 | 0.04% | 23,273 | 10,252 | 78.7% | $53.66万 | 加仓 |
| EXI | ISHARES TR | $120.70万 | 0.04% | 6,020 | 2,981 | 98.1% | $59.77万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $119.69万 | 0.04% | 13,123 | -6 | -0.0% | -$547 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.37万 | 0.04% | 5,286 | 1,117 | 26.8% | $25.01万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $117.66万 | 0.04% | 28,230 | -400 | -1.4% | -$1.67万 | 减仓 |
| CLS | CELESTICA INC | $115.79万 | 0.04% | 3,174 | 721 | 29.4% | $26.30万 | 加仓 |
| OUSM | ALPS ETF TR | $115.72万 | 0.04% | 24,351 | 657 | 2.8% | $3.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $115.61万 | 0.04% | 31,449 | 11,668 | 59.0% | $42.89万 | 加仓 |
| DVA | DAVITA INC | $114.87万 | 0.04% | 5,163 | 120 | 2.4% | $2.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $114.39万 | 0.04% | 7,991 | 2,925 | 57.7% | $41.87万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $114.20万 | 0.04% | 22,415 | 17,521 | 358.0% | $89.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $113.99万 | 0.04% | 20,182 | 2,995 | 17.4% | $16.92万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $113.55万 | 0.04% | 25,528 | 1,009 | 4.1% | $4.49万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $112.16万 | 0.04% | 193,049 | 193,049 | — | $112.16万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $111.39万 | 0.04% | 13,659 | -4,200 | -23.5% | -$34.25万 | 减仓 |
| MGV | VANGUARD WORLD FD | $111.36万 | 0.04% | 6,813 | 1,092 | 19.1% | $17.85万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $110.02万 | 0.03% | 16,564 | -31 | -0.2% | -$2,059 | 减仓 |
| IQLT | ISHARES TR | $109.57万 | 0.03% | 22,114 | 520 | 2.4% | $2.58万 | 加仓 |
| EDV | VANGUARD WORLD FD | $109.11万 | 0.03% | 16,765 | -5,271 | -23.9% | -$34.30万 | 减仓 |
| — | D. BORAL ARC ACQ I CORP. | $108.47万 | 0.03% | 103,995 | 103,995 | — | $108.47万 | 新建仓 |
| GOVT | ISHARES TR | $108.02万 | 0.03% | 47,418 | 3,058 | 6.9% | $6.97万 | 加仓 |