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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS | $787.11万 | 0.72% | 58,425 | -26,877 | -31.5% | -$362.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $812.39万 | 0.74% | 21,778 | -221 | -1.0% | -$8.24万 | 减仓 |
| TSLA | TESLA INC | $901.60万 | 0.82% | 21,436 | 310 | 1.5% | $13.04万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $923.14万 | 0.84% | 252,708 | -3,813 | -1.5% | -$13.93万 | 减仓 |
| RDVY | FIRST TRUST | $942.06万 | 0.86% | 116,217 | -71,293 | -38.0% | -$577.90万 | 减仓 |
| FTCS | FIRST TRUST | $1,087.30万 | 0.99% | 115,768 | 2,501 | 2.2% | $23.49万 | 加仓 |
| SPAB | STATE STREET | $1,113.47万 | 1.02% | 436,311 | -25,593 | -5.5% | -$65.31万 | 减仓 |
| BAI | ISHARES A I | $1,149.07万 | 1.05% | 217,958 | 168,869 | 344.0% | $890.28万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,168.63万 | 1.07% | 270,892 | -26,166 | -8.8% | -$112.88万 | 减仓 |
| QGRO | AMERICAN CENTURY | $1,193.32万 | 1.09% | 101,086 | -35,159 | -25.8% | -$415.05万 | 减仓 |
| WINN | HARBOR LONG | $1,400.65万 | 1.28% | 431,368 | -123,186 | -22.2% | -$399.98万 | 减仓 |
| IEMG | ISHARES CORE | $1,437.61万 | 1.31% | 173,541 | 132,832 | 326.3% | $1,100.38万 | 加仓 |
| USMC | PRINCIPAL US | $1,583.44万 | 1.44% | 213,613 | 3,910 | 1.9% | $28.98万 | 加仓 |
| FVD | FIRST TRUST | $1,739.67万 | 1.59% | 361,076 | -122,063 | -25.3% | -$588.10万 | 减仓 |
| AMZN | AMAZON COM INC | $2,185.12万 | 1.99% | 91,680 | 3,988 | 4.5% | $95.05万 | 加仓 |
| GOOGL | ALPHABET INC | $2,303.21万 | 2.10% | 64,449 | -1,402 | -2.1% | -$50.10万 | 减仓 |
| QQQ | INVESCO QQQ | $2,304.98万 | 2.10% | 31,300 | -78 | -0.2% | -$5.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,358.76万 | 2.15% | 117,884 | 305 | 0.3% | $6.10万 | 加仓 |
| AGG | ISHARES CORE | $2,563.77万 | 2.34% | 259,018 | 4,412 | 1.7% | $43.67万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,725.45万 | 2.49% | 400,742 | 218,378 | 119.7% | $1,485.19万 | 加仓 |
| AAPL | APPLE INC | $3,477.59万 | 3.17% | 120,182 | -2,148 | -1.8% | -$62.15万 | 减仓 |
| SPY | STATE STREET | $5,331.13万 | 4.86% | 71,388 | -287 | -0.4% | -$21.43万 | 减仓 |
| IVV | ISHARES CORE | $8,005.68万 | 7.30% | 106,900 | 5,593 | 5.5% | $418.86万 | 加仓 |