Goldstone Financial Group, LLC
OAKBROOK TERRACE IL · SEC CIK 0002040021
$10.94亿2026Q2 申报市值
243持仓数
39.3%前十大占比 · 第一大 14.4%
22 / 9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
VOO 加仓+$1,987.97万
VT 加仓+$1,102.23万
FPAG 加仓+$1,086.89万
ISHARES TR 加仓+$1,072.58万
SPGM 加仓+$1,051.13万
2026Q2 卖出最多 按季末市值估算
BUFR 减仓-$982.21万
FTEC 减仓-$445.40万
NOBL 减仓-$383.14万
VIGI 减仓-$328.71万
FNDA 减仓-$316.47万
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 |
|---|---|---|---|---|---|---|---|---|
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $73.32万 | 0.07% | 18,671 | -2,513 | -11.9% | -$9.87万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $74.76万 | 0.07% | 10,992 | -773 | -6.6% | -$5.26万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $75.70万 | 0.07% | 3,048 | -290 | -8.7% | -$7.20万 | 减仓 |
| NWG | NATWEST GROUP PLC | $75.83万 | 0.07% | 43,014 | -3,757 | -8.0% | -$6.62万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $75.98万 | 0.07% | 13,128 | 13,128 | — | $75.98万 | 新建仓 |
| — | DBX ETF TR | $76.21万 | 0.07% | 19,546 | -1,274 | -6.1% | -$4.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.33万 | 0.07% | 1,314 | -165 | -11.2% | -$9.58万 | 减仓 |
| DIS | DISNEY WALT CO | $78.12万 | 0.07% | 8,116 | 850 | 11.7% | $8.18万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $78.78万 | 0.07% | 47,175 | -977 | -2.0% | -$1.63万 | 减仓 |
| SPGI | S&P GLOBAL INC | $78.87万 | 0.07% | 1,937 | 332 | 20.7% | $13.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $80.17万 | 0.07% | 11,111 | 2,094 | 23.2% | $15.11万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $80.88万 | 0.07% | 19,256 | -1,269 | -6.2% | -$5.33万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $81.31万 | 0.07% | 16,143 | 16,143 | — | $81.31万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $82.94万 | 0.08% | 62,742 | -1,868 | -2.9% | -$2.47万 | 减仓 |
| NVS | NOVARTIS AG | $85.10万 | 0.08% | 5,430 | -408 | -7.0% | -$6.39万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $85.80万 | 0.08% | 3,831 | 683 | 21.7% | $15.30万 | 加仓 |
| AGGY | WISDOMTREE TR | $86.53万 | 0.08% | 19,900 | 278 | 1.4% | $1.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.76万 | 0.08% | 3,085 | 53 | 1.7% | $1.49万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $87.51万 | 0.08% | 1,101 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $89.06万 | 0.08% | 7,863 | 37 | 0.5% | $4,191 | 加仓 |
| ORCL | ORACLE CORP | $89.94万 | 0.08% | 6,137 | -198 | -3.1% | -$2.90万 | 减仓 |
| VLO | VALERO ENERGY CORP | $90.15万 | 0.08% | 3,462 | -5 | -0.1% | -$1,302 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $90.62万 | 0.08% | 8,430 | -37 | -0.4% | -$3,977 | 减仓 |
| CME | CME GROUP INC | $92.34万 | 0.08% | 4,182 | 14 | 0.3% | $3,091 | 加仓 |
| CALF | PACER FDS TR | $93.35万 | 0.09% | 18,444 | -749 | -3.9% | -$3.79万 | 减仓 |
| SDIV | GLOBAL X FDS | $97.25万 | 0.09% | 39,790 | -798 | -2.0% | -$1.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $98.13万 | 0.09% | 1,926 | -48 | -2.4% | -$2.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $99.04万 | 0.09% | 10,914 | -217 | -1.9% | -$1.97万 | 减仓 |
| PEP | PEPSICO INC | $102.08万 | 0.09% | 7,539 | -502 | -6.2% | -$6.80万 | 减仓 |
| AGOX | STARBOARD INVT TR | $102.22万 | 0.09% | 29,492 | -1,636 | -5.3% | -$5.67万 | 减仓 |
| CCI | CROWN CASTLE INC | $104.12万 | 0.10% | 13,748 | 1,730 | 14.4% | $13.10万 | 加仓 |
| T | AT&T INC | $104.48万 | 0.10% | 50,473 | -545 | -1.1% | -$1.13万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $104.57万 | 0.10% | 51,486 | -5,032 | -8.9% | -$10.22万 | 减仓 |
| C | CITIGROUP INC | $109.54万 | 0.10% | 7,826 | -51 | -0.6% | -$7,138 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $109.66万 | 0.10% | 2,296 | 621 | 37.1% | $29.66万 | 加仓 |
| VDE | VANGUARD WORLD FD | $110.80万 | 0.10% | 7,380 | -64 | -0.9% | -$9,609 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $111.13万 | 0.10% | 2,263 | 225 | 11.0% | $11.05万 | 加仓 |
| O | REALTY INCOME CORP | $112.99万 | 0.10% | 18,236 | 656 | 3.7% | $4.06万 | 加仓 |
| MCD | MCDONALDS CORP | $114.32万 | 0.10% | 4,229 | -185 | -4.2% | -$5.00万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $115.10万 | 0.11% | 8,112 | -297 | -3.5% | -$4.21万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $121.85万 | 0.11% | 30,709 | -657 | -2.1% | -$2.61万 | 减仓 |
| BA | BOEING CO | $122.06万 | 0.11% | 5,639 | 824 | 17.1% | $17.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $122.76万 | 0.11% | 1,214 | -86 | -6.6% | -$8.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $123.01万 | 0.11% | 8,389 | -341 | -3.9% | -$5.00万 | 减仓 |
| MS | MORGAN STANLEY | $125.21万 | 0.11% | 5,990 | -416 | -6.5% | -$8.70万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $125.37万 | 0.11% | 26,709 | -221 | -0.8% | -$1.04万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $126.69万 | 0.12% | 14,571 | 2,443 | 20.1% | $21.24万 | 加仓 |
| USMV | ISHARES TR | $127.35万 | 0.12% | 13,203 | -122 | -0.9% | -$1.18万 | 减仓 |
| NFLX | NETFLIX INC. | $127.82万 | 0.12% | 17,902 | 1,880 | 11.7% | $13.42万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $133.32万 | 0.12% | 3,764 | 1,007 | 36.5% | $35.67万 | 加仓 |
| — | NEOS ETF TRUST | $134.28万 | 0.12% | 24,048 | -1,009 | -4.0% | -$5.63万 | 减仓 |
| CSCO | CISCO SYS INC | $138.00万 | 0.13% | 11,749 | -597 | -4.8% | -$7.01万 | 减仓 |
| ILTB | ISHARES TR | $146.13万 | 0.13% | 29,671 | -136 | -0.5% | -$6,698 | 减仓 |
| HD | HOME DEPOT INC | $149.36万 | 0.14% | 4,235 | 269 | 6.8% | $9.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $150.64万 | 0.14% | 1,610 | 145 | 9.9% | $13.57万 | 加仓 |
| DTH | WISDOMTREE TR | $157.14万 | 0.14% | 29,040 | -1,468 | -4.8% | -$7.94万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $158.51万 | 0.14% | 2,077 | 103 | 5.2% | $7.86万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $163.33万 | 0.15% | 35,944 | -3,126 | -8.0% | -$14.20万 | 减仓 |
| IJR | ISHARES TR | $173.16万 | 0.16% | 11,675 | -278 | -2.3% | -$4.12万 | 减仓 |
| ISTB | ISHARES TR | $179.29万 | 0.16% | 37,158 | -800 | -2.1% | -$3.86万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $181.23万 | 0.17% | 36,775 | -1,034 | -2.7% | -$5.10万 | 减仓 |
| EMB | ISHARES TR | $182.01万 | 0.17% | 18,873 | 52 | 0.3% | $5,015 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $186.63万 | 0.17% | 20,772 | -1,474 | -6.6% | -$13.24万 | 减仓 |
| GOOG | ALPHABET INC | $190.86万 | 0.17% | 5,402 | 111 | 2.1% | $3.92万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $193.69万 | 0.18% | 15,525 | -604 | -3.7% | -$7.54万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $204.79万 | 0.19% | 29,879 | -2,592 | -8.0% | -$17.77万 | 减仓 |
| — | NUSHARES ETF TR | $205.48万 | 0.19% | 47,499 | -3,993 | -7.8% | -$17.27万 | 减仓 |
| ARTY | ISHARES TR | $210.74万 | 0.19% | 27,670 | -3,338 | -10.8% | -$25.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $216.97万 | 0.20% | 4,336 | 501 | 13.1% | $25.07万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $220.13万 | 0.20% | 43,589 | -1,457 | -3.2% | -$7.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $227.64万 | 0.21% | 4,432 | 258 | 6.2% | $13.25万 | 加仓 |
| BAC | BANK OF AMER CORP | $228.93万 | 0.21% | 40,177 | 2,044 | 5.4% | $11.65万 | 加仓 |
| META | META PLATFORMS INC | $232.47万 | 0.21% | 4,127 | -80 | -1.9% | -$4.51万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $252.45万 | 0.23% | 69,623 | -5,508 | -7.3% | -$19.97万 | 减仓 |
| HDV | ISHARES TR | $254.66万 | 0.23% | 92,907 | -6,153 | -6.2% | -$16.87万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $262.77万 | 0.24% | 110,177 | -1,895 | -1.7% | -$4.52万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $271.60万 | 0.25% | 54,561 | 45,489 | 501.4% | $226.44万 | 加仓 |
| QHY | WISDOMTREE TR | $271.78万 | 0.25% | 59,327 | -612 | -1.0% | -$2.80万 | 减仓 |
| IXUS | ISHARES TR | $273.01万 | 0.25% | 28,606 | -955 | -3.2% | -$9.11万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $275.24万 | 0.25% | 48,733 | -1,137 | -2.3% | -$6.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $276.92万 | 0.25% | 46,393 | 24,951 | 116.4% | $148.93万 | 加仓 |
| TSLA | TESLA INC | $279.85万 | 0.26% | 6,654 | -1,439 | -17.8% | -$60.52万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $283.21万 | 0.26% | 46,081 | 303 | 0.7% | $1.86万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $289.92万 | 0.26% | 115,644 | -6,521 | -5.3% | -$16.35万 | 减仓 |
| USHY | ISHARES TR | $304.61万 | 0.28% | 82,283 | -543 | -0.7% | -$2.01万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $316.95万 | 0.29% | 26,606 | -1,534 | -5.5% | -$18.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $334.49万 | 0.31% | 27,986 | -2,742 | -8.9% | -$32.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $337.98万 | 0.31% | 4,675 | -44 | -0.9% | -$3.18万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $346.57万 | 0.32% | 130,782 | 82,153 | 168.9% | $217.71万 | 加仓 |
| ABBV | ABBVIE INC | $347.61万 | 0.32% | 13,814 | 4,016 | 41.0% | $101.06万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $353.11万 | 0.32% | 77,182 | -47,178 | -37.9% | -$215.84万 | 减仓 |
| NOBL | PROSHARES TR | $370.08万 | 0.34% | 65,897 | -68,223 | -50.9% | -$383.14万 | 减仓 |
| IWM | ISHARES TR | $400.12万 | 0.37% | 13,317 | -736 | -5.2% | -$22.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $417.42万 | 0.38% | 11,190 | 45 | 0.4% | $1.68万 | 加仓 |
| CAT | CATERPILLAR INC | $418.08万 | 0.38% | 3,926 | -117 | -2.9% | -$12.46万 | 减仓 |
| DGRO | ISHARES TR | $449.92万 | 0.41% | 59,364 | -814 | -1.4% | -$6.17万 | 减仓 |
| AMZN | AMAZON COM INC | $499.36万 | 0.46% | 20,952 | 910 | 4.5% | $21.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $501.51万 | 0.46% | 4,345 | -943 | -17.8% | -$108.84万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $505.49万 | 0.46% | 62,360 | -2,091 | -3.2% | -$16.95万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $506.46万 | 0.46% | 45,184 | -2,548 | -5.3% | -$28.56万 | 减仓 |