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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $6.75万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $6.75万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS | $6.74万 | 0.01% | 232 | 105 | 82.7% | $3.05万 | 加仓 |
| DIVO | AMPLIFY CWP | $6.73万 | 0.01% | 1,500 | -1,833 | -55.0% | -$8.22万 | 减仓 |
| IP | INTL PAPER | $6.72万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH | $6.71万 | 0.01% | 5,850 | 0 | 0.0% | — | 不变 |
| FWD | AB DISRUPTORS | $6.70万 | 0.01% | 617 | 617 | — | $6.70万 | 新建仓 |
| PARR | PAR PACIFIC | $6.68万 | 0.01% | 1,066 | 826 | 344.2% | $5.17万 | 加仓 |
| SCHW | SCHWAB CHARLES | $6.63万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO VARIABLE | $6.62万 | 0.01% | 2,645 | -1,238 | -31.9% | -$3.10万 | 减仓 |
| BPRE | BLUEROCK PRIVATE | $6.59万 | 0.01% | 3,965 | -10,338 | -72.3% | -$17.17万 | 减仓 |
| GD | GENERAL DYNAMICS | $6.55万 | 0.01% | 190 | -34 | -15.2% | -$1.17万 | 减仓 |
| WTW | WILLIS TOWERS | $6.54万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $6.53万 | 0.01% | 153 | -22 | -12.6% | -$9,388 | 减仓 |
| BBDC | BARINGS BDC | $6.51万 | 0.01% | 7,910 | 67 | 0.9% | $551 | 加仓 |
| WABC | WESTAMERICA BANCORP | $6.49万 | 0.01% | 1,245 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY | $6.47万 | 0.01% | 347 | 194 | 126.8% | $3.62万 | 加仓 |
| GBIL | GOLDMAN SACHS | $6.47万 | 0.01% | 645 | 6 | 0.9% | $602 | 加仓 |
| BKLN | INVESCO SENIOR | $6.44万 | 0.01% | 3,153 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY | $6.43万 | 0.01% | 25,937 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $6.42万 | 0.01% | 988 | -158 | -13.8% | -$1.03万 | 减仓 |
| PZA | INVESCO NATIONAL | $6.41万 | 0.01% | 2,787 | 2,000 | 254.1% | $4.60万 | 加仓 |
| HYT | BLACKROCK CORP | $6.40万 | 0.01% | 7,514 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $6.38万 | 0.01% | 585 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT | $6.37万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $6.37万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC | $6.33万 | 0.01% | 3,698 | -2,566 | -41.0% | -$4.39万 | 减仓 |
| GWW | GRAINGER W W | $6.33万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $6.32万 | 0.01% | 1,145 | 2 | 0.2% | $110 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS | $6.26万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $6.25万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NATURAL | $6.22万 | 0.01% | 1,381 | 1,343 | 3,534.2% | $6.05万 | 加仓 |
| DAPP | VANECK DIGITAL | $6.19万 | 0.01% | 4,147 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $6.15万 | 0.01% | 402 | 122 | 43.6% | $1.87万 | 加仓 |
| DG | DOLLAR GENL | $6.13万 | 0.01% | 515 | -15 | -2.8% | -$1,784 | 减仓 |
| KR | KROGER CO | $6.11万 | 0.01% | 845 | 100 | 13.4% | $7,236 | 加仓 |
| — | VANECK | $6.10万 | 0.01% | 4,431 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $6.03万 | 0.01% | 2,090 | 47 | 2.3% | $1,355 | 加仓 |
| RQI | COHEN & STEERS | $6.03万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $5.95万 | 0.01% | 645 | -30 | -4.4% | -$2,769 | 减仓 |
| FLNC | FLUENCE ENERGY | $5.92万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.91万 | 0.01% | 349 | 160 | 84.7% | $2.71万 | 加仓 |
| ANGL | VANECK FALLEN | $5.84万 | 0.01% | 2,034 | -9,245 | -82.0% | -$26.56万 | 减仓 |
| BLCR | ISHARES LARGE | $5.84万 | 0.01% | 1,423 | 1,423 | — | $5.84万 | 新建仓 |
| BCO | BRINKS COMPANY | $5.83万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $5.81万 | 0.01% | 634 | -5,084 | -88.9% | -$46.62万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $5.80万 | 0.01% | 897 | -6 | -0.7% | -$388 | 减仓 |
| SMCI | SUPER MICRO | $5.77万 | 0.01% | 2,533 | -90 | -3.4% | -$2,049 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $5.76万 | 0.01% | 1,532 | -87 | -5.4% | -$3,269 | 减仓 |
| NXPI | NXP SEMICONDUCTORS | $5.73万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI | $5.68万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P | $5.67万 | 0.01% | 139 | -86 | -38.2% | -$3.51万 | 减仓 |
| PAAS | PAN AMERICAN | $5.62万 | 0.01% | 1,029 | 209 | 25.5% | $1.14万 | 加仓 |
| ECL | ECOLAB INC | $5.57万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR | $5.50万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $5.48万 | 0.01% | 314 | -47 | -13.0% | -$8,207 | 减仓 |
| CORP | PIMCO INVESTMENT | $5.42万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST | $5.40万 | 0.01% | 1,881 | 7 | 0.4% | $201 | 加仓 |
| PFM | INVESCO DIVIDEND | $5.38万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP | $5.36万 | 0.01% | 517 | 5 | 1.0% | $519 | 加仓 |
| DTE | DTE ENERGY | $5.34万 | 0.01% | 365 | -34 | -8.5% | -$4,971 | 减仓 |
| GSIE | GOLDMAN SACHS | $5.33万 | 0.01% | 1,235 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS | $5.28万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $5.27万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN | $5.26万 | 0.01% | 2,446 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY | $5.24万 | 0.01% | 4,187 | -68 | -1.6% | -$851 | 减仓 |
| CRBG | COREBRIDGE FINANCIAL | $5.24万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $5.23万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG | $5.22万 | 0.01% | 1,420 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $5.21万 | 0.01% | 1,320 | 0 | 0.0% | — | 不变 |
| SCUS | SCHWAB ULTRA | $5.20万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $5.16万 | 0.01% | 925 | 6 | 0.7% | $335 | 加仓 |
| ET | ENERGY TRANSFER | $5.12万 | 0.01% | 2,653 | 17 | 0.6% | $328 | 加仓 |
| ALL | ALLSTATE CORP | $5.11万 | 0.01% | 246 | -31 | -11.2% | -$6,441 | 减仓 |
| ICSH | ISHARES ULTRA | $5.10万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP | $5.08万 | 0.01% | 43 | -7 | -14.0% | -$8,263 | 减仓 |
| SHM | STATE STREET | $5.07万 | 0.01% | 1,060 | 5 | 0.5% | $239 | 加仓 |
| BUSE | FIRST BUSEY | $5.06万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| MTG | M G I C INVT CORP | $5.03万 | 0.01% | 1,917 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP | $5.01万 | 0.01% | 2,421 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $5.01万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON | $5.00万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY | $4.98万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4.96万 | 0.01% | 330 | -15 | -4.3% | -$2,255 | 减仓 |
| DKNG | DRAFTKINGS INC | $4.95万 | 0.01% | 2,288 | -28 | -1.2% | -$605 | 减仓 |
| IDEF | ISHARES DEFENSE | $4.90万 | 0.01% | 1,498 | 1,498 | — | $4.90万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE | $4.90万 | 0.01% | 2,619 | -220 | -7.7% | -$4,114 | 减仓 |
| LYV | LIVE NATION | $4.90万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS | $4.88万 | 0.01% | 912 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $4.85万 | 0.01% | 920 | -60 | -6.1% | -$3,166 | 减仓 |
| NOW | SERVICENOW INC | $4.84万 | 0.01% | 463 | 181 | 64.2% | $1.89万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIE | $4.83万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $4.82万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.80万 | 0.01% | 309 | 301 | 3,762.5% | $4.68万 | 加仓 |
| VONG | VANGUARD RUSSELL | $4.79万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS | $4.79万 | 0.01% | 551 | -55 | -9.1% | -$4,780 | 减仓 |
| ZETA | ZETA GLOBAL | $4.78万 | 0.01% | 3,000 | 1,320 | 78.6% | $2.10万 | 加仓 |
| BIIB | BIOGEN INC | $4.77万 | 0.01% | 260 | -5 | -1.9% | -$917 | 减仓 |
| APP | APPLOVIN CORP | $4.74万 | 0.01% | 119 | -29 | -19.6% | -$1.15万 | 减仓 |
| CLX | CLOROX COMPANY | $4.72万 | 0.01% | 455 | 1 | 0.2% | $104 | 加仓 |