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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR U S | $6,681 | 0.00% | 135 | 135 | — | $6,681 | 新建仓 |
| WY | WEYERHAEUSER CO | $6,595 | 0.00% | 275 | 2 | 0.7% | $48 | 加仓 |
| ROIV | ROIVANT SCIENCES | $6,583 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK | $6,565 | 0.00% | 45 | 15 | 50.0% | $2,188 | 加仓 |
| RVMD | REVOLUTION MEDICINES | $6,555 | 0.00% | 35 | 35 | — | $6,555 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES | $6,539 | 0.00% | 368 | 3 | 0.8% | $53 | 加仓 |
| USRT | ISHARES CORE | $6,528 | 0.00% | 98 | 1 | 1.0% | $67 | 加仓 |
| — | US GOLDMINING | $6,504 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $6,504 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $6,484 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AADX | APPLIED AEROSPACE | $6,378 | 0.00% | 280 | 280 | — | $6,378 | 新建仓 |
| PVAL | PUTNAM FOCUSED | $6,369 | 0.00% | 125 | 125 | — | $6,369 | 新建仓 |
| QQQX | NUVEEN NASDAQ | $6,329 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINANCIAL | $6,299 | 0.00% | 650 | 350 | 116.7% | $3,392 | 加仓 |
| AVEX | AEVEX CORP | $6,267 | 0.00% | 300 | 300 | — | $6,267 | 新建仓 |
| PNW | PINNACLE WEST | $6,206 | 0.00% | 58 | 50 | 625.0% | $5,350 | 加仓 |
| JPC | NUVEEN PFD | $6,099 | 0.00% | 774 | 499 | 181.5% | $3,932 | 加仓 |
| TD | TORONTO DOMINION | $6,072 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING | $6,026 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES 0-1 | $5,995 | 0.00% | 54 | 54 | — | $5,995 | 新建仓 |
| TAP | MOLSON COORS | $5,961 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $5,951 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES CORE | $5,945 | 0.00% | 136 | -18 | -11.7% | -$787 | 减仓 |
| VTRS | VIATRIS INC | $5,914 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $5,887 | 0.00% | 12 | 12 | — | $5,887 | 新建仓 |
| DFIS | DIMENSIONAL INTL | $5,815 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $5,754 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $5,738 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY | $5,715 | 0.00% | 41 | -5 | -10.9% | -$697 | 减仓 |
| LCTD | BLACKROCK ISHARES | $5,708 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $5,690 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD | $5,684 | 0.00% | 153 | 2 | 1.3% | $74 | 加仓 |
| IHE | ISHARES U S | $5,644 | 0.00% | 57 | 57 | — | $5,644 | 新建仓 |
| — | STATE STREET | $5,643 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES | $5,631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS | $5,601 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $5,589 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $5,578 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $5,558 | 0.00% | 51 | 39 | 325.0% | $4,250 | 加仓 |
| PR | PERMIAN RESOURCES | $5,523 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP | $5,504 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS | $5,469 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP | $5,392 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $5,381 | 0.00% | 190 | -145 | -43.3% | -$4,107 | 减仓 |
| — | INVESCO INDIA | $5,379 | 0.00% | 268 | 4 | 1.5% | $80 | 加仓 |
| UAA | UNDER ARMOUR | $5,336 | 0.00% | 835 | -150 | -15.2% | -$959 | 减仓 |
| BFLX | ISHARES FLEXIBLE | $5,329 | 0.00% | 208 | 208 | — | $5,329 | 新建仓 |
| ROKU | ROKU INC | $5,250 | 0.00% | 38 | -134 | -77.9% | -$1.85万 | 减仓 |
| WTW | WILLIS TOWERS | $5,227 | 0.00% | 20 | -205 | -91.1% | -$5.36万 | 减仓 |
| — | SEI HIGH | $5,110 | 0.00% | 203 | 203 | — | $5,110 | 新建仓 |
| AMTM | AMENTUM HOLDINGS | $5,085 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $5,083 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $4,990 | 0.00% | 26 | -43 | -62.3% | -$8,253 | 减仓 |
| EXEL | EXELIXIS INC | $4,897 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS | $4,855 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL | $4,845 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $4,825 | 0.00% | 50 | 50 | — | $4,825 | 新建仓 |
| EVGO | EVGO INC | $4,775 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH | $4,774 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $4,768 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| QBTS | DWAVE QUANTUM | $4,750 | 0.00% | 198 | 80 | 67.8% | $1,919 | 加仓 |
| SBLK | STAR BULK | $4,744 | 0.00% | 190 | -145 | -43.3% | -$3,620 | 减仓 |
| THO | THOR INDUSTRIES | $4,736 | 0.00% | 63 | 1 | 1.6% | $75 | 加仓 |
| AOSL | ALPHA & OMEGA | $4,733 | 0.00% | 100 | 100 | — | $4,733 | 新建仓 |
| BTC | GRAYSCALE BITCOIN | $4,723 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $4,719 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE | $4,708 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE | $4,691 | 0.00% | 41 | -10 | -19.6% | -$1,144 | 减仓 |
| — | ISHARES MORTGAGE | $4,678 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD | $4,674 | 0.00% | 127 | 127 | — | $4,674 | 新建仓 |
| IGRO | ISHARES INTL | $4,660 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL | $4,635 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES ESG | $4,562 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET | $4,525 | 0.00% | 180 | 156 | 650.0% | $3,922 | 加仓 |
| NTR | NUTRIEN LTD | $4,522 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BIDD | ISHARES INTL | $4,503 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS | $4,501 | 0.00% | 25 | 25 | — | $4,501 | 新建仓 |
| FNDE | SCHWAB FUNDAMENTAL | $4,484 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $4,465 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS | $4,463 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES GLOBAL | $4,395 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $4,379 | 0.00% | 156 | 156 | — | $4,379 | 新建仓 |
| NI | NISOURCE INC | $4,375 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $4,341 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET | $4,325 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $4,312 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL | $4,268 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE | $4,259 | 0.00% | 56 | 36 | 180.0% | $2,738 | 加仓 |
| IJK | ISHARES S&P | $4,230 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN | $4,223 | 0.00% | 6,200 | 0 | 0.0% | — | 不变 |
| — | CBRE GLOBAL | $4,150 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| XT | ISHARES EXPONENTIAL | $4,149 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $4,109 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX | $4,085 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KRE | SPDR S&P | $4,064 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET | $4,008 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS | $3,985 | 0.00% | 296 | -19 | -6.0% | -$256 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR | $3,978 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTIMARKET | $3,960 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY | $3,935 | 0.00% | 13 | 11 | 550.0% | $3,330 | 加仓 |