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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $36.12万 | 0.04% | 2,736 | -622 | -18.5% | -$8.21万 | 减仓 |
| VMC | VULCAN MATERIALS | $35.48万 | 0.04% | 1,303 | 78 | 6.4% | $2.12万 | 加仓 |
| WFC | WELLS FARGO | $35.46万 | 0.04% | 4,454 | -292 | -6.2% | -$2.32万 | 减仓 |
| IBM | INTL BUSINESS | $35.37万 | 0.04% | 1,459 | -69 | -4.5% | -$1.67万 | 减仓 |
| GLW | CORNING INC | $34.48万 | 0.04% | 2,536 | 1,837 | 262.8% | $24.98万 | 加仓 |
| VEU | VANGUARD FTSE | $34.39万 | 0.04% | 4,579 | 13 | 0.3% | $976 | 加仓 |
| SCHE | SCHWAB EMERGING | $34.32万 | 0.04% | 10,416 | -31 | -0.3% | -$1,021 | 减仓 |
| MA | MASTERCARD INC | $34.23万 | 0.04% | 685 | 1 | 0.1% | $500 | 加仓 |
| WDC | WESTERN DIGITAL | $33.58万 | 0.04% | 1,241 | 1 | 0.1% | $271 | 加仓 |
| ASTS | AST SPACEMOBILE | $33.26万 | 0.04% | 4,013 | 1,892 | 89.2% | $15.68万 | 加仓 |
| VXUS | VANGUARD TOTAL | $33.24万 | 0.04% | 4,310 | 0 | 0.0% | — | 不变 |
| RODM | HARTFORD MULTIFACTOR | $32.97万 | 0.04% | 8,364 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $32.97万 | 0.04% | 4,995 | -76 | -1.5% | -$5,016 | 减仓 |
| VT | VANGUARD TOTAL | $32.96万 | 0.04% | 2,382 | 516 | 27.7% | $7.14万 | 加仓 |
| COF | CAPITAL ONE | $32.57万 | 0.04% | 1,785 | 337 | 23.3% | $6.15万 | 加仓 |
| PULS | PGIM ULTRA | $32.41万 | 0.04% | 6,547 | -8,036 | -55.1% | -$39.78万 | 减仓 |
| PWR | QUANTA SERVICES | $31.85万 | 0.03% | 580 | 40 | 7.4% | $2.20万 | 加仓 |
| SCHG | SCHWAB US | $31.81万 | 0.03% | 10,921 | -24 | -0.2% | -$699 | 减仓 |
| JBND | JPMORGAN ACTIVE | $31.40万 | 0.03% | 5,839 | 5,839 | — | $31.40万 | 新建仓 |
| SRE | SEMPRA | $31.30万 | 0.03% | 3,220 | 125 | 4.0% | $1.21万 | 加仓 |
| HYG | ISHARES IBOXX | $31.02万 | 0.03% | 3,898 | 25 | 0.6% | $1,989 | 加仓 |
| UPS | UNITED PARCEL | $30.58万 | 0.03% | 3,107 | 493 | 18.9% | $4.85万 | 加仓 |
| ENB | ENBRIDGE INC | $30.01万 | 0.03% | 5,542 | -997 | -15.2% | -$5.40万 | 减仓 |
| KORP | AMERICAN CENTURY | $29.98万 | 0.03% | 6,431 | -10,290 | -61.5% | -$47.97万 | 减仓 |
| SBUX | STARBUCKS CORP | $29.85万 | 0.03% | 3,332 | -23 | -0.7% | -$2,061 | 减仓 |
| BINC | ISHARES FLEXIBLE | $29.79万 | 0.03% | 5,736 | 1,702 | 42.2% | $8.84万 | 加仓 |
| IBIT | ISHARES BITCOIN | $29.65万 | 0.03% | 7,718 | -1,452 | -15.8% | -$5.58万 | 减仓 |
| DBEF | XTRACKERS MSCI | $29.48万 | 0.03% | 5,967 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO SEMICONDUCTORS | $29.20万 | 0.03% | 3,093 | 2,136 | 223.2% | $20.17万 | 加仓 |
| CSCO | CISCO SYSTEMS | $28.89万 | 0.03% | 3,724 | -1,157 | -23.7% | -$8.98万 | 减仓 |
| PFE | PFIZER INC | $28.68万 | 0.03% | 10,213 | -3,527 | -25.7% | -$9.90万 | 减仓 |
| DVY | ISHARES SELECT | $28.59万 | 0.03% | 1,888 | 143 | 8.2% | $2.17万 | 加仓 |
| TLT | ISHARES 20 | $28.48万 | 0.03% | 3,285 | -21 | -0.6% | -$1,821 | 减仓 |
| SCHA | SCHWAB US | $28.37万 | 0.03% | 9,757 | -38 | -0.4% | -$1,105 | 减仓 |
| VOE | VANGUARD MID | $28.20万 | 0.03% | 1,530 | -76 | -4.7% | -$1.40万 | 减仓 |
| XYLD | GLOBAL X | $28.17万 | 0.03% | 7,200 | -46 | -0.6% | -$1,800 | 减仓 |
| IOO | ISHARES GLOBAL | $28.10万 | 0.03% | 2,322 | -3,761 | -61.8% | -$45.51万 | 减仓 |
| ULTA | ULTA BEAUTY | $28.07万 | 0.03% | 537 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $27.34万 | 0.03% | 1,213 | -42 | -3.3% | -$9,467 | 减仓 |
| — | STATE STREET | $27.22万 | 0.03% | 1,901 | -3,084 | -61.9% | -$44.17万 | 减仓 |
| XMVM | INVESCO S&P | $27.10万 | 0.03% | 4,162 | -1,760 | -29.7% | -$11.46万 | 减仓 |
| ASML | ASML HOLDING | $26.70万 | 0.03% | 202 | 86 | 74.1% | $11.37万 | 加仓 |
| FEZ | STATE STREET | $26.53万 | 0.03% | 4,272 | -6,928 | -61.9% | -$43.02万 | 减仓 |
| MBB | ISHARES MBS | $26.41万 | 0.03% | 2,781 | 721 | 35.0% | $6.85万 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $26.14万 | 0.03% | 372 | 106 | 39.8% | $7.45万 | 加仓 |
| ITA | ISHARES AEROSPACE | $26.13万 | 0.03% | 1,194 | 703 | 143.2% | $15.38万 | 加仓 |
| MAR | MARRIOTT INTL | $26.12万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $25.86万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $25.86万 | 0.03% | 3,687 | 148 | 4.2% | $1.04万 | 加仓 |
| NUMG | NUSHARES ETF TR | $25.77万 | 0.03% | 6,272 | 8 | 0.1% | $329 | 加仓 |
| NOBL | PROSHARES S&P | $25.69万 | 0.03% | 2,423 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $25.61万 | 0.03% | 3,499 | 3,112 | 804.1% | $22.78万 | 加仓 |
| WM | WASTE MANAGEMENT | $25.45万 | 0.03% | 1,107 | 78 | 7.6% | $1.79万 | 加仓 |
| MDT | MEDTRONIC PLC | $25.16万 | 0.03% | 2,903 | 1,994 | 219.4% | $17.28万 | 加仓 |
| VBR | VANGUARD SMALL | $25.01万 | 0.03% | 1,151 | -147 | -11.3% | -$3.19万 | 减仓 |
| VBK | VANGUARD SMALL | $25.00万 | 0.03% | 827 | -86 | -9.4% | -$2.60万 | 减仓 |
| BUFD | FIRST TRUST | $24.96万 | 0.03% | 8,915 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X | $24.47万 | 0.03% | 5,053 | 59 | 1.2% | $2,858 | 加仓 |
| VLO | VALERO ENERGY | $24.44万 | 0.03% | 989 | 696 | 237.5% | $17.20万 | 加仓 |
| SCHX | SCHWAB US | $24.41万 | 0.03% | 9,521 | -68 | -0.7% | -$1,744 | 减仓 |
| FCX | FREEPORT MCMORAN | $24.30万 | 0.03% | 4,134 | 259 | 6.7% | $1.52万 | 加仓 |
| FTCB | FIRST TRUST | $24.07万 | 0.03% | 11,484 | -13,932 | -54.8% | -$29.20万 | 减仓 |
| DRI | DARDEN RESTAURANTS | $23.81万 | 0.03% | 1,214 | 95 | 8.5% | $1.86万 | 加仓 |
| C | CITIGROUP INC | $23.71万 | 0.03% | 2,090 | 59 | 2.9% | $6,694 | 加仓 |
| HEFA | ISHARES CURRENCY | $23.64万 | 0.03% | 5,564 | -1,731 | -23.7% | -$7.36万 | 减仓 |
| IDEV | ISHARES CORE | $23.62万 | 0.03% | 2,826 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $23.42万 | 0.03% | 4,925 | 257 | 5.5% | $1.22万 | 加仓 |
| CDL | VICTORYSHARES US | $23.17万 | 0.03% | 3,109 | -87 | -2.7% | -$6,484 | 减仓 |
| MKL | MARKEL GROUP | $22.97万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $22.80万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $22.72万 | 0.02% | 236 | -2 | -0.8% | -$1,926 | 减仓 |
| ABT | ABBOTT LABORATORIES | $22.50万 | 0.02% | 2,191 | 6 | 0.3% | $616 | 加仓 |
| APH | AMPHENOL CORP | $21.90万 | 0.02% | 1,733 | 141 | 8.9% | $1.78万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $21.37万 | 0.02% | 619 | 66 | 11.9% | $2.28万 | 加仓 |
| JCI | JOHNSON CONTROLS | $21.29万 | 0.02% | 1,626 | 2 | 0.1% | $262 | 加仓 |
| VV | VANGUARD LARGE | $20.96万 | 0.02% | 701 | -91 | -11.5% | -$2.72万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $20.77万 | 0.02% | 1,069 | 188 | 21.3% | $3.65万 | 加仓 |
| GDX | VANECK GOLD | $20.73万 | 0.02% | 2,258 | -75 | -3.2% | -$6,885 | 减仓 |
| T | AT&T INC | $20.69万 | 0.02% | 7,135 | 503 | 7.6% | $1.46万 | 加仓 |
| JSML | JANUS DETROIT | $20.66万 | 0.02% | 2,950 | -407 | -12.1% | -$2.85万 | 减仓 |
| SPIP | STATE STREET | $20.65万 | 0.02% | 7,939 | 504 | 6.8% | $1.31万 | 加仓 |
| TEL | TE CONNECTIVITY | $20.32万 | 0.02% | 972 | 82 | 9.2% | $1.71万 | 加仓 |
| ITW | ILLINOIS TOOL | $20.24万 | 0.02% | 777 | 3 | 0.4% | $782 | 加仓 |
| AVAV | AEROVIRONMENT INC | $20.10万 | 0.02% | 1,098 | 438 | 66.4% | $8.02万 | 加仓 |
| BN | BROOKFIELD CORP | $20.09万 | 0.02% | 4,964 | 6 | 0.1% | $243 | 加仓 |
| ARKK | ARK INNOVATION | $20.07万 | 0.02% | 2,969 | -710 | -19.3% | -$4.80万 | 减仓 |
| MMM | 3M COMPANY | $20.06万 | 0.02% | 1,381 | -139 | -9.1% | -$2.02万 | 减仓 |
| BFLY | BUTTERFLY NETWORK | $19.39万 | 0.02% | 48,000 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BANKING SYS INC | $19.25万 | 0.02% | 7,018 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US | $18.95万 | 0.02% | 902 | -59 | -6.1% | -$1.24万 | 减仓 |
| FDT | FIRST TRUST | $18.86万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $18.84万 | 0.02% | 435 | 86 | 24.6% | $3.72万 | 加仓 |
| ICVT | ISHARES CONV | $18.82万 | 0.02% | 1,849 | 466 | 33.7% | $4.74万 | 加仓 |
| BMY | BRISTOL MYERS | $18.42万 | 0.02% | 3,036 | 9 | 0.3% | $546 | 加仓 |
| — | DIMENSIONAL US | $18.40万 | 0.02% | 4,734 | -5,549 | -54.0% | -$21.56万 | 减仓 |
| AZN | ASTRAZENECA PLC | $18.36万 | 0.02% | 931 | 931 | — | $18.36万 | 新建仓 |
| OIH | VANECK OIL | $18.21万 | 0.02% | 450 | -19 | -4.1% | -$7,687 | 减仓 |
| JSMD | JANUS DETROIT | $17.78万 | 0.02% | 2,240 | -885 | -28.3% | -$7.02万 | 减仓 |
| TCBK | TRICO BANCSHARES | $17.76万 | 0.02% | 3,735 | 21 | 0.6% | $998 | 加仓 |
| CRM | SALESFORCE INC | $17.73万 | 0.02% | 949 | 0 | 0.0% | — | 不变 |