Goldenstone Wealth Management LLC
EL DORADO HILLS CA · SEC CIK 0002109094
$1.53亿2026Q2 申报市值
76持仓数
53.4%前十大占比 · 第一大 11.1%
3 / 17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
ACYN 新建仓+$427.67万
BUFR 加仓+$183.79万
BOXX 加仓+$118.72万
IVV 加仓+$61.93万
MSFT 加仓+$45.81万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$778.61万
UNH 减仓-$214.01万
JAJL 清仓-$178.81万
BRK/B 清仓-$99.67万
NKE 清仓-$75.61万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,691.55万 | 11.06% | 463,059 | 50,312 | 12.2% | $183.79万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,499.46万 | 9.81% | 735,350 | -25,355 | -3.3% | -$51.70万 | 减仓 |
| AAPL | APPLE INC | $782.77万 | 5.12% | 27,052 | 656 | 2.5% | $18.98万 | 加仓 |
| USFR | WISDOMTREE TR | $739.84万 | 4.84% | 146,939 | -154,639 | -51.3% | -$778.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $666.07万 | 4.36% | 17,856 | 1,228 | 7.4% | $45.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $664.80万 | 4.35% | 9,195 | 21 | 0.2% | $1.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $640.20万 | 4.19% | 31,996 | 816 | 2.6% | $16.33万 | 加仓 |
| GOOG | ALPHABET INC | $528.22万 | 3.46% | 14,950 | 92 | 0.6% | $3.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $511.10万 | 3.34% | 8,798 | -106 | -1.2% | -$6.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $441.14万 | 2.89% | 10,180 | -213 | -2.0% | -$9.23万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $427.67万 | 2.80% | 205,707 | 205,707 | — | $427.67万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $423.84万 | 2.77% | 151,750 | -3,804 | -2.4% | -$10.62万 | 减仓 |
| ASML | ASML HLDG NV | $399.36万 | 2.61% | 2,007 | 8 | 0.4% | $1.59万 | 加仓 |
| AMZN | AMAZON COM INC | $389.48万 | 2.55% | 16,341 | 617 | 3.9% | $14.71万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $318.31万 | 2.08% | 81,056 | -5,941 | -6.8% | -$23.33万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $315.92万 | 2.07% | 73,232 | -2,652 | -3.5% | -$11.44万 | 减仓 |
| META | META PLATFORMS INC | $278.13万 | 1.82% | 4,938 | 402 | 8.9% | $22.64万 | 加仓 |
| AVGO | BROADCOM INC | $255.31万 | 1.67% | 6,759 | 125 | 1.9% | $4.72万 | 加仓 |
| EMXC | ISHARES INC | $220.64万 | 1.44% | 21,568 | -376 | -1.7% | -$3.85万 | 减仓 |
| IVV | ISHARES TR | $209.32万 | 1.37% | 2,795 | 827 | 42.0% | $61.93万 | 加仓 |
| TSLA | TESLA INC | $173.54万 | 1.14% | 4,126 | 264 | 6.8% | $11.10万 | 加仓 |
| CAT | CATERPILLAR INC | $167.95万 | 1.10% | 1,577 | -42 | -2.6% | -$4.47万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $159.34万 | 1.04% | 50,670 | -6,575 | -11.5% | -$20.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $159.01万 | 1.04% | 4,858 | 96 | 2.0% | $3.14万 | 加仓 |
| BOXX | EA SERIES TRUST | $154.72万 | 1.01% | 13,214 | 10,139 | 329.7% | $118.72万 | 加仓 |
| NFLX | NETFLIX INC. | $144.69万 | 0.95% | 20,264 | 1,919 | 10.5% | $13.70万 | 加仓 |
| WMT | WALMART INC | $125.27万 | 0.82% | 11,060 | -34 | -0.3% | -$3,851 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $122.46万 | 0.80% | 1,269 | 3 | 0.2% | $2,895 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $121.96万 | 0.80% | 4,094 | 15 | 0.4% | $4,469 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $110.14万 | 0.72% | 4,337 | -1,650 | -27.6% | -$41.90万 | 减仓 |
| V | VISA INC | $100.19万 | 0.66% | 2,920 | 187 | 6.8% | $6.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.49万 | 0.63% | 954 | -26 | -2.7% | -$2.63万 | 减仓 |
| HD | HOME DEPOT INC | $95.13万 | 0.62% | 2,697 | 114 | 4.4% | $4.02万 | 加仓 |
| MS | MORGAN STANLEY | $92.49万 | 0.60% | 4,424 | -107 | -2.4% | -$2.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.68万 | 0.60% | 980 | 16 | 1.7% | $1.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.36万 | 0.54% | 41,700 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $81.65万 | 0.53% | 13,960 | -100 | -0.7% | -$5,849 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.65万 | 0.52% | 1,044 | 77 | 8.0% | $5.87万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $78.09万 | 0.51% | 13,115 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.70万 | 0.51% | 1,634 | -72 | -4.2% | -$3.42万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $77.03万 | 0.50% | 2,301 | 32 | 1.4% | $1.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $74.86万 | 0.49% | 1,458 | 104 | 7.7% | $5.34万 | 加仓 |
| ITOT | ISHARES TR | $73.47万 | 0.48% | 4,473 | 2,612 | 140.4% | $42.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.58万 | 0.46% | 27,734 | -1,438 | -4.9% | -$3.66万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $65.42万 | 0.43% | 27,430 | 15,843 | 136.7% | $37.79万 | 加仓 |
| KLAC | KLA CORP | $62.93万 | 0.41% | 2,086 | 66 | 3.3% | $1.99万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $60.71万 | 0.40% | 1,712 | 38 | 2.3% | $1.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $59.87万 | 0.39% | 813 | -71 | -8.0% | -$5.23万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $59.57万 | 0.39% | 4,505 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $51.58万 | 0.34% | 9,870 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $51.51万 | 0.34% | 11,803 | 579 | 5.2% | $2.53万 | 加仓 |
| BLK | BLACKROCK INC | $51.18万 | 0.33% | 532 | 12 | 2.3% | $1.15万 | 加仓 |
| EPI | WISDOMTREE TR | $49.38万 | 0.32% | 11,543 | -193 | -1.6% | -$8,256 | 减仓 |
| — | EXXON MOBIL CORP | $48.98万 | 0.32% | 3,582 | 243 | 7.3% | $3.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.89万 | 0.29% | 1,080 | -5,149 | -82.7% | -$214.01万 | 减仓 |
| IJK | ISHARES TR | $44.06万 | 0.29% | 3,750 | -136 | -3.5% | -$1.60万 | 减仓 |
| ABBV | ABBVIE INC | $43.74万 | 0.29% | 1,738 | 86 | 5.2% | $2.16万 | 加仓 |
| — | WISDOMTREE TR | $42.20万 | 0.28% | 13,300 | -1 | -0.0% | -$32 | 减仓 |
| IWR | ISHARES TR | $40.82万 | 0.27% | 3,700 | -14 | -0.4% | -$1,544 | 减仓 |
| LOW | LOWES COS INC | $40.63万 | 0.27% | 1,843 | 135 | 7.9% | $2.98万 | 加仓 |
| SNPS | SYNOPSYS INC | $40.07万 | 0.26% | 898 | 111 | 14.1% | $4.95万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $35.10万 | 0.23% | 4,106 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $34.42万 | 0.23% | 293 | 8 | 2.8% | $9,399 | 加仓 |
| GOOGL | ALPHABET INC | $34.16万 | 0.22% | 956 | 147 | 18.2% | $5.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $33.06万 | 0.22% | 1,994 | 190 | 10.5% | $3.15万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $31.95万 | 0.21% | 10,750 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.44万 | 0.20% | 1,430 | -188 | -11.6% | -$4.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.62万 | 0.18% | 4,848 | -646 | -11.8% | -$3.68万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $26.59万 | 0.17% | 794 | 794 | — | $26.59万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.96万 | 0.17% | 857 | -576 | -40.2% | -$17.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.71万 | 0.16% | 485 | 1 | 0.2% | $509 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.27万 | 0.16% | 490 | -47 | -8.8% | -$2.33万 | 重新持有 |
| VST | VISTRA CORP | $23.72万 | 0.16% | 1,495 | 130 | 9.5% | $2.06万 | 加仓 |
| NLR | VANECK ETF TRUST | $22.23万 | 0.15% | 1,917 | 164 | 9.4% | $1.90万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.32万 | 0.14% | 3,469 | -464 | -11.8% | -$2.85万 | 减仓 |
| DXJ | WISDOMTREE TR | $20.92万 | 0.14% | 1,205 | 1,205 | — | $20.92万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -61,510 | -100.0% | -$178.81万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2,080 | -100.0% | -$99.67万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -14,314 | -100.0% | -$75.61万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -2,850 | -100.0% | -$74.18万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -14,172 | -100.0% | -$58.18万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,295 | -100.0% | -$39.81万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,892 | -100.0% | -$37.51万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,425 | -100.0% | -$28.95万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,342 | -100.0% | -$26.05万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,048 | -100.0% | -$25.59万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.24万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,250 | -100.0% | -$24.11万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$23.22万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,335 | -100.0% | -$23.05万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -798 | -100.0% | -$22.65万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,329 | -100.0% | -$21.97万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,779 | -100.0% | -$20.46万 | 清仓 |