Goldenstone Wealth Management LLC 13F 持仓 · 2026年Q2
Goldenstone Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 1.53 亿美元。前几大持仓：BUFR（11.06%）、DDTN（9.81%）、AAPL（5.12%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $16.9M | 11.06% | 463,059 | 增持 |
| 2 | DDTN | INNOVATOR ETFS TRUST | $15.0M | 9.81% | 735,350 | 减持 |
| 3 | AAPL | APPLE INC | $7.8M | 5.12% | 27,052 | 增持 |
| 4 | USFR | WISDOMTREE TR | $7.4M | 4.84% | 146,939 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $6.7M | 4.36% | 17,856 | 增持 |
| 6 | AMAT | APPLIED MATLS INC | $6.6M | 4.35% | 9,195 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $6.4M | 4.19% | 31,996 | 增持 |
| 8 | GOOG | ALPHABET INC | $5.3M | 3.46% | 14,950 | 增持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 3.34% | 8,798 | 减持 |
| 10 | LRCX | LAM RESEARCH CORP | $4.4M | 2.89% | 10,180 | 减持 |
| 11 | ACYN | FIRST TR EXCHANGE-TRADED FD | $4.3M | 2.80% | 205,707 | 新建仓 |
| 12 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $4.2M | 2.77% | 151,750 | 减持 |
| 13 | ASML | ASML HLDG NV | $4.0M | 2.61% | 2,007 | 增持 |
| 14 | AMZN | AMAZON COM INC | $3.9M | 2.55% | 16,341 | 增持 |
| 15 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $3.2M | 2.08% | 81,056 | 减持 |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.2M | 2.07% | 73,232 | 减持 |
| 17 | META | META PLATFORMS INC | $2.8M | 1.82% | 4,938 | 增持 |
| 18 | AVGO | BROADCOM INC | $2.6M | 1.67% | 6,759 | 增持 |
| 19 | EMXC | ISHARES INC | $2.2M | 1.44% | 21,568 | 减持 |
| 20 | IVV | ISHARES TR | $2.1M | 1.37% | 2,795 | 增持 |
| 21 | TSLA | TESLA INC | $1.7M | 1.14% | 4,126 | 增持 |
| 22 | CAT | CATERPILLAR INC | $1.7M | 1.10% | 1,577 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.04% | 4,858 | 增持 |
| 24 | NNOV | INNOVATOR ETFS TRUST | $1.6M | 1.04% | 50,670 | 减持 |
| 25 | BOXX | EA SERIES TRUST | $1.5M | 1.01% | 13,214 | 增持 |
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