GW
Goldenstone Wealth Management LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 89
Goldenstone Wealth Management LLC在最新一期 13F 报告中披露了 89 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 13.3%。
机构性格雪花图
- 集中度
- 18.63
- 持仓稳定性
- 13.28
- 动能／逆势
- 100
- 行业集中度
- 86.6
- 多样化
- 100
- 仓位均衡度
- 82.16
近期动向
减仓 MSFT
+4.9% -US$151.2万
减仓 DDTN
-1.6% -US$58.3万
加仓 LRCX
+30.0% US$85.2万
加仓 AMAT
+0.1% US$78.1万
减仓 AAPL
+0.1% -US$47.0万
加仓 BUFR
+8.8% US$94.0万
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 11.04% | +0.21% | +4.80% | |
| 2 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | ETF-其他 | 10.36% | -0.73% | -1.65% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 10.14% | +0.41% | +8.78% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.87% | -0.49% | +0.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -1.26% | +4.89% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.96% | -0.33% | +1.53% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.10% | -0.35% | +1.25% | |
| 8 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-其他 | 2.97% | +0.13% | +8.78% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.38% | -0.22% | +4.33% | |
| 10 | AMAT | Applied Materials INC | 股票-科技 | 2.28% | +0.52% | +0.11% | |
| 11 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 2.24% | -0.19% | -3.92% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.18% | — | -4.56% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.92% | +0.32% | +0.05% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | -0.31% | +1.82% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.62% | +0.60% | +30.01% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.49% | -0.15% | +4.49% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.32% | — | +2.91% | |
| 18 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-其他 | 1.30% | +1.30% | NEW | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 1.28% | +0.13% | +11.89% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.26% | +0.08% | +0.98% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.23% | -0.31% | +0.13% | |
| 22 | NNOV | Innovator G-100 Pb ETF - Nov | ETF-其他 | 1.16% | -0.18% | -8.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.13% | -0.61% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 1.04% | -0.23% | +2.20% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.11% | +1.69% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 1.00% | +0.07% | -0.39% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +0.20% | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.83% | +0.11% | -3.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | — | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | +0.08% | +0.84% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +1.18% | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | — | -0.81% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.08% | +5.97% | |
| 34 | DDFM | Innovator Edd 15 Buf Etf-mar | ETF-其他 | 0.57% | +0.57% | NEW | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.55% | -0.13% | +0.03% | |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.55% | — | -0.85% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.54% | — | +1.57% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.54% | — | — | |
| 39 | ACII | Innovator Index Ac In St ETF | ETF-大型股与成长 | 0.53% | +0.37% | +244.01% | |
| 40 | FJUL | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.52% | — | -0.38% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +5.95% | |
| 42 | CSX | Csx CORP | 股票-工业 | 0.42% | +0.04% | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | — | -1.16% | |
| 44 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.41% | +0.14% | +0.18% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.11% | +0.30% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | +0.23% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.37% | — | — | |
| 48 | BLK | Blackrock INC | 股票-金融 | 0.36% | — | +3.38% | |
| 49 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.36% | +0.10% | — | |
| 50 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.35% | — | +3.61% |
1–50 of 89
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Goldenstone Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Innovator Edp ETF - 6m Ja/jy (JAJL); 新建仓: Innovator Edd 15 Buf Etf-mar (DDFM); 新建仓: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Fthi/first Trust Exchange-tr (FTHI); 新建仓: Marathon Petroleum CORP (MPC).
FAQ
Goldenstone Wealth Management LLC 是什么机构？属于哪种投资人类型？
Goldenstone Wealth Management 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$1.4亿，分布在 89 个已申报仓位之中。
Goldenstone Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Goldenstone Wealth Management LLC 按市值排列的前几大持股为：
1. Wisdomtree Floating Rate Tre (USFR) — US$1518.1万 (11.0%)
2. Invtr Eq Dd 10 Buf ETF Nov (DDTN) — US$1424.3万 (10.4%)
3. Ft Vest Lad Buffervetf-usd I (BUFR) — US$1393.8万 (10.1%)
4. Apple INC (AAPL) — US$669.9万 (4.9%)
5. Microsoft CORP (MSFT) — US$615.5万 (4.5%)
Goldenstone Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Goldenstone Wealth Management LLC 共进行了 45 项显著调整：新建仓 8 个仓位、加仓 27 个既有持股、减仓 7 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Innovator Edp ETF - 6m Ja/jy (JAJL); 新建仓: Innovator Edd 15 Buf Etf-mar (DDFM); 新建仓: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Fthi/first Trust Exchange-tr (FTHI); 新建仓: Marathon Petroleum CORP (MPC)
Goldenstone Wealth Management 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，Goldenstone Wealth Management LLC 的主要板块分布如下：
• Information Technology: 49.2%
• Communication Services: 13.5%
• Consumer Discretionary: 10.2%
• Financials: 10.0%
• Industrials: 5.9%
• Health Care: 5.5%