Golden State Equity Partners 13F 持仓 · 2026年Q2
Golden State Equity Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 354 只证券，申报市值合计 3,714.15 万美元。前几大持仓：QQQ（10.33%）、IVV（10.06%）、TLTW（5.07%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $3.8M | 10.33% | 5,199 | 减持 |
| 2 | IVV | ISHARES CORE S&P 500 | $3.7M | 10.06% | 4,972 | 减持 |
| 3 | TLTW | ISHARES 20 YEAR | $1.9M | 5.07% | 84,320 | 减持 |
| 4 | SGOV | ISHARES 0-3 MONTH | $1.7M | 4.49% | 16,562 | 减持 |
| 5 | JAAA | JANUS HENDERSON AAA CLO | $1.2M | 3.34% | 24,573 | 减持 |
| 6 | IWP | ISHARES RUSSELL MID-CAP | $1.2M | 3.14% | 7,949 | 减持 |
| 7 | VGSH | VANGUARD SHORT-TERM | $1.1M | 3.03% | 19,345 | 减持 |
| 8 | VBK | VANGUARD SMALL-CAP | $1.1M | 2.91% | 2,949 | 减持 |
| 9 | VEU | VANGUARD FTSE ALL-WORLD | $1.0M | 2.76% | 12,241 | 减持 |
| 10 | BKLN | INVESCO SENIOR LOAN ETF | $962,897 | 2.59% | 47,262 | 减持 |
| 11 | IAU | ISHARES GOLD TRUST | $932,900 | 2.51% | 12,355 | 减持 |
| 12 | FLOT | ISHARES FLOATING RATE | $872,091 | 2.35% | 17,082 | 减持 |
| 13 | BIV | VANGUARD | $843,946 | 2.27% | 10,987 | 减持 |
| 14 | USHY | ISHARES BROAD USD HIGH | $822,516 | 2.21% | 22,216 | 减持 |
| 15 | SRLN | STATE STREET BLACKSTONE | $759,601 | 2.05% | 18,851 | 减持 |
| 16 | SCHD | SCHWAB U.S. DIVIDEND | $712,733 | 1.92% | 22,477 | 减持 |
| 17 | VCLT | VANGUARD LONG-TERM | $693,681 | 1.87% | 9,195 | 减持 |
| 18 | AVGO | BROADCOM INC | $539,801 | 1.45% | 1,429 | 减持 |
| 19 | RSP | INVESCO S&P 500 EQUAL | $521,062 | 1.40% | 2,449 | 减持 |
| 20 | EMB | ISHARES J.P. MORGAN USD | $485,120 | 1.31% | 5,027 | 减持 |
| 21 | SPHD | INVESCO S&P 500 HIGH | $487,618 | 1.31% | 9,586 | 减持 |
| 22 | MO | ALTRIA GROUP INC | $329,094 | 0.89% | 4,574 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $297,293 | 0.80% | 797 | 减持 |
| 24 | NVDA | NVIDIA CORP | $242,753 | 0.65% | 1,213 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $237,962 | 0.64% | 727 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR