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 |
|---|---|---|---|---|---|---|---|---|
| AIRR | FIRST TRUST | $44.22万 | 0.04% | 3,318 | 2 | 0.1% | $267 | 加仓 |
| PID | INVESCO INTL | $43.90万 | 0.04% | 19,775 | -2,038 | -9.3% | -$4.52万 | 减仓 |
| DE | DEERE & CO | $43.18万 | 0.04% | 680 | 3 | 0.4% | $1,905 | 加仓 |
| FDVV | FIDELITY HIGH | $43.01万 | 0.04% | 7,133 | -6,029 | -45.8% | -$36.35万 | 减仓 |
| DON | WISDOMTREE TR | $42.60万 | 0.04% | 7,537 | -880 | -10.5% | -$4.97万 | 减仓 |
| SCHA | SCHWAB US | $42.45万 | 0.04% | 11,748 | 1,991 | 20.4% | $7.19万 | 加仓 |
| BINC | ISHARES FLEXIBLE | $42.35万 | 0.04% | 8,090 | 2,354 | 41.0% | $12.32万 | 加仓 |
| SUSC | ISHARES TR | $42.30万 | 0.04% | 18,272 | -1,443 | -7.3% | -$3.34万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $42.26万 | 0.04% | 4,669 | -29 | -0.6% | -$2,625 | 减仓 |
| HTGC | HERCULES CAPITAL | $42.13万 | 0.04% | 26,713 | -28,526 | -51.6% | -$44.99万 | 减仓 |
| PWR | QUANTA SERVICES | $41.99万 | 0.04% | 583 | 3 | 0.5% | $2,161 | 加仓 |
| SPTI | STATE STREET | $40.91万 | 0.04% | 14,411 | -17,152 | -54.3% | -$48.70万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC | $40.89万 | 0.04% | 4,608 | 3,055 | 196.7% | $27.11万 | 加仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $40.84万 | 0.04% | 10,664 | -493 | -4.4% | -$1.89万 | 减仓 |
| VXUS | VANGUARD TOTAL | $40.69万 | 0.04% | 4,759 | 449 | 10.4% | $3.84万 | 加仓 |
| VTC | VANGUARD TOTAL | $40.43万 | 0.04% | 5,263 | 65 | 1.3% | $4,993 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $39.04万 | 0.04% | 455 | 83 | 22.3% | $7.12万 | 加仓 |
| VYM | VANGUARD HIGH | $39.02万 | 0.04% | 2,469 | -737 | -23.0% | -$11.65万 | 减仓 |
| COF | CAPITAL ONE | $38.91万 | 0.04% | 1,939 | 154 | 8.6% | $3.09万 | 加仓 |
| MA | MASTERCARD INC | $38.75万 | 0.04% | 754 | 69 | 10.1% | $3.55万 | 加仓 |
| VEU | VANGUARD FTSE | $38.64万 | 0.04% | 4,614 | 35 | 0.8% | $2,931 | 加仓 |
| LUNR | INTUITIVE MACHINES | $38.47万 | 0.04% | 17,986 | 16,986 | 1,698.6% | $36.33万 | 加仓 |
| KNG | FIRST TRUST | $38.08万 | 0.03% | 7,540 | -772 | -9.3% | -$3.90万 | 减仓 |
| SCHE | SCHWAB EMERGING | $37.77万 | 0.03% | 10,416 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $37.73万 | 0.03% | 4,565 | 111 | 2.5% | $9,173 | 加仓 |
| VGT | VANGUARD INFORMATION | $37.44万 | 0.03% | 3,132 | 2,732 | 683.0% | $32.66万 | 加仓 |
| ASML | ASML HOLDING | $37.25万 | 0.03% | 187 | -15 | -7.4% | -$2.99万 | 减仓 |
| VMC | VULCAN MATERIALS | $37.03万 | 0.03% | 1,255 | -48 | -3.7% | -$1.42万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY | $35.82万 | 0.03% | 1,202 | 136 | 12.8% | $4.05万 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $35.04万 | 0.03% | 1,175 | 106 | 9.9% | $3.16万 | 加仓 |
| SCHG | SCHWAB US | $34.66万 | 0.03% | 10,243 | -678 | -6.2% | -$2.29万 | 减仓 |
| SBUX | STARBUCKS CORP | $34.61万 | 0.03% | 3,386 | 54 | 1.6% | $5,520 | 加仓 |
| MO | ALTRIA GROUP | $34.38万 | 0.03% | 4,778 | -217 | -4.3% | -$1.56万 | 减仓 |
| ITA | ISHARES AEROSPACE | $34.37万 | 0.03% | 1,417 | 223 | 18.7% | $5.41万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR | $34.23万 | 0.03% | 8,469 | 105 | 1.3% | $4,243 | 加仓 |
| VLO | VALERO ENERGY | $33.31万 | 0.03% | 1,279 | 290 | 29.3% | $7.55万 | 加仓 |
| STIP | ISHARES 0-5 | $33.13万 | 0.03% | 3,242 | 2,909 | 873.6% | $29.72万 | 加仓 |
| MUB | ISHARES TR | $32.83万 | 0.03% | 3,051 | 2,168 | 245.5% | $23.33万 | 加仓 |
| DBEF | XTRACKERS MSCI | $32.60万 | 0.03% | 5,967 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $32.54万 | 0.03% | 3,509 | 289 | 9.0% | $2.68万 | 加仓 |
| IBIT | ISHARES BITCOIN | $32.52万 | 0.03% | 9,770 | 2,052 | 26.6% | $6.83万 | 加仓 |
| ABSI | ABSCI CORP | $32.45万 | 0.03% | 28,000 | 28,000 | — | $32.45万 | 新建仓 |
| ILDR | FIRST TRUST | $31.64万 | 0.03% | 8,061 | -17,894 | -68.9% | -$70.23万 | 减仓 |
| JBND | JPMORGAN ACTIVE | $31.59万 | 0.03% | 5,904 | 65 | 1.1% | $3,478 | 加仓 |
| GS | GOLDMAN SACHS | $31.55万 | 0.03% | 311 | 6 | 2.0% | $6,086 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $31.42万 | 0.03% | 479 | 33 | 7.4% | $2.16万 | 加仓 |
| NUMG | NUSHARES ETF TR | $31.38万 | 0.03% | 6,682 | 410 | 6.5% | $1.93万 | 加仓 |
| APH | AMPHENOL CORP | $31.30万 | 0.03% | 1,775 | 42 | 2.4% | $7,407 | 加仓 |
| CGCV | CAPITAL GROUP | $31.03万 | 0.03% | 9,453 | -54,703 | -85.3% | -$179.54万 | 减仓 |
| CRDO | CREDO TECHNOLOGY | $31.00万 | 0.03% | 1,140 | 379 | 49.8% | $10.31万 | 加仓 |
| VOE | VANGUARD MID | $30.28万 | 0.03% | 1,532 | 2 | 0.1% | $395 | 加仓 |
| SPMB | STATE STREET | $30.28万 | 0.03% | 13,573 | -15,975 | -54.1% | -$35.64万 | 减仓 |
| C | CITIGROUP INC | $30.26万 | 0.03% | 2,162 | 72 | 3.4% | $1.01万 | 加仓 |
| VBK | VANGUARD SMALL | $30.22万 | 0.03% | 826 | -1 | -0.1% | -$366 | 减仓 |
| ENB | ENBRIDGE INC | $29.86万 | 0.03% | 5,508 | -34 | -0.6% | -$1,843 | 减仓 |
| JIVE | JPMORGAN INTL | $29.81万 | 0.03% | 3,242 | 3,242 | — | $29.81万 | 新建仓 |
| MAR | MARRIOTT INTL | $29.60万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.35万 | 0.03% | 2,823 | 87 | 3.2% | $9,046 | 加仓 |
| ICVT | ISHARES CONV | $29.31万 | 0.03% | 2,407 | 558 | 30.2% | $6.80万 | 加仓 |
| NKE | NIKE INC | $29.28万 | 0.03% | 7,132 | -4,247 | -37.3% | -$17.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $29.06万 | 0.03% | 3,202 | 1,011 | 46.1% | $9.17万 | 加仓 |
| VBR | VANGUARD SMALL | $29.05万 | 0.03% | 1,195 | 44 | 3.8% | $1.07万 | 加仓 |
| FCX | FREEPORT MCMORAN | $28.48万 | 0.03% | 4,528 | 394 | 9.5% | $2.48万 | 加仓 |
| CCL | CARNIVAL CORP | $28.27万 | 0.03% | 9,895 | 9,895 | — | $28.27万 | 新建仓 |
| XSD | STATE STREET | $28.11万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X | $28.06万 | 0.03% | 6,420 | 1,367 | 27.1% | $5.97万 | 加仓 |
| SCHX | SCHWAB US | $28.04万 | 0.03% | 9,528 | 7 | 0.1% | $206 | 加仓 |
| JSML | JANUS DETROIT | $27.45万 | 0.03% | 2,950 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.19万 | 0.02% | 11,293 | 1,080 | 10.6% | $2.60万 | 加仓 |
| VDC | VANGUARD WORLD FD | $27.19万 | 0.02% | 1,206 | 1,102 | 1,059.6% | $24.84万 | 加仓 |
| TTMI | TTM TECHNOLOGIES | $26.71万 | 0.02% | 1,428 | 319 | 28.8% | $5.97万 | 加仓 |
| PAAA | PGIM AAA | $26.68万 | 0.02% | 5,204 | -2,966 | -36.3% | -$15.21万 | 减仓 |
| BUFD | FIRST TRUST | $26.50万 | 0.02% | 8,915 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $26.42万 | 0.02% | 4,264 | -3,492 | -45.0% | -$21.64万 | 减仓 |
| WM | WASTE MANAGEMENT | $26.17万 | 0.02% | 1,174 | 67 | 6.1% | $1.49万 | 加仓 |
| SPEM | STATE STREET | $25.97万 | 0.02% | 5,015 | -4,298 | -46.2% | -$22.26万 | 减仓 |
| HYG | ISHARES IBOXX | $25.95万 | 0.02% | 3,245 | -653 | -16.8% | -$5.22万 | 减仓 |
| NDSN | NORDSON CORP | $25.85万 | 0.02% | 857 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $25.79万 | 0.02% | 3,464 | -35 | -1.0% | -$2,606 | 减仓 |
| LCTU | BLACKROCK ISHARES | $25.56万 | 0.02% | 3,189 | -498 | -13.5% | -$3.99万 | 减仓 |
| EES | WISDOMTREE TR | $25.50万 | 0.02% | 3,760 | 3,221 | 597.6% | $21.84万 | 加仓 |
| UPS | UNITED PARCEL | $25.47万 | 0.02% | 2,369 | -738 | -23.8% | -$7.94万 | 减仓 |
| TLT | ISHARES 20 | $25.36万 | 0.02% | 2,934 | -351 | -10.7% | -$3.03万 | 减仓 |
| IDEV | ISHARES CORE | $25.18万 | 0.02% | 2,828 | 2 | 0.1% | $178 | 加仓 |
| SPLV | INVESCO S&P | $25.08万 | 0.02% | 3,348 | -3,481 | -51.0% | -$26.08万 | 减仓 |
| DRI | DARDEN RESTAURANTS | $25.04万 | 0.02% | 1,215 | 1 | 0.1% | $206 | 加仓 |
| BIV | VANGUARD INTERMEDIATE | $24.90万 | 0.02% | 3,247 | -2,379 | -42.3% | -$18.25万 | 减仓 |
| DVY | ISHARES SELECT | $24.82万 | 0.02% | 1,588 | -300 | -15.9% | -$4.69万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $24.54万 | 0.02% | 1,110 | 1,110 | — | $24.54万 | 新建仓 |
| MXL | MAXLINEAR INC | $24.31万 | 0.02% | 1,899 | 1,899 | — | $24.31万 | 新建仓 |
| JCI | JOHNSON CONTROLS | $23.97万 | 0.02% | 1,640 | 14 | 0.9% | $2,046 | 加仓 |
| ARKK | ARK INNOVATION | $23.96万 | 0.02% | 2,965 | -4 | -0.1% | -$323 | 减仓 |
| ULTA | ULTA BEAUTY | $23.95万 | 0.02% | 531 | -6 | -1.1% | -$2,706 | 减仓 |
| XMVM | INVESCO S&P | $23.84万 | 0.02% | 3,361 | -801 | -19.2% | -$5.68万 | 减仓 |
| EAGG | ISHARES TR | $23.79万 | 0.02% | 5,018 | 93 | 1.9% | $4,410 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS | $23.55万 | 0.02% | 30,000 | 30,000 | — | $23.55万 | 新建仓 |
| MKL | MARKEL GROUP | $23.44万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE | $23.20万 | 0.02% | 674 | -27 | -3.9% | -$9,292 | 减仓 |
| FWD | AB DISRUPTORS | $23.20万 | 0.02% | 1,566 | 949 | 153.8% | $14.06万 | 加仓 |
| HON | HONEYWELL INTL | $23.13万 | 0.02% | 1,032 | -777 | -43.0% | -$17.41万 | 减仓 |