13F 机构持仓

Golden State Wealth Management, LLC

SANTA ANA CA · SEC CIK 0001776033

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 7.2%
SPY 5.1%
AAPL 3.4%
AGG 2.8%
FVD 2.5%
NVDA 2.2%
GOOGL 2.1%
AMZN 2.0%
QQQ 2.0%
WINN 1.7%

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
— CALAMOS GLOBAL $6200.00%55 11.9% $11 加仓
PDD PDD HOLDINGS $6130.00%6 00.0% — 不变
RS RELIANCE INC $6100.00%2 00.0% — 不变
CZR CAESARS ENTERTAINMENT $6080.00%23 00.0% — 不变
SJNK STATE STREET $6000.00%24 00.0% — 不变
FRPT FRESHPET INC $5900.00%10 00.0% — 不变
UFPT UFP TECHNOLOGIES INC $5810.00%3 00.0% — 不变
MBLY MOBILEYE GLOBAL $5700.00%83 00.0% — 不变
IBN ICICI BANK $5700.00%22 00.0% — 不变
OKE ONEOK INC $5570.00%6 -825-99.3% -$7.66万 减仓
FSV FIRSTSERVICE CORP $5570.00%4 00.0% — 不变
— FRONTIER NUCLEAR $5540.00%197 197— $554 新建仓
CGGO CAPITAL GROUP $5400.00%16 00.0% — 不变
— DIGITALBRIDGE GROUP $5400.00%35 00.0% — 不变
SUNB SUNBELT RENTALS $5210.00%8 8— $521 新建仓
— ADVISORSHARES PURE $5150.00%195 00.0% — 不变
VRRM VERRA MOBILITY $5140.00%36 00.0% — 不变
CNO CNO FINANCIAL $4930.00%12 00.0% — 不变
IT GARTNER INC $4750.00%3 00.0% — 不变
PDBC INVESCO OPTIMUM $4680.00%27 27— $468 新建仓
— CUE BIOPHARMA $4600.00%2,000 00.0% — 不变
WEX WEX INC $4590.00%3 00.0% — 不变
CHTR CHARTER COMMUNICATIONS $4320.00%2 00.0% — 不变
DFAE DIMENSIONAL EMERGING $4060.00%12 00.0% — 不变
VIAV VIAVI SOLUTIONS $3990.00%12 00.0% — 不变
ARKG ARK GENOMIC $3960.00%15 -59-79.7% -$1,558 减仓
NTSK NETSKOPE INC $3820.00%45 00.0% — 不变
BAX BAXTER INTL $3650.00%21 00.0% — 不变
— TILRAY BRANDS $3610.00%56 00.0% — 不变
MSOS ADVISORSHARES PURE $3550.00%100 00.0% — 不变
— PHUNWARE INC $3540.00%200 00.0% — 不变
FTRE FORTREA HOLDINGS $3490.00%37 00.0% — 不变
MLPA GLOBAL X $3360.00%6 00.0% — 不变
VAC MARRIOTT VACATIONS $3260.00%5 00.0% — 不变
ANIP ANI PHARMACEUTICALS $3080.00%4 00.0% — 不变
STNE STONECO LTD $2970.00%21 00.0% — 不变
— GAMESTOP CORP $2940.00%76 38100.0% $147 加仓
VNO VORNADO REALTY $2920.00%11 00.0% — 不变
XSW STATE STREET $2850.00%2 00.0% — 不变
BE BLOOM ENERGY $2710.00%2 00.0% — 不变
— GUARDFORCE AI $2700.00%600 00.0% — 不变
— ORION PROPERTIES $2680.00%124 00.0% — 不变
CRON CRONOS GROUP $2510.00%100 00.0% — 不变
OHI OMEGA HEALTHCARE $2510.00%5 00.0% — 不变
SHOO MADDEN STEVEN $2370.00%7 00.0% — 不变
TDOC TELADOC HEALTH $2240.00%41 00.0% — 不变
PURR HYPERLIQUID STRATEGIES $2090.00%41 00.0% — 不变
— PROSHARES MSCI $2080.00%5 00.0% — 不变
SDGR SCHRODINGER INC $2040.00%18 00.0% — 不变
ADT ADT INC $2000.00%30 00.0% — 不变
RIG TRANSOCEAN LTD $1990.00%30 -500-94.3% -$3,317 减仓
XHB STATE STREET $1970.00%2 00.0% — 不变
SJM SMUCKER JM $1930.00%2 -989-99.8% -$9.54万 减仓
APPN APPIAN CORP $1930.00%8 -28-77.8% -$676 减仓
LAES SEALSQ CORP $1890.00%72 00.0% — 不变
— CANOPY GROWTH $1860.00%196 00.0% — 不变
HL HECLA MINING $1860.00%10 00.0% — 不变
PHR PHREESIA INC $1680.00%20 00.0% — 不变
ADEA ADEIA INC $1680.00%7 00.0% — 不变
SOBO SOUTH BOW $1670.00%5 00.0% — 不变
SCHB SCHWAB US $1520.00%6 -2,303-99.7% -$5.83万 减仓
— SENSTAR TECHNOLOGIES $1520.00%50 00.0% — 不变
NMAX NEWSMAX INC $1510.00%29 00.0% — 不变
RMR RMR GROUP $1240.00%8 00.0% — 不变
CPRI CAPRI HOLDINGS $1230.00%7 -20-74.1% -$351 减仓
— NEW FORTRESS $1180.00%200 00.0% — 不变
AI C3 AI $1180.00%14 00.0% — 不变
— BEYOND MEAT $1140.00%162 00.0% — 不变
BROS DUTCH BROS $1010.00%2 00.0% — 不变
— DOMINARI HOLDINGS $980.00%30 00.0% — 不变
GDRX GOODRX HOLDINGS $980.00%50 00.0% — 不变
DBX DROPBOX INC $910.00%4 00.0% — 不变
SPCE VIRGIN GALACTIC $810.00%33 00.0% — 不变
VOTE TCW TRANSFORM $770.00%1 00.0% — 不变
LOVE LOVESAC COMPANY $740.00%5 00.0% — 不变
RUM RUMBLE INC $710.00%14 00.0% — 不变
— FILANA THERAPEUTICS $610.00%36 00.0% — 不变
— WESTPORT FUEL $550.00%30 00.0% — 不变
KSS KOHLS CORP $520.00%4 00.0% — 不变
FVRR FIVERR INTL $500.00%5 -20-80.0% -$200 减仓
PTON PELOTON INTERACTIVE $470.00%11 -44-80.0% -$188 减仓
— NETCLASS TECHNOLOGY $430.00%100 00.0% — 不变
Z ZILLOW GROUP $410.00%1 00.0% — 不变
BNT BROOKFIELD WEALTH $410.00%1 00.0% — 不变
— ORGANIGRAM GLOBAL $340.00%25 -2,250-98.9% -$3,060 减仓
NVCR NOVOCURE LTD $330.00%3 00.0% — 不变
— ALT5 SIGMA $330.00%30 00.0% — 不变
HMC HONDA MOTOR $310.00%1 00.0% — 不变
CSIQ CANADIAN SOLAR $280.00%2 00.0% — 不变
— BED BATH $270.00%47 00.0% — 不变
BNED BARNES & NOBLE $260.00%3 00.0% — 不变
SFIX STITCH FIX $230.00%7 00.0% — 不变
— INOVIO PHARMACEUTICALS $170.00%10 00.0% — 不变
NVAX NOVAVAX INC $160.00%2 00.0% — 不变
DPG DUFF & PHELPS $140.00%1 00.0% — 不变
XPER XPERI INC $110.00%2 00.0% — 不变
— TRIVAGO N V $110.00%4 00.0% — 不变
— CEL-SCI CORP $100.00%3 00.0% — 不变
— GOPRO INC $70.00%9 00.0% — 不变
— OPENDOOR TECHNOLOGIES $60.00%10 00.0% — 不变