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 |
|---|---|---|---|---|---|---|---|---|
| IXJ | ISHARES GLOBAL | $4,141 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET | $4,158 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL | $4,190 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $4,191 | 0.00% | 36 | -64 | -64.0% | -$7,451 | 减仓 |
| BGS | B&G FOODS | $4,255 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| BIDD | ISHARES INTL | $4,265 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $4,278 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $4,293 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $4,300 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL | $4,323 | 0.00% | 113 | -47 | -29.4% | -$1,798 | 减仓 |
| SNEX | STONEX GROUP | $4,355 | 0.00% | 54 | 18 | 50.0% | $1,452 | 加仓 |
| LRN | STRIDE INC | $4,409 | 0.00% | 50 | -57 | -53.3% | -$5,026 | 减仓 |
| IGRO | ISHARES INTL | $4,440 | 0.00% | 53 | -26,508 | -99.8% | -$222.07万 | 减仓 |
| UCO | PROSHARES ULTA | $4,520 | 0.00% | 115 | 115 | — | $4,520 | 新建仓 |
| SEZL | SEZZLE INC | $4,557 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES ESG | $4,568 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $4,649 | 0.00% | 70 | -100 | -58.8% | -$6,641 | 减仓 |
| TD | TORONTO DOMINION | $4,666 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORTGAGE | $4,679 | 0.00% | 94 | 94 | — | $4,679 | 新建仓 |
| BATRA | ATLANTA BRAVES | $4,715 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $4,781 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB | $4,819 | 0.00% | 245 | 245 | — | $4,819 | 新建仓 |
| MP | MP MATERIALS | $4,826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $4,840 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $4,844 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW | $4,906 | 0.00% | 62 | -3 | -4.6% | -$237 | 减仓 |
| DUOL | DUOLINGO INC | $4,929 | 0.00% | 50 | -425 | -89.5% | -$4.19万 | 减仓 |
| CAG | CONAGRA BRANDS | $4,952 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $4,993 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| THO | THOR INDUSTRIES | $5,001 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,027 | 0.00% | 372 | 7 | 1.9% | $95 | 加仓 |
| WYNN | WYNN RESORTS | $5,078 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $5,095 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $5,100 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES | $5,152 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $5,213 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $5,242 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $5,254 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY | $5,307 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $5,391 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $5,429 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO DORSEY | $5,433 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $5,440 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN | $5,459 | 0.00% | 182 | -52 | -22.2% | -$1,560 | 减仓 |
| LCTD | BLACKROCK ISHARES | $5,473 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUSSELL | $5,497 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $5,507 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD | $5,589 | 0.00% | 151 | -193 | -56.1% | -$7,144 | 减仓 |
| DFIS | DIMENSIONAL INTL | $5,589 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ | $5,601 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $5,613 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $5,662 | 0.00% | 45 | -30 | -40.0% | -$3,775 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES | $5,716 | 0.00% | 365 | 3 | 0.8% | $47 | 加仓 |
| — | AMERICAN BITCOIN | $5,731 | 0.00% | 6,200 | 3,670 | 145.1% | $3,392 | 加仓 |
| UHS | UNIVERSAL HEALTH | $5,738 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $5,760 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE | $5,782 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR | $5,823 | 0.00% | 985 | 250 | 34.0% | $1,478 | 加仓 |
| RWT | REDWOOD TRUST INC | $5,935 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI | $5,952 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $5,986 | 0.00% | 49 | -29 | -37.2% | -$3,543 | 减仓 |
| FLOT | ISHARES FLOATING | $6,015 | 0.00% | 118 | 1 | 0.9% | $51 | 加仓 |
| KALU | KAISER ALUMINUM | $6,026 | 0.00% | 50 | 50 | — | $6,026 | 新建仓 |
| CRCL | CIRCLE INTERNET | $6,106 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS | $6,138 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6,166 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS | $6,267 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES | $6,396 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE | $6,404 | 0.00% | 71 | -220 | -75.6% | -$1.98万 | 减仓 |
| AMTM | AMENTUM HOLDINGS | $6,416 | 0.00% | 246 | 85 | 52.8% | $2,217 | 加仓 |
| VNQI | VANGUARD GLOBAL | $6,454 | 0.00% | 145 | 12 | 9.0% | $534 | 加仓 |
| — | THOR EQUAL | $6,510 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED | $6,528 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $6,588 | 0.00% | 153 | 82 | 115.5% | $3,531 | 加仓 |
| SLVM | SYLVAMO CORP | $6,650 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $6,672 | 0.00% | 273 | 3 | 1.1% | $73 | 加仓 |
| PODD | INSULET CORP | $6,715 | 0.00% | 32 | -64 | -66.7% | -$1.34万 | 减仓 |
| GPN | GLOBAL PAYMENTS | $6,730 | 0.00% | 100 | 91 | 1,011.1% | $6,124 | 重新持有 |
| IMTB | ISHARES CORE | $6,773 | 0.00% | 154 | 1 | 0.7% | $44 | 加仓 |
| SITE | SITEONE LANDSCAPE | $6,789 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP | $6,825 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $6,881 | 0.00% | 71 | -15 | -17.4% | -$1,454 | 减仓 |
| IDU | ISHARES U S | $6,920 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS | $6,988 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON | $6,996 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING | $7,008 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS | $7,026 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG | $7,040 | 0.00% | 141 | 141 | — | $7,040 | 新建仓 |
| STX | SEAGATE TECHNOLOGY | $7,052 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $7,069 | 0.00% | 191 | 191 | — | $7,069 | 新建仓 |
| WAL | WESTERN ALLIANCE | $7,085 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES 1-3 | $7,122 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $7,140 | 0.00% | 500 | -269 | -35.0% | -$3,841 | 减仓 |
| EMLC | VANECK JPM | $7,144 | 0.00% | 284 | 3 | 1.1% | $75 | 加仓 |
| IGF | ISHARES GLOBAL | $7,211 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID | $7,214 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | ISHARES HIGH | $7,256 | 0.00% | 245 | 3 | 1.2% | $89 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $7,278 | 0.00% | 123 | -262 | -68.1% | -$1.55万 | 减仓 |
| JKHY | JACK HENRY | $7,321 | 0.00% | 46 | -7 | -13.2% | -$1,114 | 减仓 |
| STE | STERIS PLC | $7,337 | 0.00% | 33 | 0 | 0.0% | — | 不变 |