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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $52.65万 | 0.06% | 978 | 1 | 0.1% | $538 | 加仓 |
| ESGU | ISHARES TR | $52.72万 | 0.06% | 3,728 | -24 | -0.6% | -$3,394 | 减仓 |
| WMB | WILLIAMS COS | $53.06万 | 0.06% | 7,290 | 782 | 12.0% | $5.69万 | 加仓 |
| LOW | LOWES COMPANIES | $53.28万 | 0.06% | 2,254 | -27 | -1.2% | -$6,382 | 减仓 |
| NUE | NUCOR CORP | $53.35万 | 0.06% | 3,154 | 122 | 4.0% | $2.06万 | 加仓 |
| QCOM | QUALCOMM INC | $54.86万 | 0.06% | 4,260 | -6 | -0.1% | -$773 | 减仓 |
| LIN | LINDE PLC | $55.09万 | 0.06% | 1,111 | -56 | -4.8% | -$2.78万 | 减仓 |
| PEG | PUBLIC SERVICE | $55.61万 | 0.06% | 6,870 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $56.02万 | 0.06% | 2,687 | -44 | -1.6% | -$9,173 | 减仓 |
| VTWO | VANGUARD RUSSELL | $56.33万 | 0.06% | 5,623 | 62 | 1.1% | $6,212 | 加仓 |
| LRGE | CLEARBRIDGE LARGE | $56.54万 | 0.06% | 7,518 | -605 | -7.4% | -$4.55万 | 减仓 |
| HTRB | HARTFORD TOTAL | $56.72万 | 0.06% | 16,810 | -27,368 | -61.9% | -$92.34万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $56.88万 | 0.06% | 1,457 | 466 | 47.0% | $18.19万 | 加仓 |
| IWM | ISHARES RUSSELL | $57.53万 | 0.06% | 2,319 | -363 | -13.5% | -$9.01万 | 减仓 |
| GE | GE AEROSPACE | $57.61万 | 0.06% | 2,030 | -237 | -10.5% | -$6.73万 | 减仓 |
| ITOT | ISHARES CORE | $57.76万 | 0.06% | 4,055 | -776 | -16.1% | -$11.05万 | 减仓 |
| ANET | ARISTA NETWORKS | $58.28万 | 0.06% | 4,747 | -316 | -6.2% | -$3.88万 | 减仓 |
| GVA | GRANITE CONSTRUCTION | $58.50万 | 0.06% | 4,880 | -291 | -5.6% | -$3.49万 | 减仓 |
| SPHD | INVESCO S&P | $58.51万 | 0.06% | 11,793 | -2,200 | -15.7% | -$10.91万 | 减仓 |
| IAGG | ISHARES CORE | $58.68万 | 0.06% | 11,727 | 10,227 | 681.8% | $51.18万 | 加仓 |
| HELO | JPMORGAN HEDGED | $58.90万 | 0.06% | 9,216 | 537 | 6.2% | $3.43万 | 加仓 |
| ABBV | ABBVIE INC | $58.95万 | 0.06% | 2,710 | 225 | 9.1% | $4.89万 | 加仓 |
| LRCX | LAM RESEARCH | $59.31万 | 0.06% | 2,775 | -97 | -3.4% | -$2.07万 | 减仓 |
| NKE | NIKE INC | $60.10万 | 0.07% | 11,379 | 5,726 | 101.3% | $30.24万 | 加仓 |
| BWXT | BWX TECHNOLOGIES | $60.43万 | 0.07% | 2,955 | -290 | -8.9% | -$5.93万 | 减仓 |
| DGRO | ISHARES TR | $60.81万 | 0.07% | 8,664 | -128 | -1.5% | -$8,984 | 减仓 |
| DIS | WALT DISNEY | $61.13万 | 0.07% | 6,342 | -1,053 | -14.2% | -$10.15万 | 减仓 |
| AMGN | AMGEN INC | $63.61万 | 0.07% | 1,808 | -19 | -1.0% | -$6,685 | 减仓 |
| TBLL | INVESCO SHORT | $64.09万 | 0.07% | 6,072 | -1,342 | -18.1% | -$14.16万 | 减仓 |
| NEE | NEXTERA ENERGY | $65.97万 | 0.07% | 7,103 | -38 | -0.5% | -$3,530 | 减仓 |
| DELL | DELL TECHNOLOGIES | $66.08万 | 0.07% | 4,026 | -330 | -7.6% | -$5.42万 | 减仓 |
| SPMB | STATE STREET | $66.16万 | 0.07% | 29,548 | -4,092 | -12.2% | -$9.16万 | 减仓 |
| TXRH | TEXAS ROADHOUSE | $67.54万 | 0.07% | 4,090 | 200 | 5.1% | $3.30万 | 加仓 |
| SCHD | SCHWAB US | $67.99万 | 0.07% | 22,161 | 1,534 | 7.4% | $4.71万 | 加仓 |
| FMDE | FIDELITY ENHANCED | $69.67万 | 0.08% | 19,375 | 13,108 | 209.2% | $47.14万 | 加仓 |
| APO | APOLLO GLOBAL | $70.97万 | 0.08% | 6,369 | 111 | 1.8% | $1.24万 | 加仓 |
| YNOT | HORIZON DIGITAL | $71.19万 | 0.08% | 26,808 | 26,808 | — | $71.19万 | 新建仓 |
| GAL | SSGA ACTIVE ETF TR | $71.75万 | 0.08% | 14,493 | -2,483 | -14.6% | -$12.29万 | 减仓 |
| TMO | THERMO FISHER | $72.23万 | 0.08% | 1,469 | 5 | 0.3% | $2,459 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $72.30万 | 0.08% | 1,568 | 24 | 1.6% | $1.11万 | 加仓 |
| FDVV | FIDELITY HIGH | $72.71万 | 0.08% | 13,162 | -20,443 | -60.8% | -$112.93万 | 减仓 |
| ARM | ARM HOLDINGS | $72.77万 | 0.08% | 4,810 | 440 | 10.1% | $6.66万 | 加仓 |
| VWO | VANGUARD FSTE | $73.15万 | 0.08% | 13,534 | 92 | 0.7% | $4,973 | 加仓 |
| AOR | ISHARES CORE | $73.47万 | 0.08% | 11,417 | -105 | -0.9% | -$6,757 | 减仓 |
| — | FIDELITY STOCKS | $74.27万 | 0.08% | 15,107 | -24,589 | -61.9% | -$120.88万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $74.94万 | 0.08% | 20,358 | -3,846 | -15.9% | -$14.16万 | 减仓 |
| DSI | ISHARES TR | $75.29万 | 0.08% | 6,213 | 23 | 0.4% | $2,787 | 加仓 |
| DUK | DUKE ENERGY | $75.33万 | 0.08% | 5,753 | -591 | -9.3% | -$7.74万 | 减仓 |
| EFG | ISHARES MSCI | $75.66万 | 0.08% | 6,793 | 499 | 7.9% | $5.56万 | 加仓 |
| FESM | FIDELITY COVINGTON | $75.67万 | 0.08% | 19,914 | 13,190 | 196.2% | $50.12万 | 加仓 |
| MINT | PIMCO EHNANCED | $76.13万 | 0.08% | 7,569 | -342 | -4.3% | -$3.44万 | 减仓 |
| ILDR | FIRST TRUST | $77.29万 | 0.08% | 25,955 | -4,271 | -14.1% | -$12.72万 | 减仓 |
| HLT | HILTON WORLDWIDE | $78.08万 | 0.09% | 2,567 | 60 | 2.4% | $1.82万 | 加仓 |
| — | FRANKLIN CLEARBRIDGE | $78.43万 | 0.09% | 14,525 | 120 | 0.8% | $6,479 | 加仓 |
| SMMU | PIMCO SHORT | $78.75万 | 0.09% | 15,608 | 17 | 0.1% | $858 | 加仓 |
| MCD | MCDONALDS CORP | $78.89万 | 0.09% | 2,538 | -285 | -10.1% | -$8.86万 | 减仓 |
| FTHI | FIRST TRUST | $79.66万 | 0.09% | 34,711 | 29,156 | 524.9% | $66.91万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $79.68万 | 0.09% | 1,167 | 35 | 3.1% | $2.39万 | 加仓 |
| FAD | FIRST TRUST | $80.30万 | 0.09% | 5,053 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $80.51万 | 0.09% | 7,262 | -1,002 | -12.1% | -$11.11万 | 减仓 |
| TAN | INVESCO SOLAR | $80.81万 | 0.09% | 14,505 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY | $80.90万 | 0.09% | 6,725 | -399 | -5.6% | -$4.80万 | 减仓 |
| HTGC | HERCULES CAPITAL | $81.59万 | 0.09% | 55,239 | -8,417 | -13.2% | -$12.43万 | 减仓 |
| PG | PROCTER & GAMBLE | $82.68万 | 0.09% | 5,724 | 188 | 3.4% | $2.72万 | 加仓 |
| IAU | ISHARES GOLD | $82.85万 | 0.09% | 9,398 | 2,570 | 37.6% | $22.66万 | 加仓 |
| GARP | ISHARES MSCI | $84.79万 | 0.09% | 13,253 | 2,203 | 19.9% | $14.09万 | 加仓 |
| AIQ | GLOBAL X | $85.45万 | 0.09% | 18,309 | -1,411 | -7.2% | -$6.59万 | 减仓 |
| VB | VANGUARD SMALL | $85.89万 | 0.09% | 3,279 | -83 | -2.5% | -$2.17万 | 减仓 |
| XLE | STATE STREET | $86.67万 | 0.09% | 14,147 | -912 | -6.1% | -$5.59万 | 减仓 |
| ETN | EATON CORP | $87.67万 | 0.10% | 2,451 | -14 | -0.6% | -$5,008 | 减仓 |
| FSMD | FIDELITY SMALL | $87.78万 | 0.10% | 19,629 | -31,366 | -61.5% | -$140.27万 | 减仓 |
| GEM | GOLDMAN SACHS | $88.23万 | 0.10% | 20,424 | -12,912 | -38.7% | -$55.78万 | 减仓 |
| TLH | ISHARES 10-20YR | $88.63万 | 0.10% | 8,799 | 7,303 | 488.2% | $73.56万 | 加仓 |
| FCAL | FIRST TRUST | $89.35万 | 0.10% | 18,275 | -1,266 | -6.5% | -$6.19万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC | $89.49万 | 0.10% | 36,099 | 334 | 0.9% | $8,280 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $89.76万 | 0.10% | 2,501 | 0 | 0.0% | — | 不变 |
| XSHQ | INVESCO S&P | $89.96万 | 0.10% | 21,337 | 251 | 1.2% | $1.06万 | 加仓 |
| TOUS | T ROWE | $90.30万 | 0.10% | 26,142 | 19,237 | 278.6% | $66.45万 | 加仓 |
| VTV | VANGUARD VALUE | $90.43万 | 0.10% | 4,608 | -838 | -15.4% | -$16.44万 | 减仓 |
| SPTI | STATE STREET | $90.46万 | 0.10% | 31,563 | -15,313 | -32.7% | -$43.89万 | 减仓 |
| SO | SOUTHERN COMPANY | $91.01万 | 0.10% | 9,429 | 37 | 0.4% | $3,571 | 加仓 |
| XLP | STATE STREET | $95.61万 | 0.10% | 11,662 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL | $95.78万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $96.70万 | 0.11% | 6,595 | -352 | -5.1% | -$5.16万 | 减仓 |
| EFA | ISHARES MSCI | $98.30万 | 0.11% | 10,120 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $98.93万 | 0.11% | 1,075 | 116 | 12.1% | $10.67万 | 加仓 |
| IWF | ISHARES RUSSELL | $100.60万 | 0.11% | 2,359 | -89 | -3.6% | -$3.80万 | 减仓 |
| CFA | VICTORYSHARES US | $100.62万 | 0.11% | 10,999 | -108 | -1.0% | -$9,880 | 减仓 |
| XMHQ | INVESCO S&P | $103.87万 | 0.11% | 10,048 | 816 | 8.8% | $8.44万 | 加仓 |
| XLY | STATE STREET | $106.54万 | 0.12% | 9,776 | -72 | -0.7% | -$7,847 | 减仓 |
| SPDW | STATE STREET | $109.02万 | 0.12% | 23,882 | -6,202 | -20.6% | -$28.31万 | 减仓 |
| MCK | MCKESSON CORP | $109.75万 | 0.12% | 1,268 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $110.72万 | 0.12% | 22,055 | -1,723 | -7.2% | -$8.65万 | 减仓 |
| LVHI | FRANKLIN INTL | $112.57万 | 0.12% | 27,768 | 130 | 0.5% | $5,270 | 加仓 |
| AXP | AMERICAN EXPRESS | $112.59万 | 0.12% | 3,722 | -588 | -13.6% | -$17.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.36万 | 0.12% | 4,637 | -272 | -5.5% | -$6.65万 | 减仓 |
| BAC | BANK AMERICA | $114.22万 | 0.12% | 23,430 | -392 | -1.6% | -$1.91万 | 减仓 |
| IUSB | ISHARES CORE | $115.39万 | 0.13% | 24,981 | 10,702 | 74.9% | $49.43万 | 加仓 |
| VUG | VANGUARD GROWTH | $116.22万 | 0.13% | 2,660 | -229 | -7.9% | -$10.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $120.84万 | 0.13% | 3,575 | 93 | 2.7% | $3.14万 | 加仓 |