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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $221.32万 | 0.25% | 7,696 | -208 | -2.6% | -$5.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $235.15万 | 0.26% | 17,694 | 1,712 | 10.7% | $22.75万 | 加仓 |
| IVV | ISHARES TR | $239.53万 | 0.27% | 3,667 | 170 | 4.9% | $11.10万 | 加仓 |
| — | ISHARES TR | $240.59万 | 0.27% | 36,963 | -1,195 | -3.1% | -$7.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $249.20万 | 0.28% | 3,832 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $252.61万 | 0.28% | 8,806 | 1,335 | 17.9% | $38.30万 | 加仓 |
| AMZN | AMAZON COM INC | $255.63万 | 0.28% | 12,274 | 927 | 8.2% | $19.31万 | 加仓 |
| IMCB | ISHARES TR | $315.25万 | 0.35% | 37,786 | -555 | -1.4% | -$4.63万 | 减仓 |
| — | PGIM ETF TR | $318.96万 | 0.35% | 63,363 | 58,123 | 1,109.2% | $292.58万 | 加仓 |
| TILT | FLEXSHARES TR | $333.99万 | 0.37% | 13,837 | -145 | -1.0% | -$3.50万 | 减仓 |
| DBEF | DBX ETF TR | $335.61万 | 0.37% | 67,937 | -2,610 | -3.7% | -$12.89万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.40% | 5 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $377.38万 | 0.42% | 80,243 | -467 | -0.6% | -$2.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $398.51万 | 0.44% | 10,766 | 860 | 8.7% | $31.83万 | 加仓 |
| SCZ | ISHARES TR | $442.10万 | 0.49% | 56,383 | -1,424 | -2.5% | -$11.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $484.08万 | 0.54% | 8,387 | 76 | 0.9% | $4.39万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $538.93万 | 0.60% | 103,780 | 3,586 | 3.6% | $18.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $568.20万 | 0.63% | 32,580 | 1,889 | 6.2% | $32.94万 | 加仓 |
| AAPL | APPLE INC | $575.41万 | 0.64% | 22,673 | 780 | 3.6% | $19.80万 | 加仓 |
| IJH | ISHARES TR | $655.90万 | 0.73% | 97,127 | 575 | 0.6% | $3.88万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $703.76万 | 0.78% | 70,243 | 6,966 | 11.0% | $69.79万 | 加仓 |
| PULS | PGIM ETF TR | $912.18万 | 1.01% | 184,279 | 55,725 | 43.3% | $275.84万 | 加仓 |
| XSOE | WISDOMTREE TR | $923.66万 | 1.03% | 230,340 | 2,291 | 1.0% | $9.19万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,007.28万 | 1.12% | 209,632 | 15,314 | 7.9% | $73.58万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,209.35万 | 1.34% | 230,661 | 2,202 | 1.0% | $11.55万 | 加仓 |
| EMEQ | NOMURA ETF TR | $1,235.26万 | 1.37% | 273,894 | -551,931 | -66.8% | -$2,489.21万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,724.75万 | 1.92% | 243,471 | 81,676 | 50.5% | $578.59万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $1,765.18万 | 1.96% | 447,787 | 5,938 | 1.3% | $23.41万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,900.38万 | 2.11% | 462,830 | 462,830 | — | $1,900.38万 | 新建仓 |
| IXUS | ISHARES TR | $1,932.69万 | 2.15% | 223,071 | 20,332 | 10.0% | $176.16万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $2,027.99万 | 2.25% | 523,488 | 12,438 | 2.4% | $48.18万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $2,106.80万 | 2.34% | 420,940 | 8,829 | 2.1% | $44.19万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $2,253.28万 | 2.50% | 681,984 | 73,337 | 12.0% | $242.31万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,272.00万 | 2.52% | 202,658 | 8,110 | 4.2% | $90.92万 | 加仓 |
| QUAL | ISHARES TR | $2,500.24万 | 2.78% | 130,350 | -38,846 | -23.0% | -$745.10万 | 减仓 |
| BOND | PIMCO ETF TR | $2,597.69万 | 2.89% | 281,501 | 12,491 | 4.6% | $115.27万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,203.28万 | 3.56% | 1,062,448 | 11,893 | 1.1% | $35.86万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $3,250.09万 | 3.61% | 897,320 | 74,874 | 9.1% | $271.19万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $3,687.47万 | 4.10% | 1,693,051 | 279,496 | 19.8% | $608.74万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $5,562.19万 | 6.18% | 1,729,914 | 1,729,914 | — | $5,562.19万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $5,733.75万 | 6.37% | 678,390 | 33,591 | 5.2% | $283.91万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $6,083.10万 | 6.76% | 1,540,805 | -543,821 | -26.1% | -$2,147.01万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $7,482.74万 | 8.31% | 597,997 | -77,308 | -11.4% | -$967.35万 | 减仓 |
| ITOT | ISHARES TR | $1.10亿 | 12.23% | 772,851 | 136,187 | 21.4% | $1,939.71万 | 加仓 |