Goldstein Advisors, LLC
Madison WI · SEC CIK 0001963807
$9.00亿2026Q1 申报市值
228持仓数
56.8%前十大占比 · 第一大 12.2%
18 / 14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
CORO 新建仓+$5,562.19万
ITOT 加仓+$1,939.71万
BLCR 新建仓+$1,900.38万
UBND 加仓+$608.74万
SHLD 加仓+$578.59万
2026Q1 卖出最多 按季末市值估算
EMEQ 减仓-$2,489.21万
VFLO 减仓-$2,147.01万
OEF 清仓-$1,611.99万
AVDE 减仓-$1,265.82万
GSLC 减仓-$967.35万
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $31.90万 | 0.04% | 2,813 | 178 | 6.8% | $2.02万 | 加仓 |
| NTRA | NATERA INC | $31.92万 | 0.04% | 1,596 | 241 | 17.8% | $4.82万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $32.09万 | 0.04% | 9,701 | 451 | 4.9% | $1.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.16万 | 0.04% | 5,310 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.25万 | 0.04% | 4,869 | -9 | -0.2% | -$615 | 减仓 |
| HD | HOME DEPOT INC | $34.14万 | 0.04% | 1,038 | -23 | -2.2% | -$7,564 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.72万 | 0.04% | 581 | 253 | 77.1% | $15.12万 | 加仓 |
| DSI | ISHARES TR | $34.79万 | 0.04% | 2,871 | -92 | -3.1% | -$1.11万 | 减仓 |
| APH | AMPHENOL CORP | $34.89万 | 0.04% | 2,761 | 139 | 5.3% | $1.76万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $35.00万 | 0.04% | 4,125 | -149,201 | -97.3% | -$1,265.82万 | 减仓 |
| QXO | QXO INC | $35.12万 | 0.04% | 18,082 | 4,558 | 33.7% | $8.85万 | 加仓 |
| ABND | AMERICAN CENTY ETF TR | $35.22万 | 0.04% | 8,053 | 88 | 1.1% | $3,849 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $35.38万 | 0.04% | 5,351 | -23 | -0.4% | -$1,521 | 减仓 |
| ETN | EATON CORP PLC | $35.45万 | 0.04% | 991 | 163 | 19.7% | $5.83万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $35.58万 | 0.04% | 2,553 | 173 | 7.3% | $2.41万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $36.31万 | 0.04% | 8,887 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $36.98万 | 0.04% | 2,534 | 674 | 36.2% | $9.84万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $37.19万 | 0.04% | 7,910 | -42 | -0.5% | -$1,975 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.56万 | 0.04% | 7,116 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $37.64万 | 0.04% | 1,179 | -288 | -19.6% | -$9.19万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $38.07万 | 0.04% | 762 | 45 | 6.3% | $2.25万 | 加仓 |
| KLAC | KLA CORP | $38.28万 | 0.04% | 260 | 16 | 6.6% | $2.36万 | 加仓 |
| CI | THE CIGNA GROUP | $39.09万 | 0.04% | 1,466 | 191 | 15.0% | $5.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.38万 | 0.04% | 13,043 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $40.83万 | 0.05% | 1,026 | -283 | -21.6% | -$11.26万 | 减仓 |
| EFAV | ISHARES TR | $40.94万 | 0.05% | 4,481 | -53 | -1.2% | -$4,842 | 减仓 |
| MCK | MCKESSON CORP | $41.71万 | 0.05% | 482 | 46 | 10.6% | $3.98万 | 加仓 |
| VLUE | ISHARES TR | $42.06万 | 0.05% | 2,958 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $42.48万 | 0.05% | 2,202 | 80 | 3.8% | $1.54万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.74万 | 0.05% | 8,819 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $44.22万 | 0.05% | 3,676 | -50 | -1.3% | -$6,014 | 减仓 |
| GEV | GE VERNOVA INC | $45.22万 | 0.05% | 518 | 12 | 2.4% | $1.05万 | 加仓 |
| PWR | QUANTA SVCS INC | $45.24万 | 0.05% | 824 | 1 | 0.1% | $549 | 加仓 |
| IJJ | ISHARES TR | $45.31万 | 0.05% | 3,420 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.59万 | 0.05% | 2,936 | 336 | 12.9% | $5.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.06万 | 0.05% | 2,786 | 200 | 7.7% | $3.31万 | 加仓 |
| NFLX | NETFLIX INC. | $46.14万 | 0.05% | 4,799 | 163 | 3.5% | $1.57万 | 加仓 |
| ORCL | ORACLE CORP | $46.50万 | 0.05% | 3,161 | -58 | -1.8% | -$8,532 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.77万 | 0.05% | 1,198 | -37 | -3.0% | -$1.44万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $47.53万 | 0.05% | 18,072 | 1,214 | 7.2% | $3.19万 | 加仓 |
| WMT | WALMART INC | $47.62万 | 0.05% | 3,832 | 385 | 11.2% | $4.78万 | 加仓 |
| LLY | ELI LILLY & CO | $48.38万 | 0.05% | 526 | 20 | 4.0% | $1.84万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $49.12万 | 0.05% | 11,394 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $51.25万 | 0.06% | 2,612 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $51.54万 | 0.06% | 20,824 | -8,928 | -30.0% | -$22.10万 | 减仓 |
| IVW | ISHARES TR | $53.89万 | 0.06% | 4,764 | 210 | 4.6% | $2.38万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $54.25万 | 0.06% | 17,788 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $54.36万 | 0.06% | 1,799 | 474 | 35.8% | $14.32万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $55.23万 | 0.06% | 2,042 | -45 | -2.2% | -$1.22万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $55.97万 | 0.06% | 9,452 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $57.06万 | 0.06% | 6,087 | -753 | -11.0% | -$7.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.20万 | 0.06% | 574 | -32 | -5.3% | -$3.19万 | 减仓 |
| EUSB | ISHARES TR | $57.61万 | 0.06% | 13,243 | 331 | 2.6% | $1.44万 | 加仓 |
| MCD | MCDONALDS CORP | $60.57万 | 0.07% | 1,949 | 1 | 0.1% | $311 | 加仓 |
| SYSB | ISHARES TR | $64.64万 | 0.07% | 7,263 | 939 | 14.8% | $8.36万 | 加仓 |
| SNPE | DBX ETF TR | $66.37万 | 0.07% | 11,145 | 67 | 0.6% | $3,990 | 加仓 |
| IWM | ISHARES TR | $67.65万 | 0.08% | 2,728 | -188 | -6.4% | -$4.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.29万 | 0.08% | 1,425 | 20 | 1.4% | $9,584 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $68.31万 | 0.08% | 26,640 | 156 | 0.6% | $4,000 | 加仓 |
| VXUS | VANGUARD STAR FDS | $70.25万 | 0.08% | 9,111 | -3 | -0.0% | -$231 | 减仓 |
| TSLA | TESLA INC | $70.71万 | 0.08% | 1,902 | 221 | 13.1% | $8.22万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $72.00万 | 0.08% | 7,210 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $72.64万 | 0.08% | 18,246 | -105 | -0.6% | -$4,180 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.92万 | 0.08% | 13,861 | -1,704 | -10.9% | -$9.21万 | 减仓 |
| — | EXXON MOBIL CORP | $78.40万 | 0.09% | 4,621 | 140 | 3.1% | $2.38万 | 加仓 |
| VV | VANGUARD INDEX FDS | $78.54万 | 0.09% | 2,628 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $80.14万 | 0.09% | 10,369 | -52 | -0.5% | -$4,019 | 减仓 |
| ABBV | ABBVIE INC | $80.47万 | 0.09% | 3,700 | 142 | 4.0% | $3.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $80.95万 | 0.09% | 27,789 | 125 | 0.5% | $3,641 | 加仓 |
| SPTM | SPDR SERIES TRUST | $85.71万 | 0.10% | 10,841 | -545 | -4.8% | -$4.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $87.89万 | 0.10% | 3,596 | 40 | 1.1% | $9,776 | 加仓 |
| ILCG | ISHARES TR | $88.08万 | 0.10% | 9,225 | -245 | -2.6% | -$2.34万 | 减仓 |
| IWR | ISHARES TR | $88.60万 | 0.10% | 9,112 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $88.75万 | 0.10% | 2,626 | 52 | 2.0% | $1.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $96.57万 | 0.11% | 9,307 | 1,967 | 26.8% | $20.41万 | 加仓 |
| VHT | VANGUARD WORLD FD | $100.52万 | 0.11% | 3,691 | -79 | -2.1% | -$2.15万 | 减仓 |
| USMV | ISHARES TR | $109.56万 | 0.12% | 11,814 | 102 | 0.9% | $9,459 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $109.70万 | 0.12% | 40,767 | -227 | -0.6% | -$6,109 | 减仓 |
| IWF | ISHARES TR | $113.51万 | 0.13% | 2,662 | -25 | -0.9% | -$1.07万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $115.11万 | 0.13% | 25,432 | 112 | 0.4% | $5,069 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $121.70万 | 0.14% | 10,626 | 82 | 0.8% | $9,391 | 加仓 |
| VO | VANGUARD INDEX FDS | $121.87万 | 0.14% | 4,244 | 920 | 27.7% | $26.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $124.22万 | 0.14% | 4,223 | 124 | 3.0% | $3.65万 | 加仓 |
| IEFA | ISHARES TR | $128.99万 | 0.14% | 14,248 | 172 | 1.2% | $1.56万 | 加仓 |
| IEMG | ISHARES INC | $139.13万 | 0.15% | 19,947 | -2,639 | -11.7% | -$18.41万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $142.49万 | 0.16% | 10,881 | 3 | 0.0% | $393 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $143.28万 | 0.16% | 19,967 | 55 | 0.3% | $3,947 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $146.34万 | 0.16% | 32,058 | -2,450 | -7.1% | -$11.18万 | 减仓 |
| META | META PLATFORMS INC | $151.72万 | 0.17% | 2,652 | 87 | 3.4% | $4.98万 | 加仓 |
| DEUS | DBX ETF TR | $152.15万 | 0.17% | 25,405 | -1,099 | -4.1% | -$6.58万 | 减仓 |
| EMGF | ISHARES INC | $167.12万 | 0.19% | 27,655 | 11,330 | 69.4% | $68.47万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $171.02万 | 0.19% | 7,197 | -189 | -2.6% | -$4.49万 | 减仓 |
| IJR | ISHARES TR | $174.83万 | 0.19% | 14,064 | 127 | 0.9% | $1.58万 | 加仓 |
| QUS | SPDR SERIES TRUST | $184.24万 | 0.20% | 10,734 | -36 | -0.3% | -$6,179 | 减仓 |
| AVGO | BROADCOM INC | $190.07万 | 0.21% | 6,141 | 539 | 9.6% | $16.68万 | 加仓 |
| MTUM | ISHARES TR | $191.49万 | 0.21% | 7,979 | -51 | -0.6% | -$1.22万 | 减仓 |
| COWZ | PACER FDS TR | $195.43万 | 0.22% | 31,239 | 491 | 1.6% | $3.07万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $196.57万 | 0.22% | 33,787 | 655 | 2.0% | $3.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $197.80万 | 0.22% | 6,166 | 25 | 0.4% | $8,020 | 加仓 |
| VUG | VANGUARD INDEX FDS | $199.92万 | 0.22% | 4,577 | 228 | 5.2% | $9.96万 | 加仓 |