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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 146 项
建仓 12
增持 67
减持 62
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$8.1M
248,902
-3%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$2.4M
235,941
+0%
增持
VNQ
VANGUARD REIT INDEX ETF
+$1.9M
127,424
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。
+3%
增持
SPYX
SPDR SER TR SP500 FOSL ETF
+$1.4M
189,219
+11%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$1.2M
26,202
-1%
增持
AAPL
APPLE COMPUTER INC.
+$1.2M
29,864
+12%
减持
GLDM
WORLD GOLD TR SPDR GLD MINIS
+$943.2K
285,228
-3%
减持
VXF
VANGUARD EXTENDED MARKET INDE
+$790.9K
39,984
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$784.8K
156,536
+2%
建仓
IBTG
ISHARES IBONDS TERM TREASURY
+$747.6K
32,710
增持
ESGV
VANGUARD ESG US STOCK ETF
+$690.3K
31,588
+19%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM
+$613.0K
25,650
增持
MSFT
MICROSOFT CORPORATION
+$572.5K
8,841
+1%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$548.1K
119,674
-9%
增持
USXF
ISHARES ESG ADVANCED MSCI USA
+$487.2K
33,125
+38%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$471.4K
27,175
+35%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$468.4K
142,984
+7%
建仓
IBMO
ISHARES IBONDS DEC 2026 TERM
+$437.0K
17,130
增持
—
ISHARES IBONDS TERM TREASURY
+$410.4K
31,770
+123%
增持
—
ISHARES IBONDS TERM TREASURY
+$407.3K
31,015
+122%
减持
VGSH
VANGUARD SHORT TERM TREASURY
-$374.0K
356,515
-3%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$366.9K
29,660
+35%
清仓
EUSB
ISHARES ESG ADVANCED TOTAL US
-$365.6K
0
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$363.7K
169,297
+0%
清仓
—
ISHARES IBONDS DEC 2023 TERM
-$348.6K
0
-100%
减持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$343.0K
367,402
-3%
减持
VCLT
VANGUARD LONG TERM CORPORATE
+$331.3K
40,491
-0%
清仓
—
ISHARES IBONDS TERM TREASURY
-$325.9K
0
-100%
增持
DMXF
ISHARES ESG ADVANCED MSCI EAF
+$318.1K
14,050
+38%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$310.2K
32,572
+10%
增持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$299.1K
10,320
+10%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$276.7K
74,187
+5%
减持
SHV
ISHARES BARCLAYS SHORT TREASU
-$276.1K
23,872
-9%
增持
MRK
MERCK & CO INC
+$275.3K
4,478
+117%
建仓
XJR
ISHARES ESG SCREENED S&P SMAL
+$274.1K
7,165
建仓
SPGI
S&P GLOBAL INC
+$267.8K
608
增持
—
ISHARES IBONDS DEC 2025 TERM
+$267.3K
24,230
+78%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$261.5K
24,005
+76%
增持
XJH
ISHARES ESG SCREENED S&P MID
+$251.0K
31,910
+13%
建仓
BAC
BANK OF AMERICA COM
+$237.1K
7,043
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$236.9K
163,150
-1%
增持
—
EXXON MOBIL CORPORATION
+$236.9K
7,651
+70%
建仓
BN
BROOKFIELD CORP
+$234.9K
5,855
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$230.2K
29,642
+2%
清仓
—
ISHARES IBONDS DEC 2023 TERM
-$215.0K
0
-100%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$213.1K
16,345
+93%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$210.3K
16,690
+93%
清仓
CSX
C S X CORP
-$209.9K
0
-100%
建仓
ITW
ILLINOIS TOOL WORKS
+$208.5K
796
减持
VCEB
VANGUARD ESG US CORPORATE BON
-$204.9K
3,275
-53%
建仓
DCOR
DIMENSIONAL US CORE EQUITY 1
+$204.8K
3,830
建仓
QQQ
NASDAQ 100 TR
+$204.8K
500
建仓
WFC
WELLS FARGO & CO
+$204.6K
4,157
建仓
—
CHUBB CORP
+$200.2K
886
增持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$198.0K
15,936
+2%
减持
GLD
SPDR GOLD TRUST ETF
+$197.5K
11,189
-1%
减持
IAU
ISHARES GOLD TRUST
+$197.1K
61,743
-2%
减持
AVGO
BROADCOM INC
+$181.5K
708
-3%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
+$180.0K
14,355
+13%
减持
BMY
BRISTOL MYERS SQUIBB
-$179.5K
7,270
-24%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
+$177.4K
69,385
-5%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$177.0K
60,260
+1%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$171.1K
24,290
+14%
增持
EMXF
ISHARES ESG ADVANCED MSCI EM
+$132.5K
10,100
+51%
增持
VEU
VANGUARD INTL EQUITY INDEX
+$125.8K
22,965
+2%
减持
BOND
PIMCOTOTAL RETURN ETF
+$122.4K
58,555
-3%
减持
COST
COSTCO WHOLESALE CORP
+$116.2K
1,637
-4%
增持
NKE
NIKE INC CLASS B
+$110.3K
3,056
+32%
减持
MDY
SPDR S&P MID CAP 400 ETF
+$110.2K
6,536
-7%
减持
BND
VANGUARD TOTAL BOND MARKET ET
+$107.1K
43,831
-2%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$106.4K
5,461
+23%
增持
CAT
CATERPILLAR INC
+$104.8K
1,490
+21%
减持
JPM
JP MORGAN CHASE & CO.
+$103.9K
6,226
-5%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$93.8K
30,600
+0%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$88.9K
76,845
+2%
减持
HD
HOME DEPOT INC COM
+$85.2K
3,076
-5%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$83.6K
7,828
+1%
减持
IYR
ISHARES TR DOW JONES U S REAL
+$82.6K
6,550
-1%
减持
JNJ
JOHNSON & JOHNSON COM
-$81.1K
2,749
-16%
增持
VWOB
VANGUARD EMERGING MKTS GOVT B
+$80.8K
5,360
+22%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$74.5K
31,226
+14%
增持
ESGE
ISHARES INC MSCI EM ESG OPT
+$72.8K
25,631
+4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$72.8K
8,135
+1%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$71.7K
18,675
+2%
增持
VTV
VANGUARD VALUE ETF
+$70.9K
5,844
+0%
增持
HYD
VANECK VECTORS ETF TR HIGH YL
+$67.3K
5,210
+27%
减持
—
ACCENTURE PLC
+$64.8K
2,217
-5%
减持
V
VISA INC CLASS A
+$63.6K
3,530
-5%
减持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$61.9K
9,572
-0%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$61.1K
9,645
-18%
减持
KO
COCA COLA CO
-$60.0K
6,311
-18%
减持
MCD
MCDONALDS CORP
+$58.7K
3,050
-5%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$57.9K
35,965
+9%
减持
CSCO
CISCO SYS INC
-$56.7K
8,536
-6%
减持
VOO
VANGUARD S&P 500 ETF
+$54.5K
1,326
-1%
减持
UNP
UNION PACIFIC CORP
+$51.3K
1,560
-4%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$49.9K
1,510
+13%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$48.8K
26,064
+9%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$48.2K
15,940
-14%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$47.2K
6,162
+4%
减持
ABT
ABBOTT LABORATORIES
+$45.9K
4,427
-3%
增持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
+$45.9K
13,030
+5%
增持
BBD
BANCO BRADESCO SA ADR
+$45.2K
53,509
+7%
减持
PFE
PFIZER INC.
-$45.0K
9,713
-1%
减持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$43.6K
24,940
-13%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$42.1K
14,140
+4%
增持
FAN
FIRST TRUST GLOBAL WIND ENERG
+$38.2K
12,990
+7%
减持
EWW
ISHARES MSCI MEXICO INVESTABL
+$36.4K
6,625
-7%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
+$36.0K
9,959
+30%
减持
WMT
WAL-MART STORES INC
-$35.7K
5,128
-3%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$35.6K
4,675
+2%
减持
VTI
VANGUARD INDEX FDS VANGUARD
+$34.9K
1,790
-2%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$34.5K
5,222
+1%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$30.8K
8,255
+3%
增持
JGH
NUVEEN GLB HIGH INC FD
+$30.7K
17,916
+9%
减持
PGX
INVESCO PREFERRED ETF
+$28.4K
78,138
-1%
减持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$27.7K
31,930
-12%
增持
LMT
LOCKHEED MARTIN CORP COM
+$25.3K
525
+1%
减持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$24.5K
5,250
-4%
减持
MA
MASTERCARD INC CL A
+$24.2K
1,760
-4%
减持
PEP
PEPSICO INC
-$23.0K
8,081
-2%
增持
NEE
NEXTERA ENERGY INC COM
+$20.9K
5,884
+0%
减持
HON
HONEYWELL INTL INC
+$19.0K
1,584
-7%
减持
TXN
TEXAS INSTRUMENTS INC
+$17.8K
3,291
-4%
减持
SYK
STRYKER CORP
-$17.0K
1,803
-12%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$16.0K
4,810
+1%
减持
BRF
MARKET VECTORS BRAZIL SMALL C
+$15.4K
14,250
-1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$14.7K
14,510
+0%
减持
—
LINDE PLC
+$14.1K
659
-4%
减持
AMLP
ALERIAN MLP ETF
-$13.5K
16,615
-3%
减持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$12.8K
16,165
-2%
减持
PG
PROCTER & GAMBLE CO
-$12.7K
4,888
-2%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
+$10.9K
5,140
-7%
减持
UNH
UNITEDHEALTH GROUP
-$10.6K
1,673
-5%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
+$10.2K
11,530
+3%
减持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$10.0K
4,890
-2%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND
-$9.7K
9,218
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL C
-$8.5K
1,415
-3%
减持
PGF
INVESCO FINANCIAL PREFERRED E
+$7.8K
30,775
-2%
减持
—
BRF - BRASIL FOODS SA ADR
+$7.7K
71,405
-23%
增持
MOO
MARKET VECTORS AGRIBUSINESS E
+$7.0K
3,012
+7%
减持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$6.3K
10,935
-1%
减持
LOW
LOWES COMPANIES
+$5.8K
2,162
-5%
增持
IIF
MORGAN STANLEY INDIA INVESTME
-$4.0K
10,884
+2%
增持
PAA
PLAINS ALL AMERICAN PIPELINE
+$2.0K
20,485
+2%
增持
ORCL
ORACLE CORPORATION
+$1.9K
3,679
+1%
