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 |
|---|---|---|---|---|---|---|---|---|
| JPME | JPMORGAN DIVERSIFIED | $9,391 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE | $9,380 | 0.00% | 650 | 10 | 1.6% | $144 | 加仓 |
| APLD | APPLIED DIGITAL | $9,378 | 0.00% | 395 | 85 | 27.4% | $2,018 | 加仓 |
| — | US GOLDMINING | $9,304 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY | $9,297 | 0.00% | 215 | 1 | 0.5% | $43 | 加仓 |
| KDP | KEURIG DR | $9,215 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $9,207 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $9,154 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY | $8,963 | 0.00% | 337 | 1 | 0.3% | $27 | 加仓 |
| MDLN | MEDLINE INC | $8,900 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE | $8,888 | 0.00% | 45 | 4 | 9.8% | $790 | 加仓 |
| MCY | MERCURY GENERAL CORP NEW | $8,815 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING | $8,811 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY | $8,785 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY | $8,784 | 0.00% | 470 | -10 | -2.1% | -$187 | 减仓 |
| CROX | CROCS INC | $8,717 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP | $8,694 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $8,649 | 0.00% | 115 | -100 | -46.5% | -$7,521 | 减仓 |
| — | INVESCO S&P | $8,590 | 0.00% | 182 | -4 | -2.2% | -$189 | 减仓 |
| QSR | RESTAURANT BRANDS | $8,499 | 0.00% | 115 | -8 | -6.5% | -$591 | 减仓 |
| HDB | HDFC BANK | $8,434 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI | $8,244 | 0.00% | 1,200 | -1,515 | -55.8% | -$1.04万 | 减仓 |
| — | GLOBAL X | $8,228 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES U S | $8,201 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING | $8,187 | 0.00% | 124 | -2,021 | -94.2% | -$13.34万 | 减仓 |
| — | WESTERN ASSET | $8,183 | 0.00% | 2,056 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $8,170 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP | $8,152 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | SEVEN HILLS | $8,072 | 0.00% | 982 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $8,064 | 0.00% | 350 | 250 | 250.0% | $5,760 | 加仓 |
| VSXY | VICTORIAS SECRET | $8,062 | 0.00% | 174 | -3 | -1.7% | -$139 | 减仓 |
| MSGK | MADISON SQUARE | $8,035 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $8,014 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $7,944 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY | $7,917 | 0.00% | 225 | 2 | 0.9% | $70 | 加仓 |
| BSM | BLACK STONE | $7,787 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK | $7,695 | 0.00% | 335 | -1,274 | -79.2% | -$2.93万 | 减仓 |
| CAH | CARDINAL HEALTH | $7,610 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTL INC | $7,567 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY | $7,509 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HOLDINGS | $7,504 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $7,446 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $7,446 | 0.00% | 112 | 112 | — | $7,446 | 新建仓 |
| LRGC | AB U S | $7,350 | 0.00% | 100 | 100 | — | $7,350 | 新建仓 |
| STE | STERIS PLC | $7,337 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY | $7,321 | 0.00% | 46 | -7 | -13.2% | -$1,114 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $7,278 | 0.00% | 123 | -262 | -68.1% | -$1.55万 | 减仓 |
| — | ISHARES HIGH | $7,256 | 0.00% | 245 | 3 | 1.2% | $89 | 加仓 |
| VOT | VANGUARD MID | $7,214 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL | $7,211 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK JPM | $7,144 | 0.00% | 284 | 3 | 1.1% | $75 | 加仓 |
| KYN | KAYNE ANDERSON | $7,140 | 0.00% | 500 | -269 | -35.0% | -$3,841 | 减仓 |
| ISHG | ISHARES 1-3 | $7,122 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE | $7,085 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $7,069 | 0.00% | 191 | 191 | — | $7,069 | 新建仓 |
| STX | SEAGATE TECHNOLOGY | $7,052 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG | $7,040 | 0.00% | 141 | 141 | — | $7,040 | 新建仓 |
| VEEV | VEEVA SYSTEMS | $7,026 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING | $7,008 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON | $6,996 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS | $6,988 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $6,920 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $6,881 | 0.00% | 71 | -15 | -17.4% | -$1,454 | 减仓 |
| TEAM | ATLASSIAN CORP | $6,825 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE | $6,789 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES CORE | $6,773 | 0.00% | 154 | 1 | 0.7% | $44 | 加仓 |
| GPN | GLOBAL PAYMENTS | $6,730 | 0.00% | 100 | 91 | 1,011.1% | $6,124 | 重新持有 |
| PODD | INSULET CORP | $6,715 | 0.00% | 32 | -64 | -66.7% | -$1.34万 | 减仓 |
| WY | WEYERHAEUSER CO | $6,672 | 0.00% | 273 | 3 | 1.1% | $73 | 加仓 |
| SLVM | SYLVAMO CORP | $6,650 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $6,588 | 0.00% | 153 | 82 | 115.5% | $3,531 | 加仓 |
| FELC | FIDELITY ENHANCED | $6,528 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | THOR EQUAL | $6,510 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL | $6,454 | 0.00% | 145 | 12 | 9.0% | $534 | 加仓 |
| AMTM | AMENTUM HOLDINGS | $6,416 | 0.00% | 246 | 85 | 52.8% | $2,217 | 加仓 |
| TROW | T ROWE | $6,404 | 0.00% | 71 | -220 | -75.6% | -$1.98万 | 减仓 |
| PR | PERMIAN RESOURCES | $6,396 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS | $6,267 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6,166 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS | $6,138 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET | $6,106 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINUM | $6,026 | 0.00% | 50 | 50 | — | $6,026 | 新建仓 |
| FLOT | ISHARES FLOATING | $6,015 | 0.00% | 118 | 1 | 0.9% | $51 | 加仓 |
| CDW | CDW CORP | $5,986 | 0.00% | 49 | -29 | -37.2% | -$3,543 | 减仓 |
| EUFN | ISHARES MSCI | $5,952 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $5,935 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR | $5,823 | 0.00% | 985 | 250 | 34.0% | $1,478 | 加仓 |
| USRT | ISHARES CORE | $5,782 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $5,760 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH | $5,738 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN | $5,731 | 0.00% | 6,200 | 3,670 | 145.1% | $3,392 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES | $5,716 | 0.00% | 365 | 3 | 0.8% | $47 | 加仓 |
| TWLO | TWILIO INC | $5,662 | 0.00% | 45 | -30 | -40.0% | -$3,775 | 减仓 |
| KMX | CARMAX INC | $5,613 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ | $5,601 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD | $5,589 | 0.00% | 151 | -193 | -56.1% | -$7,144 | 减仓 |
| DFIS | DIMENSIONAL INTL | $5,589 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $5,507 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUSSELL | $5,497 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LCTD | BLACKROCK ISHARES | $5,473 | 0.00% | 99 | 0 | 0.0% | — | 不变 |