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 |
|---|---|---|---|---|---|---|---|---|
| FLY | FIREFLY AEROSPACE | $10.79万 | 0.01% | 3,790 | 3,790 | — | $10.79万 | 新建仓 |
| AIG | AMERICAN INTL | $10.70万 | 0.01% | 1,422 | -26 | -1.8% | -$1,957 | 减仓 |
| DSL | DOUBLELINE INCOME | $10.70万 | 0.01% | 9,877 | -17,869 | -64.4% | -$19.35万 | 减仓 |
| PSA | PUBLIC STORAGE | $10.70万 | 0.01% | 394 | -53 | -11.9% | -$1.44万 | 减仓 |
| SCHM | SCHWAB US | $10.58万 | 0.01% | 3,415 | 664 | 24.1% | $2.06万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $10.56万 | 0.01% | 1,066 | -294 | -21.6% | -$2.91万 | 减仓 |
| AMLP | ALERIAN MLP | $10.54万 | 0.01% | 2,002 | -94 | -4.5% | -$4,950 | 减仓 |
| CLS | CELESTICA INC | $10.53万 | 0.01% | 374 | 210 | 128.0% | $5.92万 | 加仓 |
| — | WELLS FARGO | $10.51万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $10.48万 | 0.01% | 1,252 | 1 | 0.1% | $84 | 加仓 |
| TTE | TOTALENERGIES SE | $10.47万 | 0.01% | 1,151 | -44 | -3.7% | -$4,004 | 减仓 |
| HOOD | ROBINHOOD MARKETS | $10.47万 | 0.01% | 1,511 | 900 | 147.3% | $6.24万 | 加仓 |
| ARKW | ARK NEXT | $10.47万 | 0.01% | 868 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $10.45万 | 0.01% | 2,008 | -220 | -9.9% | -$1.14万 | 减仓 |
| TIGO | MILLICOM INTL | $10.40万 | 0.01% | 1,388 | 1,181 | 570.5% | $8.85万 | 加仓 |
| RFV | INVESCO S&P | $10.36万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCHANGE | $10.32万 | 0.01% | 3,835 | -1,804 | -32.0% | -$4.85万 | 减仓 |
| QFLR | INNOVATOR NASDAQ | $10.16万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $10.14万 | 0.01% | 227 | -23 | -9.2% | -$1.03万 | 减仓 |
| BUD | ANHEUSER BUSCH | $10.12万 | 0.01% | 1,458 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $10.11万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $10.00万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA | $9.98万 | 0.01% | 1,755 | -4,608 | -72.4% | -$26.21万 | 减仓 |
| GSST | GOLDMAN SACHS | $9.97万 | 0.01% | 1,971 | 435 | 28.3% | $2.20万 | 加仓 |
| VFLO | VICTORYSHARES FREE | $9.87万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $9.77万 | 0.01% | 2,505 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $9.70万 | 0.01% | 304 | 1 | 0.3% | $319 | 加仓 |
| HLN | HALEON PLC | $9.66万 | 0.01% | 9,648 | 2,412 | 33.3% | $2.41万 | 加仓 |
| WTMF | WISDOMTREE MANAGED | $9.65万 | 0.01% | 2,432 | -1,047 | -30.1% | -$4.16万 | 减仓 |
| FCNCA | FIRST CITIZENS | $9.63万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $9.50万 | 0.01% | 1,021 | -53 | -4.9% | -$4,929 | 减仓 |
| NOK | NOKIA CORP | $9.49万 | 0.01% | 11,803 | -3,196 | -21.3% | -$2.57万 | 减仓 |
| MUB | ISHARES NATIONAL | $9.38万 | 0.01% | 883 | -1,945 | -68.8% | -$20.66万 | 减仓 |
| CGMU | CAPITAL GROUP | $9.36万 | 0.01% | 3,449 | 19 | 0.6% | $516 | 加仓 |
| BOTZ | GLOBAL X | $9.35万 | 0.01% | 2,815 | -280 | -9.0% | -$9,302 | 减仓 |
| PGR | PROGRESSIVE CORP | $9.33万 | 0.01% | 470 | 29 | 6.6% | $5,754 | 加仓 |
| — | FIRST TRUST | $9.31万 | 0.01% | 985 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $9.31万 | 0.01% | 1,091 | 5 | 0.5% | $427 | 加仓 |
| EMR | EMERSON ELECTRIC | $9.28万 | 0.01% | 708 | 220 | 45.1% | $2.88万 | 加仓 |
| IFRA | ISHARES TRUST | $9.23万 | 0.01% | 1,614 | 5 | 0.3% | $286 | 加仓 |
| ACN | ACCENTURE PLC | $9.22万 | 0.01% | 465 | -93 | -16.7% | -$1.84万 | 减仓 |
| PFGC | PERFORMANCE FOOD | $9.21万 | 0.01% | 1,075 | 553 | 105.9% | $4.74万 | 加仓 |
| EEM | ISHARES MSCI | $9.15万 | 0.01% | 1,611 | 1,255 | 352.5% | $7.13万 | 加仓 |
| EZPW | EZCORP INC | $9.12万 | 0.01% | 3,595 | 3,533 | 5,698.4% | $8.97万 | 加仓 |
| TFC | TRUIST FINANCIAL | $9.07万 | 0.01% | 1,973 | 17 | 0.9% | $782 | 加仓 |
| MSCI | MSCI INC | $9.06万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $9.00万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG | $8.97万 | 0.01% | 799 | 799 | — | $8.97万 | 新建仓 |
| FN | FABRINET | $8.97万 | 0.01% | 172 | 167 | 3,340.0% | $8.71万 | 加仓 |
| GSLC | GOLDMAN SACHS | $8.83万 | 0.01% | 706 | 2 | 0.3% | $250 | 加仓 |
| ADP | AUTOMATIC DATA | $8.80万 | 0.01% | 433 | -14 | -3.1% | -$2,845 | 减仓 |
| USA | LIBERTY ALL-STAR | $8.75万 | 0.01% | 15,762 | 867 | 5.8% | $4,812 | 加仓 |
| MTB | M&T BANK | $8.74万 | 0.01% | 423 | 261 | 161.1% | $5.40万 | 加仓 |
| MSIF | MSC INCOME | $8.72万 | 0.01% | 7,161 | 2,950 | 70.1% | $3.59万 | 加仓 |
| — | FLAHERTY & CRUMRINE | $8.60万 | 0.01% | 4,283 | 75 | 1.8% | $1,505 | 加仓 |
| LDOS | LEIDOS HOLDINGS | $8.54万 | 0.01% | 549 | 16 | 3.0% | $2,488 | 加仓 |
| PWRD | TCW TR | $8.51万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $8.42万 | 0.01% | 1,657 | -826 | -33.3% | -$4.20万 | 减仓 |
| ARCC | ARES CAPITAL | $8.34万 | 0.01% | 4,630 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSS | $8.34万 | 0.01% | 572 | 1 | 0.2% | $146 | 加仓 |
| INDA | ISHARES MSCI | $8.34万 | 0.01% | 1,780 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TRUST | $8.29万 | 0.01% | 898 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTL | $8.21万 | 0.01% | 2,045 | -64,608 | -96.9% | -$259.44万 | 减仓 |
| PFFD | GLOBAL X | $8.17万 | 0.01% | 4,438 | -1,920 | -30.2% | -$3.53万 | 减仓 |
| CCJ | CAMECO CORP | $8.15万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS | $8.05万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JR | $7.98万 | 0.01% | 665 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET | $7.97万 | 0.01% | 1,952 | -3,325 | -63.0% | -$13.58万 | 减仓 |
| PFLT | PENNANTPARK FLOATING | $7.92万 | 0.01% | 9,852 | 96 | 1.0% | $772 | 加仓 |
| BOND | PIMCO ACTIVE | $7.91万 | 0.01% | 857 | 295 | 52.5% | $2.72万 | 加仓 |
| CDE | COEUR MINING | $7.85万 | 0.01% | 4,182 | 3,520 | 531.7% | $6.61万 | 加仓 |
| JD | JD.COM INC | $7.81万 | 0.01% | 2,642 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $7.81万 | 0.01% | 1,726 | -1,824 | -51.4% | -$8.25万 | 减仓 |
| SYK | STRYKER CORP | $7.78万 | 0.01% | 236 | 43 | 22.3% | $1.42万 | 加仓 |
| NDAQ | NASDAQ INC | $7.72万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY | $7.71万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $7.69万 | 0.01% | 994 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC | $7.67万 | 0.01% | 975 | -238 | -19.6% | -$1.87万 | 减仓 |
| LVS | LAS VEGAS SANDS | $7.66万 | 0.01% | 1,421 | -24 | -1.7% | -$1,294 | 减仓 |
| STRL | 9STERLING INFRASTRUCTURE | $7.66万 | 0.01% | 188 | 44 | 30.6% | $1.79万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7.61万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $7.58万 | 0.01% | 1,611 | 17 | 1.1% | $799 | 加仓 |
| DGRS | WISDOMTREE US | $7.48万 | 0.01% | 1,411 | 3 | 0.2% | $159 | 加仓 |
| ODFL | OLD DOMINION | $7.41万 | 0.01% | 379 | 63 | 19.9% | $1.23万 | 加仓 |
| IUSV | ISHARES CORE | $7.40万 | 0.01% | 724 | 3 | 0.4% | $307 | 加仓 |
| BND | VANGUARD TOTAL | $7.34万 | 0.01% | 996 | -191 | -16.1% | -$1.41万 | 减仓 |
| SNPS | SYNOPSYS INC | $7.30万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCH | $7.24万 | 0.01% | 460 | 121 | 35.7% | $1.91万 | 加仓 |
| TXT | TEXTRON INC | $7.20万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD | $7.20万 | 0.01% | 1,404 | 234 | 20.0% | $1.20万 | 加仓 |
| TM | TOYOTA MOTOR | $7.19万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $7.17万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY | $7.14万 | 0.01% | 761 | 669 | 727.2% | $6.28万 | 加仓 |
| — | FIRST TRUST | $7.12万 | 0.01% | 897 | 1 | 0.1% | $79 | 加仓 |
| EZM | WISDOMTREE U S | $7.06万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY | $7.03万 | 0.01% | 1,063 | 2 | 0.2% | $132 | 加仓 |
| MPWR | MONOLITHIC POWER | $7.00万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD TAX | $6.99万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE | $6.83万 | 0.01% | 468 | 13 | 2.9% | $1,897 | 加仓 |
| PPL | PPL CORP | $6.81万 | 0.01% | 1,783 | 0 | 0.0% | — | 不变 |