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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,417 | -100.0% | -$24.58万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,360 | -100.0% | -$24.02万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -393 | -100.0% | -$23.78万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,303 | -100.0% | -$23.65万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,282 | -100.0% | -$23.34万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,374 | -100.0% | -$22.63万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,452 | -100.0% | -$22.06万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,225 | -100.0% | -$22.06万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$21.12万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -910 | -100.0% | -$20.91万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -922 | -100.0% | -$20.84万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.58万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,036 | -100.0% | -$20.04万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -10,125 | -100.0% | -$14.43万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.27万 | 清仓 |
| — | JAZZ INVESTMENTS I LTD | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.82万 | 清仓 |
| — | FIRSTENERGY CORP | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.42万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.38万 | 清仓 |
| — | GLOBAL PMTS INC | $9,853 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.10万 | 0.00% | 10,000 | 10,000 | — | $1.10万 | 新建仓 |
| — | SOUTHERN CO | $1.10万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STARWOOD PPTY TR INC | $1.32万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.43万 | 0.00% | 12,000 | 12,000 | — | $1.43万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.46万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $1.47万 | 0.00% | 10,000 | 10,000 | — | $1.47万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.56万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $1.61万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | PPL CAP FDG INC | $1.70万 | 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 |
| ON | ON SEMICONDUCTOR CORP | $1.91万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $20.00万 | 0.02% | 4,843 | 4,843 | — | $20.00万 | 新建仓 |
| IWC | ISHARES TR | $20.00万 | 0.02% | 1,000 | 1,000 | — | $20.00万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $20.11万 | 0.02% | 949 | 949 | — | $20.11万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $20.57万 | 0.02% | 4,527 | 4,527 | — | $20.57万 | 新建仓 |
| ADEA | ADEIA INC | $20.63万 | 0.02% | 6,265 | 6,265 | — | $20.63万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.82万 | 0.02% | 1,256 | 243 | 24.0% | $4.03万 | 加仓 |
| KO | COCA COLA CO | $20.82万 | 0.02% | 2,562 | 2,562 | — | $20.82万 | 新建仓 |
| YUM | YUM BRANDS INC | $20.91万 | 0.02% | 1,308 | 1,308 | — | $20.91万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.99万 | 0.02% | 412 | -36 | -8.0% | -$1.83万 | 减仓 |
| PLXS | PLEXUS CORP | $21.02万 | 0.02% | 699 | 699 | — | $21.02万 | 新建仓 |
| IWP | ISHARES TR | $21.20万 | 0.02% | 1,448 | 1,448 | — | $21.20万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.28万 | 0.02% | 1,194 | 1,153 | 2,812.2% | $20.55万 | 重新持有 |
| ABVX | ABIVAX SA | $21.29万 | 0.02% | 1,598 | 1,598 | — | $21.29万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $21.47万 | 0.02% | 4,679 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $21.76万 | 0.02% | 301 | 301 | — | $21.76万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $21.81万 | 0.02% | 4,550 | 4,550 | — | $21.81万 | 新建仓 |
| SGOL | ETFS GOLD TR | $21.87万 | 0.02% | 5,720 | 5,720 | — | $21.87万 | 新建仓 |
| AZZ | AZZ INC | $22.03万 | 0.02% | 1,421 | 1,421 | — | $22.03万 | 新建仓 |
| SUSC | ISHARES TR | $22.21万 | 0.02% | 9,594 | 9,594 | — | $22.21万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $22.29万 | 0.02% | 2,861 | 150 | 5.5% | $1.17万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.92万 | 0.02% | 552 | -1 | -0.2% | -$415 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $23.19万 | 0.02% | 3,162 | 3,162 | — | $23.19万 | 新建仓 |
| GLW | CORNING INC | $23.45万 | 0.02% | 918 | 918 | — | $23.45万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.61万 | 0.02% | 2,310 | 19 | 0.8% | $1,942 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $23.73万 | 0.02% | 4,209 | 4,209 | — | $23.73万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $23.82万 | 0.02% | 1,348 | 1,348 | — | $23.82万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $23.95万 | 0.02% | 2,253 | -3,834 | -63.0% | -$40.76万 | 减仓 |
| CROX | CROCS INC | $24.19万 | 0.02% | 2,005 | 2,005 | — | $24.19万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.45万 | 0.02% | 3,264 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $24.59万 | 0.02% | 846 | -148 | -14.9% | -$4.30万 | 减仓 |
| MUNI | PIMCO ETF TR | $24.91万 | 0.02% | 4,735 | 714 | 17.8% | $3.76万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $24.99万 | 0.02% | 3,118 | -294 | -8.6% | -$2.36万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $25.29万 | 0.02% | 2,522 | 2,522 | — | $25.29万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.62万 | 0.02% | 2,464 | 192 | 8.5% | $2.00万 | 加仓 |
| UNP | UNION PAC CORP | $25.76万 | 0.02% | 947 | 947 | — | $25.76万 | 新建仓 |
| PYLD | PIMCO ETF TR | $25.81万 | 0.02% | 9,732 | 144 | 1.5% | $3,819 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $25.90万 | 0.02% | 699 | 699 | — | $25.90万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $25.99万 | 0.02% | 5,251 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $26.08万 | 0.02% | 2,725 | 396 | 17.0% | $3.79万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $26.15万 | 0.02% | 5,357 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $26.20万 | 0.02% | 790 | 790 | — | $26.20万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $26.58万 | 0.02% | 2,136 | 2,136 | — | $26.58万 | 新建仓 |
| DGRO | ISHARES TR | $26.73万 | 0.02% | 3,527 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC | $26.81万 | 0.02% | 19,300 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $26.99万 | 0.02% | 2,459 | 252 | 11.4% | $2.77万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $27.12万 | 0.02% | 965 | 965 | — | $27.12万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.14万 | 0.02% | 1,212 | 12 | 1.0% | $2,687 | 加仓 |
| SPYV | SPDR SERIES TRUST | $27.19万 | 0.02% | 4,473 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $27.67万 | 0.03% | 163 | -20 | -10.9% | -$3.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.83万 | 0.03% | 555 | 20 | 3.7% | $1.00万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $28.46万 | 0.03% | 1,156 | 1,156 | — | $28.46万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $28.72万 | 0.03% | 5,351 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $28.86万 | 0.03% | 440 | 440 | — | $28.86万 | 新建仓 |
| EMXC | ISHARES INC | $28.92万 | 0.03% | 2,827 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $28.98万 | 0.03% | 4,244 | 823 | 24.1% | $5.62万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $29.07万 | 0.03% | 3,566 | 3,566 | — | $29.07万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.16万 | 0.03% | 979 | 979 | — | $29.16万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $29.57万 | 0.03% | 6,522 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $29.69万 | 0.03% | 2,386 | -26 | -1.1% | -$3,235 | 减仓 |
| SUSA | ISHARES TR | $30.16万 | 0.03% | 1,955 | -4 | -0.2% | -$617 | 减仓 |
| ROKU | ROKU INC | $30.49万 | 0.03% | 2,207 | -643 | -22.6% | -$8.88万 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $30.50万 | 0.03% | 9,775 | 74 | 0.8% | $2,309 | 加仓 |
| ADI | ANALOG DEVICES INC | $30.50万 | 0.03% | 768 | 768 | — | $30.50万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $30.60万 | 0.03% | 4,039 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $30.65万 | 0.03% | 3,378 | 901 | 36.4% | $8.18万 | 加仓 |
| USXF | ISHARES TR | $30.82万 | 0.03% | 4,437 | -681 | -13.3% | -$4.73万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $30.83万 | 0.03% | 3,250 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $31.27万 | 0.03% | 2,308 | 288 | 14.3% | $3.90万 | 加仓 |
| SNOW | SNOWFLAKE INC | $31.43万 | 0.03% | 1,235 | 1,235 | — | $31.43万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $32.02万 | 0.03% | 2,238 | 200 | 9.8% | $2.86万 | 加仓 |