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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $24.42万 | 0.01% | 4,550 | -167 | -3.5% | -$8,965 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $24.41万 | 0.01% | 5,625 | 5,625 | — | $24.41万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $24.31万 | 0.01% | 3,170 | -257 | -7.5% | -$1.97万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $24.29万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $24.20万 | 0.01% | 17,413 | 577 | 3.4% | $8,020 | 加仓 |
| VDC | VANGUARD WORLD FD | $24.12万 | 0.01% | 1,070 | 1,070 | — | $24.12万 | 新建仓 |
| INTU | INTUIT | $24.12万 | 0.01% | 924 | -853 | -48.0% | -$22.27万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $23.99万 | 0.01% | 6,319 | -394 | -5.9% | -$1.50万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.90万 | 0.01% | 13,478 | 866 | 6.9% | $1.54万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $23.88万 | 0.01% | 383 | 0 | 0.0% | — | 不变 |
| TLTD | FLEXSHARES TR | $23.80万 | 0.01% | 2,427 | 51 | 2.1% | $5,002 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $23.77万 | 0.01% | 8,086 | 31 | 0.4% | $911 | 加仓 |
| ALLY | ALLY FINL INC | $23.74万 | 0.01% | 5,166 | -85 | -1.6% | -$3,906 | 减仓 |
| IHI | ISHARES TR | $23.72万 | 0.01% | 4,801 | -674 | -12.3% | -$3.33万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $23.61万 | 0.01% | 7,112 | 7,112 | — | $23.61万 | 新建仓 |
| VTRS | VIATRIS INC | $23.49万 | 0.01% | 14,790 | 14,790 | — | $23.49万 | 新建仓 |
| XYLD | GLOBAL X FDS | $23.39万 | 0.01% | 5,735 | -2,085 | -26.7% | -$8.50万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $23.36万 | 0.01% | 3,561 | -24 | -0.7% | -$1,574 | 减仓 |
| NEM | NEWMONT CORP | $23.34万 | 0.01% | 2,498 | -18 | -0.7% | -$1,681 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $23.28万 | 0.01% | 40,550 | 40,550 | — | $23.28万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $23.22万 | 0.01% | 12,313 | 10 | 0.1% | $189 | 加仓 |
| — | ISHARES ETHEREUM TR | $23.17万 | 0.01% | 19,488 | 2,951 | 17.8% | $3.51万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $23.15万 | 0.01% | 2,779 | 2,779 | — | $23.15万 | 新建仓 |
| MP | MP MATERIALS CORP | $23.12万 | 0.01% | 4,128 | -135 | -3.2% | -$7,561 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $23.07万 | 0.01% | 11,324 | 11,324 | — | $23.07万 | 新建仓 |
| IYK | ISHARES TR | $23.06万 | 0.01% | 3,174 | 15 | 0.5% | $1,090 | 加仓 |
| IBTM | ISHARES TR | $22.98万 | 0.01% | 10,126 | -1,338 | -11.7% | -$3.04万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $22.78万 | 0.01% | 5,676 | 5,676 | — | $22.78万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $22.70万 | 0.01% | 405 | -711 | -63.7% | -$39.86万 | 重新持有 |
| DGS | WISDOMTREE TR | $22.69万 | 0.01% | 3,506 | 3,506 | — | $22.69万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $22.58万 | 0.01% | 2,743 | -712 | -20.6% | -$5.86万 | 减仓 |
| ASST | STRIVE INC | $22.37万 | 0.01% | 20,500 | 20,500 | — | $22.37万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.34万 | 0.01% | 1,815 | 7 | 0.4% | $862 | 加仓 |
| BBNX | BETA BIONICS INC | $22.25万 | 0.01% | 14,201 | 1 | 0.0% | $16 | 加仓 |
| GRMN | GARMIN LTD | $22.19万 | 0.01% | 934 | 934 | — | $22.19万 | 新建仓 |
| IDU | ISHARES TR | $22.10万 | 0.01% | 1,928 | -1,451 | -42.9% | -$16.63万 | 重新持有 |
| AZO | AUTOZONE INC | $22.05万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $21.94万 | 0.01% | 5,927 | -67 | -1.1% | -$2,480 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $21.94万 | 0.01% | 4,332 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $21.91万 | 0.01% | 10,649 | -183 | -1.7% | -$3,764 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $21.78万 | 0.01% | 10,347 | 10,347 | — | $21.78万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.75万 | 0.01% | 6,993 | -1,198 | -14.6% | -$3.73万 | 重新持有 |
| — | ISHARES TR | $21.71万 | 0.01% | 4,648 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $21.65万 | 0.01% | 1,212 | -367 | -23.2% | -$6.55万 | 重新持有 |
| — | CAMBRIA ETF TR | $21.58万 | 0.01% | 20,298 | 20 | 0.1% | $213 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.57万 | 0.01% | 2,658 | 12 | 0.5% | $974 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.57万 | 0.01% | 4,700 | 0 | 0.0% | — | 重新持有 |
| IFRA | ISHARES TR | $21.45万 | 0.01% | 3,403 | 3,403 | — | $21.45万 | 新建仓 |
| WSFS | WSFS FINL CORP | $21.39万 | 0.01% | 2,788 | 2,788 | — | $21.39万 | 新建仓 |
| WTV | WISDOMTREE TR | $21.36万 | 0.01% | 2,100 | -425 | -16.8% | -$4.32万 | 减仓 |
| TRGP | TARGA RES CORP | $21.32万 | 0.01% | 795 | -371 | -31.8% | -$9.95万 | 减仓 |
| APH | AMPHENOL CORP | $21.28万 | 0.01% | 1,207 | -1,205 | -50.0% | -$21.25万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $21.26万 | 0.01% | 8,330 | 6 | 0.1% | $153 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $21.15万 | 0.01% | 4,117 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $21.04万 | 0.01% | 621 | 621 | — | $21.04万 | 新建仓 |
| HEEM | ISHARES INC | $21.02万 | 0.01% | 4,699 | 4,699 | — | $21.02万 | 新建仓 |
| EWJ | ISHARES INC | $20.93万 | 0.01% | 2,244 | 2,244 | — | $20.93万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.01% | 100 | -1 | -1.0% | -$2,073 | 减仓 |
| EVRG | EVERGY INC | $20.66万 | 0.01% | 2,391 | 2,391 | — | $20.66万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $20.66万 | 0.01% | 1,523 | 1,523 | — | $20.66万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $20.57万 | 0.01% | 8,710 | 8,710 | — | $20.57万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $20.54万 | 0.01% | 1,679 | -255 | -13.2% | -$3.12万 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $20.42万 | 0.01% | 1,682 | 1,682 | — | $20.42万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $20.34万 | 0.01% | 1,089 | 1,089 | — | $20.34万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $20.27万 | 0.01% | 1,231 | 1,231 | — | $20.27万 | 新建仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $20.11万 | 0.01% | 9,730 | 14 | 0.1% | $289 | 加仓 |
| — | TIDAL TRUST I | $19.58万 | 0.01% | 10,874 | -66 | -0.6% | -$1,189 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $18.15万 | 0.01% | 10,701 | -799 | -6.9% | -$1.36万 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $17.26万 | 0.01% | 25,271 | 25,271 | — | $17.26万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.46万 | 0.01% | 16,780 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENGY INFRSTR & INC | $14.48万 | 0.00% | 14,282 | 70 | 0.5% | $710 | 加仓 |
| — | JOURNEY MED CORP | $14.16万 | 0.00% | 20,000 | -6,571 | -24.7% | -$4.65万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $12.10万 | 0.00% | 11,358 | -6,685 | -37.1% | -$7.12万 | 减仓 |
| — | CREDIT SUISSE ASSET MGMT | $11.44万 | 0.00% | 46,127 | 46,127 | — | $11.44万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $11.36万 | 0.00% | 11,050 | 11,050 | — | $11.36万 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $11.09万 | 0.00% | 23,900 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $10.78万 | 0.00% | 10,750 | 10,750 | — | $10.78万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $10.07万 | 0.00% | 10,366 | 1 | 0.0% | $10 | 加仓 |
| — | PUTNAM ETF TRUST | $9.79万 | 0.00% | 13,200 | 0 | 0.0% | — | 不变 |
| — | NUVEEN N Y MUN VALUE FD | $9.33万 | 0.00% | 10,674 | 10,674 | — | $9.33万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.17万 | 0.00% | 11,090 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.27万 | 0.00% | 14,413 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $7.90万 | 0.00% | 13,670 | 13,670 | — | $7.90万 | 新建仓 |
| — | GREYSTONE HOUSING IMPACT INV | $5.97万 | 0.00% | 10,293 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $5.66万 | 0.00% | 11,193 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $4.58万 | 0.00% | 17,671 | -54,710 | -75.6% | -$14.17万 | 减仓 |
| LAES | SEALSQ CORP | $3.75万 | 0.00% | 11,918 | 11,918 | — | $3.75万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $1.85万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | CARDIFF ONCOLOGY INC | $1.69万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC | $1.50万 | 0.00% | 52,250 | -55,000 | -51.3% | -$1.58万 | 减仓 |
| — | ATYR PHARMA INC | $6,744 | 0.00% | 11,300 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $4,108 | 0.00% | 24,955 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -25,823 | -100.0% | -$524.16万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -38,758 | -100.0% | -$130.38万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -19,185 | -100.0% | -$101.34万 | 清仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $0 | 0.00% | 0 | -269,900 | -100.0% | -$72.06万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -23,797 | -100.0% | -$61.59万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -6,091 | -100.0% | -$57.33万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -20,353 | -100.0% | -$49.44万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -5,603 | -100.0% | -$42.90万 | 清仓 |