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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,692 | -100.0% | -$38.25万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -6,765 | -100.0% | -$28.20万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -4,337 | -100.0% | -$21.83万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$21.56万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -911 | -100.0% | -$21.52万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -885 | -100.0% | -$21.19万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,376 | -100.0% | -$20.57万 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $0 | 0.00% | 0 | -24,163 | -100.0% | -$7.10万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$5.25万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $9,538 | 0.00% | 500 | 500 | — | $9,538 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.39万 | 0.00% | 11,671 | 212 | 1.9% | $979 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $5.63万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看涨期权 | $6.05万 | 0.01% | 200 | -400 | -66.7% | -$12.11万 | 减仓 |
| — | SKYLINE BLDRS GROUP HLDG LTD | $9.42万 | 0.01% | 30,487 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $10.01万 | 0.01% | 132,913 | 17,543 | 15.2% | $1.32万 | 加仓 |
| FIX | COMFORT SYS USA INC | $20.41万 | 0.02% | 103 | 103 | — | $20.41万 | 新建仓 |
| IWD | ISHARES TR | $20.41万 | 0.02% | 842 | 842 | — | $20.41万 | 新建仓 |
| MTUM | ISHARES TR | $20.67万 | 0.02% | 603 | 603 | — | $20.67万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.73万 | 0.02% | 2,509 | 2,509 | — | $20.73万 | 新建仓 |
| SUB | ISHARES TR | $21.27万 | 0.02% | 1,998 | -6 | -0.3% | -$639 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.68万 | 0.02% | 2,953 | 2,953 | — | $21.68万 | 新建仓 |
| TIP | ISHARES TR | $21.83万 | 0.02% | 1,995 | -1 | -0.1% | -$109 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.91万 | 0.02% | 261 | 261 | — | $21.91万 | 新建仓 |
| IWB | ISHARES TR | $22.04万 | 0.02% | 538 | -227 | -29.7% | -$9.30万 | 减仓 |
| FLOT | ISHARES TR | $22.07万 | 0.02% | 4,323 | -58 | -1.3% | -$2,961 | 减仓 |
| IEMG | ISHARES INC | $22.11万 | 0.02% | 2,669 | 2,669 | — | $22.11万 | 新建仓 |
| KO | COCA COLA CO | $22.40万 | 0.02% | 2,756 | -18 | -0.6% | -$1,463 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $22.57万 | 0.02% | 1,125 | -4 | -0.4% | -$803 | 减仓 |
| FDX | FEDEX CORP | $22.77万 | 0.02% | 727 | 727 | — | $22.77万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $23.58万 | 0.02% | 1,380 | 1,380 | — | $23.58万 | 新建仓 |
| SNDK | SANDISK CORP | $23.65万 | 0.02% | 104 | 104 | — | $23.65万 | 新建仓 |
| FRDM | EA SERIES TRUST | $23.82万 | 0.02% | 3,267 | 3,267 | — | $23.82万 | 新建仓 |
| TTD | THE TRADE DESK INC | $24.01万 | 0.02% | 13,280 | 2,610 | 24.5% | $4.72万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $24.50万 | 0.02% | 1,001 | 1,001 | — | $24.50万 | 新建仓 |
| CLS | CELESTICA INC | $24.81万 | 0.02% | 680 | 680 | — | $24.81万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $24.90万 | 0.02% | 9,949 | -49 | -0.5% | -$1,226 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $26.84万 | 0.02% | 793 | 22 | 2.9% | $7,446 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $26.90万 | 0.02% | 6,169 | -20 | -0.3% | -$872 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.15万 | 0.02% | 2,182 | -67 | -3.0% | -$8,338 | 减仓 |
| ALL | ALLSTATE CORP | $27.19万 | 0.02% | 1,143 | 6 | 0.5% | $1,427 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.49万 | 0.03% | 1,520 | 230 | 17.8% | $4.16万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $28.11万 | 0.03% | 10,991 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $28.32万 | 0.03% | 653 | 653 | — | $28.32万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.59万 | 0.03% | 3,344 | 3,344 | — | $28.59万 | 新建仓 |
| SMH | VANECK ETF TRUST | $28.69万 | 0.03% | 437 | 437 | — | $28.69万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $29.58万 | 0.03% | 4,313 | -269 | -5.9% | -$1.85万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $29.61万 | 0.03% | 6,274 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $29.94万 | 0.03% | 5,930 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.61万 | 0.03% | 1,847 | 21 | 1.2% | $3,481 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.72万 | 0.03% | 1,288 | 90 | 7.5% | $2.29万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.45万 | 0.03% | 830 | -2 | -0.2% | -$830 | 减仓 |
| AMGN | AMGEN INC | $34.76万 | 0.03% | 960 | 8 | 0.8% | $2,897 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.02万 | 0.03% | 1,474 | 3 | 0.2% | $713 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.21万 | 0.03% | 1,655 | 1,655 | — | $35.21万 | 新建仓 |
| MDT | MEDTRONIC PLC | $35.85万 | 0.03% | 4,583 | -452 | -9.0% | -$3.54万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $36.14万 | 0.03% | 3,292 | -15 | -0.5% | -$1,647 | 减仓 |
| ASML | ASML HLDG NV | $38.82万 | 0.04% | 195 | 5 | 2.6% | $9,955 | 加仓 |
| IEI | ISHARES TR | $39.06万 | 0.04% | 3,326 | -7 | -0.2% | -$822 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $39.37万 | 0.04% | 2,314 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.79万 | 0.04% | 1,724 | -22 | -1.3% | -$5,205 | 减仓 |
| VLUE | ISHARES TR | $40.97万 | 0.04% | 2,050 | -4,097 | -66.7% | -$81.87万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.98万 | 0.04% | 2,537 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $41.16万 | 0.04% | 788 | 151 | 23.7% | $7.89万 | 加仓 |
| EXC | EXELON CORP | $41.17万 | 0.04% | 8,831 | 6 | 0.1% | $280 | 加仓 |
| INTC | INTEL CORP | $41.24万 | 0.04% | 2,954 | 2,954 | — | $41.24万 | 新建仓 |
| SRAD | SPORTRADAR GROUP AG | $41.62万 | 0.04% | 27,805 | 8,481 | 43.9% | $12.70万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $42.42万 | 0.04% | 9,256 | -992 | -9.7% | -$4.55万 | 减仓 |
| MMM | 3M CO | $42.85万 | 0.04% | 2,647 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $45.21万 | 0.04% | 6,605 | -512 | -7.2% | -$3.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.41万 | 0.04% | 3,770 | 572 | 17.9% | $7.04万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $47.37万 | 0.04% | 3,044 | 3,044 | — | $47.37万 | 新建仓 |
| IEFA | ISHARES TR | $49.07万 | 0.04% | 5,081 | 55 | 1.1% | $5,312 | 加仓 |
| RTX | RTX CORPORATION | $50.20万 | 0.05% | 2,646 | 41 | 1.6% | $7,779 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $50.39万 | 0.05% | 10,122 | 864 | 9.3% | $4.30万 | 加仓 |
| SLV | ISHARES SILVER TR | $50.42万 | 0.05% | 9,429 | -21 | -0.2% | -$1,123 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $50.45万 | 0.05% | 4,674 | -459 | -8.9% | -$4.95万 | 减仓 |
| GLD | SPDR GOLD TR | $50.58万 | 0.05% | 1,373 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $50.69万 | 0.05% | 10,119 | -504 | -4.7% | -$2.52万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.02万 | 0.05% | 1,997 | 18 | 0.9% | $4,869 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.99万 | 0.05% | 13,225 | -609 | -4.4% | -$2.58万 | 减仓 |
| MRK | MERCK & CO INC | $56.42万 | 0.05% | 4,391 | -65 | -1.5% | -$8,352 | 减仓 |
| LLY | ELI LILLY & CO | $56.73万 | 0.05% | 473 | 13 | 2.8% | $1.56万 | 加仓 |
| MGV | VANGUARD WORLD FD | $59.01万 | 0.05% | 3,610 | -207 | -5.4% | -$3.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $59.61万 | 0.05% | 3,129 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $60.59万 | 0.06% | 1,766 | 69 | 4.1% | $2.37万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $61.14万 | 0.06% | 21,075 | -182 | -0.9% | -$5,280 | 减仓 |
| MO | ALTRIA GROUP INC | $61.84万 | 0.06% | 8,594 | -458 | -5.1% | -$3.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.26万 | 0.06% | 7,228 | 1,162 | 19.2% | $10.01万 | 加仓 |
| SO | SOUTHERN CO | $62.81万 | 0.06% | 6,563 | -402 | -5.8% | -$3.85万 | 减仓 |
| ANGL | VANECK ETF TRUST | $65.80万 | 0.06% | 22,502 | 2,436 | 12.1% | $7.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $66.23万 | 0.06% | 4,627 | -273 | -5.6% | -$3.91万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $67.68万 | 0.06% | 7,382 | -350 | -4.5% | -$3.21万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $67.88万 | 0.06% | 19,578 | 5,326 | 37.4% | $18.47万 | 加仓 |
| — | EXXON MOBIL CORP | $68.56万 | 0.06% | 5,015 | 230 | 4.8% | $3.14万 | 加仓 |
| GWW | WW GRAINGER INC | $69.53万 | 0.06% | 511 | 319 | 166.1% | $43.40万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $69.69万 | 0.06% | 16,830 | 280 | 1.7% | $1.16万 | 加仓 |
| ETN | EATON CORP PLC | $70.28万 | 0.06% | 1,649 | -143 | -8.0% | -$6.09万 | 减仓 |
| IWF | ISHARES TR | $72.96万 | 0.07% | 5,876 | -192 | -3.2% | -$2.38万 | 减仓 |
| MET | METLIFE INC | $72.98万 | 0.07% | 8,626 | -418 | -4.6% | -$3.54万 | 减仓 |
| TXN | TEXAS INSTRS INC | $73.30万 | 0.07% | 2,459 | -283 | -10.3% | -$8.44万 | 减仓 |