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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES TR | $710.90万 | 0.77% | 67,060 | 446 | 0.7% | $4.73万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $738.42万 | 0.80% | 240,684 | -14,897 | -5.8% | -$45.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $747.18万 | 0.81% | 132,057 | -73,494 | -35.8% | -$415.83万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $780.35万 | 0.85% | 103,907 | -23,942 | -18.7% | -$179.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $792.79万 | 0.86% | 45,458 | 8 | 0.0% | $1,395 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $808.02万 | 0.88% | 222,718 | 222,718 | — | $808.02万 | 新建仓 |
| IOO | ISHARES TR | $810.91万 | 0.88% | 67,034 | 67,034 | — | $810.91万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $814.61万 | 0.88% | 107,596 | 107,596 | — | $814.61万 | 新建仓 |
| — | ISHARES TR | $814.98万 | 0.88% | 156,366 | 156,366 | — | $814.98万 | 新建仓 |
| IGIB | ISHARES TR | $825.39万 | 0.89% | 155,091 | -2,082 | -1.3% | -$11.08万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $826.22万 | 0.90% | 59,733 | 59,733 | — | $826.22万 | 新建仓 |
| DON | WISDOMTREE TR | $849.31万 | 0.92% | 161,651 | -43,257 | -21.1% | -$227.27万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $861.45万 | 0.93% | 87,984 | -58,331 | -39.9% | -$571.12万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $875.97万 | 0.95% | 110,505 | -1,774 | -1.6% | -$14.06万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $921.40万 | 1.00% | 44,288 | -7,660 | -14.7% | -$159.36万 | 减仓 |
| VPU | VANGUARD WORLD FD | $961.78万 | 1.04% | 48,541 | -2,796 | -5.4% | -$55.40万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $975.79万 | 1.06% | 65,888 | -1,729 | -2.6% | -$25.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $978.63万 | 1.06% | 193,368 | -25,550 | -11.7% | -$129.31万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,027.25万 | 1.11% | 191,045 | -4,172 | -2.1% | -$22.43万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,111.41万 | 1.21% | 276,883 | -5,260 | -1.9% | -$21.11万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $1,226.82万 | 1.33% | 552,122 | -79,469 | -12.6% | -$176.58万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,253.13万 | 1.36% | 141,661 | -18,952 | -11.8% | -$167.65万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,262.58万 | 1.37% | 130,566 | -3,352 | -2.5% | -$32.41万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,392.40万 | 1.51% | 274,094 | -29,360 | -9.7% | -$149.15万 | 减仓 |
| IVV | ISHARES TR | $1,415.89万 | 1.54% | 21,676 | -10,387 | -32.4% | -$678.48万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,435.89万 | 1.56% | 442,767 | -59,703 | -11.9% | -$193.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,493.35万 | 1.62% | 327,345 | 50,642 | 18.3% | $231.03万 | 加仓 |
| AAPL | APPLE INC | $1,539.75万 | 1.67% | 60,670 | 12,331 | 25.5% | $312.95万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,575.39万 | 1.71% | 303,923 | 39,839 | 15.1% | $206.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,599.35万 | 1.73% | 249,586 | 21,762 | 9.6% | $139.45万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,600.41万 | 1.74% | 357,873 | 22,470 | 6.7% | $100.49万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,838.67万 | 1.99% | 64,025 | 8,392 | 15.1% | $241.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,867.36万 | 2.02% | 58,208 | -943 | -1.6% | -$30.25万 | 减仓 |
| IUSG | ISHARES TR | $2,101.82万 | 2.28% | 135,505 | 22,035 | 19.4% | $341.79万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,575.56万 | 2.79% | 538,595 | -2,070 | -0.4% | -$9.90万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,475.76万 | 3.77% | 1,029,244 | -39,597 | -3.7% | -$133.72万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,559.12万 | 3.86% | 580,418 | 51,982 | 9.8% | $318.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,777.71万 | 4.10% | 192,544 | 11,859 | 6.6% | $232.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,966.83万 | 4.30% | 68,728 | 3,934 | 6.1% | $227.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.20亿 | 13.04% | 201,197 | 39,930 | 24.8% | $2,386.01万 | 加仓 |