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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -47,001 | -100.0% | -$1,611.99万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -9,200 | -100.0% | -$93.44万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -534 | -100.0% | -$27.91万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,536 | -100.0% | -$27.71万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,865 | -100.0% | -$26.19万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -678 | -100.0% | -$23.95万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -403 | -100.0% | -$23.40万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -634 | -100.0% | -$22.64万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -655 | -100.0% | -$22.05万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -321 | -100.0% | -$21.23万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.71万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -17,000 | -100.0% | -$1.70万 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.65万 | 清仓 |
| — | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.24万 | 清仓 |
| — | GLOBAL PMTS INC | $9,612 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO | $1.11万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $1.31万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | STARWOOD PPTY TR INC | $1.32万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WTR CAP CORP | $1.38万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FIRSTENERGY CORP | $1.42万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.42万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1.45万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.56万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | PPL CAP FDG INC | $1.75万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE MORTGAGE TRUST IN | $1.78万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | JAZZ INVESTMENTS I LTD | $1.82万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | VENTAS RLTY LTD PARTNERSHIP | $2.27万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $14.43万 | 0.02% | 10,125 | 10,125 | — | $14.43万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $20.04万 | 0.02% | 5,036 | 5,036 | — | $20.04万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.53万 | 0.02% | 2,291 | 2,291 | — | $20.53万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.58万 | 0.02% | 1,302 | 1,302 | — | $20.58万 | 新建仓 |
| — | HONEYWELL INTL INC | $20.84万 | 0.02% | 922 | 922 | — | $20.84万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $20.91万 | 0.02% | 910 | 910 | — | $20.91万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.96万 | 0.02% | 1,013 | 1,013 | — | $20.96万 | 新建仓 |
| MUNI | PIMCO ETF TR | $20.99万 | 0.02% | 4,021 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $21.02万 | 0.02% | 4,530 | -500 | -9.9% | -$2.32万 | 重新持有 |
| BJ | BJS WHSL CLUB HLDGS INC | $21.12万 | 0.02% | 2,146 | 2,146 | — | $21.12万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.15万 | 0.02% | 3,421 | 3,421 | — | $21.15万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.26万 | 0.02% | 2,711 | 2,711 | — | $21.26万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.29万 | 0.02% | 2,207 | 2,207 | — | $21.29万 | 新建仓 |
| EFX | EQUIFAX INC | $22.06万 | 0.02% | 1,225 | 183 | 17.6% | $3.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.06万 | 0.02% | 8,452 | -17 | -0.2% | -$444 | 减仓 |
| CAT | CATERPILLAR INC | $22.17万 | 0.02% | 313 | -112 | -26.4% | -$7.93万 | 减仓 |
| ALAB | ASTERA LABS INC | $22.18万 | 0.02% | 2,024 | 413 | 25.6% | $4.53万 | 加仓 |
| EMXC | ISHARES INC | $22.24万 | 0.02% | 2,827 | -47 | -1.6% | -$3,697 | 减仓 |
| BA | BOEING CO | $22.25万 | 0.02% | 1,118 | 145 | 14.9% | $2.89万 | 加仓 |
| SO | SOUTHERN CO | $22.48万 | 0.02% | 2,329 | 2,329 | — | $22.48万 | 新建仓 |
| MTW | MANITOWOC CO INC | $22.48万 | 0.02% | 19,300 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.63万 | 0.03% | 3,374 | 9 | 0.3% | $604 | 加仓 |
| SE | SEA LTD | $22.66万 | 0.03% | 2,736 | 670 | 32.4% | $5.55万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $22.72万 | 0.03% | 8,644 | 8,644 | — | $22.72万 | 新建仓 |
| GE | GE AEROSPACE | $23.21万 | 0.03% | 818 | 1 | 0.1% | $284 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.34万 | 0.03% | 3,282 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $23.65万 | 0.03% | 3,303 | 91 | 2.8% | $6,517 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.78万 | 0.03% | 393 | -30 | -7.1% | -$1.82万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.87万 | 0.03% | 3,264 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $23.93万 | 0.03% | 3,412 | -66 | -1.9% | -$4,629 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $24.00万 | 0.03% | 553 | 1 | 0.2% | $434 | 加仓 |
| ICVT | ISHARES TR | $24.02万 | 0.03% | 2,360 | 120 | 5.4% | $1.22万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $24.22万 | 0.03% | 5,251 | 887 | 20.3% | $4.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.38万 | 0.03% | 1,200 | -4 | -0.3% | -$813 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.58万 | 0.03% | 1,417 | 152 | 12.0% | $2.64万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $24.62万 | 0.03% | 5,357 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $24.73万 | 0.03% | 994 | -19 | -1.9% | -$4,728 | 减仓 |
| DGRO | ISHARES TR | $24.75万 | 0.03% | 3,527 | 13 | 0.4% | $912 | 加仓 |
| PYLD | PIMCO ETF TR | $25.12万 | 0.03% | 9,588 | 54 | 0.6% | $1,415 | 加仓 |
| SPYV | SPDR SERIES TRUST | $25.31万 | 0.03% | 4,473 | 25 | 0.6% | $1,414 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.43万 | 0.03% | 2,477 | 416 | 20.2% | $4.27万 | 加仓 |
| SUSA | ISHARES TR | $25.88万 | 0.03% | 1,959 | 49 | 2.6% | $6,472 | 加仓 |
| MS | MORGAN STANLEY | $25.89万 | 0.03% | 1,573 | 139 | 9.7% | $2.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.30万 | 0.03% | 535 | 68 | 14.6% | $3.34万 | 加仓 |
| PLD | PROLOGIS INC. | $26.70万 | 0.03% | 2,020 | 109 | 5.7% | $1.44万 | 加仓 |
| TJX | TJX COS INC NEW | $26.86万 | 0.03% | 1,682 | -381 | -18.5% | -$6.08万 | 减仓 |
| EFG | ISHARES TR | $26.86万 | 0.03% | 2,412 | 40 | 1.7% | $4,455 | 加仓 |
| ROKU | ROKU INC | $26.97万 | 0.03% | 2,850 | 420 | 17.3% | $3.97万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.08万 | 0.03% | 448 | 4 | 0.9% | $2,418 | 加仓 |
| CSCO | CISCO SYS INC | $27.09万 | 0.03% | 3,492 | 3,492 | — | $27.09万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $27.34万 | 0.03% | 2,038 | 2,038 | — | $27.34万 | 新建仓 |
| WFC | WELLS FARGO & CO | $27.64万 | 0.03% | 3,472 | 431 | 14.2% | $3.43万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $27.67万 | 0.03% | 3,250 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.06万 | 0.03% | 1,809 | -113 | -5.9% | -$1.75万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $28.16万 | 0.03% | 4,039 | -421 | -9.4% | -$2.93万 | 减仓 |
| USXF | ISHARES TR | $28.25万 | 0.03% | 5,118 | -63 | -1.2% | -$3,478 | 减仓 |
| BAC | BANK AMERICA CORP | $28.74万 | 0.03% | 5,895 | 7 | 0.1% | $341 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $29.03万 | 0.03% | 2,217 | 155 | 7.5% | $2.03万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $29.36万 | 0.03% | 3,060 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.41万 | 0.03% | 3,051 | -9 | -0.3% | -$867 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.50万 | 0.03% | 423 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.91万 | 0.03% | 1,266 | 61 | 5.1% | $1.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $29.93万 | 0.03% | 6,522 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $29.99万 | 0.03% | 920 | 27 | 3.0% | $8,800 | 加仓 |
| COP | CONOCOPHILLIPS | $29.99万 | 0.03% | 2,272 | 2,272 | — | $29.99万 | 新建仓 |
| SHOP | SHOPIFY INC | $30.25万 | 0.03% | 2,550 | 240 | 10.4% | $2.85万 | 加仓 |
| ASML | ASML HLDG NV | $30.38万 | 0.03% | 230 | -57 | -19.9% | -$7.53万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.70万 | 0.03% | 12,230 | 1,266 | 11.5% | $3.18万 | 加仓 |
| MELI | MERCADOLIBRE INC | $31.64万 | 0.04% | 183 | 33 | 22.0% | $5.71万 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.70万 | 0.04% | 1,599 | 340 | 27.0% | $6.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.75万 | 0.04% | 1,310 | 1 | 0.1% | $242 | 加仓 |