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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $22.06万 | 0.02% | 8,452 | -17 | -0.2% | -$444 | 减仓 |
| EFX | EQUIFAX INC | $22.06万 | 0.02% | 1,225 | 183 | 17.6% | $3.30万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $21.29万 | 0.02% | 2,207 | 2,207 | — | $21.29万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.26万 | 0.02% | 2,711 | 2,711 | — | $21.26万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.15万 | 0.02% | 3,421 | 3,421 | — | $21.15万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $21.12万 | 0.02% | 2,146 | 2,146 | — | $21.12万 | 新建仓 |
| FAST | FASTENAL CO | $21.02万 | 0.02% | 4,530 | -500 | -9.9% | -$2.32万 | 重新持有 |
| MUNI | PIMCO ETF TR | $20.99万 | 0.02% | 4,021 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $20.96万 | 0.02% | 1,013 | 1,013 | — | $20.96万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $20.91万 | 0.02% | 910 | 910 | — | $20.91万 | 新建仓 |
| — | HONEYWELL INTL INC | $20.84万 | 0.02% | 922 | 922 | — | $20.84万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.58万 | 0.02% | 1,302 | 1,302 | — | $20.58万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.53万 | 0.02% | 2,291 | 2,291 | — | $20.53万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $20.04万 | 0.02% | 5,036 | 5,036 | — | $20.04万 | 新建仓 |
| RKT | ROCKET COS INC | $14.43万 | 0.02% | 10,125 | 10,125 | — | $14.43万 | 新建仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $2.27万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | JAZZ INVESTMENTS I LTD | $1.82万 | 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 |
| — | PPL CAP FDG INC | $1.75万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.56万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1.45万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.42万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FIRSTENERGY CORP | $1.42万 | 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 |
| — | STARWOOD PPTY TR INC | $1.32万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $1.31万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO | $1.11万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL PMTS INC | $9,612 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| 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 |