Goldstone Financial Group, LLC
OAKBROOK TERRACE IL · SEC CIK 0002040021
$9.22亿2026Q1 申报市值
228持仓数
39.9%前十大占比 · 第一大 13.0%
21 / 10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
VOO 加仓+$2,386.01万
VT 新建仓+$826.22万
ISHARES TR 新建仓+$814.98万
SPGM 新建仓+$814.61万
IOO 新建仓+$810.91万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$678.48万
SPYG 减仓-$571.12万
SPYV 减仓-$415.83万
IWR 减仓-$344.69万
IXUS 减仓-$339.28万
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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14,581 | -100.0% | -$86.44万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -4,276 | -100.0% | -$67.43万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -4,866 | -100.0% | -$40.30万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,230 | -100.0% | -$30.86万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,480 | -100.0% | -$28.98万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -4,373 | -100.0% | -$28.65万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -926 | -100.0% | -$28.52万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -4,979 | -100.0% | -$26.18万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -3,429 | -100.0% | -$24.61万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -3,202 | -100.0% | -$23.53万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $3.30万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $5.25万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.31万 | 0.01% | 11,459 | 188 | 1.7% | $870 | 加仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $7.10万 | 0.01% | 24,163 | 0 | 0.0% | — | 不变 |
| — | SKYLINE BLDRS GROUP HLDG LTD | $9.42万 | 0.01% | 30,487 | 30,487 | — | $9.42万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $11.67万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $20.57万 | 0.02% | 4,376 | 4,376 | — | $20.57万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.60万 | 0.02% | 1,129 | -435 | -27.8% | -$7.94万 | 减仓 |
| — | DIGITAL BRANDS GROUP INC | $20.77万 | 0.02% | 115,370 | 70,581 | 157.6% | $12.70万 | 加仓 |
| GWW | WW GRAINGER INC | $20.95万 | 0.02% | 192 | 192 | — | $20.95万 | 新建仓 |
| KO | COCA COLA CO | $21.10万 | 0.02% | 2,774 | 2,774 | — | $21.10万 | 新建仓 |
| ADSK | AUTODESK INC | $21.19万 | 0.02% | 885 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.33万 | 0.02% | 1,290 | 1,290 | — | $21.33万 | 新建仓 |
| SUB | ISHARES TR | $21.34万 | 0.02% | 2,004 | 6 | 0.3% | $639 | 加仓 |
| LOW | LOWES COS INC | $21.52万 | 0.02% | 911 | 13 | 1.4% | $3,071 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.56万 | 0.02% | 1,474 | 232 | 18.7% | $3.39万 | 加仓 |
| USFR | WISDOMTREE TR | $21.83万 | 0.02% | 4,337 | -831 | -16.1% | -$4.18万 | 减仓 |
| TIP | ISHARES TR | $22.03万 | 0.02% | 1,996 | -3 | -0.2% | -$331 | 减仓 |
| FLOT | ISHARES TR | $22.32万 | 0.02% | 4,381 | 4,381 | — | $22.32万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.33万 | 0.03% | 771 | -42 | -5.2% | -$1.27万 | 减仓 |
| ALL | ALLSTATE CORP | $23.58万 | 0.03% | 1,137 | 4 | 0.4% | $829 | 加仓 |
| TTD | THE TRADE DESK INC | $24.21万 | 0.03% | 10,670 | 1,078 | 11.2% | $2.45万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $24.98万 | 0.03% | 9,998 | 9,998 | — | $24.98万 | 新建仓 |
| ASML | ASML HLDG NV | $25.11万 | 0.03% | 190 | -9 | -4.5% | -$1.19万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.22万 | 0.03% | 6,274 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $26.98万 | 0.03% | 6,189 | -535 | -8.0% | -$2.33万 | 减仓 |
| IWB | ISHARES TR | $27.28万 | 0.03% | 765 | 15 | 2.0% | $5,350 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $27.62万 | 0.03% | 4,582 | -1,111 | -19.5% | -$6.70万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $28.04万 | 0.03% | 10,991 | 763 | 7.5% | $1.95万 | 加仓 |
| TQQQ | PROSHARES TR | $28.20万 | 0.03% | 6,765 | -2,359 | -25.9% | -$9.83万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.44万 | 0.03% | 2,537 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.27万 | 0.03% | 1,198 | 34 | 2.9% | $8,308 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.53万 | 0.03% | 637 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $29.59万 | 0.03% | 14,252 | 14 | 0.1% | $291 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $29.87万 | 0.03% | 5,930 | 923 | 18.4% | $4.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.09万 | 0.03% | 1,479 | -66 | -4.3% | -$1.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $31.08万 | 0.03% | 1,471 | 4 | 0.3% | $845 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $31.90万 | 0.03% | 3,307 | -880 | -21.0% | -$8.49万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $32.35万 | 0.04% | 19,324 | 777 | 4.2% | $1.30万 | 加仓 |
| AMGN | AMGEN INC | $33.49万 | 0.04% | 952 | 63 | 7.1% | $2.22万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $33.56万 | 0.04% | 2,314 | -14 | -0.6% | -$2,030 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.09万 | 0.04% | 832 | 43 | 5.4% | $1.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.55万 | 0.04% | 1,746 | 1 | 0.1% | $215 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.79万 | 0.04% | 1,826 | -3,485 | -65.6% | -$72.12万 | 减仓 |
| — | HONEYWELL INTL INC | $38.25万 | 0.04% | 1,692 | 13 | 0.8% | $2,939 | 加仓 |
| MMM | 3M CO | $38.44万 | 0.04% | 2,647 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $38.79万 | 0.04% | 7,117 | -1,468 | -17.1% | -$8.00万 | 减仓 |
| IEI | ISHARES TR | $39.53万 | 0.04% | 3,333 | -391 | -10.5% | -$4.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $41.58万 | 0.05% | 3,129 | -226 | -6.7% | -$3.00万 | 减仓 |
| LLY | ELI LILLY & CO | $42.30万 | 0.05% | 460 | 90 | 24.3% | $8.28万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $42.45万 | 0.05% | 10,248 | -2,706 | -20.9% | -$11.21万 | 减仓 |
| EXC | EXELON CORP | $43.26万 | 0.05% | 8,825 | 80 | 0.9% | $3,922 | 加仓 |
| MDT | MEDTRONIC PLC | $43.63万 | 0.05% | 5,035 | -1,093 | -17.8% | -$9.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.15万 | 0.05% | 1,011 | 52 | 5.4% | $2.27万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $44.60万 | 0.05% | 2,249 | -339 | -13.1% | -$6.72万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $45.16万 | 0.05% | 9,072 | 9,072 | — | $45.16万 | 新建仓 |
| IEFA | ISHARES TR | $45.50万 | 0.05% | 5,026 | 681 | 15.7% | $6.17万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.11万 | 0.05% | 9,258 | -367 | -3.8% | -$1.83万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $46.93万 | 0.05% | 10,623 | -1,571 | -12.9% | -$6.94万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $48.89万 | 0.05% | 12,128 | 1,034 | 9.3% | $4.17万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $50.15万 | 0.05% | 5,133 | -1,156 | -18.4% | -$11.29万 | 减仓 |
| RTX | RTX CORPORATION | $50.25万 | 0.05% | 2,605 | -258 | -9.0% | -$4.98万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $50.30万 | 0.05% | 3,198 | 23 | 0.7% | $3,618 | 加仓 |
| V | VISA INC | $51.28万 | 0.06% | 1,697 | -76 | -4.3% | -$2.30万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.52万 | 0.06% | 1,979 | -366 | -15.6% | -$9.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.22万 | 0.06% | 2,742 | -674 | -19.7% | -$13.08万 | 减仓 |
| MRK | MERCK & CO INC | $53.60万 | 0.06% | 4,456 | 13 | 0.3% | $1,564 | 加仓 |
| MGV | VANGUARD WORLD FD | $55.32万 | 0.06% | 3,817 | -610 | -13.8% | -$8.84万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.62万 | 0.06% | 1,675 | 51 | 3.1% | $1.72万 | 加仓 |
| ANGL | VANECK ETF TRUST | $57.63万 | 0.06% | 20,066 | 7,236 | 56.4% | $20.78万 | 加仓 |
| GLD | SPDR GOLD TR | $59.08万 | 0.06% | 1,373 | 174 | 14.5% | $7.49万 | 加仓 |
| MO | ALTRIA GROUP INC | $59.74万 | 0.06% | 9,052 | -2,443 | -21.3% | -$16.12万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $62.03万 | 0.07% | 21,257 | -1,315 | -5.8% | -$3.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $63.96万 | 0.07% | 3,148 | 58 | 1.9% | $1.18万 | 加仓 |
| MET | METLIFE INC | $63.96万 | 0.07% | 9,044 | -2,194 | -19.5% | -$15.52万 | 减仓 |
| ETN | EATON CORP PLC | $64.11万 | 0.07% | 1,792 | -400 | -18.2% | -$14.31万 | 减仓 |
| EMR | EMERSON ELEC CO | $64.20万 | 0.07% | 4,900 | -1,144 | -18.9% | -$14.99万 | 减仓 |
| SLV | ISHARES SILVER TR | $64.39万 | 0.07% | 9,450 | 1,301 | 16.0% | $8.87万 | 加仓 |
| IWF | ISHARES TR | $64.69万 | 0.07% | 1,517 | -136 | -8.2% | -$5.80万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $64.86万 | 0.07% | 9,017 | -218 | -2.4% | -$1.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $65.90万 | 0.07% | 7,732 | -1,545 | -16.7% | -$13.17万 | 减仓 |
| SO | SOUTHERN CO | $67.23万 | 0.07% | 6,965 | -1,472 | -17.4% | -$14.21万 | 减仓 |
| SPGI | S&P GLOBAL INC | $68.25万 | 0.07% | 1,605 | -14 | -0.9% | -$5,953 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $68.75万 | 0.07% | 16,550 | -238 | -1.4% | -$9,887 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.45万 | 0.08% | 13,834 | -3,615 | -20.7% | -$18.15万 | 减仓 |
| NWG | NATWEST GROUP PLC | $69.69万 | 0.08% | 46,771 | -11,287 | -19.4% | -$16.82万 | 减仓 |
| DIS | DISNEY WALT CO | $70.03万 | 0.08% | 7,266 | -1,375 | -15.9% | -$13.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.49万 | 0.08% | 3,032 | -498 | -14.1% | -$12.07万 | 减仓 |