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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $138.00万 | 0.13% | 11,749 | -597 | -4.8% | -$7.01万 | 减仓 |
| — | NEOS ETF TRUST | $134.28万 | 0.12% | 24,048 | -1,009 | -4.0% | -$5.63万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $133.32万 | 0.12% | 3,764 | 1,007 | 36.5% | $35.67万 | 加仓 |
| NFLX | NETFLIX INC. | $127.82万 | 0.12% | 17,902 | 1,880 | 11.7% | $13.42万 | 加仓 |
| USMV | ISHARES TR | $127.35万 | 0.12% | 13,203 | -122 | -0.9% | -$1.18万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $126.69万 | 0.12% | 14,571 | 2,443 | 20.1% | $21.24万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $125.37万 | 0.11% | 26,709 | -221 | -0.8% | -$1.04万 | 减仓 |
| MS | MORGAN STANLEY | $125.21万 | 0.11% | 5,990 | -416 | -6.5% | -$8.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $123.01万 | 0.11% | 8,389 | -341 | -3.9% | -$5.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $122.76万 | 0.11% | 1,214 | -86 | -6.6% | -$8.70万 | 减仓 |
| BA | BOEING CO | $122.06万 | 0.11% | 5,639 | 824 | 17.1% | $17.84万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $121.85万 | 0.11% | 30,709 | -657 | -2.1% | -$2.61万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $115.10万 | 0.11% | 8,112 | -297 | -3.5% | -$4.21万 | 减仓 |
| MCD | MCDONALDS CORP | $114.32万 | 0.10% | 4,229 | -185 | -4.2% | -$5.00万 | 减仓 |
| O | REALTY INCOME CORP | $112.99万 | 0.10% | 18,236 | 656 | 3.7% | $4.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $111.13万 | 0.10% | 2,263 | 225 | 11.0% | $11.05万 | 加仓 |
| VDE | VANGUARD WORLD FD | $110.80万 | 0.10% | 7,380 | -64 | -0.9% | -$9,609 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $109.66万 | 0.10% | 2,296 | 621 | 37.1% | $29.66万 | 加仓 |
| C | CITIGROUP INC | $109.54万 | 0.10% | 7,826 | -51 | -0.6% | -$7,138 | 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 |
| T | AT&T INC | $104.48万 | 0.10% | 50,473 | -545 | -1.1% | -$1.13万 | 减仓 |
| CCI | CROWN CASTLE INC | $104.12万 | 0.10% | 13,748 | 1,730 | 14.4% | $13.10万 | 加仓 |
| AGOX | STARBOARD INVT TR | $102.22万 | 0.09% | 29,492 | -1,636 | -5.3% | -$5.67万 | 减仓 |
| PEP | PEPSICO INC | $102.08万 | 0.09% | 7,539 | -502 | -6.2% | -$6.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $99.04万 | 0.09% | 10,914 | -217 | -1.9% | -$1.97万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $98.13万 | 0.09% | 1,926 | -48 | -2.4% | -$2.45万 | 减仓 |
| SDIV | GLOBAL X FDS | $97.25万 | 0.09% | 39,790 | -798 | -2.0% | -$1.95万 | 减仓 |
| CALF | PACER FDS TR | $93.35万 | 0.09% | 18,444 | -749 | -3.9% | -$3.79万 | 减仓 |
| CME | CME GROUP INC | $92.34万 | 0.08% | 4,182 | 14 | 0.3% | $3,091 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $90.62万 | 0.08% | 8,430 | -37 | -0.4% | -$3,977 | 减仓 |
| VLO | VALERO ENERGY CORP | $90.15万 | 0.08% | 3,462 | -5 | -0.1% | -$1,302 | 减仓 |
| ORCL | ORACLE CORP | $89.94万 | 0.08% | 6,137 | -198 | -3.1% | -$2.90万 | 减仓 |
| WMT | WALMART INC | $89.06万 | 0.08% | 7,863 | 37 | 0.5% | $4,191 | 加仓 |
| CASY | CASEYS GEN STORES INC | $87.51万 | 0.08% | 1,101 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.76万 | 0.08% | 3,085 | 53 | 1.7% | $1.49万 | 加仓 |
| AGGY | WISDOMTREE TR | $86.53万 | 0.08% | 19,900 | 278 | 1.4% | $1.21万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $85.80万 | 0.08% | 3,831 | 683 | 21.7% | $15.30万 | 加仓 |
| NVS | NOVARTIS AG | $85.10万 | 0.08% | 5,430 | -408 | -7.0% | -$6.39万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $82.94万 | 0.08% | 62,742 | -1,868 | -2.9% | -$2.47万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $81.31万 | 0.07% | 16,143 | 16,143 | — | $81.31万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $80.88万 | 0.07% | 19,256 | -1,269 | -6.2% | -$5.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $80.17万 | 0.07% | 11,111 | 2,094 | 23.2% | $15.11万 | 加仓 |
| SPGI | S&P GLOBAL INC | $78.87万 | 0.07% | 1,937 | 332 | 20.7% | $13.52万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $78.78万 | 0.07% | 47,175 | -977 | -2.0% | -$1.63万 | 减仓 |
| DIS | DISNEY WALT CO | $78.12万 | 0.07% | 8,116 | 850 | 11.7% | $8.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.33万 | 0.07% | 1,314 | -165 | -11.2% | -$9.58万 | 减仓 |
| — | DBX ETF TR | $76.21万 | 0.07% | 19,546 | -1,274 | -6.1% | -$4.97万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $75.98万 | 0.07% | 13,128 | 13,128 | — | $75.98万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $75.83万 | 0.07% | 43,014 | -3,757 | -8.0% | -$6.62万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $75.70万 | 0.07% | 3,048 | -290 | -8.7% | -$7.20万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $74.76万 | 0.07% | 10,992 | -773 | -6.6% | -$5.26万 | 重新持有 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $73.32万 | 0.07% | 18,671 | -2,513 | -11.9% | -$9.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $73.30万 | 0.07% | 2,459 | -283 | -10.3% | -$8.44万 | 减仓 |
| MET | METLIFE INC | $72.98万 | 0.07% | 8,626 | -418 | -4.6% | -$3.54万 | 减仓 |
| IWF | ISHARES TR | $72.96万 | 0.07% | 5,876 | -192 | -3.2% | -$2.38万 | 减仓 |
| ETN | EATON CORP PLC | $70.28万 | 0.06% | 1,649 | -143 | -8.0% | -$6.09万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $69.69万 | 0.06% | 16,830 | 280 | 1.7% | $1.16万 | 加仓 |
| GWW | WW GRAINGER INC | $69.53万 | 0.06% | 511 | 319 | 166.1% | $43.40万 | 加仓 |
| — | EXXON MOBIL CORP | $68.56万 | 0.06% | 5,015 | 230 | 4.8% | $3.14万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $67.88万 | 0.06% | 19,578 | 5,326 | 37.4% | $18.47万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $67.68万 | 0.06% | 7,382 | -350 | -4.5% | -$3.21万 | 减仓 |
| EMR | EMERSON ELEC CO | $66.23万 | 0.06% | 4,627 | -273 | -5.6% | -$3.91万 | 减仓 |
| ANGL | VANECK ETF TRUST | $65.80万 | 0.06% | 22,502 | 2,436 | 12.1% | $7.12万 | 加仓 |
| SO | SOUTHERN CO | $62.81万 | 0.06% | 6,563 | -402 | -5.8% | -$3.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.26万 | 0.06% | 7,228 | 1,162 | 19.2% | $10.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $61.84万 | 0.06% | 8,594 | -458 | -5.1% | -$3.30万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $61.14万 | 0.06% | 21,075 | -182 | -0.9% | -$5,280 | 减仓 |
| V | VISA INC | $60.59万 | 0.06% | 1,766 | 69 | 4.1% | $2.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $59.61万 | 0.05% | 3,129 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $59.01万 | 0.05% | 3,610 | -207 | -5.4% | -$3.38万 | 减仓 |
| LLY | ELI LILLY & CO | $56.73万 | 0.05% | 473 | 13 | 2.8% | $1.56万 | 加仓 |
| MRK | MERCK & CO INC | $56.42万 | 0.05% | 4,391 | -65 | -1.5% | -$8,352 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.99万 | 0.05% | 13,225 | -609 | -4.4% | -$2.58万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.02万 | 0.05% | 1,997 | 18 | 0.9% | $4,869 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $50.69万 | 0.05% | 10,119 | -504 | -4.7% | -$2.52万 | 减仓 |
| GLD | SPDR GOLD TR | $50.58万 | 0.05% | 1,373 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $50.45万 | 0.05% | 4,674 | -459 | -8.9% | -$4.95万 | 减仓 |
| SLV | ISHARES SILVER TR | $50.42万 | 0.05% | 9,429 | -21 | -0.2% | -$1,123 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $50.39万 | 0.05% | 10,122 | 864 | 9.3% | $4.30万 | 加仓 |
| RTX | RTX CORPORATION | $50.20万 | 0.05% | 2,646 | 41 | 1.6% | $7,779 | 加仓 |
| IEFA | ISHARES TR | $49.07万 | 0.04% | 5,081 | 55 | 1.1% | $5,312 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $47.37万 | 0.04% | 3,044 | 3,044 | — | $47.37万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.41万 | 0.04% | 3,770 | 572 | 17.9% | $7.04万 | 加仓 |
| PII | POLARIS INC | $45.21万 | 0.04% | 6,605 | -512 | -7.2% | -$3.50万 | 减仓 |
| MMM | 3M CO | $42.85万 | 0.04% | 2,647 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $42.42万 | 0.04% | 9,256 | -992 | -9.7% | -$4.55万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $41.62万 | 0.04% | 27,805 | 8,481 | 43.9% | $12.70万 | 加仓 |
| INTC | INTEL CORP | $41.24万 | 0.04% | 2,954 | 2,954 | — | $41.24万 | 新建仓 |
| EXC | EXELON CORP | $41.17万 | 0.04% | 8,831 | 6 | 0.1% | $280 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.16万 | 0.04% | 788 | 151 | 23.7% | $7.89万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.98万 | 0.04% | 2,537 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $40.97万 | 0.04% | 2,050 | -4,097 | -66.7% | -$81.87万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.79万 | 0.04% | 1,724 | -22 | -1.3% | -$5,205 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $39.37万 | 0.04% | 2,314 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $39.06万 | 0.04% | 3,326 | -7 | -0.2% | -$822 | 减仓 |
| ASML | ASML HLDG NV | $38.82万 | 0.04% | 195 | 5 | 2.6% | $9,955 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $36.14万 | 0.03% | 3,292 | -15 | -0.5% | -$1,647 | 减仓 |
| MDT | MEDTRONIC PLC | $35.85万 | 0.03% | 4,583 | -452 | -9.0% | -$3.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.21万 | 0.03% | 1,655 | 1,655 | — | $35.21万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $35.02万 | 0.03% | 1,474 | 3 | 0.2% | $713 | 加仓 |