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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $12.10万 | 0.01% | 590 | 138 | 30.5% | $2.83万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $12.13万 | 0.01% | 124 | -5 | -3.9% | -$4,891 | 减仓 |
| BOTZ | GLOBAL X | $12.14万 | 0.01% | 3,200 | 385 | 13.7% | $1.46万 | 加仓 |
| USB | U S BANCORP DE | $12.15万 | 0.01% | 2,011 | 3 | 0.1% | $181 | 加仓 |
| VT | VANGUARD TOTAL | $12.24万 | 0.01% | 779 | -1,603 | -67.3% | -$25.18万 | 减仓 |
| VNQ | VANGUARD REAL | $12.30万 | 0.01% | 1,275 | 916 | 255.2% | $8.84万 | 加仓 |
| WPM | WHEATON PRECIOUS | $12.36万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH | $12.40万 | 0.01% | 1,504 | 46 | 3.2% | $3,792 | 加仓 |
| AIG | AMERICAN INTL | $12.47万 | 0.01% | 1,672 | 250 | 17.6% | $1.86万 | 加仓 |
| — | CION INVESTMENT | $12.49万 | 0.01% | 20,045 | 407 | 2.1% | $2,536 | 加仓 |
| PSX | PHILLIPS 66 | $12.50万 | 0.01% | 739 | 32 | 4.5% | $5,414 | 加仓 |
| HSY | HERSHEY COMPANY | $12.51万 | 0.01% | 713 | 1 | 0.1% | $176 | 加仓 |
| FSCO | FS CREDIT | $12.56万 | 0.01% | 25,178 | 103 | 0.4% | $514 | 加仓 |
| SCHM | SCHWAB US | $12.59万 | 0.01% | 3,414 | -1 | -0.0% | -$37 | 减仓 |
| VST | VISTRA CORP | $12.63万 | 0.01% | 796 | 466 | 141.2% | $7.39万 | 加仓 |
| TIGO | MILLICOM INTL | $12.69万 | 0.01% | 1,398 | 10 | 0.7% | $908 | 加仓 |
| SHOP | SHOPIFY INC | $12.74万 | 0.01% | 1,116 | 10 | 0.9% | $1,142 | 加仓 |
| IEF | ISHARES 7-10YR | $12.81万 | 0.01% | 1,354 | 7 | 0.5% | $662 | 加仓 |
| VAW | VANGUARD MATERIALS | $12.86万 | 0.01% | 562 | -651 | -53.7% | -$14.90万 | 减仓 |
| AWK | AMERICAN WATER | $12.86万 | 0.01% | 977 | 1 | 0.1% | $132 | 加仓 |
| FIXD | FIRST TRUST | $12.95万 | 0.01% | 2,969 | 25 | 0.8% | $1,090 | 加仓 |
| UNFI | UNITED NATURAL | $13.08万 | 0.01% | 2,863 | 1,482 | 107.3% | $6.77万 | 加仓 |
| HUBB | HUBBELL INC | $13.08万 | 0.01% | 250 | -25 | -9.1% | -$1.31万 | 减仓 |
| XLU | STATE STREET | $13.14万 | 0.01% | 2,897 | 2 | 0.1% | $91 | 加仓 |
| XLB | STATE STREET | $13.29万 | 0.01% | 2,614 | 22 | 0.8% | $1,119 | 加仓 |
| PTLC | PACER TRENDPILOT | $13.36万 | 0.01% | 2,293 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY | $13.43万 | 0.01% | 706 | -40 | -5.4% | -$7,608 | 减仓 |
| IGV | ISHARES EXPANDED | $13.46万 | 0.01% | 1,485 | -144 | -8.8% | -$1.30万 | 减仓 |
| NOBL | PROSHARES S&P | $13.48万 | 0.01% | 2,400 | -2,446 | -50.5% | -$13.74万 | 减仓 |
| VLU | STATE STREET | $13.49万 | 0.01% | 566 | 566 | — | $13.49万 | 新建仓 |
| NTRA | NATERA INC | $13.57万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $13.77万 | 0.01% | 346 | 42 | 13.8% | $1.67万 | 加仓 |
| KMI | KINDER MORGAN | $13.93万 | 0.01% | 4,358 | 611 | 16.3% | $1.95万 | 加仓 |
| UTF | COHEN & STEERS | $13.96万 | 0.01% | 5,060 | 71 | 1.4% | $1,959 | 加仓 |
| BBEU | JPMORGAN BUILDERS | $14.09万 | 0.01% | 1,812 | 1,812 | — | $14.09万 | 新建仓 |
| RCL | ROYAL CARIBBEAN | $14.16万 | 0.01% | 446 | -6 | -1.3% | -$1,905 | 减仓 |
| MRNA | MODERNA INC | $14.18万 | 0.01% | 2,025 | 2,000 | 8,000.0% | $14.01万 | 加仓 |
| TMUS | T-MOBILE US | $14.18万 | 0.01% | 845 | -57 | -6.3% | -$9,567 | 减仓 |
| SNEX | STONEX GROUP | $14.20万 | 0.01% | 1,198 | 1,144 | 2,118.5% | $13.56万 | 加仓 |
| — | ELECTRONIC ARTS | $14.25万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD | $14.31万 | 0.01% | 3,883 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $14.39万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO S&P | $14.39万 | 0.01% | 2,386 | -622 | -20.7% | -$3.75万 | 减仓 |
| NEM | NEWMONT CORP | $14.46万 | 0.01% | 1,548 | 57 | 3.8% | $5,325 | 加仓 |
| MUFG | MITSUBISHI UFJ | $14.55万 | 0.01% | 7,316 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $14.71万 | 0.01% | 7,107 | -28 | -0.4% | -$580 | 减仓 |
| NBIS | NEBIUS GROUP | $14.78万 | 0.01% | 535 | 18 | 3.5% | $4,971 | 加仓 |
| SCHP | SCHWAB US | $14.97万 | 0.01% | 5,648 | 4,850 | 607.8% | $12.85万 | 加仓 |
| NEXA | NEXA RESOURCES | $15.01万 | 0.01% | 12,260 | 12,260 | — | $15.01万 | 新建仓 |
| CDL | VICTORYSHARES US | $15.10万 | 0.01% | 1,946 | -1,163 | -37.4% | -$9.02万 | 减仓 |
| USAR | USA RARE | $15.11万 | 0.01% | 7,000 | 7,000 | — | $15.11万 | 新建仓 |
| USIG | ISHARES BROAD | $15.13万 | 0.01% | 2,949 | 1,545 | 110.0% | $7.92万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $15.17万 | 0.01% | 2,622 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST | $15.19万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $15.23万 | 0.01% | 3,129 | 29 | 0.9% | $1,412 | 加仓 |
| IWV | ISHARES RUSSELL | $15.27万 | 0.01% | 358 | -4 | -1.1% | -$1,706 | 减仓 |
| PSA | PUBLIC STORAGE | $15.37万 | 0.01% | 482 | 88 | 22.3% | $2.81万 | 加仓 |
| PARR | PAR PACIFIC | $15.42万 | 0.01% | 2,750 | 1,684 | 158.0% | $9.44万 | 加仓 |
| BP | BP PLC | $15.43万 | 0.01% | 4,177 | 2,566 | 159.3% | $9.48万 | 加仓 |
| NLY | ANNALY CAPITAL | $15.44万 | 0.01% | 6,907 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $15.45万 | 0.01% | 1,396 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $15.63万 | 0.01% | 1,900 | 13 | 0.7% | $1,070 | 加仓 |
| QTEC | FIRST TRUST | $15.66万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $15.74万 | 0.01% | 1,004 | 55 | 5.8% | $8,623 | 加仓 |
| FN | FABRINET | $15.91万 | 0.01% | 283 | 111 | 64.5% | $6.24万 | 加仓 |
| UBS | UBS GROUP | $15.92万 | 0.01% | 3,212 | 68 | 2.2% | $3,371 | 加仓 |
| JETS | U S GLOBAL | $15.96万 | 0.01% | 4,803 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS | $15.97万 | 0.01% | 1,095 | 3 | 0.3% | $438 | 加仓 |
| MET | METLIFE INC | $16.01万 | 0.01% | 1,892 | 251 | 15.3% | $2.12万 | 加仓 |
| KKR | KKR & CO | $16.02万 | 0.01% | 1,745 | -25 | -1.4% | -$2,295 | 减仓 |
| GILD | GILEAD SCIENCES | $16.14万 | 0.01% | 1,277 | 62 | 5.1% | $7,835 | 加仓 |
| BKNG | BOOKING HOLDINGS | $16.23万 | 0.01% | 910 | 35 | 4.0% | $6,243 | 加仓 |
| XEL | XCEL ENERGY | $16.28万 | 0.01% | 2,027 | 312 | 18.2% | $2.51万 | 加仓 |
| CRWV | COREWEAVE INC | $16.31万 | 0.01% | 1,639 | -166 | -9.2% | -$1.65万 | 减仓 |
| — | FIRST NORTHERN | $16.36万 | 0.01% | 9,121 | 9,121 | — | $16.36万 | 新建仓 |
| AOA | ISHARES CORE | $16.39万 | 0.01% | 1,679 | 161 | 10.6% | $1.57万 | 加仓 |
| OIH | VANECK OIL | $16.76万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $16.96万 | 0.02% | 497 | 1 | 0.2% | $341 | 加仓 |
| EPD | ENTERPRISE PRODUCTS | $16.99万 | 0.02% | 4,622 | 814 | 21.4% | $2.99万 | 加仓 |
| SUSA | ISHARES ESG | $17.02万 | 0.02% | 1,102 | 2 | 0.2% | $309 | 加仓 |
| TRV | TRAVELERS COS | $17.10万 | 0.02% | 518 | 66 | 14.6% | $2.18万 | 加仓 |
| RDDT | REDDIT INC | $17.36万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| FEZ | STATE STREET | $17.36万 | 0.02% | 2,527 | -1,745 | -40.8% | -$11.99万 | 减仓 |
| — | STATE STREET | $17.49万 | 0.02% | 1,151 | -750 | -39.5% | -$11.40万 | 减仓 |
| BMY | BRISTOL MYERS | $17.52万 | 0.02% | 3,040 | 4 | 0.1% | $230 | 加仓 |
| PNC | PNC FINANCIAL | $17.70万 | 0.02% | 718 | 73 | 11.3% | $1.80万 | 加仓 |
| CSTM | CONSTELLIUM SE | $17.74万 | 0.02% | 5,566 | 5,516 | 11,032.0% | $17.58万 | 加仓 |
| IXN | ISHARES GLOBAL | $17.77万 | 0.02% | 1,230 | 1 | 0.1% | $144 | 加仓 |
| GDX | VANECK GOLD | $17.86万 | 0.02% | 2,366 | 108 | 4.8% | $8,152 | 加仓 |
| IOO | ISHARES GLOBAL | $17.92万 | 0.02% | 1,311 | -1,011 | -43.5% | -$13.82万 | 减仓 |
| URI | UNITED RENTALS | $18.24万 | 0.02% | 161 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $18.38万 | 0.02% | 2,358 | 1,920 | 438.4% | $14.96万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $18.40万 | 0.02% | 633 | 14 | 2.3% | $4,070 | 加仓 |
| YYY | AMPLIFY CEF | $18.46万 | 0.02% | 16,007 | 57 | 0.4% | $657 | 加仓 |
| JSMD | JANUS DETROIT | $18.62万 | 0.02% | 1,839 | -401 | -17.9% | -$4.06万 | 减仓 |
| CVS | CVS HEALTH | $18.67万 | 0.02% | 1,805 | 242 | 15.5% | $2.50万 | 加仓 |
| GM | GENERAL MOTORS | $18.74万 | 0.02% | 2,431 | 816 | 50.5% | $6.29万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $18.74万 | 0.02% | 640 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE | $19.17万 | 0.02% | 3,250 | 3,067 | 1,676.0% | $18.09万 | 加仓 |
| CSX | CSX CORP | $19.36万 | 0.02% | 4,072 | 430 | 11.8% | $2.04万 | 加仓 |