Golden State Wealth Management, LLC
SANTA ANA CA · SEC CIK 0001776033
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IMTB | ISHARES CORE | $5,945 | 0.00% | 136 | -18 | -11.7% | -$787 | 减仓 |
| SLVM | SYLVAMO CORP | $5,951 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $5,961 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES 0-1 | $5,995 | 0.00% | 54 | 54 | — | $5,995 | 新建仓 |
| FLOT | ISHARES FLOATING | $6,026 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION | $6,072 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD | $6,099 | 0.00% | 774 | 499 | 181.5% | $3,932 | 加仓 |
| PNW | PINNACLE WEST | $6,206 | 0.00% | 58 | 50 | 625.0% | $5,350 | 加仓 |
| AVEX | AEVEX CORP | $6,267 | 0.00% | 300 | 300 | — | $6,267 | 新建仓 |
| MFA | MFA FINANCIAL | $6,299 | 0.00% | 650 | 350 | 116.7% | $3,392 | 加仓 |
| QQQX | NUVEEN NASDAQ | $6,329 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED | $6,369 | 0.00% | 125 | 125 | — | $6,369 | 新建仓 |
| AADX | APPLIED AEROSPACE | $6,378 | 0.00% | 280 | 280 | — | $6,378 | 新建仓 |
| RMD | RESMED INC | $6,484 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | US GOLDMINING | $6,504 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $6,504 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE | $6,528 | 0.00% | 98 | 1 | 1.0% | $67 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES | $6,539 | 0.00% | 368 | 3 | 0.8% | $53 | 加仓 |
| RVMD | REVOLUTION MEDICINES | $6,555 | 0.00% | 35 | 35 | — | $6,555 | 新建仓 |
| BNY | BANK NEW YORK | $6,565 | 0.00% | 45 | 15 | 50.0% | $2,188 | 加仓 |
| ROIV | ROIVANT SCIENCES | $6,583 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $6,595 | 0.00% | 275 | 2 | 0.7% | $48 | 加仓 |
| PJAN | INNOVATOR U S | $6,681 | 0.00% | 135 | 135 | — | $6,681 | 新建仓 |
| — | THOR EQUAL | $6,802 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO DORSEY | $6,828 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI | $6,854 | 0.00% | 175 | 5 | 2.9% | $196 | 加仓 |
| IDU | ISHARES U S | $6,869 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING | $6,871 | 0.00% | 194 | -65 | -25.1% | -$2,302 | 减仓 |
| VTWG | VANGUARD RUSSELL | $6,904 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $6,915 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $6,917 | 0.00% | 73 | 1 | 1.4% | $95 | 加仓 |
| ENSG | ENSIGN GROUP | $6,919 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $7,007 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HOLDINGS | $7,066 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES 1-3 | $7,128 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $7,140 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $7,203 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL | $7,204 | 0.00% | 108 | 1 | 0.9% | $67 | 加仓 |
| LMUB | ISHARES LONG | $7,222 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS | $7,256 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $7,266 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $7,332 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR | $7,364 | 0.00% | 225 | -125 | -35.7% | -$4,091 | 减仓 |
| EMLC | VANECK JPM | $7,393 | 0.00% | 289 | 5 | 1.8% | $128 | 加仓 |
| EVRG | EVERGY INC | $7,409 | 0.00% | 85 | 85 | — | $7,409 | 新建仓 |
| — | ISHARES HIGH | $7,415 | 0.00% | 254 | 9 | 3.7% | $263 | 加仓 |
| SITM | SITIME CORP | $7,456 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE | $7,510 | 0.00% | 160 | 160 | — | $7,510 | 新建仓 |
| FELC | FIDELITY ENHANCED | $7,544 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING | $7,654 | 0.00% | 469 | -3,713 | -88.8% | -$6.06万 | 减仓 |
| MTD | METTLER TOLEDO INTL INC | $7,665 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $7,728 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| STOX | HORIZON CORE | $7,755 | 0.00% | 250 | 250 | — | $7,755 | 新建仓 |
| SOUN | SOUNDHOUND AI | $7,764 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP | $7,779 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON | $7,799 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $7,818 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS | $7,834 | 0.00% | 47 | 41 | 683.3% | $6,834 | 加仓 |
| MDLN | MEDLINE INC | $7,888 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE | $7,959 | 0.00% | 70 | -1 | -1.4% | -$114 | 减仓 |
| CDW | CDW CORP | $7,974 | 0.00% | 56 | 7 | 14.3% | $997 | 加仓 |
| QLYS | QUALYS INC | $7,974 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE | $8,000 | 0.00% | 32 | -13 | -28.9% | -$3,250 | 减仓 |
| SOFI | SOFI TECHNOLOGIES | $8,069 | 0.00% | 450 | -750 | -62.5% | -$1.34万 | 减仓 |
| VYMI | VANGUARD INTL | $8,084 | 0.00% | 82 | -145 | -63.9% | -$1.43万 | 减仓 |
| — | WESTERN ASSET | $8,142 | 0.00% | 2,056 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $8,162 | 0.00% | 316 | -23 | -6.8% | -$594 | 减仓 |
| WAL | WESTERN ALLIANCE | $8,220 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $8,273 | 0.00% | 186 | -150 | -44.6% | -$6,672 | 减仓 |
| PL | PLANET LABS | $8,283 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | HCW BIOLOGICS | $8,318 | 0.00% | 1,667 | -8,333 | -83.3% | -$4.16万 | 减仓 |
| QSR | RESTAURANT BRANDS | $8,339 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $8,360 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,423 | 0.00% | 16 | -3 | -15.8% | -$1,579 | 减仓 |
| CVE | CENOVUS ENERGY | $8,434 | 0.00% | 339 | 2 | 0.6% | $50 | 加仓 |
| SCHB | SCHWAB US | $8,450 | 0.00% | 291 | 285 | 4,750.0% | $8,276 | 加仓 |
| IQV | IQVIA HOLDINGS | $8,502 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $8,587 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID | $8,598 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET | $8,636 | 0.00% | 181 | -46 | -20.3% | -$2,195 | 减仓 |
| — | GLOBAL X | $8,769 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $8,805 | 0.00% | 460 | -1,533 | -76.9% | -$2.93万 | 减仓 |
| PAA | PLAINS ALL | $8,904 | 0.00% | 400 | 400 | — | $8,904 | 新建仓 |
| IYG | ISHARES U S | $8,957 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS | $9,032 | 0.00% | 676 | 605 | 852.1% | $8,083 | 加仓 |
| UHAL/B | U HAUL HOLDING | $9,060 | 0.00% | 157 | 1 | 0.6% | $58 | 加仓 |
| NASA | TEMA SPACE | $9,114 | 0.00% | 300 | 300 | — | $9,114 | 新建仓 |
| — | INVESCO S&P | $9,119 | 0.00% | 174 | -8 | -4.4% | -$419 | 减仓 |
| — | CARDIFF ONCOLOGY | $9,165 | 0.00% | 7,050 | 7,050 | — | $9,165 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $9,353 | 0.00% | 15 | -5 | -25.0% | -$3,118 | 减仓 |
| RELX | RELX PLC | $9,501 | 0.00% | 299 | 5 | 1.7% | $159 | 加仓 |
| CTA | SIMPLIFY MANAGED | $9,534 | 0.00% | 367 | -48 | -11.6% | -$1,247 | 减仓 |
| CNP | CENTERPOINT ENERGY | $9,537 | 0.00% | 216 | 1 | 0.5% | $44 | 加仓 |
| VEEV | VEEVA SYSTEMS | $9,584 | 0.00% | 54 | 14 | 35.0% | $2,485 | 加仓 |
| CME | CME GROUP | $9,717 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH | $9,762 | 0.00% | 189 | 2 | 1.1% | $103 | 加仓 |
| KALU | KAISER ALUMINUM | $9,782 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY | $9,845 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $9,891 | 0.00% | 315 | 3 | 1.0% | $94 | 加仓 |
| SOLS | SOLSTICE ADVANCED | $1.00万 | 0.00% | 113 | -13 | -10.3% | -$1,152 | 减仓 |