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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE FLOATING | $405.87万 | 0.44% | 80,626 | -25,273 | -23.9% | -$127.23万 | 减仓 |
| IDV | ISHARES INTL | $408.00万 | 0.45% | 95,864 | -2,136 | -2.2% | -$9.09万 | 减仓 |
| JPM | JPMORGAN CHASE | $410.13万 | 0.45% | 13,942 | 1,014 | 7.8% | $29.83万 | 加仓 |
| ACWI | ISHARES MSCI | $441.54万 | 0.48% | 31,909 | 3,441 | 12.1% | $47.61万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $444.65万 | 0.49% | 115,958 | -64,025 | -35.6% | -$245.51万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $449.96万 | 0.49% | 63,951 | 112 | 0.2% | $7,880 | 加仓 |
| SPYG | SPDR SERIES TRUST | $460.35万 | 0.50% | 47,017 | -27,150 | -36.6% | -$265.83万 | 减仓 |
| SPYV | STATE STREET | $477.89万 | 0.52% | 84,462 | -5,090 | -5.7% | -$28.80万 | 减仓 |
| META | META PLATFORMS | $515.61万 | 0.56% | 9,012 | -50 | -0.6% | -$2.86万 | 减仓 |
| FICS | FIRST TRUST | $527.35万 | 0.58% | 135,096 | 24,571 | 22.2% | $95.91万 | 加仓 |
| VNLA | JANUS HENDERSON | $532.67万 | 0.58% | 109,018 | -4,679 | -4.1% | -$22.86万 | 减仓 |
| GLD | SPDR GOLD | $541.99万 | 0.59% | 12,596 | -394 | -3.0% | -$16.95万 | 减仓 |
| CAM | AB ACTIVE | $548.62万 | 0.60% | 219,729 | -37,745 | -14.7% | -$94.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $566.01万 | 0.62% | 73,948 | -42,644 | -36.6% | -$326.40万 | 减仓 |
| AVGO | BROADCOM INC | $571.53万 | 0.62% | 18,465 | 161 | 0.9% | $4.98万 | 加仓 |
| JQUA | JPMORGAN US | $582.34万 | 0.64% | 94,967 | 949 | 1.0% | $5.82万 | 加仓 |
| UCON | FIRST TRUST | $582.39万 | 0.64% | 235,120 | 39,847 | 20.4% | $98.70万 | 加仓 |
| RTX | RTX CORP | $584.20万 | 0.64% | 30,285 | -182 | -0.6% | -$3.51万 | 减仓 |
| BX | BLACKSTONE INC | $584.31万 | 0.64% | 50,814 | 106 | 0.2% | $1.22万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $590.43万 | 0.65% | 27,454 | 530 | 2.0% | $11.40万 | 加仓 |
| DGRW | WISDOMTREE US | $665.59万 | 0.73% | 75,772 | -47,275 | -38.4% | -$415.27万 | 减仓 |
| QUAL | ISHARES MSCI | $734.21万 | 0.80% | 38,277 | 1,574 | 4.3% | $30.19万 | 加仓 |
| TSLA | TESLA INC | $785.36万 | 0.86% | 21,126 | -167 | -0.8% | -$6.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $814.34万 | 0.89% | 21,999 | -5,117 | -18.9% | -$189.42万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $866.27万 | 0.95% | 256,521 | -6,184 | -2.4% | -$20.88万 | 减仓 |
| SIVR | ABERDEEN PHYSICAL | $869.53万 | 0.95% | 121,426 | 119,897 | 7,841.5% | $858.58万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS | $999.58万 | 1.09% | 85,302 | -902 | -1.0% | -$10.57万 | 减仓 |
| FTCS | FIRST TRUST | $1,050.67万 | 1.15% | 113,267 | 5,577 | 5.2% | $51.73万 | 加仓 |
| DYNF | ISHARES U S | $1,060.99万 | 1.16% | 182,364 | 148,265 | 434.8% | $862.61万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,171.30万 | 1.28% | 297,058 | 3,904 | 1.3% | $15.39万 | 加仓 |
| SPAB | STATE STREET | $1,183.40万 | 1.29% | 461,904 | -43,088 | -8.5% | -$110.39万 | 减仓 |
| RDVY | FIRST TRUST | $1,280.32万 | 1.40% | 187,510 | -10,370 | -5.2% | -$70.81万 | 减仓 |
| USMC | PRINCIPAL US | $1,348.64万 | 1.47% | 209,703 | 1,740 | 0.8% | $11.19万 | 加仓 |
| QGRO | AMERICAN CENTURY | $1,430.99万 | 1.56% | 136,245 | 3,993 | 3.0% | $41.94万 | 加仓 |
| WINN | HARBOR LONG | $1,537.67万 | 1.68% | 554,554 | 31,311 | 6.0% | $86.82万 | 加仓 |
| QQQ | INVESCO QQQ | $1,811.12万 | 1.98% | 31,378 | -1,949 | -5.8% | -$112.49万 | 减仓 |
| AMZN | AMAZON COM INC | $1,826.38万 | 2.00% | 87,692 | -724 | -0.8% | -$15.08万 | 减仓 |
| GOOGL | ALPHABET INC | $1,893.62万 | 2.07% | 65,851 | 1,171 | 1.8% | $33.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,050.57万 | 2.24% | 117,579 | -5,359 | -4.4% | -$93.46万 | 减仓 |
| FVD | FIRST TRUST | $2,272.20万 | 2.48% | 483,139 | 14,108 | 3.0% | $66.35万 | 加仓 |
| AGG | ISHARES CORE | $2,527.48万 | 2.76% | 254,606 | -8,761 | -3.3% | -$86.97万 | 减仓 |
| AAPL | APPLE INC | $3,104.64万 | 3.39% | 122,330 | -3,277 | -2.6% | -$83.17万 | 减仓 |
| SPY | STATE STREET | $4,661.35万 | 5.10% | 71,675 | -7,015 | -8.9% | -$456.22万 | 减仓 |
| IVV | ISHARES TR | $6,617.49万 | 7.23% | 101,307 | 1,476 | 1.5% | $96.41万 | 加仓 |