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 |
|---|---|---|---|---|---|---|---|---|
| SMLF | ISHARES TR | $523.13万 | 0.48% | 58,686 | 31,553 | 116.3% | $281.26万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $536.56万 | 0.49% | 215,659 | -39,089 | -15.3% | -$97.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $563.80万 | 0.52% | 177,799 | -62,885 | -26.1% | -$199.41万 | 减仓 |
| GOOGL | ALPHABET INC | $565.35万 | 0.52% | 15,820 | 371 | 2.4% | $13.26万 | 加仓 |
| AVGO | BROADCOM INC | $603.87万 | 0.55% | 15,986 | -2,842 | -15.1% | -$107.36万 | 减仓 |
| IWR | ISHARES TR | $622.16万 | 0.57% | 56,396 | -2,355 | -4.0% | -$25.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $648.79万 | 0.59% | 8,688 | 267 | 3.2% | $19.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $654.56万 | 0.60% | 19,997 | 331 | 1.7% | $10.83万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $688.62万 | 0.63% | 797,939 | 502,384 | 170.0% | $433.56万 | 加仓 |
| IGIB | ISHARES TR | $693.77万 | 0.63% | 130,482 | -24,609 | -15.9% | -$130.85万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $695.49万 | 0.64% | 265,149 | 167,532 | 171.6% | $439.44万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $733.98万 | 0.67% | 137,192 | -53,853 | -28.2% | -$288.11万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $737.39万 | 0.67% | 93,305 | -17,200 | -15.6% | -$135.93万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $758.04万 | 0.69% | 149,899 | -43,469 | -22.5% | -$219.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $762.12万 | 0.70% | 38,089 | -7,369 | -16.2% | -$147.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $774.44万 | 0.71% | 127,395 | -4,662 | -3.5% | -$28.34万 | 减仓 |
| DON | WISDOMTREE TR | $789.68万 | 0.72% | 139,716 | -21,935 | -13.6% | -$123.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $818.66万 | 0.75% | 97,751 | -6,156 | -5.9% | -$51.56万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $819.40万 | 0.75% | 28,692 | -15,596 | -35.2% | -$445.40万 | 减仓 |
| VPU | VANGUARD WORLD FD | $820.26万 | 0.75% | 41,908 | -6,633 | -13.7% | -$129.83万 | 减仓 |
| PFXF | VANECK ETF TRUST | $855.61万 | 0.78% | 479,602 | 299,704 | 166.6% | $534.67万 | 加仓 |
| FLRT | PACER FDS TR | $865.27万 | 0.79% | 185,560 | 116,054 | 167.0% | $541.16万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $869.97万 | 0.80% | 100,447 | 62,822 | 167.0% | $544.10万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $934.56万 | 0.85% | 417,214 | -134,908 | -24.4% | -$302.19万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $994.12万 | 0.91% | 106,460 | -35,201 | -24.8% | -$328.71万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $996.23万 | 0.91% | 83,723 | -4,261 | -4.8% | -$50.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,012.40万 | 0.93% | 64,064 | -1,824 | -2.8% | -$28.82万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,027.63万 | 0.94% | 255,058 | -21,825 | -7.9% | -$87.93万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,049.97万 | 0.96% | 34,639 | 18,428 | 113.7% | $558.59万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,066.97万 | 0.98% | 219,270 | -54,824 | -20.0% | -$266.77万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,080.08万 | 0.99% | 103,893 | -26,673 | -20.4% | -$277.29万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,368.71万 | 1.25% | 359,618 | -83,149 | -18.8% | -$316.47万 | 减仓 |
| IVV | ISHARES TR | $1,565.83万 | 1.43% | 20,909 | -767 | -3.5% | -$57.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,612.91万 | 1.47% | 226,374 | -23,212 | -9.3% | -$165.39万 | 减仓 |
| AAPL | APPLE INC | $1,768.79万 | 1.62% | 61,128 | 458 | 0.8% | $13.25万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,860.89万 | 1.70% | 409,076 | 81,731 | 25.0% | $371.79万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,867.87万 | 1.71% | 353,428 | -4,445 | -1.2% | -$23.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,882.23万 | 1.72% | 50,866 | -7,342 | -12.6% | -$271.68万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,901.53万 | 1.74% | 366,312 | 62,389 | 20.5% | $323.86万 | 加仓 |
| IOO | ISHARES TR | $1,956.62万 | 1.79% | 143,237 | 76,203 | 113.7% | $1,040.93万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1,972.90万 | 1.80% | 230,291 | 122,695 | 114.0% | $1,051.13万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $1,980.96万 | 1.81% | 493,466 | 270,748 | 121.6% | $1,086.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,985.04万 | 1.81% | 246,374 | -9,726 | -3.8% | -$78.36万 | 减仓 |
| — | ISHARES TR | $1,992.19万 | 1.82% | 338,741 | 182,375 | 116.6% | $1,072.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,039.74万 | 1.86% | 129,961 | 70,228 | 117.6% | $1,102.23万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,738.38万 | 2.50% | 566,365 | 27,770 | 5.2% | $134.27万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,777.62万 | 2.54% | 760,367 | -268,877 | -26.1% | -$982.21万 | 减仓 |
| IUSG | ISHARES TR | $2,782.44万 | 2.54% | 147,931 | 12,426 | 9.2% | $233.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,924.24万 | 3.59% | 180,069 | -12,475 | -6.5% | -$271.87万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4,021.57万 | 3.68% | 556,388 | -24,030 | -4.1% | -$173.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,981.58万 | 4.55% | 67,648 | -1,080 | -1.6% | -$79.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.58亿 | 14.45% | 230,142 | 28,945 | 14.4% | $1,987.97万 | 加仓 |