Golden State Wealth Management, LLC
SANTA ANA CA · SEC CIK 0001776033
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | JPMORGAN | $248.42万 | 0.23% | 49,123 | 5,542 | 12.7% | $28.03万 | 加仓 |
| OUNZ | VANECK MERK | $240.62万 | 0.22% | 62,354 | 10,491 | 20.2% | $40.48万 | 加仓 |
| XLK | STATE STREET | $236.47万 | 0.22% | 12,411 | -1,115 | -8.2% | -$21.24万 | 减仓 |
| IAU | ISHARES GOLD | $230.45万 | 0.21% | 30,519 | 21,121 | 224.7% | $159.49万 | 加仓 |
| RWL | INVESCO S&P | $228.74万 | 0.21% | 17,904 | 1,291 | 7.8% | $16.49万 | 加仓 |
| FMB | FIRST TRUST | $222.89万 | 0.20% | 43,391 | -1,534 | -3.4% | -$7.88万 | 减仓 |
| DIA | STATE STREET | $221.01万 | 0.20% | 4,230 | -118 | -2.7% | -$6.17万 | 减仓 |
| JEPQ | JPMORGAN | $219.63万 | 0.20% | 35,735 | -407 | -1.1% | -$2.50万 | 减仓 |
| SPIB | STATE STREET | $213.25万 | 0.19% | 63,732 | -774 | -1.2% | -$2.59万 | 减仓 |
| HD | HOME DEPOT | $210.36万 | 0.19% | 5,964 | -106 | -1.7% | -$3.74万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $210.12万 | 0.19% | 107,368 | 1,312 | 1.2% | $2.57万 | 加仓 |
| IUSB | ISHARES CORE | $209.10万 | 0.19% | 45,309 | 20,328 | 81.4% | $93.82万 | 加仓 |
| TMSL | T ROWE | $207.22万 | 0.19% | 47,255 | 2,164 | 4.8% | $9.49万 | 加仓 |
| WMT | WALMART INC | $205.58万 | 0.19% | 18,151 | -2,034 | -10.1% | -$23.04万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $205.53万 | 0.19% | 6,138 | 52 | 0.9% | $1.74万 | 加仓 |
| MSTR | STRATEGY INC | $201.16万 | 0.18% | 23,141 | -2,096 | -8.3% | -$18.22万 | 减仓 |
| IAGG | ISHARES CORE | $200.45万 | 0.18% | 39,614 | 27,887 | 237.8% | $141.11万 | 加仓 |
| IXUS | ISHARES CORE | $197.12万 | 0.18% | 20,654 | 1,809 | 9.6% | $17.27万 | 加仓 |
| MMIT | NYLI MACKAY | $192.28万 | 0.18% | 78,964 | -893 | -1.1% | -$2.17万 | 减仓 |
| AGGY | WISDOMTREE TR | $190.41万 | 0.17% | 43,792 | 2,211 | 5.3% | $9.61万 | 加仓 |
| USMV | ISHARES MSCI | $187.88万 | 0.17% | 19,477 | -3,865 | -16.6% | -$37.28万 | 减仓 |
| BA | BOEING COMPANY | $187.09万 | 0.17% | 8,642 | 868 | 11.2% | $18.79万 | 加仓 |
| — | PRINCIPAL QUALITY | $186.07万 | 0.17% | 24,549 | -1,108 | -4.3% | -$8.40万 | 减仓 |
| AIQ | GLOBAL X | $183.99万 | 0.17% | 28,042 | 9,733 | 53.2% | $63.86万 | 加仓 |
| INMU | ISHARES INTERMEDIATE | $182.77万 | 0.17% | 75,367 | 69,369 | 1,156.5% | $168.22万 | 加仓 |
| JMUB | JPMORGAN | $180.81万 | 0.16% | 35,693 | 2,231 | 6.7% | $11.30万 | 加仓 |
| HBTA | HORIZON EXPEDITION | $180.32万 | 0.16% | 55,162 | -4,721 | -7.9% | -$15.43万 | 减仓 |
| MMIN | NYLI MACKAY | $180.18万 | 0.16% | 74,425 | 6,805 | 10.1% | $16.48万 | 加仓 |
| SMIZ | ZACKS TR | $176.96万 | 0.16% | 39,660 | 39,660 | — | $176.96万 | 新建仓 |
| GOVT | ISHARES U S | $176.82万 | 0.16% | 77,618 | 59,653 | 332.1% | $135.89万 | 加仓 |
| SLV | ISHARES SILVER | $176.07万 | 0.16% | 32,929 | 4,661 | 16.5% | $24.92万 | 加仓 |
| IWP | ISHARES RUSSELL | $175.57万 | 0.16% | 11,991 | 74 | 0.6% | $1.08万 | 加仓 |
| TDI | TOUCHSTONE DYNAMIC | $174.88万 | 0.16% | 38,929 | -1,164 | -2.9% | -$5.23万 | 减仓 |
| IWF | ISHARES RUSSELL | $172.05万 | 0.16% | 13,856 | 4,420 | 46.8% | $54.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $169.66万 | 0.15% | 3,552 | -23 | -0.6% | -$1.10万 | 减仓 |
| XLF | STATE STREET | $169.02万 | 0.15% | 31,527 | -1,979 | -5.9% | -$10.61万 | 减仓 |
| FEX | FIRST TRUST | $165.88万 | 0.15% | 11,859 | -350 | -2.9% | -$4.90万 | 减仓 |
| NTSX | WISDOMTREE U S | $165.01万 | 0.15% | 27,944 | -1,460 | -5.0% | -$8.62万 | 减仓 |
| AEP | AMERICAN ELECTRIC | $161.90万 | 0.15% | 11,834 | 81 | 0.7% | $1.11万 | 加仓 |
| VTI | VANGUARD TOTAL | $160.51万 | 0.15% | 4,338 | 197 | 4.8% | $7.29万 | 加仓 |
| TDIV | FIRST TRUST | $160.05万 | 0.15% | 13,932 | -82 | -0.6% | -$9,420 | 减仓 |
| FCAL | FIRST TRUST | $158.89万 | 0.14% | 32,001 | 13,726 | 75.1% | $68.15万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $156.15万 | 0.14% | 3,619 | -407 | -10.1% | -$17.56万 | 减仓 |
| ARM | ARM HOLDINGS | $155.37万 | 0.14% | 4,382 | -428 | -8.9% | -$15.18万 | 减仓 |
| OEF | ISHARES S&P | $154.95万 | 0.14% | 4,235 | -829 | -16.4% | -$30.33万 | 减仓 |
| MLPX | GLOBAL X | $154.82万 | 0.14% | 21,018 | 21,018 | — | $154.82万 | 新建仓 |
| JAAA | JANUS HENDERSON | $154.09万 | 0.14% | 30,518 | 22,500 | 280.6% | $113.60万 | 加仓 |
| QEFA | STATE STREET | $153.95万 | 0.14% | 16,034 | 1,720 | 12.0% | $16.51万 | 加仓 |
| GAB | GABELLI EQUITY | $151.64万 | 0.14% | 267,909 | -19,387 | -6.7% | -$10.97万 | 减仓 |
| SPMO | INVESCO S&P | $151.62万 | 0.14% | 9,385 | -6,175 | -39.7% | -$99.76万 | 减仓 |
| VO | VANGUARD MID | $150.34万 | 0.14% | 18,658 | 78 | 0.4% | $6,285 | 加仓 |
| FXH | FIRST TRUST | $148.30万 | 0.14% | 12,115 | -136 | -1.1% | -$1.66万 | 减仓 |
| — | EXXON MOBIL | $148.05万 | 0.14% | 10,828 | -69 | -0.6% | -$9,434 | 减仓 |
| MDY | SPDR S&P | $147.70万 | 0.13% | 2,100 | -298 | -12.4% | -$20.96万 | 减仓 |
| CVX | CHEVRON CORP | $147.23万 | 0.13% | 8,882 | -56 | -0.6% | -$9,283 | 减仓 |
| LMT | LOCKHEED MARTIN | $144.39万 | 0.13% | 2,834 | 11 | 0.4% | $5,605 | 加仓 |
| SDY | STATE STREET | $143.42万 | 0.13% | 9,424 | 888 | 10.4% | $13.51万 | 加仓 |
| CAM | AB CA | $143.14万 | 0.13% | 56,893 | -162,836 | -74.1% | -$409.70万 | 减仓 |
| SDVD | FIRST TRUST | $140.88万 | 0.13% | 61,012 | 61,012 | — | $140.88万 | 新建仓 |
| HFXI | NYLI FTSE | $139.81万 | 0.13% | 36,705 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $139.01万 | 0.13% | 1,159 | 84 | 7.8% | $10.08万 | 加仓 |
| VUG | VANGUARD GROWTH | $137.17万 | 0.13% | 15,923 | -37 | -0.2% | -$3,187 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $136.30万 | 0.12% | 1,786 | 329 | 22.6% | $25.11万 | 加仓 |
| VEA | VANGUARD FTSE | $136.13万 | 0.12% | 19,106 | -191 | -1.0% | -$1.36万 | 减仓 |
| XMLV | INVESCO S&P | $132.73万 | 0.12% | 20,010 | -78 | -0.4% | -$5,174 | 减仓 |
| LRCX | LAM RESEARCH | $131.70万 | 0.12% | 3,039 | 264 | 9.5% | $11.44万 | 加仓 |
| AXP | AMERICAN EXPRESS | $127.87万 | 0.12% | 3,780 | 58 | 1.6% | $1.96万 | 加仓 |
| XMHQ | INVESCO S&P | $127.38万 | 0.12% | 11,284 | 1,236 | 12.3% | $13.95万 | 加仓 |
| FIW | FIRST TRUST | $126.92万 | 0.12% | 11,588 | 11,288 | 3,762.7% | $123.63万 | 加仓 |
| LVHI | FRANKLIN INTL | $124.91万 | 0.11% | 30,778 | 3,010 | 10.8% | $12.22万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $123.82万 | 0.11% | 2,501 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $120.94万 | 0.11% | 4,761 | 124 | 2.7% | $3.15万 | 加仓 |
| XLY | STATE STREET | $114.24万 | 0.10% | 9,741 | -35 | -0.4% | -$4,105 | 减仓 |
| SPCX | SPACE EXPLORATION | $113.31万 | 0.10% | 6,632 | 6,632 | — | $113.31万 | 新建仓 |
| BAC | BANK AMERICA | $111.81万 | 0.10% | 19,621 | -3,809 | -16.3% | -$21.70万 | 减仓 |
| ETN | EATON CORP | $109.03万 | 0.10% | 2,558 | 107 | 4.4% | $4.56万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $108.55万 | 0.10% | 10,986 | -13 | -0.1% | -$1,284 | 减仓 |
| FESM | FIDELITY ENHANCED | $105.42万 | 0.10% | 21,830 | 1,916 | 9.6% | $9.25万 | 加仓 |
| AFG | AMERICAN FINANCIAL | $104.95万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $104.47万 | 0.10% | 10,057 | -63 | -0.6% | -$6,544 | 减仓 |
| CMF | ISHARES CALIFORNIA | $103.21万 | 0.09% | 17,906 | 16,151 | 920.3% | $93.10万 | 加仓 |
| GEM | GOLDMAN SACHS | $102.78万 | 0.09% | 19,766 | -658 | -3.2% | -$3.42万 | 减仓 |
| VTV | VANGUARD VALUE | $99.25万 | 0.09% | 4,554 | -54 | -1.2% | -$1.18万 | 减仓 |
| VB | VANGUARD SMALL | $97.90万 | 0.09% | 3,229 | -50 | -1.5% | -$1.52万 | 减仓 |
| MINT | PIMCO EHNANCED | $97.67万 | 0.09% | 9,688 | 2,119 | 28.0% | $21.36万 | 加仓 |
| XLP | STATE STREET | $96.85万 | 0.09% | 11,659 | -3 | -0.0% | -$249 | 减仓 |
| XSHQ | INVESCO S&P | $95.17万 | 0.09% | 19,682 | -1,655 | -7.8% | -$8.00万 | 减仓 |
| FAD | FIRST TRUST | $95.05万 | 0.09% | 4,753 | -300 | -5.9% | -$6.00万 | 减仓 |
| VWO | VANGUARD FSTE | $94.51万 | 0.09% | 15,833 | 2,299 | 17.0% | $13.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $94.38万 | 0.09% | 22,289 | 234 | 1.1% | $9,908 | 加仓 |
| XLV | STATE STREET | $94.03万 | 0.09% | 5,926 | -669 | -10.1% | -$10.61万 | 减仓 |
| IWY | ISHARES RUSSELL | $93.85万 | 0.09% | 3,229 | -1,970 | -37.9% | -$57.25万 | 减仓 |
| MCK | MCKESSON CORP | $93.65万 | 0.09% | 1,239 | -29 | -2.3% | -$2.19万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC | $93.50万 | 0.09% | 37,148 | 1,049 | 2.9% | $2.64万 | 加仓 |
| YNOT | HORIZON DIGITAL | $93.43万 | 0.09% | 28,201 | 1,393 | 5.2% | $4.62万 | 加仓 |
| SO | SOUTHERN COMPANY | $90.37万 | 0.08% | 9,441 | 12 | 0.1% | $1,149 | 加仓 |
| FTHI | FIRST TRUST | $89.17万 | 0.08% | 37,388 | 2,677 | 7.7% | $6.38万 | 加仓 |
| TOUS | T ROWE | $87.63万 | 0.08% | 22,837 | -3,305 | -12.6% | -$12.68万 | 减仓 |
| MRK | MERCK & COMPANY | $87.26万 | 0.08% | 6,790 | 65 | 1.0% | $8,353 | 加仓 |
| LIN | LINDE PLC | $85.84万 | 0.08% | 1,654 | 543 | 48.9% | $28.18万 | 加仓 |