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 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | $27.62万 | 0.03% | 4,582 | -1,111 | -19.5% | -$6.70万 | 减仓 |
| IWB | ISHARES TR | $27.28万 | 0.03% | 765 | 15 | 2.0% | $5,350 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $26.98万 | 0.03% | 6,189 | -535 | -8.0% | -$2.33万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.22万 | 0.03% | 6,274 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $25.11万 | 0.03% | 190 | -9 | -4.5% | -$1.19万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $24.98万 | 0.03% | 9,998 | 9,998 | — | $24.98万 | 新建仓 |
| TTD | THE TRADE DESK INC | $24.21万 | 0.03% | 10,670 | 1,078 | 11.2% | $2.45万 | 加仓 |
| ALL | ALLSTATE CORP | $23.58万 | 0.03% | 1,137 | 4 | 0.4% | $829 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.33万 | 0.03% | 771 | -42 | -5.2% | -$1.27万 | 减仓 |
| FLOT | ISHARES TR | $22.32万 | 0.02% | 4,381 | 4,381 | — | $22.32万 | 新建仓 |
| TIP | ISHARES TR | $22.03万 | 0.02% | 1,996 | -3 | -0.2% | -$331 | 减仓 |
| USFR | WISDOMTREE TR | $21.83万 | 0.02% | 4,337 | -831 | -16.1% | -$4.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.56万 | 0.02% | 1,474 | 232 | 18.7% | $3.39万 | 加仓 |
| LOW | LOWES COS INC | $21.52万 | 0.02% | 911 | 13 | 1.4% | $3,071 | 加仓 |
| SUB | ISHARES TR | $21.34万 | 0.02% | 2,004 | 6 | 0.3% | $639 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $21.33万 | 0.02% | 1,290 | 1,290 | — | $21.33万 | 新建仓 |
| ADSK | AUTODESK INC | $21.19万 | 0.02% | 885 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.10万 | 0.02% | 2,774 | 2,774 | — | $21.10万 | 新建仓 |
| GWW | WW GRAINGER INC | $20.95万 | 0.02% | 192 | 192 | — | $20.95万 | 新建仓 |
| — | DIGITAL BRANDS GROUP INC | $20.77万 | 0.02% | 115,370 | 70,581 | 157.6% | $12.70万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $20.60万 | 0.02% | 1,129 | -435 | -27.8% | -$7.94万 | 减仓 |
| BP | BP PLC | $20.57万 | 0.02% | 4,376 | 4,376 | — | $20.57万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $11.67万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | SKYLINE BLDRS GROUP HLDG LTD | $9.42万 | 0.01% | 30,487 | 30,487 | — | $9.42万 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $7.10万 | 0.01% | 24,163 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.31万 | 0.01% | 11,459 | 188 | 1.7% | $870 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $5.25万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $3.30万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14,581 | -100.0% | -$86.44万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -4,276 | -100.0% | -$67.43万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -4,866 | -100.0% | -$40.30万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,230 | -100.0% | -$30.86万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,480 | -100.0% | -$28.98万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -4,373 | -100.0% | -$28.65万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -926 | -100.0% | -$28.52万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -4,979 | -100.0% | -$26.18万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -3,429 | -100.0% | -$24.61万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -3,202 | -100.0% | -$23.53万 | 清仓 |