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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $34.76万 | 0.03% | 960 | 8 | 0.8% | $2,897 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.45万 | 0.03% | 830 | -2 | -0.2% | -$830 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.72万 | 0.03% | 1,288 | 90 | 7.5% | $2.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.61万 | 0.03% | 1,847 | 21 | 1.2% | $3,481 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $29.94万 | 0.03% | 5,930 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $29.61万 | 0.03% | 6,274 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $29.58万 | 0.03% | 4,313 | -269 | -5.9% | -$1.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $28.69万 | 0.03% | 437 | 437 | — | $28.69万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.59万 | 0.03% | 3,344 | 3,344 | — | $28.59万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $28.32万 | 0.03% | 653 | 653 | — | $28.32万 | 新建仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $28.11万 | 0.03% | 10,991 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.49万 | 0.03% | 1,520 | 230 | 17.8% | $4.16万 | 加仓 |
| ALL | ALLSTATE CORP | $27.19万 | 0.02% | 1,143 | 6 | 0.5% | $1,427 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.15万 | 0.02% | 2,182 | -67 | -3.0% | -$8,338 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $26.90万 | 0.02% | 6,169 | -20 | -0.3% | -$872 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $26.84万 | 0.02% | 793 | 22 | 2.9% | $7,446 | 加仓 |
| SJNK | SPDR SERIES TRUST | $24.90万 | 0.02% | 9,949 | -49 | -0.5% | -$1,226 | 减仓 |
| CLS | CELESTICA INC | $24.81万 | 0.02% | 680 | 680 | — | $24.81万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $24.50万 | 0.02% | 1,001 | 1,001 | — | $24.50万 | 新建仓 |
| TTD | THE TRADE DESK INC | $24.01万 | 0.02% | 13,280 | 2,610 | 24.5% | $4.72万 | 加仓 |
| FRDM | EA SERIES TRUST | $23.82万 | 0.02% | 3,267 | 3,267 | — | $23.82万 | 新建仓 |
| SNDK | SANDISK CORP | $23.65万 | 0.02% | 104 | 104 | — | $23.65万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $23.58万 | 0.02% | 1,380 | 1,380 | — | $23.58万 | 新建仓 |
| FDX | FEDEX CORP | $22.77万 | 0.02% | 727 | 727 | — | $22.77万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $22.57万 | 0.02% | 1,125 | -4 | -0.4% | -$803 | 减仓 |
| KO | COCA COLA CO | $22.40万 | 0.02% | 2,756 | -18 | -0.6% | -$1,463 | 减仓 |
| IEMG | ISHARES INC | $22.11万 | 0.02% | 2,669 | 2,669 | — | $22.11万 | 新建仓 |
| FLOT | ISHARES TR | $22.07万 | 0.02% | 4,323 | -58 | -1.3% | -$2,961 | 减仓 |
| IWB | ISHARES TR | $22.04万 | 0.02% | 538 | -227 | -29.7% | -$9.30万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.91万 | 0.02% | 261 | 261 | — | $21.91万 | 新建仓 |
| TIP | ISHARES TR | $21.83万 | 0.02% | 1,995 | -1 | -0.1% | -$109 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.68万 | 0.02% | 2,953 | 2,953 | — | $21.68万 | 新建仓 |
| SUB | ISHARES TR | $21.27万 | 0.02% | 1,998 | -6 | -0.3% | -$639 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.73万 | 0.02% | 2,509 | 2,509 | — | $20.73万 | 新建仓 |
| MTUM | ISHARES TR | $20.67万 | 0.02% | 603 | 603 | — | $20.67万 | 新建仓 |
| IWD | ISHARES TR | $20.41万 | 0.02% | 842 | 842 | — | $20.41万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $20.41万 | 0.02% | 103 | 103 | — | $20.41万 | 新建仓 |
| — | DIGITAL BRANDS GROUP INC | $10.01万 | 0.01% | 132,913 | 17,543 | 15.2% | $1.32万 | 加仓 |
| — | SKYLINE BLDRS GROUP HLDG LTD | $9.42万 | 0.01% | 30,487 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $5.63万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.39万 | 0.00% | 11,671 | 212 | 1.9% | $979 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $9,538 | 0.00% | 500 | 500 | — | $9,538 | 新建仓 |
| — | 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 |