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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $128.81万 | 0.14% | 7,444 | -5,909 | -44.3% | -$102.25万 | 减仓 |
| — | NEOS ETF TRUST | $128.42万 | 0.14% | 25,057 | -972 | -3.7% | -$4.98万 | 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 |
| PG | PROCTER & GAMBLE CO | $126.10万 | 0.14% | 8,730 | -1,686 | -16.2% | -$24.35万 | 减仓 |
| PEP | PEPSICO INC | $124.86万 | 0.14% | 8,041 | -936 | -10.4% | -$14.53万 | 减仓 |
| USMV | ISHARES TR | $123.57万 | 0.13% | 13,325 | -78 | -0.6% | -$7,234 | 减仓 |
| CME | CME GROUP INC | $123.10万 | 0.13% | 4,168 | -98 | -2.3% | -$2.89万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $120.01万 | 0.13% | 31,366 | -42,021 | -57.3% | -$160.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $119.31万 | 0.13% | 1,974 | -7 | -0.4% | -$4,231 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.89万 | 0.13% | 21,442 | 21,442 | — | $115.89万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $114.28万 | 0.12% | 11,131 | 1,251 | 12.7% | $12.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.97万 | 0.12% | 1,300 | -278 | -17.6% | -$23.52万 | 减仓 |
| O | REALTY INCOME CORP | $107.55万 | 0.12% | 17,580 | -1,891 | -9.7% | -$11.57万 | 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 |
| MS | MORGAN STANLEY | $105.42万 | 0.11% | 6,406 | -2,062 | -24.4% | -$33.93万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $105.23万 | 0.11% | 8,409 | -986 | -10.5% | -$12.34万 | 减仓 |
| SDIV | GLOBAL X FDS | $102.52万 | 0.11% | 40,588 | -2,017 | -4.7% | -$5.09万 | 减仓 |
| CCI | CROWN CASTLE INC | $97.72万 | 0.11% | 12,018 | -913 | -7.1% | -$7.42万 | 减仓 |
| WMT | WALMART INC | $97.27万 | 0.11% | 7,826 | 692 | 9.7% | $8.60万 | 加仓 |
| BA | BOEING CO | $95.83万 | 0.10% | 4,815 | -544 | -10.2% | -$10.83万 | 减仓 |
| CSCO | CISCO SYS INC | $95.79万 | 0.10% | 12,346 | -2,044 | -14.2% | -$15.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $94.62万 | 0.10% | 2,757 | -13 | -0.5% | -$4,462 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $93.22万 | 0.10% | 3,338 | 198 | 6.3% | $5.53万 | 加仓 |
| ORCL | ORACLE CORP | $93.19万 | 0.10% | 6,335 | 422 | 7.1% | $6.21万 | 加仓 |
| C | CITIGROUP INC | $89.33万 | 0.10% | 7,877 | -1,884 | -19.3% | -$21.37万 | 减仓 |
| NVS | NOVARTIS AG | $89.18万 | 0.10% | 5,838 | -1,041 | -15.1% | -$15.90万 | 减仓 |
| CALF | PACER FDS TR | $86.12万 | 0.09% | 19,193 | -2,194 | -10.3% | -$9.84万 | 减仓 |
| VLO | VALERO ENERGY CORP | $85.67万 | 0.09% | 3,467 | 17 | 0.5% | $4,201 | 加仓 |
| AGGY | WISDOMTREE TR | $85.26万 | 0.09% | 19,622 | -262 | -1.3% | -$1.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.92万 | 0.09% | 2,038 | 22 | 1.1% | $9,168 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $83.54万 | 0.09% | 64,610 | -2,125 | -3.2% | -$2.75万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $83.30万 | 0.09% | 8,467 | 1 | 0.0% | $98 | 加仓 |
| IDVO | AMPLIFY ETF TR | $83.06万 | 0.09% | 20,525 | -1,190 | -5.5% | -$4.82万 | 减仓 |
| AGOX | STARBOARD INVT TR | $82.86万 | 0.09% | 31,128 | -3,773 | -10.8% | -$10.04万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $82.39万 | 0.09% | 48,152 | -1,007 | -2.0% | -$1.72万 | 减仓 |
| — | EXXON MOBIL CORP | $81.19万 | 0.09% | 4,785 | -3,086 | -39.2% | -$52.36万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $80.14万 | 0.09% | 1,101 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $77.07万 | 0.08% | 1,974 | 7 | 0.4% | $2,733 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $74.82万 | 0.08% | 21,184 | -2,375 | -10.1% | -$8.39万 | 减仓 |
| — | DBX ETF TR | $73.81万 | 0.08% | 20,820 | -1,003 | -4.6% | -$3.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.49万 | 0.08% | 3,032 | -498 | -14.1% | -$12.07万 | 减仓 |
| DIS | DISNEY WALT CO | $70.03万 | 0.08% | 7,266 | -1,375 | -15.9% | -$13.25万 | 减仓 |
| NWG | NATWEST GROUP PLC | $69.69万 | 0.08% | 46,771 | -11,287 | -19.4% | -$16.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.45万 | 0.08% | 13,834 | -3,615 | -20.7% | -$18.15万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $68.75万 | 0.07% | 16,550 | -238 | -1.4% | -$9,887 | 减仓 |
| SPGI | S&P GLOBAL INC | $68.25万 | 0.07% | 1,605 | -14 | -0.9% | -$5,953 | 减仓 |
| SO | SOUTHERN CO | $67.23万 | 0.07% | 6,965 | -1,472 | -17.4% | -$14.21万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $65.90万 | 0.07% | 7,732 | -1,545 | -16.7% | -$13.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $64.86万 | 0.07% | 9,017 | -218 | -2.4% | -$1.57万 | 减仓 |
| IWF | ISHARES TR | $64.69万 | 0.07% | 1,517 | -136 | -8.2% | -$5.80万 | 减仓 |
| SLV | ISHARES SILVER TR | $64.39万 | 0.07% | 9,450 | 1,301 | 16.0% | $8.87万 | 加仓 |
| EMR | EMERSON ELEC CO | $64.20万 | 0.07% | 4,900 | -1,144 | -18.9% | -$14.99万 | 减仓 |
| ETN | EATON CORP PLC | $64.11万 | 0.07% | 1,792 | -400 | -18.2% | -$14.31万 | 减仓 |
| MET | METLIFE INC | $63.96万 | 0.07% | 9,044 | -2,194 | -19.5% | -$15.52万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $63.96万 | 0.07% | 3,148 | 58 | 1.9% | $1.18万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $62.03万 | 0.07% | 21,257 | -1,315 | -5.8% | -$3.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $59.74万 | 0.06% | 9,052 | -2,443 | -21.3% | -$16.12万 | 减仓 |
| GLD | SPDR GOLD TR | $59.08万 | 0.06% | 1,373 | 174 | 14.5% | $7.49万 | 加仓 |
| ANGL | VANECK ETF TRUST | $57.63万 | 0.06% | 20,066 | 7,236 | 56.4% | $20.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.62万 | 0.06% | 1,675 | 51 | 3.1% | $1.72万 | 加仓 |
| MGV | VANGUARD WORLD FD | $55.32万 | 0.06% | 3,817 | -610 | -13.8% | -$8.84万 | 减仓 |
| MRK | MERCK & CO INC | $53.60万 | 0.06% | 4,456 | 13 | 0.3% | $1,564 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.22万 | 0.06% | 2,742 | -674 | -19.7% | -$13.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.52万 | 0.06% | 1,979 | -366 | -15.6% | -$9.53万 | 减仓 |
| V | VISA INC | $51.28万 | 0.06% | 1,697 | -76 | -4.3% | -$2.30万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $50.30万 | 0.05% | 3,198 | 23 | 0.7% | $3,618 | 加仓 |
| RTX | RTX CORPORATION | $50.25万 | 0.05% | 2,605 | -258 | -9.0% | -$4.98万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $50.15万 | 0.05% | 5,133 | -1,156 | -18.4% | -$11.29万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $48.89万 | 0.05% | 12,128 | 1,034 | 9.3% | $4.17万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $46.93万 | 0.05% | 10,623 | -1,571 | -12.9% | -$6.94万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.11万 | 0.05% | 9,258 | -367 | -3.8% | -$1.83万 | 减仓 |
| IEFA | ISHARES TR | $45.50万 | 0.05% | 5,026 | 681 | 15.7% | $6.17万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $45.16万 | 0.05% | 9,072 | 9,072 | — | $45.16万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $44.60万 | 0.05% | 2,249 | -339 | -13.1% | -$6.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.15万 | 0.05% | 1,011 | 52 | 5.4% | $2.27万 | 加仓 |
| MDT | MEDTRONIC PLC | $43.63万 | 0.05% | 5,035 | -1,093 | -17.8% | -$9.47万 | 减仓 |
| EXC | EXELON CORP | $43.26万 | 0.05% | 8,825 | 80 | 0.9% | $3,922 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $42.45万 | 0.05% | 10,248 | -2,706 | -20.9% | -$11.21万 | 减仓 |
| LLY | ELI LILLY & CO | $42.30万 | 0.05% | 460 | 90 | 24.3% | $8.28万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.58万 | 0.05% | 3,129 | -226 | -6.7% | -$3.00万 | 减仓 |
| IEI | ISHARES TR | $39.53万 | 0.04% | 3,333 | -391 | -10.5% | -$4.64万 | 减仓 |
| PII | POLARIS INC | $38.79万 | 0.04% | 7,117 | -1,468 | -17.1% | -$8.00万 | 减仓 |
| MMM | 3M CO | $38.44万 | 0.04% | 2,647 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $38.25万 | 0.04% | 1,692 | 13 | 0.8% | $2,939 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.79万 | 0.04% | 1,826 | -3,485 | -65.6% | -$72.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.55万 | 0.04% | 1,746 | 1 | 0.1% | $215 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.09万 | 0.04% | 832 | 43 | 5.4% | $1.87万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $33.56万 | 0.04% | 2,314 | -14 | -0.6% | -$2,030 | 减仓 |
| AMGN | AMGEN INC | $33.49万 | 0.04% | 952 | 63 | 7.1% | $2.22万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $32.35万 | 0.04% | 19,324 | 777 | 4.2% | $1.30万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $31.90万 | 0.03% | 3,307 | -880 | -21.0% | -$8.49万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $31.08万 | 0.03% | 1,471 | 4 | 0.3% | $845 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.09万 | 0.03% | 1,479 | -66 | -4.3% | -$1.34万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $29.87万 | 0.03% | 5,930 | 923 | 18.4% | $4.65万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $29.59万 | 0.03% | 14,252 | 14 | 0.1% | $291 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.53万 | 0.03% | 637 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.27万 | 0.03% | 1,198 | 34 | 2.9% | $8,308 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.44万 | 0.03% | 2,537 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $28.20万 | 0.03% | 6,765 | -2,359 | -25.9% | -$9.83万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $28.04万 | 0.03% | 10,991 | 763 | 7.5% | $1.95万 | 加仓 |