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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 112 项
建仓 6
增持 37
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$9.3M
183,877
+78%
增持
SPY
S&P 500 DEPOSITORY RECEIPT
+$8.1M
269,365
+1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$5.4M
153,499
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。
+51%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$3.3M
11,670
-82%
清仓
FBND
FIDELITY TOTAL BOND ETF
-$2.8M
0
-100%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$1.3M
314,231
+6%
清仓
TLH
ISHARES BARCLAYS 10-20 YEAR T
-$1.1M
0
-100%
增持
IVV
ISHARES S&P 500 INDEX ETF
+$1.1M
28,709
+3%
减持
BAB
INVESCO TAXABLE MUNICIPAL BON
-$1.1M
361,364
-14%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$958.5K
73,615
-31%
增持
VTIP
VANGUARD ST TIPS BOND FD
+$844.1K
174,958
+9%
减持
AAPL
APPLE COMPUTER INC.
+$840.6K
25,263
-1%
减持
GLDM
WORLD GOLD TR
+$771.7K
298,982
-1%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$576.9K
7,803
-37%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$517.2K
151,651
+1%
增持
BOND
PIMCOTOTAL RETURN ETF
+$498.7K
56,281
+8%
减持
PFE
PFIZER INC.
-$491.4K
9,644
-44%
增持
VNQ
VANGUARD REIT INDEX ETF
+$485.8K
108,949
+5%
清仓
IGIB
ISHARES TR INTRM TR CRP ETF
-$469.1K
0
-100%
减持
PEP
PEPSICO INC
-$465.1K
8,351
-24%
减持
VTI
VANGUARD INDEX FDS VANGUARD
-$420.5K
3,270
-43%
减持
MSFT
MICROSOFT CORPORATION
+$413.3K
8,678
-0%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$391.1K
21,010
-26%
建仓
EUSB
ISHARES ESG ADVANCED TOTAL US
+$361.0K
8,350
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$360.8K
103,715
+10%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$351.3K
54,215
+29%
减持
VCLT
VANGUARD LONG TERM CORPORATE
-$347.7K
36,715
-15%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$313.8K
167,327
+198%
增持
VXF
VANGUARD EXTENDED MARKET INDE
+$312.3K
39,457
+0%
减持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$295.3K
4,511
-47%
增持
BND
VANGUARD TOTAL BOND MARKET ET
+$288.2K
44,777
+7%
清仓
LQD
ISHARES TR GOLDMAN SACHS COR
-$254.0K
0
-100%
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$250.3K
0
-100%
建仓
—
LINDE PLC
+$243.5K
685
清仓
—
LINDE PLC
-$223.4K
0
-100%
清仓
PFF
ISHARES US PREFERRED STOCK ET
-$222.7K
0
-100%
增持
PGX
INVESCO PREFERRED ETF
+$219.2K
71,627
+33%
建仓
HYD
VANECK VECTORS ETF TR HIGH YL
+$218.6K
4,225
增持
IAU
ISHARES GOLD TRUST
+$214.3K
65,275
+1%
增持
VCEB
VANGUARD ESG US CORPORATE BON
+$210.5K
6,565
+98%
清仓
ELV
ELEVANCE HEALTH INC.
-$208.8K
0
-100%
建仓
QCOM
QUALCOMM INC
+$208.6K
1,635
清仓
VTEB
VANGUARD MUNI BD FD INC TAX-E
-$207.9K
0
-100%
建仓
EMXF
ISHARES ESG ADVANCED MSCI EM
+$205.0K
5,850
清仓
—
CHUBB CORP
-$201.0K
0
-100%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$179.1K
159,106
-3%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$169.5K
72,262
-9%
减持
—
ISHARES IBONDS DEC 2025 TERM
-$168.4K
8,160
-44%
减持
—
ISHARES IBONDS DEC 2024 TERM
-$168.2K
8,345
-44%
减持
—
ISHARES IBONDS DEC 2023 TERM
-$168.0K
8,465
-44%
增持
ESGV
VANGUARD WORLD ESG US STOCK E
+$156.8K
24,201
+1%
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$132.7K
16,598
+3%
减持
—
ISHARES IBONDS DEC 2025 TERM
-$129.9K
13,775
-28%
减持
—
ISHARES IBONDS DEC 2024 TERM
-$129.4K
13,755
-28%
减持
—
ISHARES IBONDS DEC 2023 TERM
-$129.0K
13,420
-28%
减持
—
ISHARES IBONDS TERM TREASURY
-$128.6K
14,025
-28%
减持
—
ISHARES IBONDS TERM TREASURY
-$128.6K
13,560
-28%
减持
—
ISHARES IBONDS TERM TREASURY
-$128.1K
14,380
-28%
减持
GLD
SPDR GOLD TRUST ETF
+$128.0K
12,050
-2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$122.3K
29,670
+5%
减持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$118.0K
25,707
-2%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$113.8K
21,940
+15%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
+$112.6K
74,185
-6%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$89.8K
27,075
+0%
减持
VWOB
VANGUARD EMERGING MKTS GOVT B
-$89.3K
4,600
-25%
减持
SHV
ISHARES BARCLAYS SHORT TREASU
-$88.7K
15,635
-5%
增持
COST
COSTCO WHOLESALE CORP
+$77.8K
1,757
+1%
减持
JNJ
JOHNSON & JOHNSON COM
-$76.8K
3,317
-1%
减持
NEE
NEXTERA ENERGY INC COM
-$72.7K
6,014
-6%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$68.6K
6,605
-12%
减持
TXN
TEXAS INSTRUMENTS INC
+$67.7K
3,416
-1%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
+$66.7K
14,953
-1%
减持
MUB
ISHARES S&P NATL AMTFREE MUNI
-$66.4K
3,830
-16%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$63.1K
12,410
-15%
减持
VIG
VANGUARD DIVIDEND APPRECIATIO
-$59.4K
1,335
-23%
减持
V
VISA INC CLASS A
+$59.0K
3,629
-1%
减持
AVGO
BROADCOM INC
+$54.7K
731
-1%
增持
—
ACCENTURE PLC
+$53.0K
2,372
+1%
减持
VTV
VANGUARD VALUE ETF
-$47.3K
6,005
-4%
增持
STPZ
PIMCO 1-5 YR US TIPS INDEX ET
+$44.0K
16,975
+3%
增持
XJH
ISHARES ESG SCREENED S&P MID
+$40.7K
24,890
+1%
减持
MCD
MCDONALDS CORP
+$39.8K
3,280
-1%
减持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
-$39.1K
8,960
-16%
减持
CSCO
CISCO SYS INC
+$36.5K
8,396
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$36.3K
22,465
-9%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$36.2K
21,930
+1%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$35.7K
32,930
+21%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$34.4K
5,482
+2%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$34.0K
16,539
+1%
建仓
AMLIF
AMERICAN LITHIUM CORP
+$33.3K
14,414
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$33.2K
8,305
-1%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$32.6K
6,316
+1%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$30.1K
23,904
+1%
减持
JPM
JP MORGAN CHASE & CO.
-$27.5K
6,560
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUIT
+$21.6K
18,900
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$18.7K
1,185
-5%
减持
SUB
ISHARES S&P SHORT-TERM NATION
-$16.3K
4,650
-4%
减持
ESGE
ISHARES INC MSCI EM ESG OPT
+$15.8K
21,535
-2%
减持
MRK
MERCK & CO INC
-$12.3K
2,098
-1%
减持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$9.0K
7,563
-0%
增持
PGF
INVESCO FINANCIAL PREFERRED E
+$8.1K
29,489
+1%
减持
AMLP
ALERIAN MLP ETF
-$7.1K
17,099
-3%
增持
SCHH
CHARLES SCHWAB US REIT
+$5.7K
16,335
+1%
减持
—
EXXON MOBIL CORPORATION
-$5.0K
5,150
-0%
减持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$4.7K
10,105
-1%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$3.9K
9,277
+0%
减持
DSI
ISHARES MSCI KLD
+$3.4K
3,158
-7%
增持
UNP
UNION PACIFIC CORP
-$3.3K
1,630
+2%
减持
WMT
WAL-MART STORES INC
+$1.6K
5,291
-4%
减持
PFXF
VANECK VECTORS PFD SECS EX FI
+$886
10,720
-5%
减持
LOW
LOWES COMPANIES
-$287
2,337
-0%
减持
MDY
SPDR S&P MID CAP 400 ETF
+$220
7,101
-3%
