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 |
|---|---|---|---|---|---|---|---|---|
| ARKQ | ARK ETF TR | $48.14万 | 0.02% | 3,641 | -323 | -8.1% | -$4.27万 | 减仓 |
| IWMI | NEOS ETF TRUST | $47.83万 | 0.02% | 8,937 | 552 | 6.6% | $2.95万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $47.78万 | 0.02% | 4,646 | 8 | 0.2% | $823 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.73万 | 0.02% | 2,716 | 402 | 17.4% | $7.07万 | 加仓 |
| GRNY | TIDAL TRUST I | $47.07万 | 0.01% | 17,025 | -1,847 | -9.8% | -$5.11万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $47.07万 | 0.01% | 5,550 | 5,550 | — | $47.07万 | 新建仓 |
| CRWV | COREWEAVE INC | $47.03万 | 0.01% | 4,725 | -79 | -1.6% | -$7,864 | 减仓 |
| SCZ | ISHARES TR | $46.61万 | 0.01% | 5,666 | 1,634 | 40.5% | $13.44万 | 加仓 |
| MFC | MANULIFE FINL CORP | $46.57万 | 0.01% | 11,497 | 1,623 | 16.4% | $6.57万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $46.54万 | 0.01% | 25,957 | 5,133 | 24.6% | $9.20万 | 加仓 |
| FTNT | FORTINET INC | $46.24万 | 0.01% | 3,010 | -265 | -8.1% | -$4.07万 | 减仓 |
| YUM | YUM BRANDS INC | $46.21万 | 0.01% | 2,891 | 43 | 1.5% | $6,873 | 加仓 |
| — | GLOBAL X FDS | $46.05万 | 0.01% | 8,102 | 8,102 | — | $46.05万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $46.01万 | 0.01% | 4,793 | -2,188 | -31.3% | -$21.00万 | 减仓 |
| CALF | PACER FDS TR | $45.88万 | 0.01% | 9,065 | 552 | 6.5% | $2.79万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $45.86万 | 0.01% | 9,798 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $45.71万 | 0.01% | 8,719 | -518 | -5.6% | -$2.72万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $45.69万 | 0.01% | 10,129 | 10,129 | — | $45.69万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $45.68万 | 0.01% | 9,068 | 9,068 | — | $45.68万 | 新建仓 |
| IYC | ISHARES TR | $45.58万 | 0.01% | 4,509 | -87 | -1.9% | -$8,795 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $45.47万 | 0.01% | 7,890 | 7,890 | — | $45.47万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $45.45万 | 0.01% | 9,384 | -394 | -4.0% | -$1.91万 | 减仓 |
| MXI | ISHARES TR | $45.15万 | 0.01% | 4,265 | 266 | 6.7% | $2.82万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.11万 | 0.01% | 5,386 | -51 | -0.9% | -$4,272 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $45.11万 | 0.01% | 4,185 | 803 | 23.7% | $8.66万 | 加仓 |
| VAW | VANGUARD WORLD FD | $44.89万 | 0.01% | 1,962 | 1 | 0.1% | $229 | 加仓 |
| IBRX | IMMUNITYBIO INC | $44.49万 | 0.01% | 50,818 | -600 | -1.2% | -$5,253 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $44.48万 | 0.01% | 1,329 | -103 | -7.2% | -$3.45万 | 减仓 |
| BOTZ | GLOBAL X FDS | $44.41万 | 0.01% | 11,704 | -839 | -6.7% | -$3.18万 | 减仓 |
| IQDG | WISDOMTREE TR | $44.30万 | 0.01% | 10,284 | 836 | 8.8% | $3.60万 | 加仓 |
| WMB | WILLIAMS COS INC | $44.23万 | 0.01% | 5,949 | 994 | 20.1% | $7.39万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $44.09万 | 0.01% | 29,630 | -14,493 | -32.8% | -$21.57万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $44.07万 | 0.01% | 3,612 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $43.99万 | 0.01% | 9,532 | 520 | 5.8% | $2.40万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $43.88万 | 0.01% | 1,836 | 161 | 9.6% | $3.85万 | 加仓 |
| TIP | ISHARES TR | $43.84万 | 0.01% | 4,006 | 1,475 | 58.3% | $16.14万 | 加仓 |
| IXP | ISHARES TR | $43.81万 | 0.01% | 3,883 | 3,883 | — | $43.81万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $43.54万 | 0.01% | 315 | 51 | 19.3% | $7.05万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $43.50万 | 0.01% | 10,662 | 10,662 | — | $43.50万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $43.04万 | 0.01% | 10,582 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $43.00万 | 0.01% | 3,667 | -51 | -1.4% | -$5,980 | 减仓 |
| MET | METLIFE INC | $42.97万 | 0.01% | 5,079 | 2,515 | 98.1% | $21.28万 | 重新持有 |
| PCEF | INVESCO EXCH TRADED FD TR II | $42.83万 | 0.01% | 21,089 | -32 | -0.2% | -$650 | 减仓 |
| — | ETF SER SOLUTIONS | $42.79万 | 0.01% | 16,024 | 1,966 | 14.0% | $5.25万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $42.74万 | 0.01% | 10,573 | -56 | -0.5% | -$2,264 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $42.53万 | 0.01% | 9,100 | 9,100 | — | $42.53万 | 新建仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $42.51万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.89万 | 0.01% | 1,116 | 138 | 14.1% | $5.18万 | 加仓 |
| RAAX | VANECK ETF TRUST | $41.82万 | 0.01% | 10,543 | 10,543 | — | $41.82万 | 新建仓 |
| AVMV | AMERICAN CENTY ETF TR | $41.76万 | 0.01% | 5,185 | -27 | -0.5% | -$2,174 | 减仓 |
| EMB | ISHARES TR | $41.66万 | 0.01% | 4,320 | 2 | 0.0% | $193 | 加仓 |
| AMP | AMERIPRISE FINL INC | $41.11万 | 0.01% | 896 | 35 | 4.1% | $1.61万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $40.77万 | 0.01% | 37,614 | 3,893 | 11.5% | $4.22万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.71万 | 0.01% | 3,922 | 224 | 6.1% | $2.33万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $40.66万 | 0.01% | 3,704 | -432 | -10.4% | -$4.74万 | 减仓 |
| — | ISHARES TR | $40.62万 | 0.01% | 4,781 | 2,182 | 84.0% | $18.54万 | 加仓 |
| HUBB | HUBBELL INC | $40.60万 | 0.01% | 776 | 2 | 0.3% | $1,046 | 加仓 |
| BROS | DUTCH BROS INC | $40.46万 | 0.01% | 5,634 | 1,269 | 29.1% | $9.11万 | 加仓 |
| MTRN | MATERION CORP | $40.15万 | 0.01% | 1,350 | -250 | -15.6% | -$7.43万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.89万 | 0.01% | 3,370 | 571 | 20.4% | $6.76万 | 加仓 |
| SNOW | SNOWFLAKE INC | $39.78万 | 0.01% | 1,563 | -143 | -8.4% | -$3.64万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $39.59万 | 0.01% | 7,083 | 500 | 7.6% | $2.79万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $39.54万 | 0.01% | 11,672 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $39.45万 | 0.01% | 4,783 | 608 | 14.6% | $5.02万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $39.31万 | 0.01% | 3,698 | 66 | 1.8% | $7,017 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $39.29万 | 0.01% | 8,104 | -1,757 | -17.8% | -$8.52万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $38.74万 | 0.01% | 7,618 | 7,618 | — | $38.74万 | 新建仓 |
| IMTM | ISHARES TR | $38.72万 | 0.01% | 7,260 | 247 | 3.5% | $1.32万 | 加仓 |
| ACWI | ISHARES TR | $38.68万 | 0.01% | 2,464 | 66 | 2.8% | $1.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $38.43万 | 0.01% | 3,088 | -2,785 | -47.4% | -$34.66万 | 减仓 |
| MUB | ISHARES TR | $38.42万 | 0.01% | 3,570 | 241 | 7.2% | $2.59万 | 加仓 |
| DOV | DOVER CORP | $38.31万 | 0.01% | 1,708 | 1,708 | — | $38.31万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $38.11万 | 0.01% | 3,263 | 107 | 3.4% | $1.25万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $37.84万 | 0.01% | 3,421 | 1,137 | 49.8% | $12.58万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $37.76万 | 0.01% | 2,312 | 236 | 11.4% | $3.85万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $37.71万 | 0.01% | 2,581 | 572 | 28.5% | $8.36万 | 加仓 |
| — | CHICAGO ATLANTIC BDC INC | $37.71万 | 0.01% | 38,600 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $37.57万 | 0.01% | 1,720 | -1,745 | -50.4% | -$38.11万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $37.16万 | 0.01% | 9,527 | -25 | -0.3% | -$975 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $37.11万 | 0.01% | 49,081 | -8,415 | -14.6% | -$6.36万 | 减仓 |
| PFXF | VANECK ETF TRUST | $36.99万 | 0.01% | 20,734 | 5,557 | 36.6% | $9.91万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.97万 | 0.01% | 747 | -51 | -6.4% | -$2.52万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $36.73万 | 0.01% | 3,403 | -1,581 | -31.7% | -$17.06万 | 重新持有 |
| CTVA | CORTEVA INC | $36.66万 | 0.01% | 4,328 | 154 | 3.7% | $1.30万 | 加仓 |
| RKLB | ROCKET LAB CORP | $36.57万 | 0.01% | 3,598 | 3,598 | — | $36.57万 | 新建仓 |
| USB | US BANCORP | $36.43万 | 0.01% | 6,032 | 60 | 1.0% | $3,624 | 加仓 |
| CELH | CELSIUS HLDGS INC | $36.31万 | 0.01% | 12,400 | -4,240 | -25.5% | -$12.41万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $36.00万 | 0.01% | 14,039 | -341 | -2.4% | -$8,743 | 减仓 |
| NET | CLOUDFLARE INC | $35.88万 | 0.01% | 1,463 | -44 | -2.9% | -$1.08万 | 减仓 |
| IAGG | ISHARES TR | $35.77万 | 0.01% | 7,069 | 833 | 13.4% | $4.22万 | 加仓 |
| IRM | IRON MTN INC DEL | $35.70万 | 0.01% | 2,826 | 2,826 | — | $35.70万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $35.60万 | 0.01% | 1,923 | 1,923 | — | $35.60万 | 新建仓 |
| SMLF | ISHARES TR | $35.52万 | 0.01% | 3,985 | 777 | 24.2% | $6.93万 | 加仓 |
| URA | GLOBAL X FDS | $35.35万 | 0.01% | 8,089 | 2,423 | 42.8% | $10.59万 | 加仓 |
| TFC | TRUIST FINL CORP | $35.33万 | 0.01% | 7,091 | -74 | -1.0% | -$3,687 | 减仓 |
| IYJ | ISHARES TR | $35.26万 | 0.01% | 2,116 | 2 | 0.1% | $333 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $35.20万 | 0.01% | 6,969 | 810 | 13.2% | $4.09万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $35.18万 | 0.01% | 1,868 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $35.01万 | 0.01% | 18,997 | 3,496 | 22.6% | $6.44万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $34.83万 | 0.01% | 901 | 8 | 0.9% | $3,093 | 加仓 |