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 |
|---|---|---|---|---|---|---|---|---|
| HFXI | NYLI FTSE | $123.26万 | 0.13% | 36,705 | -2,838 | -7.2% | -$9.53万 | 减仓 |
| VEA | VANGUARD FTSE | $123.66万 | 0.14% | 19,297 | -438 | -2.2% | -$2.81万 | 减仓 |
| SDY | SPDR SERIES TRUST | $124.59万 | 0.14% | 8,536 | -83 | -1.0% | -$1.21万 | 减仓 |
| XMLV | INVESCO S&P | $126.50万 | 0.14% | 20,088 | -476 | -2.3% | -$3.00万 | 减仓 |
| NFLX | NETFLIX INC | $126.77万 | 0.14% | 13,185 | 215 | 1.7% | $2.07万 | 加仓 |
| IWY | ISHARES RUSSELL | $129.37万 | 0.14% | 5,199 | -7,559 | -59.2% | -$188.10万 | 减仓 |
| TDIV | FIRST TRUST | $131.26万 | 0.14% | 14,014 | -814 | -5.5% | -$7.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.88万 | 0.15% | 4,141 | -195 | -4.5% | -$6.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $133.17万 | 0.15% | 3,941 | 576 | 17.1% | $19.46万 | 加仓 |
| VO | VANGUARD MID | $133.40万 | 0.15% | 4,645 | 103 | 2.3% | $2.96万 | 加仓 |
| QEFA | STATE STREET | $133.51万 | 0.15% | 14,314 | 812 | 6.0% | $7.57万 | 加仓 |
| FXH | FIRST TRUST | $134.49万 | 0.15% | 12,251 | -368 | -2.9% | -$4.04万 | 减仓 |
| PANW | PALO ALTO | $137.19万 | 0.15% | 8,557 | 652 | 8.2% | $10.45万 | 加仓 |
| AMAT | APPLIED MATERIALS | $139.81万 | 0.15% | 4,090 | -196 | -4.6% | -$6.70万 | 减仓 |
| JIRE | JPMORGAN | $145.05万 | 0.16% | 19,150 | 1,279 | 7.2% | $9.69万 | 加仓 |
| MDY | SPDR S&P | $147.90万 | 0.16% | 2,398 | -13 | -0.5% | -$8,018 | 减仓 |
| FEX | FIRST TRUST | $148.86万 | 0.16% | 12,209 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $152.51万 | 0.17% | 6,086 | 865 | 16.6% | $21.68万 | 加仓 |
| IWP | ISHARES RUSSELL | $152.69万 | 0.17% | 11,917 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE U S | $153.35万 | 0.17% | 29,404 | 1,913 | 7.0% | $9.98万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $154.06万 | 0.17% | 11,753 | 270 | 2.4% | $3.54万 | 加仓 |
| BA | BOEING COMPANY | $154.74万 | 0.17% | 7,774 | 325 | 4.4% | $6.47万 | 加仓 |
| MMIN | NYLI MACKAY | $160.33万 | 0.18% | 67,620 | 679 | 1.0% | $1.61万 | 加仓 |
| HBTA | HORIZON FDS | $160.37万 | 0.18% | 59,883 | 59,883 | — | $160.37万 | 新建仓 |
| GAB | GABELLI EQUITY | $160.89万 | 0.18% | 287,296 | 7,102 | 2.5% | $3.98万 | 加仓 |
| OEF | ISHARES S&P | $161.09万 | 0.18% | 5,064 | 1,775 | 54.0% | $56.47万 | 加仓 |
| BAI | ISHARES A I | $161.75万 | 0.18% | 49,089 | 33,387 | 212.6% | $110.01万 | 加仓 |
| THRO | ISHARES U S | $162.70万 | 0.18% | 44,920 | 36,276 | 419.7% | $131.39万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $162.96万 | 0.18% | 4,958 | 3,747 | 309.4% | $123.16万 | 加仓 |
| IXUS | ISHARES CORE | $163.27万 | 0.18% | 18,845 | 1,507 | 8.7% | $13.06万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $165.34万 | 0.18% | 40,093 | 40,093 | — | $165.34万 | 新建仓 |
| TMSL | T ROWE | $165.35万 | 0.18% | 45,091 | 9,667 | 27.3% | $35.45万 | 加仓 |
| XLF | STATE STREET | $165.42万 | 0.18% | 33,506 | -2,015 | -5.7% | -$9.95万 | 减仓 |
| JMUB | JPMORGAN | $167.28万 | 0.18% | 33,462 | 1,568 | 4.9% | $7.84万 | 加仓 |
| LMT | LOCKHEED MARTIN | $170.62万 | 0.19% | 2,823 | 36 | 1.3% | $2.18万 | 加仓 |
| SPMO | INVESCO S&P | $174.45万 | 0.19% | 15,560 | -21,367 | -57.9% | -$239.56万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $177.86万 | 0.19% | 106,056 | -40,896 | -27.8% | -$68.58万 | 减仓 |
| — | PRINCIPAL QUALITY | $178.51万 | 0.20% | 25,657 | -2,193 | -7.9% | -$15.26万 | 减仓 |
| XLK | STATE STREET | $179.76万 | 0.20% | 13,526 | -1,372 | -9.2% | -$18.23万 | 减仓 |
| AGGY | WISDOMTREE YIELD | $180.67万 | 0.20% | 41,581 | -12,171 | -22.6% | -$52.88万 | 减仓 |
| — | EXXON MOBIL | $184.89万 | 0.20% | 10,897 | 106 | 1.0% | $1.80万 | 加仓 |
| CVX | CHEVRON CORP | $184.94万 | 0.20% | 8,938 | 93 | 1.1% | $1.92万 | 加仓 |
| MTUM | ISHARES MSCI | $187.97万 | 0.21% | 7,832 | 3,536 | 82.3% | $84.87万 | 加仓 |
| AMD | ADVANCED MICRO | $189.74万 | 0.21% | 9,327 | 317 | 3.5% | $6.45万 | 加仓 |
| RWL | INVESCO S&P | $190.90万 | 0.21% | 16,613 | -1,803 | -9.8% | -$20.72万 | 减仓 |
| CGCV | CAPITAL GROUP | $191.25万 | 0.21% | 64,156 | 8,860 | 16.0% | $26.41万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $192.40万 | 0.21% | 6,889 | -7 | -0.1% | -$1,955 | 减仓 |
| MMIT | NYLI MACKAY | $192.50万 | 0.21% | 79,857 | 649 | 0.8% | $1.56万 | 加仓 |
| SLV | ISHARES SILVER | $192.62万 | 0.21% | 28,268 | 18,059 | 176.9% | $123.05万 | 加仓 |
| SNDK | SANDISK CORP | $195.62万 | 0.21% | 3,079 | -553 | -15.2% | -$35.13万 | 减仓 |
| HD | HOME DEPOT | $199.66万 | 0.22% | 6,070 | -983 | -13.9% | -$32.33万 | 减仓 |
| JEPQ | JPMORGAN | $200.66万 | 0.22% | 36,142 | 11,645 | 47.5% | $64.65万 | 加仓 |
| DIA | STATE STREET | $201.43万 | 0.22% | 4,348 | 149 | 3.5% | $6.90万 | 加仓 |
| CAT | CATERPILLAR INC | $208.66万 | 0.23% | 2,945 | -130 | -4.2% | -$9.21万 | 减仓 |
| GEV | GE VERNOVA | $211.06万 | 0.23% | 2,417 | -79 | -3.2% | -$6.90万 | 减仓 |
| CIBR | FIRST TRUST | $215.08万 | 0.24% | 34,314 | 20,451 | 147.5% | $128.19万 | 加仓 |
| SPIB | STATE STREET | $216.36万 | 0.24% | 64,506 | 520 | 0.8% | $1.74万 | 加仓 |
| USMV | ISHARES MSCI | $216.48万 | 0.24% | 23,342 | -5,312 | -18.5% | -$49.27万 | 减仓 |
| JPST | JPMORGAN | $220.57万 | 0.24% | 43,581 | -10,956 | -20.1% | -$55.45万 | 减仓 |
| FTEC | FIDELITY MSCI | $222.64万 | 0.24% | 10,701 | 391 | 3.8% | $8.13万 | 加仓 |
| FV | FIRST TRUST | $225.17万 | 0.25% | 37,256 | -683 | -1.8% | -$4.13万 | 减仓 |
| FMB | FIRST TRUST | $227.59万 | 0.25% | 44,925 | -6,418 | -12.5% | -$32.51万 | 减仓 |
| FTGS | FIRST TRUST | $228.70万 | 0.25% | 67,175 | 5,605 | 9.1% | $19.08万 | 加仓 |
| V | VISA INC | $229.59万 | 0.25% | 7,596 | 70 | 0.9% | $2.12万 | 加仓 |
| OUNZ | VANECK MERK | $233.64万 | 0.26% | 51,863 | 46,010 | 786.1% | $207.28万 | 加仓 |
| GRID | FIRST TRUST | $237.48万 | 0.26% | 14,517 | 9,803 | 208.0% | $160.36万 | 加仓 |
| IVE | ISHARES S&P | $238.04万 | 0.26% | 11,273 | 4,800 | 74.2% | $101.36万 | 加仓 |
| SPSM | STATE STREET | $250.60万 | 0.27% | 51,862 | -22,883 | -30.6% | -$110.57万 | 减仓 |
| WMT | WALMART INC | $250.86万 | 0.27% | 20,185 | 323 | 1.6% | $4.01万 | 加仓 |
| SKYY | FIRST TRUST | $253.37万 | 0.28% | 23,168 | 3,545 | 18.1% | $38.77万 | 加仓 |
| PYLD | PIMCO ENHANCED | $257.66万 | 0.28% | 98,344 | 12,427 | 14.5% | $32.56万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $266.72万 | 0.29% | 53,546 | 5,013 | 10.3% | $24.97万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $268.03万 | 0.29% | 58,751 | -4,633 | -7.3% | -$21.14万 | 减仓 |
| SPMD | STATE STREET | $279.03万 | 0.31% | 47,116 | -11,820 | -20.1% | -$70.00万 | 减仓 |
| EFV | ISHARES MSCI | $279.06万 | 0.31% | 37,533 | 9,021 | 31.6% | $67.07万 | 加仓 |
| IVW | ISHARES S&P | $282.56万 | 0.31% | 24,980 | 6,335 | 34.0% | $71.66万 | 加仓 |
| FTSM | FIRST TRUST | $283.53万 | 0.31% | 47,428 | -43 | -0.1% | -$2,571 | 减仓 |
| JEPI | JPMORGAN | $283.67万 | 0.31% | 50,048 | 50,048 | — | $283.67万 | 新建仓 |
| IEMG | ISHARES CORE | $283.95万 | 0.31% | 40,709 | 25,867 | 174.3% | $180.43万 | 加仓 |
| FPX | FIRST TRUST | $285.81万 | 0.31% | 17,997 | -441 | -2.4% | -$7.00万 | 减仓 |
| QGRW | WISDOMTREE US | $291.16万 | 0.32% | 54,493 | 53,345 | 4,646.8% | $285.02万 | 加仓 |
| BUFQ | FIRST TRUST | $300.16万 | 0.33% | 84,983 | -5,897 | -6.5% | -$20.83万 | 减仓 |
| IWO | ISHARES RUSSELL | $300.45万 | 0.33% | 9,574 | -282 | -2.9% | -$8.85万 | 减仓 |
| AVDE | AVANTIS INTL | $301.70万 | 0.33% | 35,560 | -354 | -1.0% | -$3.00万 | 减仓 |
| FPE | FIRST TRUST | $305.11万 | 0.33% | 171,894 | -6,068 | -3.4% | -$10.77万 | 减仓 |
| JGRO | JPMORGAN ACTIVE | $310.10万 | 0.34% | 36,689 | 34,530 | 1,599.4% | $291.85万 | 加仓 |
| QQQM | INVESCO NASDAQ | $311.32万 | 0.34% | 13,101 | 12,283 | 1,501.6% | $291.88万 | 加仓 |
| MSTR | STRATEGY INC | $314.96万 | 0.34% | 25,237 | 1,177 | 4.9% | $14.69万 | 加仓 |
| IJH | ISHARES CORE | $319.02万 | 0.35% | 47,240 | -91 | -0.2% | -$6,145 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $322.88万 | 0.35% | 22,073 | -768 | -3.4% | -$11.23万 | 减仓 |
| GOOG | ALPHABET INC | $324.48万 | 0.35% | 11,311 | -881 | -7.2% | -$25.27万 | 减仓 |
| IJR | ISHARES CORE | $325.21万 | 0.36% | 26,161 | 1,387 | 5.6% | $17.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $341.14万 | 0.37% | 7,119 | -127 | -1.8% | -$6.09万 | 减仓 |
| COWZ | PACER US | $355.39万 | 0.39% | 56,807 | -5,012 | -8.1% | -$31.36万 | 减仓 |
| IUSG | ISHARES S&P | $361.15万 | 0.39% | 23,283 | -500 | -2.1% | -$7.76万 | 减仓 |
| IWD | ISHARES RUSSELL | $368.80万 | 0.40% | 17,260 | -1,428 | -7.6% | -$30.51万 | 减仓 |
| SGOV | ISHARES 0-3 | $368.95万 | 0.40% | 36,652 | -10,608 | -22.4% | -$106.78万 | 减仓 |
| VOO | VANGUARD S&P | $395.00万 | 0.43% | 6,610 | 49 | 0.7% | $2.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $396.92万 | 0.43% | 3,983 | 159 | 4.2% | $15.84万 | 加仓 |
| PPA | INVESCO AEROSPACE | $403.42万 | 0.44% | 24,346 | 7 | 0.0% | $1,160 | 加仓 |