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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES | $17.69万 | 0.02% | 2,209 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY CEF | $17.59万 | 0.02% | 15,950 | 56 | 0.4% | $618 | 加仓 |
| VHT | VANGUARD HEALTH | $17.59万 | 0.02% | 646 | -85 | -11.6% | -$2.31万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $17.10万 | 0.02% | 446 | 70 | 18.6% | $2.68万 | 加仓 |
| GILD | GILEAD SCIENCES | $16.94万 | 0.02% | 1,215 | 19 | 1.6% | $2,649 | 加仓 |
| IDMO | INVESCO S&P | $16.50万 | 0.02% | 3,008 | -1,407 | -31.9% | -$7.72万 | 减仓 |
| FSIG | FIRST TRUST | $16.37万 | 0.02% | 8,645 | -8,571 | -49.8% | -$16.23万 | 减仓 |
| KKR | KKR & CO | $16.37万 | 0.02% | 1,770 | -1,902 | -51.8% | -$17.59万 | 减仓 |
| CB | CHUBB LTD | $16.20万 | 0.02% | 496 | -9 | -1.8% | -$2,939 | 减仓 |
| NEM | NEWMONT CORP | $16.14万 | 0.02% | 1,491 | 780 | 109.7% | $8.44万 | 加仓 |
| ED | CONSOLIDATED EDISON | $15.81万 | 0.02% | 1,396 | 500 | 55.8% | $5.66万 | 加仓 |
| IWB | ISHARES RUSSELL | $15.79万 | 0.02% | 442 | 322 | 268.3% | $11.50万 | 加仓 |
| FDL | FIRST TRUST | $15.75万 | 0.02% | 3,100 | -38,228 | -92.5% | -$194.20万 | 减仓 |
| LPLA | LPL FINANCIAL | $15.61万 | 0.02% | 519 | 0 | 0.0% | — | 不变 |
| HYGH | ISHARES INTEREST | $15.60万 | 0.02% | 1,821 | -3,027 | -62.4% | -$25.93万 | 减仓 |
| CCL | CARNIVAL CORP | $15.52万 | 0.02% | 5,995 | 1,499 | 33.3% | $3.88万 | 加仓 |
| VIK | VIKING HOLDINGS | $15.32万 | 0.02% | 2,085 | 18 | 0.9% | $1,323 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $15.11万 | 0.02% | 2,622 | -130 | -4.7% | -$7,493 | 减仓 |
| GEHC | GE HEALTHCARE | $15.11万 | 0.02% | 2,122 | 4 | 0.2% | $285 | 加仓 |
| AER | AERCAP HOLDINGS | $14.98万 | 0.02% | 1,092 | 3 | 0.3% | $412 | 加仓 |
| BKNG | BOOKING HOLDINGS | $14.97万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $14.95万 | 0.02% | 3,642 | 1 | 0.0% | $41 | 加仓 |
| CMCSA | COMCAST CORP | $14.94万 | 0.02% | 5,202 | 1,182 | 29.4% | $3.39万 | 加仓 |
| BMNR | BITMINE IMMERSION | $14.87万 | 0.02% | 7,518 | -750 | -9.1% | -$1.48万 | 减仓 |
| INTC | INTEL CORP | $14.83万 | 0.02% | 3,359 | -880 | -20.8% | -$3.88万 | 减仓 |
| HSY | HERSHEY COMPANY | $14.82万 | 0.02% | 712 | -189 | -21.0% | -$3.93万 | 减仓 |
| SCZ | ISHARES MSCI | $14.80万 | 0.02% | 1,887 | -57 | -2.9% | -$4,471 | 减仓 |
| XSD | STATE STREET | $14.70万 | 0.02% | 450 | -12 | -2.6% | -$3,919 | 减仓 |
| NLY | ANNALY CAPITAL | $14.61万 | 0.02% | 6,907 | 1,500 | 27.7% | $3.17万 | 加仓 |
| SUSA | ISHARES ESG | $14.54万 | 0.02% | 1,100 | -25 | -2.2% | -$3,305 | 减仓 |
| HDV | ISHARES CORE | $14.42万 | 0.02% | 1,062 | 56 | 5.6% | $7,604 | 加仓 |
| EPD | ENTERPRISE PRODUCTS | $14.41万 | 0.02% | 3,808 | -3,280 | -46.3% | -$12.41万 | 减仓 |
| WPM | WHEATON PRECIOUS | $14.41万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $14.37万 | 0.02% | 1,486 | 228 | 18.1% | $2.20万 | 加仓 |
| INMU | ISHARES INTERMEDIATE | $14.34万 | 0.02% | 5,998 | 5,998 | — | $14.34万 | 新建仓 |
| — | ELECTRONIC ARTS | $14.17万 | 0.02% | 695 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $14.10万 | 0.02% | 1,163 | 327 | 39.1% | $3.96万 | 加仓 |
| B | BARRICK MINING | $14.04万 | 0.02% | 3,441 | 1,999 | 138.6% | $8.15万 | 加仓 |
| CRWV | COREWEAVE INC | $13.98万 | 0.02% | 1,805 | 1,052 | 139.7% | $8.15万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC | $13.82万 | 0.02% | 1,553 | 1,553 | — | $13.82万 | 新建仓 |
| MPC | MARATHON PETROLEUM | $13.73万 | 0.02% | 562 | -17 | -2.9% | -$4,152 | 减仓 |
| EQT | EQT CORP | $13.63万 | 0.01% | 2,142 | -21 | -1.0% | -$1,336 | 减仓 |
| XEL | XCEL ENERGY | $13.62万 | 0.01% | 1,715 | -108 | -5.9% | -$8,580 | 减仓 |
| HUBB | HUBBELL INC | $13.50万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $13.46万 | 0.01% | 1,000 | -835 | -45.5% | -$11.24万 | 减仓 |
| PNC | PNC FINANCIAL | $13.44万 | 0.01% | 645 | 83 | 14.8% | $1.73万 | 加仓 |
| AOA | ISHARES CORE | $13.44万 | 0.01% | 1,518 | -210 | -12.2% | -$1.86万 | 减仓 |
| — | CION INVESTMENT | $13.43万 | 0.01% | 19,638 | 326 | 1.7% | $2,230 | 加仓 |
| IWV | ISHARES RUSSELL | $13.42万 | 0.01% | 362 | 17 | 4.9% | $6,302 | 加仓 |
| HEQT | SIMPLIFY HEDGED | $13.37万 | 0.01% | 4,243 | -2,743 | -39.3% | -$8.64万 | 减仓 |
| AWK | AMERICAN WATER | $13.29万 | 0.01% | 976 | -150 | -13.3% | -$2.04万 | 减仓 |
| XLU | STATE STREET | $13.29万 | 0.01% | 2,895 | 4 | 0.1% | $184 | 加仓 |
| DFAX | DIMENSIONAL WORLD | $13.19万 | 0.01% | 3,883 | -817 | -17.4% | -$2.78万 | 减仓 |
| TRV | TRAVELERS COS | $13.18万 | 0.01% | 452 | 52 | 13.0% | $1.52万 | 加仓 |
| WELL | WELLTOWER INC | $13.13万 | 0.01% | 664 | 1 | 0.2% | $198 | 加仓 |
| SHOP | SHOPIFY INC | $13.12万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $13.04万 | 0.01% | 1,629 | 1,514 | 1,316.5% | $12.12万 | 加仓 |
| XLB | STATE STREET | $12.95万 | 0.01% | 2,592 | -536 | -17.1% | -$2.68万 | 减仓 |
| IYE | ISHARES U S | $12.94万 | 0.01% | 1,998 | 238 | 13.5% | $1.54万 | 加仓 |
| SIL | GLOBAL X | $12.92万 | 0.01% | 1,433 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $12.91万 | 0.01% | 4,989 | 68 | 1.4% | $1,760 | 加仓 |
| PSX | PHILLIPS 66 | $12.89万 | 0.01% | 707 | -332 | -32.0% | -$6.05万 | 减仓 |
| IEF | ISHARES 7-10YR | $12.86万 | 0.01% | 1,347 | -32 | -2.3% | -$3,055 | 减仓 |
| FIXD | FIRST TRUST | $12.83万 | 0.01% | 2,944 | -15,159 | -83.7% | -$66.08万 | 减仓 |
| FDX | FEDEX CORP | $12.83万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT | $12.79万 | 0.01% | 25,075 | -31,684 | -55.8% | -$16.16万 | 减仓 |
| AMT | AMERICAN TOWER | $12.77万 | 0.01% | 739 | -8 | -1.1% | -$1,382 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $12.60万 | 0.01% | 746 | -17 | -2.2% | -$2,871 | 减仓 |
| KMI | KINDER MORGAN | $12.57万 | 0.01% | 3,747 | 447 | 13.5% | $1.50万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $12.50万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST | $12.46万 | 0.01% | 2,700 | -382 | -12.4% | -$1.76万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $12.45万 | 0.01% | 1,731 | -18 | -1.0% | -$1,295 | 减仓 |
| RCL | ROYAL CARIBBEAN | $12.44万 | 0.01% | 452 | -13 | -2.8% | -$3,578 | 减仓 |
| MUFG | MITSUBISHI UFJ | $12.42万 | 0.01% | 7,316 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $12.29万 | 0.01% | 1,229 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP | $12.28万 | 0.01% | 3,144 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS | $12.22万 | 0.01% | 1,443 | 1,443 | — | $12.22万 | 新建仓 |
| GM | GENERAL MOTORS | $12.04万 | 0.01% | 1,615 | 1,177 | 268.7% | $8.77万 | 加仓 |
| PTLC | PACER TRENDPILOT | $12.03万 | 0.01% | 2,293 | -369 | -13.9% | -$1.94万 | 减仓 |
| BUCK | SIMPLIFY TREASURY | $12.01万 | 0.01% | 5,107 | 40 | 0.8% | $940 | 加仓 |
| EMXC | ISHARES MSCI | $11.97万 | 0.01% | 1,521 | -317 | -17.2% | -$2.49万 | 减仓 |
| JETS | U S GLOBAL | $11.83万 | 0.01% | 4,803 | 1,442 | 42.9% | $3.55万 | 加仓 |
| SSRM | SSR MINING | $11.77万 | 0.01% | 4,004 | 3,148 | 367.8% | $9.26万 | 加仓 |
| URI | UNITED RENTALS | $11.73万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.61万 | 0.01% | 1,641 | 331 | 25.3% | $2.34万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $11.55万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY | $11.41万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| — | ALPS OSHARE | $11.32万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR | $11.29万 | 0.01% | 11,086 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER | $11.27万 | 0.01% | 10,399 | 7,900 | 316.1% | $8.56万 | 加仓 |
| PLD | PROLOGIS INC | $11.27万 | 0.01% | 852 | 2 | 0.2% | $264 | 加仓 |
| CVS | CVS HEALTH | $11.23万 | 0.01% | 1,563 | 261 | 20.0% | $1.87万 | 加仓 |
| MFC | MANULIFE FINANCIAL | $11.06万 | 0.01% | 3,210 | 2,050 | 176.7% | $7.06万 | 加仓 |
| VUSB | VANGUARD ULTRA | $11.05万 | 0.01% | 2,219 | 8 | 0.4% | $398 | 加仓 |
| WPC | W P CAREY | $11.03万 | 0.01% | 1,622 | -14 | -0.9% | -$952 | 减仓 |
| HEEM | ISHARES INC | $10.99万 | 0.01% | 2,977 | -1,393 | -31.9% | -$5.14万 | 减仓 |
| ADBE | ADOBE INC | $10.99万 | 0.01% | 452 | -36 | -7.4% | -$8,751 | 减仓 |
| NVS | NOVARTIS AG | $10.95万 | 0.01% | 717 | 7 | 1.0% | $1,069 | 加仓 |
| AB | ALLIANCE BERNSTEIN | $10.82万 | 0.01% | 2,890 | 296 | 11.4% | $1.11万 | 加仓 |
| TTMI | TTM TECHNOLOGIES | $10.80万 | 0.01% | 1,109 | 924 | 499.5% | $9.00万 | 加仓 |