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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD REAL | $3.19万 | 0.00% | 359 | 44 | 14.0% | $3,908 | 加仓 |
| WLDN | WILLDAN GROUP | $3.17万 | 0.00% | 414 | 249 | 150.9% | $1.91万 | 加仓 |
| VCSH | VANGUARD SHORT | $3.14万 | 0.00% | 396 | -591 | -59.9% | -$4.68万 | 减仓 |
| FYC | FIRST TRUST | $3.13万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $3.13万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U S | $3.13万 | 0.00% | 539 | 1 | 0.2% | $58 | 加仓 |
| FLR | FLUOR CORP | $3.13万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| XRT | STATE STREET | $3.10万 | 0.00% | 385 | -8 | -2.0% | -$644 | 减仓 |
| UTMD | UTAH MEDICAL PRODS INC | $3.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST | $3.09万 | 0.00% | 300 | 16 | 5.6% | $1,650 | 加仓 |
| NTAP | NETAPP INC | $3.07万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS OSHARES | $3.06万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3.06万 | 0.00% | 258 | -215 | -45.5% | -$2.55万 | 减仓 |
| BKTI | BK TECHNOLOGIES | $3.04万 | 0.00% | 407 | 407 | — | $3.04万 | 新建仓 |
| REZ | ISHARES RESIDENTIAL | $3.04万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE | $3.02万 | 0.00% | 230 | 71 | 44.7% | $9,310 | 加仓 |
| — | ABRDN AUSTRALIA | $2.98万 | 0.00% | 2,456 | 136 | 5.9% | $1,648 | 加仓 |
| XGDVX | GABELLI DIVIDEND | $2.97万 | 0.00% | 1,101 | 1,098 | 36,600.0% | $2.96万 | 重新持有 |
| ADM | ARCHER DANIELS | $2.92万 | 0.00% | 402 | 1 | 0.2% | $73 | 加仓 |
| RBLX | ROBLOX CORP | $2.92万 | 0.00% | 516 | 335 | 185.1% | $1.89万 | 加仓 |
| WAT | WATERS CORP | $2.92万 | 0.00% | 98 | 70 | 250.0% | $2.08万 | 加仓 |
| CG | CARLYLE GROUP | $2.90万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| UMH | UMH PROPERTIES | $2.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI NV | $2.88万 | 0.00% | 85 | 50 | 142.9% | $1.69万 | 加仓 |
| AWR | AMERICAN STS WTR CO | $2.87万 | 0.00% | 380 | -13 | -3.3% | -$983 | 减仓 |
| JBL | JABIL INC | $2.87万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| RH | RH | $2.87万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS | $2.82万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $2.82万 | 0.00% | 163 | -10 | -5.8% | -$1,730 | 减仓 |
| WTRG | ESSENTIAL UTILITIES | $2.82万 | 0.00% | 700 | 700 | — | $2.82万 | 新建仓 |
| WAB | WABTEC | $2.80万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $2.80万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $2.80万 | 0.00% | 761 | -1,628 | -68.1% | -$5.98万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL | $2.79万 | 0.00% | 570 | -37 | -6.1% | -$1,811 | 减仓 |
| RYAAY | RYANAIR HOLDINGS | $2.78万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $2.77万 | 0.00% | 339 | -150 | -30.7% | -$1.23万 | 减仓 |
| HIMU | ISHARES HIGH | $2.76万 | 0.00% | 575 | -7 | -1.2% | -$336 | 减仓 |
| SH | PROSHARES SHORT | $2.75万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X | $2.74万 | 0.00% | 1,600 | -53 | -3.2% | -$909 | 减仓 |
| BUFF | INNOVATOR ETFS | $2.74万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT | $2.70万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREER | $2.69万 | 0.00% | 106 | -20 | -15.9% | -$5,080 | 减仓 |
| IREN | IREN LTD | $2.68万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP | $2.66万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS | $2.66万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X | $2.66万 | 0.00% | 348 | 8 | 2.4% | $611 | 加仓 |
| CFG | CITIZENS FINANCIAL | $2.66万 | 0.00% | 442 | 3 | 0.7% | $180 | 加仓 |
| FPF | FIRST TRUST | $2.64万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| QUS | STATE STREET | $2.64万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.63万 | 0.00% | 228 | -132 | -36.7% | -$1.52万 | 减仓 |
| XPCQX | PIMCO CALIFORNIA MUNI | $2.63万 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $2.61万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE | $2.59万 | 0.00% | 2,871 | 8 | 0.3% | $72 | 加仓 |
| USXF | ISHARES ESG | $2.59万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY | $2.58万 | 0.00% | 1,088 | 17 | 1.6% | $403 | 加仓 |
| VKTX | VIKING THERAPEUTICS | $2.57万 | 0.00% | 790 | -340 | -30.1% | -$1.11万 | 减仓 |
| HYMB | STATE STREET | $2.57万 | 0.00% | 1,036 | 8 | 0.8% | $198 | 加仓 |
| ARW | ARROW ELECTRONICS | $2.57万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $2.56万 | 0.00% | 303 | 1 | 0.3% | $85 | 加仓 |
| BMRC | BANK MARIN | $2.56万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $2.54万 | 0.00% | 540 | -4,589 | -89.5% | -$21.56万 | 减仓 |
| AEE | AMEREN CORP | $2.54万 | 0.00% | 230 | 1 | 0.4% | $110 | 加仓 |
| DVN | DEVON ENERGY | $2.52万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $2.51万 | 0.00% | 784 | -500 | -38.9% | -$1.60万 | 减仓 |
| ITB | ISHARES U S | $2.48万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $2.46万 | 0.00% | 297 | -829 | -73.6% | -$6.88万 | 减仓 |
| — | DOUGLAS ELLIMAN | $2.46万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA | $2.46万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD | $2.44万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD CORE | $2.44万 | 0.00% | 315 | 315 | — | $2.44万 | 新建仓 |
| — | PUTNAM FRANKLIN | $2.43万 | 0.00% | 3,336 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES | $2.41万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY | $2.39万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED | $2.39万 | 0.00% | 116 | -58 | -33.3% | -$1.19万 | 减仓 |
| HCA | HCA HEALTHCARE | $2.37万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER | $2.35万 | 0.00% | 104 | -1,216 | -92.1% | -$27.52万 | 减仓 |
| FSMB | FIRST TRUST | $2.35万 | 0.00% | 1,179 | -11,396 | -90.6% | -$22.75万 | 减仓 |
| VNOM | VIPER ENERGY | $2.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS | $2.34万 | 0.00% | 1,015 | 6 | 0.6% | $139 | 加仓 |
| PFF | ISHARES PFD | $2.33万 | 0.00% | 767 | 5 | 0.7% | $152 | 加仓 |
| AWI | ARMSTRONG WORLD | $2.32万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH | $2.32万 | 0.00% | 133 | -13 | -8.9% | -$2,263 | 减仓 |
| PCG | PG&E CORP | $2.31万 | 0.00% | 1,315 | 735 | 126.7% | $1.29万 | 加仓 |
| ROP | ROPER TECHNOLOGIES | $2.30万 | 0.00% | 65 | -20 | -23.5% | -$7,088 | 减仓 |
| ALKS | ALKERMES PLC | $2.30万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA EM | $2.27万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $2.25万 | 0.00% | 13 | -3 | -18.8% | -$5,187 | 减仓 |
| IGIB | ISHARES 5-10 YEAR | $2.24万 | 0.00% | 421 | 3 | 0.7% | $160 | 加仓 |
| SCHI | SCHWAB 5-10 | $2.24万 | 0.00% | 988 | -10 | -1.0% | -$227 | 减仓 |
| MLM | MARTIN MARIETTA | $2.24万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $2.23万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $2.21万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY | $2.21万 | 0.00% | 154 | 1 | 0.7% | $144 | 加仓 |
| RLI | RLI CORP | $2.20万 | 0.00% | 385 | 1 | 0.3% | $57 | 加仓 |
| MAS | MASCO CORP | $2.20万 | 0.00% | 363 | 2 | 0.6% | $121 | 加仓 |
| VYMI | VANGUARD INTL | $2.14万 | 0.00% | 227 | 1 | 0.4% | $94 | 加仓 |
| CR | CRANE CO | $2.14万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US | $2.12万 | 0.00% | 798 | 779 | 4,100.0% | $2.07万 | 加仓 |
| CELH | CELSIUS HOLDINGS | $2.10万 | 0.00% | 593 | -50 | -7.8% | -$1,774 | 减仓 |
| LEVI | LEVI STRAUSS | $2.10万 | 0.00% | 1,136 | 7 | 0.6% | $130 | 加仓 |