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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES MBS | $26.41万 | 0.03% | 2,781 | 721 | 35.0% | $6.85万 | 加仓 |
| FEZ | STATE STREET | $26.53万 | 0.03% | 4,272 | -6,928 | -61.9% | -$43.02万 | 减仓 |
| ASML | ASML HOLDING | $26.70万 | 0.03% | 202 | 86 | 74.1% | $11.37万 | 加仓 |
| XMVM | INVESCO S&P | $27.10万 | 0.03% | 4,162 | -1,760 | -29.7% | -$11.46万 | 减仓 |
| — | STATE STREET | $27.22万 | 0.03% | 1,901 | -3,084 | -61.9% | -$44.17万 | 减仓 |
| VAW | VANGUARD MATERIALS | $27.34万 | 0.03% | 1,213 | -42 | -3.3% | -$9,467 | 减仓 |
| ULTA | ULTA BEAUTY | $28.07万 | 0.03% | 537 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL | $28.10万 | 0.03% | 2,322 | -3,761 | -61.8% | -$45.51万 | 减仓 |
| XYLD | GLOBAL X | $28.17万 | 0.03% | 7,200 | -46 | -0.6% | -$1,800 | 减仓 |
| VOE | VANGUARD MID | $28.20万 | 0.03% | 1,530 | -76 | -4.7% | -$1.40万 | 减仓 |
| SCHA | SCHWAB US | $28.37万 | 0.03% | 9,757 | -38 | -0.4% | -$1,105 | 减仓 |
| TLT | ISHARES 20 | $28.48万 | 0.03% | 3,285 | -21 | -0.6% | -$1,821 | 减仓 |
| DVY | ISHARES SELECT | $28.59万 | 0.03% | 1,888 | 143 | 8.2% | $2.17万 | 加仓 |
| PFE | PFIZER INC | $28.68万 | 0.03% | 10,213 | -3,527 | -25.7% | -$9.90万 | 减仓 |
| CSCO | CISCO SYSTEMS | $28.89万 | 0.03% | 3,724 | -1,157 | -23.7% | -$8.98万 | 减仓 |
| PSI | INVESCO SEMICONDUCTORS | $29.20万 | 0.03% | 3,093 | 2,136 | 223.2% | $20.17万 | 加仓 |
| DBEF | XTRACKERS MSCI | $29.48万 | 0.03% | 5,967 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $29.65万 | 0.03% | 7,718 | -1,452 | -15.8% | -$5.58万 | 减仓 |
| BINC | ISHARES FLEXIBLE | $29.79万 | 0.03% | 5,736 | 1,702 | 42.2% | $8.84万 | 加仓 |
| SBUX | STARBUCKS CORP | $29.85万 | 0.03% | 3,332 | -23 | -0.7% | -$2,061 | 减仓 |
| KORP | AMERICAN CENTURY | $29.98万 | 0.03% | 6,431 | -10,290 | -61.5% | -$47.97万 | 减仓 |
| ENB | ENBRIDGE INC | $30.01万 | 0.03% | 5,542 | -997 | -15.2% | -$5.40万 | 减仓 |
| UPS | UNITED PARCEL | $30.58万 | 0.03% | 3,107 | 493 | 18.9% | $4.85万 | 加仓 |
| HYG | ISHARES IBOXX | $31.02万 | 0.03% | 3,898 | 25 | 0.6% | $1,989 | 加仓 |
| SRE | SEMPRA | $31.30万 | 0.03% | 3,220 | 125 | 4.0% | $1.21万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $31.40万 | 0.03% | 5,839 | 5,839 | — | $31.40万 | 新建仓 |
| SCHG | SCHWAB US | $31.81万 | 0.03% | 10,921 | -24 | -0.2% | -$699 | 减仓 |
| PWR | QUANTA SERVICES | $31.85万 | 0.03% | 580 | 40 | 7.4% | $2.20万 | 加仓 |
| PULS | PGIM ULTRA | $32.41万 | 0.04% | 6,547 | -8,036 | -55.1% | -$39.78万 | 减仓 |
| COF | CAPITAL ONE | $32.57万 | 0.04% | 1,785 | 337 | 23.3% | $6.15万 | 加仓 |
| VT | VANGUARD TOTAL | $32.96万 | 0.04% | 2,382 | 516 | 27.7% | $7.14万 | 加仓 |
| MO | ALTRIA GROUP | $32.97万 | 0.04% | 4,995 | -76 | -1.5% | -$5,016 | 减仓 |
| RODM | HARTFORD MULTIFACTOR | $32.97万 | 0.04% | 8,364 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $33.24万 | 0.04% | 4,310 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE | $33.26万 | 0.04% | 4,013 | 1,892 | 89.2% | $15.68万 | 加仓 |
| WDC | WESTERN DIGITAL | $33.58万 | 0.04% | 1,241 | 1 | 0.1% | $271 | 加仓 |
| MA | MASTERCARD INC | $34.23万 | 0.04% | 685 | 1 | 0.1% | $500 | 加仓 |
| SCHE | SCHWAB EMERGING | $34.32万 | 0.04% | 10,416 | -31 | -0.3% | -$1,021 | 减仓 |
| VEU | VANGUARD FTSE | $34.39万 | 0.04% | 4,579 | 13 | 0.3% | $976 | 加仓 |
| GLW | CORNING INC | $34.48万 | 0.04% | 2,536 | 1,837 | 262.8% | $24.98万 | 加仓 |
| IBM | INTL BUSINESS | $35.37万 | 0.04% | 1,459 | -69 | -4.5% | -$1.67万 | 减仓 |
| WFC | WELLS FARGO | $35.46万 | 0.04% | 4,454 | -292 | -6.2% | -$2.32万 | 减仓 |
| VMC | VULCAN MATERIALS | $35.48万 | 0.04% | 1,303 | 78 | 6.4% | $2.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.12万 | 0.04% | 2,736 | -622 | -18.5% | -$8.21万 | 减仓 |
| KMB | KIMBERLY CLARK | $36.53万 | 0.04% | 3,786 | 2,226 | 142.7% | $21.48万 | 加仓 |
| SHY | ISHARES 1-3YR | $36.57万 | 0.04% | 4,428 | 230 | 5.5% | $1.90万 | 加仓 |
| AIRR | FIRST TRUST | $36.74万 | 0.04% | 3,316 | 7 | 0.2% | $776 | 加仓 |
| BDX | BECTON DICKINSON | $37.90万 | 0.04% | 2,410 | 218 | 9.9% | $3.43万 | 加仓 |
| DE | DEERE & CO | $38.19万 | 0.04% | 677 | 75 | 12.5% | $4.23万 | 加仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $39.32万 | 0.04% | 11,157 | 5 | 0.0% | $176 | 加仓 |
| TIC | TIC SOLUTIONS | $39.43万 | 0.04% | 59,919 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL | $39.85万 | 0.04% | 16,100 | 637 | 4.1% | $1.58万 | 加仓 |
| VTC | VANGUARD TOTAL | $39.94万 | 0.04% | 5,198 | 41 | 0.8% | $3,150 | 加仓 |
| JAAA | JANUS HENDERSON | $40.39万 | 0.04% | 8,018 | 1,111 | 16.1% | $5.60万 | 加仓 |
| KNG | FIRST TRUST | $40.49万 | 0.04% | 8,312 | -628 | -7.0% | -$3.06万 | 减仓 |
| — | HONEYWELL INTL | $40.89万 | 0.04% | 1,809 | -49 | -2.6% | -$1.11万 | 减仓 |
| GOVT | ISHARES U S | $41.16万 | 0.04% | 17,965 | 14,213 | 378.8% | $32.56万 | 加仓 |
| CRBN | ISHARES LOW | $41.44万 | 0.05% | 1,860 | -32 | -1.7% | -$7,129 | 减仓 |
| FDN | FIRST TRUST | $41.45万 | 0.05% | 1,771 | -109 | -5.8% | -$2.55万 | 减仓 |
| KNF | KNIFE RIVER | $41.50万 | 0.05% | 5,083 | 55 | 1.1% | $4,491 | 加仓 |
| SHLD | GLOBAL X | $41.58万 | 0.05% | 5,869 | 5,869 | — | $41.58万 | 新建仓 |
| PM | PHILIP MORRIS | $41.58万 | 0.05% | 2,515 | 163 | 6.9% | $2.70万 | 加仓 |
| KO | COCA COLA COMPANY | $41.68万 | 0.05% | 5,480 | 387 | 7.6% | $2.94万 | 加仓 |
| PAAA | PGIM AAA | $41.82万 | 0.05% | 8,170 | -449 | -5.2% | -$2.30万 | 减仓 |
| IEFA | ISHARES CORE | $42.06万 | 0.05% | 4,646 | -641 | -12.1% | -$5.80万 | 减仓 |
| — | VANECK ETF TRUST | $42.26万 | 0.05% | 17,637 | 265 | 1.5% | $6,350 | 加仓 |
| FTSD | FRANKLIN ETF TR | $42.65万 | 0.05% | 4,698 | 43 | 0.9% | $3,903 | 加仓 |
| RSP | INVESCO S&P | $42.76万 | 0.05% | 2,227 | -388 | -14.8% | -$7.45万 | 减仓 |
| AHR | AMERICAN HEALTHCARE | $43.13万 | 0.05% | 9,145 | -670 | -6.8% | -$3.16万 | 减仓 |
| PEP | PEPSICO INC | $43.23万 | 0.05% | 2,783 | -201 | -6.7% | -$3.12万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE | $43.42万 | 0.05% | 5,626 | -366 | -6.1% | -$2.82万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $43.55万 | 0.05% | 2,400 | -225 | -8.6% | -$4.08万 | 减仓 |
| ULST | STATE STREET | $43.66万 | 0.05% | 10,780 | -3,434 | -24.2% | -$13.91万 | 减仓 |
| SPEM | STATE STREET | $43.69万 | 0.05% | 9,313 | -1,402 | -13.1% | -$6.58万 | 减仓 |
| DON | WISDOMTREE U S | $44.22万 | 0.05% | 8,417 | 1 | 0.0% | $53 | 加仓 |
| TJX | TJX COS | $44.41万 | 0.05% | 2,780 | -58 | -2.0% | -$9,265 | 减仓 |
| PTF | INVESCO DORSEY | $44.59万 | 0.05% | 5,165 | -1,455 | -22.0% | -$12.56万 | 减仓 |
| ORCL | ORACLE CORP | $44.86万 | 0.05% | 3,049 | 202 | 7.1% | $2.97万 | 加仓 |
| AON | AON PLC | $45.23万 | 0.05% | 1,401 | 296 | 26.8% | $9.56万 | 加仓 |
| DMXF | ISHARES TR | $45.40万 | 0.05% | 6,017 | 15 | 0.2% | $1,132 | 加仓 |
| SUSC | ISHARES TR | $45.62万 | 0.05% | 19,715 | 880 | 4.7% | $2.04万 | 加仓 |
| IWR | ISHARES RUSSELL | $45.93万 | 0.05% | 4,723 | -87 | -1.8% | -$8,461 | 减仓 |
| SPYX | SPDR SERIES TRUST | $46.03万 | 0.05% | 8,680 | 61 | 0.7% | $3,235 | 加仓 |
| MISL | FIRST TRUST | $46.08万 | 0.05% | 10,305 | 330 | 3.3% | $1.48万 | 加仓 |
| ALLW | STATE STREET | $46.21万 | 0.05% | 16,018 | 5,156 | 47.5% | $14.88万 | 加仓 |
| IGSB | ISHARES 1-5 | $46.29万 | 0.05% | 8,807 | -1,929 | -18.0% | -$10.14万 | 减仓 |
| MS | MORGAN STANLEY | $46.44万 | 0.05% | 2,821 | -124 | -4.2% | -$2.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $46.50万 | 0.05% | 1,718 | 121 | 7.6% | $3.27万 | 加仓 |
| NULG | NUSHARES ETF TR | $46.66万 | 0.05% | 5,131 | -242 | -4.5% | -$2.20万 | 减仓 |
| AXON | AXON ENTERPRISE | $47.31万 | 0.05% | 1,114 | -52 | -4.5% | -$2.21万 | 减仓 |
| O | REALTY INCOME | $47.46万 | 0.05% | 7,756 | 76 | 1.0% | $4,650 | 加仓 |
| VYM | VANGUARD HIGH | $47.49万 | 0.05% | 3,206 | -841 | -20.8% | -$12.46万 | 减仓 |
| TBIL | F/M U S | $48.44万 | 0.05% | 9,715 | -150 | -1.5% | -$7,480 | 减仓 |
| PID | INVESCO INTL | $48.53万 | 0.05% | 21,813 | -1,905 | -8.0% | -$4.24万 | 减仓 |
| TER | TERADYNE INC | $48.60万 | 0.05% | 1,639 | 1 | 0.1% | $297 | 加仓 |
| SFLR | INNOVATOR EQUITY | $48.65万 | 0.05% | 13,738 | 1,460 | 11.9% | $5.17万 | 加仓 |
| UNP | UNION PACIFIC CORP | $49.68万 | 0.05% | 2,047 | -155 | -7.0% | -$3.76万 | 减仓 |
| SPLV | INVESCO S&P | $49.96万 | 0.05% | 6,829 | -9,583 | -58.4% | -$70.10万 | 减仓 |
| VLUE | ISHARES MSCI | $49.98万 | 0.05% | 3,515 | -238 | -6.3% | -$3.38万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $50.56万 | 0.06% | 3,126 | -5,233 | -62.6% | -$84.64万 | 减仓 |