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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INSURANCE | $1,387 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARM | $1,383 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COS | $1,346 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $1,343 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES | $1,328 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION | $1,323 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1,294 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI | $1,292 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK | $1,279 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1,270 | 0.00% | 25 | -28 | -52.8% | -$1,422 | 减仓 |
| — | BLINK CHARGING | $1,267 | 0.00% | 2,235 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP | $1,262 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE | $1,256 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| EWX | STATE STREET | $1,256 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | CATALYST BANCORP | $1,242 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | CHART INDUSTRIES | $1,241 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES | $1,233 | 0.00% | 266 | -12 | -4.3% | -$56 | 减仓 |
| CSTM | CONSTELLIUM SE | $1,229 | 0.00% | 50 | 50 | — | $1,229 | 新建仓 |
| — | JFB CONSTRUCTION | $1,224 | 0.00% | 200 | 200 | — | $1,224 | 新建仓 |
| TEM | TEMPUS AI | $1,221 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS | $1,221 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS | $1,215 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONVERTIBLE | $1,211 | 0.00% | 111 | 3 | 2.8% | $33 | 加仓 |
| — | FIRST TRUST | $1,188 | 0.00% | 70 | 70 | — | $1,188 | 新建仓 |
| BSCX | INVESCO BULLETSHARES | $1,174 | 0.00% | 55 | 1 | 1.9% | $21 | 加仓 |
| IGLB | ISHARES 10 | $1,171 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS | $1,148 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI | $1,146 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | CHILDRENS PLACE | $1,138 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS | $1,136 | 0.00% | 54 | 1 | 1.9% | $21 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS | $1,135 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $1,134 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1,122 | 0.00% | 4 | -127 | -96.9% | -$3.56万 | 减仓 |
| BSCT | INVESCO BULLETSHARES | $1,111 | 0.00% | 59 | 1 | 1.7% | $19 | 加仓 |
| — | ROUNDHILL SPORTS | $1,108 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE | $1,108 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT | $1,097 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DMBS | DOUBLELINE MORTGAGE | $1,086 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY | $1,086 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET | $1,080 | 0.00% | 37 | -31,171 | -99.9% | -$90.99万 | 减仓 |
| DCRE | DOUBLELINE COMMERCIAL | $1,064 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MKC | MC CORMICK | $1,059 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $1,050 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $1,033 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS | $1,030 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | ORAMED PHARMACEUTICALS | $1,030 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,028 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $1,027 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS | $1,020 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUBLIC | $1,017 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS | $978 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $970 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $956 | 0.00% | 103 | -330 | -76.2% | -$3,063 | 减仓 |
| WDS | WOODSIDE ENERGY | $955 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P | $953 | 0.00% | 19 | 1 | 5.6% | $50 | 加仓 |
| ETSY | ETSY INC | $950 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP | $948 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI | $944 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $936 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS | $928 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL | $906 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HOLDINGS | $899 | 0.00% | 19 | -14 | -42.4% | -$662 | 减仓 |
| AMP | AMERIPRISE FINANCIAL | $895 | 0.00% | 2 | -13 | -86.7% | -$5,818 | 减仓 |
| FMC | FMC CORP | $883 | 0.00% | 51 | -29 | -36.2% | -$502 | 减仓 |
| INSP | INSPIRE MEDICAL | $877 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING | $877 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $874 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR | $874 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $851 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL REALTY | $850 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL | $850 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UHAL | U-HAUL HOLDING | $832 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY MSCI | $824 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE | $814 | 0.00% | 35 | -25 | -41.7% | -$581 | 减仓 |
| PNW | PINNACLE WEST | $806 | 0.00% | 8 | 8 | — | $806 | 新建仓 |
| AVDV | AVANTIS INTL | $799 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $798 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $787 | 0.00% | 10 | -22 | -68.8% | -$1,731 | 减仓 |
| TNDM | TANDEM DIABETES | $786 | 0.00% | 41 | -39 | -48.8% | -$748 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES | $778 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $775 | 0.00% | 7 | -8 | -53.3% | -$886 | 减仓 |
| LNTH | LANTHEUS HOLDINGS | $759 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BCP INVESTMENT | $752 | 0.00% | 100 | -32 | -24.2% | -$241 | 减仓 |
| ROG | ROGERS CORP | $751 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | NET LEASE | $749 | 0.00% | 65 | -6 | -8.5% | -$69 | 减仓 |
| ECHO | ECHOSTAR CORP | $702 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP | $689 | 0.00% | 72 | -15 | -17.2% | -$144 | 减仓 |
| ALGN | ALIGN TECHNOLOGY | $686 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRBP | CORBUS PHARMACEUTICALS | $685 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP | $684 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP | $678 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | SPDR SSGA | $676 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES | $667 | 0.00% | 2 | -3 | -60.0% | -$1,000 | 减仓 |
| CRH | CRH PLC | $633 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $633 | 0.00% | 105 | 6 | 6.1% | $36 | 加仓 |
| BLMN | BLOOMIN BRANDS | $632 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET | $631 | 0.00% | 21 | -2,731 | -99.2% | -$8.21万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES | $627 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $621 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $620 | 0.00% | 12 | 0 | 0.0% | — | 不变 |