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 |
|---|---|---|---|---|---|---|---|---|
| IEO | ISHARES U S | $4.71万 | 0.01% | 377 | 177 | 88.5% | $2.21万 | 加仓 |
| JMEE | JPMORGAN SMALL | $4.69万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS | $4.67万 | 0.01% | 2,566 | 1,516 | 144.4% | $2.76万 | 加仓 |
| F | FORD MOTOR | $4.65万 | 0.01% | 4,027 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $4.63万 | 0.01% | 158 | -9 | -5.4% | -$2,635 | 减仓 |
| — | FIDELITY ENHANCED | $4.63万 | 0.01% | 953 | -529 | -35.7% | -$2.57万 | 减仓 |
| TTEK | TETRA TECH | $4.61万 | 0.01% | 1,529 | 1,500 | 5,172.4% | $4.52万 | 加仓 |
| UGI | UGI CORP | $4.58万 | 0.01% | 1,258 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP | $4.56万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4.51万 | 0.00% | 46 | -1 | -2.1% | -$981 | 减仓 |
| JOBY | JOBY AVIATION | $4.50万 | 0.00% | 5,450 | -350 | -6.0% | -$2,891 | 减仓 |
| PBA | PEMBINA PIPELINE | $4.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $4.46万 | 0.00% | 235 | -73 | -23.7% | -$1.38万 | 减仓 |
| PKG | PACKAGING CORP | $4.45万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET | $4.40万 | 0.00% | 1,888 | 258 | 15.8% | $6,017 | 加仓 |
| SILJ | AMPLIFY JUNIOR | $4.39万 | 0.00% | 1,477 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $4.37万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG | $4.37万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN | $4.36万 | 0.00% | 1,631 | 202 | 14.1% | $5,397 | 加仓 |
| DHI | DR HORTON | $4.32万 | 0.00% | 315 | 120 | 61.5% | $1.65万 | 加仓 |
| FELG | FIDELITY ENHANCED | $4.31万 | 0.00% | 1,150 | -2,929 | -71.8% | -$10.98万 | 减仓 |
| GUNR | FLEXSHARES MORNINGSTAR | $4.25万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $4.25万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4.24万 | 0.00% | 500 | 500 | — | $4.24万 | 新建仓 |
| CPRT | COPART INC | $4.24万 | 0.00% | 1,276 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $4.24万 | 0.00% | 454 | -400 | -46.8% | -$3.73万 | 减仓 |
| BNDX | VANGUARD TOTAL | $4.15万 | 0.00% | 864 | -148 | -14.6% | -$7,114 | 减仓 |
| TT | TRANE TECHNOLOGIES | $4.15万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $4.13万 | 0.00% | 456 | -70 | -13.3% | -$6,339 | 减仓 |
| DNP | DNP SELECT | $4.12万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $4.10万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $4.10万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE | $4.04万 | 0.00% | 685 | -94 | -12.1% | -$5,549 | 减仓 |
| FXI | ISHARES CHINA | $4.04万 | 0.00% | 1,125 | -700 | -38.4% | -$2.51万 | 减仓 |
| WSO | WATSCO INC | $4.03万 | 0.00% | 110 | 1 | 0.9% | $366 | 加仓 |
| CASY | CASEYS GENL | $4.01万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P | $3.98万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $3.97万 | 0.00% | 425 | 1 | 0.2% | $93 | 加仓 |
| FICO | FAIR ISAAC | $3.95万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $3.95万 | 0.00% | 700 | -80 | -10.3% | -$4,509 | 减仓 |
| CALF | PACER U S | $3.94万 | 0.00% | 877 | -743 | -45.9% | -$3.33万 | 减仓 |
| CI | CIGNA GROUP | $3.93万 | 0.00% | 147 | -8 | -5.2% | -$2,136 | 减仓 |
| RSG | REPUBLIC SERVICES | $3.92万 | 0.00% | 179 | -535 | -74.9% | -$11.72万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $3.92万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $3.91万 | 0.00% | 217 | -153 | -41.4% | -$2.76万 | 减仓 |
| FNX | FIRST TRUST | $3.90万 | 0.00% | 303 | 13 | 4.5% | $1,672 | 加仓 |
| ASX | ASE TECHNOLOGY | $3.89万 | 0.00% | 1,795 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 | $3.88万 | 0.00% | 870 | -100 | -10.3% | -$4,461 | 减仓 |
| ROST | ROSS STORES | $3.86万 | 0.00% | 178 | -25 | -12.3% | -$5,427 | 减仓 |
| EMB | ISHARES JPMORGAN | $3.86万 | 0.00% | 410 | 278 | 210.6% | $2.62万 | 加仓 |
| EBAY | EBAY INC | $3.85万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $3.78万 | 0.00% | 410 | -18 | -4.2% | -$1,661 | 减仓 |
| MGC | VANGUARD MEGA | $3.78万 | 0.00% | 160 | -460 | -74.2% | -$10.87万 | 减仓 |
| IBHG | ISHARES IBONDS | $3.78万 | 0.00% | 1,707 | 1,707 | — | $3.78万 | 新建仓 |
| — | AMPLIFY ONLINE | $3.75万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO 15 | $3.74万 | 0.00% | 732 | 732 | — | $3.74万 | 新建仓 |
| KWEB | KRANESHARES CSI | $3.73万 | 0.00% | 1,313 | 0 | 0.0% | — | 不变 |
| EFAX | STATE STREET | $3.73万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | DBX TR | $3.69万 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI | $3.67万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL | $3.67万 | 0.00% | 257 | 210 | 446.8% | $3.00万 | 加仓 |
| XLG | INVESCO S&P | $3.66万 | 0.00% | 671 | -252 | -27.3% | -$1.38万 | 减仓 |
| MNST | MONSTER BEVERAGE | $3.64万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $3.63万 | 0.00% | 242 | -135 | -35.8% | -$2.03万 | 减仓 |
| FAX | ABRDN ASIA | $3.60万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $3.60万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U S | $3.57万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $3.57万 | 0.00% | 1,300 | 170 | 15.0% | $4,668 | 加仓 |
| SR | SPIRE INC | $3.57万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELLS CO | $3.56万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $3.56万 | 0.00% | 592 | -65 | -9.9% | -$3,912 | 减仓 |
| SHYG | ISHARES | $3.55万 | 0.00% | 839 | 240 | 40.1% | $1.02万 | 加仓 |
| IBHI | ISHARES IBONDS | $3.51万 | 0.00% | 1,508 | 1,508 | — | $3.51万 | 新建仓 |
| VGT | VANGUARD INFORMATION | $3.51万 | 0.00% | 50 | -141 | -73.8% | -$9.89万 | 减仓 |
| KGC | KINROSS GOLD | $3.50万 | 0.00% | 1,147 | 632 | 122.7% | $1.93万 | 加仓 |
| STIP | ISHARES 0-5 | $3.44万 | 0.00% | 333 | 333 | — | $3.44万 | 新建仓 |
| — | ADVISORSHARES FOCUSED | $3.44万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $3.44万 | 0.00% | 438 | 294 | 204.2% | $2.31万 | 加仓 |
| E | E N I SPA | $3.44万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3.44万 | 0.00% | 1,993 | 5 | 0.3% | $86 | 加仓 |
| IHI | ISHARES U S | $3.41万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST | $3.41万 | 0.00% | 1,518 | 5 | 0.3% | $112 | 加仓 |
| DY | DYCOM INDUSTRIES | $3.39万 | 0.00% | 100 | 100 | — | $3.39万 | 新建仓 |
| — | BNY MELLON | $3.38万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUNICIPAL | $3.37万 | 0.00% | 675 | -5,055 | -88.2% | -$25.25万 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $3.35万 | 0.00% | 611 | 2 | 0.3% | $110 | 加仓 |
| PHM | PULTEGROUP INC | $3.34万 | 0.00% | 284 | -200 | -41.3% | -$2.35万 | 减仓 |
| GRMN | GARMIN LTD | $3.34万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI | $3.33万 | 0.00% | 365 | 315 | 630.0% | $2.88万 | 加仓 |
| DFCF | DIMENSIONAL CORE | $3.31万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS | $3.31万 | 0.00% | 106 | -68 | -39.1% | -$2.13万 | 减仓 |
| ISTB | ISHARES CORE | $3.29万 | 0.00% | 679 | 2 | 0.3% | $97 | 加仓 |
| FUMB | FIRST TRUST | $3.28万 | 0.00% | 1,635 | 11 | 0.7% | $221 | 加仓 |
| EL | ESTEE LAUDER | $3.27万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX | $3.26万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC | $3.23万 | 0.00% | 2,212 | -14 | -0.6% | -$204 | 减仓 |
| ESGE | ISHARES ESG | $3.23万 | 0.00% | 709 | -268 | -27.4% | -$1.22万 | 减仓 |
| GQRE | FLEXSHARES GLOBAL | $3.22万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $3.20万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |