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 |
|---|---|---|---|---|---|---|---|---|
| MISL | FIRST TR EXCHANGE-TRADED FD | $107.61万 | 0.03% | 23,510 | -582 | -2.4% | -$2.66万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $106.94万 | 0.03% | 6,259 | 6,259 | — | $106.94万 | 新建仓 |
| FAST | FASTENAL CO | $106.78万 | 0.03% | 22,232 | -1,762 | -7.3% | -$8.46万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $105.78万 | 0.03% | 5,891 | -69 | -1.2% | -$1.24万 | 减仓 |
| ETN | EATON CORP PLC | $105.40万 | 0.03% | 2,473 | 304 | 14.0% | $12.96万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $105.00万 | 0.03% | 17,802 | 3,258 | 22.4% | $19.22万 | 加仓 |
| IWO | ISHARES TR | $104.71万 | 0.03% | 2,658 | 17 | 0.6% | $6,697 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $103.21万 | 0.03% | 13,529 | -99 | -0.7% | -$7,552 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $101.31万 | 0.03% | 18,750 | -24 | -0.1% | -$1,297 | 减仓 |
| SYK | STRYKER CORPORATION | $101.22万 | 0.03% | 3,215 | 455 | 16.5% | $14.33万 | 加仓 |
| MMM | 3M CO | $101.18万 | 0.03% | 6,249 | 353 | 6.0% | $5.72万 | 加仓 |
| CNC | CENTENE CORP DEL | $100.50万 | 0.03% | 15,657 | 15,657 | — | $100.50万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $99.77万 | 0.03% | 4,973 | 835 | 20.2% | $16.75万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $99.65万 | 0.03% | 18,845 | -382 | -2.0% | -$2.02万 | 减仓 |
| HYG | ISHARES TR | $99.39万 | 0.03% | 12,429 | 80 | 0.6% | $6,398 | 加仓 |
| IYW | ISHARES TR | $98.93万 | 0.03% | 3,922 | 188 | 5.0% | $4.74万 | 加仓 |
| IQQQ | PROSHARES TR | $98.34万 | 0.03% | 19,358 | 3,669 | 23.4% | $18.64万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $98.08万 | 0.03% | 18,605 | -3,807 | -17.0% | -$20.07万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $97.89万 | 0.03% | 31,185 | 155 | 0.5% | $4,865 | 加仓 |
| SLV | ISHARES SILVER TR | $97.88万 | 0.03% | 18,305 | -2,194 | -10.7% | -$11.73万 | 减仓 |
| GDX | VANECK ETF TRUST | $97.35万 | 0.03% | 12,902 | 577 | 4.7% | $4.35万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $97.19万 | 0.03% | 17,331 | 607 | 3.6% | $3.40万 | 加仓 |
| VMI | VALMONT INDS INC | $96.34万 | 0.03% | 1,668 | 7 | 0.4% | $4,043 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $96.04万 | 0.03% | 14,802 | 201 | 1.4% | $1.30万 | 加仓 |
| ISPY | PROSHARES TR | $95.88万 | 0.03% | 19,896 | 4,088 | 25.9% | $19.70万 | 加仓 |
| BE | BLOOM ENERGY CORP | $95.38万 | 0.03% | 3,151 | 3,151 | — | $95.38万 | 新建仓 |
| MO | ALTRIA GROUP INC | $95.33万 | 0.03% | 13,250 | 623 | 4.9% | $4.48万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $93.40万 | 0.03% | 19,115 | 11,914 | 165.4% | $58.22万 | 加仓 |
| IYR | ISHARES TR | $92.71万 | 0.03% | 9,067 | -70 | -0.8% | -$7,157 | 减仓 |
| DY | DYCOM INDS INC | $92.32万 | 0.03% | 1,826 | 98 | 5.7% | $4.95万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $92.04万 | 0.03% | 13,656 | -2,373 | -14.8% | -$15.99万 | 减仓 |
| BX | BLACKSTONE INC | $91.63万 | 0.03% | 7,787 | 706 | 10.0% | $8.31万 | 加仓 |
| NWL | NEWELL BRANDS INC | $91.61万 | 0.03% | 149,202 | -10,525 | -6.6% | -$6.46万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $91.36万 | 0.03% | 7,953 | -650 | -7.6% | -$7.47万 | 减仓 |
| GRAL | GRAIL INC | $91.32万 | 0.03% | 13,376 | -822 | -5.8% | -$5.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $91.19万 | 0.03% | 945 | -158 | -14.3% | -$15.25万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $90.09万 | 0.03% | 18,021 | -879 | -4.7% | -$4.39万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $89.69万 | 0.03% | 19,638 | 715 | 3.8% | $3.27万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $89.37万 | 0.03% | 10,453 | 1,044 | 11.1% | $8.93万 | 加仓 |
| SBUX | STARBUCKS CORP | $88.09万 | 0.03% | 8,620 | -994 | -10.3% | -$10.16万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $88.00万 | 0.03% | 14,596 | -474 | -3.1% | -$2.86万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $87.89万 | 0.03% | 3,320 | -379 | -10.2% | -$10.03万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $87.54万 | 0.03% | 21,300 | 3,136 | 17.3% | $12.89万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $87.09万 | 0.03% | 9,031 | 1,467 | 19.4% | $14.15万 | 加仓 |
| MSTR | STRATEGY INC | $86.90万 | 0.03% | 9,997 | 2,524 | 33.8% | $21.94万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $86.73万 | 0.03% | 17,006 | 9,324 | 121.4% | $47.55万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $86.47万 | 0.03% | 25,560 | -387 | -1.5% | -$1.31万 | 减仓 |
| CVS | CVS HEALTH CORP | $86.35万 | 0.03% | 8,347 | 2,216 | 36.1% | $22.92万 | 加仓 |
| IEF | ISHARES TR | $86.26万 | 0.03% | 9,122 | 289 | 3.3% | $2.73万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $85.60万 | 0.03% | 12,717 | 194 | 1.5% | $1.31万 | 加仓 |
| IWN | ISHARES TR | $85.30万 | 0.03% | 3,856 | 100 | 2.7% | $2.21万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $85.05万 | 0.03% | 40,404 | 40,404 | — | $85.05万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $84.79万 | 0.03% | 33,687 | 3,863 | 13.0% | $9.72万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $84.58万 | 0.03% | 34,793 | -3,827 | -9.9% | -$9.30万 | 减仓 |
| FLRT | PACER FDS TR | $84.44万 | 0.03% | 18,108 | -226 | -1.2% | -$1.05万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $84.16万 | 0.03% | 9,107 | 314 | 3.6% | $2.90万 | 加仓 |
| USRT | ISHARES TR | $83.89万 | 0.03% | 12,624 | -12,560 | -49.9% | -$83.46万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $82.86万 | 0.03% | 14,749 | -2,194 | -12.9% | -$12.33万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $82.69万 | 0.03% | 56,870 | 98 | 0.2% | $1,425 | 加仓 |
| IUSV | ISHARES TR | $82.66万 | 0.03% | 7,504 | 22 | 0.3% | $2,423 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $82.29万 | 0.03% | 16,186 | 54 | 0.3% | $2,745 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $81.97万 | 0.03% | 51,649 | -6,000 | -10.4% | -$9.52万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $81.35万 | 0.03% | 25,430 | 1,724 | 7.3% | $5.52万 | 加仓 |
| IWV | ISHARES TR | $81.23万 | 0.03% | 1,905 | 1,905 | — | $81.23万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $80.94万 | 0.03% | 2,417 | 468 | 24.0% | $15.67万 | 加仓 |
| WM | WASTE MGMT INC DEL | $80.60万 | 0.03% | 3,616 | 1,199 | 49.6% | $26.72万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $80.26万 | 0.03% | 16,123 | -74 | -0.5% | -$3,684 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $79.59万 | 0.03% | 2,739 | 228 | 9.1% | $6.63万 | 加仓 |
| IMCG | ISHARES TR | $79.04万 | 0.02% | 8,041 | 59 | 0.7% | $5,799 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $78.99万 | 0.02% | 26,960 | 1,800 | 7.2% | $5.27万 | 加仓 |
| DHR | DANAHER CORP DEL | $78.97万 | 0.02% | 4,146 | -69 | -1.6% | -$1.31万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $78.75万 | 0.02% | 32,141 | -14,704 | -31.4% | -$36.02万 | 减仓 |
| RING | ISHARES INC | $78.52万 | 0.02% | 12,155 | -255 | -2.1% | -$1.65万 | 减仓 |
| KXI | ISHARES TR | $78.23万 | 0.02% | 11,584 | 737 | 6.8% | $4.98万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $78.12万 | 0.02% | 17,457 | -663 | -3.7% | -$2.97万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $77.71万 | 0.02% | 7,676 | -615 | -7.4% | -$6.23万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $77.46万 | 0.02% | 7,504 | 179 | 2.4% | $1.85万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $77.38万 | 0.02% | 17,950 | -1,668 | -8.5% | -$7.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.95万 | 0.02% | 2,845 | 1,003 | 54.5% | $27.13万 | 加仓 |
| IWL | ISHARES TR | $76.75万 | 0.02% | 4,150 | 353 | 9.3% | $6.53万 | 加仓 |
| MELI | MERCADOLIBRE INC | $75.53万 | 0.02% | 445 | 232 | 108.9% | $39.38万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $74.97万 | 0.02% | 36,268 | 3,589 | 11.0% | $7.42万 | 加仓 |
| VV | VANGUARD INDEX FDS | $74.94万 | 0.02% | 2,179 | -100 | -4.4% | -$3.44万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $74.64万 | 0.02% | 11,663 | 11,663 | — | $74.64万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $73.69万 | 0.02% | 9,625 | 1,029 | 12.0% | $7.88万 | 加仓 |
| PLD | PROLOGIS INC. | $73.19万 | 0.02% | 5,403 | 778 | 16.8% | $10.54万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $73.18万 | 0.02% | 16,947 | -197 | -1.1% | -$8,507 | 减仓 |
| SHOP | SHOPIFY INC | $73.05万 | 0.02% | 6,398 | -710 | -10.0% | -$8.11万 | 减仓 |
| SPYI | NEOS ETF TRUST | $72.67万 | 0.02% | 13,688 | 327 | 2.4% | $1.74万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $72.59万 | 0.02% | 12,550 | 793 | 6.7% | $4.59万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $72.32万 | 0.02% | 2,619 | 2,619 | — | $72.32万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $72.17万 | 0.02% | 9,779 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $71.87万 | 0.02% | 7,719 | 2,536 | 48.9% | $23.61万 | 加仓 |
| DES | WISDOMTREE TR | $71.65万 | 0.02% | 17,614 | 466 | 2.7% | $1.90万 | 加仓 |
| MBB | ISHARES TR | $71.61万 | 0.02% | 7,577 | -379 | -4.8% | -$3.58万 | 减仓 |
| HON | HONEYWELL INTL INC | $71.33万 | 0.02% | 3,186 | -2,475 | -43.7% | -$55.41万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $71.25万 | 0.02% | 13,275 | 13,275 | — | $71.25万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $71.20万 | 0.02% | 13,798 | 675 | 5.1% | $3.48万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $70.39万 | 0.02% | 2,840 | -80 | -2.7% | -$1.98万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $70.37万 | 0.02% | 3,183 | 3,183 | — | $70.37万 | 新建仓 |