Golden State Wealth Management, LLC
SANTA ANA CA · SEC CIK 0001776033
$9.15亿2026Q1 申报市值
1,609持仓数
30.9%前十大占比 · 第一大 7.2%
59 / 124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
DYNF 加仓+$862.61万
SIVR 加仓+$858.58万
QQQM 加仓+$291.88万
JGRO 加仓+$291.85万
QGRW 加仓+$285.02万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$456.22万
DGRW 减仓-$415.27万
SPYM 减仓-$326.40万
SPYG 减仓-$265.83万
IQDG 减仓-$259.44万
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 |
|---|---|---|---|---|---|---|---|---|
| HYLS | FIRST TRUST | $0 | 0.00% | 0 | -13,780 | -100.0% | -$57.68万 | 清仓 |
| CLF | CLEVELAND CLIFFS | $0 | 0.00% | 0 | -23,653 | -100.0% | -$31.41万 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY | $0 | 0.00% | 0 | -8,000 | -100.0% | -$15.00万 | 清仓 |
| SMB | VANECK SHORT | $0 | 0.00% | 0 | -8,414 | -100.0% | -$14.65万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -742 | -100.0% | -$13.64万 | 清仓 |
| JPLD | JPMORGAN LTD | $0 | 0.00% | 0 | -2,530 | -100.0% | -$13.24万 | 清仓 |
| FIBK | FIRST INTERSTATE | $0 | 0.00% | 0 | -2,401 | -100.0% | -$8.31万 | 清仓 |
| MGV | VANGUARD MEGA | $0 | 0.00% | 0 | -553 | -100.0% | -$7.81万 | 清仓 |
| QQEW | FIRST TRUST | $0 | 0.00% | 0 | -429 | -100.0% | -$6.10万 | 清仓 |
| FHLC | FIDELITY MSCI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMTM | ISHARES MSCI | $0 | 0.00% | 0 | -932 | -100.0% | -$4.47万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -544 | -100.0% | -$4.21万 | 清仓 |
| AVUV | AVANTIS U S | $0 | 0.00% | 0 | -355 | -100.0% | -$3.62万 | 清仓 |
| ESGD | ISHARES ESG | $0 | 0.00% | 0 | -359 | -100.0% | -$3.42万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -795 | -100.0% | -$3.40万 | 清仓 |
| NFG | NATIONAL FUEL | $0 | 0.00% | 0 | -410 | -100.0% | -$3.29万 | 清仓 |
| VPU | VANGUARD UTILITIES | $0 | 0.00% | 0 | -170 | -100.0% | -$3.15万 | 清仓 |
| — | INVESCO LEISURE | $0 | 0.00% | 0 | -500 | -100.0% | -$3.07万 | 清仓 |
| TIPX | STATE STREET | $0 | 0.00% | 0 | -1,570 | -100.0% | -$3.00万 | 清仓 |
| NULV | NUVEEN ESG | $0 | 0.00% | 0 | -660 | -100.0% | -$2.98万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS | $0 | 0.00% | 0 | -72 | -100.0% | -$2.86万 | 清仓 |
| AOK | ISHARES CORE | $0 | 0.00% | 0 | -657 | -100.0% | -$2.64万 | 清仓 |
| UUP | INVESCO DB | $0 | 0.00% | 0 | -975 | -100.0% | -$2.64万 | 清仓 |
| CGDV | CAPITAL GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBER ARK | $0 | 0.00% | 0 | -46 | -100.0% | -$2.05万 | 清仓 |
| AMH | AMERICAN HOMES | $0 | 0.00% | 0 | -633 | -100.0% | -$2.03万 | 清仓 |
| MLI | MUELLER INDS | $0 | 0.00% | 0 | -163 | -100.0% | -$1.87万 | 清仓 |
| MGK | VANGUARD MEGA | $0 | 0.00% | 0 | -45 | -100.0% | -$1.86万 | 清仓 |
| TNL | TRAVEL LEISURE | $0 | 0.00% | 0 | -250 | -100.0% | -$1.76万 | 清仓 |
| SCHO | SCHWAB SHORT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COHEN&STEERS | $0 | 0.00% | 0 | -1,462 | -100.0% | -$1.62万 | 清仓 |
| RYAN | RYAN SPECIALTY | $0 | 0.00% | 0 | -273 | -100.0% | -$1.41万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS | $0 | 0.00% | 0 | -386 | -100.0% | -$1.34万 | 清仓 |
| — | PEAKSTONE REALTY | $0 | 0.00% | 0 | -865 | -100.0% | -$1.24万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1.16万 | 清仓 |
| CPLS | AB CORE | $0 | 0.00% | 0 | -322 | -100.0% | -$1.14万 | 清仓 |
| NWN | NORTHWEST NATURAL | $0 | 0.00% | 0 | -241 | -100.0% | -$1.13万 | 清仓 |
| POWL | POWELL INDUSTRIES | $0 | 0.00% | 0 | -35 | -100.0% | -$1.12万 | 清仓 |
| IBKR | INTERACTIVE BROKERS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNSL | KINSALE CAPITAL | $0 | 0.00% | 0 | -28 | -100.0% | -$1.10万 | 清仓 |
| KIM | KIMCO REALTY | $0 | 0.00% | 0 | -513 | -100.0% | -$1.04万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -48 | -100.0% | -$1.03万 | 清仓 |
| — | HULL TACTICAL | $0 | 0.00% | 0 | -259 | -100.0% | -$1.03万 | 清仓 |
| OGS | ONE GAS | $0 | 0.00% | 0 | -127 | -100.0% | -$9,880 | 清仓 |
| VGK | VANGUARD FTSE | $0 | 0.00% | 0 | -116 | -100.0% | -$9,730 | 清仓 |
| — | FRONTIER COMMUNICATIONS | $0 | 0.00% | 0 | -223 | -100.0% | -$8,490 | 清仓 |
| SPTM | STATE STREET | $0 | 0.00% | 0 | -96 | -100.0% | -$8,002 | 清仓 |
| LSTR | LANDSTAR SYSTEM | $0 | 0.00% | 0 | -50 | -100.0% | -$7,205 | 清仓 |
| DTM | DT MIDSTREAM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQTY | KOVITZ CORE | $0 | 0.00% | 0 | -256 | -100.0% | -$6,910 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -125 | -100.0% | -$5,535 | 清仓 |
| DIVB | ISHARES CORE | $0 | 0.00% | 0 | -92 | -100.0% | -$4,892 | 清仓 |
| — | STATE STREET | $0 | 0.00% | 0 | -54 | -100.0% | -$4,832 | 清仓 |
| STWD | STARWOOD PROPERTY | $0 | 0.00% | 0 | -267 | -100.0% | -$4,809 | 清仓 |
| CAAP | CORPORACION AMERICA | $0 | 0.00% | 0 | -179 | -100.0% | -$4,654 | 清仓 |
| AIN | ALBANY INTL | $0 | 0.00% | 0 | -91 | -100.0% | -$4,614 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS | $0 | 0.00% | 0 | -3,700 | -100.0% | -$4,255 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -44 | -100.0% | -$3,795 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -12 | -100.0% | -$3,760 | 清仓 |
| WH | WYNDHAM HOTELS | $0 | 0.00% | 0 | -48 | -100.0% | -$3,627 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -46 | -100.0% | -$3,500 | 清仓 |
| FGD | FIRST TRUST | $0 | 0.00% | 0 | -107 | -100.0% | -$3,242 | 清仓 |
| DVYE | ISHARES EMERGING | $0 | 0.00% | 0 | -101 | -100.0% | -$3,164 | 清仓 |
| ATEC | ALPHATEC HOLDINGS | $0 | 0.00% | 0 | -144 | -100.0% | -$3,030 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,792 | 清仓 |
| WSC | WILLSCOT HOLDINGS | $0 | 0.00% | 0 | -142 | -100.0% | -$2,684 | 清仓 |
| BLV | VANGUARD LONG | $0 | 0.00% | 0 | -37 | -100.0% | -$2,637 | 清仓 |
| BRO | BROWN & BROWN | $0 | 0.00% | 0 | -32 | -100.0% | -$2,556 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL | $0 | 0.00% | 0 | -93 | -100.0% | -$2,542 | 清仓 |
| CVSA | ADTALEM GLOBAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINANCIAL | $0 | 0.00% | 0 | -11 | -100.0% | -$2,455 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -73 | -100.0% | -$2,428 | 清仓 |
| TWST | TWIST BIOSCIENCE | $0 | 0.00% | 0 | -76 | -100.0% | -$2,411 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -23 | -100.0% | -$2,309 | 清仓 |
| FENI | FIDELITY ENHANCED | $0 | 0.00% | 0 | -60 | -100.0% | -$2,195 | 清仓 |
| WRBY | WARBY PARKER | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SF | STIFEL FINANCIAL | $0 | 0.00% | 0 | -26 | -100.0% | -$2,129 | 清仓 |
| MMSI | MERIT MEDICAL | $0 | 0.00% | 0 | -23 | -100.0% | -$2,027 | 清仓 |
| JLL | JONES LANG | $0 | 0.00% | 0 | -6 | -100.0% | -$2,019 | 清仓 |
| VMI | VALMONT INDUSTRIES | $0 | 0.00% | 0 | -5 | -100.0% | -$2,012 | 清仓 |
| EEMV | ISHARES MSCI | $0 | 0.00% | 0 | -31 | -100.0% | -$1,985 | 清仓 |
| BLBD | BLUE BIRD | $0 | 0.00% | 0 | -42 | -100.0% | -$1,974 | 清仓 |
| EMN | EASTMAN CHEMICAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TREX | TREX CO | $0 | 0.00% | 0 | -50 | -100.0% | -$1,754 | 清仓 |
| ARQT | ARCUTIS BIOTHERPEUTICS | $0 | 0.00% | 0 | -59 | -100.0% | -$1,713 | 清仓 |
| HAPN | LENDINGCLUB CORP | $0 | 0.00% | 0 | -88 | -100.0% | -$1,667 | 清仓 |
| FNDA | SCHWAB FUNDAMENTAL | $0 | 0.00% | 0 | -48 | -100.0% | -$1,520 | 清仓 |
| SPTL | STATE STREET | $0 | 0.00% | 0 | -57 | -100.0% | -$1,509 | 清仓 |
| PGX | INVESCO PFD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFAM | BRIGHT HORIZONS | $0 | 0.00% | 0 | -14 | -100.0% | -$1,420 | 清仓 |
| PPC | PILGRIMS PRIDE | $0 | 0.00% | 0 | -36 | -100.0% | -$1,404 | 清仓 |
| PCTY | PAYLOCITY HOLDING | $0 | 0.00% | 0 | -9 | -100.0% | -$1,373 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -413 | -100.0% | -$1,272 | 清仓 |
| EGP | EASTGROUP PROPERTIES | $0 | 0.00% | 0 | -7 | -100.0% | -$1,247 | 清仓 |
| ALLY | ALLY FINANCIAL | $0 | 0.00% | 0 | -27 | -100.0% | -$1,223 | 清仓 |
| BRBR | BELLRING BRANDS | $0 | 0.00% | 0 | -45 | -100.0% | -$1,203 | 清仓 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -530 | -100.0% | -$1,198 | 清仓 |
| GSHD | GOOSEHEAD INSURANCE | $0 | 0.00% | 0 | -16 | -100.0% | -$1,178 | 清仓 |
| STEP | STEPSTONE GROUP | $0 | 0.00% | 0 | -18 | -100.0% | -$1,155 | 清仓 |