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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 130 项
建仓 6
增持 62
减持 45
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$8.6M
0
-100%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$5.8M
164,471
+160%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$3.0M
186,081
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。
-22%
清仓
BLV
VANGUARD LONG-TERM BOND INDEX
-$2.8M
0
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$1.9M
94,551
+33%
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$1.6M
125,574
-1%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$1.6M
189,119
-8%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
+$1.4M
81,775
+61%
增持
SPY
S&P 500 DEPOSITORY RECEIPT
+$1.3M
275,352
+7%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
-$1.2M
139,851
-9%
清仓
VIG
VANGUARD DIVIDEND APPRECIATIO
-$803.0K
0
-100%
增持
VNQ
VANGUARD REIT INDEX ETF
-$751.0K
101,720
+4%
清仓
BIL
SPDR BLOOMBERG BARCLAYS 1-3 M
-$749.0K
0
-100%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$721.0K
68,700
+155%
增持
BAB
POWERSHARES BUILD AMERICA BON
-$717.0K
418,341
+1%
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$550.0K
0
-100%
建仓
VGLT
VANGUARD LONG-TERM TREASURY I
+$524.0K
8,330
清仓
VO
VANGUARD MID CAP
-$480.0K
0
-100%
增持
GLDM
WORLD GOLD TR SPDR GLD MINIS
-$478.0K
306,477
+4%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME E
-$475.0K
0
-100%
减持
BOND
PIMCOTOTAL RETURN ETF
-$453.0K
73,991
-1%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$445.0K
49,360
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$401.0K
1,265
-53%
增持
IVV
ISHARES S&P 500 INDEX ETF
-$388.0K
29,209
+2%
清仓
MINT
PIMCO EXCH TRADED FUND
-$384.0K
0
-100%
建仓
XJH
ISHARES ESG SCREENED S&P MID
+$334.0K
11,235
清仓
EEM
ISHARES MSCI EMERGING MARKETS
-$310.0K
0
-100%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$309.0K
47,325
+14%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$307.0K
59,497
+33%
增持
VXF
VANGUARD EXTENDED MARKET INDE
+$292.0K
41,276
+9%
清仓
GOOG
ALPHABET INC CLASS C
-$291.0K
0
-100%
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY
-$277.0K
0
-100%
清仓
USMV
ISHARES EDGE MSCI MIN VOL USA
-$261.0K
0
-100%
增持
ESGV
VANGUARD WORLD ESG US STOCK E
+$251.0K
12,685
+54%
减持
MSFT
MICROSOFT CORPORATION
-$249.0K
8,879
-2%
清仓
IEMG
ISHARES INC CORE MSCI EMERGIN
-$248.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP NEW
-$242.0K
0
-100%
增持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$240.0K
7,595
+44%
减持
AMZN
AMAZON.COM INC
-$237.0K
2,020
-54%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$235.0K
18,395
+113%
建仓
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$233.0K
9,905
建仓
USXF
ISHARES ESG ADVANCED MSCI USA
+$223.0K
7,975
建仓
MUB
ISHARES S&P NATL AMTFREE MUNI
+$218.0K
2,125
清仓
MMM
3M COMPANY
-$213.0K
0
-100%
增持
JPM
J P MORGAN CHASE & CO COM ISI
+$209.0K
6,505
+55%
清仓
LLY
LILLY ELI & CO
-$200.0K
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$199.0K
67,613
-0%
建仓
FAN
FIRST TRUST GLOBAL WIND ENERG
+$184.0K
12,135
清仓
PBR
PETROLEO BRASILEIRO SA ADR
-$173.0K
0
-100%
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$163.0K
14,322
+23%
增持
GLD
SPDR GOLD TRUST ETF
-$153.0K
12,500
+1%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$147.0K
11,580
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX
-$140.0K
30,835
+2%
增持
MA
MASTERCARD INC CL A
+$122.0K
1,850
+44%
增持
IDV
ISHARES TR INTL SEL DIV ETF
-$121.0K
57,095
+10%
增持
PFE
PFIZER INC.
-$120.0K
17,364
+3%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE
-$115.0K
5,142
-22%
增持
CSCO
CISCO SYS INC
+$115.0K
8,426
+62%
增持
VCLT
VANGUARD LONG TERM CORPORATE
-$110.0K
43,979
+7%
增持
MDY
SPDR S&P MID CAP 400 ETF
+$110.0K
7,236
+7%
减持
CMCSA
COMCASTCORP NEW CL A
-$103.0K
9,170
-3%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
-$102.0K
15,485
+1%
减持
JNJ
JOHNSON & JOHNSON COM
-$101.0K
3,030
-10%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$100.0K
6,685
-5%
增持
EWH
ISHARES MSCI HONG KONG INDEX
-$98.0K
27,821
+2%
减持
MOO
MARKET VECTORS AGRIBUSINESS E
-$90.0K
2,827
-23%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$89.0K
13,635
+18%
增持
PG
PROCTER & GAMBLE CO
-$83.0K
5,108
+1%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$82.0K
21,555
+20%
减持
V
VISA INC CLASS A
-$81.0K
3,544
-2%
减持
BMY
BRISTOL MYERS SQUIBB
-$80.0K
9,150
-3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$79.0K
10,239
-1%
减持
VTV
VANGUARD VALUE ETF
-$75.0K
7,660
-1%
减持
KO
COCA COLA CO
-$75.0K
7,816
-4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$73.0K
30,605
+3%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$73.0K
12,885
-1%
减持
MCD
MCDONALDS CORP
-$70.0K
3,269
-2%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$69.0K
16,329
+4%
减持
ABT
ABBOTT LABORATORIES
-$58.0K
4,587
-1%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$55.0K
18,640
+6%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
-$50.0K
10,832
+12%
增持
NKE
NIKE INC CLASS B
-$46.0K
3,444
+6%
减持
WMT
WAL-MART STORES INC
+$44.0K
5,521
-0%
减持
SYK
STRYKER CORP
-$43.0K
1,918
-12%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
-$42.0K
8,074
+9%
减持
PGX
POWERSHARES PREFERRED ETF
-$42.0K
91,138
-0%
减持
COST
COSTCO WHOLESALE CORP
-$41.0K
1,732
-3%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$40.0K
5,635
+2%
减持
ORCL
ORACLE CORPORATION
-$38.0K
3,636
-2%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$37.0K
28,208
+22%
减持
UNH
UNITEDHEALTH GROUP
-$36.0K
1,643
-3%
减持
—
BROOKFIELD ASSET MANAGEMENT
-$32.0K
5,855
-4%
增持
PEP
PEPSICO INC
-$32.0K
11,221
+0%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$32.0K
35,195
+0%
减持
UNP
UNION PACIFIC CORP
-$32.0K
1,640
-1%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$31.0K
38,885
+23%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$31.0K
4,185
-5%
增持
—
BUNGE LIMITED
-$28.0K
4,160
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
-$27.0K
665
+1%
增持
VTI
VANGUARD INDEX FDS VANGUARD
+$27.0K
2,225
+13%
减持
DSI
ISHARES MSCI KLD
-$26.0K
3,383
-4%
减持
LOW
LOWES COMPANIES
+$24.0K
2,347
-2%
减持
CAT
CATERPILLAR INC
-$24.0K
1,625
-0%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$23.0K
27,359
+9%
增持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$21.0K
19,725
+8%
减持
PGF
POWERSHARES FINANCIAL PREFERR
-$21.0K
35,059
-1%
增持
—
ACCENTURELTD BERMUDA CL A ISI
-$20.0K
2,377
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$19.0K
1,262
-0%
减持
MRK
MERCK & CO INC
-$15.0K
2,452
-1%
增持
CGW
CLAYMORE S&P GLOBAL WATER ETF
-$14.0K
5,455
+1%
增持
EEMS
ISHARES INC MSCI EMRG MKTS SM
-$12.0K
4,935
+0%
增持
VOO
VANGUARD S&P 500 ETF
-$12.0K
1,336
+3%
减持
AAPL
APPLE COMPUTER INC.
+$12.0K
26,236
-1%
减持
AMLP
ALERIAN MLP ETF
-$12.0K
19,866
-7%
增持
AVGO
BROADCOM INC
-$11.0K
786
+6%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$11.0K
7,664
+4%
增持
QCOM
QUALCOMM INC
+$11.0K
1,945
+19%
增持
HD
HOME DEPOT INC COM
+$11.0K
3,294
+1%
增持
TXN
TEXAS INSTRUMENTS INC
+$10.0K
3,441
+1%
减持
BBD
BANCO BRADESCO SA ADR
+$9.0K
44,479
-6%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
+$8.0K
5,455
-4%
增持
—
BRF - BRASIL FOODS SA ADR
+$8.0K
72,690
+15%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
-$6.0K
16,875
+15%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$6.0K
21,737
+10%
增持
JGH
NUVEEN GLB HIGH INC FD
+$5.0K
17,471
+13%
减持
NTR
NUTRIEN LTD
-$5.0K
2,758
-6%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$3.0K
23,409
+1%
增持
SPGI
S&P GLOBAL INC
+$3.0K
673
+12%
减持
NEE
NEXTERA ENERGY INC COM
-$2.0K
6,754
-2%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$1.0K
9,330
+0%
