GS

Garden State Investment Advisory Services LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$4.5亿

申报季度: 2026-03-31 · 持股只数: 339

Garden State Investment Advisory Services LLC在最新一期 13F 报告中披露了 339 项持股，申报期为 2026-03-31，总持股市值约为 US$4.5亿，季度换手率为 24.6%。

机构性格雪花图

集中度
6.07
持仓稳定性
24.58
动能／逆势
100
行业集中度
90.16
多样化
100
仓位均衡度
81.4

近期动向

  • 加仓 AMD

    +154.5%　US$525.2万

  • 减仓 PLTR

    -0.3%　-US$383.6万

  • 减仓 GOVI

    -81.3%　-US$330.9万

  • 减仓 FDN

    -72.3%　-US$270.1万

  • 加仓 VMO

    +572.9%　US$264.5万

  • 加仓 MISL

    +947.2%　US$243.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 293 大持股（共 339 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1PWBInvesco Large Cap Growth ETFETF-大型股与成长4.62%—+0.76%
2NVDANvidia CORP股票-科技4.06%-0.44%-3.43%
3PLTRPalantir Technologies Inc-a股票-科技3.85%-0.86%-0.30%
4HEDGEquable Shares Hdg Eqty ETFETF-其他3.42%—-0.83%
5AMZNAmazon.com INC股票-周期性消费3.01%+0.21%+19.34%
6TSPAT Rowe Price US Eqy ResearchETF-其他2.95%+0.39%+20.99%
7QQQInvesco Qqq Trust Series 1ETF-科技型2.77%-0.21%-0.88%
8METAMeta Platforms Inc-class A股票-通信服务2.53%-0.40%-0.30%
9AAPLApple INC股票-科技2.28%-0.16%+0.09%
10AMDAdvanced Micro Devices股票-科技1.97%+1.15%+154.51%
11TCAFT Rowe Prc Cap AppreciationETF-其他1.78%—+2.57%
12AVGOBroadcom INC股票-科技1.76%+0.16%+23.13%
13JEPIJpmorgan Equity Premium IncoETF-其他1.66%—+0.31%
14JEPQJPM Nasdaq Equity PremiumETF-科技型1.46%—+2.91%
15RWLInvesco S&p 500 Revenue ETFETF-大型股与成长1.44%—+3.96%
16IJHIshares Core S&p Midcap ETFETF-其他1.43%—+2.78%
17SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.42%-0.38%-16.72%
18JIREJpmorgan Int Res Enh EqtyETF-其他1.24%—+3.38%
19RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.22%—-2.97%
20MSFTMicrosoft CORP股票-科技1.16%-0.21%+10.59%
21HYTIFt Vst High Yld & Tar In ETFETF-其他1.15%+0.47%+72.18%
22BUFFInnovator Laddered AllocatioETF-其他1.07%—-3.38%
23PXFInvesco Rafi Developed MarkeETF-其他1.01%—+1.06%
24VIGVanguard Dividend Apprec ETFETF-其他1.00%—-0.24%
25JPSTJpmorgan Ultra-short IncomeETF-其他0.92%+0.36%+65.38%
26GOOGLAlphabet Inc-cl A股票-通信服务0.92%—+6.75%
27GOOGAlphabet Inc-cl C股票-通信服务0.92%—-1.98%
28AIRRFirst Trust Rba American IndETF-其他0.90%—-0.01%
29ICLOInvesco Aaa Clo F/r Note ETFETF-其他0.85%—+6.01%
30SCHDSchwab US Dvd Equity ETFETF-其他0.85%—+1.56%
31SPYINeos S&p 500 High Income ETFETF-大型股与成长0.81%—+17.26%
32TMSLT.rowe Prc Small-mid Cap ETFETF-其他0.80%—+4.86%
33MUMicron Technology INC股票-科技0.79%+0.24%+20.32%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他0.78%—+0.30%
35LLYEli Lilly & Co股票-医疗保健0.71%—+2.44%
36SMHVaneck Semiconductor ETFETF-其他0.69%—-2.04%
37IXUSIshares Core Intl Stock ETFETF-其他0.69%—+7.55%
38VWOVanguard Ftse Emerging MarkeETF-新兴市场0.69%—+0.49%
39VMOInvesco Municipal Opport股票-其他0.68%+0.58%+572.89%
40DEUSXtrackers Russell US MultiETF-其他0.68%—-3.97%
41SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.67%—-0.67%
42VCXFundrise Innovation Fund LLC股票-其他0.67%+0.67%NEW
43MDSTWestwd Sat Encd Mdstr In ETFETF-其他0.62%+0.62%NEW
44VOVanguard Mid-cap ETFETF-其他0.62%—-0.03%
45TSLATesla INC股票-周期性消费0.61%-0.20%-8.90%
46NFLXNetflix INC股票-通信服务0.61%—+3.90%
47EMBIshares Jp Morgan Usd EmergiETF-其他0.60%—+3.83%
48IWMIshares Russell 2000 ETFETF-中小型股0.60%—-4.29%
49MISLFirst Trust Indxx Aero & DefETF-其他0.59%+0.54%+947.24%
50XLESs Energy Select SectorETF-其他0.53%+0.38%+158.49%
1–50 of 293

本季持股变动

Garden State Investment Advisory Services LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Fundrise Innovation Fund LLC (VCX); 新建仓: Westwd Sat Encd Mdstr In ETF (MDST); 新建仓: Themes ETF Tr; 清仓: First Trust Financial Alphad (FXO); 新建仓: United States Oil Fund LP (USO).

Garden State Investment Advisory Services LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AMDAdvanced Micro Devices+1.2%+154.51%加仓
2VMOInvesco Municipal Opport+0.6%+572.89%加仓
3MISLFirst Trust Indxx Aero & Def+0.5%+947.24%加仓
4HYTIFt Vst High Yld & Tar In ETF+0.5%+72.18%加仓
5TSPAT Rowe Price US Eqy Research+0.4%+20.99%加仓
6XLESs Energy Select Sector+0.4%+158.49%加仓
7JPSTJpmorgan Ultra-short Income+0.4%+65.38%加仓
8FTSLFirst Trust Senior Loan ETF+0.2%+107.45%加仓
9MUMicron Technology INC+0.2%+20.32%加仓
10AMZNAmazon.com INC+0.2%+19.34%加仓
11WEELPeerless Option Income Wheel+0.2%+188.44%加仓
12AVGOBroadcom INC+0.2%+23.13%加仓
13IWMINeos Russell 2000 High INC+0.2%+58.95%加仓
14WMTWalmart INC+0.2%+51.37%加仓
15ILDRFirst Trust Innovation Leade+0.1%+165.64%加仓
16ORCLOracle CORP-0.1%-56.99%减仓
17TRPAHartford Aaa Clo ETF-0.1%-33.77%减仓
18XLCSs Comm Select Sector Spdr-0.2%-51.29%减仓
19CRMSalesforce INC-0.2%-40.80%减仓
20AAPLApple INC-0.2%+0.09%加仓
21AGGIshares Core U.s. Aggregate-0.2%-80.70%减仓
22UBERUber Technologies INC-0.2%-21.46%减仓
23CEGConstellation Energy-0.2%-46.72%减仓
24TSLATesla INC-0.2%-8.90%减仓
25MSFTMicrosoft CORP-0.2%+10.59%加仓
26QQQInvesco Qqq Trust Series 1-0.2%-0.88%减仓
27XLFSs Financial Select Sector-0.4%-63.38%减仓
28SPYSs Spdr S&p 500 ETF Trust-us-0.4%-16.72%减仓
29METAMeta Platforms Inc-class A-0.4%-0.30%减仓
30GRIDFirst Trst Nasd Cl Edg Sgiif-0.4%-83.20%减仓
31NVDANvidia CORP-0.4%-3.43%减仓
32FDNFirst Trust Dj Internet Ind-0.6%-72.29%减仓
33GOVIInvesco Equal Weight 0-30 Yr-0.7%-81.29%减仓
34PLTRPalantir Technologies Inc-a-0.9%-0.30%减仓
35VCXFundrise Innovation Fund LLC—NEW新建仓
36MDSTWestwd Sat Encd Mdstr In ETF—NEW新建仓
37✓ Themes ETF Tr—NEW新建仓
38FXOFirst Trust Financial Alphad—EXIT清仓
39USOUnited States Oil Fund LP—NEW新建仓
40RKLBRocket Lab CORP—EXIT清仓
41UNHGLeverage Shares 2x Unh—EXIT清仓
42XTNSs Spdr S&p Transport ETF—NEW新建仓
43TTEQT Rowe Price Technology ETF—NEW新建仓
44FTXRFirst Trust Nasdaq Transport—NEW新建仓
45SLVIshares Silver Trust—NEW新建仓
46CPSLCalm Lad S&p 500 Str A P ETF—EXIT清仓
47FXUFirst Trust Utilities Alphad—EXIT清仓
48BTGDStkd 100% Bitco & 100% Gold—NEW新建仓
49GPIXGldm SA S&p 500 Pr In Etf-us—EXIT清仓
50SHYDVaneck Sh Hi Yld Muni—NEW新建仓

FAQ

Garden State Investment Advisory Services LLC 是什么机构？属于哪种投资人类型？
Garden State Investment Advisory Services LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.5亿，分布在 339 个已申报仓位之中。
Garden State Investment Advisory Services LLC 目前前几大持股有哪些？
根据最新 13F 申报，Garden State Investment Advisory Services LLC 按市值排列的前几大持股为： 1. Invesco Large Cap Growth ETF (PWB) — US$2102.0万 (4.6%) 2. Nvidia CORP (NVDA) — US$1846.1万 (4.1%) 3. Palantir Technologies Inc-a (PLTR) — US$1753.3万 (3.9%) 4. Equable Shares Hdg Eqty ETF (HEDG) — US$1554.5万 (3.4%) 5. Amazon.com INC (AMZN) — US$1370.1万 (3.0%)
Garden State Investment Advisory Services LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Garden State Investment Advisory Services LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 17 个既有持股、减仓 17 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Fundrise Innovation Fund LLC (VCX); 新建仓: Westwd Sat Encd Mdstr In ETF (MDST); 新建仓: Themes ETF Tr; 清仓: First Trust Financial Alphad (FXO); 新建仓: United States Oil Fund LP (USO)
Garden State Investment Advisory Services LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Garden State Investment Advisory Services LLC 的主要板块分布如下： • Information Technology: 49.8% • Communication Services: 17.0% • Consumer Discretionary: 11.8% • Financials: 6.6% • Health Care: 4.8% • Industrials: 3.9%