小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 118 项
建仓 8
增持 58
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$11.2M
247,607
-1%
建仓
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$4.2M
141,405
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$2.3M
458,340
+25%
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
STIP
ISHARES 0-5 YEAR TIPS BOND ET
-$1.7M
150,732
-11%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$980.6K
49,520
-33%
减持
GLDM
WORLD GOLD TR SPDR GLD MINIS
-$966.9K
242,947
-15%
减持
VGSH
VANGUARD SHORT TERM TREASURY
-$889.5K
342,793
-4%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$866.5K
25,453
-3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$805.4K
165,506
+6%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$733.2K
56,285
-19%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$732.5K
36,693
+16%
减持
AAPL
APPLE COMPUTER INC.
-$680.3K
29,563
-1%
增持
USXF
ISHARES ESG ADVANCED MSCI USA
+$610.0K
42,725
+29%
减持
SPYX
SPDR SER TR SP500 FOSL ETF
+$561.7K
184,704
-2%
增持
VXF
VANGUARD EXTENDED MARKET INDE
+$544.4K
40,615
+2%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$514.8K
157,486
+10%
清仓
SUB
ISHARES S&P SHORT-TERM NATION
-$507.1K
0
-100%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$447.0K
11,113
+190%
增持
—
ISHARES IBONDS TERM TREASURY
+$443.0K
49,415
+59%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$432.0K
37,510
+26%
建仓
—
BUNGE LIMITED
+$426.5K
4,160
建仓
EUSB
ISHARES ESG ADVANCED TOTAL US
+$406.9K
9,500
清仓
—
BUNGE LIMITED
-$404.8K
0
-100%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$373.9K
10,158
+86%
增持
BOND
PIMCOTOTAL RETURN ETF
+$336.3K
62,593
+7%
增持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$335.8K
11,385
+10%
增持
DMXF
ISHARES ESG ADVANCED MSCI EAF
+$335.6K
18,100
+29%
增持
—
ISHARES IBONDS TERM TREASURY
+$304.7K
44,955
+42%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$301.6K
46,200
+41%
建仓
BGRN
ISHARES USD GREEN BOND ETF
+$297.8K
6,350
减持
SHV
ISHARES BARCLAYS SHORT TREASU
-$275.4K
21,292
-11%
减持
MDY
SPDR S&P MID CAP 400 ETF
+$264.8K
6,436
-2%
增持
VCEB
VANGUARD ESG US CORPORATE BON
+$248.9K
7,275
+122%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$239.1K
31,520
+16%
建仓
GE
GENERAL ELECTRIC COMPANY
+$236.4K
1,347
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$233.4K
44,468
+10%
建仓
QCOM
QUALCOMM INC
+$226.0K
1,335
增持
XJH
ISHARES ESG SCREENED S&P MID-
+$211.2K
34,445
+8%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$205.3K
32,065
+34%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$203.3K
32,375
+34%
建仓
EZA
ISHARES MSCI SOUTH AFRICA IND
+$202.9K
5,180
建仓
—
ISHARES MSCI FRONTIER 100 ETF
+$202.6K
7,070
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$200.7K
34,120
+33%
增持
VSGX
VANGUARD WORLD FD ESG INTL ST
+$195.8K
34,737
+7%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$187.5K
7,912
+28%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$186.7K
30,357
+2%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$178.1K
244,681
+4%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$172.3K
115,076
-4%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$160.5K
42,176
-4%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$158.2K
6,180
+32%
减持
IAU
ISHARES GOLD TRUST
+$154.0K
61,029
-1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$129.8K
164,955
+1%
减持
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$129.5K
10,520
-34%
增持
VNQ
VANGUARD REIT INDEX ETF
+$128.9K
131,685
+3%
增持
AMZN
AMAZON.COM INC
+$115.8K
3,966
+1%
增持
WMT
WAL-MART STORES INC
+$114.2K
15,335
+199%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
+$111.4K
16,790
+17%
减持
EEM
ISHARES MSCI EMERGING MARKETS
-$110.5K
6,750
-30%
减持
GLD
SPDR GOLD TRUST ETF
+$107.2K
10,919
-2%
增持
EMXF
ISHARES ESG ADVANCED MSCI EM
+$105.1K
13,025
+29%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$102.4K
20,569
+10%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$98.0K
10,807
+13%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$96.2K
73,640
-4%
减持
MRK
MERCK & CO INC
+$95.4K
4,423
-1%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$92.2K
15,346
-4%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$87.1K
31,289
+20%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
+$86.2K
14,718
-3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$73.4K
30,865
+1%
减持
ORCL
ORACLE CORPORATION
+$71.7K
3,659
-1%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$71.7K
11,550
-11%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$70.7K
9,877
+20%
减持
SYK
STRYKER CORP
+$67.7K
1,698
-6%
减持
MCD
MCDONALDS CORP
-$65.5K
2,975
-2%
减持
PG
PROCTER & GAMBLE CO
+$65.4K
4,818
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$65.1K
1,355
-4%
增持
TRP
TC ENERGY CORPCOM
+$65.1K
9,003
+19%
增持
XJR
ISHARES ESG SCREENED S&P SMAL
+$61.0K
8,555
+19%
减持
AMLP
ALERIAN MLP ETF
+$57.6K
16,100
-3%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$55.3K
38,436
+23%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$54.3K
16,400
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$49.2K
14,789
+2%
减持
VTV
VANGUARD VALUE ETF
+$47.1K
5,654
-3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$43.5K
7,865
-3%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$43.4K
38,985
+8%
增持
ENB
ENBRIDGE INC
+$40.1K
9,456
+13%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
-$39.6K
21,020
-13%
减持
DSI
ISHARES MSCI KLD
+$39.3K
4,397
-1%
减持
PEP
PEPSICO INC
+$38.6K
8,063
-0%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
+$36.7K
1,775
-1%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
+$33.9K
13,115
+14%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$33.5K
12,305
+13%
增持
PGF
INVESCO FINANCIAL PREFERRED E
+$31.7K
31,520
+2%
减持
PGX
INVESCO PREFERRED ETF
+$31.4K
78,088
-0%
减持
MSFT
MICROSOFT CORPORATION
+$31.1K
7,976
-10%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
-$30.0K
15,940
+13%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$25.2K
6,380
-3%
增持
FXI
ISHARES FTSE CHINA INDEX ETF
+$24.3K
10,954
+10%
增持
JGH
NUVEEN GLB HIGH INC FD
+$22.5K
18,861
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$22.5K
22,365
-3%
减持
IDV
ISHARES TR INTL SEL DIV ETF
-$22.4K
59,355
-2%
减持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
-$21.5K
24,066
-4%
减持
—
BRF - BRASIL FOODS SA ADR
+$19.6K
66,915
-6%
减持
BAC
BANK OF AMERICA COM
+$16.1K
6,679
-5%
减持
ESGE
ISHARES INC MSCI EM ESG OPT
-$12.4K
25,111
-2%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
-$12.3K
4,930
-4%
增持
BN
BROOKFIELD CORP
+$12.0K
5,897
+1%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$10.3K
10,390
+3%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
-$10.0K
14,355
+1%
减持
ITUB
ITAU UNIBANCO HOLDING SA ADR
-$9.1K
30,710
-4%
减持
EWW
ISHARES MSCI MEXICO INVESTABL
-$8.3K
6,365
-4%
增持
HYD
VANECK VECTORS ETF TR HIGH YL
+$7.5K
5,290
+2%
增持
FAN
FIRST TRUST GLOBAL WIND ENERG
-$7.0K
13,430
+3%
减持
DVY
ISHARES DOW JONES SELECT DIVI
+$5.4K
7,493
-4%
减持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$4.6K
5,095
-3%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND
+$4.4K
9,268
+1%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.0K
2,711
-1%
减持
VWOB
VANGUARD EMERGING MKTS GOVT B
+$217
5,355
-0%
增持
BBD
BANCO BRADESCO SA ADR
-$49
65,466
+22%
