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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,617.49万 | 7.23% | 101,307 | 1,476 | 1.5% | $96.41万 | 加仓 |
| SPY | STATE STREET | $4,661.35万 | 5.10% | 71,675 | -7,015 | -8.9% | -$456.22万 | 减仓 |
| AAPL | APPLE INC | $3,104.64万 | 3.39% | 122,330 | -3,277 | -2.6% | -$83.17万 | 减仓 |
| AGG | ISHARES CORE | $2,527.48万 | 2.76% | 254,606 | -8,761 | -3.3% | -$86.97万 | 减仓 |
| FVD | FIRST TRUST | $2,272.20万 | 2.48% | 483,139 | 14,108 | 3.0% | $66.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,050.57万 | 2.24% | 117,579 | -5,359 | -4.4% | -$93.46万 | 减仓 |
| GOOGL | ALPHABET INC | $1,893.62万 | 2.07% | 65,851 | 1,171 | 1.8% | $33.67万 | 加仓 |
| AMZN | AMAZON COM INC | $1,826.38万 | 2.00% | 87,692 | -724 | -0.8% | -$15.08万 | 减仓 |
| QQQ | INVESCO QQQ | $1,811.12万 | 1.98% | 31,378 | -1,949 | -5.8% | -$112.49万 | 减仓 |
| WINN | HARBOR LONG | $1,537.67万 | 1.68% | 554,554 | 31,311 | 6.0% | $86.82万 | 加仓 |
| QGRO | AMERICAN CENTURY | $1,430.99万 | 1.56% | 136,245 | 3,993 | 3.0% | $41.94万 | 加仓 |
| USMC | PRINCIPAL US | $1,348.64万 | 1.47% | 209,703 | 1,740 | 0.8% | $11.19万 | 加仓 |
| RDVY | FIRST TRUST | $1,280.32万 | 1.40% | 187,510 | -10,370 | -5.2% | -$70.81万 | 减仓 |
| SPAB | STATE STREET | $1,183.40万 | 1.29% | 461,904 | -43,088 | -8.5% | -$110.39万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,171.30万 | 1.28% | 297,058 | 3,904 | 1.3% | $15.39万 | 加仓 |
| DYNF | ISHARES U S | $1,060.99万 | 1.16% | 182,364 | 148,265 | 434.8% | $862.61万 | 加仓 |
| FTCS | FIRST TRUST | $1,050.67万 | 1.15% | 113,267 | 5,577 | 5.2% | $51.73万 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS | $999.58万 | 1.09% | 85,302 | -902 | -1.0% | -$10.57万 | 减仓 |
| SIVR | ABERDEEN PHYSICAL | $869.53万 | 0.95% | 121,426 | 119,897 | 7,841.5% | $858.58万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $866.27万 | 0.95% | 256,521 | -6,184 | -2.4% | -$20.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $814.34万 | 0.89% | 21,999 | -5,117 | -18.9% | -$189.42万 | 减仓 |
| TSLA | TESLA INC | $785.36万 | 0.86% | 21,126 | -167 | -0.8% | -$6.21万 | 减仓 |
| QUAL | ISHARES MSCI | $734.21万 | 0.80% | 38,277 | 1,574 | 4.3% | $30.19万 | 加仓 |
| DGRW | WISDOMTREE US | $665.59万 | 0.73% | 75,772 | -47,275 | -38.4% | -$415.27万 | 减仓 |
| VIG | VANGUARD DIVIDEND | $590.43万 | 0.65% | 27,454 | 530 | 2.0% | $11.40万 | 加仓 |
| BX | BLACKSTONE INC | $584.31万 | 0.64% | 50,814 | 106 | 0.2% | $1.22万 | 加仓 |
| RTX | RTX CORP | $584.20万 | 0.64% | 30,285 | -182 | -0.6% | -$3.51万 | 减仓 |
| UCON | FIRST TRUST | $582.39万 | 0.64% | 235,120 | 39,847 | 20.4% | $98.70万 | 加仓 |
| JQUA | JPMORGAN US | $582.34万 | 0.64% | 94,967 | 949 | 1.0% | $5.82万 | 加仓 |
| AVGO | BROADCOM INC | $571.53万 | 0.62% | 18,465 | 161 | 0.9% | $4.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $566.01万 | 0.62% | 73,948 | -42,644 | -36.6% | -$326.40万 | 减仓 |
| CAM | AB ACTIVE | $548.62万 | 0.60% | 219,729 | -37,745 | -14.7% | -$94.24万 | 减仓 |
| GLD | SPDR GOLD | $541.99万 | 0.59% | 12,596 | -394 | -3.0% | -$16.95万 | 减仓 |
| VNLA | JANUS HENDERSON | $532.67万 | 0.58% | 109,018 | -4,679 | -4.1% | -$22.86万 | 减仓 |
| FICS | FIRST TRUST | $527.35万 | 0.58% | 135,096 | 24,571 | 22.2% | $95.91万 | 加仓 |
| META | META PLATFORMS | $515.61万 | 0.56% | 9,012 | -50 | -0.6% | -$2.86万 | 减仓 |
| SPYV | STATE STREET | $477.89万 | 0.52% | 84,462 | -5,090 | -5.7% | -$28.80万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $460.35万 | 0.50% | 47,017 | -27,150 | -36.6% | -$265.83万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $449.96万 | 0.49% | 63,951 | 112 | 0.2% | $7,880 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $444.65万 | 0.49% | 115,958 | -64,025 | -35.6% | -$245.51万 | 减仓 |
| ACWI | ISHARES MSCI | $441.54万 | 0.48% | 31,909 | 3,441 | 12.1% | $47.61万 | 加仓 |
| JPM | JPMORGAN CHASE | $410.13万 | 0.45% | 13,942 | 1,014 | 7.8% | $29.83万 | 加仓 |
| IDV | ISHARES INTL | $408.00万 | 0.45% | 95,864 | -2,136 | -2.2% | -$9.09万 | 减仓 |
| USFR | WISDOMTREE FLOATING | $405.87万 | 0.44% | 80,626 | -25,273 | -23.9% | -$127.23万 | 减仓 |
| PPA | INVESCO AEROSPACE | $403.42万 | 0.44% | 24,346 | 7 | 0.0% | $1,160 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $396.92万 | 0.43% | 3,983 | 159 | 4.2% | $15.84万 | 加仓 |
| VOO | VANGUARD S&P | $395.00万 | 0.43% | 6,610 | 49 | 0.7% | $2.93万 | 加仓 |
| SGOV | ISHARES 0-3 | $368.95万 | 0.40% | 36,652 | -10,608 | -22.4% | -$106.78万 | 减仓 |
| IWD | ISHARES RUSSELL | $368.80万 | 0.40% | 17,260 | -1,428 | -7.6% | -$30.51万 | 减仓 |
| IUSG | ISHARES S&P | $361.15万 | 0.39% | 23,283 | -500 | -2.1% | -$7.76万 | 减仓 |
| COWZ | PACER US | $355.39万 | 0.39% | 56,807 | -5,012 | -8.1% | -$31.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $341.14万 | 0.37% | 7,119 | -127 | -1.8% | -$6.09万 | 减仓 |
| IJR | ISHARES CORE | $325.21万 | 0.36% | 26,161 | 1,387 | 5.6% | $17.24万 | 加仓 |
| GOOG | ALPHABET INC | $324.48万 | 0.35% | 11,311 | -881 | -7.2% | -$25.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $322.88万 | 0.35% | 22,073 | -768 | -3.4% | -$11.23万 | 减仓 |
| IJH | ISHARES CORE | $319.02万 | 0.35% | 47,240 | -91 | -0.2% | -$6,145 | 减仓 |
| MSTR | STRATEGY INC | $314.96万 | 0.34% | 25,237 | 1,177 | 4.9% | $14.69万 | 加仓 |
| QQQM | INVESCO NASDAQ | $311.32万 | 0.34% | 13,101 | 12,283 | 1,501.6% | $291.88万 | 加仓 |
| JGRO | JPMORGAN ACTIVE | $310.10万 | 0.34% | 36,689 | 34,530 | 1,599.4% | $291.85万 | 加仓 |
| FPE | FIRST TRUST | $305.11万 | 0.33% | 171,894 | -6,068 | -3.4% | -$10.77万 | 减仓 |
| AVDE | AVANTIS INTL | $301.70万 | 0.33% | 35,560 | -354 | -1.0% | -$3.00万 | 减仓 |
| IWO | ISHARES RUSSELL | $300.45万 | 0.33% | 9,574 | -282 | -2.9% | -$8.85万 | 减仓 |
| BUFQ | FIRST TRUST | $300.16万 | 0.33% | 84,983 | -5,897 | -6.5% | -$20.83万 | 减仓 |
| QGRW | WISDOMTREE US | $291.16万 | 0.32% | 54,493 | 53,345 | 4,646.8% | $285.02万 | 加仓 |
| FPX | FIRST TRUST | $285.81万 | 0.31% | 17,997 | -441 | -2.4% | -$7.00万 | 减仓 |
| IEMG | ISHARES CORE | $283.95万 | 0.31% | 40,709 | 25,867 | 174.3% | $180.43万 | 加仓 |
| JEPI | JPMORGAN | $283.67万 | 0.31% | 50,048 | 50,048 | — | $283.67万 | 新建仓 |
| FTSM | FIRST TRUST | $283.53万 | 0.31% | 47,428 | -43 | -0.1% | -$2,571 | 减仓 |
| IVW | ISHARES S&P | $282.56万 | 0.31% | 24,980 | 6,335 | 34.0% | $71.66万 | 加仓 |
| EFV | ISHARES MSCI | $279.06万 | 0.31% | 37,533 | 9,021 | 31.6% | $67.07万 | 加仓 |
| SPMD | STATE STREET | $279.03万 | 0.31% | 47,116 | -11,820 | -20.1% | -$70.00万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $268.03万 | 0.29% | 58,751 | -4,633 | -7.3% | -$21.14万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $266.72万 | 0.29% | 53,546 | 5,013 | 10.3% | $24.97万 | 加仓 |
| PYLD | PIMCO ENHANCED | $257.66万 | 0.28% | 98,344 | 12,427 | 14.5% | $32.56万 | 加仓 |
| SKYY | FIRST TRUST | $253.37万 | 0.28% | 23,168 | 3,545 | 18.1% | $38.77万 | 加仓 |
| WMT | WALMART INC | $250.86万 | 0.27% | 20,185 | 323 | 1.6% | $4.01万 | 加仓 |
| SPSM | STATE STREET | $250.60万 | 0.27% | 51,862 | -22,883 | -30.6% | -$110.57万 | 减仓 |
| IVE | ISHARES S&P | $238.04万 | 0.26% | 11,273 | 4,800 | 74.2% | $101.36万 | 加仓 |
| GRID | FIRST TRUST | $237.48万 | 0.26% | 14,517 | 9,803 | 208.0% | $160.36万 | 加仓 |
| OUNZ | VANECK MERK | $233.64万 | 0.26% | 51,863 | 46,010 | 786.1% | $207.28万 | 加仓 |
| V | VISA INC | $229.59万 | 0.25% | 7,596 | 70 | 0.9% | $2.12万 | 加仓 |
| FTGS | FIRST TRUST | $228.70万 | 0.25% | 67,175 | 5,605 | 9.1% | $19.08万 | 加仓 |
| FMB | FIRST TRUST | $227.59万 | 0.25% | 44,925 | -6,418 | -12.5% | -$32.51万 | 减仓 |
| FV | FIRST TRUST | $225.17万 | 0.25% | 37,256 | -683 | -1.8% | -$4.13万 | 减仓 |
| FTEC | FIDELITY MSCI | $222.64万 | 0.24% | 10,701 | 391 | 3.8% | $8.13万 | 加仓 |
| JPST | JPMORGAN | $220.57万 | 0.24% | 43,581 | -10,956 | -20.1% | -$55.45万 | 减仓 |
| USMV | ISHARES MSCI | $216.48万 | 0.24% | 23,342 | -5,312 | -18.5% | -$49.27万 | 减仓 |
| SPIB | STATE STREET | $216.36万 | 0.24% | 64,506 | 520 | 0.8% | $1.74万 | 加仓 |
| CIBR | FIRST TRUST | $215.08万 | 0.24% | 34,314 | 20,451 | 147.5% | $128.19万 | 加仓 |
| GEV | GE VERNOVA | $211.06万 | 0.23% | 2,417 | -79 | -3.2% | -$6.90万 | 减仓 |
| CAT | CATERPILLAR INC | $208.66万 | 0.23% | 2,945 | -130 | -4.2% | -$9.21万 | 减仓 |
| DIA | STATE STREET | $201.43万 | 0.22% | 4,348 | 149 | 3.5% | $6.90万 | 加仓 |
| JEPQ | JPMORGAN | $200.66万 | 0.22% | 36,142 | 11,645 | 47.5% | $64.65万 | 加仓 |
| HD | HOME DEPOT | $199.66万 | 0.22% | 6,070 | -983 | -13.9% | -$32.33万 | 减仓 |
| SNDK | SANDISK CORP | $195.62万 | 0.21% | 3,079 | -553 | -15.2% | -$35.13万 | 减仓 |
| SLV | ISHARES SILVER | $192.62万 | 0.21% | 28,268 | 18,059 | 176.9% | $123.05万 | 加仓 |
| MMIT | NYLI MACKAY | $192.50万 | 0.21% | 79,857 | 649 | 0.8% | $1.56万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $192.40万 | 0.21% | 6,889 | -7 | -0.1% | -$1,955 | 减仓 |
| CGCV | CAPITAL GROUP | $191.25万 | 0.21% | 64,156 | 8,860 | 16.0% | $26.41万 | 加仓 |
| RWL | INVESCO S&P | $190.90万 | 0.21% | 16,613 | -1,803 | -9.8% | -$20.72万 | 减仓 |