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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 121 项
建仓 7
增持 62
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
WORLD GOLD TR SPDR GLD MINIS
+$5.9M
300,030
-3%
增持
SPY
S&P 500 DEPOSITORY RECEIPT
-$4.2M
263,594
+2%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$2.2M
78,990
-22%
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
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$1.4M
117,439
+3%
增持
BLV
VANGUARD LONG-TERM BOND INDEX
+$887.0K
38,390
+50%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$802.0K
29,498
-1%
增持
VNQ
VANGUARD REIT INDEX ETF
-$701.0K
96,125
+0%
增持
VTIP
VANGUARD ST TIPS BOND FD
+$627.0K
301,295
+5%
增持
VXF
VANGUARD EXTENDED MARKET INDE
-$619.0K
37,135
+0%
增持
BAB
POWERSHARES BUILD AMERICA BON
-$617.0K
405,413
+6%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND
-$526.0K
9,298
-53%
减持
VGSH
VANGUARD SHORT TERM TREASURY
-$442.0K
5,710
-55%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
-$408.0K
109,776
-1%
清仓
TJX
TJX COMPANIES INC
-$398.0K
0
-100%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$395.0K
223,576
+2%
减持
VTI
VANGUARD INDEX FDS VANGUARD
-$366.0K
1,335
-52%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$343.0K
8,345
-43%
减持
SPYX
SPDR SER TR SP500 FOSL ETF
-$339.0K
36,465
-2%
减持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$333.0K
17,850
-18%
清仓
RTX
RAYTHEON TECH CORP COM
-$306.0K
0
-100%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
-$302.0K
12,920
-13%
建仓
—
LINDE PLC
+$275.0K
860
建仓
MMM
3M COMPANY
+$273.0K
1,833
减持
GOOGL
ALPHABET INC CLASS A
-$272.0K
75
-55%
减持
ESGD
ISHARES TR MSCI EAFE ESG OPT
-$272.0K
18,665
-10%
增持
HD
HOME DEPOT INC COM
-$264.0K
2,675
+4%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$251.0K
49,610
+17%
建仓
UPS
UNITED PARCEL SVC INC CL B
+$246.0K
1,145
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$244.0K
4,255
-40%
增持
MSFT
MICROSOFT CORPORATION
-$243.0K
9,295
+1%
建仓
DFAX
DIMENSIONAL WORLD EX US CORE
+$241.0K
9,640
建仓
EZA
ISHARES MSCI SOUTH AFRICA IND
+$231.0K
4,160
建仓
HON
HONEYWELL INTL INC
+$231.0K
1,185
减持
PFE
PFIZER INC.
-$225.0K
15,950
-10%
清仓
VGK
VANGUARD EUROPEAN STOCK ETF
-$224.0K
0
-100%
建仓
MLPA
GLOBAL X MLP ETF
+$208.0K
5,172
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
+$203.0K
3,121
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$196.0K
31,420
-4%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$177.0K
13,160
-4%
减持
AAPL
APPLE COMPUTER INC.
-$165.0K
26,007
-2%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$165.0K
46,452
-0%
减持
LOW
LOWES COMPANIES
-$164.0K
2,310
-5%
增持
UNH
UNITEDHEALTH GROUP
+$163.0K
1,628
+23%
增持
—
ACCENTURELTD BERMUDA CL A ISI
-$155.0K
2,060
+0%
减持
AMLP
ALERIAN MLP ETF
+$142.0K
25,536
-0%
增持
GLD
SPDR GOLD TRUST ETF
+$133.0K
12,835
+0%
减持
PEP
PEPSICO INC
-$120.0K
10,553
-3%
减持
VOO
VANGUARD S&P 500 ETF
-$118.0K
1,244
-14%
减持
ESGE
ISHARES INC MSCI EM ESG OPT
-$107.0K
15,065
-9%
增持
ET
ENERGY TRANSFER LP
+$106.0K
33,056
+3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$105.0K
11,320
-8%
增持
BOND
PIMCOTOTAL RETURN ETF
-$100.0K
76,103
+6%
减持
VTV
VANGUARD VALUE ETF
-$99.0K
8,650
-8%
减持
PG
PROCTER & GAMBLE CO
-$97.0K
3,903
-8%
增持
ABT
ABBOTT LABORATORIES
-$96.0K
4,542
+1%
增持
NTR
NUTRIEN LTD
+$96.0K
2,968
+5%
减持
IAU
ISHARES GOLD TRUST
+$95.0K
72,572
-2%
减持
BMY
BRISTOL MYERS SQUIBB
+$94.0K
8,900
-0%
减持
MCD
MCDONALDS CORP
-$93.0K
3,379
-2%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$90.0K
21,618
+18%
减持
TGT
TARGET CORP
-$88.0K
1,185
-19%
增持
BND
VANGUARD TOTAL BOND MARKET ET
-$86.0K
55,305
+4%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$83.0K
7,345
+33%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$83.0K
34,290
+13%
减持
DIS
DISNEY WALT CO
-$81.0K
2,595
-8%
增持
PGX
POWERSHARES PREFERRED ETF
-$76.0K
88,838
+4%
增持
COST
COSTCO WHOLESALE CORP
+$71.0K
1,692
+6%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$70.0K
31,500
+7%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$69.0K
7,270
-1%
增持
PBR
PETROLEO BRASILEIRO SA ADR
+$68.0K
14,695
+8%
增持
CAT
CATERPILLAR INC
+$67.0K
1,640
+14%
减持
IEMG
ISHARES INC CORE MSCI EMERGIN
-$67.0K
5,194
-13%
减持
—
BUNGE LIMITED
+$64.0K
4,365
-3%
增持
QCOM
QUALCOMM INC
-$63.0K
2,385
+2%
增持
V
VISA INC CLASS A
+$60.0K
3,384
+6%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
+$59.0K
14,170
+4%
减持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
-$58.0K
8,185
-19%
减持
ESGV
VANGUARD WORLD ESG US STOCK E
-$58.0K
8,190
-0%
增持
BBD
BANCO BRADESCO SA ADR
+$57.0K
43,089
+3%
增持
PGF
POWERSHARES FINANCIAL PREFERR
-$55.0K
33,859
+1%
清仓
—
COMMUNICATIONS SYSTEMS INC.
-$54.0K
0
-100%
增持
—
BLACKROCK INC
-$54.0K
390
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUIT
+$54.0K
20,785
+18%
增持
NEE
NEXTERA ENERGY INC COM
-$48.0K
5,979
+1%
增持
VCLT
VANGUARD LONG TERM CORPORATE
-$47.0K
38,678
+12%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$47.0K
23,579
+14%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$45.0K
19,725
+11%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$45.0K
12,683
-7%
减持
LMT
LOCKHEED MARTIN CORP COM
+$44.0K
660
-5%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
-$44.0K
5,710
-6%
减持
DSI
ISHARES MSCI KLD
-$44.0K
3,523
-6%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$43.0K
19,072
+1%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$35.0K
10,030
+8%
增持
SPGI
S&P GLOBAL INC
-$35.0K
603
+1%
增持
JPM
J P MORGAN CHASE & CO COM ISI
+$32.0K
6,061
+21%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$31.0K
4,635
-4%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
-$30.0K
7,057
+1%
增持
CMCSA
COMCASTCORP NEW CL A
-$29.0K
9,765
+1%
增持
SYK
STRYKER CORP
+$27.0K
2,093
+5%
增持
—
BRF - BRASIL FOODS SA ADR
+$27.0K
51,385
+18%
增持
JNJ
JOHNSON & JOHNSON COM
+$23.0K
2,910
+1%
减持
ORCL
ORACLE CORPORATION
-$23.0K
3,726
-2%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
-$20.0K
6,719
+5%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$19.0K
26,226
+6%
减持
KO
COCA COLA CO
+$17.0K
6,966
-1%
增持
AMZN
AMAZON.COM INC
+$17.0K
223
+5%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
-$17.0K
105,732
+1%
增持
AVGO
BROADCOM INC
-$16.0K
541
+1%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$14.0K
5,916
+5%
增持
JGH
NUVEEN GLB HIGH INC FD
-$14.0K
15,156
+5%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
-$13.0K
12,180
+1%
减持
—
EXXON MOBIL CORPORATION
-$13.0K
5,175
-28%
减持
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
-$11.0K
4,425
-3%
减持
WMT
WAL-MART STORES INC
+$10.0K
5,413
-2%
增持
MDY
SPDR S&P MID CAP 400 ETF
+$9.0K
7,261
+6%
减持
WFC
WELLS FARGO & CO
-$7.0K
4,212
-4%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$7.0K
9,682
+10%
增持
—
ISHARES MSCI FRONTIER 100 ETF
-$6.0K
6,225
+3%
增持
GOOG
ALPHABET INC CLASS C
-$5.0K
137
+2%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$4.0K
5,585
+3%
增持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$2.0K
4,915
+6%
