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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO | $189.74万 | 0.21% | 9,327 | 317 | 3.5% | $6.45万 | 加仓 |
| MTUM | ISHARES MSCI | $187.97万 | 0.21% | 7,832 | 3,536 | 82.3% | $84.87万 | 加仓 |
| CVX | CHEVRON CORP | $184.94万 | 0.20% | 8,938 | 93 | 1.1% | $1.92万 | 加仓 |
| — | EXXON MOBIL | $184.89万 | 0.20% | 10,897 | 106 | 1.0% | $1.80万 | 加仓 |
| AGGY | WISDOMTREE YIELD | $180.67万 | 0.20% | 41,581 | -12,171 | -22.6% | -$52.88万 | 减仓 |
| XLK | STATE STREET | $179.76万 | 0.20% | 13,526 | -1,372 | -9.2% | -$18.23万 | 减仓 |
| — | PRINCIPAL QUALITY | $178.51万 | 0.20% | 25,657 | -2,193 | -7.9% | -$15.26万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $177.86万 | 0.19% | 106,056 | -40,896 | -27.8% | -$68.58万 | 减仓 |
| SPMO | INVESCO S&P | $174.45万 | 0.19% | 15,560 | -21,367 | -57.9% | -$239.56万 | 减仓 |
| LMT | LOCKHEED MARTIN | $170.62万 | 0.19% | 2,823 | 36 | 1.3% | $2.18万 | 加仓 |
| JMUB | JPMORGAN | $167.28万 | 0.18% | 33,462 | 1,568 | 4.9% | $7.84万 | 加仓 |
| XLF | STATE STREET | $165.42万 | 0.18% | 33,506 | -2,015 | -5.7% | -$9.95万 | 减仓 |
| TMSL | T ROWE | $165.35万 | 0.18% | 45,091 | 9,667 | 27.3% | $35.45万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $165.34万 | 0.18% | 40,093 | 40,093 | — | $165.34万 | 新建仓 |
| IXUS | ISHARES CORE | $163.27万 | 0.18% | 18,845 | 1,507 | 8.7% | $13.06万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $162.96万 | 0.18% | 4,958 | 3,747 | 309.4% | $123.16万 | 加仓 |
| THRO | ISHARES U S | $162.70万 | 0.18% | 44,920 | 36,276 | 419.7% | $131.39万 | 加仓 |
| BAI | ISHARES A I | $161.75万 | 0.18% | 49,089 | 33,387 | 212.6% | $110.01万 | 加仓 |
| OEF | ISHARES S&P | $161.09万 | 0.18% | 5,064 | 1,775 | 54.0% | $56.47万 | 加仓 |
| GAB | GABELLI EQUITY | $160.89万 | 0.18% | 287,296 | 7,102 | 2.5% | $3.98万 | 加仓 |
| HBTA | HORIZON FDS | $160.37万 | 0.18% | 59,883 | 59,883 | — | $160.37万 | 新建仓 |
| MMIN | NYLI MACKAY | $160.33万 | 0.18% | 67,620 | 679 | 1.0% | $1.61万 | 加仓 |
| BA | BOEING COMPANY | $154.74万 | 0.17% | 7,774 | 325 | 4.4% | $6.47万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $154.06万 | 0.17% | 11,753 | 270 | 2.4% | $3.54万 | 加仓 |
| NTSX | WISDOMTREE U S | $153.35万 | 0.17% | 29,404 | 1,913 | 7.0% | $9.98万 | 加仓 |
| IWP | ISHARES RUSSELL | $152.69万 | 0.17% | 11,917 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $152.51万 | 0.17% | 6,086 | 865 | 16.6% | $21.68万 | 加仓 |
| FEX | FIRST TRUST | $148.86万 | 0.16% | 12,209 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P | $147.90万 | 0.16% | 2,398 | -13 | -0.5% | -$8,018 | 减仓 |
| JIRE | JPMORGAN | $145.05万 | 0.16% | 19,150 | 1,279 | 7.2% | $9.69万 | 加仓 |
| AMAT | APPLIED MATERIALS | $139.81万 | 0.15% | 4,090 | -196 | -4.6% | -$6.70万 | 减仓 |
| PANW | PALO ALTO | $137.19万 | 0.15% | 8,557 | 652 | 8.2% | $10.45万 | 加仓 |
| FXH | FIRST TRUST | $134.49万 | 0.15% | 12,251 | -368 | -2.9% | -$4.04万 | 减仓 |
| QEFA | STATE STREET | $133.51万 | 0.15% | 14,314 | 812 | 6.0% | $7.57万 | 加仓 |
| VO | VANGUARD MID | $133.40万 | 0.15% | 4,645 | 103 | 2.3% | $2.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $133.17万 | 0.15% | 3,941 | 576 | 17.1% | $19.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.88万 | 0.15% | 4,141 | -195 | -4.5% | -$6.26万 | 减仓 |
| TDIV | FIRST TRUST | $131.26万 | 0.14% | 14,014 | -814 | -5.5% | -$7.62万 | 减仓 |
| IWY | ISHARES RUSSELL | $129.37万 | 0.14% | 5,199 | -7,559 | -59.2% | -$188.10万 | 减仓 |
| NFLX | NETFLIX INC | $126.77万 | 0.14% | 13,185 | 215 | 1.7% | $2.07万 | 加仓 |
| XMLV | INVESCO S&P | $126.50万 | 0.14% | 20,088 | -476 | -2.3% | -$3.00万 | 减仓 |
| SDY | SPDR SERIES TRUST | $124.59万 | 0.14% | 8,536 | -83 | -1.0% | -$1.21万 | 减仓 |
| VEA | VANGUARD FTSE | $123.66万 | 0.14% | 19,297 | -438 | -2.2% | -$2.81万 | 减仓 |
| HFXI | NYLI FTSE | $123.26万 | 0.13% | 36,705 | -2,838 | -7.2% | -$9.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $120.84万 | 0.13% | 3,575 | 93 | 2.7% | $3.14万 | 加仓 |
| VUG | VANGUARD GROWTH | $116.22万 | 0.13% | 2,660 | -229 | -7.9% | -$10.01万 | 减仓 |
| IUSB | ISHARES CORE | $115.39万 | 0.13% | 24,981 | 10,702 | 74.9% | $49.43万 | 加仓 |
| BAC | BANK AMERICA | $114.22万 | 0.12% | 23,430 | -392 | -1.6% | -$1.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.36万 | 0.12% | 4,637 | -272 | -5.5% | -$6.65万 | 减仓 |
| AXP | AMERICAN EXPRESS | $112.59万 | 0.12% | 3,722 | -588 | -13.6% | -$17.79万 | 减仓 |
| LVHI | FRANKLIN INTL | $112.57万 | 0.12% | 27,768 | 130 | 0.5% | $5,270 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $110.72万 | 0.12% | 22,055 | -1,723 | -7.2% | -$8.65万 | 减仓 |
| MCK | MCKESSON CORP | $109.75万 | 0.12% | 1,268 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET | $109.02万 | 0.12% | 23,882 | -6,202 | -20.6% | -$28.31万 | 减仓 |
| XLY | STATE STREET | $106.54万 | 0.12% | 9,776 | -72 | -0.7% | -$7,847 | 减仓 |
| XMHQ | INVESCO S&P | $103.87万 | 0.11% | 10,048 | 816 | 8.8% | $8.44万 | 加仓 |
| CFA | VICTORYSHARES US | $100.62万 | 0.11% | 10,999 | -108 | -1.0% | -$9,880 | 减仓 |
| IWF | ISHARES RUSSELL | $100.60万 | 0.11% | 2,359 | -89 | -3.6% | -$3.80万 | 减仓 |
| LLY | ELI LILLY | $98.93万 | 0.11% | 1,075 | 116 | 12.1% | $10.67万 | 加仓 |
| EFA | ISHARES MSCI | $98.30万 | 0.11% | 10,120 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $96.70万 | 0.11% | 6,595 | -352 | -5.1% | -$5.16万 | 减仓 |
| AFG | AMERICAN FINANCIAL | $95.78万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET | $95.61万 | 0.10% | 11,662 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $91.01万 | 0.10% | 9,429 | 37 | 0.4% | $3,571 | 加仓 |
| SPTI | STATE STREET | $90.46万 | 0.10% | 31,563 | -15,313 | -32.7% | -$43.89万 | 减仓 |
| VTV | VANGUARD VALUE | $90.43万 | 0.10% | 4,608 | -838 | -15.4% | -$16.44万 | 减仓 |
| TOUS | T ROWE | $90.30万 | 0.10% | 26,142 | 19,237 | 278.6% | $66.45万 | 加仓 |
| XSHQ | INVESCO S&P | $89.96万 | 0.10% | 21,337 | 251 | 1.2% | $1.06万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $89.76万 | 0.10% | 2,501 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN DYNAMIC | $89.49万 | 0.10% | 36,099 | 334 | 0.9% | $8,280 | 加仓 |
| FCAL | FIRST TRUST | $89.35万 | 0.10% | 18,275 | -1,266 | -6.5% | -$6.19万 | 减仓 |
| TLH | ISHARES 10-20YR | $88.63万 | 0.10% | 8,799 | 7,303 | 488.2% | $73.56万 | 加仓 |
| GEM | GOLDMAN SACHS | $88.23万 | 0.10% | 20,424 | -12,912 | -38.7% | -$55.78万 | 减仓 |
| FSMD | FIDELITY SMALL | $87.78万 | 0.10% | 19,629 | -31,366 | -61.5% | -$140.27万 | 减仓 |
| ETN | EATON CORP | $87.67万 | 0.10% | 2,451 | -14 | -0.6% | -$5,008 | 减仓 |
| XLE | STATE STREET | $86.67万 | 0.09% | 14,147 | -912 | -6.1% | -$5.59万 | 减仓 |
| VB | VANGUARD SMALL | $85.89万 | 0.09% | 3,279 | -83 | -2.5% | -$2.17万 | 减仓 |
| AIQ | GLOBAL X | $85.45万 | 0.09% | 18,309 | -1,411 | -7.2% | -$6.59万 | 减仓 |
| GARP | ISHARES MSCI | $84.79万 | 0.09% | 13,253 | 2,203 | 19.9% | $14.09万 | 加仓 |
| IAU | ISHARES GOLD | $82.85万 | 0.09% | 9,398 | 2,570 | 37.6% | $22.66万 | 加仓 |
| PG | PROCTER & GAMBLE | $82.68万 | 0.09% | 5,724 | 188 | 3.4% | $2.72万 | 加仓 |
| HTGC | HERCULES CAPITAL | $81.59万 | 0.09% | 55,239 | -8,417 | -13.2% | -$12.43万 | 减仓 |
| MRK | MERCK & COMPANY | $80.90万 | 0.09% | 6,725 | -399 | -5.6% | -$4.80万 | 减仓 |
| TAN | INVESCO SOLAR | $80.81万 | 0.09% | 14,505 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $80.51万 | 0.09% | 7,262 | -1,002 | -12.1% | -$11.11万 | 减仓 |
| FAD | FIRST TRUST | $80.30万 | 0.09% | 5,053 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $79.68万 | 0.09% | 1,167 | 35 | 3.1% | $2.39万 | 加仓 |
| FTHI | FIRST TRUST | $79.66万 | 0.09% | 34,711 | 29,156 | 524.9% | $66.91万 | 加仓 |
| MCD | MCDONALDS CORP | $78.89万 | 0.09% | 2,538 | -285 | -10.1% | -$8.86万 | 减仓 |
| SMMU | PIMCO SHORT | $78.75万 | 0.09% | 15,608 | 17 | 0.1% | $858 | 加仓 |
| — | FRANKLIN CLEARBRIDGE | $78.43万 | 0.09% | 14,525 | 120 | 0.8% | $6,479 | 加仓 |
| HLT | HILTON WORLDWIDE | $78.08万 | 0.09% | 2,567 | 60 | 2.4% | $1.82万 | 加仓 |
| ILDR | FIRST TRUST | $77.29万 | 0.08% | 25,955 | -4,271 | -14.1% | -$12.72万 | 减仓 |
| MINT | PIMCO EHNANCED | $76.13万 | 0.08% | 7,569 | -342 | -4.3% | -$3.44万 | 减仓 |
| FESM | FIDELITY COVINGTON | $75.67万 | 0.08% | 19,914 | 13,190 | 196.2% | $50.12万 | 加仓 |
| EFG | ISHARES MSCI | $75.66万 | 0.08% | 6,793 | 499 | 7.9% | $5.56万 | 加仓 |
| DUK | DUKE ENERGY | $75.33万 | 0.08% | 5,753 | -591 | -9.3% | -$7.74万 | 减仓 |
| DSI | ISHARES TR | $75.29万 | 0.08% | 6,213 | 23 | 0.4% | $2,787 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $74.94万 | 0.08% | 20,358 | -3,846 | -15.9% | -$14.16万 | 减仓 |
| — | FIDELITY STOCKS | $74.27万 | 0.08% | 15,107 | -24,589 | -61.9% | -$120.88万 | 减仓 |