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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 101 项
建仓 1
增持 53
减持 46
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPY
S&P 500 DEPOSITORY RECEIPT
-$3.9M
257,895
+0%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$3.0M
367,527
+17%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$1.8M
131,798
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。
-23%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$1.8M
235,483
+27%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$1.3M
26,298
+80%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$1.1M
26,370
-5%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$785.4K
168,462
+6%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$466.0K
134,246
+22%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
-$464.8K
153,551
-1%
清仓
SCHH
CHARLES SCHWAB US REIT
-$319.0K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$286.6K
44,664
-5%
增持
AMZN
AMAZON.COM INC
+$277.4K
3,946
+129%
增持
GLDM
WORLD GOLD TR SPDR GLD MINIS
-$261.1K
292,567
+1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$245.6K
164,817
+3%
增持
AAPL
APPLE COMPUTER INC.
-$233.8K
26,745
+8%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
-$224.5K
169,989
+0%
建仓
ADP
AUTOMATIC DATA PROCESSING INC
+$218.2K
907
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$201.3K
12,390
-24%
增持
MSFT
MICROSOFT CORPORATION
-$196.3K
8,716
+1%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
-$189.9K
73,285
+1%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$187.5K
7,021
-1%
增持
VXF
VANGUARD EXTENDED MARKET INDE
-$159.9K
40,349
+1%
减持
GLD
SPDR GOLD TRUST ETF
-$155.7K
11,324
-4%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$153.6K
70,707
-2%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
-$139.8K
18,330
-15%
增持
VNQ
VANGUARD REIT INDEX ETF
+$139.1K
123,792
+12%
减持
MCD
MCDONALDS CORP
-$133.1K
3,210
-2%
减持
XVV
ISHARES ESG SCREENED S&P 500
-$101.1K
21,965
-9%
减持
IAU
ISHARES GOLD TRUST
-$98.3K
63,240
-0%
减持
TRP
TC ENERGY CORPCOM
-$97.7K
7,593
-15%
减持
ENB
ENBRIDGE INC
-$90.2K
8,386
-15%
减持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$88.8K
29,547
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$88.7K
1,465
-17%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$88.1K
9,375
-2%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
-$79.1K
15,696
-2%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$78.4K
4,595
+25%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$71.9K
15,128
-1%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$71.5K
75,020
+4%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$71.4K
59,435
+9%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
-$70.7K
377,375
+4%
增持
AMLP
ALERIAN MLP ETF
+$68.8K
17,060
+3%
减持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$66.7K
5,931
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$58.9K
22,430
-0%
增持
HON
HONEYWELL INTL INC
+$55.0K
1,695
+36%
增持
CSCO
CISCO SYS INC
+$53.5K
9,076
+8%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$50.4K
20,115
-1%
增持
PGX
INVESCO PREFERRED ETF
+$49.3K
79,258
+10%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
-$48.9K
12,670
+7%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$47.1K
10,995
+23%
增持
ORCL
ORACLE CORPORATION
-$47.0K
3,644
+0%
增持
—
EXXON MOBIL CORPORATION
+$47.0K
4,491
+0%
增持
LLY
LILLY ELI & CO
+$46.3K
624
+1%
减持
OKE
ONEOK INC CM (NEW)
-$45.6K
7,544
-11%
减持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$44.2K
4,441
-8%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$42.8K
18,520
-6%
增持
DVY
ISHARES DOW JONES SELECT DIVI
-$42.6K
7,748
+0%
减持
VTV
VANGUARD VALUE ETF
-$38.3K
5,820
-2%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE
-$37.2K
5,172
-6%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$36.3K
11,830
-4%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$36.0K
8,085
-2%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$35.8K
14,506
-12%
减持
HD
HOME DEPOT INC COM
-$35.6K
3,246
-1%
减持
PFE
PFIZER INC.
-$35.3K
9,788
-0%
减持
KO
COCA COLA CO
-$34.2K
7,716
-0%
增持
PGF
INVESCO FINANCIAL PREFERRED E
+$33.9K
31,355
+11%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
-$29.5K
29,060
+4%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
-$28.1K
21,255
-1%
增持
VCLT
VANGUARD LONG TERM CORPORATE
-$27.8K
40,687
+9%
减持
—
ISHARES IBONDS TERM TREASURY
-$27.5K
13,130
-8%
减持
MRK
MERCK & CO INC
-$26.3K
2,068
-0%
增持
AVGO
BROADCOM INC
-$25.3K
733
+0%
减持
TRGP
TARGA RESOURCES CORP
-$24.4K
6,179
-15%
减持
PAA
PLAINS ALL AMERICAN PIPELINE
-$21.3K
20,125
-14%
增持
DMXF
ISHARES ESG ADVANCED MSCI EAF
+$20.6K
10,150
+11%
增持
JNJ
JOHNSON & JOHNSON COM
-$20.5K
3,287
+2%
减持
—
ISHARES IBONDS TERM TREASURY
-$19.3K
14,265
-5%
减持
—
ISHARES IBONDS DEC 2025 TERM
-$19.0K
13,650
-5%
增持
EMXF
ISHARES ESG ADVANCED MSCI EM
+$18.4K
6,675
+14%
减持
—
ISHARES IBONDS TERM TREASURY
-$18.0K
13,955
-5%
减持
—
ISHARES IBONDS DEC 2024 TERM
-$17.5K
13,605
-5%
增持
BOND
PIMCOTOTAL RETURN ETF
-$17.2K
60,194
+4%
减持
WMT
WAL-MART STORES INC
+$14.0K
5,278
-0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$10.6K
30,540
+4%
减持
PFXF
VANECK VECTORS PFD SECS EX FI
-$10.5K
11,175
-0%
增持
EUSB
ISHARES ESG ADVANCED TOTAL US
+$10.1K
8,950
+7%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$8.4K
8,660
+4%
增持
BMY
BRISTOL MYERS SQUIBB
+$7.7K
9,520
+12%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$6.8K
8,465
+4%
减持
—
ISHARES IBONDS DEC 2023 TERM
-$6.8K
13,745
-2%
增持
V
VISA INC CLASS A
-$6.4K
3,719
+2%
增持
VCEB
VANGUARD ESG US CORPORATE BON
+$5.6K
6,945
+6%
增持
—
LINDE PLC
-$4.5K
689
+1%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$4.3K
9,406
+1%
增持
XJH
ISHARES ESG SCREENED S&P MID
+$4.2K
28,130
+6%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
-$4.1K
24,734
+4%
减持
ET
ENERGY TRANSFER LP
+$4.0K
34,056
-9%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$2.8K
26,543
+4%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
-$1.2K
8,020
+4%
增持
JPM
JP MORGAN CHASE & CO.
+$1.0K
6,586
+0%
增持
DSI
ISHARES MSCI KLD
-$968
4,437
+3%
增持
SUB
ISHARES S&P SHORT-TERM NATION
-$952
4,775
+1%
