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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.20亿 | 13.04% | 201,197 | 39,930 | 24.8% | $2,386.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,966.83万 | 4.30% | 68,728 | 3,934 | 6.1% | $227.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,777.71万 | 4.10% | 192,544 | 11,859 | 6.6% | $232.67万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $3,559.12万 | 3.86% | 580,418 | 51,982 | 9.8% | $318.75万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,475.76万 | 3.77% | 1,029,244 | -39,597 | -3.7% | -$133.72万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,575.56万 | 2.79% | 538,595 | -2,070 | -0.4% | -$9.90万 | 减仓 |
| IUSG | ISHARES TR | $2,101.82万 | 2.28% | 135,505 | 22,035 | 19.4% | $341.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,867.36万 | 2.02% | 58,208 | -943 | -1.6% | -$30.25万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,838.67万 | 1.99% | 64,025 | 8,392 | 15.1% | $241.00万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,600.41万 | 1.74% | 357,873 | 22,470 | 6.7% | $100.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,599.35万 | 1.73% | 249,586 | 21,762 | 9.6% | $139.45万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,575.39万 | 1.71% | 303,923 | 39,839 | 15.1% | $206.51万 | 加仓 |
| AAPL | APPLE INC | $1,539.75万 | 1.67% | 60,670 | 12,331 | 25.5% | $312.95万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,493.35万 | 1.62% | 327,345 | 50,642 | 18.3% | $231.03万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,435.89万 | 1.56% | 442,767 | -59,703 | -11.9% | -$193.62万 | 减仓 |
| IVV | ISHARES TR | $1,415.89万 | 1.54% | 21,676 | -10,387 | -32.4% | -$678.48万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,392.40万 | 1.51% | 274,094 | -29,360 | -9.7% | -$149.15万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,262.58万 | 1.37% | 130,566 | -3,352 | -2.5% | -$32.41万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,253.13万 | 1.36% | 141,661 | -18,952 | -11.8% | -$167.65万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $1,226.82万 | 1.33% | 552,122 | -79,469 | -12.6% | -$176.58万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,111.41万 | 1.21% | 276,883 | -5,260 | -1.9% | -$21.11万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,027.25万 | 1.11% | 191,045 | -4,172 | -2.1% | -$22.43万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $978.63万 | 1.06% | 193,368 | -25,550 | -11.7% | -$129.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $975.79万 | 1.06% | 65,888 | -1,729 | -2.6% | -$25.61万 | 减仓 |
| VPU | VANGUARD WORLD FD | $961.78万 | 1.04% | 48,541 | -2,796 | -5.4% | -$55.40万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $921.40万 | 1.00% | 44,288 | -7,660 | -14.7% | -$159.36万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $875.97万 | 0.95% | 110,505 | -1,774 | -1.6% | -$14.06万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $861.45万 | 0.93% | 87,984 | -58,331 | -39.9% | -$571.12万 | 减仓 |
| DON | WISDOMTREE TR | $849.31万 | 0.92% | 161,651 | -43,257 | -21.1% | -$227.27万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $826.22万 | 0.90% | 59,733 | 59,733 | — | $826.22万 | 新建仓 |
| IGIB | ISHARES TR | $825.39万 | 0.89% | 155,091 | -2,082 | -1.3% | -$11.08万 | 减仓 |
| — | ISHARES TR | $814.98万 | 0.88% | 156,366 | 156,366 | — | $814.98万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $814.61万 | 0.88% | 107,596 | 107,596 | — | $814.61万 | 新建仓 |
| IOO | ISHARES TR | $810.91万 | 0.88% | 67,034 | 67,034 | — | $810.91万 | 新建仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $808.02万 | 0.88% | 222,718 | 222,718 | — | $808.02万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $792.79万 | 0.86% | 45,458 | 8 | 0.0% | $1,395 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $780.35万 | 0.85% | 103,907 | -23,942 | -18.7% | -$179.81万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $747.18万 | 0.81% | 132,057 | -73,494 | -35.8% | -$415.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $738.42万 | 0.80% | 240,684 | -14,897 | -5.8% | -$45.70万 | 减仓 |
| NOBL | PROSHARES TR | $710.90万 | 0.77% | 67,060 | 446 | 0.7% | $4.73万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $631.01万 | 0.68% | 254,748 | -58,975 | -18.8% | -$146.08万 | 减仓 |
| AVGO | BROADCOM INC | $582.75万 | 0.63% | 18,828 | 12,939 | 219.7% | $400.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $578.49万 | 0.63% | 19,666 | -685 | -3.4% | -$20.15万 | 减仓 |
| IWR | ISHARES TR | $571.23万 | 0.62% | 58,751 | -35,451 | -37.6% | -$344.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $547.67万 | 0.59% | 8,421 | -426 | -4.8% | -$27.71万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $490.97万 | 0.53% | 124,360 | -45,040 | -26.6% | -$177.82万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $458.03万 | 0.50% | 47,732 | -32,911 | -40.8% | -$315.81万 | 减仓 |
| GOOGL | ALPHABET INC | $444.26万 | 0.48% | 15,449 | -471 | -3.0% | -$13.54万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $440.07万 | 0.48% | 64,451 | -6,001 | -8.5% | -$40.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $424.60万 | 0.46% | 16,211 | 15,066 | 1,315.8% | $394.61万 | 重新持有 |
| DGRO | ISHARES TR | $422.33万 | 0.46% | 60,178 | -2,661 | -4.2% | -$18.67万 | 减仓 |
| AMZN | AMAZON COM INC | $417.42万 | 0.45% | 20,042 | -446 | -2.2% | -$9.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $412.57万 | 0.45% | 11,145 | -460 | -4.0% | -$17.03万 | 减仓 |
| IWM | ISHARES TR | $348.52万 | 0.38% | 14,053 | -10,041 | -41.7% | -$249.02万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $322.11万 | 0.35% | 37,625 | 37,625 | — | $322.11万 | 新建仓 |
| FLRT | PACER FDS TR | $321.88万 | 0.35% | 69,506 | 69,506 | — | $321.88万 | 新建仓 |
| PFXF | VANECK ETF TRUST | $315.54万 | 0.34% | 179,898 | 179,898 | — | $315.54万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $305.84万 | 0.33% | 122,165 | -808 | -0.7% | -$2.02万 | 减仓 |
| USHY | ISHARES TR | $305.13万 | 0.33% | 82,826 | -2,517 | -2.9% | -$9.27万 | 减仓 |
| TSLA | TESLA INC | $300.84万 | 0.33% | 8,093 | 110 | 1.4% | $4.09万 | 加仓 |
| CAT | CATERPILLAR INC | $286.44万 | 0.31% | 4,043 | -337 | -7.7% | -$23.88万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $282.66万 | 0.31% | 49,870 | -952 | -1.9% | -$5.40万 | 减仓 |
| QHY | WISDOMTREE TR | $272.96万 | 0.30% | 59,939 | -27,673 | -31.6% | -$126.02万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $271.89万 | 0.29% | 28,140 | -19,379 | -40.8% | -$187.24万 | 减仓 |
| HDV | ISHARES TR | $268.89万 | 0.29% | 19,812 | -537 | -2.6% | -$7.29万 | 减仓 |
| VGT | VANGUARD WORLD FD | $267.98万 | 0.29% | 3,841 | -218 | -5.4% | -$15.21万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $257.20万 | 0.28% | 112,072 | -5,471 | -4.7% | -$12.56万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $256.73万 | 0.28% | 97,617 | 97,617 | — | $256.73万 | 新建仓 |
| IXUS | ISHARES TR | $256.12万 | 0.28% | 29,561 | -39,160 | -57.0% | -$339.28万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $255.95万 | 0.28% | 295,555 | 295,555 | — | $255.95万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $254.16万 | 0.28% | 45,778 | -309 | -0.7% | -$1.72万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $247.56万 | 0.27% | 75,131 | -3,511 | -4.5% | -$11.57万 | 减仓 |
| META | META PLATFORMS INC | $240.69万 | 0.26% | 4,207 | -42 | -1.0% | -$2.40万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $219.42万 | 0.24% | 45,046 | -24,222 | -35.0% | -$117.99万 | 减仓 |
| ABBV | ABBVIE INC | $213.10万 | 0.23% | 9,798 | 748 | 8.3% | $16.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $208.55万 | 0.23% | 4,174 | -236 | -5.4% | -$11.79万 | 减仓 |
| SMLF | ISHARES TR | $204.82万 | 0.22% | 27,133 | 27,133 | — | $204.82万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $195.22万 | 0.21% | 32,471 | -1,425 | -4.2% | -$8.57万 | 减仓 |
| BAC | BANK AMERICA CORP | $185.90万 | 0.20% | 38,133 | -4,790 | -11.2% | -$23.35万 | 减仓 |
| — | NUSHARES ETF TR | $185.22万 | 0.20% | 51,492 | -1,935 | -3.6% | -$6.96万 | 减仓 |
| ISTB | ISHARES TR | $183.94万 | 0.20% | 37,958 | -445 | -1.2% | -$2.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.75万 | 0.20% | 3,835 | -93 | -2.4% | -$4.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $178.65万 | 0.19% | 5,288 | -1,283 | -19.5% | -$43.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $178.18万 | 0.19% | 16,129 | -10,724 | -39.9% | -$118.47万 | 减仓 |
| EMB | ISHARES TR | $176.79万 | 0.19% | 18,821 | -830 | -4.2% | -$7.80万 | 减仓 |
| DTH | WISDOMTREE TR | $165.02万 | 0.18% | 30,508 | -28,107 | -48.0% | -$152.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $161.28万 | 0.17% | 4,719 | -173 | -3.5% | -$5.91万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $160.84万 | 0.17% | 37,809 | -1,656 | -4.2% | -$7.04万 | 减仓 |
| NFLX | NETFLIX INC. | $154.05万 | 0.17% | 16,022 | 573 | 3.7% | $5.51万 | 加仓 |
| GOOG | ALPHABET INC | $151.78万 | 0.16% | 5,291 | -394 | -6.9% | -$11.30万 | 减仓 |
| IJR | ISHARES TR | $148.59万 | 0.16% | 11,953 | -11,197 | -48.4% | -$139.19万 | 减仓 |
| T | AT&T INC | $147.90万 | 0.16% | 51,018 | 251 | 0.5% | $7,276 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.02万 | 0.16% | 1,465 | 72 | 5.2% | $7.18万 | 加仓 |
| ILTB | ISHARES TR | $145.99万 | 0.16% | 29,807 | -5,241 | -15.0% | -$25.67万 | 减仓 |
| ARTY | ISHARES TR | $144.28万 | 0.16% | 31,008 | -1,532 | -4.7% | -$7.13万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $141.47万 | 0.15% | 39,070 | -1,885 | -4.6% | -$6.83万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $139.44万 | 0.15% | 22,246 | -734 | -3.2% | -$4.60万 | 减仓 |
| MCD | MCDONALDS CORP | $137.18万 | 0.15% | 4,414 | -209 | -4.5% | -$6.50万 | 减仓 |
| HD | HOME DEPOT INC | $130.45万 | 0.14% | 3,966 | -467 | -10.5% | -$15.36万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $129.40万 | 0.14% | 48,629 | 48,629 | — | $129.40万 | 新建仓 |