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 |
|---|---|---|---|---|---|---|---|---|
| LRGC | AB U S | $7,350 | 0.00% | 100 | 100 | — | $7,350 | 新建仓 |
| RMD | RESMED INC | $7,446 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $7,446 | 0.00% | 112 | 112 | — | $7,446 | 新建仓 |
| IQV | IQVIA HOLDINGS | $7,504 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY | $7,509 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTL INC | $7,567 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH | $7,610 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK | $7,695 | 0.00% | 335 | -1,274 | -79.2% | -$2.93万 | 减仓 |
| BSM | BLACK STONE | $7,787 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY | $7,917 | 0.00% | 225 | 2 | 0.9% | $70 | 加仓 |
| FXL | FIRST TRUST | $7,944 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $8,014 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE | $8,035 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET | $8,062 | 0.00% | 174 | -3 | -1.7% | -$139 | 减仓 |
| GME | GAMESTOP CORP | $8,064 | 0.00% | 350 | 250 | 250.0% | $5,760 | 加仓 |
| — | SEVEN HILLS | $8,072 | 0.00% | 982 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP | $8,152 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $8,170 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET | $8,183 | 0.00% | 2,056 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING | $8,187 | 0.00% | 124 | -2,021 | -94.2% | -$13.34万 | 减仓 |
| IYG | ISHARES U S | $8,201 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $8,228 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI | $8,244 | 0.00% | 1,200 | -1,515 | -55.8% | -$1.04万 | 减仓 |
| HDB | HDFC BANK | $8,434 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS | $8,499 | 0.00% | 115 | -8 | -6.5% | -$591 | 减仓 |
| — | INVESCO S&P | $8,590 | 0.00% | 182 | -4 | -2.2% | -$189 | 减仓 |
| W | WAYFAIR INC | $8,649 | 0.00% | 115 | -100 | -46.5% | -$7,521 | 减仓 |
| ENSG | ENSIGN GROUP | $8,694 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $8,717 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY | $8,784 | 0.00% | 470 | -10 | -2.1% | -$187 | 减仓 |
| FQAL | FIDELITY QUALITY | $8,785 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING | $8,811 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENERAL CORP NEW | $8,815 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE | $8,888 | 0.00% | 45 | 4 | 9.8% | $790 | 加仓 |
| MDLN | MEDLINE INC | $8,900 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY | $8,963 | 0.00% | 337 | 1 | 0.3% | $27 | 加仓 |
| ATO | ATMOS ENERGY CORP | $9,154 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $9,207 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR | $9,215 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY | $9,297 | 0.00% | 215 | 1 | 0.5% | $43 | 加仓 |
| — | US GOLDMINING | $9,304 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL | $9,378 | 0.00% | 395 | 85 | 27.4% | $2,018 | 加仓 |
| — | EATON VANCE | $9,380 | 0.00% | 650 | 10 | 1.6% | $144 | 加仓 |
| JPME | JPMORGAN DIVERSIFIED | $9,391 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| QLC | FLEXSHARES U S | $9,396 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH | $9,402 | 0.00% | 187 | 1 | 0.5% | $50 | 加仓 |
| ARKQ | ARK AUTONOMOUS | $9,445 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL | $9,545 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $9,596 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS SECTOR | $9,598 | 0.00% | 147 | 1 | 0.7% | $65 | 加仓 |
| NVT | NVENT ELECTRIC | $9,599 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 | $9,675 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $9,722 | 0.00% | 67 | 1 | 1.5% | $145 | 加仓 |
| RELX | RELX PLC | $9,747 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | GLOBAL CLOUD | $9,750 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $9,866 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS | $9,872 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE | $9,904 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $1.00万 | 0.00% | 111 | -485 | -81.4% | -$4.37万 | 减仓 |
| HSBC | HSBC HOLDINGS | $1.00万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST | $1.01万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P | $1.02万 | 0.00% | 135 | -392 | -74.4% | -$2.95万 | 减仓 |
| JBTM | JBT MAREL | $1.02万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES | $1.03万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET | $1.04万 | 0.00% | 227 | -112 | -33.0% | -$5,111 | 减仓 |
| BHP | BHP GROUP | $1.04万 | 0.00% | 143 | 1 | 0.7% | $73 | 加仓 |
| ABG | ASBURY AUTOMOTIVE | $1.06万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.06万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY | $1.07万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.07万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $1.07万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| USVM | VICTORYSHARES US | $1.07万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES | $1.09万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| APG | API GROUP | $1.09万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE | $1.09万 | 0.00% | 183 | 99 | 117.9% | $5,918 | 加仓 |
| HASI | HA SUSTAINABLE | $1.10万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.10万 | 0.00% | 162 | -31 | -16.1% | -$2,113 | 减仓 |
| UFOX | DEFIANCE CONNECTIVE | $1.11万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN | $1.13万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $1.13万 | 0.00% | 211 | 1 | 0.5% | $54 | 加仓 |
| GIL | GILDAN ACTIVEWEAR | $1.14万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $1.14万 | 0.00% | 280 | -115 | -29.1% | -$4,674 | 减仓 |
| LOGI | LOGITECH INTL | $1.14万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV | $1.15万 | 0.00% | 1,026 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS | $1.15万 | 0.00% | 1,070 | 1,070 | — | $1.15万 | 新建仓 |
| WTAI | WISDOMTREE ARTIFICIAL | $1.15万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $1.15万 | 0.00% | 56 | -15 | -21.1% | -$3,091 | 减仓 |
| VTIP | VANGUARD SHORT | $1.16万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES ARTIFICIAL | $1.16万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.16万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES | $1.17万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA | $1.19万 | 0.00% | 251 | 2 | 0.8% | $95 | 加仓 |
| PINK | SIMPLIFY HEALTH | $1.20万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY COMMNTYS | $1.20万 | 0.00% | 73 | -245 | -77.0% | -$4.04万 | 减仓 |
| DLTR | DOLLAR TREE | $1.20万 | 0.00% | 110 | 54 | 96.4% | $5,913 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.21万 | 0.00% | 185 | -33 | -15.1% | -$2,155 | 减仓 |
| CGW | INVESCO S&P | $1.21万 | 0.00% | 189 | -61 | -24.4% | -$3,900 | 减仓 |
| ETR | ENTERGY CORP | $1.23万 | 0.00% | 109 | 1 | 0.9% | $113 | 加仓 |
| CTSH | COGNIZANT TECH | $1.23万 | 0.00% | 201 | 1 | 0.5% | $61 | 加仓 |
| DOW | DOW INC | $1.24万 | 0.00% | 298 | -47 | -13.6% | -$1,957 | 减仓 |