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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 8
增持 85
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$11.8M
259,447
-0%
减持
VGSH
VANGUARD SHORT TERM TREASURY
-$4.6M
12,825
-85%
增持
—
WORLD GOLD TR SPDR GLD MINIS
+$4.5M
308,651
+384%
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。
增持
VTIP
VANGUARD ST TIPS BOND FD
+$3.5M
287,970
+34%
增持
IVV
ISHARES S&P 500 INDEX ETF
+$2.5M
29,738
+9%
清仓
VMBS
VANGUARD MORTGAGE BACKED SEC
-$2.3M
0
-100%
增持
VNQ
VANGUARD REIT INDEX ETF
+$1.6M
95,838
+3%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$1.4M
104,957
+14%
减持
AAPL
APPLE COMPUTER INC.
+$895.0K
26,504
-2%
增持
MSFT
MICROSOFT CORPORATION
+$752.0K
9,245
+11%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$633.0K
37,270
+5%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$530.0K
111,271
+9%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$462.0K
5,415
+191%
建仓
KO
COCA COLA CO
+$415.0K
7,011
增持
VTI
VANGUARD INDEX FDS VANGUARD
+$384.0K
2,775
+115%
增持
BOND
PIMCOTOTAL RETURN ETF
+$382.0K
71,710
+6%
增持
HD
HOME DEPOT INC COM
+$364.0K
2,565
+20%
建仓
AVGO
BROADCOM INC
+$357.0K
536
建仓
IEMG
ISHARES INC CORE MSCI EMERGIN
+$356.0K
5,949
增持
PEP
PEPSICO INC
+$327.0K
10,858
+5%
清仓
SHV
ISHARES BARCLAYS SHORT TREASU
-$315.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$298.0K
0
-100%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$289.0K
21,830
+27%
减持
PFE
PFIZER INC.
+$283.0K
17,803
-0%
增持
UNH
UNITEDHEALTH GROUP
+$283.0K
1,328
+35%
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$278.0K
34,677
+8%
增持
BAB
POWERSHARES BUILD AMERICA BON
+$277.0K
383,682
+2%
增持
—
ACCENTURELTD BERMUDA CL A ISI
+$261.0K
2,050
+11%
建仓
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$260.0K
10,150
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$255.0K
20,740
+17%
建仓
—
CHUBB CORP
+$253.0K
1,311
增持
ESGV
VANGUARD WORLD ESG US STOCK E
+$252.0K
8,210
+40%
增持
COST
COSTCO WHOLESALE CORP
+$247.0K
1,592
+9%
增持
BLV
VANGUARD LONG-TERM BOND INDEX
+$246.0K
25,585
+10%
增持
JNJ
JOHNSON & JOHNSON COM
+$235.0K
2,880
+80%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$234.0K
6,977
+81%
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$233.0K
113,994
-1%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
+$230.0K
101,920
+2%
增持
PG
PROCTER & GAMBLE CO
+$221.0K
4,238
+26%
增持
JPM
J P MORGAN CHASE & CO COM ISI
+$214.0K
5,016
+41%
建仓
NTR
NUTRIEN LTD
+$213.0K
2,838
建仓
CSX
C S X CORP
+$201.0K
5,340
增持
LOW
LOWES COMPANIES
+$193.0K
2,440
+13%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$175.0K
46,667
+9%
增持
ABT
ABBOTT LABORATORIES
+$174.0K
4,507
+16%
增持
QCOM
QUALCOMM INC
+$172.0K
2,335
+18%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$171.0K
13,623
+4%
增持
VTV
VANGUARD VALUE ETF
+$168.0K
9,360
+5%
增持
BND
VANGUARD TOTAL BOND MARKET ET
+$168.0K
52,925
+5%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$167.0K
7,115
-21%
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$166.0K
14,935
+2%
增持
MCD
MCDONALDS CORP
+$158.0K
3,464
+9%
增持
NEE
NEXTERA ENERGY INC COM
+$150.0K
5,939
+16%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$144.0K
12,270
+3%
增持
UNP
UNION PACIFIC CORP
+$137.0K
1,622
+17%
增持
NKE
NIKE INC CLASS B
+$134.0K
3,264
+16%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
+$133.0K
13,655
-1%
增持
IYR
ISHARES TR DOW JONES U S REAL
+$132.0K
7,370
+4%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$116.0K
42,497
+7%
增持
IAU
ISHARES GOLD TRUST
+$110.0K
74,054
+0%
增持
V
VISA INC CLASS A
+$104.0K
3,184
+21%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$103.0K
30,260
-8%
增持
PGX
POWERSHARES PREFERRED ETF
+$103.0K
85,463
+9%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$103.0K
14,730
-10%
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$101.0K
37,031
-2%
增持
GLD
SPDR GOLD TRUST ETF
+$97.0K
12,787
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$95.0K
3,060
+9%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
+$90.0K
16,600
+21%
增持
BMY
BRISTOL MYERS SQUIBB
+$90.0K
8,910
+13%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$88.0K
1,272
+12%
增持
—
BUNGE LIMITED
+$76.0K
4,495
+6%
增持
—
BLACKROCK INC
+$75.0K
385
+17%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$74.0K
32,715
-4%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$73.0K
5,515
+26%
增持
—
COMMUNICATIONS SYSTEMS INC.
-$73.0K
22,491
+53%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$73.0K
19,695
+8%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$72.0K
17,645
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
+$71.0K
3,005
-1%
增持
AMZN
AMAZON.COM INC
+$69.0K
213
+9%
增持
CAT
CATERPILLAR INC
+$67.0K
1,440
+20%
增持
SPGI
S&P GLOBAL INC
+$66.0K
598
+18%
减持
ET
ENERGY TRANSFER LP
-$65.0K
32,056
-7%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
+$64.0K
7,360
+15%
增持
TXN
TEXAS INSTRUMENTS INC
+$59.0K
3,046
+14%
增持
WMT
WAL-MART STORES INC
+$51.0K
5,498
+3%
增持
DSI
ISHARES MSCI KLD
+$48.0K
3,758
+4%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$48.0K
4,805
-8%
减持
ITW
ILLINOIS TOOL WORKS
+$47.0K
1,396
-3%
增持
SYK
STRYKER CORP
+$46.0K
1,993
+8%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
+$45.0K
12,015
+17%
增持
AMLP
ALERIAN MLP ETF
+$45.0K
25,546
+8%
增持
TGT
TARGET CORP
+$42.0K
1,465
+13%
增持
CMCSA
COMCASTCORP NEW CL A
+$41.0K
9,660
+21%
增持
LMT
LOCKHEED MARTIN CORP COM
+$40.0K
695
+16%
减持
TRP
TC ENERGY CORPCOM
-$38.0K
8,434
-6%
增持
PGF
POWERSHARES FINANCIAL PREFERR
+$37.0K
33,379
+7%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
+$36.0K
18,832
-1%
减持
GOOGL
ALPHABET INC CLASS A
+$35.0K
166
-1%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$34.0K
28,970
+17%
减持
ENB
ENBRIDGE INC
-$34.0K
10,246
-6%
增持
ORCL
ORACLE CORPORATION
+$31.0K
3,801
+10%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$29.0K
5,636
+8%
减持
RTX
RAYTHEON TECH CORP COM
-$28.0K
3,561
-8%
减持
GOOG
ALPHABET INC CLASS C
+$28.0K
134
-1%
减持
PAA
PLAINS ALL AMERICAN PIPELINE
-$26.0K
15,125
-8%
减持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$26.0K
15,770
-4%
减持
OKE
ONEOK INC CM (NEW)
-$25.0K
8,537
-6%
减持
—
BROOKFIELD ASSET MANAGEMENT
+$21.0K
6,095
-6%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$19.0K
219,709
+2%
减持
IIF
MORGAN STANLEY INDIA INVESTME
-$18.0K
10,014
-3%
增持
EWH
ISHARES MSCI HONG KONG INDEX
-$17.0K
24,716
+1%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$16.0K
9,280
+8%
减持
OEF
ISHARES TR S&P 100 INDEX FUN
+$15.0K
1,509
-6%
减持
—
EXXON MOBIL CORPORATION
+$15.0K
7,195
-0%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
-$14.0K
29,370
+24%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$13.0K
13,444
-5%
增持
JGH
NUVEEN GLB HIGH INC FD
+$12.0K
14,466
+7%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$11.0K
14,780
+5%
增持
BBD
BANCO BRADESCO SA ADR
+$11.0K
41,789
+21%
减持
TRGP
TARGA RESOURCES CORP
-$11.0K
7,481
-9%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$10.0K
20,764
+9%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$9.0K
5,495
-6%
减持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
-$9.0K
18,388
-7%
减持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$8.0K
5,400
-6%
建仓
—
CRESUD S. A. C. I. F. Y. A. W
+$6.0K
32,840
增持
—
BRF - BRASIL FOODS SA ADR
-$6.0K
43,385
+19%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$4.0K
8,777
+4%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
+$4.0K
6,414
+8%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$3.0K
17,720
+0%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
+$1.0K
13,670
+17%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
-$1.0K
6,045
-1%
减持
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
-$1.0K
4,570
-1%
