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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAPITAL GROUP LTD | $3.92万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $3.92万 | 0.00% | 179 | -535 | -74.9% | -$11.72万 | 减仓 |
| CI | CIGNA GROUP | $3.93万 | 0.00% | 147 | -8 | -5.2% | -$2,136 | 减仓 |
| CALF | PACER U S | $3.94万 | 0.00% | 877 | -743 | -45.9% | -$3.33万 | 减仓 |
| CARR | CARRIER GLOBAL | $3.95万 | 0.00% | 700 | -80 | -10.3% | -$4,509 | 减仓 |
| FICO | FAIR ISAAC | $3.95万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $3.97万 | 0.00% | 425 | 1 | 0.2% | $93 | 加仓 |
| IJJ | ISHARES S&P | $3.98万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GENL | $4.01万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $4.03万 | 0.00% | 110 | 1 | 0.9% | $366 | 加仓 |
| FXI | ISHARES CHINA | $4.04万 | 0.00% | 1,125 | -700 | -38.4% | -$2.51万 | 减仓 |
| FBTC | FIDELITY WISE | $4.04万 | 0.00% | 685 | -94 | -12.1% | -$5,549 | 减仓 |
| BSX | BOSTON SCIENTIFIC | $4.10万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $4.10万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT | $4.12万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $4.13万 | 0.00% | 456 | -70 | -13.3% | -$6,339 | 减仓 |
| TT | TRANE TECHNOLOGIES | $4.15万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4.15万 | 0.00% | 864 | -148 | -14.6% | -$7,114 | 减仓 |
| RIO | RIO TINTO | $4.24万 | 0.00% | 454 | -400 | -46.8% | -$3.73万 | 减仓 |
| CPRT | COPART INC | $4.24万 | 0.00% | 1,276 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4.24万 | 0.00% | 500 | 500 | — | $4.24万 | 新建仓 |
| ATI | ATI INC | $4.25万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $4.25万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY ENHANCED | $4.31万 | 0.00% | 1,150 | -2,929 | -71.8% | -$10.98万 | 减仓 |
| DHI | DR HORTON | $4.32万 | 0.00% | 315 | 120 | 61.5% | $1.65万 | 加仓 |
| FALN | ISHARES FALLEN | $4.36万 | 0.00% | 1,631 | 202 | 14.1% | $5,397 | 加仓 |
| — | ISHARES ESG | $4.37万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $4.37万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY JUNIOR | $4.39万 | 0.00% | 1,477 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET | $4.40万 | 0.00% | 1,888 | 258 | 15.8% | $6,017 | 加仓 |
| PKG | PACKAGING CORP | $4.45万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $4.46万 | 0.00% | 235 | -73 | -23.7% | -$1.38万 | 减仓 |
| PBA | PEMBINA PIPELINE | $4.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $4.50万 | 0.00% | 5,450 | -350 | -6.0% | -$2,891 | 减仓 |
| EQIX | EQUINIX INC | $4.51万 | 0.00% | 46 | -1 | -2.1% | -$981 | 减仓 |
| PAGP | PLAINS GP | $4.56万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP | $4.58万 | 0.01% | 1,258 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH | $4.61万 | 0.01% | 1,529 | 1,500 | 5,172.4% | $4.52万 | 加仓 |
| — | FIDELITY ENHANCED | $4.63万 | 0.01% | 953 | -529 | -35.7% | -$2.57万 | 减仓 |
| ELV | ELEVANCE HEALTH | $4.63万 | 0.01% | 158 | -9 | -5.4% | -$2,635 | 减仓 |
| F | FORD MOTOR | $4.65万 | 0.01% | 4,027 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS | $4.67万 | 0.01% | 2,566 | 1,516 | 144.4% | $2.76万 | 加仓 |
| JMEE | JPMORGAN SMALL | $4.69万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U S | $4.71万 | 0.01% | 377 | 177 | 88.5% | $2.21万 | 加仓 |
| CLX | CLOROX COMPANY | $4.72万 | 0.01% | 455 | 1 | 0.2% | $104 | 加仓 |
| APP | APPLOVIN CORP | $4.74万 | 0.01% | 119 | -29 | -19.6% | -$1.15万 | 减仓 |
| BIIB | BIOGEN INC | $4.77万 | 0.01% | 260 | -5 | -1.9% | -$917 | 减仓 |
| ZETA | ZETA GLOBAL | $4.78万 | 0.01% | 3,000 | 1,320 | 78.6% | $2.10万 | 加仓 |
| SWX | SOUTHWEST GAS | $4.79万 | 0.01% | 551 | -55 | -9.1% | -$4,780 | 减仓 |
| VONG | VANGUARD RUSSELL | $4.79万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.80万 | 0.01% | 309 | 301 | 3,762.5% | $4.68万 | 加仓 |
| BKR | BAKER HUGHES | $4.82万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $4.83万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4.84万 | 0.01% | 463 | 181 | 64.2% | $1.89万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN | $4.85万 | 0.01% | 920 | -60 | -6.1% | -$3,166 | 减仓 |
| OMF | ONEMAIN HLDGS | $4.88万 | 0.01% | 912 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION | $4.90万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $4.90万 | 0.01% | 2,619 | -220 | -7.7% | -$4,114 | 减仓 |
| IDEF | ISHARES DEFENSE | $4.90万 | 0.01% | 1,498 | 1,498 | — | $4.90万 | 新建仓 |
| DKNG | DRAFTKINGS INC | $4.95万 | 0.01% | 2,288 | -28 | -1.2% | -$605 | 减仓 |
| VST | VISTRA CORP | $4.96万 | 0.01% | 330 | -15 | -4.3% | -$2,255 | 减仓 |
| TLN | TALEN ENERGY | $4.98万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON | $5.00万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $5.01万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP | $5.01万 | 0.01% | 2,421 | 0 | 0.0% | — | 不变 |
| MTG | M G I C INVT CORP | $5.03万 | 0.01% | 1,917 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY | $5.06万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET | $5.07万 | 0.01% | 1,060 | 5 | 0.5% | $239 | 加仓 |
| TDG | TRANSDIGM GROUP | $5.08万 | 0.01% | 43 | -7 | -14.0% | -$8,263 | 减仓 |
| ICSH | ISHARES ULTRA | $5.10万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $5.11万 | 0.01% | 246 | -31 | -11.2% | -$6,441 | 减仓 |
| ET | ENERGY TRANSFER | $5.12万 | 0.01% | 2,653 | 17 | 0.6% | $328 | 加仓 |
| FTS | FORTIS INC | $5.16万 | 0.01% | 925 | 6 | 0.7% | $335 | 加仓 |
| SCUS | SCHWAB ULTRA | $5.20万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $5.21万 | 0.01% | 1,320 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG | $5.22万 | 0.01% | 1,420 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $5.23万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINANCIAL | $5.24万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY | $5.24万 | 0.01% | 4,187 | -68 | -1.6% | -$851 | 减仓 |
| PBT | PERMIAN BASIN | $5.26万 | 0.01% | 2,446 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $5.27万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS | $5.28万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS | $5.33万 | 0.01% | 1,235 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY | $5.34万 | 0.01% | 365 | -34 | -8.5% | -$4,971 | 减仓 |
| NBIS | NEBIUS GROUP | $5.36万 | 0.01% | 517 | 5 | 1.0% | $519 | 加仓 |
| PFM | INVESCO DIVIDEND | $5.38万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST | $5.40万 | 0.01% | 1,881 | 7 | 0.4% | $201 | 加仓 |
| CORP | PIMCO INVESTMENT | $5.42万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $5.48万 | 0.01% | 314 | -47 | -13.0% | -$8,207 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR | $5.50万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5.57万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $5.62万 | 0.01% | 1,029 | 209 | 25.5% | $1.14万 | 加仓 |
| VOOG | VANGUARD S&P | $5.67万 | 0.01% | 139 | -86 | -38.2% | -$3.51万 | 减仓 |
| EWJ | ISHARES MSCI | $5.68万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS | $5.73万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $5.76万 | 0.01% | 1,532 | -87 | -5.4% | -$3,269 | 减仓 |
| SMCI | SUPER MICRO | $5.77万 | 0.01% | 2,533 | -90 | -3.4% | -$2,049 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $5.80万 | 0.01% | 897 | -6 | -0.7% | -$388 | 减仓 |
| BIL | STATE STREET | $5.81万 | 0.01% | 634 | -5,084 | -88.9% | -$46.62万 | 减仓 |
| BCO | BRINKS COMPANY | $5.83万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |