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 |
|---|---|---|---|---|---|---|---|---|
| RLY | STATE STREET | $2,856 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING | $2,792 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL | $2,766 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP | $2,750 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | VANECK ENERGY | $2,748 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO BULLETSHARES | $2,746 | 0.00% | 164 | 2 | 1.2% | $33 | 加仓 |
| EWH | ISHARES MSCI | $2,740 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO INVESTMENT | $2,729 | 0.00% | 132 | 1 | 0.8% | $21 | 加仓 |
| MOMO | HELLO GROUP | $2,707 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $2,702 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE | $2,692 | 0.00% | 18 | -8 | -30.8% | -$1,196 | 减仓 |
| NYT | NEW YORK | $2,679 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING | $2,660 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE | $2,659 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE | $2,650 | 0.00% | 63 | -17,867 | -99.6% | -$75.15万 | 减仓 |
| DAVE | DAVE INC | $2,611 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP | $2,608 | 0.00% | 173 | 3 | 1.8% | $45 | 加仓 |
| EBND | SPDR BLOOMBERG | $2,559 | 0.00% | 124 | 124 | — | $2,559 | 新建仓 |
| PSCT | INVESCO S&P | $2,523 | 0.00% | 42 | -20 | -32.3% | -$1,201 | 减仓 |
| — | LEGGETT & PLATT | $2,430 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $2,406 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,401 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST | $2,349 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CONSERVATIVE | $2,333 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES | $2,325 | 0.00% | 113 | 1 | 0.9% | $21 | 加仓 |
| — | SIDUS SPACE | $2,320 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $2,309 | 0.00% | 176 | 26 | 17.3% | $341 | 加仓 |
| NXH | BED BATH | $2,302 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST | $2,296 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS | $2,280 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE JAPAN | $2,279 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SHYM | ISHARES SHORT | $2,246 | 0.00% | 102 | 9 | 9.7% | $198 | 加仓 |
| ARKF | ARK BLOCKCHAIN | $2,244 | 0.00% | 59 | -500 | -89.4% | -$1.90万 | 减仓 |
| LECO | LINCOLN ELECTRIC | $2,242 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $2,236 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS | $2,213 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS | $2,187 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK | $2,153 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINANCIAL | $2,152 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $2,102 | 0.00% | 14 | -450 | -97.0% | -$6.76万 | 减仓 |
| JPC | NUVEEN PFD | $2,074 | 0.00% | 275 | 275 | — | $2,074 | 新建仓 |
| SXC | SUNCOKE ENERGY | $2,070 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION | $2,060 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $2,005 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR | $2,002 | 0.00% | 20 | -16 | -44.4% | -$1,602 | 减仓 |
| CWH | CAMPING WORLD | $1,995 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY | $1,991 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH | $1,970 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR | $1,947 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY VALUE | $1,943 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY | $1,925 | 0.00% | 274,880 | 274,880 | — | $1,925 | 新建仓 |
| CE | CELANESE CORP | $1,907 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1,883 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $1,882 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $1,879 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1,873 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES | $1,863 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS | $1,858 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE | $1,854 | 0.00% | 124 | -219 | -63.8% | -$3,274 | 减仓 |
| VFC | V F CORP | $1,851 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1,824 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $1,821 | 0.00% | 1,423 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP | $1,813 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS | $1,805 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY | $1,796 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $1,788 | 0.00% | 22 | -20 | -47.6% | -$1,625 | 减仓 |
| FSLR | FIRST SOLAR | $1,776 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GWX | STATE STREET | $1,774 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | INVESCO MSCI | $1,707 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| QBTS | DWAVE QUANTUM | $1,702 | 0.00% | 118 | 88 | 293.3% | $1,269 | 加仓 |
| — | EVOLUTION PETROLEUM | $1,685 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| STAA | STAAR SURGICAL | $1,683 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES | $1,675 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLETSHARES | $1,673 | 0.00% | 101 | 1 | 1.0% | $17 | 加仓 |
| CLBT | CELLEBRITE DI | $1,654 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,647 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1,638 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS | $1,599 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES IBONDS | $1,595 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHOLESALE | $1,575 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL | $1,571 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $1,567 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HOLDINGS | $1,554 | 0.00% | 13 | -7 | -35.0% | -$837 | 减仓 |
| QXO | QXO INC | $1,554 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO | $1,547 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES | $1,530 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $1,528 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL | $1,521 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| HRI | HERC HOLDINGS | $1,507 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | VANECK RETAIL | $1,505 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $1,478 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1,476 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET | $1,467 | 0.00% | 33 | -28 | -45.9% | -$1,245 | 减仓 |
| GIB | CGI INC | $1,462 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA | $1,435 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS | $1,425 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE | $1,422 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE | $1,413 | 0.00% | 42 | -94 | -69.1% | -$3,162 | 减仓 |
| GXO | GXO LOGISTICS | $1,400 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN | $1,395 | 0.00% | 28 | -500 | -94.7% | -$2.49万 | 减仓 |