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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP | $1.77万 | 0.00% | 24 | 24 | — | $1.77万 | 新建仓 |
| KLAC | KLA CORP | $1.77万 | 0.00% | 12 | -14 | -53.8% | -$2.07万 | 减仓 |
| — | HENNESSY SUSTAINABLE | $1.77万 | 0.00% | 522 | -8 | -1.5% | -$272 | 减仓 |
| Q | QNITY ELECTRONICS | $1.78万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PATN | PACERS NASDAQ | $1.79万 | 0.00% | 630 | 630 | — | $1.79万 | 新建仓 |
| ESS | ESSEX PROPERTY | $1.79万 | 0.00% | 74 | 74 | — | $1.79万 | 新建仓 |
| FITB | FIFTH THIRD | $1.80万 | 0.00% | 386 | 2 | 0.5% | $93 | 加仓 |
| GPC | GENUINE PARTS | $1.80万 | 0.00% | 170 | -98 | -36.6% | -$1.04万 | 减仓 |
| — | GLOBAL X | $1.80万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| — | TEUCRIUM CORN | $1.81万 | 0.00% | 984 | 984 | — | $1.81万 | 新建仓 |
| — | TEUCRIUM WHEAT | $1.82万 | 0.00% | 772 | 772 | — | $1.82万 | 新建仓 |
| CDNS | CADENCE DESIGN | $1.83万 | 0.00% | 66 | -29 | -30.5% | -$8,058 | 减仓 |
| IFLN | INVESCO BLOOMBERG | $1.83万 | 0.00% | 1,022 | 10 | 1.0% | $179 | 加仓 |
| — | ISHARES ETHEREUM | $1.83万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES | $1.86万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS | $1.86万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET | $1.86万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE | $1.86万 | 0.00% | 356 | 2 | 0.6% | $105 | 加仓 |
| SOFI | SOFI TECHNOLOGIES | $1.91万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN | $1.91万 | 0.00% | 244 | 2 | 0.8% | $156 | 加仓 |
| SBH | SALLY BEAUTY | $1.92万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.94万 | 0.00% | 502 | 43 | 9.4% | $1,661 | 加仓 |
| RUN | SUNRUN INC | $1.94万 | 0.00% | 1,430 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $1.95万 | 0.00% | 311 | 1 | 0.3% | $63 | 加仓 |
| FLKR | FRANKLIN FTSE | $1.96万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST | $1.97万 | 0.00% | 450 | 3 | 0.7% | $131 | 加仓 |
| — | FIRST TRUST | $1.97万 | 0.00% | 1,102 | 4 | 0.4% | $71 | 加仓 |
| CF | CF INDUSTRIES | $1.98万 | 0.00% | 152 | 1 | 0.7% | $130 | 加仓 |
| CAL | CALERES INC | $1.98万 | 0.00% | 1,883 | 1 | 0.1% | $11 | 加仓 |
| — | ALIGOS THERAPEUTICS | $1.99万 | 0.00% | 2,674 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.99万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2.00万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH | $2.00万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $2.02万 | 0.00% | 1,339 | -8 | -0.6% | -$120 | 减仓 |
| J | JACOBS SOLUTIONS | $2.02万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA | $2.02万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BALI | ISHARES U S | $2.06万 | 0.00% | 667 | 16 | 2.5% | $493 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $2.06万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.07万 | 0.00% | 164 | -9 | -5.2% | -$1,137 | 减仓 |
| COR | CENCORA INC | $2.08万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TRUST | $2.09万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2.09万 | 0.00% | 367 | -1,159 | -76.0% | -$6.61万 | 减仓 |
| TPR | TAPESTRY INC | $2.10万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2.10万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS | $2.10万 | 0.00% | 1,136 | 7 | 0.6% | $130 | 加仓 |
| CELH | CELSIUS HOLDINGS | $2.10万 | 0.00% | 593 | -50 | -7.8% | -$1,774 | 减仓 |
| SCHP | SCHWAB US | $2.12万 | 0.00% | 798 | 779 | 4,100.0% | $2.07万 | 加仓 |
| CR | CRANE CO | $2.14万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTL | $2.14万 | 0.00% | 227 | 1 | 0.4% | $94 | 加仓 |
| MAS | MASCO CORP | $2.20万 | 0.00% | 363 | 2 | 0.6% | $121 | 加仓 |
| RLI | RLI CORP | $2.20万 | 0.00% | 385 | 1 | 0.3% | $57 | 加仓 |
| HLI | HOULIHAN LOKEY | $2.21万 | 0.00% | 154 | 1 | 0.7% | $144 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $2.21万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $2.23万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA | $2.24万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 | $2.24万 | 0.00% | 988 | -10 | -1.0% | -$227 | 减仓 |
| IGIB | ISHARES 5-10 YEAR | $2.24万 | 0.00% | 421 | 3 | 0.7% | $160 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.25万 | 0.00% | 13 | -3 | -18.8% | -$5,187 | 减仓 |
| XCEM | COLUMBIA EM | $2.27万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $2.30万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $2.30万 | 0.00% | 65 | -20 | -23.5% | -$7,088 | 减仓 |
| PCG | PG&E CORP | $2.31万 | 0.00% | 1,315 | 735 | 126.7% | $1.29万 | 加仓 |
| MRSH | MARSH | $2.32万 | 0.00% | 133 | -13 | -8.9% | -$2,263 | 减仓 |
| AWI | ARMSTRONG WORLD | $2.32万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $2.33万 | 0.00% | 767 | 5 | 0.7% | $152 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS | $2.34万 | 0.00% | 1,015 | 6 | 0.6% | $139 | 加仓 |
| VNOM | VIPER ENERGY | $2.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TRUST | $2.35万 | 0.00% | 1,179 | -11,396 | -90.6% | -$22.75万 | 减仓 |
| VDC | VANGUARD CONSUMER | $2.35万 | 0.00% | 104 | -1,216 | -92.1% | -$27.52万 | 减仓 |
| HCA | HCA HEALTHCARE | $2.37万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $2.39万 | 0.00% | 116 | -58 | -33.3% | -$1.19万 | 减仓 |
| — | BLACKROCK ENERGY | $2.39万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES | $2.41万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | PUTNAM FRANKLIN | $2.43万 | 0.00% | 3,336 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD CORE | $2.44万 | 0.00% | 315 | 315 | — | $2.44万 | 新建仓 |
| RRX | REGAL REXNORD | $2.44万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA | $2.46万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN | $2.46万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $2.46万 | 0.00% | 297 | -829 | -73.6% | -$6.88万 | 减仓 |
| ITB | ISHARES U S | $2.48万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $2.51万 | 0.00% | 784 | -500 | -38.9% | -$1.60万 | 减仓 |
| DVN | DEVON ENERGY | $2.52万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.54万 | 0.00% | 230 | 1 | 0.4% | $110 | 加仓 |
| VMBS | VANGUARD MORTGAGE | $2.54万 | 0.00% | 540 | -4,589 | -89.5% | -$21.56万 | 减仓 |
| BMRC | BANK MARIN | $2.56万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $2.56万 | 0.00% | 303 | 1 | 0.3% | $85 | 加仓 |
| ARW | ARROW ELECTRONICS | $2.57万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET | $2.57万 | 0.00% | 1,036 | 8 | 0.8% | $198 | 加仓 |
| VKTX | VIKING THERAPEUTICS | $2.57万 | 0.00% | 790 | -340 | -30.1% | -$1.11万 | 减仓 |
| — | SILA REALTY | $2.58万 | 0.00% | 1,088 | 17 | 1.6% | $403 | 加仓 |
| USXF | ISHARES ESG | $2.59万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE | $2.59万 | 0.00% | 2,871 | 8 | 0.3% | $72 | 加仓 |
| ILMN | ILLUMINA INC | $2.61万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIFORNIA MUNI | $2.63万 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.63万 | 0.00% | 228 | -132 | -36.7% | -$1.52万 | 减仓 |
| QUS | STATE STREET | $2.64万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST | $2.64万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $2.66万 | 0.00% | 442 | 3 | 0.7% | $180 | 加仓 |
| COPX | GLOBAL X | $2.66万 | 0.00% | 348 | 8 | 2.4% | $611 | 加仓 |
| RBC | RBC BEARINGS | $2.66万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |