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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 135 项
建仓 9
增持 72
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$6.0M
226,164
-14%
增持
AAPL
APPLE COMPUTER INC.
+$2.9M
39,056
+32%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$2.8M
294,209
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。
+11%
建仓
IBTH
ISHARES IBONDS TERM TREASURY
+$2.0M
90,135
清仓
—
ISHARES IBONDS TERM TREASURY
-$2.0M
0
-100%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$2.0M
416,774
+10%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
+$1.8M
48,815
+216%
建仓
IBDS
ISHARES IBONDS DEC 2027 TERM
+$1.3M
52,920
增持
BOND
PIMCOTOTAL RETURN ETF
+$1.3M
91,989
+23%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$1.2M
38,751
+38%
清仓
—
ISHARES IBONDS DEC 2024 TERM
-$1.1M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$1.1M
199,809
+25%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$1.0M
215,922
+10%
建仓
LQD
ISHARES TR GOLDMAN SACHS COR
+$954.6K
8,935
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$876.6K
241,480
-1%
减持
BAB
INVESCO TAXABLE MUNICIPAL BON
-$871.6K
499,913
-1%
增持
META
META PLATFORMS, INC.
+$637.2K
1,448
+293%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$528.2K
21,928
-30%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$500.7K
11,160
清仓
PGF
INVESCO FINANCIAL PREFERRED E
-$496.2K
0
-100%
建仓
IBMP
ISHARES IBONDS DEC 2027 TERM
+$451.6K
17,965
增持
AVGO
BROADCOM INC
+$435.9K
6,925
+2%
清仓
—
ISHARES IBONDS DEC 2024 TERM
-$435.6K
0
-100%
增持
COST
COSTCO WHOLESALE CORP.
+$401.7K
1,819
+27%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$394.1K
39,038
-8%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$391.5K
201,018
-1%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$289.9K
113,820
-3%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$246.0K
47,365
+12%
增持
VCLT
VANGUARD LONG TERM CORPORATE
-$245.6K
52,952
+2%
建仓
NVDA
NVIDIA CORP COM
+$242.0K
1,802
建仓
ABBV
ABBVIE INC
+$229.8K
1,293
清仓
EMLC
EMERGING MARKETS LOCAL CURREN
-$228.6K
0
-100%
清仓
MOO
MARKET VECTORS AGRIBUSINESS E
-$227.4K
0
-100%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE E
-$223.2K
31,882
+1%
建仓
TSLA
TESLA MTRS INC
+$218.1K
540
建仓
GOOGL
ALPHABET INC CLASS A
+$215.7K
1,139
清仓
EEM
ISHARES MSCI EMERGING MARKETS
-$210.3K
0
-100%
清仓
PSK
SPDR WELLS FARGO PREFERRED ST
-$204.2K
0
-100%
增持
VNQ
VANGUARD REIT INDEX ETF
-$196.8K
146,856
+8%
增持
JPM
JP MORGAN CHASE & CO.
+$195.2K
5,961
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$181.4K
20,680
-5%
增持
WMT
WAL-MART STORES INC
+$181.2K
16,560
+2%
减持
PEP
PEPSICO INC
-$178.8K
7,861
-3%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
-$178.3K
181,770
+5%
增持
V
VISA INC CLASS A
+$162.1K
3,410
+2%
减持
VSGX
VANGUARD ESG INTERNATIONAL ST
-$157.6K
32,707
-0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$150.4K
51,660
+92%
增持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$149.1K
237,389
+11%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$148.5K
37,831
+1%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$139.5K
82,805
+7%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
-$132.2K
12,144
-10%
减持
LLY
LILLY ELI & CO
-$129.8K
548
-12%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$126.5K
8,360
+19%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$121.3K
15,237
+26%
减持
MRK
MERCK & CO INC
-$120.4K
3,565
-15%
减持
TIP
ISHARES BARCLAYS TIPS BOND ET
-$116.7K
7,647
-9%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$109.9K
39,045
+4%
增持
UNH
UNITEDHEALTH GROUP
-$107.1K
1,693
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$101.8K
1,504
+19%
减持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
+$97.7K
177,369
-1%
减持
PGX
INVESCO PREFERRED ETF
-$96.6K
75,255
-4%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$96.3K
49,820
+9%
增持
MDY
SPDR S&P MID CAP 400 ETF
+$93.5K
6,481
+3%
增持
—
ISHARES IBONDS TERM TREASURY
+$93.4K
83,747
+5%
增持
DSI
ISHARES MSCI KLD
+$87.5K
5,137
+17%
减持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$85.1K
23,201
-4%
减持
VWOB
VANGUARD EMERGING MKTS GOVT B
-$85.0K
3,915
-22%
增持
CSCO
CISCO SYS INC
+$84.9K
8,677
+8%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$84.0K
52,170
+8%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
-$83.5K
11,942
+11%
减持
HON
HONEYWELL INTL INC
-$81.3K
1,547
-26%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
-$81.2K
22,676
-2%
增持
MA
MASTERCARD INC CL A
+$78.1K
1,705
+3%
增持
BAC
BANK OF AMERICA COM
+$77.6K
10,144
+9%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$77.0K
85,718
+5%
增持
—
BUNGE LIMITED
-$76.2K
4,190
+1%
减持
MSFT
MICROSOFT CORPORATION
-$69.6K
7,666
-0%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
-$67.2K
49,000
+9%
减持
IAU
ISHARES GOLD TRUST
-$63.5K
55,435
-2%
减持
GLD
SPDR GOLD TRUST ETF
-$62.5K
9,710
-2%
减持
IIF
MORGAN STANLEY INDIA INVESTME
-$60.4K
10,564
-3%
减持
OKE
ONEOK INC CM (NEW)
+$60.4K
7,449
-1%
减持
EWS
ISHARES MSCI SINGAPORE INDEX
-$58.3K
29,049
-7%
减持
PFE
PFIZER INC.
-$55.0K
15,189
-4%
减持
XJH
ISHARES ESG SCREENED S&P MID-
-$53.3K
32,710
-3%
减持
EWT
ISHARES MSCI TAIWAN INDEX ETF
-$52.2K
16,060
-2%
减持
FXI
ISHARES FTSE CHINA INDEX ETF
-$51.2K
9,754
-11%
减持
EZA
ISHARES MSCI SOUTH AFRICA IND
-$49.4K
5,050
-3%
减持
FAN
FIRST TRUST GLOBAL WIND ENERG
-$49.2K
11,830
-5%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$47.5K
8,290
+5%
增持
DMXF
ISHARES ESG ADVANCED MSCI EAF
-$47.1K
19,450
+7%
增持
ABT
ABBOTT LABORATORIES
+$44.2K
4,742
+10%
减持
NKE
NIKE INC CLASS B
-$43.1K
3,001
-2%
增持
—
ACCENTURE PLC
+$42.3K
2,142
+6%
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$39.2K
38,684
-5%
增持
BBD
BANCO BRADESCO SA ADR
-$38.9K
70,811
+8%
增持
EWH
ISHARES MSCI HONG KONG INDEX
-$36.8K
40,841
+6%
增持
IBM
INTL BUSINESS MACH
+$36.0K
1,128
+18%
增持
AMLP
ALERIAN MLP ETF
+$35.9K
16,103
+3%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$35.3K
10,030
-0%
增持
MCD
MCDONALDS CORP
-$33.4K
2,715
+1%
增持
TXN
TEXAS INSTRUMENTS INC
-$33.3K
3,101
+4%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$33.2K
14,793
-0%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$32.2K
13,493
+8%
增持
KO
COCA COLA CO
-$32.0K
6,136
+7%
减持
BMY
BRISTOL MYERS SQUIBB
-$31.8K
5,997
-16%
增持
VTV
VANGUARD VALUE ETF
+$29.4K
6,019
+6%
增持
HD
HOME DEPOT INC COM
-$29.3K
3,306
+2%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$28.7K
15,636
+2%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$27.8K
23,912
-2%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$27.7K
7,858
+6%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$25.0K
66,065
+12%
增持
JNJ
JOHNSON & JOHNSON COM
-$24.2K
2,780
+6%
增持
—
BLACKROCK INC
+$22.9K
240
+2%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
-$22.5K
36,635
+19%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$21.3K
13,583
-2%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$21.3K
17,500
+7%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
-$19.5K
18,790
+18%
增持
CAT
CATERPILLAR INC
+$17.6K
1,655
+11%
减持
—
CRESUD S. A. C. I. F. Y. A. W
+$16.8K
30,420
-7%
增持
ORCL
ORACLE CORPORATION
+$16.3K
3,650
+5%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
-$15.4K
1,305
-6%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$13.8K
42,685
+9%
增持
PG
PROCTER & GAMBLE CO
-$11.8K
4,654
+2%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
-$11.2K
21,490
+2%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
-$10.9K
20,095
-3%
增持
—
BRF - BRASIL FOODS SA ADR
-$10.4K
69,295
+4%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
-$8.5K
18,690
+30%
减持
XJR
ISHARES ESG SCREENED S&P SMAL
-$8.4K
8,420
-1%
清仓
AMLIF
AMERICAN LITHIUM CORP
-$8.1K
0
-100%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
+$8.1K
7,475
+17%
减持
VIG
VANGUARD DIVIDEND APPRECIATIO
-$7.7K
1,250
-2%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$3.0K
16,485
+1%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM
-$2.8K
17,150
+0%
减持
OEF
ISHARES TR S&P 100 INDEX FUND
-$1.7K
1,440
-5%
