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 |
|---|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | $2,005 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION | $2,060 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SXC | SUNCOKE ENERGY | $2,070 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD | $2,074 | 0.00% | 275 | 275 | — | $2,074 | 新建仓 |
| DASH | DOORDASH INC | $2,102 | 0.00% | 14 | -450 | -97.0% | -$6.76万 | 减仓 |
| — | WEBSTER FINANCIAL | $2,152 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK | $2,153 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS | $2,187 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS | $2,213 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $2,236 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELECTRIC | $2,242 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $2,244 | 0.00% | 59 | -500 | -89.4% | -$1.90万 | 减仓 |
| SHYM | ISHARES SHORT | $2,246 | 0.00% | 102 | 9 | 9.7% | $198 | 加仓 |
| DFJ | WISDOMTREE JAPAN | $2,279 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS | $2,280 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST | $2,296 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH | $2,302 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $2,309 | 0.00% | 176 | 26 | 17.3% | $341 | 加仓 |
| — | SIDUS SPACE | $2,320 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES | $2,325 | 0.00% | 113 | 1 | 0.9% | $21 | 加仓 |
| — | AMERICAN CONSERVATIVE | $2,333 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST | $2,349 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,401 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $2,406 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT | $2,430 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO S&P | $2,523 | 0.00% | 42 | -20 | -32.3% | -$1,201 | 减仓 |
| EBND | SPDR BLOOMBERG | $2,559 | 0.00% | 124 | 124 | — | $2,559 | 新建仓 |
| VOD | VODAFONE GROUP | $2,608 | 0.00% | 173 | 3 | 1.8% | $45 | 加仓 |
| DAVE | DAVE INC | $2,611 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE | $2,650 | 0.00% | 63 | -17,867 | -99.6% | -$75.15万 | 减仓 |
| — | OCCIDENTAL PETE | $2,659 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING | $2,660 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK | $2,679 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE | $2,692 | 0.00% | 18 | -8 | -30.8% | -$1,196 | 减仓 |
| TOTL | STATE STREET | $2,702 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MOMO | HELLO GROUP | $2,707 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO INVESTMENT | $2,729 | 0.00% | 132 | 1 | 0.8% | $21 | 加仓 |
| EWH | ISHARES MSCI | $2,740 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO BULLETSHARES | $2,746 | 0.00% | 164 | 2 | 1.2% | $33 | 加仓 |
| — | VANECK ENERGY | $2,748 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP | $2,750 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL | $2,766 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING | $2,792 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET | $2,856 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINANCIAL | $2,874 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $2,906 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES MSCI | $2,930 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUMINUM | $2,935 | 0.00% | 50 | 50 | — | $2,935 | 新建仓 |
| TTD | TRADE DESK | $2,950 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U S | $2,980 | 0.00% | 48 | -80 | -62.5% | -$4,967 | 减仓 |
| DOCU | DOCUSIGN INC | $3,034 | 0.00% | 64 | -70 | -52.2% | -$3,318 | 减仓 |
| IJT | ISHARES S&P | $3,039 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $3,050 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTL | $3,085 | 0.00% | 66 | -15 | -18.5% | -$701 | 减仓 |
| MYRG | MYR GROUP | $3,106 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $3,132 | 0.00% | 116 | -460 | -79.9% | -$1.24万 | 减仓 |
| PAYC | PAYCOM SOFTWARE | $3,160 | 0.00% | 26 | -39 | -60.0% | -$4,740 | 重新持有 |
| VYX | NCR VOYIX | $3,165 | 0.00% | 500 | 500 | — | $3,165 | 新建仓 |
| — | ESS TECH | $3,167 | 0.00% | 2,707 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL | $3,196 | 0.00% | 350 | 350 | — | $3,196 | 新建仓 |
| EWC | ISHARES MSCI | $3,206 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $3,211 | 0.00% | 50 | -840 | -94.4% | -$5.39万 | 重新持有 |
| BF/A | BROWN FORMAN CORP CL A | $3,215 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $3,222 | 0.00% | 48 | -20 | -29.4% | -$1,342 | 减仓 |
| ZM | ZOOM COMMUNICATIONS | $3,296 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| XT | ISHARES EXPONENTIAL | $3,407 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| REM | ISHARES MORTGAGE | $3,422 | 0.00% | 159 | 1 | 0.6% | $22 | 加仓 |
| SITM | SITIME CORP | $3,454 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $3,457 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| KRE | SPDR S&P | $3,530 | 0.00% | 54 | -79 | -59.4% | -$5,164 | 减仓 |
| TOST | TOAST INC | $3,552 | 0.00% | 134 | -130 | -49.2% | -$3,446 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $3,559 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK | $3,592 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | HCW BIOLOGICS | $3,600 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $3,600 | 0.00% | 158 | 2 | 1.3% | $46 | 加仓 |
| NXT | NEXTPOWER INC | $3,617 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | VANECK VIDEO | $3,620 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $3,623 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL | $3,628 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $3,653 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY LITHIUM | $3,723 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TRUST | $3,743 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X | $3,780 | 0.00% | 200 | 200 | — | $3,780 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY | $3,822 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3,830 | 0.00% | 61 | -123 | -66.8% | -$7,723 | 减仓 |
| AGNT | EXP WORLD | $3,830 | 0.00% | 639 | -103 | -13.9% | -$617 | 减仓 |
| EXEL | EXELIXIS INC | $3,860 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HOLDINGS | $3,860 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $3,865 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS | $3,887 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS | $3,898 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESEARCH | $3,935 | 0.00% | 100 | -100 | -50.0% | -$3,935 | 减仓 |
| — | CBRE GLOBAL | $3,952 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET | $3,982 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $3,984 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE | $4,024 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL | $4,046 | 0.00% | 128 | 1 | 0.8% | $32 | 加仓 |
| — | MOTLEY FOOL | $4,057 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $4,059 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG | $4,096 | 0.00% | 74 | 74 | — | $4,096 | 新建仓 |