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 |
|---|---|---|---|---|---|---|---|---|
| CTA | SIMPLIFY MANAGED | $1.25万 | 0.00% | 415 | 3 | 0.7% | $91 | 加仓 |
| BUG | GLOBAL X | $1.26万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1.26万 | 0.00% | 225 | 218 | 3,114.3% | $1.22万 | 加仓 |
| BWA | BORG WARNER | $1.26万 | 0.00% | 231 | 1 | 0.4% | $54 | 加仓 |
| IYM | ISHARES U S | $1.27万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1.27万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING | $1.28万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $1.28万 | 0.00% | 96 | 96 | — | $1.28万 | 新建仓 |
| IYF | ISHARES U S | $1.28万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.28万 | 0.00% | 85 | -10 | -10.5% | -$1,508 | 减仓 |
| MTN | VAIL RESORTS | $1.28万 | 0.00% | 100 | -120 | -54.5% | -$1.54万 | 减仓 |
| CGUS | CAPITAL GROUP | $1.29万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL | $1.29万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA | $1.30万 | 0.00% | 543 | -1,021 | -65.3% | -$2.44万 | 减仓 |
| CME | CME GROUP | $1.30万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS | $1.30万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN US | $1.30万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $1.30万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US | $1.31万 | 0.00% | 609 | -12 | -1.9% | -$258 | 减仓 |
| PEN | PENUMBRA INC | $1.31万 | 0.00% | 40 | -4 | -9.1% | -$1,314 | 减仓 |
| DHR | DANAHER CORP | $1.31万 | 0.00% | 69 | -18 | -20.7% | -$3,428 | 减仓 |
| IR | INGERSOLL RAND | $1.31万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $1.31万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.32万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $1.32万 | 0.00% | 312 | 3 | 1.0% | $127 | 加仓 |
| WEC | WEC ENERGY | $1.33万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT JB | $1.33万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MANU | MANCHESTER UTD | $1.35万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $1.35万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $1.35万 | 0.00% | 1,000 | 1,000 | — | $1.35万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $1.35万 | 0.00% | 335 | -3,838 | -92.0% | -$15.48万 | 减仓 |
| VGSH | VANGUARD SHORT | $1.35万 | 0.00% | 231 | 231 | — | $1.35万 | 新建仓 |
| — | DUPONT DE | $1.36万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $1.36万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES U S | $1.37万 | 0.00% | 184 | 184 | — | $1.37万 | 新建仓 |
| — | EKSO BIONICS | $1.38万 | 0.00% | 1,299 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES MSCI | $1.38万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES CONSUMER | $1.39万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $1.39万 | 0.00% | 328 | 277 | 543.1% | $1.18万 | 加仓 |
| AFDM | FIRST TRUST | $1.40万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $1.40万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| JGH | NUVEEN GLOBAL | $1.41万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER | $1.41万 | 0.00% | 92 | -4 | -4.2% | -$612 | 减仓 |
| NBCM | NEUBERGER COMMODITY | $1.41万 | 0.00% | 503 | 10 | 2.0% | $280 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL | $1.43万 | 0.00% | 146 | 19 | 15.0% | $1,858 | 加仓 |
| CLIP | GLOBAL X | $1.43万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.44万 | 0.00% | 639 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS | $1.44万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $1.45万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| CLOA | ISHARES AAA | $1.45万 | 0.00% | 280 | 2 | 0.7% | $104 | 加仓 |
| TMFC | MOTLEY FOOL | $1.45万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR | $1.46万 | 0.00% | 500 | 500 | — | $1.46万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES | $1.47万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK | $1.47万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE | $1.47万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $1.48万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI | $1.50万 | 0.00% | 1,195 | 27 | 2.3% | $338 | 加仓 |
| — | REAL BROKERAGE | $1.50万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET | $1.51万 | 0.00% | 118 | -27 | -18.6% | -$3,451 | 减仓 |
| AFMC | FIRST TRUST | $1.52万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES | $1.53万 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $1.53万 | 0.00% | 67 | -15 | -18.3% | -$3,427 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $1.55万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NXTG | FIRST TRUST | $1.55万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.56万 | 0.00% | 736 | 9 | 1.2% | $190 | 加仓 |
| SKOR | FLEXSHARES CREDIT | $1.56万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL | $1.56万 | 0.00% | 425 | 6 | 1.4% | $221 | 加仓 |
| IAT | ISHARES REGIONAL | $1.57万 | 0.00% | 291 | -4 | -1.4% | -$215 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS | $1.57万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $1.57万 | 0.00% | 322 | 301 | 1,433.3% | $1.47万 | 加仓 |
| MSB | MESABI TRUST CBI | $1.57万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS | $1.58万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TRUST | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $1.58万 | 0.00% | 533 | 533 | — | $1.58万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS | $1.59万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $1.60万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1.61万 | 0.00% | 185 | -150 | -44.8% | -$1.30万 | 减仓 |
| OSK | OSHKOSH CORP | $1.61万 | 0.00% | 109 | 1 | 0.9% | $148 | 加仓 |
| ING | ING GROEP | $1.61万 | 0.00% | 617 | 3 | 0.5% | $78 | 加仓 |
| MGM | MGM RESORTS | $1.62万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1.63万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS | $1.63万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $1.63万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD | $1.64万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE | $1.64万 | 0.00% | 1,811 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS | $1.65万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1.66万 | 0.00% | 176 | 70 | 66.0% | $6,588 | 加仓 |
| XSMO | INVESCO S&P | $1.66万 | 0.00% | 218 | -11,715 | -98.2% | -$89.14万 | 减仓 |
| LKQ | LKQ CORP | $1.66万 | 0.00% | 566 | 6 | 1.1% | $176 | 加仓 |
| D | DOMINION ENERGY | $1.66万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES QUADRATIC | $1.70万 | 0.00% | 906 | -643 | -41.5% | -$1.20万 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED | $1.70万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $1.70万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| CX | CEMEX S A B | $1.72万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $1.72万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL | $1.72万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET | $1.73万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.74万 | 0.00% | 251 | 6 | 2.4% | $416 | 加仓 |
| IXC | ISHARES GLOBAL | $1.76万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X | $1.77万 | 0.00% | 737 | 2 | 0.3% | $48 | 加仓 |