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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $34.83万 | 0.01% | 769 | 2 | 0.3% | $906 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $34.80万 | 0.01% | 14,794 | -1,503 | -9.2% | -$3.54万 | 减仓 |
| REET | ISHARES TR | $34.71万 | 0.01% | 12,569 | -1,949 | -13.4% | -$5.38万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $34.46万 | 0.01% | 7,992 | 7,992 | — | $34.46万 | 新建仓 |
| DDOG | DATADOG INC | $34.34万 | 0.01% | 1,319 | -5,901 | -81.7% | -$153.64万 | 减仓 |
| — | PACER FDS TR | $34.32万 | 0.01% | 8,616 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $34.14万 | 0.01% | 7,460 | 2,762 | 58.8% | $12.64万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $34.13万 | 0.01% | 7,467 | 7,467 | — | $34.13万 | 新建仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $34.06万 | 0.01% | 3,175 | 768 | 31.9% | $8.24万 | 加仓 |
| MPC | MARATHON PETE CORP | $33.37万 | 0.01% | 1,305 | -85 | -6.1% | -$2.17万 | 减仓 |
| IJS | ISHARES TR | $33.21万 | 0.01% | 2,430 | -783 | -24.4% | -$10.70万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $32.96万 | 0.01% | 8,198 | 0 | 0.0% | — | 不变 |
| GSC | GOLDMAN SACHS ETF TR | $32.95万 | 0.01% | 4,760 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $32.86万 | 0.01% | 4,975 | 324 | 7.0% | $2.14万 | 加仓 |
| NI | NISOURCE INC | $32.85万 | 0.01% | 6,909 | 20 | 0.3% | $951 | 加仓 |
| RPAR | TIDAL TRUST I | $32.41万 | 0.01% | 14,559 | -342 | -2.3% | -$7,613 | 减仓 |
| VDE | VANGUARD WORLD FD | $32.38万 | 0.01% | 2,157 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $32.05万 | 0.01% | 11,424 | 11,424 | — | $32.05万 | 新建仓 |
| VEEV | VEEVA SYS INC | $32.00万 | 0.01% | 1,803 | 9 | 0.5% | $1,597 | 加仓 |
| IGM | ISHARES TR | $31.98万 | 0.01% | 1,955 | 5 | 0.3% | $818 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.91万 | 0.01% | 1,683 | 1,683 | — | $31.91万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $31.84万 | 0.01% | 1,648 | -34 | -2.0% | -$6,569 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $31.83万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $31.69万 | 0.01% | 2,188 | -141 | -6.1% | -$2.04万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $31.52万 | 0.01% | 2,650 | 2,650 | — | $31.52万 | 新建仓 |
| MPLX | MPLX LP | $31.42万 | 0.01% | 5,578 | -594 | -9.6% | -$3.35万 | 减仓 |
| QXO | QXO INC | $31.39万 | 0.01% | 18,168 | -4,600 | -20.2% | -$7.95万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $31.31万 | 0.01% | 8,460 | 81 | 1.0% | $2,998 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.29万 | 0.01% | 2,326 | -534 | -18.7% | -$7.18万 | 减仓 |
| CIEN | CIENA CORP | $31.15万 | 0.01% | 635 | 635 | — | $31.15万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $31.10万 | 0.01% | 1,062 | -362 | -25.4% | -$10.60万 | 减仓 |
| FALN | ISHARES TR | $30.75万 | 0.01% | 11,290 | -1,340 | -10.6% | -$3.65万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $30.69万 | 0.01% | 8,411 | -323 | -3.7% | -$1.18万 | 减仓 |
| MLN | VANECK ETF TRUST | $30.58万 | 0.01% | 17,200 | 5,200 | 43.3% | $9.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.40万 | 0.01% | 10,973 | 449 | 4.3% | $1.24万 | 加仓 |
| ETR | ENTERGY CORP NEW | $30.27万 | 0.01% | 2,636 | 2,636 | — | $30.27万 | 新建仓 |
| EFAV | ISHARES TR | $30.15万 | 0.01% | 3,437 | 3,437 | — | $30.15万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $30.14万 | 0.01% | 20,731 | 25 | 0.1% | $363 | 加仓 |
| ES | EVERSOURCE ENERGY | $30.14万 | 0.01% | 4,170 | -878 | -17.4% | -$6.35万 | 减仓 |
| MGC | VANGUARD WORLD FD | $29.96万 | 0.01% | 1,095 | 1,095 | — | $29.96万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $29.91万 | 0.01% | 906 | 14 | 1.6% | $4,622 | 加仓 |
| DSI | ISHARES TR | $29.87万 | 0.01% | 2,098 | 4 | 0.2% | $570 | 加仓 |
| VPU | VANGUARD WORLD FD | $29.79万 | 0.01% | 1,522 | 220 | 16.9% | $4.31万 | 加仓 |
| REZ | ISHARES TR | $29.62万 | 0.01% | 3,128 | 164 | 5.5% | $1.55万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.59万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $29.53万 | 0.01% | 7,159 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $29.34万 | 0.01% | 2,986 | 809 | 37.2% | $7.95万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $29.16万 | 0.01% | 13,793 | 1,756 | 14.6% | $3.71万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $29.14万 | 0.01% | 2,760 | -140 | -4.8% | -$1.48万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $29.06万 | 0.01% | 10,198 | 563 | 5.8% | $1.60万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $28.99万 | 0.01% | 4,924 | 4,924 | — | $28.99万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.94万 | 0.01% | 2,947 | 590 | 25.0% | $5.79万 | 加仓 |
| VOX | VANGUARD WORLD FD | $28.71万 | 0.01% | 1,561 | 85 | 5.8% | $1.56万 | 加仓 |
| IYY | ISHARES TR | $28.69万 | 0.01% | 1,574 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.49万 | 0.01% | 6,422 | -871 | -11.9% | -$3.86万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $28.42万 | 0.01% | 6,600 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $28.18万 | 0.01% | 3,648 | -50 | -1.4% | -$3,863 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $28.17万 | 0.01% | 5,833 | 5,833 | — | $28.17万 | 新建仓 |
| ALAB | ASTERA LABS INC | $27.97万 | 0.01% | 579 | 579 | — | $27.97万 | 新建仓 |
| IWY | ISHARES TR | $27.94万 | 0.01% | 961 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $27.93万 | 0.01% | 7,558 | 20 | 0.3% | $739 | 加仓 |
| DAL | DELTA AIR LINES INC | $27.85万 | 0.01% | 2,973 | -289 | -8.9% | -$2.71万 | 重新持有 |
| — | VANECK ETF TRUST | $27.76万 | 0.01% | 4,345 | 4,345 | — | $27.76万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $27.76万 | 0.01% | 2,768 | -2,058 | -42.6% | -$20.64万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $27.60万 | 0.01% | 10,047 | 10,047 | — | $27.60万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $27.50万 | 0.01% | 6,766 | 21 | 0.3% | $853 | 加仓 |
| SHYG | ISHARES TR | $27.48万 | 0.01% | 6,480 | 6,480 | — | $27.48万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $27.45万 | 0.01% | 56,474 | 0 | 0.0% | — | 不变 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $27.40万 | 0.01% | 14,188 | -642 | -4.3% | -$1.24万 | 减仓 |
| HYEM | VANECK ETF TRUST | $27.36万 | 0.01% | 13,604 | 13,604 | — | $27.36万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.29万 | 0.01% | 1,637 | 18 | 1.1% | $3,001 | 加仓 |
| D | DOMINION ENERGY INC | $27.19万 | 0.01% | 3,982 | -110 | -2.7% | -$7,511 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $27.16万 | 0.01% | 1,642 | 1,642 | — | $27.16万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $26.98万 | 0.01% | 858 | -514 | -37.5% | -$16.16万 | 减仓 |
| IGV | ISHARES TR | $26.81万 | 0.01% | 2,959 | -1,571 | -34.7% | -$14.23万 | 重新持有 |
| MARA | MARA HOLDINGS INC | $26.77万 | 0.01% | 19,270 | -160 | -0.8% | -$2,222 | 减仓 |
| EMBX | VANECK FDS | $26.62万 | 0.01% | 5,188 | 72 | 1.4% | $3,694 | 加仓 |
| ESGE | ISHARES INC | $26.48万 | 0.01% | 4,842 | -1,217 | -20.1% | -$6.66万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.46万 | 0.01% | 1,924 | 36 | 1.9% | $4,952 | 加仓 |
| ADBE | ADOBE INC | $26.30万 | 0.01% | 1,283 | -437 | -25.4% | -$8.96万 | 减仓 |
| SHV | ISHARES TR | $26.22万 | 0.01% | 2,376 | 194 | 8.9% | $2.14万 | 加仓 |
| DTM | DT MIDSTREAM INC | $26.19万 | 0.01% | 1,785 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $26.15万 | 0.01% | 15,961 | 3,448 | 27.6% | $5.65万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $26.13万 | 0.01% | 2,552 | 1 | 0.0% | $102 | 加仓 |
| BUG | GLOBAL X FDS | $25.86万 | 0.01% | 6,772 | 6,772 | — | $25.86万 | 新建仓 |
| IYE | ISHARES TR | $25.83万 | 0.01% | 4,565 | 182 | 4.2% | $1.03万 | 加仓 |
| UMI | USCF ETF TR | $25.74万 | 0.01% | 4,374 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $25.65万 | 0.01% | 951 | 5 | 0.5% | $1,348 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $25.63万 | 0.01% | 6,150 | 6,150 | — | $25.63万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $25.57万 | 0.01% | 16,105 | -404 | -2.4% | -$6,415 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $25.54万 | 0.01% | 685 | 685 | — | $25.54万 | 新建仓 |
| FE | FIRSTENERGY CORP | $25.42万 | 0.01% | 5,348 | -101 | -1.9% | -$4,802 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $25.38万 | 0.01% | 4,110 | -2,495 | -37.8% | -$15.41万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $25.04万 | 0.01% | 9,393 | 662 | 7.6% | $1.76万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.99万 | 0.01% | 4,737 | 560 | 13.4% | $2.95万 | 加仓 |
| NTAP | NETAPP INC | $24.93万 | 0.01% | 1,611 | 1,611 | — | $24.93万 | 新建仓 |
| STIP | ISHARES TR | $24.92万 | 0.01% | 2,439 | -330 | -11.9% | -$3.37万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.88万 | 0.01% | 7,318 | -776 | -9.6% | -$2.64万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $24.72万 | 0.01% | 3,100 | 3,100 | — | $24.72万 | 新建仓 |
| KCE | SPDR SERIES TRUST | $24.71万 | 0.01% | 1,678 | -147 | -8.1% | -$2.16万 | 减仓 |