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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 123 项
建仓 6
增持 56
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPY
S&P 500 DEPOSITORY RECEIPT
+$7.9M
245,137
+0%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$3.0M
262,890
+6%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$3.0M
264,051
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。
+10%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$2.6M
202,378
+16%
增持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$1.9M
214,549
+26%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$1.7M
377,749
+6%
减持
VNQ
VANGUARD REIT INDEX ETF
+$1.6M
136,304
-2%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$1.4M
505,779
+7%
增持
BOND
PIMCOTOTAL RETURN ETF
+$1.1M
74,575
+13%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$1.1M
196,047
-20%
增持
AAPL
APPLE COMPUTER INC.
+$695.7K
29,598
+1%
增持
VCLT
VANGUARD LONG TERM CORPORATE
+$655.8K
51,771
+11%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$626.5K
160,450
+1%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$598.1K
173,901
+8%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$573.2K
24,451
-1%
增持
VXF
VANGUARD EXTENDED MARKET INDE
+$538.8K
40,597
+0%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
-$514.1K
45,105
-18%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$422.2K
42,455
+18%
清仓
EUSB
ISHARES ESG ADVANCED TOTAL US
-$404.2K
0
-100%
减持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
+$374.3K
178,679
-1%
减持
MSFT
MICROSOFT CORPORATION
-$359.7K
7,671
-6%
增持
VTIP
VANGUARD ST TIPS BOND FD
+$347.5K
117,644
+5%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$307.2K
28,114
+11%
清仓
BGRN
ISHARES USD GREEN BOND ETF
-$295.5K
0
-100%
增持
WMT
WAL-MART STORES INC
+$278.4K
16,285
+6%
清仓
NVDA
NVIDIA CORP COM
-$273.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$266.4K
3,246
+7%
建仓
CVX
CHEVRON CORP NEW
+$263.3K
1,788
清仓
QCOM
QUALCOMM INC
-$255.9K
0
-100%
增持
—
EXXON MOBIL CORPORATION
+$251.7K
9,661
+26%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$241.7K
37,576
+1%
减持
VCEB
VANGUARD ESG US CORPORATE BON
-$236.4K
3,315
-54%
建仓
—
BLACKROCK INC
+$223.1K
235
清仓
GOOGL
ALPHABET INC CLASS A
-$218.6K
0
-100%
减持
GLD
SPDR GOLD TRUST ETF
+$218.1K
9,930
-3%
建仓
IBM
INTL BUSINESS MACH
+$212.0K
959
减持
IAU
ISHARES GOLD TRUST
+$210.6K
56,500
-4%
建仓
EEM
ISHARES MSCI EMERGING MARKETS
+$210.3K
4,585
清仓
INTU
INTUIT INCORPORATED COM
-$209.7K
0
-100%
建仓
ITW
ILLINOIS TOOL WORKS
+$208.6K
796
减持
MDY
SPDR S&P MID CAP 400 ETF
+$207.7K
6,316
-0%
建仓
PSK
SPDR WELLS FARGO PREFERRED ST
+$204.2K
5,725
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$199.0K
31,221
-19%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$195.6K
59,010
+3%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE E
+$194.2K
31,492
+1%
增持
BND
VANGUARD TOTAL BOND MARKET ET
+$193.8K
42,622
+2%
增持
PFE
PFIZER INC.
+$186.1K
15,823
+63%
增持
UNP
UNION PACIFIC CORP
+$179.4K
2,160
+38%
增持
ENB
ENBRIDGE INC
+$170.6K
12,363
+33%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$130.5K
21,129
+5%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$127.1K
7,433
+3%
减持
COST
COSTCO WHOLESALE CORP.
-$126.4K
1,427
-13%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$122.3K
12,548
+8%
增持
LMT
LOCKHEED MARTIN CORP COM
+$120.1K
625
+19%
增持
BAC
BANK OF AMERICA COM
+$118.5K
9,279
+48%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$117.3K
77,050
+3%
减持
UNH
UNITEDHEALTH GROUP
+$111.6K
1,648
-1%
减持
AMZN
AMAZON.COM INC
-$110.9K
4,131
-9%
增持
VTV
VANGUARD VALUE ETF
+$104.3K
5,669
+3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$101.7K
7,880
+3%
增持
—
LINDE PLC
+$101.6K
859
+22%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$94.5K
15,385
+4%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$94.0K
12,067
+14%
增持
HON
HONEYWELL INTL INC
+$92.5K
2,084
+32%
减持
MCD
MCDONALDS CORP
+$82.9K
2,695
-7%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
-$81.2K
1,390
-22%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$77.7K
21,725
-1%
减持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$76.3K
32,712
-3%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$75.9K
7,035
+9%
增持
JNJ
JOHNSON & JOHNSON COM
+$75.4K
2,630
+10%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
+$73.0K
13,898
-2%
减持
IYR
ISHARES TR DOW JONES U S REAL
+$68.6K
5,975
-3%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
-$67.7K
13,446
-9%
增持
GE
GENERAL ELECTRIC COMPANY
+$65.3K
1,482
+10%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$63.7K
16,335
+15%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$63.7K
10,080
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$61.3K
1,260
-1%
增持
PEP
PEPSICO INC
+$55.1K
8,081
+1%
减持
MRK
MERCK & CO INC
-$54.0K
4,183
-2%
减持
META
META PLATFORMS, INC.
-$52.0K
368
-29%
减持
XJH
ISHARES ESG SCREENED S&P MID-
+$51.6K
33,620
-3%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
+$49.9K
23,026
-2%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$48.7K
8,432
+2%
减持
PGX
INVESCO PREFERRED ETF
+$48.6K
78,080
-2%
减持
LLY
LILLY ELI & CO
-$47.4K
624
-6%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
+$46.3K
15,435
-1%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$46.3K
26,900
-10%
减持
ORCL
ORACLE CORPORATION
+$45.8K
3,474
-10%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$45.3K
20,775
-0%
减持
—
ACCENTURE PLC
+$38.5K
2,012
-9%
减持
V
VISA INC CLASS A
-$33.8K
3,330
-8%
减持
IBTG
ISHARES IBONDS TERM TREASURY
+$33.0K
81,433
-0%
减持
ABT
ABBOTT LABORATORIES
+$32.2K
4,317
-2%
减持
SPGI
S&P GLOBAL INC
+$29.6K
608
-5%
减持
SYK
STRYKER CORP
-$29.1K
1,548
-10%
减持
XJR
ISHARES ESG SCREENED S&P SMAL
+$28.9K
8,485
-1%
增持
DSI
ISHARES MSCI KLD
+$28.0K
4,402
+1%
减持
VOO
VANGUARD S&P 500 ETF
+$27.5K
1,271
-1%
减持
JPM
JP MORGAN CHASE & CO.
-$25.5K
5,851
-6%
减持
TXN
TEXAS INSTRUMENTS INC
-$25.4K
2,976
-10%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$23.7K
48,220
+0%
减持
CSCO
CISCO SYS INC
+$23.2K
8,057
-6%
减持
VIG
VANGUARD DIVIDEND APPRECIATIO
-$23.1K
1,275
-16%
增持
HYD
VANECK VECTORS ETF TR HIGH YL
+$22.2K
5,460
+5%
增持
WFC
WELLS FARGO & CO
+$21.8K
4,757
+14%
减持
PGF
INVESCO FINANCIAL PREFERRED E
+$21.5K
31,687
-2%
减持
AMLP
ALERIAN MLP ETF
-$21.0K
15,693
-1%
增持
EMLC
EMERGING MARKETS LOCAL CURREN
+$20.3K
8,999
+3%
减持
KO
COCA COLA CO
+$18.7K
5,761
-7%
增持
AVGO
BROADCOM INC
+$18.4K
6,780
+846%
增持
—
ISHARES IBONDS TERM TREASURY
+$18.1K
79,402
+0%
减持
DIS
DISNEY WALT CO
-$17.4K
2,420
-4%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
+$16.8K
13,515
+2%
减持
MA
MASTERCARD INC CL A
+$13.7K
1,660
-9%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$11.5K
45,885
+0%
减持
—
CHUBB CORP
-$10.9K
746
-16%
减持
FAN
FIRST TRUST GLOBAL WIND ENERG
+$6.6K
12,430
-7%
增持
—
ISHARES IBONDS DEC 2024 TERM
+$4.2K
45,414
+0%
增持
—
ISHARES IBONDS TERM TREASURY
+$4.1K
82,791
+0%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$4.1K
797
-12%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$4.0K
644
-7%
减持
PG
PROCTER & GAMBLE CO
-$2.5K
4,573
-5%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$2.0K
14,796
+0%
