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 |
|---|---|---|---|---|---|---|---|---|
| EZPW | EZCORP INC | $9.12万 | 0.01% | 3,595 | 3,533 | 5,698.4% | $8.97万 | 加仓 |
| EEM | ISHARES MSCI | $9.15万 | 0.01% | 1,611 | 1,255 | 352.5% | $7.13万 | 加仓 |
| PFGC | PERFORMANCE FOOD | $9.21万 | 0.01% | 1,075 | 553 | 105.9% | $4.74万 | 加仓 |
| ACN | ACCENTURE PLC | $9.22万 | 0.01% | 465 | -93 | -16.7% | -$1.84万 | 减仓 |
| IFRA | ISHARES TRUST | $9.23万 | 0.01% | 1,614 | 5 | 0.3% | $286 | 加仓 |
| EMR | EMERSON ELECTRIC | $9.28万 | 0.01% | 708 | 220 | 45.1% | $2.88万 | 加仓 |
| CL | COLGATE-PALMOLIVE | $9.31万 | 0.01% | 1,091 | 5 | 0.5% | $427 | 加仓 |
| — | FIRST TRUST | $9.31万 | 0.01% | 985 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $9.33万 | 0.01% | 470 | 29 | 6.6% | $5,754 | 加仓 |
| BOTZ | GLOBAL X | $9.35万 | 0.01% | 2,815 | -280 | -9.0% | -$9,302 | 减仓 |
| CGMU | CAPITAL GROUP | $9.36万 | 0.01% | 3,449 | 19 | 0.6% | $516 | 加仓 |
| MUB | ISHARES NATIONAL | $9.38万 | 0.01% | 883 | -1,945 | -68.8% | -$20.66万 | 减仓 |
| NOK | NOKIA CORP | $9.49万 | 0.01% | 11,803 | -3,196 | -21.3% | -$2.57万 | 减仓 |
| SHEL | SHELL PLC | $9.50万 | 0.01% | 1,021 | -53 | -4.9% | -$4,929 | 减仓 |
| FCNCA | FIRST CITIZENS | $9.63万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| WTMF | WISDOMTREE MANAGED | $9.65万 | 0.01% | 2,432 | -1,047 | -30.1% | -$4.16万 | 减仓 |
| HLN | HALEON PLC | $9.66万 | 0.01% | 9,648 | 2,412 | 33.3% | $2.41万 | 加仓 |
| ADI | ANALOG DEVICES | $9.70万 | 0.01% | 304 | 1 | 0.3% | $319 | 加仓 |
| HAL | HALLIBURTON COMPANY | $9.77万 | 0.01% | 2,505 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE | $9.87万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS | $9.97万 | 0.01% | 1,971 | 435 | 28.3% | $2.20万 | 加仓 |
| CMF | ISHARES CALIFORNIA | $9.98万 | 0.01% | 1,755 | -4,608 | -72.4% | -$26.21万 | 减仓 |
| NTRA | NATERA INC | $10.00万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $10.11万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH | $10.12万 | 0.01% | 1,458 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $10.14万 | 0.01% | 227 | -23 | -9.2% | -$1.03万 | 减仓 |
| QFLR | INNOVATOR NASDAQ | $10.16万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCHANGE | $10.32万 | 0.01% | 3,835 | -1,804 | -32.0% | -$4.85万 | 减仓 |
| RFV | INVESCO S&P | $10.36万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL | $10.40万 | 0.01% | 1,388 | 1,181 | 570.5% | $8.85万 | 加仓 |
| USB | U S BANCORP DE | $10.45万 | 0.01% | 2,008 | -220 | -9.9% | -$1.14万 | 减仓 |
| ARKW | ARK NEXT | $10.47万 | 0.01% | 868 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS | $10.47万 | 0.01% | 1,511 | 900 | 147.3% | $6.24万 | 加仓 |
| TTE | TOTALENERGIES SE | $10.47万 | 0.01% | 1,151 | -44 | -3.7% | -$4,004 | 减仓 |
| CTVA | CORTEVA INC | $10.48万 | 0.01% | 1,252 | 1 | 0.1% | $84 | 加仓 |
| — | WELLS FARGO | $10.51万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $10.53万 | 0.01% | 374 | 210 | 128.0% | $5.92万 | 加仓 |
| AMLP | ALERIAN MLP | $10.54万 | 0.01% | 2,002 | -94 | -4.5% | -$4,950 | 减仓 |
| MRVL | MARVELL TECHNOLOGY | $10.56万 | 0.01% | 1,066 | -294 | -21.6% | -$2.91万 | 减仓 |
| SCHM | SCHWAB US | $10.58万 | 0.01% | 3,415 | 664 | 24.1% | $2.06万 | 加仓 |
| PSA | PUBLIC STORAGE | $10.70万 | 0.01% | 394 | -53 | -11.9% | -$1.44万 | 减仓 |
| DSL | DOUBLELINE INCOME | $10.70万 | 0.01% | 9,877 | -17,869 | -64.4% | -$19.35万 | 减仓 |
| AIG | AMERICAN INTL | $10.70万 | 0.01% | 1,422 | -26 | -1.8% | -$1,957 | 减仓 |
| FLY | FIREFLY AEROSPACE | $10.79万 | 0.01% | 3,790 | 3,790 | — | $10.79万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES | $10.80万 | 0.01% | 1,109 | 924 | 499.5% | $9.00万 | 加仓 |
| AB | ALLIANCE BERNSTEIN | $10.82万 | 0.01% | 2,890 | 296 | 11.4% | $1.11万 | 加仓 |
| NVS | NOVARTIS AG | $10.95万 | 0.01% | 717 | 7 | 1.0% | $1,069 | 加仓 |
| ADBE | ADOBE INC | $10.99万 | 0.01% | 452 | -36 | -7.4% | -$8,751 | 减仓 |
| HEEM | ISHARES INC | $10.99万 | 0.01% | 2,977 | -1,393 | -31.9% | -$5.14万 | 减仓 |
| WPC | W P CAREY | $11.03万 | 0.01% | 1,622 | -14 | -0.9% | -$952 | 减仓 |
| VUSB | VANGUARD ULTRA | $11.05万 | 0.01% | 2,219 | 8 | 0.4% | $398 | 加仓 |
| MFC | MANULIFE FINANCIAL | $11.06万 | 0.01% | 3,210 | 2,050 | 176.7% | $7.06万 | 加仓 |
| CVS | CVS HEALTH | $11.23万 | 0.01% | 1,563 | 261 | 20.0% | $1.87万 | 加仓 |
| PLD | PROLOGIS INC | $11.27万 | 0.01% | 852 | 2 | 0.2% | $264 | 加仓 |
| SMR | NUSCALE POWER | $11.27万 | 0.01% | 10,399 | 7,900 | 316.1% | $8.56万 | 加仓 |
| FSK | FS KKR | $11.29万 | 0.01% | 11,086 | 0 | 0.0% | — | 不变 |
| — | ALPS OSHARE | $11.32万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY | $11.41万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $11.55万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.61万 | 0.01% | 1,641 | 331 | 25.3% | $2.34万 | 加仓 |
| URI | UNITED RENTALS | $11.73万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING | $11.77万 | 0.01% | 4,004 | 3,148 | 367.8% | $9.26万 | 加仓 |
| JETS | U S GLOBAL | $11.83万 | 0.01% | 4,803 | 1,442 | 42.9% | $3.55万 | 加仓 |
| EMXC | ISHARES MSCI | $11.97万 | 0.01% | 1,521 | -317 | -17.2% | -$2.49万 | 减仓 |
| BUCK | SIMPLIFY TREASURY | $12.01万 | 0.01% | 5,107 | 40 | 0.8% | $940 | 加仓 |
| PTLC | PACER TRENDPILOT | $12.03万 | 0.01% | 2,293 | -369 | -13.9% | -$1.94万 | 减仓 |
| GM | GENERAL MOTORS | $12.04万 | 0.01% | 1,615 | 1,177 | 268.7% | $8.77万 | 加仓 |
| GSEW | GOLDMAN SACHS | $12.22万 | 0.01% | 1,443 | 1,443 | — | $12.22万 | 新建仓 |
| UBS | UBS GROUP | $12.28万 | 0.01% | 3,144 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $12.29万 | 0.01% | 1,229 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ | $12.42万 | 0.01% | 7,316 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $12.44万 | 0.01% | 452 | -13 | -2.8% | -$3,578 | 减仓 |
| UBER | UBER TECHNOLOGIES | $12.45万 | 0.01% | 1,731 | -18 | -1.0% | -$1,295 | 减仓 |
| ROBT | FIRST TRUST | $12.46万 | 0.01% | 2,700 | -382 | -12.4% | -$1.76万 | 减仓 |
| GNRC | GENERAC HOLDINGS | $12.50万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN | $12.57万 | 0.01% | 3,747 | 447 | 13.5% | $1.50万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $12.60万 | 0.01% | 746 | -17 | -2.2% | -$2,871 | 减仓 |
| AMT | AMERICAN TOWER | $12.77万 | 0.01% | 739 | -8 | -1.1% | -$1,382 | 减仓 |
| FSCO | FS CREDIT | $12.79万 | 0.01% | 25,075 | -31,684 | -55.8% | -$16.16万 | 减仓 |
| FDX | FEDEX CORP | $12.83万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST | $12.83万 | 0.01% | 2,944 | -15,159 | -83.7% | -$66.08万 | 减仓 |
| IEF | ISHARES 7-10YR | $12.86万 | 0.01% | 1,347 | -32 | -2.3% | -$3,055 | 减仓 |
| PSX | PHILLIPS 66 | $12.89万 | 0.01% | 707 | -332 | -32.0% | -$6.05万 | 减仓 |
| UTF | COHEN & STEERS | $12.91万 | 0.01% | 4,989 | 68 | 1.4% | $1,760 | 加仓 |
| SIL | GLOBAL X | $12.92万 | 0.01% | 1,433 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U S | $12.94万 | 0.01% | 1,998 | 238 | 13.5% | $1.54万 | 加仓 |
| XLB | STATE STREET | $12.95万 | 0.01% | 2,592 | -536 | -17.1% | -$2.68万 | 减仓 |
| IGV | ISHARES EXPANDED | $13.04万 | 0.01% | 1,629 | 1,514 | 1,316.5% | $12.12万 | 加仓 |
| SHOP | SHOPIFY INC | $13.12万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $13.13万 | 0.01% | 664 | 1 | 0.2% | $198 | 加仓 |
| TRV | TRAVELERS COS | $13.18万 | 0.01% | 452 | 52 | 13.0% | $1.52万 | 加仓 |
| DFAX | DIMENSIONAL WORLD | $13.19万 | 0.01% | 3,883 | -817 | -17.4% | -$2.78万 | 减仓 |
| XLU | STATE STREET | $13.29万 | 0.01% | 2,895 | 4 | 0.1% | $184 | 加仓 |
| AWK | AMERICAN WATER | $13.29万 | 0.01% | 976 | -150 | -13.3% | -$2.04万 | 减仓 |
| HEQT | SIMPLIFY HEDGED | $13.37万 | 0.01% | 4,243 | -2,743 | -39.3% | -$8.64万 | 减仓 |
| IWV | ISHARES RUSSELL | $13.42万 | 0.01% | 362 | 17 | 4.9% | $6,302 | 加仓 |
| — | CION INVESTMENT | $13.43万 | 0.01% | 19,638 | 326 | 1.7% | $2,230 | 加仓 |
| AOA | ISHARES CORE | $13.44万 | 0.01% | 1,518 | -210 | -12.2% | -$1.86万 | 减仓 |
| PNC | PNC FINANCIAL | $13.44万 | 0.01% | 645 | 83 | 14.8% | $1.73万 | 加仓 |
| RDDT | REDDIT INC | $13.46万 | 0.01% | 1,000 | -835 | -45.5% | -$11.24万 | 减仓 |