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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $3.68万 | 0.00% | 216 | -133 | -38.1% | -$2.27万 | 减仓 |
| EG | EVEREST GROUP | $3.68万 | 0.00% | 103 | 103 | — | $3.68万 | 新建仓 |
| FAX | ABRDN ASIA | $3.68万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $3.67万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES FOCUSED | $3.63万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $3.60万 | 0.00% | 1,276 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES IBONDS | $3.59万 | 0.00% | 1,532 | 24 | 1.6% | $562 | 加仓 |
| CPB | CAMPBELLS CO | $3.56万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE | $3.55万 | 0.00% | 695 | 10 | 1.5% | $510 | 加仓 |
| FLR | FLUOR CORP | $3.51万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P | $3.50万 | 0.00% | 571 | -100 | -14.9% | -$6,129 | 减仓 |
| BKTI | BK TECHNOLOGIES | $3.50万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $3.47万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $3.46万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL | $3.46万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| UTMD | UTAH MEDICAL PRODS INC | $3.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $3.43万 | 0.00% | 144 | 1 | 0.7% | $238 | 加仓 |
| ALKS | ALKERMES PLC | $3.41万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $3.40万 | 0.00% | 746 | -174 | -18.9% | -$7,920 | 减仓 |
| STZ | CONSTELLATION BRANDS | $3.39万 | 0.00% | 243 | 1 | 0.4% | $140 | 加仓 |
| XRT | STATE STREET | $3.38万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.38万 | 0.00% | 415 | 52 | 14.3% | $4,237 | 加仓 |
| — | SILA REALTY | $3.35万 | 0.00% | 1,103 | 15 | 1.4% | $455 | 加仓 |
| EXR | EXTRA SPACE | $3.34万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $3.33万 | 0.00% | 1,250 | -50 | -3.8% | -$1,333 | 减仓 |
| OUSM | ALPS OSHARES | $3.33万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE | $3.31万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVIDEND | $3.29万 | 0.00% | 1,118 | 17 | 1.5% | $500 | 加仓 |
| PFM | INVESCO DIVIDEND | $3.28万 | 0.00% | 591 | -462 | -43.9% | -$2.56万 | 减仓 |
| — | BITWISE 10 | $3.27万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX | $3.26万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG | $3.26万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| FLKR | FRANKLIN FTSE | $3.25万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3.25万 | 0.00% | 63 | -56 | -47.1% | -$2.89万 | 减仓 |
| FUMB | FIRST TRUST | $3.25万 | 0.00% | 1,618 | -17 | -1.0% | -$341 | 减仓 |
| XSMO | INVESCO S&P | $3.22万 | 0.00% | 343 | 125 | 57.3% | $1.17万 | 加仓 |
| EFAV | ISHARES MSCI | $3.20万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS | $3.20万 | 0.00% | 101 | 101 | — | $3.20万 | 新建仓 |
| BBAX | JPMORGAN BETABUILDERS | $3.18万 | 0.00% | 531 | 531 | — | $3.18万 | 新建仓 |
| RACE | FERRARI NV | $3.16万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $3.16万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS | $3.16万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $3.15万 | 0.00% | 328 | -175 | -34.8% | -$1.68万 | 减仓 |
| AWR | AMERICAN STS WTR CO | $3.14万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES | $3.13万 | 0.00% | 62 | -38 | -38.0% | -$1.92万 | 减仓 |
| — | ABRDN AUSTRALIA | $3.13万 | 0.00% | 2,526 | 70 | 2.9% | $867 | 加仓 |
| CFG | CITIZENS FINANCIAL | $3.13万 | 0.00% | 446 | 4 | 0.9% | $280 | 加仓 |
| RYAAY | RYANAIR HOLDINGS | $3.11万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD | $3.11万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILITIES | $3.10万 | 0.00% | 809 | 109 | 15.6% | $4,176 | 加仓 |
| ADSK | AUTODESK INC | $3.09万 | 0.00% | 159 | -123 | -43.6% | -$2.39万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES | $3.08万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST | $3.08万 | 0.00% | 1,523 | 5 | 0.3% | $101 | 加仓 |
| VKTX | VIKING THERAPEUTICS | $3.08万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| GQRE | FLEXSHARES GLOBAL | $3.08万 | 0.00% | 481 | -58 | -10.8% | -$3,712 | 减仓 |
| SR | SPIRE INC | $3.08万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.03万 | 0.00% | 545 | -300 | -35.5% | -$1.67万 | 减仓 |
| WAB | WABTEC | $3.03万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $3.02万 | 0.00% | 572 | 2 | 0.4% | $106 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS | $3.02万 | 0.00% | 1,020 | 5 | 0.5% | $148 | 加仓 |
| CMG | CHIPOTLE MEXICAN | $3.01万 | 0.00% | 884 | 100 | 12.8% | $3,400 | 加仓 |
| IONS | IONIS PHARMACEUTICALS | $2.98万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $2.97万 | 0.00% | 77 | -31 | -28.7% | -$1.20万 | 减仓 |
| ANGL | VANECK FALLEN | $2.95万 | 0.00% | 1,009 | -1,025 | -50.4% | -$3.00万 | 减仓 |
| UGI | UGI CORP | $2.95万 | 0.00% | 854 | -404 | -32.1% | -$1.40万 | 减仓 |
| QYLD | GLOBAL X | $2.95万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA EM | $2.94万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS | $2.92万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| RH | RH | $2.90万 | 0.00% | 176 | -29 | -14.1% | -$4,777 | 减仓 |
| E | E N I SPA | $2.89万 | 0.00% | 617 | 10 | 1.6% | $469 | 加仓 |
| — | CHRONOSCALE CORP | $2.89万 | 0.00% | 1,299 | 1,299 | — | $2.89万 | 新建仓 |
| HIMU | ISHARES HIGH | $2.88万 | 0.00% | 579 | 4 | 0.7% | $199 | 加仓 |
| QUS | STATE STREET | $2.88万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U S | $2.87万 | 0.00% | 580 | -60 | -9.4% | -$2,965 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE | $2.84万 | 0.00% | 2,883 | 12 | 0.4% | $118 | 加仓 |
| LEVI | LEVI STRAUSS | $2.84万 | 0.00% | 1,143 | 7 | 0.6% | $174 | 加仓 |
| VXF | VANGUARD EXTENDED | $2.81万 | 0.00% | 114 | -2 | -1.7% | -$492 | 减仓 |
| CR | CRANE CO | $2.79万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE | $2.77万 | 0.00% | 335 | 38 | 12.8% | $3,145 | 加仓 |
| BMRC | BANK MARIN | $2.77万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $2.76万 | 0.00% | 612 | 612 | — | $2.76万 | 新建仓 |
| EL | ESTEE LAUDER | $2.72万 | 0.00% | 344 | -110 | -24.2% | -$8,696 | 减仓 |
| ALAB | ASTERA LABS | $2.70万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY | $2.70万 | 0.00% | 28 | 10 | 55.6% | $9,650 | 加仓 |
| DVN | DEVON ENERGY | $2.69万 | 0.00% | 650 | 150 | 30.0% | $6,205 | 加仓 |
| COPX | GLOBAL X | $2.68万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET | $2.67万 | 0.00% | 1,048 | 12 | 1.2% | $305 | 加仓 |
| — | DOUGLAS ELLIMAN | $2.65万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $2.63万 | 0.00% | 174 | 174 | — | $2.63万 | 新建仓 |
| CDNS | CADENCE DESIGN | $2.63万 | 0.00% | 70 | 4 | 6.1% | $1,501 | 加仓 |
| AEE | AMEREN CORP | $2.63万 | 0.00% | 232 | 2 | 0.9% | $226 | 加仓 |
| ACN | ACCENTURE PLC | $2.62万 | 0.00% | 210 | -255 | -54.8% | -$3.18万 | 减仓 |
| DLTR | DOLLAR TREE | $2.61万 | 0.00% | 216 | 106 | 96.4% | $1.28万 | 加仓 |
| WSM | WILLIAMS SONOMA | $2.59万 | 0.00% | 111 | 1 | 0.9% | $234 | 加仓 |
| — | NUVEEN CALIFORNIA | $2.59万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $2.57万 | 0.00% | 538 | 100 | 22.8% | $4,781 | 加仓 |
| VMBS | VANGUARD MORTGAGE | $2.56万 | 0.00% | 546 | 6 | 1.1% | $281 | 加仓 |
| APIE | ACTIVEPASSIVE INTL | $2.55万 | 0.00% | 658 | 658 | — | $2.55万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $2.55万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES | $2.54万 | 0.00% | 1,408 | -13 | -0.9% | -$235 | 减仓 |