13F 机构持仓

Golden State Wealth Management, LLC

SANTA ANA CA · SEC CIK 0001776033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 7.3%
SPY 4.9%
AAPL 3.2%
DYNF 2.5%
AGG 2.3%
NVDA 2.2%
QQQ 2.1%
GOOGL 2.1%
AMZN 2.0%
FVD 1.6%

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
— GOPRO INC $00.00%0 -9-100.0% -$7 清仓
— SOCKET MOBILE $00.00%0 -5-100.0% -$4 清仓
AMC AMC ENTERTAINMENT $00.00%0 -2-100.0% -$2 清仓
— CHEGG INC $10.00%1 00.0% — 不变
— CBDMD INC $20.00%2 -2-50.0% -$2 减仓
— VIVOSIM LABS $20.00%2 00.0% — 不变
— OPENDOOR TECHNOLOGIES $20.00%10 00.0% — 不变
— CEL-SCI CORP $30.00%3 00.0% — 不变
— BONK INC $30.00%2 00.0% — 不变
— OPENDOOR TECHNOLOGIES $30.00%10 00.0% — 不变
— INUVO INC $40.00%3 00.0% — 不变
— OPENDOOR TECHNOLOGIES $50.00%10 00.0% — 不变
— INOVIO PHARMACEUTICALS $110.00%10 00.0% — 不变
— NETCLASS TECHNOLOGY $140.00%100 00.0% — 不变
DPG DUFF & PHELPS $150.00%1 00.0% — 不变
TDOC TELADOC HEALTH $170.00%2 -39-95.1% -$332 减仓
— AI FINANCIAL $180.00%30 00.0% — 不变
— BED BATH $190.00%47 00.0% — 不变
SPCE VIRGIN GALACTIC $230.00%8 -25-75.8% -$72 减仓
— ORGANIGRAM GLOBAL $260.00%25 00.0% — 不变
SFIX STITCH FIX $290.00%7 00.0% — 不变
FLRN STATE STREET $310.00%1 1— $31 新建仓
Z ZILLOW GROUP $320.00%1 00.0% — 不变
HMC HONDA MOTOR $350.00%1 00.0% — 不变
BNED BARNES & NOBLE $380.00%3 00.0% — 不变
— FILANA THERAPEUTICS $430.00%36 00.0% — 不变
BNT BROOKFIELD WEALTH $430.00%1 00.0% — 不变
NVCR NOVOCURE LTD $450.00%3 00.0% — 不变
FVRR FIVERR INTL $520.00%5 00.0% — 不变
PTON PELOTON INTERACTIVE $650.00%11 00.0% — 不变
— WESTPORT FUEL $680.00%30 00.0% — 不变
— ORION PROPERTIES $710.00%24 -100-80.6% -$296 减仓
— NEW FORTRESS $730.00%200 00.0% — 不变
— COHEN & STEERS $750.00%5,000 5,000— $75 新建仓
EVTL VERTICAL AEROSPACE $870.00%50 50— $87 新建仓
— INVESCO ZACKS $880.00%3 3— $88 新建仓
RUM RUM GROUP $890.00%14 00.0% — 不变
VOTE TCW TRANSFORM $900.00%1 00.0% — 不变
— DOMINARI HOLDINGS $940.00%30 00.0% — 不变
— FIDELITY ETHEREUM $940.00%6 6— $94 新建仓
— SENSTAR TECHNOLOGIES $970.00%50 00.0% — 不变
— TILRAY BRANDS $980.00%22 -34-60.7% -$151 减仓
— GAMESTOP CORP $1060.00%38 -38-50.0% -$106 减仓
— BEYOND MEAT $1220.00%160 -2-1.2% -$2 减仓
AI C3 AI $1270.00%14 00.0% — 不变
CPRI CAPRI HOLDINGS $1300.00%7 00.0% — 不变
GDRX GOODRX HOLDINGS $1440.00%50 00.0% — 不变
RIG TRANSOCEAN LTD $1470.00%30 00.0% — 不变
RMR RMR GROUP $1640.00%8 00.0% — 不变
SOBO SOUTH BOW $1760.00%5 00.0% — 不变
APPN APPIAN CORP $1830.00%8 00.0% — 不变
— CANOPY GROWTH $1860.00%196 00.0% — 不变
POET POET TECHNOLOGIES $1950.00%19 19— $195 新建仓
SJM SMUCKER JM $2250.00%2 00.0% — 不变
LAES SEALSQ CORP $2270.00%72 00.0% — 不变
XHB STATE STREET $2310.00%2 00.0% — 不变
— GUARDFORCE AI $2380.00%600 00.0% — 不变
PSFE PAYSAFE LTD $2390.00%32 32— $239 新建仓
NMAX NEWSMAX INC $2400.00%29 00.0% — 不变
SDGR SCHRODINGER INC $2440.00%15 -3-16.7% -$49 减仓
DNA GINKGO BIOWORKS $2480.00%25 25— $248 新建仓
— FUNDRISE GROWTH $2590.00%3 3— $259 新建仓
OHI OMEGA HEALTHCARE $2760.00%5 00.0% — 不变
CRON CRONOS GROUP $2780.00%100 00.0% — 不变
CHTR CHARTER COMMUNICATIONS $2840.00%2 00.0% — 不变
SHOO MADDEN STEVEN $2950.00%7 00.0% — 不变
— FRONTIER NUCLEAR $3010.00%197 00.0% — 不变
PURR HYPERLIQUID STRATEGIES $3230.00%41 00.0% — 不变
MNKD MANNKIND CORP $3410.00%80 -420-84.0% -$1,790 重新持有
XSW STATE STREET $3440.00%2 00.0% — 不变
HQY HEALTHEQUITY INC $3610.00%4 -20-83.3% -$1,805 减仓
IT GARTNER INC $3890.00%3 00.0% — 不变
— PHUNWARE INC $4100.00%200 00.0% — 不变
WEX WEX INC $4230.00%3 00.0% — 不变
PDD PDD HOLDINGS $4580.00%6 00.0% — 不变
BAX BAXTER INTL $4630.00%21 00.0% — 不变
TMDX TRANSMEDICS GROUP $4650.00%7 -75-91.5% -$4,982 减仓
MAIR MADISON AIR $4680.00%12 12— $468 新建仓
SE SEA LTD $4790.00%5 -24-82.8% -$2,299 减仓
DFAE DIMENSIONAL EMERGING $4830.00%12 00.0% — 不变
NTSK NETSKOPE INC $4920.00%45 00.0% — 不变
MSOS ADVISORSHARES PURE $5080.00%100 00.0% — 不变
VAC MARRIOTT VACATIONS $5090.00%5 00.0% — 不变
UYLD ANGEL OAK $5100.00%10 10— $510 新建仓
— SYNTEC OPTICS $5230.00%42 42— $523 新建仓
OKE ONEOK INC $5420.00%6 00.0% — 不变
VOLT TEMA ELECTRIFICATION $5450.00%13 13— $545 新建仓
RIOT RIOT PLATFORMS $5480.00%20 20— $548 新建仓
LCID LUCID GROUP $5500.00%82 1013.9% $67 加仓
— DIGITALBRIDGE GROUP $5520.00%35 00.0% — 不变
— ADVISORSHARES PURE $5660.00%195 00.0% — 不变
FSV FIRSTSERVICE CORP $5710.00%4 00.0% — 不变
FMC FMC CORP $5890.00%51 00.0% — 不变
FRPT FRESHPET INC $5910.00%10 00.0% — 不变
SUNB SUNBELT RENTALS $5980.00%8 00.0% — 不变
CNO CNO FINANCIAL $6120.00%12 00.0% — 不变
TNDM TANDEM DIABETES $6190.00%41 00.0% — 不变
SPSB STATE STREET $6300.00%21 00.0% — 不变
ARKG ARK GENOMIC $6310.00%15 00.0% — 不变
DWAS INVESCO DORSEY $6370.00%5 5— $637 新建仓