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 |
|---|---|---|---|---|---|---|---|---|
| BUCK | SIMPLIFY TREASURY | $19.59万 | 0.02% | 8,366 | 3,259 | 63.8% | $7.63万 | 加仓 |
| STRL | 9STERLING INFRASTRUCTURE | $19.72万 | 0.02% | 235 | 47 | 25.0% | $3.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $19.76万 | 0.02% | 2,739 | 1,008 | 58.2% | $7.27万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $19.78万 | 0.02% | 1,198 | 100 | 9.1% | $1.65万 | 加仓 |
| TCBK | TRICO BANCSHARES | $20.21万 | 0.02% | 3,753 | 18 | 0.5% | $969 | 加仓 |
| SPIP | STATE STREET | $20.36万 | 0.02% | 7,929 | -10 | -0.1% | -$257 | 减仓 |
| CLS | CELESTICA INC | $20.39万 | 0.02% | 559 | 185 | 49.5% | $6.75万 | 加仓 |
| LPLA | LPL FINANCIAL | $20.39万 | 0.02% | 724 | 205 | 39.5% | $5.77万 | 加仓 |
| SMR | NUSCALE POWER | $20.46万 | 0.02% | 20,399 | 10,000 | 96.2% | $10.03万 | 加仓 |
| FDT | FIRST TRUST | $20.55万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $20.67万 | 0.02% | 5,980 | 2,385 | 66.3% | $8.24万 | 加仓 |
| EW | EDWARDS LIFESCIENCES | $20.72万 | 0.02% | 2,291 | 82 | 3.7% | $7,418 | 加仓 |
| TEL | TE CONNECTIVITY | $20.85万 | 0.02% | 1,034 | 62 | 6.4% | $1.25万 | 加仓 |
| — | DIMENSIONAL US | $21.00万 | 0.02% | 4,734 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $21.03万 | 0.02% | 1,109 | 178 | 19.1% | $3.38万 | 加仓 |
| BN | BROOKFIELD CORP | $21.17万 | 0.02% | 4,971 | 7 | 0.1% | $298 | 加仓 |
| COLB | COLUMBIA BANKING SYS INC | $21.45万 | 0.02% | 6,693 | -325 | -4.6% | -$1.04万 | 减仓 |
| PULS | PGIM ULTRA | $21.46万 | 0.02% | 4,330 | -2,217 | -33.9% | -$10.99万 | 减仓 |
| ITW | ILLINOIS TOOL | $21.72万 | 0.02% | 802 | 25 | 3.2% | $6,769 | 加仓 |
| VIK | VIKING HOLDINGS | $21.82万 | 0.02% | 2,085 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY | $22.40万 | 0.02% | 4,774 | -790 | -14.2% | -$3.71万 | 减仓 |
| MMM | 3M COMPANY | $22.45万 | 0.02% | 1,386 | 5 | 0.4% | $810 | 加仓 |
| BLK | BLACKROCK FDG | $22.81万 | 0.02% | 237 | 1 | 0.4% | $962 | 加仓 |
| HON | HONEYWELL INTL | $23.13万 | 0.02% | 1,032 | -777 | -43.0% | -$17.41万 | 减仓 |
| FWD | AB DISRUPTORS | $23.20万 | 0.02% | 1,566 | 949 | 153.8% | $14.06万 | 加仓 |
| VV | VANGUARD LARGE | $23.20万 | 0.02% | 674 | -27 | -3.9% | -$9,292 | 减仓 |
| MKL | MARKEL GROUP | $23.44万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS | $23.55万 | 0.02% | 30,000 | 30,000 | — | $23.55万 | 新建仓 |
| EAGG | ISHARES TR | $23.79万 | 0.02% | 5,018 | 93 | 1.9% | $4,410 | 加仓 |
| XMVM | INVESCO S&P | $23.84万 | 0.02% | 3,361 | -801 | -19.2% | -$5.68万 | 减仓 |
| ULTA | ULTA BEAUTY | $23.95万 | 0.02% | 531 | -6 | -1.1% | -$2,706 | 减仓 |
| ARKK | ARK INNOVATION | $23.96万 | 0.02% | 2,965 | -4 | -0.1% | -$323 | 减仓 |
| JCI | JOHNSON CONTROLS | $23.97万 | 0.02% | 1,640 | 14 | 0.9% | $2,046 | 加仓 |
| MXL | MAXLINEAR INC | $24.31万 | 0.02% | 1,899 | 1,899 | — | $24.31万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE | $24.54万 | 0.02% | 1,110 | 1,110 | — | $24.54万 | 新建仓 |
| DVY | ISHARES SELECT | $24.82万 | 0.02% | 1,588 | -300 | -15.9% | -$4.69万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE | $24.90万 | 0.02% | 3,247 | -2,379 | -42.3% | -$18.25万 | 减仓 |
| DRI | DARDEN RESTAURANTS | $25.04万 | 0.02% | 1,215 | 1 | 0.1% | $206 | 加仓 |
| SPLV | INVESCO S&P | $25.08万 | 0.02% | 3,348 | -3,481 | -51.0% | -$26.08万 | 减仓 |
| IDEV | ISHARES CORE | $25.18万 | 0.02% | 2,828 | 2 | 0.1% | $178 | 加仓 |
| TLT | ISHARES 20 | $25.36万 | 0.02% | 2,934 | -351 | -10.7% | -$3.03万 | 减仓 |
| UPS | UNITED PARCEL | $25.47万 | 0.02% | 2,369 | -738 | -23.8% | -$7.94万 | 减仓 |
| EES | WISDOMTREE TR | $25.50万 | 0.02% | 3,760 | 3,221 | 597.6% | $21.84万 | 加仓 |
| LCTU | BLACKROCK ISHARES | $25.56万 | 0.02% | 3,189 | -498 | -13.5% | -$3.99万 | 减仓 |
| EIX | EDISON INTL | $25.79万 | 0.02% | 3,464 | -35 | -1.0% | -$2,606 | 减仓 |
| NDSN | NORDSON CORP | $25.85万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX | $25.95万 | 0.02% | 3,245 | -653 | -16.8% | -$5.22万 | 减仓 |
| SPEM | STATE STREET | $25.97万 | 0.02% | 5,015 | -4,298 | -46.2% | -$22.26万 | 减仓 |
| WM | WASTE MANAGEMENT | $26.17万 | 0.02% | 1,174 | 67 | 6.1% | $1.49万 | 加仓 |
| O | REALTY INCOME | $26.42万 | 0.02% | 4,264 | -3,492 | -45.0% | -$21.64万 | 减仓 |
| BUFD | FIRST TRUST | $26.50万 | 0.02% | 8,915 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM AAA | $26.68万 | 0.02% | 5,204 | -2,966 | -36.3% | -$15.21万 | 减仓 |
| TTMI | TTM TECHNOLOGIES | $26.71万 | 0.02% | 1,428 | 319 | 28.8% | $5.97万 | 加仓 |
| VDC | VANGUARD WORLD FD | $27.19万 | 0.02% | 1,206 | 1,102 | 1,059.6% | $24.84万 | 加仓 |
| PFE | PFIZER INC | $27.19万 | 0.02% | 11,293 | 1,080 | 10.6% | $2.60万 | 加仓 |
| JSML | JANUS DETROIT | $27.45万 | 0.03% | 2,950 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB US | $28.04万 | 0.03% | 9,528 | 7 | 0.1% | $206 | 加仓 |
| URA | GLOBAL X | $28.06万 | 0.03% | 6,420 | 1,367 | 27.1% | $5.97万 | 加仓 |
| XSD | STATE STREET | $28.11万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $28.27万 | 0.03% | 9,895 | 9,895 | — | $28.27万 | 新建仓 |
| FCX | FREEPORT MCMORAN | $28.48万 | 0.03% | 4,528 | 394 | 9.5% | $2.48万 | 加仓 |
| VBR | VANGUARD SMALL | $29.05万 | 0.03% | 1,195 | 44 | 3.8% | $1.07万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.06万 | 0.03% | 3,202 | 1,011 | 46.1% | $9.17万 | 加仓 |
| NKE | NIKE INC | $29.28万 | 0.03% | 7,132 | -4,247 | -37.3% | -$17.44万 | 减仓 |
| ICVT | ISHARES CONV | $29.31万 | 0.03% | 2,407 | 558 | 30.2% | $6.80万 | 加仓 |
| COP | CONOCOPHILLIPS | $29.35万 | 0.03% | 2,823 | 87 | 3.2% | $9,046 | 加仓 |
| MAR | MARRIOTT INTL | $29.60万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTL | $29.81万 | 0.03% | 3,242 | 3,242 | — | $29.81万 | 新建仓 |
| ENB | ENBRIDGE INC | $29.86万 | 0.03% | 5,508 | -34 | -0.6% | -$1,843 | 减仓 |
| VBK | VANGUARD SMALL | $30.22万 | 0.03% | 826 | -1 | -0.1% | -$366 | 减仓 |
| C | CITIGROUP INC | $30.26万 | 0.03% | 2,162 | 72 | 3.4% | $1.01万 | 加仓 |
| SPMB | STATE STREET | $30.28万 | 0.03% | 13,573 | -15,975 | -54.1% | -$35.64万 | 减仓 |
| VOE | VANGUARD MID | $30.28万 | 0.03% | 1,532 | 2 | 0.1% | $395 | 加仓 |
| CRDO | CREDO TECHNOLOGY | $31.00万 | 0.03% | 1,140 | 379 | 49.8% | $10.31万 | 加仓 |
| CGCV | CAPITAL GROUP | $31.03万 | 0.03% | 9,453 | -54,703 | -85.3% | -$179.54万 | 减仓 |
| APH | AMPHENOL CORP | $31.30万 | 0.03% | 1,775 | 42 | 2.4% | $7,407 | 加仓 |
| NUMG | NUSHARES ETF TR | $31.38万 | 0.03% | 6,682 | 410 | 6.5% | $1.93万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $31.42万 | 0.03% | 479 | 33 | 7.4% | $2.16万 | 加仓 |
| GS | GOLDMAN SACHS | $31.55万 | 0.03% | 311 | 6 | 2.0% | $6,086 | 加仓 |
| JBND | JPMORGAN ACTIVE | $31.59万 | 0.03% | 5,904 | 65 | 1.1% | $3,478 | 加仓 |
| ILDR | FIRST TRUST | $31.64万 | 0.03% | 8,061 | -17,894 | -68.9% | -$70.23万 | 减仓 |
| ABSI | ABSCI CORP | $32.45万 | 0.03% | 28,000 | 28,000 | — | $32.45万 | 新建仓 |
| IBIT | ISHARES BITCOIN | $32.52万 | 0.03% | 9,770 | 2,052 | 26.6% | $6.83万 | 加仓 |
| SRE | SEMPRA | $32.54万 | 0.03% | 3,509 | 289 | 9.0% | $2.68万 | 加仓 |
| DBEF | XTRACKERS MSCI | $32.60万 | 0.03% | 5,967 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $32.83万 | 0.03% | 3,051 | 2,168 | 245.5% | $23.33万 | 加仓 |
| STIP | ISHARES 0-5 | $33.13万 | 0.03% | 3,242 | 2,909 | 873.6% | $29.72万 | 加仓 |
| VLO | VALERO ENERGY | $33.31万 | 0.03% | 1,279 | 290 | 29.3% | $7.55万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR | $34.23万 | 0.03% | 8,469 | 105 | 1.3% | $4,243 | 加仓 |
| ITA | ISHARES AEROSPACE | $34.37万 | 0.03% | 1,417 | 223 | 18.7% | $5.41万 | 加仓 |
| MO | ALTRIA GROUP | $34.38万 | 0.03% | 4,778 | -217 | -4.3% | -$1.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $34.61万 | 0.03% | 3,386 | 54 | 1.6% | $5,520 | 加仓 |
| SCHG | SCHWAB US | $34.66万 | 0.03% | 10,243 | -678 | -6.2% | -$2.29万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $35.04万 | 0.03% | 1,175 | 106 | 9.9% | $3.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $35.82万 | 0.03% | 1,202 | 136 | 12.8% | $4.05万 | 加仓 |
| VMC | VULCAN MATERIALS | $37.03万 | 0.03% | 1,255 | -48 | -3.7% | -$1.42万 | 减仓 |
| ASML | ASML HOLDING | $37.25万 | 0.03% | 187 | -15 | -7.4% | -$2.99万 | 减仓 |
| VGT | VANGUARD INFORMATION | $37.44万 | 0.03% | 3,132 | 2,732 | 683.0% | $32.66万 | 加仓 |
| WFC | WELLS FARGO | $37.73万 | 0.03% | 4,565 | 111 | 2.5% | $9,173 | 加仓 |
| SCHE | SCHWAB EMERGING | $37.77万 | 0.03% | 10,416 | 0 | 0.0% | — | 不变 |