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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 101 项
建仓 6
增持 44
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$8.8M
239,211
+59%
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$3.2M
243,947
-1%
减持
AAPL
APPLE COMPUTER INC.
+$1.1M
29,440
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。
-0%
增持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$1.1M
170,835
+21%
增持
—
ISHARES IBONDS TERM TREASURY
+$799.9K
82,690
+67%
增持
—
ISHARES IBONDS TERM TREASURY
+$797.2K
79,307
+76%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$796.0K
81,450
+76%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$707.2K
355,462
+4%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$675.7K
173,774
+5%
增持
GLDM
WORLD GOLD TR SPDR GLD MINIS
+$583.5K
244,853
+1%
清仓
ICSH
ISHARES ULTRA SHORT-TERM BOND
-$468.6K
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
-$456.6K
158,780
-4%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$449.4K
25,367
+19%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$375.6K
38,686
-22%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$337.5K
45,392
+42%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$337.0K
45,865
+42%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$334.3K
48,198
+41%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$332.6K
473,903
+3%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$327.6K
248,683
+2%
增持
MSFT
MICROSOFT CORPORATION
+$304.9K
8,190
+3%
清仓
EEM
ISHARES MSCI EMERGING MARKETS
-$277.3K
0
-100%
建仓
NVDA
NVIDIA CORP COM
+$273.0K
2,210
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$269.1K
40,580
-0%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUIT
-$265.6K
0
-100%
建仓
META
META PLATFORMS INC CLASS A
+$262.7K
521
增持
VNQ
VANGUARD REIT INDEX ETF
+$254.6K
139,001
+6%
增持
BOND
PIMCOTOTAL RETURN ETF
+$237.6K
65,738
+5%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$231.2K
35,950
+14%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$228.1K
14,784
+33%
建仓
GOOGL
ALPHABET INC CLASS A
+$218.6K
1,200
清仓
ITW
ILLINOIS TOOL WORKS
-$213.6K
0
-100%
增持
AVGO
BROADCOM INC
+$212.8K
717
+1%
建仓
INTU
INTUIT INCORPORATED COM
+$209.7K
319
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$208.7K
54,720
-3%
建仓
EMLC
EMERGING MARKETS LOCAL CURREN
+$208.2K
8,757
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$206.5K
694
清仓
—
ISHARES MSCI FRONTIER 100 ETF
-$202.6K
0
-100%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$190.7K
6,336
-2%
增持
AMZN
AMAZON.COM INC
+$165.3K
4,557
+15%
减持
SPYX
SPDR SER TR SP500 FOSL ETF
+$163.0K
180,904
-2%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$158.5K
37,031
+1%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$149.5K
24,726
-3%
减持
HD
HOME DEPOT INC COM
-$131.1K
3,047
-1%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$130.2K
10,440
-8%
增持
LLY
LILLY ELI & CO
+$114.8K
663
+6%
减持
WMT
WAL-MART STORES INC
+$113.9K
15,310
-0%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$110.8K
11,618
+14%
减持
MCD
MCDONALDS CORP
-$101.0K
2,895
-3%
减持
BMY
BRISTOL MYERS SQUIBB
-$96.5K
7,170
-1%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$92.5K
161,249
+2%
减持
PEP
PEPSICO INC
-$92.0K
7,998
-1%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$91.1K
15,665
-7%
增持
ORCL
ORACLE CORPORATION
+$86.6K
3,868
+6%
减持
JNJ
JOHNSON & JOHNSON COM
-$78.1K
2,400
-11%
减持
IDV
ISHARES TR INTL SEL DIV ETF
-$76.1K
57,400
-3%
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$70.8K
46,790
+5%
减持
VSGX
VANGUARD WORLD FD ESG INTL ST
-$60.5K
33,802
-3%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$57.4K
112,352
-2%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$55.7K
41,742
-1%
减持
MRK
MERCK & CO INC
-$54.6K
4,273
-3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$51.9K
29,995
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$51.1K
1,275
-6%
减持
GLD
SPDR GOLD TRUST ETF
-$50.8K
10,211
-6%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$46.1K
7,248
-3%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$46.0K
14,180
+15%
增持
XJH
ISHARES ESG SCREENED S&P MID-
-$44.9K
34,625
+1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$43.1K
7,660
-3%
增持
MA
MASTERCARD INC CL A
-$41.6K
1,827
+4%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
-$40.6K
20,134
-2%
增持
V
VISA INC CLASS A
-$35.8K
3,617
+2%
减持
VTV
VANGUARD VALUE ETF
-$35.5K
5,519
-2%
减持
IAU
ISHARES GOLD TRUST
+$33.7K
59,128
-3%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$33.5K
6,155
-4%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$32.9K
8,267
+4%
增持
ESGD
ISHARES TR MSCI EAFE ESG OPT
+$30.7K
31,182
+3%
减持
QCOM
QUALCOMM INC
+$29.9K
1,285
-4%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$27.5K
10,562
+7%
减持
VWOB
VANGUARD EMERGING MKTS GOVT B
-$27.1K
5,005
-7%
增持
SPGI
S&P GLOBAL INC
+$25.9K
638
+5%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$23.5K
74,605
+1%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$23.4K
11,065
-4%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$23.3K
6,460
+5%
减持
ESGE
ISHARES INC MSCI EM ESG OPT
-$20.8K
23,516
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$20.7K
22,015
-2%
增持
SYK
STRYKER CORP
-$19.4K
1,729
+2%
增持
PGX
INVESCO PREFERRED ETF
-$12.0K
79,278
+2%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$11.2K
20,785
-1%
减持
ENB
ENBRIDGE INC
-$10.7K
9,313
-2%
减持
KO
COCA COLA CO
+$9.2K
6,211
-2%
增持
XJR
ISHARES ESG SCREENED S&P SMAL
-$9.2K
8,605
+1%
减持
HYD
VANECK VECTORS ETF TR HIGH YL
-$8.9K
5,180
-2%
减持
DSI
ISHARES MSCI KLD
+$7.7K
4,342
-1%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$6.8K
14,238
-3%
减持
VOO
VANGUARD S&P 500 ETF
+$5.8K
1,286
-3%
增持
PGF
INVESCO FINANCIAL PREFERRED E
-$5.7K
32,225
+2%
减持
BAC
BANK OF AMERICA COM
-$3.6K
6,279
-6%
减持
AMLP
ALERIAN MLP ETF
-$3.5K
15,852
-2%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$2.9K
14,792
+0%
增持
—
LINDE PLC
+$2.1K
702
+7%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
-$2.0K
13,295
+1%
减持
ESGU
ISHARES MSCI USA ESG OPTIMIZE
+$90
14,786
-4%
