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 |
|---|---|---|---|---|---|---|---|---|
| NLR | VANECK URANIUM | $8.77万 | 0.01% | 756 | 660 | 687.5% | $7.65万 | 加仓 |
| DTE | DTE ENERGY | $8.70万 | 0.01% | 571 | 206 | 56.4% | $3.14万 | 加仓 |
| FTA | FIRST TRUST | $8.69万 | 0.01% | 898 | 0 | 0.0% | — | 不变 |
| WTMF | WISDOMTREE MANAGED | $8.67万 | 0.01% | 2,123 | -309 | -12.7% | -$1.26万 | 减仓 |
| SCHW | SCHWAB CHARLES | $8.64万 | 0.01% | 936 | 231 | 32.8% | $2.13万 | 加仓 |
| VGLT | VANGUARD LONG | $8.63万 | 0.01% | 1,563 | 1,489 | 2,012.2% | $8.22万 | 加仓 |
| XLRE | STATE STREET | $8.61万 | 0.01% | 1,954 | 2 | 0.1% | $88 | 加仓 |
| OKTA | OKTA INC | $8.58万 | 0.01% | 629 | 619 | 6,190.0% | $8.45万 | 加仓 |
| IYE | ISHARES U S | $8.55万 | 0.01% | 1,511 | -487 | -24.4% | -$2.76万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $8.50万 | 0.01% | 2,505 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCHANGE | $8.49万 | 0.01% | 3,044 | -791 | -20.6% | -$2.21万 | 减仓 |
| LQD | ISHARES IBOXX | $8.48万 | 0.01% | 777 | 192 | 32.8% | $2.09万 | 加仓 |
| CP | CANADIAN PACIFIC | $8.45万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE | $8.43万 | 0.01% | 4,007 | 4,007 | — | $8.43万 | 新建仓 |
| CLNE | CLEAN ENERGY | $8.30万 | 0.01% | 40,500 | 14,563 | 56.1% | $2.99万 | 加仓 |
| TTE | TOTALENERGIES SE | $8.28万 | 0.01% | 1,064 | -87 | -7.6% | -$6,767 | 减仓 |
| NXPI | NXP SEMICONDUCTORS | $8.21万 | 0.01% | 292 | 2 | 0.7% | $562 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY | $8.18万 | 0.01% | 897 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $8.16万 | 0.01% | 740 | 16 | 2.2% | $1,765 | 加仓 |
| ASX | ASE TECHNOLOGY | $8.10万 | 0.01% | 1,795 | 0 | 0.0% | — | 不变 |
| DAPP | VANECK DIGITAL | $8.04万 | 0.01% | 4,147 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TRUST | $8.02万 | 0.01% | 1,271 | -343 | -21.3% | -$2.16万 | 减仓 |
| — | ISHARES ETHEREUM | $8.00万 | 0.01% | 6,729 | 5,570 | 480.6% | $6.62万 | 加仓 |
| SHEL | SHELL PLC | $7.97万 | 0.01% | 1,028 | 7 | 0.7% | $543 | 加仓 |
| EZM | WISDOMTREE U S | $7.96万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W | $7.89万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $7.88万 | 0.01% | 1,532 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES | $7.79万 | 0.01% | 1,836 | 997 | 118.8% | $4.23万 | 加仓 |
| SPG | SIMON PROPERTY | $7.76万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| HYGH | ISHARES INTEREST | $7.68万 | 0.01% | 886 | -935 | -51.3% | -$8.11万 | 减仓 |
| BKLN | INVESCO SENIOR | $7.66万 | 0.01% | 3,760 | 607 | 19.3% | $1.24万 | 加仓 |
| BOND | PIMCO ACTIVE | $7.64万 | 0.01% | 828 | -29 | -3.4% | -$2,677 | 减仓 |
| CCJ | CAMECO CORP | $7.64万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $7.60万 | 0.01% | 1,290 | -367 | -22.1% | -$2.16万 | 减仓 |
| GSK | GSK PLC | $7.58万 | 0.01% | 1,446 | 301 | 26.3% | $1.58万 | 加仓 |
| EWJ | ISHARES MSCI | $7.54万 | 0.01% | 808 | 136 | 20.2% | $1.27万 | 加仓 |
| WELL | WELLTOWER INC | $7.49万 | 0.01% | 329 | -335 | -50.5% | -$7.62万 | 减仓 |
| SMCI | SUPER MICRO | $7.43万 | 0.01% | 2,533 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE US | $7.39万 | 0.01% | 1,244 | -167 | -11.8% | -$9,919 | 减仓 |
| PFLT | PENNANTPARK FLOATING | $7.37万 | 0.01% | 9,852 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $7.36万 | 0.01% | 897 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORP | $7.30万 | 0.01% | 1,245 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $7.19万 | 0.01% | 1,665 | -61 | -3.5% | -$2,635 | 减仓 |
| MDT | MEDTRONIC PLC | $7.18万 | 0.01% | 918 | -1,985 | -68.4% | -$15.53万 | 减仓 |
| NDAQ | NASDAQ INC | $7.18万 | 0.01% | 910 | 1 | 0.1% | $79 | 加仓 |
| IP | INTL PAPER | $7.18万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $7.13万 | 0.01% | 718 | 255 | 55.1% | $2.53万 | 加仓 |
| TGT | TARGET CORP | $7.10万 | 0.01% | 543 | -620 | -53.3% | -$8.11万 | 减仓 |
| VTEC | VANGUARD TAX | $7.09万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $7.02万 | 0.01% | 198 | 8 | 4.2% | $2,836 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY | $6.98万 | 0.01% | 152 | -7 | -4.4% | -$3,214 | 减仓 |
| ADP | AUTOMATIC DATA | $6.93万 | 0.01% | 309 | -124 | -28.6% | -$2.78万 | 减仓 |
| CI | CIGNA GROUP | $6.91万 | 0.01% | 250 | 103 | 70.1% | $2.85万 | 加仓 |
| BND | VANGUARD TOTAL | $6.87万 | 0.01% | 935 | -61 | -6.1% | -$4,479 | 减仓 |
| PPL | PPL CORP | $6.86万 | 0.01% | 1,888 | 105 | 5.9% | $3,817 | 加仓 |
| DIVO | AMPLIFY CWP | $6.86万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC | $6.80万 | 0.01% | 7,977 | 67 | 0.8% | $571 | 加仓 |
| HLN | HALEON PLC | $6.79万 | 0.01% | 7,280 | -2,368 | -24.5% | -$2.21万 | 减仓 |
| HOOD | ROBINHOOD MARKETS | $6.79万 | 0.01% | 677 | -834 | -55.2% | -$8.36万 | 减仓 |
| ECL | ECOLAB INC | $6.79万 | 0.01% | 243 | 34 | 16.3% | $9,497 | 加仓 |
| DEO | DIAGEO PLC | $6.75万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $6.73万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS | $6.69万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $6.65万 | 0.01% | 7,450 | 2,000 | 36.7% | $1.78万 | 加仓 |
| CVSA | COVISTA INC | $6.63万 | 0.01% | 532 | 508 | 2,116.7% | $6.33万 | 重新持有 |
| VRIG | INVESCO VARIABLE | $6.63万 | 0.01% | 2,645 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $6.57万 | 0.01% | 1,422 | 1 | 0.1% | $46 | 加仓 |
| GDXJ | VANECK JR | $6.53万 | 0.01% | 665 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $6.46万 | 0.01% | 1,388 | 363 | 35.4% | $1.69万 | 加仓 |
| HYT | BLACKROCK CORP | $6.43万 | 0.01% | 7,514 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $6.42万 | 0.01% | 157 | 4 | 2.6% | $1,636 | 加仓 |
| FTNT | FORTINET INC | $6.36万 | 0.01% | 414 | 75 | 22.1% | $1.15万 | 加仓 |
| ARCC | ARES CAPITAL | $6.36万 | 0.01% | 3,430 | -1,200 | -25.9% | -$2.22万 | 减仓 |
| ELV | ELEVANCE HEALTH | $6.32万 | 0.01% | 163 | 5 | 3.2% | $1,937 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR | $6.29万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINANCIAL | $6.28万 | 0.01% | 2,195 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER | $6.25万 | 0.01% | 3,270 | 617 | 23.3% | $1.18万 | 加仓 |
| SNPS | SYNOPSYS INC | $6.24万 | 0.01% | 140 | -44 | -23.9% | -$1.96万 | 减仓 |
| RQI | COHEN & STEERS | $6.16万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $6.07万 | 0.01% | 308 | 16 | 5.5% | $3,154 | 加仓 |
| CORO | ISHARES INTL | $6.07万 | 0.01% | 1,658 | 1,658 | — | $6.07万 | 新建仓 |
| — | DIMENSIONAL US | $6.06万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $6.05万 | 0.01% | 1,140 | 1,140 | — | $6.05万 | 新建仓 |
| MFC | MANULIFE FINANCIAL | $6.01万 | 0.01% | 1,484 | -1,726 | -53.8% | -$6.99万 | 减仓 |
| TLN | TALEN ENERGY | $5.99万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| APUE | ACTIVEPASSIVE U S | $5.94万 | 0.01% | 1,286 | 1,286 | — | $5.94万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE | $5.94万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY | $5.90万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION | $5.88万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $5.88万 | 0.01% | 247 | 1 | 0.4% | $238 | 加仓 |
| DG | DOLLAR GENL | $5.84万 | 0.01% | 507 | -8 | -1.6% | -$922 | 减仓 |
| CLIP | GLOBAL X | $5.78万 | 0.01% | 576 | 434 | 305.6% | $4.36万 | 加仓 |
| EME | EMCOR GROUP | $5.73万 | 0.01% | 69 | 45 | 187.5% | $3.73万 | 加仓 |
| SU | SUNCOR ENERGY | $5.72万 | 0.01% | 1,065 | 2 | 0.2% | $107 | 加仓 |
| F | FORD MOTOR | $5.71万 | 0.01% | 4,109 | 82 | 2.0% | $1,140 | 加仓 |
| LDOS | LEIDOS HOLDINGS | $5.65万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS | $5.65万 | 0.01% | 1,235 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $5.64万 | 0.01% | 334 | -15 | -4.3% | -$2,532 | 减仓 |
| BIIB | BIOGEN INC | $5.62万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL | $5.59万 | 0.01% | 437 | 1 | 0.2% | $128 | 加仓 |