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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TRUST | $38.08万 | 0.03% | 7,540 | -772 | -9.3% | -$3.90万 | 减仓 |
| LUNR | INTUITIVE MACHINES | $38.47万 | 0.04% | 17,986 | 16,986 | 1,698.6% | $36.33万 | 加仓 |
| VEU | VANGUARD FTSE | $38.64万 | 0.04% | 4,614 | 35 | 0.8% | $2,931 | 加仓 |
| MA | MASTERCARD INC | $38.75万 | 0.04% | 754 | 69 | 10.1% | $3.55万 | 加仓 |
| COF | CAPITAL ONE | $38.91万 | 0.04% | 1,939 | 154 | 8.6% | $3.09万 | 加仓 |
| VYM | VANGUARD HIGH | $39.02万 | 0.04% | 2,469 | -737 | -23.0% | -$11.65万 | 减仓 |
| LITE | LUMENTUM HOLDINGS | $39.04万 | 0.04% | 455 | 83 | 22.3% | $7.12万 | 加仓 |
| VTC | VANGUARD TOTAL | $40.43万 | 0.04% | 5,263 | 65 | 1.3% | $4,993 | 加仓 |
| VXUS | VANGUARD TOTAL | $40.69万 | 0.04% | 4,759 | 449 | 10.4% | $3.84万 | 加仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $40.84万 | 0.04% | 10,664 | -493 | -4.4% | -$1.89万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC | $40.89万 | 0.04% | 4,608 | 3,055 | 196.7% | $27.11万 | 加仓 |
| SPTI | STATE STREET | $40.91万 | 0.04% | 14,411 | -17,152 | -54.3% | -$48.70万 | 减仓 |
| PWR | QUANTA SERVICES | $41.99万 | 0.04% | 583 | 3 | 0.5% | $2,161 | 加仓 |
| HTGC | HERCULES CAPITAL | $42.13万 | 0.04% | 26,713 | -28,526 | -51.6% | -$44.99万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $42.26万 | 0.04% | 4,669 | -29 | -0.6% | -$2,625 | 减仓 |
| SUSC | ISHARES TR | $42.30万 | 0.04% | 18,272 | -1,443 | -7.3% | -$3.34万 | 减仓 |
| BINC | ISHARES FLEXIBLE | $42.35万 | 0.04% | 8,090 | 2,354 | 41.0% | $12.32万 | 加仓 |
| SCHA | SCHWAB US | $42.45万 | 0.04% | 11,748 | 1,991 | 20.4% | $7.19万 | 加仓 |
| DON | WISDOMTREE TR | $42.60万 | 0.04% | 7,537 | -880 | -10.5% | -$4.97万 | 减仓 |
| FDVV | FIDELITY HIGH | $43.01万 | 0.04% | 7,133 | -6,029 | -45.8% | -$36.35万 | 减仓 |
| DE | DEERE & CO | $43.18万 | 0.04% | 680 | 3 | 0.4% | $1,905 | 加仓 |
| PID | INVESCO INTL | $43.90万 | 0.04% | 19,775 | -2,038 | -9.3% | -$4.52万 | 减仓 |
| AIRR | FIRST TRUST | $44.22万 | 0.04% | 3,318 | 2 | 0.1% | $267 | 加仓 |
| TJX | TJX COS | $44.39万 | 0.04% | 2,929 | 149 | 5.4% | $2.26万 | 加仓 |
| SCHF | SCHWAB INTL | $44.57万 | 0.04% | 16,091 | -9 | -0.1% | -$249 | 减仓 |
| — | VANECK ETF TRUST | $44.90万 | 0.04% | 18,603 | 966 | 5.5% | $2.33万 | 加仓 |
| MISL | FIRST TRUST | $45.20万 | 0.04% | 9,875 | -430 | -4.2% | -$1.97万 | 减仓 |
| PM | PHILIP MORRIS | $45.75万 | 0.04% | 2,528 | 13 | 0.5% | $2,353 | 加仓 |
| IGSB | ISHARES 1-5 | $46.17万 | 0.04% | 8,809 | 2 | 0.0% | $105 | 加仓 |
| CRBN | ISHARES TR | $46.26万 | 0.04% | 1,829 | -31 | -1.7% | -$7,841 | 减仓 |
| ORCL | ORACLE CORP | $46.75万 | 0.04% | 3,189 | 140 | 4.6% | $2.05万 | 加仓 |
| KMB | KIMBERLY CLARK | $46.79万 | 0.04% | 4,262 | 476 | 12.6% | $5.23万 | 加仓 |
| FDN | FIRST TRUST | $46.88万 | 0.04% | 1,771 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE | $47.36万 | 0.04% | 16,108 | 12,318 | 325.0% | $36.21万 | 加仓 |
| RSP | INVESCO S&P | $47.46万 | 0.04% | 2,230 | 3 | 0.1% | $639 | 加仓 |
| AHR | AMERICAN HEALTHCARE | $47.77万 | 0.04% | 9,159 | 14 | 0.2% | $730 | 加仓 |
| MBB | ISHARES MBS | $47.86万 | 0.04% | 5,063 | 2,282 | 82.1% | $21.57万 | 加仓 |
| TBIL | F/M U S | $48.03万 | 0.04% | 9,633 | -82 | -0.8% | -$4,089 | 减仓 |
| KO | COCA COLA COMPANY | $48.16万 | 0.04% | 5,926 | 446 | 8.1% | $3.62万 | 加仓 |
| IBM | INTL BUSINESS | $48.27万 | 0.04% | 1,716 | 257 | 17.6% | $7.23万 | 加仓 |
| IDEF | ISHARES DEFENSE | $48.38万 | 0.04% | 15,222 | 13,724 | 916.2% | $43.62万 | 加仓 |
| — | FIDELITY STOCKS | $48.38万 | 0.04% | 8,857 | -6,250 | -41.4% | -$34.14万 | 减仓 |
| TIC | TIC SOLUTIONS | $48.47万 | 0.04% | 59,919 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO SEMICONDUCTORS | $49.51万 | 0.05% | 2,635 | -458 | -14.8% | -$8.61万 | 减仓 |
| LOW | LOWES COMPANIES | $50.05万 | 0.05% | 2,269 | 15 | 0.7% | $3,309 | 加仓 |
| SHY | ISHARES 1-3YR | $50.10万 | 0.05% | 6,101 | 1,673 | 37.8% | $13.74万 | 加仓 |
| XLI | STATE STREET | $50.18万 | 0.05% | 2,709 | -417 | -13.3% | -$7.72万 | 减仓 |
| VTWO | VANGUARD RUSSELL | $50.90万 | 0.05% | 4,191 | -1,432 | -25.5% | -$17.39万 | 减仓 |
| ULST | STATE STREET | $51.05万 | 0.05% | 12,629 | 1,849 | 17.2% | $7.47万 | 加仓 |
| BDX | BECTON DICKINSON | $51.71万 | 0.05% | 3,417 | 1,007 | 41.8% | $15.24万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $51.94万 | 0.05% | 8,501 | -179 | -2.1% | -$1.09万 | 减仓 |
| PEP | PEPSICO INC | $52.03万 | 0.05% | 3,842 | 1,059 | 38.1% | $14.34万 | 加仓 |
| IWR | ISHARES RUSSELL | $53.25万 | 0.05% | 4,826 | 103 | 2.2% | $1.14万 | 加仓 |
| SFLR | INNOVATOR EQUITY | $53.65万 | 0.05% | 13,906 | 168 | 1.2% | $6,482 | 加仓 |
| AON | AON PLC | $54.03万 | 0.05% | 1,628 | 227 | 16.2% | $7.53万 | 加仓 |
| DIS | WALT DISNEY | $54.78万 | 0.05% | 5,691 | -651 | -10.3% | -$6.27万 | 减仓 |
| PEG | PUBLIC SERVICE | $55.76万 | 0.05% | 6,870 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $56.27万 | 0.05% | 2,068 | 21 | 1.0% | $5,714 | 加仓 |
| NULG | NUSHARES ETF TR | $56.46万 | 0.05% | 4,823 | -308 | -6.0% | -$3.61万 | 减仓 |
| HTRB | HARTFORD TOTAL | $56.77万 | 0.05% | 16,828 | 18 | 0.1% | $607 | 加仓 |
| DMXF | ISHARES TR | $57.54万 | 0.05% | 6,801 | 784 | 13.0% | $6.63万 | 加仓 |
| ESGU | ISHARES TR | $59.13万 | 0.05% | 3,612 | -116 | -3.1% | -$1.90万 | 减仓 |
| SPHD | INVESCO S&P | $59.45万 | 0.05% | 11,693 | -100 | -0.8% | -$5,084 | 减仓 |
| KNF | KNIFE RIVER | $59.58万 | 0.05% | 7,123 | 2,040 | 40.1% | $17.06万 | 加仓 |
| MS | MORGAN STANLEY | $59.64万 | 0.05% | 2,852 | 31 | 1.1% | $6,482 | 加仓 |
| LRGE | CLEARBRIDGE LARGE | $60.03万 | 0.05% | 7,008 | -510 | -6.8% | -$4.37万 | 减仓 |
| BWXT | BWX TECHNOLOGIES | $60.34万 | 0.06% | 3,100 | 145 | 4.9% | $2.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $60.62万 | 0.06% | 1,190 | 23 | 2.0% | $1.17万 | 加仓 |
| IEFA | ISHARES CORE | $60.62万 | 0.06% | 6,276 | 1,630 | 35.1% | $15.74万 | 加仓 |
| DOV | DOVER CORP | $60.87万 | 0.06% | 2,713 | 26 | 1.0% | $5,833 | 加仓 |
| INTC | INTEL CORP | $61.21万 | 0.06% | 4,383 | 1,024 | 30.5% | $14.30万 | 加仓 |
| WMB | WILLIAMS COS | $61.64万 | 0.06% | 8,291 | 1,001 | 13.7% | $7.44万 | 加仓 |
| HELO | JPMORGAN HEDGED | $61.83万 | 0.06% | 9,149 | -67 | -0.7% | -$4,528 | 减仓 |
| AXON | AXON ENTERPRISE | $62.45万 | 0.06% | 1,114 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO DORSEY | $62.62万 | 0.06% | 4,594 | -571 | -11.1% | -$7.78万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $63.05万 | 0.06% | 1,585 | 17 | 1.1% | $6,762 | 加仓 |
| SPDW | STATE STREET | $63.98万 | 0.06% | 12,696 | -11,186 | -46.8% | -$56.37万 | 减仓 |
| XLC | STATE STREET | $65.46万 | 0.06% | 6,110 | -1,152 | -15.9% | -$12.34万 | 减仓 |
| AMGN | AMGEN INC | $65.72万 | 0.06% | 1,814 | 6 | 0.3% | $2,174 | 加仓 |
| IYW | ISHARES TR | $65.76万 | 0.06% | 2,607 | 207 | 8.6% | $5.22万 | 加仓 |
| GPIQ | GOLDMAN SACHS | $66.43万 | 0.06% | 11,200 | 11,200 | — | $66.43万 | 新建仓 |
| DGRO | ISHARES CORE | $66.64万 | 0.06% | 8,792 | 128 | 1.5% | $9,702 | 加仓 |
| XLE | STATE STREET | $67.55万 | 0.06% | 12,718 | -1,429 | -10.1% | -$7.59万 | 减仓 |
| MCD | MCDONALDS CORP | $67.63万 | 0.06% | 2,501 | -37 | -1.5% | -$1.00万 | 减仓 |
| ABBV | ABBVIE INC | $69.13万 | 0.06% | 2,747 | 37 | 1.4% | $9,311 | 加仓 |
| FSMD | FIDELITY SMALL | $69.79万 | 0.06% | 13,205 | -6,424 | -32.7% | -$33.95万 | 减仓 |
| CMI | CUMMINS INC | $69.83万 | 0.06% | 979 | 1 | 0.1% | $713 | 加仓 |
| VLUE | ISHARES MSCI | $70.11万 | 0.06% | 3,508 | -7 | -0.2% | -$1,399 | 减仓 |
| NEE | NEXTERA ENERGY | $70.35万 | 0.06% | 8,015 | 912 | 12.8% | $8.01万 | 加仓 |
| ITOT | ISHARES CORE | $70.39万 | 0.06% | 4,284 | 229 | 5.6% | $3.76万 | 加仓 |
| CSCO | CISCO SYSTEMS | $72.92万 | 0.07% | 6,207 | 2,483 | 66.7% | $29.17万 | 加仓 |
| NUE | NUCOR CORP | $73.32万 | 0.07% | 3,291 | 137 | 4.3% | $3.05万 | 加仓 |
| GLW | CORNING INC | $73.56万 | 0.07% | 2,880 | 344 | 13.6% | $8.79万 | 加仓 |
| FTGS | FIRST TRUST | $74.16万 | 0.07% | 20,041 | -47,134 | -70.2% | -$174.41万 | 减仓 |
| DUK | DUKE ENERGY | $74.34万 | 0.07% | 5,872 | 119 | 2.1% | $1.51万 | 加仓 |
| TMO | THERMO FISHER | $74.64万 | 0.07% | 1,488 | 19 | 1.3% | $9,530 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY | $74.89万 | 0.07% | 1 | 1 | — | $74.89万 | 新建仓 |
| GAL | STATE STREET | $75.42万 | 0.07% | 14,272 | -221 | -1.5% | -$1.17万 | 减仓 |
| ASTS | AST SPACEMOBILE | $76.70万 | 0.07% | 8,632 | 4,619 | 115.1% | $41.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $78.53万 | 0.07% | 1,889 | 171 | 10.0% | $7.11万 | 加仓 |