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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 140 项
建仓 14
增持 61
减持 49
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
-$22.0M
257,377
-2%
清仓
—
WORLD GOLD TR SPDR GLD MINIS
-$11.5M
0
-100%
建仓
GLDM
WORLD GOLD TR
+$10.6M
295,027
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。
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$8.6M
41,158
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
-$3.9M
71,016
-33%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$3.5M
237,635
-21%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$3.4M
63,323
+1009%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$2.6M
50,875
-36%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$2.5M
28,654
-3%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$1.9M
204,566
-9%
建仓
SHV
ISHARES BARCLAYS SHORT TREASU
+$1.7M
15,690
增持
VNQ
VANGUARD REIT INDEX ETF
-$1.5M
97,755
+2%
增持
VXF
VANGUARD EXTENDED MARKET INDE
-$1.2M
37,792
+2%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$1.0M
126,292
+8%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$989.0K
153,492
+40%
增持
AAPL
APPLE COMPUTER INC.
-$927.0K
26,431
+2%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$765.0K
6,761
-7%
建仓
BIL
SPDR BLOOMBERG BARCLAYS 1-3 M
+$749.0K
8,190
减持
BLV
VANGUARD LONG-TERM BOND INDEX
-$691.0K
35,485
-8%
减持
BOND
PIMCOTOTAL RETURN ETF
-$655.0K
74,443
-2%
增持
BAB
POWERSHARES BUILD AMERICA BON
-$582.0K
412,936
+2%
减持
MSFT
MICROSOFT CORPORATION
-$549.0K
9,020
-3%
建仓
VO
VANGUARD MID CAP
+$480.0K
2,436
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME E
+$475.0K
9,486
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$433.0K
52,695
-5%
建仓
MA
MASTERCARD INC CL A
+$404.0K
1,282
建仓
MINT
PIMCO EXCH TRADED FUND
+$384.0K
3,877
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$362.0K
2,705
-13%
减持
JPM
J P MORGAN CHASE & CO COM ISI
-$355.0K
4,185
-31%
减持
IAU
ISHARES GOLD TRUST
-$342.0K
67,929
-6%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$336.0K
26,925
+179%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
-$335.0K
11,605
-10%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$325.0K
29,705
-13%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$307.0K
5,595
+83%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$301.0K
30,185
-4%
清仓
—
BLACKROCK INC
-$298.0K
0
-100%
增持
VCLT
VANGUARD LONG TERM CORPORATE
-$292.0K
41,070
+6%
清仓
ITW
ILLINOIS TOOL WORKS
-$292.0K
0
-100%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$279.0K
44,757
-4%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY
+$277.0K
5,626
清仓
—
LINDE PLC
-$275.0K
0
-100%
增持
AMZN
AMAZON.COM INC
-$262.0K
4,380
+1864%
建仓
USMV
ISHARES EDGE MSCI MIN VOL USA
+$261.0K
3,711
减持
VTV
VANGUARD VALUE ETF
-$257.0K
7,745
-10%
清仓
TGT
TARGET CORP
-$251.0K
0
-100%
减持
ESGD
ISHARES TR MSCI EAFE ESG OPT
-$248.0K
17,975
-4%
清仓
UPS
UNITED PARCEL SVC INC CL B
-$246.0K
0
-100%
清仓
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
-$241.0K
0
-100%
减持
AMLP
ALERIAN MLP ETF
-$240.0K
21,433
-16%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$236.0K
11,808
-7%
清仓
BAC
BANK OF AMERICA COM
-$234.0K
0
-100%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
-$233.0K
41,355
+13%
减持
GLD
SPDR GOLD TRUST ETF
-$233.0K
12,385
-4%
清仓
EZA
ISHARES MSCI SOUTH AFRICA IND
-$231.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$231.0K
0
-100%
建仓
DFAU
DIMENSIONAL US CORE EQUITY MA
+$228.0K
8,625
建仓
MRK
MERCK & CO INC
+$226.0K
2,477
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$223.0K
11,510
+57%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$223.0K
13,030
-1%
建仓
CSCO
CISCO SYS INC
+$222.0K
5,201
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$221.0K
10,320
-9%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$219.0K
7,159
+68%
清仓
GOOGL
ALPHABET INC CLASS A
-$209.0K
0
-100%
清仓
MLPA
GLOBAL X MLP ETF
-$208.0K
0
-100%
清仓
WFC
WELLS FARGO & CO
-$204.0K
0
-100%
清仓
SUSB
ISHARES ESG 1-5 YEAR USD CORP
-$202.0K
0
-100%
清仓
—
ISHARES MSCI FRONTIER 100 ETF
-$202.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$200.0K
616
减持
EWT
ISHARES MSCI TAIWAN INDEX ETF
-$200.0K
15,260
-3%
清仓
CSX
C S X CORP
-$200.0K
0
-100%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$175.0K
5,275
-4%
增持
IDV
ISHARES TR INTL SEL DIV ETF
-$169.0K
51,805
+4%
减持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$156.0K
17,635
-1%
减持
QCOM
QUALCOMM INC
-$155.0K
1,635
-31%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$143.0K
7,005
-4%
增持
WMT
WAL-MART STORES INC
-$134.0K
5,526
+2%
增持
PG
PROCTER & GAMBLE CO
+$132.0K
5,063
+30%
增持
SYK
STRYKER CORP
-$129.0K
2,168
+4%
减持
DIS
DISNEY WALT CO
-$118.0K
2,520
-3%
增持
ESGV
VANGUARD WORLD ESG US STOCK E
-$117.0K
8,240
+1%
增持
COST
COSTCO WHOLESALE CORP
-$116.0K
1,792
+6%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$114.0K
18,240
-12%
减持
—
BUNGE LIMITED
-$113.0K
4,095
-6%
减持
NKE
NIKE INC CLASS B
-$107.0K
3,249
-0%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE
-$105.0K
6,552
-7%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
-$104.0K
19,672
+3%
增持
PEP
PEPSICO INC
+$98.0K
11,186
+6%
增持
HD
HOME DEPOT INC COM
+$97.0K
3,274
+22%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$93.0K
23,100
+17%
减持
GOOG
ALPHABET INC CLASS C
-$92.0K
133
-3%
增持
UNP
UNION PACIFIC CORP
-$91.0K
1,650
+2%
减持
CMCSA
COMCASTCORP NEW CL A
-$85.0K
9,470
-3%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$82.0K
7,386
+25%
增持
KO
COCA COLA CO
+$81.0K
8,156
+17%
增持
PGX
POWERSHARES PREFERRED ETF
-$81.0K
91,168
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$80.0K
3,360
+15%
减持
ESGE
ISHARES INC MSCI EM ESG OPT
-$80.0K
14,630
-3%
增持
BMY
BRISTOL MYERS SQUIBB
+$80.0K
9,475
+6%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
-$75.0K
15,020
+6%
减持
CAT
CATERPILLAR INC
-$74.0K
1,630
-1%
减持
NTR
NUTRIEN LTD
-$74.0K
2,943
-1%
增持
VTI
VANGUARD INDEX FDS VANGUARD
+$68.0K
1,973
+48%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$67.0K
7,725
-7%
增持
VOO
VANGUARD S&P 500 ETF
-$65.0K
1,299
+4%
减持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$65.0K
5,535
-1%
增持
—
ACCENTURELTD BERMUDA CL A ISI
-$63.0K
2,275
+10%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
-$61.0K
7,385
+0%
减持
MMM
3M COMPANY
-$60.0K
1,649
-10%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
-$60.0K
23,123
+7%
增持
PFE
PFIZER INC.
+$54.0K
16,780
+5%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
-$51.0K
10,065
+0%
增持
LOW
LOWES COMPANIES
-$50.0K
2,390
+3%
增持
PAA
PLAINS ALL AMERICAN PIPELINE
+$48.0K
21,525
+42%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
-$46.0K
25,144
+7%
增持
BBD
BANCO BRADESCO SA ADR
-$45.0K
47,394
+10%
增持
PBR
PETROLEO BRASILEIRO SA ADR
-$44.0K
14,795
+1%
减持
PFXF
VANECK VECTORS PFD SECS EX FI
-$43.0K
11,420
-6%
增持
—
BRF - BRASIL FOODS SA ADR
-$42.0K
63,275
+23%
减持
IEMG
ISHARES INC CORE MSCI EMERGIN
-$41.0K
5,049
-3%
增持
V
VISA INC CLASS A
-$39.0K
3,609
+7%
增持
JGH
NUVEEN GLB HIGH INC FD
-$37.0K
15,436
+2%
增持
TXN
TEXAS INSTRUMENTS INC
-$36.0K
3,401
+12%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
+$36.0K
7,409
+10%
增持
ABT
ABBOTT LABORATORIES
-$36.0K
4,617
+2%
增持
UNH
UNITEDHEALTH GROUP
+$36.0K
1,686
+4%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
-$32.0K
31,610
+9%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
-$30.0K
35,115
+11%
增持
NEE
NEXTERA ENERGY INC COM
+$26.0K
6,874
+15%
增持
PGF
POWERSHARES FINANCIAL PREFERR
-$25.0K
35,259
+4%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$24.0K
4,400
-5%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$23.0K
1,267
-0%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$21.0K
15,094
+12%
增持
AVGO
BROADCOM INC
+$19.0K
741
+37%
增持
ET
ENERGY TRANSFER LP
-$17.0K
35,406
+7%
增持
TRP
TC ENERGY CORPCOM
-$16.0K
8,884
+5%
减持
—
EXXON MOBIL CORPORATION
+$15.0K
5,165
-0%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$13.0K
27,241
+4%
减持
MCD
MCDONALDS CORP
-$11.0K
3,339
-1%
增持
MOO
MARKET VECTORS AGRIBUSINESS E
+$7.0K
3,681
+24%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$0
9,308
+0%
