13F 机构持仓

Gladstone Institutional Advisory LLC

Bedminster NJ · SEC CIK 0001766530

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$31.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 2.7%
AAPL 2.6%
IVV 2.5%
VOO 2.1%
BUFR 2.0%
SPY 1.8%
SPTI 1.7%
SPYM 1.7%
AMZN 1.6%
SPYV 1.4%

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
HBAN HUNTINGTON BANCSHARES INC $19.74万0.01%12,612 6385.3% $9,985 加仓
— TIDAL TRUST I $19.58万0.01%10,940 4784.6% $8,556 加仓
ICLN ISHARES TR $19.45万0.01%10,636 10,636— $19.45万 新建仓
F FORD MTR CO $19.43万0.01%16,836 -5,310-24.0% -$6.13万 减仓
NOV NOV INC $18.81万0.01%10,000 -700-6.5% -$1.32万 减仓
ONDS ONDAS INC $17.70万0.01%19,581 19,581— $17.70万 新建仓
ENVX ENOVIX CORPORATION $15.99万0.01%30,860 -1,450-4.5% -$7,511 减仓
MARA MARA HOLDINGS INC $15.85万0.01%19,430 -1,440-6.9% -$1.18万 减仓
NML NEUBERGER ENGY INFRSTR & INC $14.94万0.01%14,212 580.4% $610 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $14.53万0.01%16,780 00.0% — 不变
BBNX BETA BIONICS INC $14.23万0.01%14,200 00.0% — 不变
— CHERRY HILL MTG INVT CORP $12.95万0.00%51,810 39,161309.6% $9.79万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $12.74万0.00%11,558 11,558— $12.74万 新建仓
— JOURNEY MED CORP $12.46万0.00%26,571 -2,500-8.6% -$1.17万 减仓
— BLACKROCK MUNIHLDGS NJ QLTY $11.61万0.00%10,031 00.0% — 不变
TNGY TORTOISE CAPITAL SERIES TRUS $10.81万0.00%10,365 10,365— $10.81万 新建仓
— PUTNAM ETF TRUST $9.61万0.00%13,200 13,200— $9.61万 新建仓
CMPS COMPASS PATHWAYS PLC $9.37万0.00%16,944 -12,379-42.2% -$6.85万 重新持有
— EATON VANCE RISK-MANAGED DIV $9.06万0.00%11,090 00.0% — 不变
— BITFARMS LTD $8.20万0.00%42,075 -95,750-69.5% -$18.67万 减仓
XBGYX BLACKROCK ENHANCED INTL DIV $7.80万0.00%14,413 00.0% — 不变
NIO NIO INC $6.75万0.00%11,193 00.0% — 不变
— GALECTIN THERAPEUTICS INC $6.67万0.00%23,900 00.0% — 不变
— GREYSTONE HOUSING IMPACT INV $5.06万0.00%10,293 00.0% — 不变
— CANAAN INC $4.63万0.00%107,250 -37,500-25.9% -$1.62万 减仓
— NEW FOUND GOLD CORP $2.33万0.00%12,000 12,000— $2.33万 新建仓
— CARDIFF ONCOLOGY INC $2.11万0.00%13,000 00.0% — 不变
— ATYR PHARMA INC $8,8140.00%11,300 00.0% — 不变
— GOSSAMER BIO INC $8,1980.00%24,955 10,78576.1% $3,543 加仓
DSTL ETF SER SOLUTIONS $00.00%0 -127,673-100.0% -$752.00万 清仓
AFLG FIRST TR EXCHNG TRADED FD VI $00.00%0 -117,640-100.0% -$459.97万 清仓
RDDT REDDIT INC $00.00%0 -16,295-100.0% -$374.57万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -5,229-100.0% -$303.65万 清仓
— AIM ETF PRODUCTS TRUST $00.00%0 -104,482-100.0% -$289.36万 清仓
FTC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -13,333-100.0% -$213.17万 清仓
— CHURCHILL CAP CORP X $00.00%0 -134,554-100.0% -$209.90万 清仓
AOK ISHARES TR $00.00%0 -51,945-100.0% -$208.46万 清仓
IXC ISHARES TR $00.00%0 -48,538-100.0% -$203.52万 清仓
MFSI MFS ACTIVE EXCHANGE TRADED F $00.00%0 -61,517-100.0% -$187.32万 清仓
FXR FIRST TR EXCHANGE TRADED FD $00.00%0 -14,174-100.0% -$113.21万 清仓
SPGI S&P GLOBAL INC $00.00%0 -1,644-100.0% -$85.95万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -3,005-100.0% -$67.96万 清仓
VISN COMMSCOPE HLDG CO INC $00.00%0 -36,493-100.0% -$66.16万 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 —— — 申报中断
AXON AXON ENTERPRISE INC $00.00%0 —— — 申报中断
FV FIRST TR EXCHANGE TRADED FD $00.00%0 -10,017-100.0% -$63.03万 清仓
— TWO RDS SHARED TR $00.00%0 -15,394-100.0% -$59.82万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 —— — 申报中断
CRH CRH PLC $00.00%0 -4,256-100.0% -$53.11万 清仓
CBRE CBRE GROUP INC $00.00%0 -3,078-100.0% -$49.49万 清仓
IGV ISHARES TR $00.00%0 —— — 申报中断
ROKU ROKU INC $00.00%0 -4,075-100.0% -$44.21万 清仓
SAN BANCO SANTANDER SA $00.00%0 -36,227-100.0% -$42.49万 清仓
ACIO ETF SER SOLUTIONS $00.00%0 -9,600-100.0% -$41.95万 清仓
NU NU HLDGS LTD $00.00%0 -23,574-100.0% -$39.46万 清仓
MFG MIZUHO FINANCIAL GROUP INC $00.00%0 -53,707-100.0% -$39.31万 清仓
TFLO ISHARES TR $00.00%0 -7,738-100.0% -$39.05万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 —— — 申报中断
AOM ISHARES TR $00.00%0 -7,772-100.0% -$37.10万 清仓
IDU ISHARES TR $00.00%0 —— — 申报中断
TROW PRICE T ROWE GROUP INC $00.00%0 -3,563-100.0% -$36.48万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -8,565-100.0% -$35.35万 清仓
TTE TOTALENERGIES SE $00.00%0 -4,985-100.0% -$32.62万 清仓
DRSK ETF SER SOLUTIONS $00.00%0 -11,215-100.0% -$31.93万 清仓
RACE FERRARI N V $00.00%0 -845-100.0% -$31.23万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -16,026-100.0% -$30.70万 清仓
CPS COOPER STD HLDGS INC $00.00%0 -9,194-100.0% -$30.18万 清仓
DUBS ETF SER SOLUTIONS $00.00%0 -7,794-100.0% -$29.36万 清仓
PFLD ETF SER SOLUTIONS $00.00%0 -14,555-100.0% -$28.48万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -2,629-100.0% -$27.53万 清仓
SPTL SPDR SERIES TRUST $00.00%0 -10,306-100.0% -$27.28万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -1,832-100.0% -$26.53万 清仓
CRK COMSTOCK RES INC $00.00%0 -10,991-100.0% -$25.48万 清仓
IDUB ETF SER SOLUTIONS $00.00%0 -10,192-100.0% -$24.80万 清仓
CI THE CIGNA GROUP $00.00%0 -888-100.0% -$24.46万 清仓
— TWO RDS SHARED TR $00.00%0 -10,802-100.0% -$24.43万 清仓
URI UNITED RENTALS INC $00.00%0 -298-100.0% -$24.12万 清仓
— TIDAL TRUST II $00.00%0 -15,150-100.0% -$23.41万 清仓
DAL DELTA AIR LINES INC DEL $00.00%0 —— — 申报中断
IJT ISHARES TR $00.00%0 —— — 申报中断
FNDX SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
SPGP INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
KURA KURA ONCOLOGY INC $00.00%0 -21,050-100.0% -$21.87万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,172-100.0% -$21.55万 清仓
SPTM SPDR SERIES TRUST $00.00%0 -2,576-100.0% -$21.25万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -920-100.0% -$20.95万 清仓
ROBT FIRST TR EXCHANGE TRADED FD $00.00%0 -3,986-100.0% -$20.67万 清仓
HYMB SPDR SERIES TRUST $00.00%0 -8,180-100.0% -$20.40万 清仓
PDEC INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
MET METLIFE INC $00.00%0 —— — 申报中断
BDX BECTON DICKINSON & CO $00.00%0 -1,033-100.0% -$20.06万 清仓
VTWO VANGUARD SCOTTSDALE FDS $00.00%0 -2,010-100.0% -$20.01万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -21,500-100.0% -$10.73万 清仓
RR RICHTECH ROBOTICS INC $00.00%0 -12,704-100.0% -$4.10万 清仓
BTBT BIT DIGITAL INC $00.00%0 -19,735-100.0% -$3.73万 清仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $00.00%0 -11,084-100.0% -$2.86万 清仓