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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN | $5,459 | 0.00% | 182 | -52 | -22.2% | -$1,560 | 减仓 |
| — | INVESCO INDIA | $5,440 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO DORSEY | $5,433 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $5,429 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $5,391 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY | $5,307 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $5,254 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $5,242 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $5,213 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES | $5,152 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $5,100 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $5,095 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS | $5,078 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,027 | 0.00% | 372 | 7 | 1.9% | $95 | 加仓 |
| THO | THOR INDUSTRIES | $5,001 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $4,993 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS | $4,952 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $4,929 | 0.00% | 50 | -425 | -89.5% | -$4.19万 | 减仓 |
| KBWB | INVESCO KBW | $4,906 | 0.00% | 62 | -3 | -4.6% | -$237 | 减仓 |
| PTC | PTC INC | $4,844 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $4,840 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS | $4,826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB | $4,819 | 0.00% | 245 | 245 | — | $4,819 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $4,781 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES | $4,715 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORTGAGE | $4,679 | 0.00% | 94 | 94 | — | $4,679 | 新建仓 |
| TD | TORONTO DOMINION | $4,666 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $4,649 | 0.00% | 70 | -100 | -58.8% | -$6,641 | 减仓 |
| EUSB | ISHARES ESG | $4,568 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $4,557 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES ULTA | $4,520 | 0.00% | 115 | 115 | — | $4,520 | 新建仓 |
| IGRO | ISHARES INTL | $4,440 | 0.00% | 53 | -26,508 | -99.8% | -$222.07万 | 减仓 |
| LRN | STRIDE INC | $4,409 | 0.00% | 50 | -57 | -53.3% | -$5,026 | 减仓 |
| SNEX | STONEX GROUP | $4,355 | 0.00% | 54 | 18 | 50.0% | $1,452 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL | $4,323 | 0.00% | 113 | -47 | -29.4% | -$1,798 | 减仓 |
| EVGO | EVGO INC | $4,300 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $4,293 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $4,278 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BIDD | ISHARES INTL | $4,265 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BGS | B&G FOODS | $4,255 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $4,191 | 0.00% | 36 | -64 | -64.0% | -$7,451 | 减仓 |
| RF | REGIONS FINANCIAL | $4,190 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET | $4,158 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES GLOBAL | $4,141 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG | $4,096 | 0.00% | 74 | 74 | — | $4,096 | 新建仓 |
| AEG | AEGON LTD | $4,059 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $4,057 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL | $4,046 | 0.00% | 128 | 1 | 0.8% | $32 | 加仓 |
| ETG | EATON VANCE | $4,024 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $3,984 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET | $3,982 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | CBRE GLOBAL | $3,952 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESEARCH | $3,935 | 0.00% | 100 | -100 | -50.0% | -$3,935 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS | $3,898 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS | $3,887 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $3,865 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $3,860 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HOLDINGS | $3,860 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3,830 | 0.00% | 61 | -123 | -66.8% | -$7,723 | 减仓 |
| AGNT | EXP WORLD | $3,830 | 0.00% | 639 | -103 | -13.9% | -$617 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY | $3,822 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X | $3,780 | 0.00% | 200 | 200 | — | $3,780 | 新建仓 |
| — | WISDOMTREE TRUST | $3,743 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY LITHIUM | $3,723 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $3,653 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL | $3,628 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $3,623 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | VANECK VIDEO | $3,620 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $3,617 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | HCW BIOLOGICS | $3,600 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $3,600 | 0.00% | 158 | 2 | 1.3% | $46 | 加仓 |
| BNY | BANK NEW YORK | $3,592 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL | $3,559 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $3,552 | 0.00% | 134 | -130 | -49.2% | -$3,446 | 减仓 |
| KRE | SPDR S&P | $3,530 | 0.00% | 54 | -79 | -59.4% | -$5,164 | 减仓 |
| TRMB | TRIMBLE INC | $3,457 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $3,454 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| REM | ISHARES MORTGAGE | $3,422 | 0.00% | 159 | 1 | 0.6% | $22 | 加仓 |
| XT | ISHARES EXPONENTIAL | $3,407 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS | $3,296 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $3,222 | 0.00% | 48 | -20 | -29.4% | -$1,342 | 减仓 |
| BF/A | BROWN FORMAN CORP CL A | $3,215 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $3,211 | 0.00% | 50 | -840 | -94.4% | -$5.39万 | 重新持有 |
| EWC | ISHARES MSCI | $3,206 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL | $3,196 | 0.00% | 350 | 350 | — | $3,196 | 新建仓 |
| — | ESS TECH | $3,167 | 0.00% | 2,707 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX | $3,165 | 0.00% | 500 | 500 | — | $3,165 | 新建仓 |
| PAYC | PAYCOM SOFTWARE | $3,160 | 0.00% | 26 | -39 | -60.0% | -$4,740 | 重新持有 |
| CHWY | CHEWY INC | $3,132 | 0.00% | 116 | -460 | -79.9% | -$1.24万 | 减仓 |
| MYRG | MYR GROUP | $3,106 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTL | $3,085 | 0.00% | 66 | -15 | -18.5% | -$701 | 减仓 |
| — | MOTLEY FOOL | $3,050 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P | $3,039 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $3,034 | 0.00% | 64 | -70 | -52.2% | -$3,318 | 减仓 |
| IYH | ISHARES U S | $2,980 | 0.00% | 48 | -80 | -62.5% | -$4,967 | 减仓 |
| TTD | TRADE DESK | $2,950 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUMINUM | $2,935 | 0.00% | 50 | 50 | — | $2,935 | 新建仓 |
| EPP | ISHARES MSCI | $2,930 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $2,906 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINANCIAL | $2,874 | 0.00% | 300 | 0 | 0.0% | — | 不变 |