13F 机构持仓

Golden State Wealth Management, LLC

SANTA ANA CA · SEC CIK 0001776033

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.3%
SPY 4.9%
AAPL 3.2%
DYNF 2.5%
AGG 2.3%
NVDA 2.2%
QQQ 2.1%
GOOGL 2.1%
AMZN 2.0%
FVD 1.6%

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
Z ZILLOW GROUP $320.00%1 00.0% — 不变
FLRN STATE STREET $310.00%1 1— $31 新建仓
SFIX STITCH FIX $290.00%7 00.0% — 不变
— ORGANIGRAM GLOBAL $260.00%25 00.0% — 不变
SPCE VIRGIN GALACTIC $230.00%8 -25-75.8% -$72 减仓
— BED BATH $190.00%47 00.0% — 不变
— AI FINANCIAL $180.00%30 00.0% — 不变
TDOC TELADOC HEALTH $170.00%2 -39-95.1% -$332 减仓
DPG DUFF & PHELPS $150.00%1 00.0% — 不变
— NETCLASS TECHNOLOGY $140.00%100 00.0% — 不变
— INOVIO PHARMACEUTICALS $110.00%10 00.0% — 不变
— OPENDOOR TECHNOLOGIES $50.00%10 00.0% — 不变
— INUVO INC $40.00%3 00.0% — 不变
— CEL-SCI CORP $30.00%3 00.0% — 不变
— BONK INC $30.00%2 00.0% — 不变
— OPENDOOR TECHNOLOGIES $30.00%10 00.0% — 不变
— CBDMD INC $20.00%2 -2-50.0% -$2 减仓
— VIVOSIM LABS $20.00%2 00.0% — 不变
— OPENDOOR TECHNOLOGIES $20.00%10 00.0% — 不变
— CHEGG INC $10.00%1 00.0% — 不变
XYLD GLOBAL X $00.00%0 -7,200-100.0% -$28.17万 清仓
BFLY BUTTERFLY NETWORK $00.00%0 -48,000-100.0% -$19.39万 清仓
CCL CARNIVAL CORP $00.00%0 -5,995-100.0% -$15.52万 清仓
GSEW GOLDMAN SACHS $00.00%0 -1,443-100.0% -$12.22万 清仓
VFLO VICTORYSHARES FREE $00.00%0 -2,500-100.0% -$9.87万 清仓
GRAB GRAB HOLDINGS $00.00%0 -22,000-100.0% -$8.05万 清仓
OSCR OSCAR HEALTH $00.00%0 -5,850-100.0% -$6.71万 清仓
BPRE BLUEROCK PRIVATE $00.00%0 -3,965-100.0% -$6.59万 清仓
FLNC FLUENCE ENERGY $00.00%0 -4,300-100.0% -$5.92万 清仓
PBT PERMIAN BASIN $00.00%0 -2,446-100.0% -$5.26万 清仓
TDG TRANSDIGM GROUP $00.00%0 -43-100.0% -$5.08万 清仓
YUM YUM BRANDS INC $00.00%0 -309-100.0% -$4.80万 清仓
SWX SOUTHWEST GAS $00.00%0 -551-100.0% -$4.79万 清仓
ZETA ZETA GLOBAL $00.00%0 -3,000-100.0% -$4.78万 清仓
SPHY STATE STREET $00.00%0 -1,888-100.0% -$4.40万 清仓
FALN ISHARES FALLEN $00.00%0 -1,631-100.0% -$4.36万 清仓
ACM AECOM $00.00%0 -500-100.0% -$4.24万 清仓
LTPZ PIMCO 15 $00.00%0 -732-100.0% -$3.74万 清仓
EAT BRINKER INTL $00.00%0 -257-100.0% -$3.67万 清仓
DBL DOUBLELINE OPPORTUNISTIC $00.00%0 -2,212-100.0% -$3.23万 清仓
WLDN WILLDAN GROUP $00.00%0 -414-100.0% -$3.17万 清仓
UMH UMH PROPERTIES $00.00%0 -2,000-100.0% -$2.89万 清仓
FPF FIRST TRUST $00.00%0 -1,500-100.0% -$2.64万 清仓
XPCQX PIMCO CALIFORNIA MUNI $00.00%0 -3,061-100.0% -$2.63万 清仓
— BLACKROCK ENERGY $00.00%0 -1,383-100.0% -$2.39万 清仓
GPC GENUINE PARTS $00.00%0 -170-100.0% -$1.80万 清仓
— HENNESSY SUSTAINABLE $00.00%0 -522-100.0% -$1.77万 清仓
— STRATEGY INC $00.00%0 -243-100.0% -$1.72万 清仓
INCY INCYTE CORP $00.00%0 -176-100.0% -$1.66万 清仓
— GABELLI HEALTHCARE $00.00%0 -1,811-100.0% -$1.64万 清仓
JGH NUVEEN GLOBAL $00.00%0 -1,150-100.0% -$1.41万 清仓
— EKSO BIONICS $00.00%0 -1,299-100.0% -$1.38万 清仓
IYT ISHARES U S $00.00%0 -184-100.0% -$1.37万 清仓
VIGI VANGUARD INTERNATIONAL $00.00%0 -146-100.0% -$1.29万 清仓
IYM ISHARES U S $00.00%0 -72-100.0% -$1.27万 清仓
— SEVEN HILLS $00.00%0 -982-100.0% -$8,072 清仓
— COTERRA ENERGY $00.00%0 -225-100.0% -$7,917 清仓
BSM BLACK STONE $00.00%0 -515-100.0% -$7,787 清仓
LRGC AB U S $00.00%0 -100-100.0% -$7,350 清仓
PODD INSULET CORP $00.00%0 -32-100.0% -$6,715 清仓
HPQ HP INC $00.00%0 -321-100.0% -$6,166 清仓
RWT REDWOOD TRUST INC $00.00%0 -1,058-100.0% -$5,935 清仓
PNR PENTAIR PLC $00.00%0 -62-100.0% -$5,429 清仓
DUOL DUOLINGO INC $00.00%0 -50-100.0% -$4,929 清仓
KBWB INVESCO KBW $00.00%0 -62-100.0% -$4,906 清仓
— INVESCO DB $00.00%0 -245-100.0% -$4,819 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -79-100.0% -$4,781 清仓
UCO PROSHARES ULTA $00.00%0 -115-100.0% -$4,520 清仓
GIC GLOBAL INDUSTRIAL $00.00%0 -128-100.0% -$4,046 清仓
SPRY ARS PHARMACEUTICALS $00.00%0 -484-100.0% -$3,887 清仓
— VANECK VIDEO $00.00%0 -40-100.0% -$3,620 清仓
HRL HORMEL FOODS $00.00%0 -158-100.0% -$3,600 清仓
BMRN BIOMARIN PHARMACEUTICAL $00.00%0 -63-100.0% -$3,559 清仓
OWL BLUE OWL $00.00%0 -350-100.0% -$3,196 清仓
EPP ISHARES MSCI $00.00%0 -55-100.0% -$2,930 清仓
USFD US FOODS $00.00%0 -24-100.0% -$2,213 清仓
— GABELLI EQUITY $00.00%0 -274,880-100.0% -$1,925 清仓
SAP SAP SE $00.00%0 -11-100.0% -$1,883 清仓
ZS ZSCALER INC $00.00%0 -13-100.0% -$1,824 清仓
CNDT CONDUENT INC $00.00%0 -1,423-100.0% -$1,821 清仓
FCEL FUELCELL ENERGY $00.00%0 -275-100.0% -$1,796 清仓
CLBT CELLEBRITE DI $00.00%0 -120-100.0% -$1,654 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -20-100.0% -$1,647 清仓
QXO QXO INC $00.00%0 -80-100.0% -$1,554 清仓
GXO GXO LOGISTICS $00.00%0 -27-100.0% -$1,400 清仓
RARE ULTRAGENYX PHARM $00.00%0 -66-100.0% -$1,383 清仓
WD WALKER & DUNLOP $00.00%0 -28-100.0% -$1,262 清仓
SERV SERVE ROBOTICS $00.00%0 -144-100.0% -$1,215 清仓
— AIR LEASE $00.00%0 -17-100.0% -$1,108 清仓
PENN PENN ENTERTAINMENT $00.00%0 -73-100.0% -$1,097 清仓
FUN SIX FLAGS $00.00%0 -58-100.0% -$1,030 清仓
TYL TYLER TECHNOLOGIES $00.00%0 -3-100.0% -$1,027 清仓
SPYI NEOS S&P $00.00%0 -19-100.0% -$953 清仓
QTWO Q2 HOLDINGS $00.00%0 -19-100.0% -$899 清仓
INSP INSPIRE MEDICAL $00.00%0 -17-100.0% -$877 清仓
OC OWENS CORNING $00.00%0 -8-100.0% -$877 清仓
UA UNDER ARMOUR $00.00%0 -151-100.0% -$874 清仓
NTNX NUTANIX INC $00.00%0 -21-100.0% -$798 清仓
ICLR ICON PLC $00.00%0 -7-100.0% -$775 清仓
ECHO ECHOSTAR CORP $00.00%0 -6-100.0% -$702 清仓