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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 93 项
建仓 1
增持 40
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$3.9M
257,610
-4%
减持
GLDM
WORLD GOLD TR
-$706.5K
288,439
-4%
减持
AAPL
APPLE COMPUTER INC.
+$646.9K
24,812
-2%
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。
减持
IVV
ISHARES S&P 500 INDEX ETF
+$583.2K
27,787
-3%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$566.3K
169,429
+1%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$508.1K
185,069
+1%
减持
MSFT
MICROSOFT CORPORATION
+$446.5K
8,658
-0%
增持
VXF
VANGUARD EXTENDED MARKET INDE
+$411.2K
39,932
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$328.0K
155,436
+2%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$310.2K
159,241
+4%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$291.7K
170,282
-3%
减持
VTI
VANGUARD INDEX FDS VANGUARD
-$263.2K
1,835
-44%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$258.2K
25,446
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
+$236.0K
1,765
+49%
建仓
AMZN
AMAZON.COM INC
+$224.2K
1,720
增持
VGSH
VANGUARD SHORT TERM TREASURY
-$215.5K
314,908
+0%
清仓
NTR
NUTRIEN LTD
-$213.6K
0
-100%
清仓
PSK
SPDR WELLS FARGO PREFERRED ST
-$212.4K
0
-100%
清仓
QCOM
QUALCOMM INC
-$208.6K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING INC
-$201.9K
0
-100%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$191.6K
27,950
+9%
增持
VNQ
VANGUARD REIT INDEX ETF
+$179.8K
110,423
+1%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$165.5K
109,704
+6%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$161.5K
29,733
+10%
减持
MDY
SPDR S&P MID CAP 400 ETF
+$138.4K
7,086
-0%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$136.8K
24,055
+10%
减持
IAU
ISHARES GOLD TRUST
-$128.2K
63,509
-3%
增持
SUSA
ISHARES MSCI USA ESG SELECT E
+$120.5K
15,303
+2%
增持
DSI
ISHARES MSCI KLD
+$115.9K
4,303
+36%
减持
SHV
ISHARES BARCLAYS SHORT TREASU
-$112.0K
14,628
-6%
减持
GLD
SPDR GOLD TRUST ETF
-$110.6K
11,764
-2%
增持
XJH
ISHARES ESG SCREENED S&P MID
+$102.6K
26,630
+7%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
-$99.0K
362,127
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ET
+$97.4K
46,819
+5%
增持
BOND
PIMCOTOTAL RETURN ETF
+$87.9K
57,937
+3%
减持
—
EXXON MOBIL CORPORATION
-$83.7K
4,485
-13%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
+$75.1K
23,808
+11%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$65.0K
72,285
-3%
减持
BMY
BRISTOL MYERS SQUIBB
-$58.5K
8,520
-2%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$53.1K
72,285
-2%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$52.9K
20,255
-4%
增持
IDV
ISHARES TR INTL SEL DIV ETF
-$52.1K
54,625
+1%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$51.8K
15,936
-4%
减持
WMT
WAL-MART STORES INC
+$49.9K
5,281
-0%
减持
LOW
LOWES COMPANIES
+$48.8K
2,287
-2%
减持
COST
COSTCO WHOLESALE CORP
+$46.0K
1,707
-3%
减持
UNH
UNITEDHEALTH GROUP
-$44.8K
1,768
-7%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$44.5K
16,340
-4%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$43.1K
28,825
+2%
减持
HD
HOME DEPOT INC COM
+$39.9K
3,272
-1%
减持
—
ACCENTURE PLC
+$38.6K
2,322
-2%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$37.8K
7,737
-1%
增持
PFE
PFIZER INC.
-$33.5K
9,813
+2%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$33.5K
21,450
-2%
减持
NEE
NEXTERA ENERGY INC COM
-$27.7K
5,874
-2%
减持
SYK
STRYKER CORP
+$25.7K
2,038
-2%
增持
SCHE
SCHWAB EMERGING MARKETS EQUIT
+$22.8K
19,740
+4%
减持
PGF
INVESCO FINANCIAL PREFERRED E
-$21.2K
28,360
-4%
减持
MUB
ISHARES S&P NATL AMTFREE MUNI
-$19.9K
3,680
-4%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$19.8K
4,829
+7%
减持
JNJ
JOHNSON & JOHNSON COM
+$18.3K
3,217
-3%
增持
—
ISHARES IBONDS DEC 2023 TERM
+$17.3K
14,050
+5%
增持
—
ISHARES IBONDS TERM TREASURY
+$17.0K
14,245
+5%
减持
MRK
MERCK & CO INC
+$16.0K
2,073
-1%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$15.7K
14,375
+5%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$15.2K
29,390
-1%
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$14.9K
37,480
+2%
减持
PG
PROCTER & GAMBLE CO
+$14.5K
4,998
-0%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$14.5K
6,336
+0%
增持
—
ISHARES IBONDS TERM TREASURY
+$14.0K
14,735
+5%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$13.8K
14,425
+5%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
-$12.3K
11,840
+1%
减持
VWOB
VANGUARD EMERGING MKTS GOVT B
-$12.0K
4,410
-4%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$11.8K
160,460
+1%
减持
VTV
VANGUARD VALUE ETF
+$11.7K
5,919
-1%
减持
HON
HONEYWELL INTL INC
+$10.8K
1,244
-4%
增持
—
ISHARES IBONDS TERM TREASURY
+$10.2K
15,070
+5%
减持
AMLP
ALERIAN MLP ETF
-$9.8K
16,605
-3%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
+$9.1K
11,225
+5%
减持
HYD
VANECK VECTORS ETF TR HIGH YL
-$7.6K
4,110
-3%
减持
VWO
VANGUARD EMERGING MARKETS ETF
+$6.6K
71,927
-0%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$5.3K
4,730
+2%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$4.8K
8,215
-1%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$4.5K
16,428
-1%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$4.5K
12,265
-1%
增持
PGX
INVESCO PREFERRED ETF
-$3.7K
71,998
+1%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
+$3.6K
21,525
-2%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$3.4K
9,336
+1%
减持
—
ISHARES IBONDS DEC 2025 TERM
-$3.2K
8,125
-0%
减持
PEP
PEPSICO INC
+$3.1K
8,236
-1%
减持
—
ISHARES IBONDS DEC 2024 TERM
-$1.8K
8,310
-0%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$1.1K
7,728
+2%
减持
—
ISHARES IBONDS DEC 2023 TERM
-$512
8,425
-0%
