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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATIONAL | $1,033 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $1,050 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MKC | MC CORMICK | $1,059 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DCRE | DOUBLELINE COMMERCIAL | $1,064 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET | $1,080 | 0.00% | 37 | -31,171 | -99.9% | -$90.99万 | 减仓 |
| DMBS | DOUBLELINE MORTGAGE | $1,086 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY | $1,086 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT | $1,097 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL SPORTS | $1,108 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE | $1,108 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES | $1,111 | 0.00% | 59 | 1 | 1.7% | $19 | 加仓 |
| AYI | ACUITY INC | $1,122 | 0.00% | 4 | -127 | -96.9% | -$3.56万 | 减仓 |
| ATR | APTARGROUP INC | $1,134 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS | $1,135 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS | $1,136 | 0.00% | 54 | 1 | 1.9% | $21 | 加仓 |
| — | CHILDRENS PLACE | $1,138 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI | $1,146 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS | $1,148 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES 10 | $1,171 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO BULLETSHARES | $1,174 | 0.00% | 55 | 1 | 1.9% | $21 | 加仓 |
| — | FIRST TRUST | $1,188 | 0.00% | 70 | 70 | — | $1,188 | 新建仓 |
| XCHYX | CALAMOS CONVERTIBLE | $1,211 | 0.00% | 111 | 3 | 2.8% | $33 | 加仓 |
| SERV | SERVE ROBOTICS | $1,215 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI | $1,221 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS | $1,221 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTRUCTION | $1,224 | 0.00% | 200 | 200 | — | $1,224 | 新建仓 |
| CSTM | CONSTELLIUM SE | $1,229 | 0.00% | 50 | 50 | — | $1,229 | 新建仓 |
| MPT | MEDICAL PROPERTIES | $1,233 | 0.00% | 266 | -12 | -4.3% | -$56 | 减仓 |
| — | CHART INDUSTRIES | $1,241 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CATALYST BANCORP | $1,242 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE | $1,256 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| EWX | STATE STREET | $1,256 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP | $1,262 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $1,267 | 0.00% | 2,235 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1,270 | 0.00% | 25 | -28 | -52.8% | -$1,422 | 减仓 |
| SWK | STANLEY BLACK | $1,279 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI | $1,292 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1,294 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION | $1,323 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES | $1,328 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $1,343 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COS | $1,346 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARM | $1,383 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INSURANCE | $1,387 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN | $1,395 | 0.00% | 28 | -500 | -94.7% | -$2.49万 | 减仓 |
| GXO | GXO LOGISTICS | $1,400 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE | $1,413 | 0.00% | 42 | -94 | -69.1% | -$3,162 | 减仓 |
| IEUR | ISHARES CORE | $1,422 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS | $1,425 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA | $1,435 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $1,462 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET | $1,467 | 0.00% | 33 | -28 | -45.9% | -$1,245 | 减仓 |
| MSA | MSA SAFETY INC | $1,476 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $1,478 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | VANECK RETAIL | $1,505 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HRI | HERC HOLDINGS | $1,507 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL | $1,521 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $1,528 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES | $1,530 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO | $1,547 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HOLDINGS | $1,554 | 0.00% | 13 | -7 | -35.0% | -$837 | 减仓 |
| QXO | QXO INC | $1,554 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $1,567 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL | $1,571 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHOLESALE | $1,575 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES IBONDS | $1,595 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS | $1,599 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1,638 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,647 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI | $1,654 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLETSHARES | $1,673 | 0.00% | 101 | 1 | 1.0% | $17 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES | $1,675 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| STAA | STAAR SURGICAL | $1,683 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION PETROLEUM | $1,685 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| QBTS | DWAVE QUANTUM | $1,702 | 0.00% | 118 | 88 | 293.3% | $1,269 | 加仓 |
| — | INVESCO MSCI | $1,707 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GWX | STATE STREET | $1,774 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR | $1,776 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $1,788 | 0.00% | 22 | -20 | -47.6% | -$1,625 | 减仓 |
| FCEL | FUELCELL ENERGY | $1,796 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS | $1,805 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP | $1,813 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $1,821 | 0.00% | 1,423 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1,824 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1,851 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE | $1,854 | 0.00% | 124 | -219 | -63.8% | -$3,274 | 减仓 |
| TSN | TYSON FOODS | $1,858 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES | $1,863 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1,873 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $1,879 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $1,882 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1,883 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP | $1,907 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY | $1,925 | 0.00% | 274,880 | 274,880 | — | $1,925 | 新建仓 |
| FVAL | FIDELITY VALUE | $1,943 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR | $1,947 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH | $1,970 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY | $1,991 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD | $1,995 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR | $2,002 | 0.00% | 20 | -16 | -44.4% | -$1,602 | 减仓 |