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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP | $2.66万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD | $2.68万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREER | $2.69万 | 0.00% | 106 | -20 | -15.9% | -$5,080 | 减仓 |
| CHKP | CHECK POINT | $2.70万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS | $2.74万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X | $2.74万 | 0.00% | 1,600 | -53 | -3.2% | -$909 | 减仓 |
| SH | PROSHARES SHORT | $2.75万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| HIMU | ISHARES HIGH | $2.76万 | 0.00% | 575 | -7 | -1.2% | -$336 | 减仓 |
| FTNT | FORTINET INC | $2.77万 | 0.00% | 339 | -150 | -30.7% | -$1.23万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS | $2.78万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $2.79万 | 0.00% | 570 | -37 | -6.1% | -$1,811 | 减仓 |
| NVO | NOVO NORDISK | $2.80万 | 0.00% | 761 | -1,628 | -68.1% | -$5.98万 | 减仓 |
| XBI | STATE STREET | $2.80万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2.80万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILITIES | $2.82万 | 0.00% | 700 | 700 | — | $2.82万 | 新建仓 |
| VDE | VANGUARD ENERGY | $2.82万 | 0.00% | 163 | -10 | -5.8% | -$1,730 | 减仓 |
| IONS | IONIS PHARMACEUTICALS | $2.82万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| RH | RH | $2.87万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $2.87万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| AWR | AMERICAN STS WTR CO | $2.87万 | 0.00% | 380 | -13 | -3.3% | -$983 | 减仓 |
| RACE | FERRARI NV | $2.88万 | 0.00% | 85 | 50 | 142.9% | $1.69万 | 加仓 |
| UMH | UMH PROPERTIES | $2.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP | $2.90万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.92万 | 0.00% | 98 | 70 | 250.0% | $2.08万 | 加仓 |
| RBLX | ROBLOX CORP | $2.92万 | 0.00% | 516 | 335 | 185.1% | $1.89万 | 加仓 |
| ADM | ARCHER DANIELS | $2.92万 | 0.00% | 402 | 1 | 0.2% | $73 | 加仓 |
| XGDVX | GABELLI DIVIDEND | $2.97万 | 0.00% | 1,101 | 1,098 | 36,600.0% | $2.96万 | 重新持有 |
| — | ABRDN AUSTRALIA | $2.98万 | 0.00% | 2,456 | 136 | 5.9% | $1,648 | 加仓 |
| EXR | EXTRA SPACE | $3.02万 | 0.00% | 230 | 71 | 44.7% | $9,310 | 加仓 |
| REZ | ISHARES RESIDENTIAL | $3.04万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| BKTI | BK TECHNOLOGIES | $3.04万 | 0.00% | 407 | 407 | — | $3.04万 | 新建仓 |
| ZTS | ZOETIS INC | $3.06万 | 0.00% | 258 | -215 | -45.5% | -$2.55万 | 减仓 |
| OUSM | ALPS OSHARES | $3.06万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3.07万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST | $3.09万 | 0.00% | 300 | 16 | 5.6% | $1,650 | 加仓 |
| UTMD | UTAH MEDICAL PRODS INC | $3.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XRT | STATE STREET | $3.10万 | 0.00% | 385 | -8 | -2.0% | -$644 | 减仓 |
| FLR | FLUOR CORP | $3.13万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U S | $3.13万 | 0.00% | 539 | 1 | 0.2% | $58 | 加仓 |
| XMMO | INVESCO S&P | $3.13万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST | $3.13万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT | $3.14万 | 0.00% | 396 | -591 | -59.9% | -$4.68万 | 减仓 |
| WLDN | WILLDAN GROUP | $3.17万 | 0.00% | 414 | 249 | 150.9% | $1.91万 | 加仓 |
| VNQ | VANGUARD REAL | $3.19万 | 0.00% | 359 | 44 | 14.0% | $3,908 | 加仓 |
| HWM | HOWMET AEROSPACE | $3.20万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| GQRE | FLEXSHARES GLOBAL | $3.22万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG | $3.23万 | 0.00% | 709 | -268 | -27.4% | -$1.22万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC | $3.23万 | 0.00% | 2,212 | -14 | -0.6% | -$204 | 减仓 |
| NFRA | FLEXSHARES STOXX | $3.26万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER | $3.27万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| FUMB | FIRST TRUST | $3.28万 | 0.00% | 1,635 | 11 | 0.7% | $221 | 加仓 |
| ISTB | ISHARES CORE | $3.29万 | 0.00% | 679 | 2 | 0.3% | $97 | 加仓 |
| VIS | VANGUARD INDUSTRIALS | $3.31万 | 0.00% | 106 | -68 | -39.1% | -$2.13万 | 减仓 |
| DFCF | DIMENSIONAL CORE | $3.31万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI | $3.33万 | 0.00% | 365 | 315 | 630.0% | $2.88万 | 加仓 |
| GRMN | GARMIN LTD | $3.34万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $3.34万 | 0.00% | 284 | -200 | -41.3% | -$2.35万 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $3.35万 | 0.00% | 611 | 2 | 0.3% | $110 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $3.37万 | 0.00% | 675 | -5,055 | -88.2% | -$25.25万 | 减仓 |
| — | BNY MELLON | $3.38万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES | $3.39万 | 0.00% | 100 | 100 | — | $3.39万 | 新建仓 |
| FXN | FIRST TRUST | $3.41万 | 0.00% | 1,518 | 5 | 0.3% | $112 | 加仓 |
| IHI | ISHARES U S | $3.41万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3.44万 | 0.00% | 1,993 | 5 | 0.3% | $86 | 加仓 |
| E | E N I SPA | $3.44万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $3.44万 | 0.00% | 438 | 294 | 204.2% | $2.31万 | 加仓 |
| — | ADVISORSHARES FOCUSED | $3.44万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 | $3.44万 | 0.00% | 333 | 333 | — | $3.44万 | 新建仓 |
| KGC | KINROSS GOLD | $3.50万 | 0.00% | 1,147 | 632 | 122.7% | $1.93万 | 加仓 |
| VGT | VANGUARD INFORMATION | $3.51万 | 0.00% | 50 | -141 | -73.8% | -$9.89万 | 减仓 |
| IBHI | ISHARES IBONDS | $3.51万 | 0.00% | 1,508 | 1,508 | — | $3.51万 | 新建仓 |
| SHYG | ISHARES | $3.55万 | 0.00% | 839 | 240 | 40.1% | $1.02万 | 加仓 |
| XYZ | BLOCK INC | $3.56万 | 0.00% | 592 | -65 | -9.9% | -$3,912 | 减仓 |
| CPB | CAMPBELLS CO | $3.56万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $3.57万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $3.57万 | 0.00% | 1,300 | 170 | 15.0% | $4,668 | 加仓 |
| DLN | WISDOMTREE U S | $3.57万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $3.60万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA | $3.60万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $3.63万 | 0.00% | 242 | -135 | -35.8% | -$2.03万 | 减仓 |
| MNST | MONSTER BEVERAGE | $3.64万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P | $3.66万 | 0.00% | 671 | -252 | -27.3% | -$1.38万 | 减仓 |
| EAT | BRINKER INTL | $3.67万 | 0.00% | 257 | 210 | 446.8% | $3.00万 | 加仓 |
| ACWX | ISHARES MSCI | $3.67万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| — | DBX TR | $3.69万 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EFAX | STATE STREET | $3.73万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI | $3.73万 | 0.00% | 1,313 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO 15 | $3.74万 | 0.00% | 732 | 732 | — | $3.74万 | 新建仓 |
| — | AMPLIFY ONLINE | $3.75万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES IBONDS | $3.78万 | 0.00% | 1,707 | 1,707 | — | $3.78万 | 新建仓 |
| MGC | VANGUARD MEGA | $3.78万 | 0.00% | 160 | -460 | -74.2% | -$10.87万 | 减仓 |
| PAYX | PAYCHEX INC | $3.78万 | 0.00% | 410 | -18 | -4.2% | -$1,661 | 减仓 |
| EBAY | EBAY INC | $3.85万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $3.86万 | 0.00% | 410 | 278 | 210.6% | $2.62万 | 加仓 |
| ROST | ROSS STORES | $3.86万 | 0.00% | 178 | -25 | -12.3% | -$5,427 | 减仓 |
| — | BITWISE 10 | $3.88万 | 0.00% | 870 | -100 | -10.3% | -$4,461 | 减仓 |
| ASX | ASE TECHNOLOGY | $3.89万 | 0.00% | 1,795 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST | $3.90万 | 0.00% | 303 | 13 | 4.5% | $1,672 | 加仓 |
| DLR | DIGITAL REALTY | $3.91万 | 0.00% | 217 | -153 | -41.4% | -$2.76万 | 减仓 |