GOLDEN ROAD ADVISORS LLC
CIK 2014454 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $206.2M
- 持仓
- 67
- 截至
- 2026年6月30日
按 13F 价值排名第 6363（共 9443） · 前 67.4%
投资组合价值同比（季度）：+18.8% 13F不披露现金
- 前十大持仓权重
- 83.01%
- 前二十五大持仓权重
- 91.97%
- 持仓高于 1%
- 11
- 有效持仓数量
- 6.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.36% 估计买入 $59348987 · 卖出 $689544
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.8% 仍持有
- 新仓位
- 15
- 增加
- 33
- 减少
- 14
- 已结清
- 1
本页内容
行业细分
Technology
6.1%
Communication Services
1.4%
Financial Services
1.1%
Retail
1.1%
Healthcare
0.8%
Financials
0.6%
Consumer Staples
0.5%
Industrials
0.4%
Consumer Discretionary
0.3%
Energy
0.1%
Communications
0.1%
其他/未映射
87.4%
完整投资组合 67 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VUG | $60376572 | 29.28% | 700912 | $10163391 | 上涨 ×6 | ||
| VTV | $48065452 | 23.31% | 220555 | $5183840 | 上涨 ×1 | ||
| VB | $20883940 | 10.13% | 68897 | $2691428 | 下跌 ×1 | ||
| VOO | $13213408 | 6.41% | 19239 | $1615676 | 下跌 ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $6875795 | 3.33% | 53797 | $1066722 | 上涨 ×6 | ||
| VONV Vanguard Russell 1000 Value ETF | $6687643 | 3.24% | 62907 | $782773 | 下跌 ×2 | ||
| VEA | $5584872 | 2.71% | 78384 | $594025 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3621372 | 1.76% | 12515 | $957312 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3292281 | 1.60% | 16454 | $502055 | 上涨 ×2 | ||
| VWO | $2558111 | 1.24% | 42857 | $267121 | 上涨 ×1 | ||
| VTI | $2317931 | 1.12% | 6264 | $415528 | 上涨 ×3 | ||
| IWF | $1687719 | 0.82% | 13592 | $274203 | 上涨 ×1 | ||
| RJF Raymond James Financial, Inc. Common Stock | $1507678 | 0.73% | 9917 | $50881 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1384279 | 0.67% | 5808 | $318145 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1247936 | 0.61% | 3492 | $304739 | 上涨 ×2 | ||
| VXF | $1232815 | 0.60% | 5007 | $195960 | 下跌 ×1 | ||
| VONE Vanguard Russell 1000 ETF | $1192294 | 0.58% | 3520 | $153472 | |||
| MSFT Microsoft Corporation - Common Stock | $1180981 | 0.57% | 3166 | $97493 | 上涨 ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $1139891 | 0.55% | 9388 | $186874 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1080743 | 0.52% | 2861 | $208544 | 上涨 ×5 | ||
| IWD | $1007054 | 0.49% | 4154 | $99384 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1003811 | 0.49% | 2841 | $222404 | 上涨 ×4 | ||
| ESGV | $998676 | 0.48% | 7552 | $136330 | 下跌 ×1 | ||
| OEF | $797597 | 0.39% | 2180 | $104204 | |||
| MU Micron Technology, Inc. - Common Stock | $686803 | 0.33% | 595 | 上涨 ×1 | |||
| VGT | $677089 | 0.33% | 5665 | $183014 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $658486 | 0.32% | 1169 | $42302 | 上涨 ×5 | ||
| BIV | $653331 | 0.32% | 8518 | $46233 | 上涨 ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $648319 | 0.31% | 12907 | $13954 | 上涨 ×1 | ||
| IWB | $643324 | 0.31% | 1571 | $83168 | |||
| MO Altria Group, Inc. | $639779 | 0.31% | 8892 | 上涨 ×1 | |||
| IEFA | $636462 | 0.31% | 6590 | $37878 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $635396 | 0.31% | 5610 | $-56739 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $629218 | 0.31% | 1496 | $103192 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $615380 | 0.30% | 1880 | $100012 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $590120 | 0.29% | 492 | $141272 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $575682 | 0.28% | 991 | $374693 | 上涨 ×1 | ||
| BRKB | $531915 | 0.26% | 1063 | $-2393 | 下跌 ×1 | ||
| PDP Invesco Dorsey Wright Momentum ETF | $481743 | 0.23% | 3175 | $98380 | |||
| JNJ Johnson & Johnson Common Stock | $457400 | 0.22% | 1801 | $35985 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $391866 | 0.19% | 542 | 上涨 ×1 | |||
| V Visa Inc. | $382545 | 0.19% | 1115 | $79096 | 上涨 ×5 | ||
| EFA | $367943 | 0.18% | 3542 | $23909 | |||
| ABBV AbbVie Inc. Common Stock | $329900 | 0.16% | 1311 | $82831 | 上涨 ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $323698 | 0.16% | 747 | 上涨 ×1 | |||
| KLAC KLA Corporation - Common Stock | $321623 | 0.16% | 1066 | 上涨 ×1 | |||
| ZION Zions Bancorporation N.A. - Common Stock | $314538 | 0.15% | 4546 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $301057 | 0.15% | 2202 | $-61337 | 上涨 ×3 | ||
| INTC Intel Corporation - Common Stock | $290710 | 0.14% | 2082 | 上涨 ×1 | |||
| IEMG | $287372 | 0.14% | 3469 | $43247 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $282166 | 0.14% | 755 | $79270 | 上涨 ×1 | ||
| IAU | $279991 | 0.14% | 3708 | $-17373 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $272583 | 0.13% | 1860 | $24850 | 上涨 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $272222 | 0.13% | 291 | $-8771 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $266842 | 0.13% | 1475 | $50247 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $261701 | 0.13% | 2228 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $260066 | 0.13% | 626 | ||||
| RTX RTX Corporation Common Stock | $256515 | 0.12% | 1352 | $-1199 | 上涨 ×2 | ||
| IJH | $243128 | 0.12% | 3153 | $29125 | 下跌 ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $238707 | 0.12% | 2046 | $-65263 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $234202 | 0.11% | 456 | $-11131 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $230592 | 0.11% | 228 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $230541 | 0.11% | 4046 | ||||
| VIG | $229521 | 0.11% | 970 | ||||
| PANW Palo Alto Networks, Inc. - Common Stock | $208704 | 0.10% | 612 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $206263 | 0.10% | 2538 | 上涨 ×1 | |||
| GEV GE Vernova Inc. Common Stock | $202076 | 0.10% | 172 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VUG | $60376572 | 29.28% | 上涨 ×6 |
| VONG | $6875795 | 3.33% | 上涨 ×6 |
| VTI | $2317931 | 1.12% | 上涨 ×3 |
| AVGO | $1080743 | 0.52% | 上涨 ×5 |
| GOOG | $1003811 | 0.49% | 上涨 ×4 |
| META | $658486 | 0.32% | 上涨 ×5 |
| BIV | $653331 | 0.32% | 上涨 ×3 |
| WMT | $635396 | 0.31% | 上涨 ×3 |
| LLY | $590120 | 0.29% | 上涨 ×6 |
| V | $382545 | 0.19% | 上涨 ×5 |
| ABBV | $329900 | 0.16% | 上涨 ×3 |
| XOM | $301057 | 0.15% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MU | $686803 | 595 | 0.33% |
| MO | $639779 | 8892 | 0.31% |
| AMAT | $391866 | 542 | 0.19% |
| LRCX | $323698 | 747 | 0.16% |
| KLAC | $321623 | 1066 | 0.16% |
| ZION | $314538 | 4546 | 0.15% |
| INTC | $290710 | 2082 | 0.14% |
| CSCO | $261701 | 2228 | 0.13% |
| UNH | $260066 | 626 | 0.13% |
| GS | $230592 | 228 | 0.11% |
| BAC | $230541 | 4046 | 0.11% |
| VIG | $229521 | 970 | 0.11% |
| PANW | $208704 | 612 | 0.10% |
| KO | $206263 | 2538 | 0.10% |
| GEV | $202076 | 172 | 0.10% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| RJF | 2025年12月31日 | 8248 | $1423605 | 9.2% |
| VIG | 2025年12月31日 | 1731 | $373532 | 不再跟踪 |
| IAU | 2025年12月31日 | 5000 | $363850 | 不再跟踪 |
| MDY | 2026年3月31日 | 508 | $306466 | 不再跟踪 |
| PG | 2025年12月31日 | 1848 | $283945 | 0.0% |
| NFLX | 2026年6月30日 | 2656 | $255374 | 11.4% |
| HD | 2025年12月31日 | 606 | $245545 | -2.5% |
| VYM | 2025年12月31日 | 1563 | $220305 | 不再跟踪 |
| UNH | 2025年6月30日 | 393 | $205834 | 24.2% |
| VIG | 2025年3月31日 | 1046 | $204838 | 不再跟踪 |
| BAC | 2026年3月31日 | 3709 | $203995 | 28.1% |
| CRM | 2025年3月31日 | 605 | $202270 | -23.4% |