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 |
|---|---|---|---|---|---|---|---|---|
| HUBB | HUBBELL INC | $13.08万 | 0.01% | 250 | -25 | -9.1% | -$1.31万 | 减仓 |
| UNFI | UNITED NATURAL | $13.08万 | 0.01% | 2,863 | 1,482 | 107.3% | $6.77万 | 加仓 |
| FIXD | FIRST TRUST | $12.95万 | 0.01% | 2,969 | 25 | 0.8% | $1,090 | 加仓 |
| AWK | AMERICAN WATER | $12.86万 | 0.01% | 977 | 1 | 0.1% | $132 | 加仓 |
| VAW | VANGUARD MATERIALS | $12.86万 | 0.01% | 562 | -651 | -53.7% | -$14.90万 | 减仓 |
| IEF | ISHARES 7-10YR | $12.81万 | 0.01% | 1,354 | 7 | 0.5% | $662 | 加仓 |
| SHOP | SHOPIFY INC | $12.74万 | 0.01% | 1,116 | 10 | 0.9% | $1,142 | 加仓 |
| TIGO | MILLICOM INTL | $12.69万 | 0.01% | 1,398 | 10 | 0.7% | $908 | 加仓 |
| VST | VISTRA CORP | $12.63万 | 0.01% | 796 | 466 | 141.2% | $7.39万 | 加仓 |
| SCHM | SCHWAB US | $12.59万 | 0.01% | 3,414 | -1 | -0.0% | -$37 | 减仓 |
| FSCO | FS CREDIT | $12.56万 | 0.01% | 25,178 | 103 | 0.4% | $514 | 加仓 |
| HSY | HERSHEY COMPANY | $12.51万 | 0.01% | 713 | 1 | 0.1% | $176 | 加仓 |
| PSX | PHILLIPS 66 | $12.50万 | 0.01% | 739 | 32 | 4.5% | $5,414 | 加仓 |
| — | CION INVESTMENT | $12.49万 | 0.01% | 20,045 | 407 | 2.1% | $2,536 | 加仓 |
| AIG | AMERICAN INTL | $12.47万 | 0.01% | 1,672 | 250 | 17.6% | $1.86万 | 加仓 |
| BUD | ANHEUSER BUSCH | $12.40万 | 0.01% | 1,504 | 46 | 3.2% | $3,792 | 加仓 |
| WPM | WHEATON PRECIOUS | $12.36万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $12.30万 | 0.01% | 1,275 | 916 | 255.2% | $8.84万 | 加仓 |
| VT | VANGUARD TOTAL | $12.24万 | 0.01% | 779 | -1,603 | -67.3% | -$25.18万 | 减仓 |
| USB | U S BANCORP DE | $12.15万 | 0.01% | 2,011 | 3 | 0.1% | $181 | 加仓 |
| BOTZ | GLOBAL X | $12.14万 | 0.01% | 3,200 | 385 | 13.7% | $1.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $12.13万 | 0.01% | 124 | -5 | -3.9% | -$4,891 | 减仓 |
| ADBE | ADOBE INC | $12.10万 | 0.01% | 590 | 138 | 30.5% | $2.83万 | 加仓 |
| FTCB | FIRST TRUST | $12.07万 | 0.01% | 5,789 | -5,695 | -49.6% | -$11.88万 | 减仓 |
| PGR | PROGRESSIVE CORP | $12.07万 | 0.01% | 552 | 82 | 17.4% | $1.79万 | 加仓 |
| ITB | ISHARES U S | $12.02万 | 0.01% | 1,150 | 877 | 321.2% | $9.17万 | 加仓 |
| PFGC | PERFORMANCE FOOD | $12.02万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTURY | $11.97万 | 0.01% | 2,554 | -3,877 | -60.3% | -$18.17万 | 减仓 |
| NOK | NOKIA CORP | $11.96万 | 0.01% | 9,003 | -2,800 | -23.7% | -$3.72万 | 减仓 |
| JMBS | JANUS HENDERSON | $11.76万 | 0.01% | 2,614 | 2,614 | — | $11.76万 | 新建仓 |
| CMCSA | COMCAST CORP | $11.75万 | 0.01% | 4,784 | -418 | -8.0% | -$1.03万 | 减仓 |
| FSK | FS KKR | $11.73万 | 0.01% | 11,173 | 87 | 0.8% | $914 | 加仓 |
| HDV | ISHARES CORE | $11.68万 | 0.01% | 4,262 | -1,048 | -19.7% | -$2.87万 | 减仓 |
| VSS | VANGUARD FTSE | $11.61万 | 0.01% | 752 | 284 | 60.7% | $4.39万 | 加仓 |
| WPC | W P CAREY | $11.60万 | 0.01% | 1,622 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $11.60万 | 0.01% | 5,611 | 1,328 | 31.0% | $2.75万 | 加仓 |
| PLD | PROLOGIS INC | $11.57万 | 0.01% | 854 | 2 | 0.2% | $271 | 加仓 |
| INFQ | INFLEQTION INC | $11.57万 | 0.01% | 8,688 | 8,688 | — | $11.57万 | 新建仓 |
| NVS | NOVARTIS AG | $11.49万 | 0.01% | 733 | 16 | 2.2% | $2,508 | 加仓 |
| INTU | INTUIT INC | $11.40万 | 0.01% | 436 | 1 | 0.2% | $261 | 加仓 |
| RFV | INVESCO S&P | $11.39万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $11.34万 | 0.01% | 2,130 | 40 | 1.9% | $2,130 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $11.28万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING | $11.21万 | 0.01% | 3,053 | -388 | -11.3% | -$1.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS | $11.15万 | 0.01% | 323 | 113 | 53.8% | $3.90万 | 加仓 |
| ARKW | ARK NEXT | $11.15万 | 0.01% | 770 | -98 | -11.3% | -$1.42万 | 减仓 |
| QFLR | INNOVATOR NASDAQ | $11.13万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA | $11.11万 | 0.01% | 2,232 | 13 | 0.6% | $647 | 加仓 |
| SIL | GLOBAL X | $11.08万 | 0.01% | 1,430 | -3 | -0.2% | -$232 | 减仓 |
| GBIL | GOLDMAN SACHS | $11.06万 | 0.01% | 1,104 | 459 | 71.2% | $4.60万 | 加仓 |
| EEM | ISHARES MSCI | $11.06万 | 0.01% | 1,616 | 5 | 0.3% | $342 | 加仓 |
| SSRM | SSR MINING | $11.05万 | 0.01% | 3,908 | -96 | -2.4% | -$2,715 | 减仓 |
| FDX | FEDEX CORP | $11.03万 | 0.01% | 352 | -8 | -2.2% | -$2,507 | 减仓 |
| — | ALPS OSHARE | $10.88万 | 0.01% | 2,444 | -330 | -11.9% | -$1.47万 | 减仓 |
| APD | AIR PRODUCTS | $10.86万 | 0.01% | 370 | 138 | 59.5% | $4.05万 | 加仓 |
| FHLC | FIDELITY MSCI | $10.75万 | 0.01% | 1,392 | 705 | 102.6% | $5.45万 | 重新持有 |
| EMR | EMERSON ELECTRIC | $10.69万 | 0.01% | 746 | 38 | 5.4% | $5,445 | 加仓 |
| EMXC | ISHARES MSCI | $10.61万 | 0.01% | 1,036 | -485 | -31.9% | -$4.97万 | 减仓 |
| PWRD | TCW TR | $10.57万 | 0.01% | 860 | -10 | -1.1% | -$1,230 | 减仓 |
| HEEM | ISHARES INC | $10.57万 | 0.01% | 2,363 | -614 | -20.6% | -$2.75万 | 减仓 |
| ESGV | VANGUARD ESG | $10.57万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $10.54万 | 0.01% | 571 | 557 | 3,978.6% | $10.28万 | 加仓 |
| — | WELLS FARGO | $10.53万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $10.44万 | 0.01% | 1,232 | -20 | -1.6% | -$1,695 | 减仓 |
| BIL | STATE STREET | $10.39万 | 0.01% | 1,133 | 499 | 78.7% | $4.57万 | 加仓 |
| GSST | GOLDMAN SACHS | $10.35万 | 0.01% | 2,046 | 75 | 3.8% | $3,793 | 加仓 |
| BNDX | VANGUARD TOTAL | $10.28万 | 0.01% | 2,121 | 1,257 | 145.5% | $6.09万 | 加仓 |
| HEQT | SIMPLIFY HEDGED | $10.23万 | 0.01% | 3,049 | -1,194 | -28.1% | -$4.00万 | 减仓 |
| AMLP | ALERIAN MLP | $10.22万 | 0.01% | 1,971 | -31 | -1.5% | -$1,608 | 减仓 |
| AB | ALLIANCE BERNSTEIN | $10.11万 | 0.01% | 2,871 | -19 | -0.7% | -$669 | 减仓 |
| CL | COLGATE-PALMOLIVE | $10.07万 | 0.01% | 1,098 | 7 | 0.6% | $642 | 加仓 |
| GSLC | GOLDMAN SACHS | $10.04万 | 0.01% | 707 | 1 | 0.1% | $142 | 加仓 |
| FCNCA | FIRST CITIZENS | $10.02万 | 0.01% | 48 | -3 | -5.9% | -$6,262 | 减仓 |
| FSIG | FIRST TRUST | $10.00万 | 0.01% | 5,305 | -3,340 | -38.6% | -$6.30万 | 减仓 |
| — | FIRST TRUST | $10.00万 | 0.01% | 985 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $9.98万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION | $9.95万 | 0.01% | 459 | 80 | 21.1% | $1.73万 | 加仓 |
| MTB | M&T BANK | $9.90万 | 0.01% | 416 | -7 | -1.7% | -$1,666 | 减仓 |
| STLD | STEEL DYNAMICS INC | $9.71万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $9.67万 | 0.01% | 320 | 200 | 166.7% | $6.04万 | 加仓 |
| TFC | TRUIST FINANCIAL | $9.66万 | 0.01% | 1,938 | -35 | -1.8% | -$1,744 | 减仓 |
| AMT | AMERICAN TOWER | $9.63万 | 0.01% | 588 | -151 | -20.4% | -$2.47万 | 减仓 |
| LNG | CHENIERE ENERGY | $9.61万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI | $9.53万 | 0.01% | 3,895 | 2,582 | 196.6% | $6.32万 | 加仓 |
| CLH | CLEAN HARBORS | $9.53万 | 0.01% | 319 | 135 | 73.4% | $4.03万 | 加仓 |
| NVO | NOVO NORDISK | $9.52万 | 0.01% | 1,985 | 1,224 | 160.8% | $5.87万 | 加仓 |
| CGMU | CAPITAL GROUP | $9.47万 | 0.01% | 3,449 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION | $9.47万 | 0.01% | 7,118 | -400 | -5.3% | -$5,324 | 减仓 |
| SLYG | STATE STREET | $9.45万 | 0.01% | 793 | -693 | -46.6% | -$8.26万 | 减仓 |
| IWS | ISHARES RUSS | $9.43万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $9.42万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL-STAR | $9.40万 | 0.01% | 16,174 | 412 | 2.6% | $2,394 | 加仓 |
| SYK | STRYKER CORP | $9.32万 | 0.01% | 296 | 60 | 25.4% | $1.89万 | 加仓 |
| — | QORVO INC | $9.27万 | 0.01% | 994 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC | $9.20万 | 0.01% | 5,506 | 1,808 | 48.9% | $3.02万 | 加仓 |
| IQDG | WISDOMTREE INTL | $9.14万 | 0.01% | 2,122 | 77 | 3.8% | $3,318 | 加仓 |
| TWLO | TWILIO INC | $9.02万 | 0.01% | 437 | 392 | 871.1% | $8.09万 | 加仓 |
| MPWR | MONOLITHIC POWER | $8.85万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI | $8.79万 | 0.01% | 1,780 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT | $8.77万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |