Goldenstone Wealth Management LLC
EL DORADO HILLS CA · SEC CIK 0002109094
$1.37亿2026Q1 申报市值
89持仓数
55.6%前十大占比 · 第一大 11.0%
8 / 2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
JAJL 新建仓+$178.81万
BUFR 加仓+$112.55万
INNOVATOR ETFS T 新建仓+$78.28万
USFR 加仓+$69.54万
INNOVATOR ETFS T 加仓+$51.89万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$23.85万
BKNG 清仓-$22.27万
XLC 清仓-$20.57万
INNOVATOR ETFS T 减仓-$14.85万
SDVY 减仓-$14.30万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $1,518.15万 | 11.04% | 301,578 | 13,815 | 4.8% | $69.54万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,424.31万 | 10.36% | 760,705 | -12,740 | -1.6% | -$23.85万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,393.85万 | 10.14% | 412,747 | 33,327 | 8.8% | $112.55万 | 加仓 |
| AAPL | APPLE INC | $669.91万 | 4.87% | 26,396 | 25 | 0.1% | $6,345 | 加仓 |
| MSFT | MICROSOFT CORP | $615.51万 | 4.48% | 16,628 | 775 | 4.9% | $28.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $543.79万 | 3.96% | 31,180 | 469 | 1.5% | $8.18万 | 加仓 |
| GOOG | ALPHABET INC | $426.23万 | 3.10% | 14,858 | 183 | 1.2% | $5.25万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $408.76万 | 2.97% | 155,554 | 12,555 | 8.8% | $32.99万 | 加仓 |
| AMZN | AMAZON COM INC | $327.48万 | 2.38% | 15,724 | 652 | 4.3% | $13.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $313.56万 | 2.28% | 9,174 | 10 | 0.1% | $3,418 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $307.27万 | 2.24% | 86,997 | -3,550 | -3.9% | -$12.54万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $299.21万 | 2.18% | 75,884 | -3,626 | -4.6% | -$14.30万 | 减仓 |
| ASML | ASML HLDG NV | $264.08万 | 1.92% | 1,999 | 1 | 0.1% | $1,321 | 加仓 |
| META | META PLATFORMS INC | $259.52万 | 1.89% | 4,536 | 81 | 1.8% | $4.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $222.06万 | 1.62% | 10,393 | 2,399 | 30.0% | $51.26万 | 加仓 |
| AVGO | BROADCOM INC | $205.33万 | 1.49% | 6,634 | 285 | 4.5% | $8.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $181.13万 | 1.32% | 8,904 | 252 | 2.9% | $5.13万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $178.81万 | 1.30% | 61,510 | 61,510 | — | $178.81万 | 新建仓 |
| NFLX | NETFLIX INC. | $176.39万 | 1.28% | 18,345 | 1,949 | 11.9% | $18.74万 | 加仓 |
| EMXC | ISHARES INC | $172.61万 | 1.26% | 21,944 | 214 | 1.0% | $1.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.56万 | 1.23% | 6,229 | 8 | 0.1% | $2,165 | 加仓 |
| — | INNOVATOR ETFS TRUST | $159.49万 | 1.16% | 57,245 | -5,330 | -8.5% | -$14.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $146.34万 | 1.06% | 5,987 | -37 | -0.6% | -$9,044 | 减仓 |
| TSLA | TESLA INC | $143.57万 | 1.04% | 3,862 | 83 | 2.2% | $3.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.07万 | 1.02% | 4,762 | 79 | 1.7% | $2.32万 | 加仓 |
| WMT | WALMART INC | $137.88万 | 1.00% | 11,094 | -43 | -0.4% | -$5,344 | 减仓 |
| IVV | ISHARES TR | $128.57万 | 0.94% | 1,968 | 4 | 0.2% | $2,613 | 加仓 |
| CAT | CATERPILLAR INC | $114.70万 | 0.83% | 1,619 | -62 | -3.7% | -$4.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.67万 | 0.73% | 2,080 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $96.06万 | 0.70% | 964 | 8 | 0.8% | $7,971 | 加仓 |
| HD | HOME DEPOT INC | $84.94万 | 0.62% | 2,583 | 30 | 1.2% | $9,866 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.89万 | 0.60% | 980 | -8 | -0.8% | -$6,767 | 减仓 |
| V | VISA INC | $82.61万 | 0.60% | 2,733 | 154 | 6.0% | $4.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $78.28万 | 0.57% | 41,700 | 41,700 | — | $78.28万 | 新建仓 |
| NKE | NIKE INC | $75.61万 | 0.55% | 14,314 | 4 | 0.0% | $211 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $75.07万 | 0.55% | 14,060 | -120 | -0.8% | -$6,407 | 减仓 |
| MS | MORGAN STANLEY | $74.57万 | 0.54% | 4,531 | 70 | 1.6% | $1.15万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $74.18万 | 0.54% | 2,850 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $73.16万 | 0.53% | 29,172 | 20,692 | 244.0% | $51.89万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $71.77万 | 0.52% | 13,115 | -50 | -0.4% | -$2,736 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.67万 | 0.49% | 1,354 | 76 | 5.9% | $3.80万 | 加仓 |
| CSX | CSX CORP | $58.18万 | 0.42% | 14,172 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.64万 | 0.42% | 1,706 | -20 | -1.2% | -$6,757 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $56.85万 | 0.41% | 2,269 | 4 | 0.2% | $1,002 | 加仓 |
| — | EXXON MOBIL CORP | $56.65万 | 0.41% | 3,339 | 10 | 0.3% | $1,697 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.02万 | 0.37% | 884 | 2 | 0.2% | $1,154 | 加仓 |
| ESGV | VANGUARD WORLD FD | $50.58万 | 0.37% | 4,505 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $49.97万 | 0.36% | 520 | 17 | 3.4% | $1.63万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.60万 | 0.36% | 1,266 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $47.88万 | 0.35% | 11,736 | 409 | 3.6% | $1.67万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $47.86万 | 0.35% | 9,870 | -150 | -1.5% | -$7,273 | 减仓 |
| — | WISDOMTREE TR | $41.55万 | 0.30% | 13,301 | 8 | 0.1% | $250 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.41万 | 0.29% | 4,079 | 164 | 4.2% | $1.62万 | 加仓 |
| LOW | LOWES COS INC | $40.36万 | 0.29% | 1,708 | 11 | 0.6% | $2,599 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $39.81万 | 0.29% | 2,295 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $39.10万 | 0.28% | 3,886 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $39.02万 | 0.28% | 11,224 | 425 | 3.9% | $1.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.75万 | 0.27% | 967 | 138 | 16.6% | $5.39万 | 加仓 |
| DIS | DISNEY WALT CO | $37.51万 | 0.27% | 3,892 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $37.32万 | 0.27% | 1,804 | 11 | 0.6% | $2,275 | 加仓 |
| IWR | ISHARES TR | $36.11万 | 0.26% | 3,714 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.93万 | 0.26% | 1,652 | 3 | 0.2% | $652 | 加仓 |
| BOXX | EA SERIES TRUST | $35.76万 | 0.26% | 3,075 | 3,075 | — | $35.76万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $34.06万 | 0.25% | 1,433 | 1 | 0.1% | $238 | 加仓 |
| VXUS | VANGUARD STAR FDS | $31.66万 | 0.23% | 4,106 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $31.18万 | 0.23% | 787 | 67 | 9.3% | $2.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.05万 | 0.23% | 1,618 | 26 | 1.6% | $4,990 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $30.10万 | 0.22% | 10,750 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $29.69万 | 0.22% | 202 | 14 | 7.4% | $2.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.28万 | 0.21% | 484 | -61 | -11.2% | -$3.69万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.95万 | 0.21% | 1,425 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $26.78万 | 0.19% | 5,494 | -165 | -2.9% | -$8,044 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $26.59万 | 0.19% | 11,587 | 11,587 | — | $26.59万 | 新建仓 |
| ITOT | ISHARES TR | $26.51万 | 0.19% | 1,861 | 3 | 0.2% | $427 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.05万 | 0.19% | 1,342 | 67 | 5.3% | $1.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $25.59万 | 0.19% | 1,048 | 1,048 | — | $25.59万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $25.33万 | 0.18% | 1,674 | 1,674 | — | $25.33万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.88万 | 0.18% | 285 | -23 | -7.5% | -$2.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.11万 | 0.18% | 1,250 | 28 | 2.3% | $5,401 | 加仓 |
| NLR | VANECK ETF TRUST | $23.35万 | 0.17% | 1,753 | 1,753 | — | $23.35万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.27万 | 0.17% | 809 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $23.22万 | 0.17% | 1,339 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $23.05万 | 0.17% | 1,335 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.65万 | 0.16% | 798 | -45 | -5.3% | -$1.28万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.97万 | 0.16% | 1,329 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.84万 | 0.16% | 3,933 | 40 | 1.0% | $2,221 | 加仓 |
| VST | VISTRA CORP | $20.51万 | 0.15% | 1,365 | 1,365 | — | $20.51万 | 新建仓 |
| BX | BLACKSTONE INC | $20.46万 | 0.15% | 1,779 | -95 | -5.1% | -$1.09万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -42 | -100.0% | -$22.27万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,748 | -100.0% | -$20.57万 | 清仓 |