Goldstein Advisors, LLC
Madison WI · SEC CIK 0001963807
$10.94亿2026Q2 申报市值
261持仓数
59.4%前十大占比 · 第一大 18.7%
49 / 18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
ITOT 加仓+$7,767.69万
IALT 新建仓+$1,478.11万
CORO 加仓+$900.10万
SHLD 加仓+$549.76万
GSLC 加仓+$339.71万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$2,611.32万
EMEQ 减仓-$1,857.06万
VFLO 减仓-$1,471.08万
THRO 减仓-$999.27万
SPMO 减仓-$986.72万
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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $32.28万 | 0.03% | 2,555 | 2 | 0.1% | $253 | 加仓 |
| ASML | ASML HLDG NV | $33.42万 | 0.03% | 168 | -62 | -27.0% | -$12.33万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.94万 | 0.03% | 2,985 | 2,985 | — | $33.94万 | 新建仓 |
| IUSG | ISHARES TR | $34.03万 | 0.03% | 1,809 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $34.30万 | 0.03% | 3,060 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $34.82万 | 0.03% | 549 | 549 | — | $34.82万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.11万 | 0.03% | 2,237 | 2,237 | — | $35.11万 | 新建仓 |
| ABND | AMERICAN CENTY ETF TR | $35.35万 | 0.03% | 8,083 | 30 | 0.4% | $1,312 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $35.46万 | 0.03% | 2,801 | 584 | 26.3% | $7.39万 | 加仓 |
| PGR | PROGRESSIVE CORP | $35.61万 | 0.03% | 1,630 | 31 | 1.9% | $6,772 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $35.88万 | 0.03% | 7,660 | -250 | -3.2% | -$1.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.95万 | 0.03% | 4,471 | 999 | 28.8% | $8.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.12万 | 0.03% | 5,310 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $37.18万 | 0.03% | 2,611 | -260 | -9.1% | -$3.70万 | 减仓 |
| SE | SEA LTD | $37.20万 | 0.03% | 3,882 | 1,146 | 41.9% | $10.98万 | 加仓 |
| LOW | LOWES COS INC | $37.55万 | 0.03% | 1,703 | 437 | 34.5% | $9.64万 | 加仓 |
| SHOP | SHOPIFY INC | $38.38万 | 0.04% | 3,361 | 811 | 31.8% | $9.26万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $38.44万 | 0.04% | 7,116 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $39.30万 | 0.04% | 4,481 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $39.34万 | 0.04% | 8,871 | -16 | -0.2% | -$710 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $39.47万 | 0.04% | 4,869 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $39.56万 | 0.04% | 5,540 | 741 | 15.4% | $5.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $39.95万 | 0.04% | 7,012 | 1,117 | 18.9% | $6.36万 | 加仓 |
| PWR | QUANTA SVCS INC | $40.11万 | 0.04% | 557 | -267 | -32.4% | -$19.23万 | 减仓 |
| CB | CHUBB LIMITED | $40.17万 | 0.04% | 1,179 | 259 | 28.2% | $8.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $40.43万 | 0.04% | 3,383 | -1 | -0.0% | -$120 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $41.00万 | 0.04% | 7,846 | 7,846 | — | $41.00万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $41.04万 | 0.04% | 20,080 | 20,080 | — | $41.04万 | 新建仓 |
| APH | AMPHENOL CORP | $41.56万 | 0.04% | 2,357 | -404 | -14.6% | -$7.12万 | 减仓 |
| PEP | PEPSICO INC | $42.68万 | 0.04% | 3,152 | 216 | 7.4% | $2.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $43.25万 | 0.04% | 842 | 80 | 10.5% | $4.11万 | 加仓 |
| DIS | DISNEY WALT CO | $43.76万 | 0.04% | 4,546 | 1,495 | 49.0% | $14.39万 | 加仓 |
| BA | BOEING CO | $44.20万 | 0.04% | 2,042 | 924 | 82.6% | $20.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.29万 | 0.04% | 15,294 | 3,064 | 25.1% | $8.87万 | 加仓 |
| MCK | MCKESSON CORP | $44.43万 | 0.04% | 588 | 106 | 22.0% | $8.01万 | 加仓 |
| GE | GE AEROSPACE | $45.30万 | 0.04% | 1,212 | 394 | 48.2% | $14.72万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $45.53万 | 0.04% | 8,548 | 8,548 | — | $45.53万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $46.17万 | 0.04% | 3,034 | 500 | 19.7% | $7.61万 | 加仓 |
| NTRA | NATERA INC | $46.17万 | 0.04% | 1,701 | 105 | 6.6% | $2.85万 | 加仓 |
| WMT | WALMART INC | $47.00万 | 0.04% | 4,150 | 318 | 8.3% | $3.60万 | 加仓 |
| MS | MORGAN STANLEY | $47.43万 | 0.04% | 2,269 | 696 | 44.2% | $14.55万 | 加仓 |
| QXO | QXO INC | $47.49万 | 0.04% | 27,484 | 9,402 | 52.0% | $16.25万 | 加仓 |
| RTX | RTX CORPORATION | $47.70万 | 0.04% | 2,514 | 312 | 14.2% | $5.92万 | 加仓 |
| ORCL | ORACLE CORP | $48.08万 | 0.04% | 3,281 | 120 | 3.8% | $1.76万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $48.09万 | 0.04% | 13,043 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $48.35万 | 0.04% | 704 | 123 | 21.2% | $8.45万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.51万 | 0.04% | 8,819 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $48.55万 | 0.04% | 4,133 | 641 | 18.4% | $7.53万 | 加仓 |
| CI | THE CIGNA GROUP | $48.59万 | 0.04% | 1,763 | 297 | 20.3% | $8.19万 | 加仓 |
| IJJ | ISHARES TR | $50.52万 | 0.05% | 3,420 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $51.19万 | 0.05% | 19,516 | 1,444 | 8.0% | $3.79万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $52.88万 | 0.05% | 11,394 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $54.17万 | 0.05% | 2,004 | 55 | 2.8% | $1.49万 | 加仓 |
| TLN | TALEN ENERGY CORP | $54.91万 | 0.05% | 1,429 | 250 | 21.2% | $9.61万 | 加仓 |
| FAST | FASTENAL CO | $54.97万 | 0.05% | 11,445 | 6,915 | 152.6% | $33.21万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $55.32万 | 0.05% | 19,972 | -852 | -4.1% | -$2.36万 | 减仓 |
| ETN | EATON CORP PLC | $55.69万 | 0.05% | 1,307 | 316 | 31.9% | $13.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $56.40万 | 0.05% | 1,654 | 1,654 | — | $56.40万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $56.92万 | 0.05% | 2,612 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $56.98万 | 0.05% | 4,434 | 758 | 20.6% | $9.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.70万 | 0.05% | 2,052 | 742 | 56.6% | $20.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.04万 | 0.05% | 3,208 | 422 | 15.1% | $7.63万 | 加仓 |
| C | CITIGROUP INC | $58.56万 | 0.05% | 4,184 | 1,371 | 48.7% | $19.19万 | 加仓 |
| VLUE | ISHARES TR | $59.10万 | 0.05% | 2,958 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $61.92万 | 0.06% | 17,788 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $62.31万 | 0.06% | 23,616 | 14,972 | 173.2% | $39.50万 | 加仓 |
| TJX | TJX COS INC NEW | $62.40万 | 0.06% | 4,119 | 2,437 | 144.9% | $36.92万 | 加仓 |
| LLY | ELI LILLY & CO | $62.97万 | 0.06% | 525 | -1 | -0.2% | -$1,199 | 减仓 |
| EUSB | ISHARES TR | $62.99万 | 0.06% | 14,497 | 1,254 | 9.5% | $5.45万 | 加仓 |
| SYSB | ISHARES TR | $63.36万 | 0.06% | 7,142 | -121 | -1.7% | -$1.07万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $63.81万 | 0.06% | 6,916 | 6,916 | — | $63.81万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $63.86万 | 0.06% | 9,452 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $64.67万 | 0.06% | 1,912 | 1,912 | — | $64.67万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.05万 | 0.06% | 2,642 | 2,642 | — | $65.05万 | 新建仓 |
| IVW | ISHARES TR | $65.92万 | 0.06% | 4,793 | 29 | 0.6% | $3,988 | 加仓 |
| — | EXXON MOBIL CORP | $67.43万 | 0.06% | 4,932 | 311 | 6.7% | $4.25万 | 加仓 |
| APP | APPLOVIN CORP | $69.40万 | 0.06% | 1,347 | 321 | 31.3% | $16.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.16万 | 0.07% | 1,482 | 57 | 4.0% | $2.85万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $74.94万 | 0.07% | 17,541 | -705 | -3.9% | -$3.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.55万 | 0.07% | 1,335 | 1,335 | — | $77.55万 | 新建仓 |
| ALAB | ASTERA LABS INC | $78.35万 | 0.07% | 1,622 | -402 | -19.9% | -$19.42万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.40万 | 0.07% | 26,640 | 0 | 0.0% | — | 不变 |
| SNPE | DBX ETF TR | $78.64万 | 0.07% | 11,420 | 275 | 2.5% | $1.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $78.67万 | 0.07% | 9,202 | 91 | 1.0% | $7,780 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $78.85万 | 0.07% | 4,615 | 4,615 | — | $78.85万 | 新建仓 |
| IWM | ISHARES TR | $81.96万 | 0.07% | 2,728 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $82.15万 | 0.08% | 13,763 | -98 | -0.7% | -$5,850 | 减仓 |
| MGEE | MGE ENERGY INC | $83.71万 | 0.08% | 10,266 | -103 | -1.0% | -$8,399 | 减仓 |
| KLAC | KLA CORP | $84.78万 | 0.08% | 2,810 | 210 | 8.1% | $6.34万 | 加仓 |
| HD | HOME DEPOT INC | $87.68万 | 0.08% | 2,486 | 1,448 | 139.5% | $51.07万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $89.72万 | 0.08% | 8,706 | 1,496 | 20.7% | $15.42万 | 加仓 |
| VV | VANGUARD INDEX FDS | $90.38万 | 0.08% | 2,628 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $91.88万 | 0.08% | 1,204 | 6 | 0.5% | $4,579 | 加仓 |
| GEV | GE VERNOVA INC | $95.99万 | 0.09% | 817 | 299 | 57.7% | $35.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $97.75万 | 0.09% | 10,959 | 6,834 | 165.7% | $60.96万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $98.04万 | 0.09% | 10,799 | -42 | -0.4% | -$3,813 | 减仓 |
| ABBV | ABBVIE INC | $99.42万 | 0.09% | 3,951 | 251 | 6.8% | $6.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $100.23万 | 0.09% | 3,947 | 351 | 9.8% | $8.91万 | 加仓 |
| IWR | ISHARES TR | $100.52万 | 0.09% | 9,112 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $106.60万 | 0.10% | 1,001 | 688 | 219.8% | $73.27万 | 加仓 |