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 |
|---|---|---|---|---|---|---|---|---|
| FICS | FIRST TR EXCHANGE TRADED FD | $59.85万 | 0.02% | 15,332 | 1,590 | 11.6% | $6.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $59.80万 | 0.02% | 11,985 | 4,963 | 70.7% | $24.76万 | 加仓 |
| DTE | DTE ENERGY CO | $59.48万 | 0.02% | 4,067 | -90 | -2.2% | -$1.32万 | 减仓 |
| PPL | PPL CORP | $59.14万 | 0.02% | 15,482 | 642 | 4.3% | $2.45万 | 加仓 |
| FN | FABRINET | $59.14万 | 0.02% | 1,134 | 1,134 | — | $59.14万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $59.04万 | 0.02% | 16,640 | -450 | -2.6% | -$1.60万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $58.98万 | 0.02% | 25,698 | 5,853 | 29.5% | $13.43万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $58.65万 | 0.02% | 2,920 | 2,920 | — | $58.65万 | 新建仓 |
| DY | DYCOM INDS INC | $58.55万 | 0.02% | 1,728 | 1,728 | — | $58.55万 | 新建仓 |
| INCY | INCYTE CORP | $57.33万 | 0.02% | 6,091 | 254 | 4.4% | $2.39万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $56.84万 | 0.02% | 2,208 | 113 | 5.4% | $2.91万 | 加仓 |
| CB | CHUBB LTD SWITZ | $56.77万 | 0.02% | 1,741 | -182 | -9.5% | -$5.93万 | 减仓 |
| AOR | ISHARES TR | $56.58万 | 0.02% | 8,793 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $56.46万 | 0.02% | 4,630 | -8 | -0.2% | -$976 | 减仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $56.20万 | 0.02% | 10,200 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $56.16万 | 0.02% | 16,335 | 4,690 | 40.3% | $16.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $55.56万 | 0.02% | 2,417 | 279 | 13.0% | $6.41万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $55.28万 | 0.02% | 7,050 | 535 | 8.2% | $4.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $55.23万 | 0.02% | 131 | -24 | -15.5% | -$10.12万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $55.01万 | 0.02% | 12,350 | 12,350 | — | $55.01万 | 新建仓 |
| EXI | ISHARES TR | $55.01万 | 0.02% | 3,039 | 3,039 | — | $55.01万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $54.79万 | 0.02% | 159,727 | 48 | 0.0% | $165 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $54.49万 | 0.02% | 72,455 | 4,000 | 5.8% | $3.01万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $54.22万 | 0.02% | 11,980 | 5,625 | 88.5% | $25.46万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $54.05万 | 0.02% | 3,573 | 248 | 7.5% | $3.75万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $53.89万 | 0.02% | 11,185 | -261 | -2.3% | -$1.26万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $53.53万 | 0.02% | 22,208 | 22,208 | — | $53.53万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $52.82万 | 0.02% | 8,793 | 5,210 | 145.4% | $31.30万 | 加仓 |
| NUE | NUCOR CORP | $52.79万 | 0.02% | 3,121 | -125 | -3.9% | -$2.11万 | 减仓 |
| IDV | ISHARES TR | $52.77万 | 0.02% | 12,399 | -139 | -1.1% | -$5,916 | 减仓 |
| ONEY | SPDR SERIES TRUST | $52.27万 | 0.02% | 4,354 | 666 | 18.1% | $8.00万 | 加仓 |
| EOG | EOG RES INC | $52.19万 | 0.02% | 3,609 | 3,609 | — | $52.19万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $51.73万 | 0.02% | 9,100 | 9,100 | — | $51.73万 | 新建仓 |
| CTAS | CINTAS CORP | $51.08万 | 0.02% | 3,020 | 633 | 26.5% | $10.71万 | 加仓 |
| GSK | GSK PLC | $50.98万 | 0.02% | 9,237 | 280 | 3.1% | $1.55万 | 加仓 |
| PALC | PACER FDS TR | $50.47万 | 0.02% | 9,741 | 2,427 | 33.2% | $12.57万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $49.96万 | 0.02% | 5,861 | -100 | -1.7% | -$8,524 | 减仓 |
| — | PACER FDS TR | $49.90万 | 0.02% | 15,747 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $49.85万 | 0.02% | 4,822 | 919 | 23.5% | $9.50万 | 加仓 |
| IVZ | INVESCO LTD | $49.44万 | 0.02% | 20,353 | 20,353 | — | $49.44万 | 新建仓 |
| TMSL | T ROWE PRICE ETF INC | $49.15万 | 0.02% | 13,403 | 13,403 | — | $49.15万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $48.84万 | 0.02% | 1,949 | -30 | -1.5% | -$7,518 | 减仓 |
| PTLC | PACER FDS TR | $48.78万 | 0.02% | 9,298 | 8 | 0.1% | $420 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $48.63万 | 0.02% | 14,863 | 14,863 | — | $48.63万 | 新建仓 |
| — | DBX ETF TR | $48.05万 | 0.02% | 10,825 | 10,825 | — | $48.05万 | 新建仓 |
| — | PACER FDS TR | $48.02万 | 0.02% | 8,882 | 1,898 | 27.2% | $10.26万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.95万 | 0.02% | 1,842 | 16 | 0.9% | $4,165 | 加仓 |
| LNG | CHENIERE ENERGY INC | $47.53万 | 0.02% | 1,675 | 362 | 27.6% | $10.27万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $47.10万 | 0.02% | 4,293 | 1,396 | 48.2% | $15.32万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $46.99万 | 0.02% | 9,778 | 968 | 11.0% | $4.65万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $46.88万 | 0.02% | 9,861 | 157 | 1.6% | $7,464 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $46.59万 | 0.02% | 7,769 | -968 | -11.1% | -$5.81万 | 减仓 |
| TGT | TARGET CORP | $46.53万 | 0.02% | 3,838 | -518 | -11.9% | -$6.28万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $46.00万 | 0.02% | 9,798 | 4,072 | 71.1% | $19.12万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $45.79万 | 0.02% | 2,314 | -61 | -2.6% | -$1.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $45.27万 | 0.02% | 734 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $45.17万 | 0.02% | 2,617 | 96 | 3.8% | $1.66万 | 加仓 |
| XBI | SPDR SERIES TRUST | $45.08万 | 0.02% | 3,529 | 1,436 | 68.6% | $18.35万 | 加仓 |
| GRNY | TIDAL TRUST I | $45.05万 | 0.02% | 18,872 | 8,129 | 75.7% | $19.40万 | 加仓 |
| ARKQ | ARK ETF TR | $44.58万 | 0.02% | 3,964 | 1,952 | 97.0% | $21.95万 | 加仓 |
| IYC | ISHARES TR | $44.55万 | 0.02% | 4,596 | -744 | -13.9% | -$7.21万 | 减仓 |
| YUM | YUM BRANDS INC | $44.29万 | 0.02% | 2,848 | 188 | 7.1% | $2.92万 | 加仓 |
| QXO | QXO INC | $44.22万 | 0.02% | 22,768 | 4,170 | 22.4% | $8.10万 | 加仓 |
| DBEF | DBX ETF TR | $44.20万 | 0.02% | 8,947 | 2,180 | 32.2% | $10.77万 | 加仓 |
| VAW | VANGUARD WORLD FD | $44.19万 | 0.02% | 1,961 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $44.03万 | 0.02% | 6,131 | -11,294 | -64.8% | -$81.11万 | 减仓 |
| IJK | ISHARES TR | $44.00万 | 0.02% | 4,373 | -666 | -13.2% | -$6.70万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $43.44万 | 0.02% | 7,389 | -1,819 | -19.8% | -$10.69万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $43.27万 | 0.02% | 3,854 | 49 | 1.3% | $5,502 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $43.26万 | 0.02% | 4,638 | 304 | 7.0% | $2.84万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.21万 | 0.02% | 1,103 | -18 | -1.6% | -$7,052 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $43.15万 | 0.02% | 14,838 | 3,735 | 33.6% | $10.86万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $43.05万 | 0.02% | 10,629 | 624 | 6.2% | $2.53万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $42.90万 | 0.02% | 5,603 | -237 | -4.1% | -$1.81万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $42.54万 | 0.02% | 5,183 | 5,183 | — | $42.54万 | 新建仓 |
| MXI | ISHARES TR | $42.48万 | 0.02% | 3,999 | -854 | -17.6% | -$9.07万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $41.86万 | 0.02% | 57,496 | 57,496 | — | $41.86万 | 新建仓 |
| ADBE | ADOBE INC | $41.83万 | 0.02% | 1,720 | -258 | -13.0% | -$6.27万 | 减仓 |
| BOTZ | GLOBAL X FDS | $41.67万 | 0.02% | 12,543 | 861 | 7.4% | $2.86万 | 加仓 |
| IUSB | ISHARES TR | $41.63万 | 0.02% | 9,012 | 126 | 1.4% | $5,820 | 加仓 |
| JNK | SPDR SERIES TRUST | $41.41万 | 0.02% | 4,326 | 299 | 7.4% | $2.86万 | 加仓 |
| OKLO | OKLO INC | $41.28万 | 0.02% | 8,324 | 3,939 | 89.8% | $19.53万 | 加仓 |
| ESLT | ELBIT SYS LTD | $41.27万 | 0.02% | 486 | 486 | — | $41.27万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.84万 | 0.02% | 5,437 | 92 | 1.7% | $6,910 | 加仓 |
| AFL | AFLAC INC | $40.79万 | 0.02% | 3,718 | -52 | -1.4% | -$5,705 | 减仓 |
| EMB | ISHARES TR | $40.56万 | 0.02% | 4,318 | -132 | -3.0% | -$1.24万 | 减仓 |
| IONQ | IONQ INC | $40.29万 | 0.01% | 13,974 | 21 | 0.2% | $605 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.20万 | 0.01% | 2,600 | 2,600 | — | $40.20万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $39.90万 | 0.01% | 4,136 | 731 | 21.5% | $7.05万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $39.75万 | 0.01% | 21,121 | 706 | 3.5% | $1.33万 | 重新持有 |
| IWMI | NEOS ETF TRUST | $39.75万 | 0.01% | 8,385 | 3,861 | 85.3% | $18.30万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $39.44万 | 0.01% | 51,418 | 51,418 | — | $39.44万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $39.39万 | 0.01% | 1,372 | 411 | 42.8% | $11.80万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.16万 | 0.01% | 7,682 | -2,474 | -24.4% | -$12.61万 | 减仓 |
| VCR | VANGUARD WORLD FD | $39.10万 | 0.01% | 1,089 | 489 | 81.5% | $17.56万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $38.72万 | 0.01% | 10,582 | 0 | 0.0% | — | 不变 |
| AVMV | AMERICAN CENTY ETF TR | $38.66万 | 0.01% | 5,212 | 1,278 | 32.5% | $9.48万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $38.27万 | 0.01% | 861 | -840 | -49.4% | -$37.33万 | 减仓 |
| CALF | PACER FDS TR | $38.20万 | 0.01% | 8,513 | 751 | 9.7% | $3.37万 | 加仓 |
| IJS | ISHARES TR | $38.06万 | 0.01% | 3,213 | -97 | -2.9% | -$1.15万 | 减仓 |