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 |
|---|---|---|---|---|---|---|---|---|
| OMF | ONEMAIN HLDGS | $5.56万 | 0.01% | 912 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST | $5.50万 | 0.01% | 2,035 | 154 | 8.2% | $4,166 | 加仓 |
| BABA | ALIBABA GROUP | $5.48万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCH | $5.48万 | 0.00% | 445 | -15 | -3.3% | -$1,847 | 减仓 |
| VTEB | VANGUARD MUNICIPAL | $5.45万 | 0.00% | 1,077 | 402 | 59.6% | $2.03万 | 加仓 |
| EBND | STATE STREET | $5.45万 | 0.00% | 2,603 | 2,479 | 1,999.2% | $5.19万 | 加仓 |
| FHN | FIRST HORIZON | $5.44万 | 0.00% | 2,122 | -73 | -3.3% | -$1,872 | 减仓 |
| GEHC | GE HEALTHCARE | $5.42万 | 0.00% | 846 | -1,276 | -60.1% | -$8.17万 | 减仓 |
| EDIV | STATE STREET | $5.41万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $5.38万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $5.34万 | 0.00% | 888 | 521 | 142.0% | $3.14万 | 加仓 |
| NUEM | NUVEEN ESG | $5.34万 | 0.00% | 1,258 | -162 | -11.4% | -$6,880 | 减仓 |
| FTS | FORTIS INC | $5.33万 | 0.00% | 931 | 6 | 0.6% | $344 | 加仓 |
| BCO | BRINKS COMPANY | $5.32万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG | $5.31万 | 0.00% | 1,007 | 3 | 0.3% | $158 | 加仓 |
| TT | TRANE TECHNOLOGIES | $5.24万 | 0.00% | 106 | 7 | 7.1% | $3,461 | 加仓 |
| MTG | M G I C INVT CORP | $5.23万 | 0.00% | 1,853 | -64 | -3.3% | -$1,805 | 减仓 |
| IWN | ISHARES RUSSELL | $5.20万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SCUS | SCHWAB ULTRA | $5.20万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY ENHANCED | $5.18万 | 0.00% | 1,183 | 33 | 2.9% | $1,444 | 加仓 |
| CARR | CARRIER GLOBAL | $5.14万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DHI | DR HORTON | $5.14万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET | $5.12万 | 0.00% | 1,067 | 7 | 0.7% | $336 | 加仓 |
| ICSH | ISHARES ULTRA | $5.10万 | 0.00% | 1,008 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $5.02万 | 0.00% | 301 | 168 | 126.3% | $2.80万 | 加仓 |
| FITB | FIFTH THIRD | $5.02万 | 0.00% | 889 | 503 | 130.3% | $2.84万 | 加仓 |
| PKG | PACKAGING CORP | $5.01万 | 0.00% | 210 | 1 | 0.5% | $239 | 加仓 |
| CORP | PIMCO INVESTMENT | $4.95万 | 0.00% | 511 | -49 | -8.8% | -$4,749 | 减仓 |
| CAKE | CHEESECAKE FACTORY | $4.89万 | 0.00% | 614 | 3 | 0.5% | $239 | 加仓 |
| SONY | SONY GROUP | $4.86万 | 0.00% | 2,421 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $4.82万 | 0.00% | 1,910 | -378 | -16.5% | -$9,548 | 减仓 |
| EQIX | EQUINIX INC | $4.80万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $4.79万 | 0.00% | 863 | 74 | 9.4% | $4,107 | 加仓 |
| FSSL | FS SPECIALTY | $4.75万 | 0.00% | 4,255 | 68 | 1.6% | $758 | 加仓 |
| EBAY | EBAY INC | $4.73万 | 0.00% | 423 | 1 | 0.2% | $112 | 加仓 |
| OXY | OCCIDENTAL PETROLEUM | $4.70万 | 0.00% | 968 | -20 | -2.0% | -$972 | 减仓 |
| JMEE | JPMORGAN SMALL | $4.68万 | 0.00% | 600 | -102 | -14.5% | -$7,959 | 减仓 |
| — | FIDELITY ENHANCED | $4.67万 | 0.00% | 953 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $4.67万 | 0.00% | 489 | 34 | 7.5% | $3,248 | 加仓 |
| WSO | WATSCO INC | $4.65万 | 0.00% | 111 | 1 | 0.9% | $419 | 加仓 |
| OTIS | OTIS WORLDWIDE | $4.64万 | 0.00% | 648 | 359 | 124.2% | $2.57万 | 加仓 |
| NTAP | NETAPP INC | $4.64万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $4.63万 | 0.00% | 317 | 3 | 1.0% | $439 | 加仓 |
| PBA | PEMBINA PIPELINE | $4.62万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $4.61万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $4.61万 | 0.00% | 420 | 24 | 6.1% | $2,632 | 加仓 |
| PAGP | PLAINS GP | $4.56万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $4.55万 | 0.00% | 2,157 | -462 | -17.6% | -$9,753 | 减仓 |
| KGC | KINROSS GOLD | $4.49万 | 0.00% | 1,902 | 755 | 65.8% | $1.78万 | 加仓 |
| VHT | VANGUARD HEALTH | $4.49万 | 0.00% | 150 | -496 | -76.8% | -$14.83万 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS | $4.48万 | 0.00% | 451 | 451 | — | $4.48万 | 新建仓 |
| CASY | CASEYS GENL | $4.46万 | 0.00% | 56 | 1 | 1.8% | $797 | 加仓 |
| FNX | FIRST TRUST | $4.46万 | 0.00% | 304 | 1 | 0.3% | $147 | 加仓 |
| IJJ | ISHARES S&P | $4.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC | $4.42万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY | $4.42万 | 0.00% | 647 | 378 | 140.5% | $2.58万 | 加仓 |
| — | VANECK | $4.39万 | 0.00% | 4,431 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA | $4.38万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $4.36万 | 0.00% | 106 | -336 | -76.0% | -$13.82万 | 减仓 |
| CALF | PACER U S | $4.33万 | 0.00% | 856 | -21 | -2.4% | -$1,063 | 减仓 |
| XYZ | BLOCK INC | $4.33万 | 0.00% | 570 | -22 | -3.7% | -$1,672 | 减仓 |
| DNP | DNP SELECT | $4.32万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $4.31万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME | $4.21万 | 0.00% | 3,638 | -3,523 | -49.2% | -$4.08万 | 减仓 |
| XAR | STATE STREER | $4.17万 | 0.00% | 147 | 41 | 38.7% | $1.16万 | 加仓 |
| HWM | HOWMET AEROSPACE | $4.17万 | 0.00% | 155 | 16 | 11.5% | $4,302 | 加仓 |
| — | AMPLIFY ONLINE | $4.15万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL | $4.15万 | 0.00% | 924 | 779 | 537.2% | $3.49万 | 加仓 |
| CHD | CHURCH & DWIGHT | $4.14万 | 0.00% | 427 | 2 | 0.5% | $194 | 加仓 |
| PFFD | GLOBAL X | $4.12万 | 0.00% | 2,205 | -2,233 | -50.3% | -$4.17万 | 减仓 |
| EFAX | STATE STREET | $4.12万 | 0.00% | 761 | 11 | 1.5% | $596 | 加仓 |
| IBRX | IMMUNITYBIO INC | $4.11万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST | $4.11万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI | $4.08万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $4.08万 | 0.00% | 454 | 454 | — | $4.08万 | 新建仓 |
| VCSH | VANGUARD SHORT | $4.07万 | 0.00% | 514 | 118 | 29.8% | $9,334 | 加仓 |
| — | DBX TR | $4.05万 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.04万 | 0.00% | 411 | 1 | 0.2% | $98 | 加仓 |
| ADM | ARCHER DANIELS | $4.00万 | 0.00% | 523 | 121 | 30.1% | $9,257 | 加仓 |
| EMB | ISHARES JPMORGAN | $3.97万 | 0.00% | 411 | 1 | 0.2% | $97 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $3.96万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $3.94万 | 0.00% | 457 | 1 | 0.2% | $86 | 加仓 |
| LIT | GLOBAL X | $3.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $3.90万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG | $3.89万 | 0.00% | 711 | 2 | 0.3% | $109 | 加仓 |
| PDBC | INVESCO OPTIMUM | $3.87万 | 0.00% | 2,435 | 2,408 | 8,918.5% | $3.82万 | 加仓 |
| DLN | WISDOMTREE U S | $3.85万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS | $3.83万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD | $3.83万 | 0.00% | 837 | 56 | 7.2% | $2,561 | 加仓 |
| IBHG | ISHARES IBONDS | $3.83万 | 0.00% | 1,732 | 25 | 1.5% | $552 | 加仓 |
| ARW | ARROW ELECTRONICS | $3.82万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $3.82万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY JUNIOR | $3.82万 | 0.00% | 1,473 | -4 | -0.3% | -$104 | 减仓 |
| ROST | ROSS STORES | $3.80万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $3.80万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $3.77万 | 0.00% | 710 | -1,432 | -66.9% | -$7.61万 | 减仓 |
| AVIG | AVANTIS CORE | $3.77万 | 0.00% | 910 | 847 | 1,344.4% | $3.51万 | 加仓 |
| ILMN | ILLUMINA INC | $3.73万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON | $3.71万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS | $3.68万 | 0.00% | 489 | 253 | 107.2% | $1.91万 | 加仓 |