13FBOX
Golden State Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Golden State Wealth Management, LLC

No.2616
最新持仓市值 (Q2 2026)
$10.96亿
环比变动 Q1 2026
+$1.82亿+19.9%
持仓股票数
1620
新买入
113
加仓
527
减仓
357
清仓
102
持股不变
623
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
IiShares安硕信托IVV
7.3%7.23%$8,005.7万10.7万股$6,617.5万10.1万股+5,593股+5.52%加仓
SSPDR标普500 ETFSPY
4.86%5.1%$5,331.1万7.1万股$4,661.3万7.2万股-287股-0.40%减仓
苹果AAPL
3.17%3.39%$3,477.6万12.0万股$3,104.6万12.2万股-2,148股-1.76%减仓
B贝莱德ETF信托DYNF
2.49%1.16%$2,725.4万40.1万股$1,061.0万18.2万股+21.8万股+119.75%加仓
IiShares安硕信托AGG
2.34%2.76%$2,563.8万25.9万股$2,527.5万25.5万股+4,412股+1.73%加仓
英伟达NVDA
2.15%2.24%$2,358.8万11.8万股$2,050.6万11.8万股+305股+0.26%加仓
I景顺QQQ信托VOO
2.1%1.98%$2,305.0万3.1万股$1,811.1万3.1万股-78股-0.25%减仓
谷歌AGOOGL
2.1%2.07%$2,303.2万6.4万股$1,893.6万6.6万股-1,402股-2.13%减仓
亚马逊AMZN
1.99%2%$2,185.1万9.2万股$1,826.4万8.8万股+3,988股+4.55%加仓
F第一信托·USTFVD
1.59%2.48%$1,739.7万36.1万股$2,272.2万48.3万股-12.2万股-25.26%减仓
PPRINCIPAL U.S. MEGA-CAP ETFUSMC
1.44%1.47%$1,583.4万21.4万股$1,348.6万21.0万股+3,910股+1.86%加仓
IiShares安硕IEMG
1.31%0.31%$1,437.6万17.4万股$283.9万4.1万股+13.3万股+326.30%加仓
HHARBOR LONG-TERM GROWERSETFWINN
1.28%1.68%$1,400.7万43.1万股$1,537.7万55.5万股-12.3万股-22.21%减仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
1.09%1.56%$1,193.3万10.1万股$1,431.0万13.6万股-3.5万股-25.81%减仓
F第一信托交易所交易基金SDVY
1.07%1.28%$1,168.6万27.1万股$1,171.3万29.7万股-2.6万股-8.81%减仓
B贝莱德ETF信托BAI
1.05%0.18%$1,149.1万21.8万股$161.7万4.9万股+16.9万股+344.01%加仓
S道富SPAB
1.02%1.29%$1,113.5万43.6万股$1,183.4万46.2万股-2.6万股-5.54%减仓
F第一信托交易所交易基金FTCS
0.99%1.15%$1,087.3万11.6万股$1,050.7万11.3万股+2,501股+2.21%加仓
F第一信托交易所交易基金RDVY
0.86%1.4%$942.1万11.6万股$1,280.3万18.8万股-7.1万股-38.02%减仓
FIRST INTST BANCSYSTEMFIBK
0.84%0.95%$923.1万25.3万股$866.3万25.7万股-3,813股-1.49%减仓
特斯拉TSLA
0.82%0.86%$901.6万2.1万股$785.4万2.1万股+310股+1.47%加仓
微软MSFT
0.74%0.89%$812.4万2.2万股$814.3万2.2万股-221股-1.00%减仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
0.72%1.09%$787.1万5.8万股$999.6万8.5万股-2.7万股-31.51%减仓
IiShares安硕·MSCIQUAL
0.68%0.8%$750.6万3.4万股$734.2万3.8万股-4,070股-10.63%减仓
WWisdomTree信托DGRW
0.67%0.73%$737.2万7.7万股$665.6万7.6万股+1,327股+1.75%加仓
J摩根大通交易所交易基金JQUA
0.67%0.64%$732.4万10.1万股$582.3万9.5万股+6,354股+6.69%加仓
SSANDISK COMSNDK
0.66%0.21%$719.0万3,162股$195.6万3,079股+83股+2.70%加仓
博通AVGO
0.65%0.62%$710.3万1.9万股$571.5万1.8万股+337股+1.83%加仓
S道富SPYM
0.64%0.62%$706.2万8.0万股$566.0万7.4万股+6,416股+8.68%加仓
B贝莱德ETF信托THRO
0.64%0.18%$698.2万16.2万股$162.7万4.5万股+11.7万股+260.54%加仓
AABRDN SILVER ETF TRUSTSIVR
0.62%0.95%$680.8万12.1万股$869.5万12.1万股-325股-0.27%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.58%0.65%$634.2万2.7万股$590.4万2.7万股-650股-2.37%减仓
IiShares安硕信托MTUM
0.57%0.21%$623.7万1.8万股$188.0万7,832股+1.0万股+132.29%加仓
F第一信托交易所交易基金FICS
0.54%0.58%$590.0万14.1万股$527.4万13.5万股+6,139股+4.54%加仓
黑石集团BX
0.53%0.64%$576.4万4.9万股$584.3万5.1万股-1,834股-3.61%减仓
AMD超威AMD
0.52%0.21%$570.0万9,813股$189.7万9,327股+486股+5.21%加仓
IiShares安硕信托EFV
0.52%0.31%$569.7万7.4万股$279.1万3.8万股+3.7万股+98.28%加仓
I景顺交易所交易基金IIPZA
0.52%0.01%$565.9万24.1万股$6.4万2,787股+23.8万股+8,532.29%加仓
J骏利Detroit策略信托VNLA
0.5%0.58%$547.0万11.2万股$532.7万10.9万股+2,922股+2.68%加仓
Meta平台META
0.47%0.56%$517.3万9,184股$515.6万9,012股+172股+1.91%加仓
F第一信托交易所交易基金VIUCON
0.46%0.64%$508.0万20.4万股$582.4万23.5万股-3.1万股-13.16%减仓
雷神技术RTX
0.45%0.64%$498.3万2.6万股$584.2万3.0万股-4,022股-13.28%减仓
美光科技MU
0.44%0.15%$480.8万4,166股$133.2万3,941股+225股+5.71%加仓
F第一信托·UST LONG/SHORT EQUITY ETFFTLS
0.43%0.49%$467.3万6.3万股$450.0万6.4万股-637股-1.00%减仓
IiShares安硕信托IVW
0.42%0.31%$463.5万3.4万股$282.6万2.5万股+8,720股+34.91%加仓
V先锋领航指数基金VOO
0.42%0.43%$461.3万6,717股$395.0万6,610股+107股+1.62%加仓
IiShares安硕·MSCI ACWI ETFTOK
0.41%0.48%$445.8万2.8万股$441.5万3.2万股-3,510股-11.00%减仓
I景顺·NASDAQ 100 ETFQQQM
0.41%0.34%$445.6万1.5万股$311.3万1.3万股+1,607股+12.27%加仓
摩根大通JPM
0.4%0.45%$442.2万1.4万股$410.1万1.4万股-434股-3.11%减仓
S道富SPYV
0.4%0.52%$441.5万7.3万股$477.9万8.4万股-1.2万股-14.01%减仓

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