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 |
|---|---|---|---|---|---|---|---|---|
| PPC | PILGRIMS PRIDE | $0 | 0.00% | 0 | -36 | -100.0% | -$1,404 | 清仓 |
| PCTY | PAYLOCITY HOLDING | $0 | 0.00% | 0 | -9 | -100.0% | -$1,373 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -413 | -100.0% | -$1,272 | 清仓 |
| EGP | EASTGROUP PROPERTIES | $0 | 0.00% | 0 | -7 | -100.0% | -$1,247 | 清仓 |
| ALLY | ALLY FINANCIAL | $0 | 0.00% | 0 | -27 | -100.0% | -$1,223 | 清仓 |
| BRBR | BELLRING BRANDS | $0 | 0.00% | 0 | -45 | -100.0% | -$1,203 | 清仓 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -530 | -100.0% | -$1,198 | 清仓 |
| GSHD | GOOSEHEAD INSURANCE | $0 | 0.00% | 0 | -16 | -100.0% | -$1,178 | 清仓 |
| STEP | STEPSTONE GROUP | $0 | 0.00% | 0 | -18 | -100.0% | -$1,155 | 清仓 |
| — | EXACT SCIENCES | $0 | 0.00% | 0 | -11 | -100.0% | -$1,117 | 清仓 |
| U | UNITY SOFTWARE | $0 | 0.00% | 0 | -25 | -100.0% | -$1,104 | 清仓 |
| OMCL | OMNICELL INC | $0 | 0.00% | 0 | -24 | -100.0% | -$1,087 | 清仓 |
| FG | F&G ANNUITIES | $0 | 0.00% | 0 | -33 | -100.0% | -$1,018 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1,016 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1,014 | 清仓 |
| FUTY | FIDELITY MSCI | $0 | 0.00% | 0 | -18 | -100.0% | -$994 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$909 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -12 | -100.0% | -$905 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -12 | -100.0% | -$850 | 清仓 |
| MAIN | MAIN STREET | $0 | 0.00% | 0 | -14 | -100.0% | -$845 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -28 | -100.0% | -$837 | 清仓 |
| CNQ | CANADIAN NATURAL | $0 | 0.00% | 0 | -24 | -100.0% | -$812 | 清仓 |
| LW | LAMB WESTON | $0 | 0.00% | 0 | -19 | -100.0% | -$796 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$743 | 清仓 |
| FNDC | SCHWAB FUNDAMENTAL | $0 | 0.00% | 0 | -16 | -100.0% | -$737 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -19 | -100.0% | -$685 | 清仓 |
| CPT | CAMDEN PROPERTY | $0 | 0.00% | 0 | -6 | -100.0% | -$660 | 清仓 |
| CAVA | CAVA GROUP | $0 | 0.00% | 0 | -11 | -100.0% | -$646 | 清仓 |
| UHT | UNIVERSAL HEALTH RLTY | $0 | 0.00% | 0 | -16 | -100.0% | -$627 | 清仓 |
| GT | GOODYEAR TIRE | $0 | 0.00% | 0 | -69 | -100.0% | -$604 | 清仓 |
| ORI | OLD REPUBLIC | $0 | 0.00% | 0 | -13 | -100.0% | -$593 | 清仓 |
| — | SNOW LAKE | $0 | 0.00% | 0 | -197 | -100.0% | -$591 | 清仓 |
| NNN | NNN REIT | $0 | 0.00% | 0 | -13 | -100.0% | -$515 | 清仓 |
| MNDY | MONDAY.COM LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$443 | 清仓 |
| BFS | SAUL CENTERS | $0 | 0.00% | 0 | -14 | -100.0% | -$441 | 清仓 |
| WASH | WASHINGTON TRUST | $0 | 0.00% | 0 | -14 | -100.0% | -$414 | 清仓 |
| PSNY | POLESTAR AUTOMOTIVE | $0 | 0.00% | 0 | -16 | -100.0% | -$342 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -25 | -100.0% | -$328 | 清仓 |
| SCCO | SOUTHERN COPPER | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAUZ | XTRACKERS | $0 | 0.00% | 0 | -12 | -100.0% | -$285 | 清仓 |
| SRVR | PACER DATA | $0 | 0.00% | 0 | -6 | -100.0% | -$172 | 清仓 |
| UWMC | UWM HOLDINGS | $0 | 0.00% | 0 | -24 | -100.0% | -$105 | 清仓 |
| — | HEALTH CATALYST | $0 | 0.00% | 0 | -15 | -100.0% | -$36 | 清仓 |
| BEP | BROOKFIELD RENEWABLE | $0 | 0.00% | 0 | 0 | — | — | 清仓 |