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 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $2.53万 | 0.00% | 466 | -50 | -9.7% | -$2,719 | 减仓 |
| VOOG | VANGUARD S&P | $2.53万 | 0.00% | 306 | -528 | -63.3% | -$4.36万 | 减仓 |
| CG | CARLYLE GROUP | $2.53万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2.52万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $2.52万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.51万 | 0.00% | 209 | -19 | -8.3% | -$2,286 | 减仓 |
| VDE | VANGUARD ENERGY | $2.51万 | 0.00% | 167 | 4 | 2.5% | $601 | 加仓 |
| ES | EVERSOURCE ENERGY | $2.50万 | 0.00% | 345 | 94 | 37.5% | $6,802 | 加仓 |
| CHKP | CHECK POINT | $2.48万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | PUTNAM FRANKLIN | $2.48万 | 0.00% | 3,336 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC | $2.47万 | 0.00% | 1,995 | 112 | 5.9% | $1,385 | 加仓 |
| VCRB | VANGUARD CORE | $2.43万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL | $2.42万 | 0.00% | 70 | 7 | 11.1% | $2,418 | 加仓 |
| APCB | ACTIVEPASSIVE CORE | $2.41万 | 0.00% | 818 | 818 | — | $2.41万 | 新建仓 |
| SH | PROSHARES SHORT | $2.39万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS | $2.38万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TRUST | $2.38万 | 0.00% | 1,188 | 9 | 0.8% | $180 | 加仓 |
| FDM | FIRST TRUST | $2.37万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $2.37万 | 0.00% | 778 | 11 | 1.4% | $335 | 加仓 |
| AME | AMETEK INC | $2.37万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $2.37万 | 0.00% | 400 | 15 | 3.9% | $888 | 加仓 |
| NGVC | NATURAL GROCERS | $2.37万 | 0.00% | 762 | 44 | 6.1% | $1,366 | 加仓 |
| PATN | PACERS NASDAQ | $2.34万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET | $2.32万 | 0.00% | 137 | 1 | 0.7% | $170 | 加仓 |
| XTN | STATE STREET | $2.31万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BALI | ISHARES U S | $2.30万 | 0.00% | 680 | 13 | 1.9% | $440 | 加仓 |
| GGG | GRACO INC | $2.30万 | 0.00% | 304 | 1 | 0.3% | $76 | 加仓 |
| FXI | ISHARES CHINA | $2.29万 | 0.00% | 725 | -400 | -35.6% | -$1.26万 | 减仓 |
| — | GLOBAL X | $2.28万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $2.27万 | 0.00% | 1,308 | -31 | -2.3% | -$538 | 减仓 |
| IGIB | ISHARES 5-10 YEAR | $2.27万 | 0.00% | 426 | 5 | 1.2% | $266 | 加仓 |
| SCHI | SCHWAB 5-10 | $2.27万 | 0.00% | 1,000 | 12 | 1.2% | $272 | 加仓 |
| AWI | ARMSTRONG WORLD | $2.26万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR | $2.21万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS | $2.16万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY | $2.16万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.12万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY | $2.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NXTG | FIRST TRUST | $2.12万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.10万 | 0.00% | 56 | -42 | -42.9% | -$1.58万 | 减仓 |
| HLI | HOULIHAN LOKEY | $2.08万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY | $2.08万 | 0.00% | 313 | 2 | 0.6% | $133 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.04万 | 0.00% | 12 | -1 | -7.7% | -$1,697 | 减仓 |
| MSGE | MADISON SQUARE | $2.02万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH | $2.02万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $2.00万 | 0.00% | 59 | -6 | -9.2% | -$2,037 | 减仓 |
| J | JACOBS SOLUTIONS | $2.00万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X | $2.00万 | 0.00% | 657 | -80 | -10.9% | -$2,432 | 减仓 |
| PCG | PG&E CORP | $1.99万 | 0.00% | 1,184 | -131 | -10.0% | -$2,203 | 减仓 |
| ING | ING GROEP | $1.99万 | 0.00% | 633 | 16 | 2.6% | $502 | 加仓 |
| GLDM | SPDR GOLD | $1.99万 | 0.00% | 250 | 250 | — | $1.99万 | 新建仓 |
| BCS | BARCLAYS PLC | $1.98万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST | $1.97万 | 0.00% | 453 | 3 | 0.7% | $131 | 加仓 |
| CGCB | CAPITAL GROUP | $1.96万 | 0.00% | 750 | 750 | — | $1.96万 | 新建仓 |
| SBH | SALLY BEAUTY | $1.96万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $1.96万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL | $1.93万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $1.91万 | 0.00% | 46 | -5 | -9.8% | -$2,076 | 减仓 |
| BUG | GLOBAL X | $1.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.90万 | 0.00% | 130 | -18 | -12.2% | -$2,637 | 减仓 |
| RUN | SUNRUN INC | $1.90万 | 0.00% | 1,420 | -10 | -0.7% | -$134 | 减仓 |
| PHM | PULTEGROUP INC | $1.89万 | 0.00% | 138 | -146 | -51.4% | -$2.00万 | 减仓 |
| — | ABRDN WORLD | $1.88万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.87万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.86万 | 0.00% | 788 | 149 | 23.3% | $3,522 | 加仓 |
| MANU | MANCHESTER UTD | $1.83万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT JB | $1.82万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET | $1.82万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES REGIONAL | $1.82万 | 0.00% | 292 | 1 | 0.3% | $62 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES | $1.82万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE | $1.80万 | 0.00% | 46 | -4 | -8.0% | -$1,568 | 减仓 |
| RRR | RED ROCK | $1.80万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER | $1.79万 | 0.00% | 589 | 489 | 489.0% | $1.48万 | 重新持有 |
| MUNI | PIMCO INTERMEDIATE | $1.78万 | 0.00% | 338 | -18 | -5.1% | -$949 | 减仓 |
| MUSA | MURPHY USA | $1.78万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.76万 | 0.00% | 1,109 | 7 | 0.6% | $111 | 加仓 |
| AFMC | FIRST TRUST | $1.76万 | 0.00% | 429 | 1 | 0.2% | $41 | 加仓 |
| AMN | AMN HEALTHCARE | $1.75万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.74万 | 0.00% | 228 | 66 | 40.7% | $5,026 | 加仓 |
| DGX | QUEST DIAGNOSTICS | $1.72万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING | $1.71万 | 0.00% | 255 | 131 | 105.6% | $8,808 | 加仓 |
| AKRE | PROFESSIONALLY MANAGED | $1.71万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| — | TEUCRIUM WHEAT | $1.70万 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.68万 | 0.00% | 504 | 2 | 0.4% | $67 | 加仓 |
| TMFC | MOTLEY FOOL | $1.68万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES MSCI | $1.68万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES | $1.66万 | 0.00% | 153 | 1 | 0.7% | $109 | 加仓 |
| DD | DUPONT DE | $1.65万 | 0.00% | 121 | -175 | -59.1% | -$2.39万 | 减仓 |
| — | TEUCRIUM CORN | $1.65万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME | $1.65万 | 0.00% | 1,490 | -8,387 | -84.9% | -$9.28万 | 减仓 |
| ZTS | ZOETIS INC | $1.63万 | 0.00% | 227 | -31 | -12.0% | -$2,229 | 减仓 |
| SPHQ | INVESCO S&P | $1.63万 | 0.00% | 181 | 46 | 34.1% | $4,145 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $1.63万 | 0.00% | 382 | -271 | -41.5% | -$1.16万 | 减仓 |
| GGOV | BLACKROCK ISHARES | $1.63万 | 0.00% | 324 | 324 | — | $1.63万 | 新建仓 |
| FMHI | FIRST TRUST | $1.60万 | 0.00% | 329 | 104 | 46.2% | $5,043 | 加仓 |
| AMG | AFFILIATED MANAGERS | $1.59万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HOLDINGS | $1.59万 | 0.00% | 543 | -50 | -8.4% | -$1,464 | 减仓 |
| AXTA | AXALTA COATING | $1.58万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES QUADRATIC | $1.57万 | 0.00% | 906 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO BLOOMBERG | $1.56万 | 0.00% | 854 | -168 | -16.4% | -$3,076 | 减仓 |