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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES | $0 | 0.00% | 0 | -11 | -100.0% | -$1,117 | 清仓 |
| U | UNITY SOFTWARE | $0 | 0.00% | 0 | -25 | -100.0% | -$1,104 | 清仓 |
| OMCL | OMNICELL INC | $0 | 0.00% | 0 | -24 | -100.0% | -$1,087 | 清仓 |
| FG | F&G ANNUITIES | $0 | 0.00% | 0 | -33 | -100.0% | -$1,018 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1,016 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1,014 | 清仓 |
| FUTY | FIDELITY MSCI | $0 | 0.00% | 0 | -18 | -100.0% | -$994 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$909 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -12 | -100.0% | -$905 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -12 | -100.0% | -$850 | 清仓 |
| MAIN | MAIN STREET | $0 | 0.00% | 0 | -14 | -100.0% | -$845 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -28 | -100.0% | -$837 | 清仓 |
| CNQ | CANADIAN NATURAL | $0 | 0.00% | 0 | -24 | -100.0% | -$812 | 清仓 |
| LW | LAMB WESTON | $0 | 0.00% | 0 | -19 | -100.0% | -$796 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$743 | 清仓 |
| FNDC | SCHWAB FUNDAMENTAL | $0 | 0.00% | 0 | -16 | -100.0% | -$737 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -19 | -100.0% | -$685 | 清仓 |
| CPT | CAMDEN PROPERTY | $0 | 0.00% | 0 | -6 | -100.0% | -$660 | 清仓 |
| CAVA | CAVA GROUP | $0 | 0.00% | 0 | -11 | -100.0% | -$646 | 清仓 |
| UHT | UNIVERSAL HEALTH RLTY | $0 | 0.00% | 0 | -16 | -100.0% | -$627 | 清仓 |
| GT | GOODYEAR TIRE | $0 | 0.00% | 0 | -69 | -100.0% | -$604 | 清仓 |
| ORI | OLD REPUBLIC | $0 | 0.00% | 0 | -13 | -100.0% | -$593 | 清仓 |
| — | SNOW LAKE | $0 | 0.00% | 0 | -197 | -100.0% | -$591 | 清仓 |
| NNN | NNN REIT | $0 | 0.00% | 0 | -13 | -100.0% | -$515 | 清仓 |
| MNDY | MONDAY.COM LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$443 | 清仓 |
| BFS | SAUL CENTERS | $0 | 0.00% | 0 | -14 | -100.0% | -$441 | 清仓 |
| WASH | WASHINGTON TRUST | $0 | 0.00% | 0 | -14 | -100.0% | -$414 | 清仓 |
| PSNY | POLESTAR AUTOMOTIVE | $0 | 0.00% | 0 | -16 | -100.0% | -$342 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -25 | -100.0% | -$328 | 清仓 |
| SCCO | SOUTHERN COPPER | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAUZ | XTRACKERS | $0 | 0.00% | 0 | -12 | -100.0% | -$285 | 清仓 |
| SRVR | PACER DATA | $0 | 0.00% | 0 | -6 | -100.0% | -$172 | 清仓 |
| UWMC | UWM HOLDINGS | $0 | 0.00% | 0 | -24 | -100.0% | -$105 | 清仓 |
| — | HEALTH CATALYST | $0 | 0.00% | 0 | -15 | -100.0% | -$36 | 清仓 |
| BEP | BROOKFIELD RENEWABLE | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CHEGG INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES | $2 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES | $2 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTERTAINMENT | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VIVOSIM LABS | $3 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SOCKET MOBILE | $4 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CBDMD INC | $4 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | BONK INC | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES | $6 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | INUVO INC | $6 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $7 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | CEL-SCI CORP | $10 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC | $11 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TRIVAGO N V | $11 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DPG | DUFF & PHELPS | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS | $17 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX | $23 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BNED | BARNES & NOBLE | $26 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BED BATH | $27 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR | $28 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $33 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ALT5 SIGMA | $33 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL | $34 | 0.00% | 25 | -2,250 | -98.9% | -$3,060 | 减仓 |
| Z | ZILLOW GROUP | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NETCLASS TECHNOLOGY | $43 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE | $47 | 0.00% | 11 | -44 | -80.0% | -$188 | 减仓 |
| FVRR | FIVERR INTL | $50 | 0.00% | 5 | -20 | -80.0% | -$200 | 减仓 |
| KSS | KOHLS CORP | $52 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL | $55 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS | $61 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC | $71 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC COMPANY | $74 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VOTE | TCW TRANSFORM | $77 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC | $81 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $91 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | DOMINARI HOLDINGS | $98 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HOLDINGS | $98 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT | $114 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS | $118 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AI | C3 AI | $118 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS | $123 | 0.00% | 7 | -20 | -74.1% | -$351 | 减仓 |
| RMR | RMR GROUP | $124 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $151 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB US | $152 | 0.00% | 6 | -2,303 | -99.7% | -$5.83万 | 减仓 |
| — | SENSTAR TECHNOLOGIES | $152 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW | $167 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $168 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $168 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH | $186 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING | $186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LAES | SEALSQ CORP | $189 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM | $193 | 0.00% | 2 | -989 | -99.8% | -$9.54万 | 减仓 |
| APPN | APPIAN CORP | $193 | 0.00% | 8 | -28 | -77.8% | -$676 | 减仓 |
| XHB | STATE STREET | $197 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $199 | 0.00% | 30 | -500 | -94.3% | -$3,317 | 减仓 |
| ADT | ADT INC | $200 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $204 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI | $208 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES | $209 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH | $224 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN | $237 | 0.00% | 7 | 0 | 0.0% | — | 不变 |