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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $2.10万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $2.10万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2.09万 | 0.00% | 367 | -1,159 | -76.0% | -$6.61万 | 减仓 |
| FDM | FIRST TRUST | $2.09万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.08万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.07万 | 0.00% | 164 | -9 | -5.2% | -$1,137 | 减仓 |
| MOAT | VANECK MORNINGSTAR | $2.06万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| BALI | ISHARES U S | $2.06万 | 0.00% | 667 | 16 | 2.5% | $493 | 加仓 |
| WSM | WILLIAMS SONOMA | $2.02万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS | $2.02万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $2.02万 | 0.00% | 1,339 | -8 | -0.6% | -$120 | 减仓 |
| SCYB | SCHWAB HIGH | $2.00万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2.00万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.99万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | ALIGOS THERAPEUTICS | $1.99万 | 0.00% | 2,674 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC | $1.98万 | 0.00% | 1,883 | 1 | 0.1% | $11 | 加仓 |
| CF | CF INDUSTRIES | $1.98万 | 0.00% | 152 | 1 | 0.7% | $130 | 加仓 |
| — | FIRST TRUST | $1.97万 | 0.00% | 1,102 | 4 | 0.4% | $71 | 加仓 |
| EMLP | FIRST TRUST | $1.97万 | 0.00% | 450 | 3 | 0.7% | $131 | 加仓 |
| FLKR | FRANKLIN FTSE | $1.96万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $1.95万 | 0.00% | 311 | 1 | 0.3% | $63 | 加仓 |
| RUN | SUNRUN INC | $1.94万 | 0.00% | 1,430 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.94万 | 0.00% | 502 | 43 | 9.4% | $1,661 | 加仓 |
| SBH | SALLY BEAUTY | $1.92万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN | $1.91万 | 0.00% | 244 | 2 | 0.8% | $156 | 加仓 |
| SOFI | SOFI TECHNOLOGIES | $1.91万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE | $1.86万 | 0.00% | 356 | 2 | 0.6% | $105 | 加仓 |
| XTN | STATE STREET | $1.86万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS | $1.86万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES | $1.86万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM | $1.83万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO BLOOMBERG | $1.83万 | 0.00% | 1,022 | 10 | 1.0% | $179 | 加仓 |
| CDNS | CADENCE DESIGN | $1.83万 | 0.00% | 66 | -29 | -30.5% | -$8,058 | 减仓 |
| — | TEUCRIUM WHEAT | $1.82万 | 0.00% | 772 | 772 | — | $1.82万 | 新建仓 |
| — | TEUCRIUM CORN | $1.81万 | 0.00% | 984 | 984 | — | $1.81万 | 新建仓 |
| — | GLOBAL X | $1.80万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS | $1.80万 | 0.00% | 170 | -98 | -36.6% | -$1.04万 | 减仓 |
| FITB | FIFTH THIRD | $1.80万 | 0.00% | 386 | 2 | 0.5% | $93 | 加仓 |
| ESS | ESSEX PROPERTY | $1.79万 | 0.00% | 74 | 74 | — | $1.79万 | 新建仓 |
| PATN | PACERS NASDAQ | $1.79万 | 0.00% | 630 | 630 | — | $1.79万 | 新建仓 |
| Q | QNITY ELECTRONICS | $1.78万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | HENNESSY SUSTAINABLE | $1.77万 | 0.00% | 522 | -8 | -1.5% | -$272 | 减仓 |
| KLAC | KLA CORP | $1.77万 | 0.00% | 12 | -14 | -53.8% | -$2.07万 | 减仓 |
| EME | EMCOR GROUP | $1.77万 | 0.00% | 24 | 24 | — | $1.77万 | 新建仓 |
| DTCR | GLOBAL X | $1.77万 | 0.00% | 737 | 2 | 0.3% | $48 | 加仓 |
| IXC | ISHARES GLOBAL | $1.76万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.74万 | 0.00% | 251 | 6 | 2.4% | $416 | 加仓 |
| STT | STATE STREET | $1.73万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL | $1.72万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $1.72万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| CX | CEMEX S A B | $1.72万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $1.70万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED | $1.70万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES QUADRATIC | $1.70万 | 0.00% | 906 | -643 | -41.5% | -$1.20万 | 减仓 |
| D | DOMINION ENERGY | $1.66万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $1.66万 | 0.00% | 566 | 6 | 1.1% | $176 | 加仓 |
| XSMO | INVESCO S&P | $1.66万 | 0.00% | 218 | -11,715 | -98.2% | -$89.14万 | 减仓 |
| INCY | INCYTE CORP | $1.66万 | 0.00% | 176 | 70 | 66.0% | $6,588 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS | $1.65万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE | $1.64万 | 0.00% | 1,811 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD | $1.64万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $1.63万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS | $1.63万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1.63万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $1.62万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP | $1.61万 | 0.00% | 617 | 3 | 0.5% | $78 | 加仓 |
| OSK | OSHKOSH CORP | $1.61万 | 0.00% | 109 | 1 | 0.9% | $148 | 加仓 |
| LEN | LENNAR CORP | $1.61万 | 0.00% | 185 | -150 | -44.8% | -$1.30万 | 减仓 |
| HIG | HARTFORD INSURANCE | $1.60万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $1.59万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $1.58万 | 0.00% | 533 | 533 | — | $1.58万 | 新建仓 |
| FCG | FIRST TRUST | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS | $1.58万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TRUST CBI | $1.57万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $1.57万 | 0.00% | 322 | 301 | 1,433.3% | $1.47万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS | $1.57万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES REGIONAL | $1.57万 | 0.00% | 291 | -4 | -1.4% | -$215 | 减仓 |
| — | PACER INDUSTRIAL | $1.56万 | 0.00% | 425 | 6 | 1.4% | $221 | 加仓 |
| SKOR | FLEXSHARES CREDIT | $1.56万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.56万 | 0.00% | 736 | 9 | 1.2% | $190 | 加仓 |
| NXTG | FIRST TRUST | $1.55万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $1.55万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $1.53万 | 0.00% | 67 | -15 | -18.3% | -$3,427 | 减仓 |
| AAL | AMERICAN AIRLINES | $1.53万 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| AFMC | FIRST TRUST | $1.52万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET | $1.51万 | 0.00% | 118 | -27 | -18.6% | -$3,451 | 减仓 |
| — | REAL BROKERAGE | $1.50万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI | $1.50万 | 0.00% | 1,195 | 27 | 2.3% | $338 | 加仓 |
| PHO | INVESCO WATER | $1.48万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE | $1.47万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK | $1.47万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES | $1.47万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR | $1.46万 | 0.00% | 500 | 500 | — | $1.46万 | 新建仓 |
| TMFC | MOTLEY FOOL | $1.45万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| CLOA | ISHARES AAA | $1.45万 | 0.00% | 280 | 2 | 0.7% | $104 | 加仓 |
| BTI | BRITISH AMERN | $1.45万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS | $1.44万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.44万 | 0.00% | 639 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X | $1.43万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $1.43万 | 0.00% | 146 | 19 | 15.0% | $1,858 | 加仓 |