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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $51.25万 | 0.06% | 2,612 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $49.12万 | 0.05% | 11,394 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.38万 | 0.05% | 526 | 20 | 4.0% | $1.84万 | 加仓 |
| WMT | WALMART INC | $47.62万 | 0.05% | 3,832 | 385 | 11.2% | $4.78万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $47.53万 | 0.05% | 18,072 | 1,214 | 7.2% | $3.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.77万 | 0.05% | 1,198 | -37 | -3.0% | -$1.44万 | 减仓 |
| ORCL | ORACLE CORP | $46.50万 | 0.05% | 3,161 | -58 | -1.8% | -$8,532 | 减仓 |
| NFLX | NETFLIX INC. | $46.14万 | 0.05% | 4,799 | 163 | 3.5% | $1.57万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.06万 | 0.05% | 2,786 | 200 | 7.7% | $3.31万 | 加仓 |
| PEP | PEPSICO INC | $45.59万 | 0.05% | 2,936 | 336 | 12.9% | $5.22万 | 加仓 |
| IJJ | ISHARES TR | $45.31万 | 0.05% | 3,420 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $45.24万 | 0.05% | 824 | 1 | 0.1% | $549 | 加仓 |
| GEV | GE VERNOVA INC | $45.22万 | 0.05% | 518 | 12 | 2.4% | $1.05万 | 加仓 |
| MRK | MERCK & CO INC | $44.22万 | 0.05% | 3,676 | -50 | -1.3% | -$6,014 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.74万 | 0.05% | 8,819 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $42.48万 | 0.05% | 2,202 | 80 | 3.8% | $1.54万 | 加仓 |
| VLUE | ISHARES TR | $42.06万 | 0.05% | 2,958 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $41.71万 | 0.05% | 482 | 46 | 10.6% | $3.98万 | 加仓 |
| EFAV | ISHARES TR | $40.94万 | 0.05% | 4,481 | -53 | -1.2% | -$4,842 | 减仓 |
| APP | APPLOVIN CORP | $40.83万 | 0.05% | 1,026 | -283 | -21.6% | -$11.26万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.38万 | 0.04% | 13,043 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $39.09万 | 0.04% | 1,466 | 191 | 15.0% | $5.09万 | 加仓 |
| KLAC | KLA CORP | $38.28万 | 0.04% | 260 | 16 | 6.6% | $2.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.07万 | 0.04% | 762 | 45 | 6.3% | $2.25万 | 加仓 |
| TLN | TALEN ENERGY CORP | $37.64万 | 0.04% | 1,179 | -288 | -19.6% | -$9.19万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.56万 | 0.04% | 7,116 | 0 | 0.0% | — | 不变 |
| UITB | VICTORY PORTFOLIOS II | $37.19万 | 0.04% | 7,910 | -42 | -0.5% | -$1,975 | 减仓 |
| SDY | SPDR SERIES TRUST | $36.98万 | 0.04% | 2,534 | 674 | 36.2% | $9.84万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $36.31万 | 0.04% | 8,887 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $35.58万 | 0.04% | 2,553 | 173 | 7.3% | $2.41万 | 加仓 |
| ETN | EATON CORP PLC | $35.45万 | 0.04% | 991 | 163 | 19.7% | $5.83万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $35.38万 | 0.04% | 5,351 | -23 | -0.4% | -$1,521 | 减仓 |
| ABND | AMERICAN CENTY ETF TR | $35.22万 | 0.04% | 8,053 | 88 | 1.1% | $3,849 | 加仓 |
| QXO | QXO INC | $35.12万 | 0.04% | 18,082 | 4,558 | 33.7% | $8.85万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $35.00万 | 0.04% | 4,125 | -149,201 | -97.3% | -$1,265.82万 | 减仓 |
| APH | AMPHENOL CORP | $34.89万 | 0.04% | 2,761 | 139 | 5.3% | $1.76万 | 加仓 |
| DSI | ISHARES TR | $34.79万 | 0.04% | 2,871 | -92 | -3.1% | -$1.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.72万 | 0.04% | 581 | 253 | 77.1% | $15.12万 | 加仓 |
| HD | HOME DEPOT INC | $34.14万 | 0.04% | 1,038 | -23 | -2.2% | -$7,564 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.25万 | 0.04% | 4,869 | -9 | -0.2% | -$615 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $33.16万 | 0.04% | 5,310 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $32.09万 | 0.04% | 9,701 | 451 | 4.9% | $1.49万 | 加仓 |
| NTRA | NATERA INC | $31.92万 | 0.04% | 1,596 | 241 | 17.8% | $4.82万 | 加仓 |
| C | CITIGROUP INC | $31.90万 | 0.04% | 2,813 | 178 | 6.8% | $2.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.75万 | 0.04% | 1,310 | 1 | 0.1% | $242 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.70万 | 0.04% | 1,599 | 340 | 27.0% | $6.74万 | 加仓 |
| MELI | MERCADOLIBRE INC | $31.64万 | 0.04% | 183 | 33 | 22.0% | $5.71万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.70万 | 0.03% | 12,230 | 1,266 | 11.5% | $3.18万 | 加仓 |
| ASML | ASML HLDG NV | $30.38万 | 0.03% | 230 | -57 | -19.9% | -$7.53万 | 减仓 |
| SHOP | SHOPIFY INC | $30.25万 | 0.03% | 2,550 | 240 | 10.4% | $2.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $29.99万 | 0.03% | 2,272 | 2,272 | — | $29.99万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $29.99万 | 0.03% | 920 | 27 | 3.0% | $8,800 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $29.93万 | 0.03% | 6,522 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.91万 | 0.03% | 1,266 | 61 | 5.1% | $1.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.50万 | 0.03% | 423 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.41万 | 0.03% | 3,051 | -9 | -0.3% | -$867 | 减仓 |
| MDYG | SPDR SERIES TRUST | $29.36万 | 0.03% | 3,060 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $29.03万 | 0.03% | 2,217 | 155 | 7.5% | $2.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $28.74万 | 0.03% | 5,895 | 7 | 0.1% | $341 | 加仓 |
| USXF | ISHARES TR | $28.25万 | 0.03% | 5,118 | -63 | -1.2% | -$3,478 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $28.16万 | 0.03% | 4,039 | -421 | -9.4% | -$2.93万 | 减仓 |
| IUSG | ISHARES TR | $28.06万 | 0.03% | 1,809 | -113 | -5.9% | -$1.75万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $27.67万 | 0.03% | 3,250 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $27.64万 | 0.03% | 3,472 | 431 | 14.2% | $3.43万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $27.34万 | 0.03% | 2,038 | 2,038 | — | $27.34万 | 新建仓 |
| CSCO | CISCO SYS INC | $27.09万 | 0.03% | 3,492 | 3,492 | — | $27.09万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $27.08万 | 0.03% | 448 | 4 | 0.9% | $2,418 | 加仓 |
| ROKU | ROKU INC | $26.97万 | 0.03% | 2,850 | 420 | 17.3% | $3.97万 | 加仓 |
| EFG | ISHARES TR | $26.86万 | 0.03% | 2,412 | 40 | 1.7% | $4,455 | 加仓 |
| TJX | TJX COS INC NEW | $26.86万 | 0.03% | 1,682 | -381 | -18.5% | -$6.08万 | 减仓 |
| PLD | PROLOGIS INC. | $26.70万 | 0.03% | 2,020 | 109 | 5.7% | $1.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.30万 | 0.03% | 535 | 68 | 14.6% | $3.34万 | 加仓 |
| MS | MORGAN STANLEY | $25.89万 | 0.03% | 1,573 | 139 | 9.7% | $2.29万 | 加仓 |
| SUSA | ISHARES TR | $25.88万 | 0.03% | 1,959 | 49 | 2.6% | $6,472 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.43万 | 0.03% | 2,477 | 416 | 20.2% | $4.27万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $25.31万 | 0.03% | 4,473 | 25 | 0.6% | $1,414 | 加仓 |
| PYLD | PIMCO ETF TR | $25.12万 | 0.03% | 9,588 | 54 | 0.6% | $1,415 | 加仓 |
| DGRO | ISHARES TR | $24.75万 | 0.03% | 3,527 | 13 | 0.4% | $912 | 加仓 |
| IWY | ISHARES TR | $24.73万 | 0.03% | 994 | -19 | -1.9% | -$4,728 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $24.62万 | 0.03% | 5,357 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $24.58万 | 0.03% | 1,417 | 152 | 12.0% | $2.64万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.38万 | 0.03% | 1,200 | -4 | -0.3% | -$813 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $24.22万 | 0.03% | 5,251 | 887 | 20.3% | $4.09万 | 加仓 |
| ICVT | ISHARES TR | $24.02万 | 0.03% | 2,360 | 120 | 5.4% | $1.22万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $24.00万 | 0.03% | 553 | 1 | 0.2% | $434 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $23.93万 | 0.03% | 3,412 | -66 | -1.9% | -$4,629 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.87万 | 0.03% | 3,264 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.78万 | 0.03% | 393 | -30 | -7.1% | -$1.82万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $23.65万 | 0.03% | 3,303 | 91 | 2.8% | $6,517 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.34万 | 0.03% | 3,282 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.21万 | 0.03% | 818 | 1 | 0.1% | $284 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $22.72万 | 0.03% | 8,644 | 8,644 | — | $22.72万 | 新建仓 |
| SE | SEA LTD | $22.66万 | 0.03% | 2,736 | 670 | 32.4% | $5.55万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.63万 | 0.03% | 3,374 | 9 | 0.3% | $604 | 加仓 |
| MTW | MANITOWOC CO INC | $22.48万 | 0.02% | 19,300 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.48万 | 0.02% | 2,329 | 2,329 | — | $22.48万 | 新建仓 |
| BA | BOEING CO | $22.25万 | 0.02% | 1,118 | 145 | 14.9% | $2.89万 | 加仓 |
| EMXC | ISHARES INC | $22.24万 | 0.02% | 2,827 | -47 | -1.6% | -$3,697 | 减仓 |
| ALAB | ASTERA LABS INC | $22.18万 | 0.02% | 2,024 | 413 | 25.6% | $4.53万 | 加仓 |
| CAT | CATERPILLAR INC | $22.17万 | 0.02% | 313 | -112 | -26.4% | -$7.93万 | 减仓 |