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 |
|---|---|---|---|---|---|---|---|---|
| — | PRINCIPAL QUALITY | $186.07万 | 0.17% | 24,549 | -1,108 | -4.3% | -$8.40万 | 减仓 |
| BA | BOEING COMPANY | $187.09万 | 0.17% | 8,642 | 868 | 11.2% | $18.79万 | 加仓 |
| USMV | ISHARES MSCI | $187.88万 | 0.17% | 19,477 | -3,865 | -16.6% | -$37.28万 | 减仓 |
| AGGY | WISDOMTREE TR | $190.41万 | 0.17% | 43,792 | 2,211 | 5.3% | $9.61万 | 加仓 |
| MMIT | NYLI MACKAY | $192.28万 | 0.18% | 78,964 | -893 | -1.1% | -$2.17万 | 减仓 |
| IXUS | ISHARES CORE | $197.12万 | 0.18% | 20,654 | 1,809 | 9.6% | $17.27万 | 加仓 |
| IAGG | ISHARES CORE | $200.45万 | 0.18% | 39,614 | 27,887 | 237.8% | $141.11万 | 加仓 |
| MSTR | STRATEGY INC | $201.16万 | 0.18% | 23,141 | -2,096 | -8.3% | -$18.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $205.53万 | 0.19% | 6,138 | 52 | 0.9% | $1.74万 | 加仓 |
| WMT | WALMART INC | $205.58万 | 0.19% | 18,151 | -2,034 | -10.1% | -$23.04万 | 减仓 |
| TMSL | T ROWE | $207.22万 | 0.19% | 47,255 | 2,164 | 4.8% | $9.49万 | 加仓 |
| IUSB | ISHARES CORE | $209.10万 | 0.19% | 45,309 | 20,328 | 81.4% | $93.82万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $210.12万 | 0.19% | 107,368 | 1,312 | 1.2% | $2.57万 | 加仓 |
| HD | HOME DEPOT | $210.36万 | 0.19% | 5,964 | -106 | -1.7% | -$3.74万 | 减仓 |
| SPIB | STATE STREET | $213.25万 | 0.19% | 63,732 | -774 | -1.2% | -$2.59万 | 减仓 |
| JEPQ | JPMORGAN | $219.63万 | 0.20% | 35,735 | -407 | -1.1% | -$2.50万 | 减仓 |
| DIA | STATE STREET | $221.01万 | 0.20% | 4,230 | -118 | -2.7% | -$6.17万 | 减仓 |
| FMB | FIRST TRUST | $222.89万 | 0.20% | 43,391 | -1,534 | -3.4% | -$7.88万 | 减仓 |
| RWL | INVESCO S&P | $228.74万 | 0.21% | 17,904 | 1,291 | 7.8% | $16.49万 | 加仓 |
| IAU | ISHARES GOLD | $230.45万 | 0.21% | 30,519 | 21,121 | 224.7% | $159.49万 | 加仓 |
| XLK | STATE STREET | $236.47万 | 0.22% | 12,411 | -1,115 | -8.2% | -$21.24万 | 减仓 |
| OUNZ | VANECK MERK | $240.62万 | 0.22% | 62,354 | 10,491 | 20.2% | $40.48万 | 加仓 |
| JPST | JPMORGAN | $248.42万 | 0.23% | 49,123 | 5,542 | 12.7% | $28.03万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $254.76万 | 0.23% | 21,836 | -237 | -1.1% | -$2.77万 | 减仓 |
| IDV | ISHARES INTL | $255.44万 | 0.23% | 61,655 | -34,209 | -35.7% | -$141.73万 | 减仓 |
| V | VISA INC | $256.63万 | 0.23% | 7,479 | -117 | -1.5% | -$4.01万 | 减仓 |
| SPSM | STATE STREET | $256.90万 | 0.23% | 44,546 | -7,316 | -14.1% | -$42.19万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $265.95万 | 0.24% | 58,462 | -289 | -0.5% | -$1.31万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $266.43万 | 0.24% | 53,522 | -24 | -0.0% | -$1,195 | 减仓 |
| GEV | GE VERNOVA | $276.91万 | 0.25% | 2,356 | -61 | -2.5% | -$7.17万 | 减仓 |
| FV | FIRST TRUST | $276.97万 | 0.25% | 36,500 | -756 | -2.0% | -$5.74万 | 减仓 |
| FTSM | FIRST TRUST | $281.97万 | 0.26% | 47,208 | -220 | -0.5% | -$1.31万 | 减仓 |
| ALLW | STATE STREET | $287.71万 | 0.26% | 98,294 | 82,276 | 513.6% | $240.82万 | 加仓 |
| JEPI | JPMORGAN | $291.81万 | 0.27% | 51,666 | 1,618 | 3.2% | $9.14万 | 加仓 |
| PANW | PALO ALTO | $295.43万 | 0.27% | 8,663 | 106 | 1.2% | $3.61万 | 加仓 |
| AMAT | APPLIED MATERIALS | $296.58万 | 0.27% | 4,102 | 12 | 0.3% | $8,676 | 加仓 |
| IJH | ISHARES CORE | $307.06万 | 0.28% | 39,821 | -7,419 | -15.7% | -$57.21万 | 减仓 |
| EFG | ISHARES TR | $307.71万 | 0.28% | 24,731 | 17,938 | 264.1% | $223.19万 | 加仓 |
| SPMD | STATE STREET | $310.32万 | 0.28% | 45,932 | -1,184 | -2.5% | -$8.00万 | 减仓 |
| SHLD | GLOBAL X | $312.86万 | 0.29% | 52,397 | 46,528 | 792.8% | $277.82万 | 加仓 |
| CAT | CATERPILLAR INC | $314.03万 | 0.29% | 2,948 | 3 | 0.1% | $3,196 | 加仓 |
| SKYY | FIRST TRUST | $315.02万 | 0.29% | 23,411 | 243 | 1.0% | $3.27万 | 加仓 |
| AVDE | AVANTIS INTL | $319.31万 | 0.29% | 35,797 | 237 | 0.7% | $2.11万 | 加仓 |
| GARP | ISHARES MSCI | $322.03万 | 0.29% | 39,009 | 25,756 | 194.3% | $212.62万 | 加仓 |
| SGOV | ISHARES 0-3 | $325.27万 | 0.30% | 32,310 | -4,342 | -11.8% | -$43.71万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $325.68万 | 0.30% | 5,082 | 124 | 2.5% | $7.95万 | 加仓 |
| BUFQ | FIRST TRUST | $329.73万 | 0.30% | 83,964 | -1,019 | -1.2% | -$4.00万 | 减仓 |
| IALT | ISHARES SYSTEMATIC | $329.79万 | 0.30% | 117,571 | 117,571 | — | $329.79万 | 新建仓 |
| FTEC | FIDELITY MSCI | $336.22万 | 0.31% | 11,773 | 1,072 | 10.0% | $30.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $345.77万 | 0.32% | 6,910 | -209 | -2.9% | -$10.46万 | 减仓 |
| IJR | ISHARES CORE | $361.21万 | 0.33% | 24,355 | -1,806 | -6.9% | -$26.78万 | 减仓 |
| JIRE | JPMORGAN | $364.97万 | 0.33% | 44,243 | 25,093 | 131.0% | $207.00万 | 加仓 |
| COWZ | PACER US | $365.96万 | 0.33% | 58,836 | 2,029 | 3.6% | $12.62万 | 加仓 |
| PYLD | PIMCO ETF TR | $366.13万 | 0.33% | 138,057 | 39,713 | 40.4% | $105.32万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $368.36万 | 0.34% | 87,435 | 87,435 | — | $368.36万 | 新建仓 |
| FPX | FIRST TRUST | $369.39万 | 0.34% | 17,916 | -81 | -0.5% | -$1.67万 | 减仓 |
| BLCR | ISHARES LARGE | $369.58万 | 0.34% | 73,373 | 71,950 | 5,056.2% | $362.42万 | 加仓 |
| IVE | ISHARES TR | $371.77万 | 0.34% | 16,372 | 5,099 | 45.2% | $115.79万 | 加仓 |
| IWO | ISHARES RUSSELL | $373.61万 | 0.34% | 9,483 | -91 | -1.0% | -$3.59万 | 减仓 |
| COST | COSTCO WHOLESALE | $373.75万 | 0.34% | 3,995 | 12 | 0.3% | $1.12万 | 加仓 |
| GRID | FIRST TRUST | $390.28万 | 0.36% | 20,353 | 5,836 | 40.2% | $111.91万 | 加仓 |
| IWD | ISHARES RUSSELL | $390.31万 | 0.36% | 16,099 | -1,161 | -6.7% | -$28.15万 | 减仓 |
| SPYG | STATE STREET | $391.20万 | 0.36% | 32,876 | -14,141 | -30.1% | -$168.27万 | 减仓 |
| QGRW | WISDOMTREE US | $394.01万 | 0.36% | 59,671 | 5,178 | 9.5% | $34.19万 | 加仓 |
| JGRO | JPMORGAN ACTIVE | $395.24万 | 0.36% | 40,089 | 3,400 | 9.3% | $33.52万 | 加仓 |
| CIBR | FIRST TRUST | $399.50万 | 0.36% | 44,462 | 10,148 | 29.6% | $91.18万 | 加仓 |
| USFR | WISDOMTREE FLOATING | $402.28万 | 0.37% | 79,896 | -730 | -0.9% | -$3.68万 | 减仓 |
| TLH | ISHARES 10-20YR | $408.57万 | 0.37% | 40,714 | 31,915 | 362.7% | $320.27万 | 加仓 |
| GOOG | ALPHABET INC | $417.95万 | 0.38% | 11,828 | 517 | 4.6% | $18.27万 | 加仓 |
| PPA | INVESCO AEROSPACE | $419.07万 | 0.38% | 23,723 | -623 | -2.6% | -$11.01万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $437.45万 | 0.40% | 111,374 | -4,584 | -4.0% | -$18.00万 | 减仓 |
| IUSG | ISHARES S&P | $437.97万 | 0.40% | 23,285 | 2 | 0.0% | $376 | 加仓 |
| GLD | SPDR GOLD | $438.30万 | 0.40% | 11,898 | -698 | -5.5% | -$25.71万 | 减仓 |
| SPYV | STATE STREET | $441.49万 | 0.40% | 72,626 | -11,836 | -14.0% | -$71.95万 | 减仓 |
| JPM | JPMORGAN CHASE | $442.19万 | 0.40% | 13,508 | -434 | -3.1% | -$14.21万 | 减仓 |
| QQQM | INVESCO NASDAQ | $445.62万 | 0.41% | 14,708 | 1,607 | 12.3% | $48.69万 | 加仓 |
| ACWI | ISHARES MSCI | $445.78万 | 0.41% | 28,399 | -3,510 | -11.0% | -$55.10万 | 减仓 |
| VOO | VANGUARD S&P | $461.35万 | 0.42% | 6,717 | 107 | 1.6% | $7.35万 | 加仓 |
| IVW | ISHARES TR | $463.49万 | 0.42% | 33,700 | 8,720 | 34.9% | $119.93万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $467.26万 | 0.43% | 63,314 | -637 | -1.0% | -$4.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $480.83万 | 0.44% | 4,166 | 225 | 5.7% | $25.97万 | 加仓 |
| RTX | RTX CORP | $498.30万 | 0.45% | 26,263 | -4,022 | -13.3% | -$76.31万 | 减仓 |
| UCON | FIRST TRUST | $507.99万 | 0.46% | 204,175 | -30,945 | -13.2% | -$76.99万 | 减仓 |
| META | META PLATFORMS | $517.34万 | 0.47% | 9,184 | 172 | 1.9% | $9.69万 | 加仓 |
| VNLA | JANUS HENDERSON | $547.00万 | 0.50% | 111,940 | 2,922 | 2.7% | $14.28万 | 加仓 |
| PZA | INVESCO NATIONAL | $565.85万 | 0.52% | 240,582 | 237,795 | 8,532.3% | $559.30万 | 加仓 |
| EFV | ISHARES TR | $569.71万 | 0.52% | 74,422 | 36,889 | 98.3% | $282.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $570.05万 | 0.52% | 9,813 | 486 | 5.2% | $28.23万 | 加仓 |
| BX | BLACKSTONE INC | $576.35万 | 0.53% | 48,980 | -1,834 | -3.6% | -$21.58万 | 减仓 |
| FICS | FIRST TRUST | $590.04万 | 0.54% | 141,235 | 6,139 | 4.5% | $25.65万 | 加仓 |
| MTUM | ISHARES MSCI | $623.73万 | 0.57% | 18,193 | 10,361 | 132.3% | $355.22万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $634.24万 | 0.58% | 26,804 | -650 | -2.4% | -$15.38万 | 减仓 |
| SIVR | ABRDN PHYSICAL | $680.83万 | 0.62% | 121,101 | -325 | -0.3% | -$1.83万 | 减仓 |
| THRO | ISHARES U S | $698.19万 | 0.64% | 161,956 | 117,036 | 260.5% | $504.54万 | 加仓 |
| SPYM | STATE STREET | $706.24万 | 0.64% | 80,364 | 6,416 | 8.7% | $56.38万 | 加仓 |
| AVGO | BROADCOM INC | $710.27万 | 0.65% | 18,802 | 337 | 1.8% | $12.73万 | 加仓 |
| SNDK | SANDISK CORP | $718.95万 | 0.66% | 3,162 | 83 | 2.7% | $18.87万 | 加仓 |
| JQUA | JPMORGAN US | $732.35万 | 0.67% | 101,321 | 6,354 | 6.7% | $45.93万 | 加仓 |
| DGRW | WISDOMTREE TR | $737.23万 | 0.67% | 77,099 | 1,327 | 1.8% | $12.69万 | 加仓 |
| QUAL | ISHARES MSCI | $750.61万 | 0.68% | 34,207 | -4,070 | -10.6% | -$89.31万 | 减仓 |