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
LAMR LAMAR ADVERTISING $3,2760.00%21 00.0% — 不变
BF/A BROWN FORMAN CORP CL A $3,2830.00%120 00.0% — 不变
— MOTLEY FOOL $3,3070.00%112 00.0% — 不变
XPEV XPENG INC $3,3100.00%250 00.0% — 不变
EWC ISHARES MSCI $3,3890.00%58 00.0% — 不变
AUR AURORA INNOVATION $3,4100.00%500 00.0% — 不变
MLM MARTIN MARIETTA $3,4600.00%6 -32-84.2% -$1.85万 减仓
AGNT AGNT INC $3,4820.00%643 40.6% $22 加仓
BGS B&G FOODS $3,5210.00%884 00.0% — 不变
RKT ROCKET COS $3,5280.00%224 124124.0% $1,953 加仓
NXT NEXTPOWER INC $3,5740.00%30 00.0% — 不变
REM ISHARES MORTGAGE $3,5960.00%163 42.5% $88 加仓
JHMM JOHN HANCOCK $3,5980.00%48 00.0% — 不变
JD JD.COM INC $3,6180.00%142 -2,500-94.6% -$6.37万 减仓
MRCY MERCURY SYSTEMS $3,6700.00%30 00.0% — 不变
IJT ISHARES S&P $3,7510.00%21 00.0% — 不变
— WISDOMTREE TRUST $3,7530.00%166 00.0% — 不变
DIV GLOBAL X $3,8100.00%200 00.0% — 不变
VGSH VANGUARD SHORT $3,8410.00%66 -165-71.4% -$9,602 减仓
— AMPLIFY LITHIUM $3,8430.00%250 00.0% — 不变
PTC PTC INC $3,8630.00%34 00.0% — 不变
APPS DIGITAL TURBINE $3,8700.00%300 300— $3,870 新建仓
PSCT INVESCO S&P $3,8810.00%42 00.0% — 不变
BE BLOOM ENERGY $3,9350.00%13 11550.0% $3,330 加仓
MMT ABERDEEN MULTIMARKET $3,9600.00%900 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR $3,9780.00%222 00.0% — 不变
CAG CONAGRA BRANDS $3,9850.00%296 -19-6.0% -$256 减仓
CRCL CIRCLE INTERNET $4,0080.00%64 00.0% — 不变
KRE SPDR S&P $4,0640.00%54 00.0% — 不变
VYX NCR VOYIX $4,0850.00%500 00.0% — 不变
DXCM DEXCOM INC $4,1090.00%61 00.0% — 不变
XT ISHARES EXPONENTIAL $4,1490.00%50 00.0% — 不变
— CBRE GLOBAL $4,1500.00%900 00.0% — 不变
— AMERICAN BITCOIN $4,2230.00%6,200 00.0% — 不变
IJK ISHARES S&P $4,2300.00%36 00.0% — 不变
IEUR ISHARES CORE $4,2590.00%56 36180.0% $2,738 加仓
MGA MAGNA INTERNATIONAL $4,2680.00%65 00.0% — 不变
LRN STRIDE INC $4,3120.00%50 00.0% — 不变
RWO STATE STREET $4,3250.00%87 00.0% — 不变
AGCO AGCO CORP $4,3410.00%36 00.0% — 不变
NI NISOURCE INC $4,3750.00%92 00.0% — 不变
BL BLACKLINE INC $4,3790.00%156 156— $4,379 新建仓
IXJ ISHARES GLOBAL $4,3950.00%44 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS $4,4630.00%263 00.0% — 不变
SMG SCOTTS MIRACLE-GRO $4,4650.00%65 00.0% — 不变
FNDE SCHWAB FUNDAMENTAL $4,4840.00%113 00.0% — 不变
VRSK VERISK ANALYTICS $4,5010.00%25 25— $4,501 新建仓
BIDD ISHARES INTL $4,5030.00%150 00.0% — 不变
NTR NUTRIEN LTD $4,5220.00%71 00.0% — 不变
SJNK STATE STREET $4,5250.00%180 156650.0% $3,922 加仓
EUSB ISHARES ESG $4,5620.00%105 00.0% — 不变
— MOTLEY FOOL $4,6350.00%203 00.0% — 不变
IGRO ISHARES INTL $4,6600.00%53 00.0% — 不变
HYLB XTRACKERS USD $4,6740.00%127 127— $4,674 新建仓
— ISHARES MORTGAGE $4,6780.00%94 00.0% — 不变
SITE SITEONE LANDSCAPE $4,6910.00%41 -10-19.6% -$1,144 减仓
ETG EATON VANCE $4,7080.00%200 00.0% — 不变
AEG AEGON LTD $4,7190.00%559 00.0% — 不变
BTC GRAYSCALE BITCOIN $4,7230.00%182 00.0% — 不变
AOSL ALPHA & OMEGA $4,7330.00%100 100— $4,733 新建仓
THO THOR INDUSTRIES $4,7360.00%63 11.6% $75 加仓
SBLK STAR BULK $4,7440.00%190 -145-43.3% -$3,620 减仓
QBTS DWAVE QUANTUM $4,7500.00%198 8067.8% $1,919 加仓
GIS GENERAL MILLS $4,7680.00%137 00.0% — 不变
UHS UNIVERSAL HEALTH $4,7740.00%32 00.0% — 不变
EVGO EVGO INC $4,7750.00%2,500 00.0% — 不变
AVEM AVANTIS EMERGING $4,8250.00%50 50— $4,825 新建仓
RF REGIONS FINANCIAL $4,8450.00%160 00.0% — 不变
WYNN WYNN RESORTS $4,8550.00%50 00.0% — 不变
EXEL EXELIXIS INC $4,8970.00%90 00.0% — 不变
DHR DANAHER CORP $4,9900.00%26 -43-62.3% -$8,253 减仓
RKLB ROCKET LAB $5,0830.00%50 00.0% — 不变
AMTM AMENTUM HOLDINGS $5,0850.00%246 00.0% — 不变
— SEI HIGH $5,1100.00%203 203— $5,110 新建仓
WTW WILLIS TOWERS $5,2270.00%20 -205-91.1% -$5.36万 减仓
ROKU ROKU INC $5,2500.00%38 -134-77.9% -$1.85万 减仓
BFLX ISHARES FLEXIBLE $5,3290.00%208 208— $5,329 新建仓
UAA UNDER ARMOUR $5,3360.00%835 -150-15.2% -$959 减仓
— INVESCO INDIA $5,3790.00%268 41.5% $80 加仓
CSGP COSTAR GROUP INC $5,3810.00%190 -145-43.3% -$4,107 减仓
CNC CENTENE CORP $5,3920.00%84 00.0% — 不变
UMC UNITED MICROELECTRONICS $5,4690.00%201 00.0% — 不变
MYRG MYR GROUP $5,5040.00%11 00.0% — 不变
PR PERMIAN RESOURCES $5,5230.00%300 00.0% — 不变
ORA ORMAT TECHNOLOGIES $5,5580.00%51 39325.0% $4,250 加仓
ON ON SEMICONDUCTOR $5,5780.00%59 00.0% — 不变
DAVE DAVE INC $5,5890.00%15 00.0% — 不变
MP MP MATERIALS $5,6010.00%100 00.0% — 不变
BATRA ATLANTA BRAVES $5,6310.00%100 00.0% — 不变
— STATE STREET $5,6430.00%67 00.0% — 不变
IHE ISHARES U S $5,6440.00%57 57— $5,644 新建仓
USHY ISHARES BROAD $5,6840.00%153 21.3% $74 加仓
GSAT GLOBALSTAR INC $5,6900.00%70 00.0% — 不变
LCTD BLACKROCK ISHARES $5,7080.00%99 00.0% — 不变
JKHY JACK HENRY $5,7150.00%41 -5-10.9% -$697 减仓
NSC NORFOLK SOUTHERN $5,7380.00%18 00.0% — 不变
— STATE STREET $5,7540.00%72 00.0% — 不变
DFIS DIMENSIONAL INTL $5,8150.00%166 00.0% — 不变
CIEN CIENA CORP $5,8870.00%12 12— $5,887 新建仓
VTRS VIATRIS INC $5,9140.00%372 00.0% — 不变