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 |
|---|---|---|---|---|---|---|---|---|
| BLCR | ISHARES LARGE | $5.84万 | 0.01% | 1,423 | 1,423 | — | $5.84万 | 新建仓 |
| ANGL | VANECK FALLEN | $5.84万 | 0.01% | 2,034 | -9,245 | -82.0% | -$26.56万 | 减仓 |
| CTAS | CINTAS CORP | $5.91万 | 0.01% | 349 | 160 | 84.7% | $2.71万 | 加仓 |
| FLNC | FLUENCE ENERGY | $5.92万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $5.95万 | 0.01% | 645 | -30 | -4.4% | -$2,769 | 减仓 |
| RQI | COHEN & STEERS | $6.03万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $6.03万 | 0.01% | 2,090 | 47 | 2.3% | $1,355 | 加仓 |
| — | VANECK | $6.10万 | 0.01% | 4,431 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $6.11万 | 0.01% | 845 | 100 | 13.4% | $7,236 | 加仓 |
| DG | DOLLAR GENL | $6.13万 | 0.01% | 515 | -15 | -2.8% | -$1,784 | 减仓 |
| LULU | LULULEMON ATHLETICA | $6.15万 | 0.01% | 402 | 122 | 43.6% | $1.87万 | 加仓 |
| DAPP | VANECK DIGITAL | $6.19万 | 0.01% | 4,147 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NATURAL | $6.22万 | 0.01% | 1,381 | 1,343 | 3,534.2% | $6.05万 | 加仓 |
| DEO | DIAGEO PLC | $6.25万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS | $6.26万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $6.32万 | 0.01% | 1,145 | 2 | 0.2% | $110 | 加仓 |
| GWW | GRAINGER W W | $6.33万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC | $6.33万 | 0.01% | 3,698 | -2,566 | -41.0% | -$4.39万 | 减仓 |
| — | FIRST TRUST | $6.37万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT | $6.37万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $6.38万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP | $6.40万 | 0.01% | 7,514 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $6.41万 | 0.01% | 2,787 | 2,000 | 254.1% | $4.60万 | 加仓 |
| OXY | OCCIDENTAL PETROLEUM | $6.42万 | 0.01% | 988 | -158 | -13.8% | -$1.03万 | 减仓 |
| CLNE | CLEAN ENERGY | $6.43万 | 0.01% | 25,937 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO SENIOR | $6.44万 | 0.01% | 3,153 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS | $6.47万 | 0.01% | 645 | 6 | 0.9% | $602 | 加仓 |
| SPG | SIMON PROPERTY | $6.47万 | 0.01% | 347 | 194 | 126.8% | $3.62万 | 加仓 |
| WABC | WESTAMERICA BANCORP | $6.49万 | 0.01% | 1,245 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC | $6.51万 | 0.01% | 7,910 | 67 | 0.9% | $551 | 加仓 |
| SPGI | S&P GLOBAL | $6.53万 | 0.01% | 153 | -22 | -12.6% | -$9,388 | 减仓 |
| WTW | WILLIS TOWERS | $6.54万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $6.55万 | 0.01% | 190 | -34 | -15.2% | -$1.17万 | 减仓 |
| BPRE | BLUEROCK PRIVATE | $6.59万 | 0.01% | 3,965 | -10,338 | -72.3% | -$17.17万 | 减仓 |
| VRIG | INVESCO VARIABLE | $6.62万 | 0.01% | 2,645 | -1,238 | -31.9% | -$3.10万 | 减仓 |
| SCHW | SCHWAB CHARLES | $6.63万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| PARR | PAR PACIFIC | $6.68万 | 0.01% | 1,066 | 826 | 344.2% | $5.17万 | 加仓 |
| FWD | AB DISRUPTORS | $6.70万 | 0.01% | 617 | 617 | — | $6.70万 | 新建仓 |
| OSCR | OSCAR HEALTH | $6.71万 | 0.01% | 5,850 | 0 | 0.0% | — | 不变 |
| IP | INTL PAPER | $6.72万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP | $6.73万 | 0.01% | 1,500 | -1,833 | -55.0% | -$8.22万 | 减仓 |
| APD | AIR PRODUCTS | $6.74万 | 0.01% | 232 | 105 | 82.7% | $3.05万 | 加仓 |
| SHW | SHERWIN WILLIAMS | $6.75万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $6.75万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $6.81万 | 0.01% | 1,783 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE | $6.83万 | 0.01% | 468 | 13 | 2.9% | $1,897 | 加仓 |
| VTEC | VANGUARD TAX | $6.99万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER | $7.00万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY | $7.03万 | 0.01% | 1,063 | 2 | 0.2% | $132 | 加仓 |
| EZM | WISDOMTREE U S | $7.06万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $7.12万 | 0.01% | 897 | 1 | 0.1% | $79 | 加仓 |
| CRDO | CREDO TECHNOLOGY | $7.14万 | 0.01% | 761 | 669 | 727.2% | $6.28万 | 加仓 |
| BABA | ALIBABA GROUP | $7.17万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $7.19万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD | $7.20万 | 0.01% | 1,404 | 234 | 20.0% | $1.20万 | 加仓 |
| TXT | TEXTRON INC | $7.20万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCH | $7.24万 | 0.01% | 460 | 121 | 35.7% | $1.91万 | 加仓 |
| SNPS | SYNOPSYS INC | $7.30万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $7.34万 | 0.01% | 996 | -191 | -16.1% | -$1.41万 | 减仓 |
| IUSV | ISHARES CORE | $7.40万 | 0.01% | 724 | 3 | 0.4% | $307 | 加仓 |
| ODFL | OLD DOMINION | $7.41万 | 0.01% | 379 | 63 | 19.9% | $1.23万 | 加仓 |
| DGRS | WISDOMTREE US | $7.48万 | 0.01% | 1,411 | 3 | 0.2% | $159 | 加仓 |
| BP | BP PLC | $7.58万 | 0.01% | 1,611 | 17 | 1.1% | $799 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7.61万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| STRL | 9STERLING INFRASTRUCTURE | $7.66万 | 0.01% | 188 | 44 | 30.6% | $1.79万 | 加仓 |
| LVS | LAS VEGAS SANDS | $7.66万 | 0.01% | 1,421 | -24 | -1.7% | -$1,294 | 减仓 |
| CP | CANADIAN PACIFIC | $7.67万 | 0.01% | 975 | -238 | -19.6% | -$1.87万 | 减仓 |
| — | QORVO INC | $7.69万 | 0.01% | 994 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY | $7.71万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $7.72万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $7.78万 | 0.01% | 236 | 43 | 22.3% | $1.42万 | 加仓 |
| PYPL | PAYPAL HOLDINGS | $7.81万 | 0.01% | 1,726 | -1,824 | -51.4% | -$8.25万 | 减仓 |
| JD | JD.COM INC | $7.81万 | 0.01% | 2,642 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING | $7.85万 | 0.01% | 4,182 | 3,520 | 531.7% | $6.61万 | 加仓 |
| BOND | PIMCO ACTIVE | $7.91万 | 0.01% | 857 | 295 | 52.5% | $2.72万 | 加仓 |
| PFLT | PENNANTPARK FLOATING | $7.92万 | 0.01% | 9,852 | 96 | 1.0% | $772 | 加仓 |
| XLRE | STATE STREET | $7.97万 | 0.01% | 1,952 | -3,325 | -63.0% | -$13.58万 | 减仓 |
| GDXJ | VANECK JR | $7.98万 | 0.01% | 665 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS | $8.05万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $8.15万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $8.17万 | 0.01% | 4,438 | -1,920 | -30.2% | -$3.53万 | 减仓 |
| IQDG | WISDOMTREE INTL | $8.21万 | 0.01% | 2,045 | -64,608 | -96.9% | -$259.44万 | 减仓 |
| FTA | FIRST TRUST | $8.29万 | 0.01% | 898 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI | $8.34万 | 0.01% | 1,780 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSS | $8.34万 | 0.01% | 572 | 1 | 0.2% | $146 | 加仓 |
| ARCC | ARES CAPITAL | $8.34万 | 0.01% | 4,630 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $8.42万 | 0.01% | 1,657 | -826 | -33.3% | -$4.20万 | 减仓 |
| PWRD | TCW TR | $8.51万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS | $8.54万 | 0.01% | 549 | 16 | 3.0% | $2,488 | 加仓 |
| — | FLAHERTY & CRUMRINE | $8.60万 | 0.01% | 4,283 | 75 | 1.8% | $1,505 | 加仓 |
| MSIF | MSC INCOME | $8.72万 | 0.01% | 7,161 | 2,950 | 70.1% | $3.59万 | 加仓 |
| MTB | M&T BANK | $8.74万 | 0.01% | 423 | 261 | 161.1% | $5.40万 | 加仓 |
| USA | LIBERTY ALL-STAR | $8.75万 | 0.01% | 15,762 | 867 | 5.8% | $4,812 | 加仓 |
| ADP | AUTOMATIC DATA | $8.80万 | 0.01% | 433 | -14 | -3.1% | -$2,845 | 减仓 |
| GSLC | GOLDMAN SACHS | $8.83万 | 0.01% | 706 | 2 | 0.3% | $250 | 加仓 |
| FN | FABRINET | $8.97万 | 0.01% | 172 | 167 | 3,340.0% | $8.71万 | 加仓 |
| ESGV | VANGUARD ESG | $8.97万 | 0.01% | 799 | 799 | — | $8.97万 | 新建仓 |
| EXPE | EXPEDIA GROUP | $9.00万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $9.06万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $9.07万 | 0.01% | 1,973 | 17 | 0.9% | $782 | 加仓 |