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Goldenstone Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Goldenstone Wealth Management LLC

No.8081 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.53亿
环比变动 Q1 2026
+$1,540.7万+11.2%
持仓股票数
76
新买入
4
加仓
39
减仓
27
清仓
17
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
FIRST INTST BANCSYSTEMFIBK
11.06%10.14%$1,691.6万46.3万股$1,393.8万41.3万股+5.0万股+12.19%加仓
IInnovator ETF信托DDTN
9.81%10.36%$1,499.5万73.5万股$1,424.3万76.1万股-2.5万股-3.33%减仓
苹果AAPL
5.12%4.87%$782.8万2.7万股$669.9万2.6万股+656股+2.49%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
4.84%11.04%$739.8万14.7万股$1,518.1万30.2万股-15.5万股-51.28%减仓
微软MSFT
4.36%4.48%$666.1万1.8万股$615.5万1.7万股+1,228股+7.39%加仓
应用材料AMAT
4.35%2.28%$664.8万9,195股$313.6万9,174股+21股+0.23%加仓
英伟达NVDA
4.19%3.96%$640.2万3.2万股$543.8万3.1万股+816股+2.62%加仓
AAlphabet Inc Class CGOOG
3.46%3.1%$528.2万1.5万股$426.2万1.5万股+92股+0.62%加仓
AMD超威AMD
3.34%1.32%$511.1万8,798股$181.1万8,904股-106股-1.19%减仓
泛林集团LRCX
2.89%1.62%$441.1万1.0万股$222.1万1.0万股-213股-2.05%减仓
FFT VEST LAD AUTO CALL BARRIERACYN
2.8%$427.7万20.6万股$00股+20.6万股新买入
F第一信托交易所交易基金VIBUFZ
2.77%2.97%$423.8万15.2万股$408.8万15.6万股-3,804股-2.45%减仓
阿斯麦ASML
2.61%1.92%$399.4万2,007股$264.1万1,999股+8股+0.40%加仓
亚马逊AMZN
2.55%2.38%$389.5万1.6万股$327.5万1.6万股+617股+3.92%加仓
F第一信托交易所交易基金VIBUFQ
2.08%2.24%$318.3万8.1万股$307.3万8.7万股-5,941股-6.83%减仓
F第一信托交易所交易基金SDVY
2.07%2.18%$315.9万7.3万股$299.2万7.6万股-2,652股-3.49%减仓
Meta平台META
1.82%1.89%$278.1万4,938股$259.5万4,536股+402股+8.86%加仓
博通AVGO
1.67%1.49%$255.3万6,759股$205.3万6,634股+125股+1.88%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.44%1.26%$220.6万2.2万股$172.6万2.2万股-376股-1.71%减仓
IiShares安硕信托IVV
1.37%0.94%$209.3万2,795股$128.6万1,968股+827股+42.02%加仓
特斯拉TSLA
1.14%1.04%$173.5万4,126股$143.6万3,862股+264股+6.84%加仓
卡特彼勒CAT
1.1%0.83%$167.9万1,577股$114.7万1,619股-42股-2.59%减仓
IInnovator ETF信托NNOV
1.04%1.16%$159.3万5.1万股$159.5万5.7万股-6,575股-11.49%减仓
摩根大通JPM
1.04%1.02%$159.0万4,858股$140.1万4,762股+96股+2.02%加仓
EEA SERIES TRUSTBOXX
1.01%0.26%$154.7万1.3万股$35.8万3,075股+1.0万股+329.72%加仓
NETFLIXNFLX
0.95%1.28%$144.7万2.0万股$176.4万1.8万股+1,919股+10.46%加仓
沃尔玛WMT
0.82%1%$125.3万1.1万股$137.9万1.1万股-34股-0.31%减仓
希捷STX
0.8%0.36%$122.5万1,269股$49.6万1,266股+3股+0.24%加仓
迈威尔MRVL
0.8%0.29%$122.0万4,094股$40.4万4,079股+15股+0.37%加仓
强生JNJ
0.72%1.06%$110.1万4,337股$146.3万5,987股-1,650股-27.56%减仓
VisaV
0.66%0.6%$100.2万2,920股$82.6万2,733股+187股+6.84%加仓
高盛GS
0.63%0.6%$96.5万954股$82.9万980股-26股-2.65%减仓
家得宝HD
0.62%0.62%$95.1万2,697股$84.9万2,583股+114股+4.41%加仓
摩根士丹利MS
0.6%0.54%$92.5万4,424股$74.6万4,531股-107股-2.36%减仓
好市多COST
0.6%0.7%$91.7万980股$96.1万964股+16股+1.66%加仓
IINNOVATOR ETFS TRUSTDDFM
0.54%0.57%$82.4万4.2万股$78.3万4.2万股00.00%持仓不变
F第一信托交易所交易基金VIFNOV
0.53%0.55%$81.7万1.4万股$75.1万1.4万股-100股-0.71%减仓
CrowdStrikeCRWD
0.52%0.27%$79.7万1,044股$37.8万967股+77股+7.96%加仓
F第一信托交易所交易基金VIFJUL
0.51%0.52%$78.1万1.3万股$71.8万1.3万股00.00%持仓不变
台积电TSM
0.51%0.42%$77.7万1,634股$57.6万1,706股-72股-4.22%减仓
VertivVRT
0.5%0.41%$77.0万2,301股$56.8万2,269股+32股+1.41%加仓
万事达MA
0.49%0.49%$74.9万1,458股$67.7万1,354股+104股+7.68%加仓
IiShares安硕信托ITOT
0.48%0.19%$73.5万4,473股$26.5万1,861股+2,612股+140.35%加仓
IInnovator ETF信托ACII
0.46%0.53%$70.6万2.8万股$73.2万2.9万股-1,438股-4.93%减仓
F第一信托交易所交易基金FTHI
0.43%0.19%$65.4万2.7万股$26.6万1.2万股+1.6万股+136.73%加仓
科磊KLAC
0.41%0.22%$62.9万2,086股$29.7万202股+1,884股+932.67%加仓
Arm控股ARM
0.4%0.18%$60.7万1,712股$25.3万1,674股+38股+2.27%加仓
V先锋领航指数基金VOO
0.39%0.37%$59.9万813股$51.0万884股-71股-8.03%减仓
V先锋领航全球基金ESGV
0.39%0.37%$59.6万4,505股$50.6万4,505股00.00%持仓不变
F第一信托·USTFVD
0.34%0.35%$51.6万9,870股$47.9万9,870股00.00%持仓不变

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