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 |
|---|---|---|---|---|---|---|---|---|
| NBCM | NEUBERGER COMMODITY | $1.41万 | 0.00% | 503 | 10 | 2.0% | $280 | 加仓 |
| BMI | BADGER METER | $1.41万 | 0.00% | 92 | -4 | -4.2% | -$612 | 减仓 |
| JGH | NUVEEN GLOBAL | $1.41万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $1.40万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| AFDM | FIRST TRUST | $1.40万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $1.39万 | 0.00% | 328 | 277 | 543.1% | $1.18万 | 加仓 |
| IYC | ISHARES CONSUMER | $1.39万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES MSCI | $1.38万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | EKSO BIONICS | $1.38万 | 0.00% | 1,299 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES U S | $1.37万 | 0.00% | 184 | 184 | — | $1.37万 | 新建仓 |
| FFIV | F5 INC | $1.36万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $1.36万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT | $1.35万 | 0.00% | 231 | 231 | — | $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 |
| INFY | INFOSYS LTD | $1.35万 | 0.00% | 1,000 | 1,000 | — | $1.35万 | 新建仓 |
| AFL | AFLAC INC | $1.35万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MANU | MANCHESTER UTD | $1.35万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT JB | $1.33万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY | $1.33万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $1.32万 | 0.00% | 312 | 3 | 1.0% | $127 | 加仓 |
| NVR | NVR INC | $1.32万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $1.31万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND | $1.31万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $1.31万 | 0.00% | 69 | -18 | -20.7% | -$3,428 | 减仓 |
| PEN | PENUMBRA INC | $1.31万 | 0.00% | 40 | -4 | -9.1% | -$1,314 | 减仓 |
| SCHH | SCHWAB US | $1.31万 | 0.00% | 609 | -12 | -1.9% | -$258 | 减仓 |
| ALC | ALCON INC | $1.30万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN US | $1.30万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS | $1.30万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $1.30万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA | $1.30万 | 0.00% | 543 | -1,021 | -65.3% | -$2.44万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL | $1.29万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1.29万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS | $1.28万 | 0.00% | 100 | -120 | -54.5% | -$1.54万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.28万 | 0.00% | 85 | -10 | -10.5% | -$1,508 | 减仓 |
| IYF | ISHARES U S | $1.28万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $1.28万 | 0.00% | 96 | 96 | — | $1.28万 | 新建仓 |
| AXTA | AXALTA COATING | $1.28万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1.27万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U S | $1.27万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER | $1.26万 | 0.00% | 231 | 1 | 0.4% | $54 | 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 |
| CTA | SIMPLIFY MANAGED | $1.25万 | 0.00% | 415 | 3 | 0.7% | $91 | 加仓 |
| DOW | DOW INC | $1.24万 | 0.00% | 298 | -47 | -13.6% | -$1,957 | 减仓 |
| CTSH | COGNIZANT TECH | $1.23万 | 0.00% | 201 | 1 | 0.5% | $61 | 加仓 |
| ETR | ENTERGY CORP | $1.23万 | 0.00% | 109 | 1 | 0.9% | $113 | 加仓 |
| CGW | INVESCO S&P | $1.21万 | 0.00% | 189 | -61 | -24.4% | -$3,900 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.21万 | 0.00% | 185 | -33 | -15.1% | -$2,155 | 减仓 |
| DLTR | DOLLAR TREE | $1.20万 | 0.00% | 110 | 54 | 96.4% | $5,913 | 加仓 |
| — | AVALONBAY COMMNTYS | $1.20万 | 0.00% | 73 | -245 | -77.0% | -$4.04万 | 减仓 |
| PINK | SIMPLIFY HEALTH | $1.20万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA | $1.19万 | 0.00% | 251 | 2 | 0.8% | $95 | 加仓 |
| BURL | BURLINGTON STORES | $1.17万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.16万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES ARTIFICIAL | $1.16万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $1.16万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $1.15万 | 0.00% | 56 | -15 | -21.1% | -$3,091 | 减仓 |
| WTAI | WISDOMTREE ARTIFICIAL | $1.15万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS | $1.15万 | 0.00% | 1,070 | 1,070 | — | $1.15万 | 新建仓 |
| AVK | ADVENT CONV | $1.15万 | 0.00% | 1,026 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL | $1.14万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $1.14万 | 0.00% | 280 | -115 | -29.1% | -$4,674 | 减仓 |
| GIL | GILDAN ACTIVEWEAR | $1.14万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $1.13万 | 0.00% | 211 | 1 | 0.5% | $54 | 加仓 |
| BOOT | BOOT BARN | $1.13万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE | $1.11万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.10万 | 0.00% | 162 | -31 | -16.1% | -$2,113 | 减仓 |
| HASI | HA SUSTAINABLE | $1.10万 | 0.00% | 300 | 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 |
| RJF | RAYMOND JAMES | $1.09万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| USVM | VICTORYSHARES US | $1.07万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $1.07万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.07万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY | $1.07万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.06万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE | $1.06万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP | $1.04万 | 0.00% | 143 | 1 | 0.7% | $73 | 加仓 |
| SPYD | STATE STREET | $1.04万 | 0.00% | 227 | -112 | -33.0% | -$5,111 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES | $1.03万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL | $1.02万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P | $1.02万 | 0.00% | 135 | -392 | -74.4% | -$2.95万 | 减仓 |
| FTSL | FIRST TRUST | $1.01万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HOLDINGS | $1.00万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $1.00万 | 0.00% | 111 | -485 | -81.4% | -$4.37万 | 减仓 |
| AMN | AMN HEALTHCARE | $9,904 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS | $9,872 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $9,866 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | GLOBAL CLOUD | $9,750 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $9,747 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $9,722 | 0.00% | 67 | 1 | 1.5% | $145 | 加仓 |
| WDFC | WD 40 | $9,675 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELECTRIC | $9,599 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS SECTOR | $9,598 | 0.00% | 147 | 1 | 0.7% | $65 | 加仓 |
| SOLS | SOLSTICE ADVANCED | $9,596 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL | $9,545 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $9,445 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH | $9,402 | 0.00% | 187 | 1 | 0.5% | $50 | 加仓 |
| QLC | FLEXSHARES U S | $9,396 | 0.00% | 120 | 0 | 0.0% | — | 不变 |