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 |
|---|---|---|---|---|---|---|---|---|
| — | DBX ETF TR | $73.81万 | 0.08% | 20,820 | -1,003 | -4.6% | -$3.56万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $74.82万 | 0.08% | 21,184 | -2,375 | -10.1% | -$8.39万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $77.07万 | 0.08% | 1,974 | 7 | 0.4% | $2,733 | 加仓 |
| CASY | CASEYS GEN STORES INC | $80.14万 | 0.09% | 1,101 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $81.19万 | 0.09% | 4,785 | -3,086 | -39.2% | -$52.36万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $82.39万 | 0.09% | 48,152 | -1,007 | -2.0% | -$1.72万 | 减仓 |
| AGOX | STARBOARD INVT TR | $82.86万 | 0.09% | 31,128 | -3,773 | -10.8% | -$10.04万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $83.06万 | 0.09% | 20,525 | -1,190 | -5.5% | -$4.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $83.30万 | 0.09% | 8,467 | 1 | 0.0% | $98 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $83.54万 | 0.09% | 64,610 | -2,125 | -3.2% | -$2.75万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.92万 | 0.09% | 2,038 | 22 | 1.1% | $9,168 | 加仓 |
| AGGY | WISDOMTREE TR | $85.26万 | 0.09% | 19,622 | -262 | -1.3% | -$1.14万 | 减仓 |
| VLO | VALERO ENERGY CORP | $85.67万 | 0.09% | 3,467 | 17 | 0.5% | $4,201 | 加仓 |
| CALF | PACER FDS TR | $86.12万 | 0.09% | 19,193 | -2,194 | -10.3% | -$9.84万 | 减仓 |
| NVS | NOVARTIS AG | $89.18万 | 0.10% | 5,838 | -1,041 | -15.1% | -$15.90万 | 减仓 |
| C | CITIGROUP INC | $89.33万 | 0.10% | 7,877 | -1,884 | -19.3% | -$21.37万 | 减仓 |
| ORCL | ORACLE CORP | $93.19万 | 0.10% | 6,335 | 422 | 7.1% | $6.21万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $93.22万 | 0.10% | 3,338 | 198 | 6.3% | $5.53万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $94.62万 | 0.10% | 2,757 | -13 | -0.5% | -$4,462 | 减仓 |
| CSCO | CISCO SYS INC | $95.79万 | 0.10% | 12,346 | -2,044 | -14.2% | -$15.86万 | 减仓 |
| BA | BOEING CO | $95.83万 | 0.10% | 4,815 | -544 | -10.2% | -$10.83万 | 减仓 |
| WMT | WALMART INC | $97.27万 | 0.11% | 7,826 | 692 | 9.7% | $8.60万 | 加仓 |
| CCI | CROWN CASTLE INC | $97.72万 | 0.11% | 12,018 | -913 | -7.1% | -$7.42万 | 减仓 |
| SDIV | GLOBAL X FDS | $102.52万 | 0.11% | 40,588 | -2,017 | -4.7% | -$5.09万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $105.23万 | 0.11% | 8,409 | -986 | -10.5% | -$12.34万 | 减仓 |
| MS | MORGAN STANLEY | $105.42万 | 0.11% | 6,406 | -2,062 | -24.4% | -$33.93万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $106.37万 | 0.12% | 56,518 | 4,410 | 8.5% | $8.30万 | 加仓 |
| O | REALTY INCOME CORP | $107.55万 | 0.12% | 17,580 | -1,891 | -9.7% | -$11.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.97万 | 0.12% | 1,300 | -278 | -17.6% | -$23.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $114.28万 | 0.12% | 11,131 | 1,251 | 12.7% | $12.84万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.89万 | 0.13% | 21,442 | 21,442 | — | $115.89万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $119.31万 | 0.13% | 1,974 | -7 | -0.4% | -$4,231 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $120.01万 | 0.13% | 31,366 | -42,021 | -57.3% | -$160.77万 | 减仓 |
| CME | CME GROUP INC | $123.10万 | 0.13% | 4,168 | -98 | -2.3% | -$2.89万 | 减仓 |
| USMV | ISHARES TR | $123.57万 | 0.13% | 13,325 | -78 | -0.6% | -$7,234 | 减仓 |
| PEP | PEPSICO INC | $124.86万 | 0.14% | 8,041 | -936 | -10.4% | -$14.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $126.10万 | 0.14% | 8,730 | -1,686 | -16.2% | -$24.35万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $126.78万 | 0.14% | 26,930 | -2,185 | -7.5% | -$10.29万 | 减仓 |
| — | NEOS ETF TRUST | $128.42万 | 0.14% | 25,057 | -972 | -3.7% | -$4.98万 | 减仓 |
| VDE | VANGUARD WORLD FD | $128.81万 | 0.14% | 7,444 | -5,909 | -44.3% | -$102.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $129.40万 | 0.14% | 48,629 | 48,629 | — | $129.40万 | 新建仓 |
| HD | HOME DEPOT INC | $130.45万 | 0.14% | 3,966 | -467 | -10.5% | -$15.36万 | 减仓 |
| MCD | MCDONALDS CORP | $137.18万 | 0.15% | 4,414 | -209 | -4.5% | -$6.50万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $139.44万 | 0.15% | 22,246 | -734 | -3.2% | -$4.60万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $141.47万 | 0.15% | 39,070 | -1,885 | -4.6% | -$6.83万 | 减仓 |
| ARTY | ISHARES TR | $144.28万 | 0.16% | 31,008 | -1,532 | -4.7% | -$7.13万 | 减仓 |
| ILTB | ISHARES TR | $145.99万 | 0.16% | 29,807 | -5,241 | -15.0% | -$25.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.02万 | 0.16% | 1,465 | 72 | 5.2% | $7.18万 | 加仓 |
| T | AT&T INC | $147.90万 | 0.16% | 51,018 | 251 | 0.5% | $7,276 | 加仓 |
| IJR | ISHARES TR | $148.59万 | 0.16% | 11,953 | -11,197 | -48.4% | -$139.19万 | 减仓 |
| GOOG | ALPHABET INC | $151.78万 | 0.16% | 5,291 | -394 | -6.9% | -$11.30万 | 减仓 |
| NFLX | NETFLIX INC. | $154.05万 | 0.17% | 16,022 | 573 | 3.7% | $5.51万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $160.84万 | 0.17% | 37,809 | -1,656 | -4.2% | -$7.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $161.28万 | 0.17% | 4,719 | -173 | -3.5% | -$5.91万 | 减仓 |
| DTH | WISDOMTREE TR | $165.02万 | 0.18% | 30,508 | -28,107 | -48.0% | -$152.03万 | 减仓 |
| EMB | ISHARES TR | $176.79万 | 0.19% | 18,821 | -830 | -4.2% | -$7.80万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $178.18万 | 0.19% | 16,129 | -10,724 | -39.9% | -$118.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $178.65万 | 0.19% | 5,288 | -1,283 | -19.5% | -$43.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.75万 | 0.20% | 3,835 | -93 | -2.4% | -$4.46万 | 减仓 |
| ISTB | ISHARES TR | $183.94万 | 0.20% | 37,958 | -445 | -1.2% | -$2.16万 | 减仓 |
| — | NUSHARES ETF TR | $185.22万 | 0.20% | 51,492 | -1,935 | -3.6% | -$6.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $185.90万 | 0.20% | 38,133 | -4,790 | -11.2% | -$23.35万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $195.22万 | 0.21% | 32,471 | -1,425 | -4.2% | -$8.57万 | 减仓 |
| SMLF | ISHARES TR | $204.82万 | 0.22% | 27,133 | 27,133 | — | $204.82万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $208.55万 | 0.23% | 4,174 | -236 | -5.4% | -$11.79万 | 减仓 |
| ABBV | ABBVIE INC | $213.10万 | 0.23% | 9,798 | 748 | 8.3% | $16.27万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $219.42万 | 0.24% | 45,046 | -24,222 | -35.0% | -$117.99万 | 减仓 |
| META | META PLATFORMS INC | $240.69万 | 0.26% | 4,207 | -42 | -1.0% | -$2.40万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $247.56万 | 0.27% | 75,131 | -3,511 | -4.5% | -$11.57万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $254.16万 | 0.28% | 45,778 | -309 | -0.7% | -$1.72万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $255.95万 | 0.28% | 295,555 | 295,555 | — | $255.95万 | 新建仓 |
| IXUS | ISHARES TR | $256.12万 | 0.28% | 29,561 | -39,160 | -57.0% | -$339.28万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $256.73万 | 0.28% | 97,617 | 97,617 | — | $256.73万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $257.20万 | 0.28% | 112,072 | -5,471 | -4.7% | -$12.56万 | 减仓 |
| VGT | VANGUARD WORLD FD | $267.98万 | 0.29% | 3,841 | -218 | -5.4% | -$15.21万 | 减仓 |
| HDV | ISHARES TR | $268.89万 | 0.29% | 19,812 | -537 | -2.6% | -$7.29万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $271.89万 | 0.29% | 28,140 | -19,379 | -40.8% | -$187.24万 | 减仓 |
| QHY | WISDOMTREE TR | $272.96万 | 0.30% | 59,939 | -27,673 | -31.6% | -$126.02万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $282.66万 | 0.31% | 49,870 | -952 | -1.9% | -$5.40万 | 减仓 |
| CAT | CATERPILLAR INC | $286.44万 | 0.31% | 4,043 | -337 | -7.7% | -$23.88万 | 减仓 |
| TSLA | TESLA INC | $300.84万 | 0.33% | 8,093 | 110 | 1.4% | $4.09万 | 加仓 |
| USHY | ISHARES TR | $305.13万 | 0.33% | 82,826 | -2,517 | -2.9% | -$9.27万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $305.84万 | 0.33% | 122,165 | -808 | -0.7% | -$2.02万 | 减仓 |
| PFXF | VANECK ETF TRUST | $315.54万 | 0.34% | 179,898 | 179,898 | — | $315.54万 | 新建仓 |
| FLRT | PACER FDS TR | $321.88万 | 0.35% | 69,506 | 69,506 | — | $321.88万 | 新建仓 |
| HYGH | ISHARES U S ETF TR | $322.11万 | 0.35% | 37,625 | 37,625 | — | $322.11万 | 新建仓 |
| IWM | ISHARES TR | $348.52万 | 0.38% | 14,053 | -10,041 | -41.7% | -$249.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $412.57万 | 0.45% | 11,145 | -460 | -4.0% | -$17.03万 | 减仓 |
| AMZN | AMAZON COM INC | $417.42万 | 0.45% | 20,042 | -446 | -2.2% | -$9.29万 | 减仓 |
| DGRO | ISHARES TR | $422.33万 | 0.46% | 60,178 | -2,661 | -4.2% | -$18.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $424.60万 | 0.46% | 16,211 | 15,066 | 1,315.8% | $394.61万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $440.07万 | 0.48% | 64,451 | -6,001 | -8.5% | -$40.97万 | 减仓 |
| GOOGL | ALPHABET INC | $444.26万 | 0.48% | 15,449 | -471 | -3.0% | -$13.54万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $458.03万 | 0.50% | 47,732 | -32,911 | -40.8% | -$315.81万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $490.97万 | 0.53% | 124,360 | -45,040 | -26.6% | -$177.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $547.67万 | 0.59% | 8,421 | -426 | -4.8% | -$27.71万 | 减仓 |
| IWR | ISHARES TR | $571.23万 | 0.62% | 58,751 | -35,451 | -37.6% | -$344.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $578.49万 | 0.63% | 19,666 | -685 | -3.4% | -$20.15万 | 减仓 |
| AVGO | BROADCOM INC | $582.75万 | 0.63% | 18,828 | 12,939 | 219.7% | $400.48万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $631.01万 | 0.68% | 254,748 | -58,975 | -18.8% | -$146.08万 | 减仓 |