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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK FDG | $22.81万 | 0.02% | 237 | 1 | 0.4% | $962 | 加仓 |
| MMM | 3M COMPANY | $22.45万 | 0.02% | 1,386 | 5 | 0.4% | $810 | 加仓 |
| HEFA | ISHARES CURRENCY | $22.40万 | 0.02% | 4,774 | -790 | -14.2% | -$3.71万 | 减仓 |
| VIK | VIKING HOLDINGS | $21.82万 | 0.02% | 2,085 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $21.72万 | 0.02% | 802 | 25 | 3.2% | $6,769 | 加仓 |
| PULS | PGIM ULTRA | $21.46万 | 0.02% | 4,330 | -2,217 | -33.9% | -$10.99万 | 减仓 |
| COLB | COLUMBIA BANKING SYS INC | $21.45万 | 0.02% | 6,693 | -325 | -4.6% | -$1.04万 | 减仓 |
| BN | BROOKFIELD CORP | $21.17万 | 0.02% | 4,971 | 7 | 0.1% | $298 | 加仓 |
| AZN | ASTRAZENECA PLC | $21.03万 | 0.02% | 1,109 | 178 | 19.1% | $3.38万 | 加仓 |
| — | DIMENSIONAL US | $21.00万 | 0.02% | 4,734 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $20.85万 | 0.02% | 1,034 | 62 | 6.4% | $1.25万 | 加仓 |
| EW | EDWARDS LIFESCIENCES | $20.72万 | 0.02% | 2,291 | 82 | 3.7% | $7,418 | 加仓 |
| EZPW | EZCORP INC | $20.67万 | 0.02% | 5,980 | 2,385 | 66.3% | $8.24万 | 加仓 |
| FDT | FIRST TRUST | $20.55万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER | $20.46万 | 0.02% | 20,399 | 10,000 | 96.2% | $10.03万 | 加仓 |
| LPLA | LPL FINANCIAL | $20.39万 | 0.02% | 724 | 205 | 39.5% | $5.77万 | 加仓 |
| CLS | CELESTICA INC | $20.39万 | 0.02% | 559 | 185 | 49.5% | $6.75万 | 加仓 |
| SPIP | STATE STREET | $20.36万 | 0.02% | 7,929 | -10 | -0.1% | -$257 | 减仓 |
| TCBK | TRICO BANCSHARES | $20.21万 | 0.02% | 3,753 | 18 | 0.5% | $969 | 加仓 |
| AVAV | AEROVIRONMENT INC | $19.78万 | 0.02% | 1,198 | 100 | 9.1% | $1.65万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $19.76万 | 0.02% | 2,739 | 1,008 | 58.2% | $7.27万 | 加仓 |
| STRL | 9STERLING INFRASTRUCTURE | $19.72万 | 0.02% | 235 | 47 | 25.0% | $3.94万 | 加仓 |
| BUCK | SIMPLIFY TREASURY | $19.59万 | 0.02% | 8,366 | 3,259 | 63.8% | $7.63万 | 加仓 |
| CSX | CSX CORP | $19.36万 | 0.02% | 4,072 | 430 | 11.8% | $2.04万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE | $19.17万 | 0.02% | 3,250 | 3,067 | 1,676.0% | $18.09万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $18.74万 | 0.02% | 640 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $18.74万 | 0.02% | 2,431 | 816 | 50.5% | $6.29万 | 加仓 |
| CVS | CVS HEALTH | $18.67万 | 0.02% | 1,805 | 242 | 15.5% | $2.50万 | 加仓 |
| JSMD | JANUS DETROIT | $18.62万 | 0.02% | 1,839 | -401 | -17.9% | -$4.06万 | 减仓 |
| YYY | AMPLIFY CEF | $18.46万 | 0.02% | 16,007 | 57 | 0.4% | $657 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $18.40万 | 0.02% | 633 | 14 | 2.3% | $4,070 | 加仓 |
| BSV | VANGUARD SHORT | $18.38万 | 0.02% | 2,358 | 1,920 | 438.4% | $14.96万 | 加仓 |
| URI | UNITED RENTALS | $18.24万 | 0.02% | 161 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL | $17.92万 | 0.02% | 1,311 | -1,011 | -43.5% | -$13.82万 | 减仓 |
| GDX | VANECK GOLD | $17.86万 | 0.02% | 2,366 | 108 | 4.8% | $8,152 | 加仓 |
| IXN | ISHARES GLOBAL | $17.77万 | 0.02% | 1,230 | 1 | 0.1% | $144 | 加仓 |
| CSTM | CONSTELLIUM SE | $17.74万 | 0.02% | 5,566 | 5,516 | 11,032.0% | $17.58万 | 加仓 |
| PNC | PNC FINANCIAL | $17.70万 | 0.02% | 718 | 73 | 11.3% | $1.80万 | 加仓 |
| BMY | BRISTOL MYERS | $17.52万 | 0.02% | 3,040 | 4 | 0.1% | $230 | 加仓 |
| — | STATE STREET | $17.49万 | 0.02% | 1,151 | -750 | -39.5% | -$11.40万 | 减仓 |
| FEZ | STATE STREET | $17.36万 | 0.02% | 2,527 | -1,745 | -40.8% | -$11.99万 | 减仓 |
| RDDT | REDDIT INC | $17.36万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $17.10万 | 0.02% | 518 | 66 | 14.6% | $2.18万 | 加仓 |
| SUSA | ISHARES ESG | $17.02万 | 0.02% | 1,102 | 2 | 0.2% | $309 | 加仓 |
| EPD | ENTERPRISE PRODUCTS | $16.99万 | 0.02% | 4,622 | 814 | 21.4% | $2.99万 | 加仓 |
| CB | CHUBB LTD | $16.96万 | 0.02% | 497 | 1 | 0.2% | $341 | 加仓 |
| OIH | VANECK OIL | $16.76万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE | $16.39万 | 0.01% | 1,679 | 161 | 10.6% | $1.57万 | 加仓 |
| — | FIRST NORTHERN | $16.36万 | 0.01% | 9,121 | 9,121 | — | $16.36万 | 新建仓 |
| CRWV | COREWEAVE INC | $16.31万 | 0.01% | 1,639 | -166 | -9.2% | -$1.65万 | 减仓 |
| XEL | XCEL ENERGY | $16.28万 | 0.01% | 2,027 | 312 | 18.2% | $2.51万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $16.23万 | 0.01% | 910 | 35 | 4.0% | $6,243 | 加仓 |
| GILD | GILEAD SCIENCES | $16.14万 | 0.01% | 1,277 | 62 | 5.1% | $7,835 | 加仓 |
| KKR | KKR & CO | $16.02万 | 0.01% | 1,745 | -25 | -1.4% | -$2,295 | 减仓 |
| MET | METLIFE INC | $16.01万 | 0.01% | 1,892 | 251 | 15.3% | $2.12万 | 加仓 |
| AER | AERCAP HOLDINGS | $15.97万 | 0.01% | 1,095 | 3 | 0.3% | $438 | 加仓 |
| JETS | U S GLOBAL | $15.96万 | 0.01% | 4,803 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP | $15.92万 | 0.01% | 3,212 | 68 | 2.2% | $3,371 | 加仓 |
| FN | FABRINET | $15.91万 | 0.01% | 283 | 111 | 64.5% | $6.24万 | 加仓 |
| CRM | SALESFORCE INC | $15.74万 | 0.01% | 1,004 | 55 | 5.8% | $8,623 | 加仓 |
| QTEC | FIRST TRUST | $15.66万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $15.63万 | 0.01% | 1,900 | 13 | 0.7% | $1,070 | 加仓 |
| ED | CONSOLIDATED EDISON | $15.45万 | 0.01% | 1,396 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL | $15.44万 | 0.01% | 6,907 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $15.43万 | 0.01% | 4,177 | 2,566 | 159.3% | $9.48万 | 加仓 |
| PARR | PAR PACIFIC | $15.42万 | 0.01% | 2,750 | 1,684 | 158.0% | $9.44万 | 加仓 |
| PSA | PUBLIC STORAGE | $15.37万 | 0.01% | 482 | 88 | 22.3% | $2.81万 | 加仓 |
| IWV | ISHARES RUSSELL | $15.27万 | 0.01% | 358 | -4 | -1.1% | -$1,706 | 减仓 |
| FDL | FIRST TRUST | $15.23万 | 0.01% | 3,129 | 29 | 0.9% | $1,412 | 加仓 |
| ROBT | FIRST TRUST | $15.19万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $15.17万 | 0.01% | 2,622 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD | $15.13万 | 0.01% | 2,949 | 1,545 | 110.0% | $7.92万 | 加仓 |
| USAR | USA RARE | $15.11万 | 0.01% | 7,000 | 7,000 | — | $15.11万 | 新建仓 |
| CDL | VICTORYSHARES US | $15.10万 | 0.01% | 1,946 | -1,163 | -37.4% | -$9.02万 | 减仓 |
| NEXA | NEXA RESOURCES | $15.01万 | 0.01% | 12,260 | 12,260 | — | $15.01万 | 新建仓 |
| SCHP | SCHWAB US | $14.97万 | 0.01% | 5,648 | 4,850 | 607.8% | $12.85万 | 加仓 |
| NBIS | NEBIUS GROUP | $14.78万 | 0.01% | 535 | 18 | 3.5% | $4,971 | 加仓 |
| T | AT&T INC | $14.71万 | 0.01% | 7,107 | -28 | -0.4% | -$580 | 减仓 |
| MUFG | MITSUBISHI UFJ | $14.55万 | 0.01% | 7,316 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $14.46万 | 0.01% | 1,548 | 57 | 3.8% | $5,325 | 加仓 |
| IDMO | INVESCO S&P | $14.39万 | 0.01% | 2,386 | -622 | -20.7% | -$3.75万 | 减仓 |
| MPC | MARATHON PETROLEUM | $14.39万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD | $14.31万 | 0.01% | 3,883 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $14.25万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP | $14.20万 | 0.01% | 1,198 | 1,144 | 2,118.5% | $13.56万 | 加仓 |
| TMUS | T-MOBILE US | $14.18万 | 0.01% | 845 | -57 | -6.3% | -$9,567 | 减仓 |
| MRNA | MODERNA INC | $14.18万 | 0.01% | 2,025 | 2,000 | 8,000.0% | $14.01万 | 加仓 |
| RCL | ROYAL CARIBBEAN | $14.16万 | 0.01% | 446 | -6 | -1.3% | -$1,905 | 减仓 |
| BBEU | JPMORGAN BUILDERS | $14.09万 | 0.01% | 1,812 | 1,812 | — | $14.09万 | 新建仓 |
| UTF | COHEN & STEERS | $13.96万 | 0.01% | 5,060 | 71 | 1.4% | $1,959 | 加仓 |
| KMI | KINDER MORGAN | $13.93万 | 0.01% | 4,358 | 611 | 16.3% | $1.95万 | 加仓 |
| ADI | ANALOG DEVICES | $13.77万 | 0.01% | 346 | 42 | 13.8% | $1.67万 | 加仓 |
| NTRA | NATERA INC | $13.57万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VLU | STATE STREET | $13.49万 | 0.01% | 566 | 566 | — | $13.49万 | 新建仓 |
| NOBL | PROSHARES S&P | $13.48万 | 0.01% | 2,400 | -2,446 | -50.5% | -$13.74万 | 减仓 |
| IGV | ISHARES EXPANDED | $13.46万 | 0.01% | 1,485 | -144 | -8.8% | -$1.30万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $13.43万 | 0.01% | 706 | -40 | -5.4% | -$7,608 | 减仓 |
| PTLC | PACER TRENDPILOT | $13.36万 | 0.01% | 2,293 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET | $13.29万 | 0.01% | 2,614 | 22 | 0.8% | $1,119 | 加仓 |
| XLU | STATE STREET | $13.14万 | 0.01% | 2,897 | 2 | 0.1% | $91 | 加仓 |