小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
GOULD ASSET MANAGEMENT LLC /CA/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GOULD ASSET MANAGEMENT LLC /CA/
报告期 2026-03-31 · CIK 0001091961
持仓数
171
前50大市值合计
$503.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 109 项
建仓 1
增持 38
减持 53
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
—
WORLD GOLD TR SPDR GLD MINIS
-$7.2M
63,711
-86%
清仓
MMM
3M COMPANY
-$3.9M
0
-100%
减持
SPY
S&P 500 DEPOSITORY RECEIPT
-$2.8M
259,732
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MCD
MCDONALDS CORP
-$2.4M
3,192
-77%
减持
TGT
TARGET CORP
-$1.6M
1,300
-83%
增持
BLV
VANGUARD LONG-TERM BOND INDEX
+$1.5M
23,325
+185%
减持
MRK
MERCK & CO INC
-$1.5M
3,965
-82%
增持
VTIP
VANGUARD ST TIPS BOND FD
+$1.3M
214,539
+13%
清仓
—
MEDTRONIC INC
-$1.3M
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$1.2M
3,376
-72%
清仓
—
PENTAIR INC
-$1.2M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$847.0K
102,021
+22%
清仓
BA
BOEING CO
-$798.0K
0
-100%
清仓
ECL
ECOLAB INC
-$788.0K
0
-100%
清仓
TTC
TORO CO
-$685.0K
0
-100%
清仓
—
NVENT ELECTRIC PLC
-$536.0K
0
-100%
减持
WMT
WAL-MART STORES INC
-$501.0K
5,343
-40%
清仓
DCI
DONALDSON INC
-$445.0K
0
-100%
增持
IVV
ISHARES S&P 500 INDEX ETF
+$397.0K
27,168
+3%
清仓
INTC
INTEL CORP COM
-$383.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$352.0K
2,820
-40%
减持
PFE
PFIZER INC.
-$335.0K
17,853
-37%
减持
MSFT
MICROSOFT CORPORATION
-$321.0K
8,360
-15%
清仓
IEMG
ISHARES INC CORE MSCI EMERGIN
-$299.0K
0
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$297.0K
91,682
+4%
清仓
CL
COLGATE-PALMOLIVE CO
-$283.0K
0
-100%
建仓
TIP
ISHARES BARCLAYS TIPS BOND ET
+$238.0K
1,860
清仓
C
CITIGROUP INC COM
-$233.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$230.0K
0
-100%
减持
RTX
RAYTHEON TECH CORP COM
-$222.0K
3,891
-40%
清仓
CSCO
CISCO SYS INC
-$221.0K
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB
-$219.0K
7,875
-23%
减持
—
EXXON MOBIL CORPORATION
-$215.0K
7,220
-29%
清仓
FUL
FULLER H B CO
-$210.0K
0
-100%
清仓
MLPA
GLOBAL X MLP ETF
-$208.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$197.0K
1,980
-37%
增持
JPM
J P MORGAN CHASE & CO COM ISI
+$196.0K
3,546
+44%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$188.0K
42,657
+19%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$174.0K
99,850
-1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$167.0K
216,412
+1%
清仓
—
GENERAL ELECTRIC COMPANY
-$159.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$157.0K
1,600
-37%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$141.0K
18,946
+29%
减持
HD
HOME DEPOT INC COM
-$139.0K
2,135
-19%
减持
V
VISA INC CLASS A
-$137.0K
2,629
-15%
减持
CAT
CATERPILLAR INC
-$135.0K
1,205
-28%
增持
BOND
PIMCOTOTAL RETURN ETF
+$131.0K
67,515
+2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$125.0K
33,045
+13%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$124.0K
9,055
-14%
减持
WFC
WELLS FARGO & CO
-$122.0K
4,407
-39%
减持
VNQ
VANGUARD REIT INDEX ETF
-$113.0K
93,021
-1%
减持
UNP
UNION PACIFIC CORP
-$99.0K
1,387
-18%
减持
NEE
NEXTERA ENERGY INC COM
-$92.0K
5,139
-24%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$90.0K
34,105
-0%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$87.0K
18,193
+10%
减持
VGSH
VANGUARD SHORT TERM TREASURY
-$76.0K
88,345
-1%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$73.0K
5,245
-11%
减持
COST
COSTCO WHOLESALE CORP
+$72.0K
1,462
-1%
减持
ORCL
ORACLE CORPORATION
-$72.0K
3,440
-28%
减持
AAPL
APPLE COMPUTER INC.
+$72.0K
26,931
-1%
增持
IDV
ISHARES TR INTL SEL DIV ETF
-$69.0K
39,732
+1%
减持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$58.0K
17,250
-1%
增持
ESGV
VANGUARD WORLD ESG US STOCK E
+$50.0K
5,870
+12%
增持
AMLP
ALERIAN MLP ETF
-$48.0K
23,721
+3%
减持
—
ACCENTURELTD BERMUDA CL A ISI
+$45.0K
1,840
-0%
增持
BAB
POWERSHARES BUILD AMERICA BON
+$44.0K
375,854
+1%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$40.0K
17,770
+4%
减持
PEP
PEPSICO INC
-$39.0K
10,365
-4%
减持
ET
ENERGY TRANSFER LP
-$39.0K
34,326
-1%
减持
ITW
ILLINOIS TOOL WORKS
-$39.0K
1,441
-4%
减持
VTV
VANGUARD VALUE ETF
-$38.0K
8,930
-2%
减持
TJX
TJX COMPANIES INC
-$37.0K
5,236
-8%
增持
VXF
VANGUARD EXTENDED MARKET INDE
-$37.0K
37,681
+3%
减持
GOOGL
ALPHABET INC CLASS A
+$36.0K
167
-1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUIT
+$31.0K
19,530
+14%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$30.0K
11,920
-1%
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$30.0K
14,674
+2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$29.0K
600
-4%
减持
NKE
NIKE INC CLASS B
-$29.0K
2,824
-1%
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$29.0K
32,126
+2%
增持
MDY
SPDR S&P MID CAP 400 ETF
+$28.0K
6,861
+3%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$23.0K
17,675
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$22.0K
3,030
-1%
减持
BAC
BANK OF AMERICA COM
-$21.0K
5,682
-11%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$20.0K
35,335
+0%
增持
DVY
ISHARES DOW JONES SELECT DIVI
-$20.0K
13,068
+0%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$19.0K
4,370
-6%
增持
IAU
ISHARES GOLD TRUST
+$19.0K
73,859
+2%
减持
GLD
SPDR GOLD TRUST ETF
-$19.0K
12,720
-0%
增持
—
BROOKFIELD ASSET MANAGEMENT
+$18.0K
6,485
+1%
减持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$17.0K
5,236
-3%
增持
PGX
POWERSHARES PREFERRED ETF
-$17.0K
78,443
+0%
增持
VMBS
VANGUARD MORTGAGE BACKED SEC
+$14.0K
43,452
+1%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$13.0K
7,070
-2%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$13.0K
2,850
+4%
减持
GOOG
ALPHABET INC CLASS C
+$12.0K
135
-3%
增持
BND
VANGUARD TOTAL BOND MARKET ET
-$11.0K
50,525
+0%
减持
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
-$10.0K
4,615
-4%
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$9.0K
115,439
-0%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$9.0K
13,740
-1%
增持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$9.0K
5,875
+0%
增持
UNH
UNITEDHEALTH GROUP
-$8.0K
983
+1%
增持
CMCSA
COMCASTCORP NEW CL A
+$5.0K
7,965
+3%
减持
ABT
ABBOTT LABORATORIES
+$5.0K
3,892
-1%
增持
TXN
TEXAS INSTRUMENTS INC
+$4.0K
2,681
+1%
增持
PGF
POWERSHARES FINANCIAL PREFERR
-$4.0K
31,184
+1%
增持
—
BLACKROCK INC
-$3.0K
330
+3%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
-$2.0K
13,755
+9%
减持
—
COMMUNICATIONS SYSTEMS INC.
+$0
14,733
-17%
