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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2.05亿 | 18.70% | 1,245,712 | 472,861 | 61.2% | $7,767.69万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $8,824.69万 | 8.06% | 621,939 | 23,942 | 4.0% | $339.71万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $7,231.59万 | 6.61% | 1,975,843 | 245,929 | 14.2% | $900.10万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $6,904.80万 | 6.31% | 700,355 | 21,965 | 3.2% | $216.55万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $5,578.10万 | 5.10% | 1,219,257 | -321,548 | -20.9% | -$1,471.08万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $3,964.56万 | 3.62% | 1,824,886 | 131,835 | 7.8% | $286.41万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,302.56万 | 3.02% | 1,078,914 | 16,466 | 1.5% | $50.40万 | 加仓 |
| BOND | PIMCO ETF TR | $2,922.07万 | 2.67% | 316,893 | 35,392 | 12.6% | $326.35万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $2,912.94万 | 2.66% | 638,243 | -43,741 | -6.4% | -$199.63万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $2,869.08万 | 2.62% | 665,525 | -231,795 | -25.8% | -$999.27万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $2,381.19万 | 2.18% | 472,740 | 9,910 | 2.1% | $49.92万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,287.02万 | 2.09% | 141,576 | -61,082 | -30.1% | -$986.72万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $2,218.79万 | 2.03% | 436,469 | 15,529 | 3.7% | $78.94万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $2,138.42万 | 1.95% | 546,282 | 22,794 | 4.4% | $89.23万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,003.53万 | 1.83% | 335,543 | 92,072 | 37.8% | $549.76万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $1,906.28万 | 1.74% | 471,735 | 23,948 | 5.3% | $96.77万 | 加仓 |
| IXUS | ISHARES TR | $1,603.88万 | 1.47% | 168,051 | -55,020 | -24.7% | -$525.11万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $1,478.11万 | 1.35% | 526,954 | 526,954 | — | $1,478.11万 | 新建仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,388.17万 | 1.27% | 230,728 | 67 | 0.0% | $4,031 | 加仓 |
| XSOE | WISDOMTREE TR | $1,113.08万 | 1.02% | 226,328 | -4,012 | -1.7% | -$19.73万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,003.45万 | 0.92% | 207,195 | -2,437 | -1.2% | -$11.80万 | 减仓 |
| PULS | PGIM ETF TR | $956.60万 | 0.87% | 193,058 | 8,779 | 4.8% | $43.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $852.62万 | 0.78% | 42,612 | 10,032 | 30.8% | $200.73万 | 加仓 |
| AAPL | APPLE INC | $790.90万 | 0.72% | 27,333 | 4,660 | 20.6% | $134.84万 | 加仓 |
| IJH | ISHARES TR | $730.25万 | 0.67% | 94,702 | -2,425 | -2.5% | -$18.70万 | 减仓 |
| QQQ | INVESCO QQQ TR | $656.50万 | 0.60% | 8,915 | 528 | 6.3% | $38.88万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $587.11万 | 0.54% | 112,173 | 8,393 | 8.1% | $43.93万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $579.20万 | 0.53% | 57,827 | -12,416 | -17.7% | -$124.36万 | 减仓 |
| GOOG | ALPHABET INC | $496.08万 | 0.45% | 14,040 | 5,234 | 59.4% | $184.93万 | 加仓 |
| AMZN | AMAZON COM INC | $485.69万 | 0.44% | 20,378 | 8,104 | 66.0% | $193.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $451.60万 | 0.41% | 12,107 | 1,341 | 12.5% | $50.02万 | 加仓 |
| SCZ | ISHARES TR | $446.41万 | 0.41% | 54,262 | -2,121 | -3.8% | -$17.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $437.08万 | 0.40% | 22,942 | 5,248 | 29.7% | $99.98万 | 加仓 |
| GOOGL | ALPHABET INC | $409.56万 | 0.37% | 11,460 | 3,764 | 48.9% | $134.52万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $389.73万 | 0.36% | 80,890 | 647 | 0.8% | $3.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $384.87万 | 0.35% | 5,154 | 1,322 | 34.5% | $98.72万 | 加仓 |
| TILT | FLEXSHARES TR | $379.55万 | 0.35% | 13,748 | -89 | -0.6% | -$2.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $374.83万 | 0.34% | 10,130 | 3,964 | 64.3% | $146.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.34% | 5 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $371.04万 | 0.34% | 38,426 | 640 | 1.7% | $6.18万 | 加仓 |
| DBEF | DBX ETF TR | $362.72万 | 0.33% | 66,395 | -1,542 | -2.3% | -$8.42万 | 减仓 |
| — | PGIM ETF TR | $352.25万 | 0.32% | 69,871 | 6,508 | 10.3% | $32.81万 | 加仓 |
| IVV | ISHARES TR | $277.61万 | 0.25% | 3,707 | 40 | 1.1% | $3.00万 | 加仓 |
| — | ISHARES TR | $272.82万 | 0.25% | 36,131 | -832 | -2.3% | -$6.28万 | 减仓 |
| MTUM | ISHARES TR | $268.06万 | 0.24% | 7,819 | -160 | -2.0% | -$5.49万 | 减仓 |
| VO | VANGUARD INDEX FDS | $267.48万 | 0.24% | 33,199 | 16,223 | 95.6% | $130.71万 | 加仓 |
| AVGO | BROADCOM INC | $254.41万 | 0.23% | 6,735 | 594 | 9.7% | $22.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $250.93万 | 0.23% | 29,130 | 1,668 | 6.1% | $14.37万 | 加仓 |
| QUAL | ISHARES TR | $248.89万 | 0.23% | 11,343 | -119,007 | -91.3% | -$2,611.32万 | 减仓 |
| EMGF | ISHARES INC | $226.53万 | 0.21% | 30,922 | 3,267 | 11.8% | $23.93万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $226.35万 | 0.21% | 7,471 | 274 | 3.8% | $8.30万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $211.08万 | 0.19% | 7,643 | -1,664 | -17.9% | -$45.95万 | 减仓 |
| IJR | ISHARES TR | $206.40万 | 0.19% | 13,917 | -147 | -1.0% | -$2.18万 | 减仓 |
| META | META PLATFORMS INC | $201.65万 | 0.18% | 3,580 | 928 | 35.0% | $52.27万 | 加仓 |
| QUS | SPDR SERIES TRUST | $199.21万 | 0.18% | 10,661 | -73 | -0.7% | -$1.36万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $197.13万 | 0.18% | 28,986 | -4,801 | -14.2% | -$32.65万 | 减仓 |
| COWZ | PACER FDS TR | $193.36万 | 0.18% | 31,087 | -152 | -0.5% | -$9,454 | 减仓 |
| DEUS | DBX ETF TR | $161.82万 | 0.15% | 24,781 | -624 | -2.5% | -$4.07万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $161.54万 | 0.15% | 32,058 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $161.39万 | 0.15% | 25,022 | -410 | -1.6% | -$2.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $159.79万 | 0.15% | 3,346 | 720 | 27.4% | $34.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $159.41万 | 0.15% | 1,381 | 1,381 | — | $159.41万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $159.36万 | 0.15% | 10,907 | 26 | 0.2% | $3,799 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $153.00万 | 0.14% | 20,055 | 88 | 0.4% | $6,714 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $152.97万 | 0.14% | 2,395 | 353 | 17.3% | $22.55万 | 加仓 |
| IEMG | ISHARES INC | $150.38万 | 0.14% | 18,153 | -1,794 | -9.0% | -$14.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $147.89万 | 0.14% | 4,518 | 295 | 7.0% | $9.66万 | 加仓 |
| TSLA | TESLA INC | $146.07万 | 0.13% | 3,473 | 1,571 | 82.6% | $66.08万 | 加仓 |
| IEFA | ISHARES TR | $141.02万 | 0.13% | 14,601 | 353 | 2.5% | $3.41万 | 加仓 |
| EMEQ | NOMURA ETF TR | $138.53万 | 0.13% | 19,013 | -254,881 | -93.1% | -$1,857.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.14万 | 0.13% | 1,466 | 892 | 155.4% | $83.44万 | 加仓 |
| IWF | ISHARES TR | $130.99万 | 0.12% | 10,549 | -99 | -0.9% | -$1.23万 | 减仓 |
| V | VISA INC | $125.97万 | 0.12% | 3,672 | 1,873 | 104.1% | $64.25万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $125.06万 | 0.11% | 10,068 | -558 | -5.3% | -$6.93万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $124.68万 | 0.11% | 36,844 | 9,055 | 32.6% | $30.64万 | 加仓 |
| USMV | ISHARES TR | $113.91万 | 0.10% | 11,809 | -5 | -0.0% | -$482 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $113.31万 | 0.10% | 40,643 | -124 | -0.3% | -$3,457 | 减仓 |
| ILCG | ISHARES TR | $112.01万 | 0.10% | 9,572 | 347 | 3.8% | $4.06万 | 加仓 |
| VHT | VANGUARD WORLD FD | $107.58万 | 0.10% | 3,598 | -93 | -2.5% | -$2.78万 | 减仓 |
| CAT | CATERPILLAR INC | $106.60万 | 0.10% | 1,001 | 688 | 219.8% | $73.27万 | 加仓 |
| IWR | ISHARES TR | $100.52万 | 0.09% | 9,112 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $100.23万 | 0.09% | 3,947 | 351 | 9.8% | $8.91万 | 加仓 |
| ABBV | ABBVIE INC | $99.42万 | 0.09% | 3,951 | 251 | 6.8% | $6.32万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $98.04万 | 0.09% | 10,799 | -42 | -0.4% | -$3,813 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $97.75万 | 0.09% | 10,959 | 6,834 | 165.7% | $60.96万 | 加仓 |
| GEV | GE VERNOVA INC | $95.99万 | 0.09% | 817 | 299 | 57.7% | $35.13万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $91.88万 | 0.08% | 1,204 | 6 | 0.5% | $4,579 | 加仓 |
| VV | VANGUARD INDEX FDS | $90.38万 | 0.08% | 2,628 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $89.72万 | 0.08% | 8,706 | 1,496 | 20.7% | $15.42万 | 加仓 |
| HD | HOME DEPOT INC | $87.68万 | 0.08% | 2,486 | 1,448 | 139.5% | $51.07万 | 加仓 |
| KLAC | KLA CORP | $84.78万 | 0.08% | 2,810 | 210 | 8.1% | $6.34万 | 加仓 |
| MGEE | MGE ENERGY INC | $83.71万 | 0.08% | 10,266 | -103 | -1.0% | -$8,399 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $82.15万 | 0.08% | 13,763 | -98 | -0.7% | -$5,850 | 减仓 |
| IWM | ISHARES TR | $81.96万 | 0.07% | 2,728 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $78.85万 | 0.07% | 4,615 | 4,615 | — | $78.85万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $78.67万 | 0.07% | 9,202 | 91 | 1.0% | $7,780 | 加仓 |
| SNPE | DBX ETF TR | $78.64万 | 0.07% | 11,420 | 275 | 2.5% | $1.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.40万 | 0.07% | 26,640 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $78.35万 | 0.07% | 1,622 | -402 | -19.9% | -$19.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.55万 | 0.07% | 1,335 | 1,335 | — | $77.55万 | 新建仓 |