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 |
|---|---|---|---|---|---|---|---|---|
| AOR | ISHARES CORE | $73.47万 | 0.08% | 11,417 | -105 | -0.9% | -$6,757 | 减仓 |
| VWO | VANGUARD FSTE | $73.15万 | 0.08% | 13,534 | 92 | 0.7% | $4,973 | 加仓 |
| ARM | ARM HOLDINGS | $72.77万 | 0.08% | 4,810 | 440 | 10.1% | $6.66万 | 加仓 |
| FDVV | FIDELITY HIGH | $72.71万 | 0.08% | 13,162 | -20,443 | -60.8% | -$112.93万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $72.30万 | 0.08% | 1,568 | 24 | 1.6% | $1.11万 | 加仓 |
| TMO | THERMO FISHER | $72.23万 | 0.08% | 1,469 | 5 | 0.3% | $2,459 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $71.75万 | 0.08% | 14,493 | -2,483 | -14.6% | -$12.29万 | 减仓 |
| YNOT | HORIZON DIGITAL | $71.19万 | 0.08% | 26,808 | 26,808 | — | $71.19万 | 新建仓 |
| APO | APOLLO GLOBAL | $70.97万 | 0.08% | 6,369 | 111 | 1.8% | $1.24万 | 加仓 |
| FMDE | FIDELITY ENHANCED | $69.67万 | 0.08% | 19,375 | 13,108 | 209.2% | $47.14万 | 加仓 |
| SCHD | SCHWAB US | $67.99万 | 0.07% | 22,161 | 1,534 | 7.4% | $4.71万 | 加仓 |
| TXRH | TEXAS ROADHOUSE | $67.54万 | 0.07% | 4,090 | 200 | 5.1% | $3.30万 | 加仓 |
| SPMB | STATE STREET | $66.16万 | 0.07% | 29,548 | -4,092 | -12.2% | -$9.16万 | 减仓 |
| DELL | DELL TECHNOLOGIES | $66.08万 | 0.07% | 4,026 | -330 | -7.6% | -$5.42万 | 减仓 |
| NEE | NEXTERA ENERGY | $65.97万 | 0.07% | 7,103 | -38 | -0.5% | -$3,530 | 减仓 |
| TBLL | INVESCO SHORT | $64.09万 | 0.07% | 6,072 | -1,342 | -18.1% | -$14.16万 | 减仓 |
| AMGN | AMGEN INC | $63.61万 | 0.07% | 1,808 | -19 | -1.0% | -$6,685 | 减仓 |
| DIS | WALT DISNEY | $61.13万 | 0.07% | 6,342 | -1,053 | -14.2% | -$10.15万 | 减仓 |
| DGRO | ISHARES TR | $60.81万 | 0.07% | 8,664 | -128 | -1.5% | -$8,984 | 减仓 |
| BWXT | BWX TECHNOLOGIES | $60.43万 | 0.07% | 2,955 | -290 | -8.9% | -$5.93万 | 减仓 |
| NKE | NIKE INC | $60.10万 | 0.07% | 11,379 | 5,726 | 101.3% | $30.24万 | 加仓 |
| LRCX | LAM RESEARCH | $59.31万 | 0.06% | 2,775 | -97 | -3.4% | -$2.07万 | 减仓 |
| ABBV | ABBVIE INC | $58.95万 | 0.06% | 2,710 | 225 | 9.1% | $4.89万 | 加仓 |
| HELO | JPMORGAN HEDGED | $58.90万 | 0.06% | 9,216 | 537 | 6.2% | $3.43万 | 加仓 |
| IAGG | ISHARES CORE | $58.68万 | 0.06% | 11,727 | 10,227 | 681.8% | $51.18万 | 加仓 |
| SPHD | INVESCO S&P | $58.51万 | 0.06% | 11,793 | -2,200 | -15.7% | -$10.91万 | 减仓 |
| GVA | GRANITE CONSTRUCTION | $58.50万 | 0.06% | 4,880 | -291 | -5.6% | -$3.49万 | 减仓 |
| ANET | ARISTA NETWORKS | $58.28万 | 0.06% | 4,747 | -316 | -6.2% | -$3.88万 | 减仓 |
| ITOT | ISHARES CORE | $57.76万 | 0.06% | 4,055 | -776 | -16.1% | -$11.05万 | 减仓 |
| GE | GE AEROSPACE | $57.61万 | 0.06% | 2,030 | -237 | -10.5% | -$6.73万 | 减仓 |
| IWM | ISHARES RUSSELL | $57.53万 | 0.06% | 2,319 | -363 | -13.5% | -$9.01万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $56.88万 | 0.06% | 1,457 | 466 | 47.0% | $18.19万 | 加仓 |
| HTRB | HARTFORD TOTAL | $56.72万 | 0.06% | 16,810 | -27,368 | -61.9% | -$92.34万 | 减仓 |
| LRGE | CLEARBRIDGE LARGE | $56.54万 | 0.06% | 7,518 | -605 | -7.4% | -$4.55万 | 减仓 |
| VTWO | VANGUARD RUSSELL | $56.33万 | 0.06% | 5,623 | 62 | 1.1% | $6,212 | 加仓 |
| DOV | DOVER CORP | $56.02万 | 0.06% | 2,687 | -44 | -1.6% | -$9,173 | 减仓 |
| PEG | PUBLIC SERVICE | $55.61万 | 0.06% | 6,870 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $55.09万 | 0.06% | 1,111 | -56 | -4.8% | -$2.78万 | 减仓 |
| QCOM | QUALCOMM INC | $54.86万 | 0.06% | 4,260 | -6 | -0.1% | -$773 | 减仓 |
| NUE | NUCOR CORP | $53.35万 | 0.06% | 3,154 | 122 | 4.0% | $2.06万 | 加仓 |
| LOW | LOWES COMPANIES | $53.28万 | 0.06% | 2,254 | -27 | -1.2% | -$6,382 | 减仓 |
| WMB | WILLIAMS COS | $53.06万 | 0.06% | 7,290 | 782 | 12.0% | $5.69万 | 加仓 |
| ESGU | ISHARES TR | $52.72万 | 0.06% | 3,728 | -24 | -0.6% | -$3,394 | 减仓 |
| CMI | CUMMINS INC | $52.65万 | 0.06% | 978 | 1 | 0.1% | $538 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $50.56万 | 0.06% | 3,126 | -5,233 | -62.6% | -$84.64万 | 减仓 |
| VLUE | ISHARES MSCI | $49.98万 | 0.05% | 3,515 | -238 | -6.3% | -$3.38万 | 减仓 |
| SPLV | INVESCO S&P | $49.96万 | 0.05% | 6,829 | -9,583 | -58.4% | -$70.10万 | 减仓 |
| UNP | UNION PACIFIC CORP | $49.68万 | 0.05% | 2,047 | -155 | -7.0% | -$3.76万 | 减仓 |
| SFLR | INNOVATOR EQUITY | $48.65万 | 0.05% | 13,738 | 1,460 | 11.9% | $5.17万 | 加仓 |
| TER | TERADYNE INC | $48.60万 | 0.05% | 1,639 | 1 | 0.1% | $297 | 加仓 |
| PID | INVESCO INTL | $48.53万 | 0.05% | 21,813 | -1,905 | -8.0% | -$4.24万 | 减仓 |
| TBIL | F/M U S | $48.44万 | 0.05% | 9,715 | -150 | -1.5% | -$7,480 | 减仓 |
| VYM | VANGUARD HIGH | $47.49万 | 0.05% | 3,206 | -841 | -20.8% | -$12.46万 | 减仓 |
| O | REALTY INCOME | $47.46万 | 0.05% | 7,756 | 76 | 1.0% | $4,650 | 加仓 |
| AXON | AXON ENTERPRISE | $47.31万 | 0.05% | 1,114 | -52 | -4.5% | -$2.21万 | 减仓 |
| NULG | NUSHARES ETF TR | $46.66万 | 0.05% | 5,131 | -242 | -4.5% | -$2.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $46.50万 | 0.05% | 1,718 | 121 | 7.6% | $3.27万 | 加仓 |
| MS | MORGAN STANLEY | $46.44万 | 0.05% | 2,821 | -124 | -4.2% | -$2.04万 | 减仓 |
| IGSB | ISHARES 1-5 | $46.29万 | 0.05% | 8,807 | -1,929 | -18.0% | -$10.14万 | 减仓 |
| ALLW | STATE STREET | $46.21万 | 0.05% | 16,018 | 5,156 | 47.5% | $14.88万 | 加仓 |
| MISL | FIRST TRUST | $46.08万 | 0.05% | 10,305 | 330 | 3.3% | $1.48万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $46.03万 | 0.05% | 8,680 | 61 | 0.7% | $3,235 | 加仓 |
| IWR | ISHARES RUSSELL | $45.93万 | 0.05% | 4,723 | -87 | -1.8% | -$8,461 | 减仓 |
| SUSC | ISHARES TR | $45.62万 | 0.05% | 19,715 | 880 | 4.7% | $2.04万 | 加仓 |
| DMXF | ISHARES TR | $45.40万 | 0.05% | 6,017 | 15 | 0.2% | $1,132 | 加仓 |
| AON | AON PLC | $45.23万 | 0.05% | 1,401 | 296 | 26.8% | $9.56万 | 加仓 |
| ORCL | ORACLE CORP | $44.86万 | 0.05% | 3,049 | 202 | 7.1% | $2.97万 | 加仓 |
| PTF | INVESCO DORSEY | $44.59万 | 0.05% | 5,165 | -1,455 | -22.0% | -$12.56万 | 减仓 |
| TJX | TJX COS | $44.41万 | 0.05% | 2,780 | -58 | -2.0% | -$9,265 | 减仓 |
| DON | WISDOMTREE U S | $44.22万 | 0.05% | 8,417 | 1 | 0.0% | $53 | 加仓 |
| SPEM | STATE STREET | $43.69万 | 0.05% | 9,313 | -1,402 | -13.1% | -$6.58万 | 减仓 |
| ULST | STATE STREET | $43.66万 | 0.05% | 10,780 | -3,434 | -24.2% | -$13.91万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $43.55万 | 0.05% | 2,400 | -225 | -8.6% | -$4.08万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE | $43.42万 | 0.05% | 5,626 | -366 | -6.1% | -$2.82万 | 减仓 |
| PEP | PEPSICO INC | $43.23万 | 0.05% | 2,783 | -201 | -6.7% | -$3.12万 | 减仓 |
| AHR | AMERICAN HEALTHCARE | $43.13万 | 0.05% | 9,145 | -670 | -6.8% | -$3.16万 | 减仓 |
| RSP | INVESCO S&P | $42.76万 | 0.05% | 2,227 | -388 | -14.8% | -$7.45万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $42.65万 | 0.05% | 4,698 | 43 | 0.9% | $3,903 | 加仓 |
| — | VANECK ETF TRUST | $42.26万 | 0.05% | 17,637 | 265 | 1.5% | $6,350 | 加仓 |
| IEFA | ISHARES CORE | $42.06万 | 0.05% | 4,646 | -641 | -12.1% | -$5.80万 | 减仓 |
| PAAA | PGIM AAA | $41.82万 | 0.05% | 8,170 | -449 | -5.2% | -$2.30万 | 减仓 |
| KO | COCA COLA COMPANY | $41.68万 | 0.05% | 5,480 | 387 | 7.6% | $2.94万 | 加仓 |
| PM | PHILIP MORRIS | $41.58万 | 0.05% | 2,515 | 163 | 6.9% | $2.70万 | 加仓 |
| SHLD | GLOBAL X | $41.58万 | 0.05% | 5,869 | 5,869 | — | $41.58万 | 新建仓 |
| KNF | KNIFE RIVER | $41.50万 | 0.05% | 5,083 | 55 | 1.1% | $4,491 | 加仓 |
| FDN | FIRST TRUST | $41.45万 | 0.05% | 1,771 | -109 | -5.8% | -$2.55万 | 减仓 |
| CRBN | ISHARES LOW | $41.44万 | 0.05% | 1,860 | -32 | -1.7% | -$7,129 | 减仓 |
| GOVT | ISHARES U S | $41.16万 | 0.04% | 17,965 | 14,213 | 378.8% | $32.56万 | 加仓 |
| — | HONEYWELL INTL | $40.89万 | 0.04% | 1,809 | -49 | -2.6% | -$1.11万 | 减仓 |
| KNG | FIRST TRUST | $40.49万 | 0.04% | 8,312 | -628 | -7.0% | -$3.06万 | 减仓 |
| JAAA | JANUS HENDERSON | $40.39万 | 0.04% | 8,018 | 1,111 | 16.1% | $5.60万 | 加仓 |
| VTC | VANGUARD TOTAL | $39.94万 | 0.04% | 5,198 | 41 | 0.8% | $3,150 | 加仓 |
| SCHF | SCHWAB INTL | $39.85万 | 0.04% | 16,100 | 637 | 4.1% | $1.58万 | 加仓 |
| TIC | TIC SOLUTIONS | $39.43万 | 0.04% | 59,919 | 0 | 0.0% | — | 不变 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $39.32万 | 0.04% | 11,157 | 5 | 0.0% | $176 | 加仓 |
| DE | DEERE & CO | $38.19万 | 0.04% | 677 | 75 | 12.5% | $4.23万 | 加仓 |
| BDX | BECTON DICKINSON | $37.90万 | 0.04% | 2,410 | 218 | 9.9% | $3.43万 | 加仓 |
| AIRR | FIRST TRUST | $36.74万 | 0.04% | 3,316 | 7 | 0.2% | $776 | 加仓 |
| SHY | ISHARES 1-3YR | $36.57万 | 0.04% | 4,428 | 230 | 5.5% | $1.90万 | 加仓 |
| KMB | KIMBERLY CLARK | $36.53万 | 0.04% | 3,786 | 2,226 | 142.7% | $21.48万 | 加仓 |