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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 149 项
建仓 31
增持 54
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$7.6M
296,263
+80%
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$3.9M
267,296
-3%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
+$3.6M
66,360
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。
+697%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$2.8M
62,230
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$2.6M
103,537
-18%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$2.5M
106,864
+357%
减持
BOND
PIMCOTOTAL RETURN ETF
-$1.9M
52,184
-29%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$1.7M
163,689
-13%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$1.4M
161,045
-13%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$1.2M
150,891
+8%
建仓
TLH
ISHARES BARCLAYS 10-20 YEAR T
+$1.1M
10,460
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$1.1M
56,220
+19%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$917.9K
79,242
+33%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$858.5K
28,470
+109%
建仓
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
+$822.4K
16,490
减持
GLDM
WORLD GOLD TR SPDR GLD MINIS
+$813.5K
301,782
-2%
增持
ESGV
VANGUARD WORLD ESG US STOCK E
+$780.7K
23,970
+89%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$747.7K
101,431
+7%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$732.8K
94,020
+37%
增持
VTI
VANGUARD INDEX FDS VANGUARD
+$688.9K
5,690
+156%
建仓
XVV
ISHARES ESG SCREENED S&P 500
+$622.5K
21,900
减持
EFA
ISHARES MSCI EAFE INDEX ETF
+$613.1K
79,115
-3%
建仓
EEM
ISHARES MSCI EMERGING MARKETS
+$552.8K
14,585
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$518.8K
26,297
+22%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$517.9K
26,995
+45%
增持
USXF
ISHARES ESG ADVANCED MSCI USA
+$512.8K
24,000
+201%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$503.4K
42,005
-15%
建仓
DMXF
ISHARES ESG ADVANCED MSCI EAF
+$497.9K
9,175
减持
PGX
INVESCO PREFERRED ETF
-$479.9K
53,942
-41%
增持
XJH
ISHARES ESG SCREENED S&P MID
+$471.3K
24,550
+119%
建仓
IGIB
ISHARES TR INTRM TR CRP ETF
+$469.1K
9,475
建仓
—
ISHARES IBONDS DEC 2025 TERM
+$467.8K
19,235
建仓
—
ISHARES IBONDS DEC 2024 TERM
+$467.6K
19,150
建仓
—
ISHARES IBONDS DEC 2023 TERM
+$467.1K
18,660
建仓
—
ISHARES IBONDS TERM TREASURY
+$466.4K
20,035
建仓
—
ISHARES IBONDS TERM TREASURY
+$465.3K
19,510
建仓
—
ISHARES IBONDS TERM TREASURY
+$465.0K
18,825
增持
VNQ
VANGUARD REIT INDEX ETF
+$406.4K
103,799
+2%
建仓
—
ISHARES IBONDS DEC 2025 TERM
+$385.5K
14,620
建仓
—
ISHARES IBONDS DEC 2024 TERM
+$384.1K
14,915
建仓
—
ISHARES IBONDS DEC 2023 TERM
+$383.3K
15,120
建仓
VWOB
VANGUARD EMERGING MKTS GOVT B
+$375.9K
6,165
增持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$360.0K
9,570
+26%
建仓
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$354.4K
7,583
增持
MDY
SPDR S&P MID CAP 400 ETF
+$348.9K
7,351
+2%
建仓
SCHH
CHARLES SCHWAB US REIT
+$312.8K
16,215
减持
AAPL
APPLE COMPUTER INC.
-$300.7K
25,593
-2%
建仓
HON
HONEYWELL INTL INC
+$277.3K
1,294
清仓
CMCSA
COMCASTCORP NEW CL A
-$269.0K
0
-100%
增持
SUSA
ISHARES MSCI USA ESG SELECT E
+$267.7K
15,133
+17%
建仓
VIG
VANGUARD DIVIDEND APPRECIATIO
+$265.0K
1,745
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$261.1K
4,540
+114%
建仓
LQD
ISHARES TR GOLDMAN SACHS COR
+$254.0K
2,409
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$250.3K
1,189
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$249.2K
12,365
+7%
清仓
—
BROOKFIELD ASSET MANAGEMENT
-$239.0K
0
-100%
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$231.6K
16,149
+13%
清仓
AMZN
AMAZON.COM INC
-$228.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$225.4K
616
建仓
—
LINDE PLC
+$223.4K
685
建仓
PFF
ISHARES US PREFERRED STOCK ET
+$222.7K
7,295
清仓
QCOM
QUALCOMM INC
-$220.0K
0
-100%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$217.3K
27,832
-5%
建仓
CSX
C S X CORP
+$211.4K
6,825
建仓
ELV
ELEVANCE HEALTH INC.
+$208.8K
407
建仓
VTEB
VANGUARD MUNI BD FD INC TAX-E
+$207.9K
4,200
清仓
SPGI
S&P GLOBAL INC
-$206.0K
0
-100%
建仓
PSK
SPDR WELLS FARGO PREFERRED ST
+$205.3K
6,255
增持
JPM
J P MORGAN CHASE & CO COM ISI
+$202.4K
6,580
+1%
建仓
VCEB
VANGUARD ESG US CORPORATE BON
+$201.1K
3,315
增持
ESGE
ISHARES INC MSCI EM ESG OPT
+$195.1K
22,020
+30%
增持
UNH
UNITEDHEALTH GROUP
+$173.6K
1,893
+15%
减持
PEP
PEPSICO INC
+$155.4K
11,001
-2%
减持
IDV
ISHARES TR INTL SEL DIV ETF
-$146.9K
41,940
-27%
减持
GLD
SPDR GOLD TRUST ETF
+$146.7K
12,260
-2%
增持
HD
HOME DEPOT INC COM
+$136.2K
3,309
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$130.5K
24,680
-20%
增持
V
VISA INC CLASS A
+$129.2K
3,654
+3%
减持
PFE
PFIZER INC.
+$124.9K
17,269
-1%
增持
MCD
MCDONALDS CORP
+$123.2K
3,329
+2%
增持
SYK
STRYKER CORP
+$122.5K
2,088
+9%
减持
OKE
ONEOK INC CM (NEW)
+$120.9K
8,492
-1%
减持
PG
PROCTER & GAMBLE CO
+$113.3K
5,003
-2%
减持
MA
MASTERCARD INC CL A
+$112.1K
1,835
-1%
减持
PGF
INVESCO FINANCIAL PREFERRED E
-$106.9K
29,174
-17%
增持
JNJ
JOHNSON & JOHNSON COM
+$95.9K
3,345
+10%
减持
IAU
ISHARES GOLD TRUST
+$93.0K
64,326
-5%
增持
IYR
ISHARES TR DOW JONES U S REAL
+$85.3K
7,475
+12%
减持
TRGP
TARGA RESOURCES CORP
+$84.2K
7,281
-3%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$77.2K
8,479
+11%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$73.1K
4,825
+15%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$72.8K
6,236
+11%
减持
VTV
VANGUARD VALUE ETF
-$69.4K
6,245
-18%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$68.4K
907
-28%
减持
EWH
ISHARES MSCI HONG KONG INDEX
+$66.2K
27,281
-2%
增持
CSCO
CISCO SYS INC
+$65.4K
8,446
+0%
减持
AVGO
BROADCOM INC
+$65.3K
741
-6%
减持
XEMDX
WESTERN ASSET EMERGING MARKET
-$62.8K
27,130
-30%
减持
WMT
WAL-MART STORES INC
+$62.6K
5,491
-1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$61.6K
8,404
-18%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$61.1K
5,387
+5%
减持
AMLP
ALERIAN MLP ETF
-$58.0K
17,546
-12%
减持
—
BUNGE LIMITED
+$57.1K
4,010
-4%
减持
ABT
ABBOTT LABORATORIES
+$56.3K
4,557
-1%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$54.4K
19,150
+4%
减持
KO
COCA COLA CO
+$54.4K
7,741
-1%
减持
VCLT
VANGUARD LONG TERM CORPORATE
+$53.6K
43,251
-2%
增持
ET
ENERGY TRANSFER LP
+$51.8K
37,306
+5%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$49.3K
28,260
-8%
增持
PAA
PLAINS ALL AMERICAN PIPELINE
+$48.9K
23,375
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
+$46.6K
1,245
-2%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$44.3K
21,795
+0%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$38.3K
418,838
+0%
减持
—
CHUBB CORP
-$37.0K
911
-31%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$35.3K
16,349
+8%
减持
BRF
MARKET VECTORS BRAZIL SMALL C
-$35.1K
14,375
-4%
减持
TXN
TEXAS INSTRUMENTS INC
+$34.7K
3,436
-0%
减持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$33.7K
13,595
-8%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$30.1K
10,215
+1%
减持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$28.8K
9,592
-11%
减持
CAT
CATERPILLAR INC
+$27.7K
1,230
-24%
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$27.5K
39,286
-5%
减持
MRK
MERCK & CO INC
+$24.5K
2,123
-13%
减持
EWW
ISHARES MSCI MEXICO INVESTABL
+$23.8K
7,095
-4%
减持
BMY
BRISTOL MYERS SQUIBB
-$23.7K
8,705
-5%
减持
EWS
ISHARES MSCI SINGAPORE INDEX
-$23.6K
23,624
-14%
增持
—
BRF - BRASIL FOODS SA ADR
-$22.9K
93,090
+28%
增持
COST
COSTCO WHOLESALE CORP
-$22.6K
1,742
+1%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$21.7K
10,715
+8%
减持
MSFT
MICROSOFT CORPORATION
+$20.6K
8,709
-2%
增持
BBD
BANCO BRADESCO SA ADR
-$20.4K
49,869
+12%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$20.3K
16,524
+1%
增持
NTR
NUTRIEN LTD
-$18.7K
2,893
+5%
增持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$17.2K
4,995
+1%
增持
IIF
MORGAN STANLEY INDIA INVESTME
-$17.1K
10,634
+6%
减持
NKE
NIKE INC CLASS B
-$15.0K
2,316
-33%
减持
—
ACCENTURELTD BERMUDA CL A ISI
+$12.8K
2,342
-1%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
-$11.7K
36,165
+3%
减持
UNP
UNION PACIFIC CORP
+$11.3K
1,600
-2%
减持
ENB
ENBRIDGE INC
+$7.9K
9,921
-3%
减持
FXI
ISHARES FTSE CHINA INDEX ETF
+$7.9K
7,664
-5%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
-$7.8K
16,415
+6%
减持
PFXF
VANECK VECTORS PFD SECS EX FI
-$7.7K
11,270
-1%
减持
NEE
NEXTERA ENERGY INC COM
+$6.2K
6,414
-5%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND
-$4.7K
9,238
-1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$4.0K
520
-22%
增持
SMIN
ISHARES MSCI INDIA SMALL-CAP
-$1.8K
5,510
+1%
减持
JGH
NUVEEN GLB HIGH INC FD
+$792
16,426
-6%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$199
18,665
-5%
