Golden State Wealth Management, LLC
SANTA ANA CA · SEC CIK 0001776033
$10.96亿2026Q2 申报市值
1,620持仓数
30.1%前十大占比 · 第一大 7.3%
103 / 103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
DYNF 加仓+$1,485.19万
IEMG 加仓+$1,100.38万
BAI 加仓+$890.28万
PZA 加仓+$559.30万
THRO 加仓+$504.54万
2026Q2 卖出最多 按季末市值估算
FVD 减仓-$588.10万
RDVY 减仓-$577.90万
QGRO 减仓-$415.05万
CAM 减仓-$409.70万
WINN 减仓-$399.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SHM | STATE STREET | $5.12万 | 0.00% | 1,067 | 7 | 0.7% | $336 | 加仓 |
| DHI | DR HORTON | $5.14万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $5.14万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY ENHANCED | $5.18万 | 0.00% | 1,183 | 33 | 2.9% | $1,444 | 加仓 |
| SCUS | SCHWAB ULTRA | $5.20万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $5.20万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| MTG | M G I C INVT CORP | $5.23万 | 0.00% | 1,853 | -64 | -3.3% | -$1,805 | 减仓 |
| TT | TRANE TECHNOLOGIES | $5.24万 | 0.00% | 106 | 7 | 7.1% | $3,461 | 加仓 |
| — | ISHARES ESG | $5.31万 | 0.00% | 1,007 | 3 | 0.3% | $158 | 加仓 |
| BCO | BRINKS COMPANY | $5.32万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $5.33万 | 0.00% | 931 | 6 | 0.6% | $344 | 加仓 |
| NUEM | NUVEEN ESG | $5.34万 | 0.00% | 1,258 | -162 | -11.4% | -$6,880 | 减仓 |
| UL | UNILEVER PLC | $5.34万 | 0.00% | 888 | 521 | 142.0% | $3.14万 | 加仓 |
| BYD | BOYD GAMING CORP | $5.38万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $5.41万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $5.42万 | 0.00% | 846 | -1,276 | -60.1% | -$8.17万 | 减仓 |
| FHN | FIRST HORIZON | $5.44万 | 0.00% | 2,122 | -73 | -3.3% | -$1,872 | 减仓 |
| EBND | STATE STREET | $5.45万 | 0.00% | 2,603 | 2,479 | 1,999.2% | $5.19万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $5.45万 | 0.00% | 1,077 | 402 | 59.6% | $2.03万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH | $5.48万 | 0.00% | 445 | -15 | -3.3% | -$1,847 | 减仓 |
| BABA | ALIBABA GROUP | $5.48万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST | $5.50万 | 0.01% | 2,035 | 154 | 8.2% | $4,166 | 加仓 |
| OMF | ONEMAIN HLDGS | $5.56万 | 0.01% | 912 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL | $5.59万 | 0.01% | 437 | 1 | 0.2% | $128 | 加仓 |
| BIIB | BIOGEN INC | $5.62万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $5.64万 | 0.01% | 334 | -15 | -4.3% | -$2,532 | 减仓 |
| GSIE | GOLDMAN SACHS | $5.65万 | 0.01% | 1,235 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS | $5.65万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $5.71万 | 0.01% | 4,109 | 82 | 2.0% | $1,140 | 加仓 |
| SU | SUNCOR ENERGY | $5.72万 | 0.01% | 1,065 | 2 | 0.2% | $107 | 加仓 |
| EME | EMCOR GROUP | $5.73万 | 0.01% | 69 | 45 | 187.5% | $3.73万 | 加仓 |
| CLIP | GLOBAL X | $5.78万 | 0.01% | 576 | 434 | 305.6% | $4.36万 | 加仓 |
| DG | DOLLAR GENL | $5.84万 | 0.01% | 507 | -8 | -1.6% | -$922 | 减仓 |
| ALL | ALLSTATE CORP | $5.88万 | 0.01% | 247 | 1 | 0.4% | $238 | 加仓 |
| LYV | LIVE NATION | $5.88万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY | $5.90万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $5.94万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| APUE | ACTIVEPASSIVE U S | $5.94万 | 0.01% | 1,286 | 1,286 | — | $5.94万 | 新建仓 |
| TLN | TALEN ENERGY | $5.99万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $6.01万 | 0.01% | 1,484 | -1,726 | -53.8% | -$6.99万 | 减仓 |
| — | GLOBAL X | $6.05万 | 0.01% | 1,140 | 1,140 | — | $6.05万 | 新建仓 |
| — | DIMENSIONAL US | $6.06万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| CORO | ISHARES INTL | $6.07万 | 0.01% | 1,658 | 1,658 | — | $6.07万 | 新建仓 |
| ATI | ATI INC | $6.07万 | 0.01% | 308 | 16 | 5.5% | $3,154 | 加仓 |
| RQI | COHEN & STEERS | $6.16万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $6.24万 | 0.01% | 140 | -44 | -23.9% | -$1.96万 | 减仓 |
| ET | ENERGY TRANSFER | $6.25万 | 0.01% | 3,270 | 617 | 23.3% | $1.18万 | 加仓 |
| CRBG | COREBRIDGE FINANCIAL | $6.28万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR | $6.29万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $6.32万 | 0.01% | 163 | 5 | 3.2% | $1,937 | 加仓 |
| ARCC | ARES CAPITAL | $6.36万 | 0.01% | 3,430 | -1,200 | -25.9% | -$2.22万 | 减仓 |
| FTNT | FORTINET INC | $6.36万 | 0.01% | 414 | 75 | 22.1% | $1.15万 | 加仓 |
| SPGI | S&P GLOBAL | $6.42万 | 0.01% | 157 | 4 | 2.6% | $1,636 | 加仓 |
| HYT | BLACKROCK CORP | $6.43万 | 0.01% | 7,514 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $6.46万 | 0.01% | 1,388 | 363 | 35.4% | $1.69万 | 加仓 |
| GDXJ | VANECK JR | $6.53万 | 0.01% | 665 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $6.57万 | 0.01% | 1,422 | 1 | 0.1% | $46 | 加仓 |
| VRIG | INVESCO VARIABLE | $6.63万 | 0.01% | 2,645 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $6.63万 | 0.01% | 532 | 508 | 2,116.7% | $6.33万 | 重新持有 |
| JOBY | JOBY AVIATION | $6.65万 | 0.01% | 7,450 | 2,000 | 36.7% | $1.78万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS | $6.69万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $6.73万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $6.75万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.79万 | 0.01% | 243 | 34 | 16.3% | $9,497 | 加仓 |
| HOOD | ROBINHOOD MARKETS | $6.79万 | 0.01% | 677 | -834 | -55.2% | -$8.36万 | 减仓 |
| HLN | HALEON PLC | $6.79万 | 0.01% | 7,280 | -2,368 | -24.5% | -$2.21万 | 减仓 |
| BBDC | BARINGS BDC | $6.80万 | 0.01% | 7,977 | 67 | 0.8% | $571 | 加仓 |
| DIVO | AMPLIFY CWP | $6.86万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $6.86万 | 0.01% | 1,888 | 105 | 5.9% | $3,817 | 加仓 |
| BND | VANGUARD TOTAL | $6.87万 | 0.01% | 935 | -61 | -6.1% | -$4,479 | 减仓 |
| CI | CIGNA GROUP | $6.91万 | 0.01% | 250 | 103 | 70.1% | $2.85万 | 加仓 |
| ADP | AUTOMATIC DATA | $6.93万 | 0.01% | 309 | -124 | -28.6% | -$2.78万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY | $6.98万 | 0.01% | 152 | -7 | -4.4% | -$3,214 | 减仓 |
| GD | GENERAL DYNAMICS | $7.02万 | 0.01% | 198 | 8 | 4.2% | $2,836 | 加仓 |
| VTEC | VANGUARD TAX | $7.09万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7.10万 | 0.01% | 543 | -620 | -53.3% | -$8.11万 | 减仓 |
| NOW | SERVICENOW INC | $7.13万 | 0.01% | 718 | 255 | 55.1% | $2.53万 | 加仓 |
| IP | INTL PAPER | $7.18万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $7.18万 | 0.01% | 910 | 1 | 0.1% | $79 | 加仓 |
| MDT | MEDTRONIC PLC | $7.18万 | 0.01% | 918 | -1,985 | -68.4% | -$15.53万 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $7.19万 | 0.01% | 1,665 | -61 | -3.5% | -$2,635 | 减仓 |
| WABC | WESTAMERICA BANCORP | $7.30万 | 0.01% | 1,245 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $7.36万 | 0.01% | 897 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING | $7.37万 | 0.01% | 9,852 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE US | $7.39万 | 0.01% | 1,244 | -167 | -11.8% | -$9,919 | 减仓 |
| SMCI | SUPER MICRO | $7.43万 | 0.01% | 2,533 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $7.49万 | 0.01% | 329 | -335 | -50.5% | -$7.62万 | 减仓 |
| EWJ | ISHARES MSCI | $7.54万 | 0.01% | 808 | 136 | 20.2% | $1.27万 | 加仓 |
| GSK | GSK PLC | $7.58万 | 0.01% | 1,446 | 301 | 26.3% | $1.58万 | 加仓 |
| PAVE | GLOBAL X | $7.60万 | 0.01% | 1,290 | -367 | -22.1% | -$2.16万 | 减仓 |
| CCJ | CAMECO CORP | $7.64万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE | $7.64万 | 0.01% | 828 | -29 | -3.4% | -$2,677 | 减仓 |
| BKLN | INVESCO SENIOR | $7.66万 | 0.01% | 3,760 | 607 | 19.3% | $1.24万 | 加仓 |
| HYGH | ISHARES INTEREST | $7.68万 | 0.01% | 886 | -935 | -51.3% | -$8.11万 | 减仓 |
| SPG | SIMON PROPERTY | $7.76万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES | $7.79万 | 0.01% | 1,836 | 997 | 118.8% | $4.23万 | 加仓 |
| LUV | SOUTHWEST AIRLINES | $7.88万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W | $7.89万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE U S | $7.96万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $7.97万 | 0.01% | 1,028 | 7 | 0.7% | $543 | 加仓 |