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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 112 项
建仓 6
增持 53
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$5.9M
513,291
+23%
增持
SPY
S&P 500 DEPOSITORY RECEIPT
-$5.3M
243,455
+1%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$4.3M
251,635
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。
+17%
减持
VCLT
VANGUARD LONG TERM CORPORATE
-$3.2M
9,740
-82%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$3.1M
251,488
+11%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$2.8M
312,662
+6%
建仓
VMBS
VANGUARD MORTGAGE BACKED SEC
+$2.5M
54,665
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$1.9M
559,898
+12%
增持
BOND
PIMCOTOTAL RETURN ETF
+$1.1M
102,206
+11%
增持
AAPL
APPLE COMPUTER INC.
-$1.1M
39,154
+0%
清仓
LQD
ISHARES TR GOLDMAN SACHS COR
-$954.6K
0
-100%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$853.8K
23,532
-2%
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$732.8K
38,409
-1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$641.6K
206,777
+3%
增持
VNQ
VANGUARD REIT INDEX ETF
+$555.0K
150,617
+3%
减持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$550.6K
6,513
-52%
清仓
FBND
FIDELITY TOTAL BOND ETF
-$500.7K
0
-100%
增持
VTIP
VANGUARD ST TIPS BOND FD
+$496.4K
120,392
+6%
增持
AVGO
BROADCOM INC
-$445.2K
6,930
+0%
减持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
-$437.8K
177,104
-0%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$399.1K
187,708
+3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$334.1K
194,550
-3%
减持
GLD
SPDR GOLD TRUST ETF
-$332.1K
7,007
-28%
减持
IAU
ISHARES GOLD TRUST
+$324.5K
52,053
-6%
减持
ESGV
VANGUARD ESG US STOCK ETF
-$294.3K
37,507
-1%
清仓
—
BLACKROCK INC
-$246.0K
0
-100%
清仓
NKE
NIKE INC CLASS B
-$227.1K
0
-100%
清仓
TSLA
TESLA MTRS INC
-$218.1K
0
-100%
清仓
GOOGL
ALPHABET INC CLASS A
-$215.7K
0
-100%
建仓
BLK
BLACKROCK INC
+$210.1K
222
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$207.5K
0
-100%
清仓
VCEB
VANGUARD ESG US CORPORATE BON
-$205.5K
0
-100%
建仓
MOO
MARKET VECTORS AGRIBUSINESS E
+$204.5K
3,012
建仓
CTVA
CORTEVA INC
+$203.6K
3,235
建仓
DUK
DUKE ENERGY CORP NEW COM
+$203.2K
1,666
清仓
ITW
ILLINOIS TOOL WORKS
-$201.8K
0
-100%
增持
MDY
SPDR S&P MID CAP 400 ETF
-$196.6K
6,551
+1%
减持
IDV
ISHARES TR INTL SEL DIV ETF
+$191.6K
64,489
-2%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
+$177.7K
47,505
-3%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE E
+$171.6K
31,817
-0%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$166.5K
19,071
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$163.5K
1,587
+6%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$138.3K
44,500
-9%
增持
—
EXXON MOBIL CORPORATION
+$127.3K
9,809
+2%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$123.5K
39,746
+3%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$122.9K
13,308
-2%
增持
BND
VANGUARD TOTAL BOND MARKET ET
+$120.3K
39,858
+2%
减持
BAC
BANK OF AMERICA COM
-$117.6K
7,866
-22%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
-$117.1K
11,872
-2%
减持
V
VISA INC CLASS A
+$116.0K
3,406
-0%
增持
—
ISHARES IBONDS TERM TREASURY
+$106.2K
88,112
+5%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$104.5K
17,104
+12%
减持
XVV
ISHARES ESG SCREENED S&P 500
-$101.3K
38,975
-0%
增持
COST
COSTCO WHOLESALE CORP.
+$101.0K
1,869
+3%
减持
XJH
ISHARES ESG SCREENED S&P MID-
-$98.5K
32,505
-1%
增持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$96.3K
33,076
+1%
增持
CVX
CHEVRON CORP NEW
+$89.3K
2,082
+16%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$85.0K
20,700
+18%
增持
JNJ
JOHNSON & JOHNSON COM
+$78.1K
2,895
+4%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
-$64.7K
19,665
-8%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$63.8K
80,024
-3%
增持
KO
COCA COLA CO
+$63.4K
6,219
+1%
增持
MCD
MCDONALDS CORP
+$62.6K
2,720
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$58.7K
20,540
-1%
增持
IBM
INTL BUSINESS MACH
+$57.4K
1,228
+9%
增持
HD
HOME DEPOT INC COM
-$56.1K
3,356
+2%
减持
PEP
PEPSICO INC
-$53.6K
7,615
-3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$51.2K
7,805
-6%
增持
GE
GENERAL ELECTRIC COMPANY
+$50.6K
1,488
+0%
增持
CSCO
CISCO SYS INC
+$46.8K
9,083
+5%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$46.3K
20,313
-7%
增持
JPM
JP MORGAN CHASE & CO.
+$44.1K
6,005
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$41.2K
14,796
+0%
减持
DSI
ISHARES MSCI KLD
-$40.8K
5,132
-0%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$39.9K
40,295
+10%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$39.9K
48,915
+3%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$39.1K
11,735
减持
VOO
VANGUARD S&P 500 ETF
-$38.3K
1,258
-1%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$37.6K
9,960
-1%
减持
VTV
VANGUARD VALUE ETF
-$36.3K
5,689
-5%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
-$35.4K
20,245
+1%
增持
MRK
MERCK & CO INC
-$34.2K
3,570
+0%
减持
AMLP
ALERIAN MLP ETF
+$32.8K
15,563
-3%
增持
AMZN
AMAZON.COM INC
-$31.1K
4,600
+11%
减持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$29.2K
7,597
-1%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$22.4K
8,660
+4%
增持
XJR
ISHARES ESG SCREENED S&P SMAL
-$22.2K
8,615
+2%
减持
MA
MASTERCARD INC CL A
+$21.4K
1,677
-2%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
-$20.9K
1,300
-0%
减持
OKE
ONEOK INC CM (NEW)
-$20.7K
7,329
-2%
增持
QQQ
NASDAQ 100 TR
-$19.7K
503
+1%
增持
NVDA
NVIDIA CORP COM
-$19.3K
2,055
+14%
增持
PFE
PFIZER INC.
-$17.4K
15,214
+0%
增持
META
META PLATFORMS, INC.
+$17.3K
1,501
+4%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$17.0K
85,973
+0%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$16.3K
7,561
-4%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
+$14.5K
22,079
-3%
增持
DIS
DISNEY WALT CO
+$13.2K
2,864
+18%
减持
BMY
BRISTOL MYERS SQUIBB
+$11.3K
5,747
-4%
增持
WMT
WAL-MART STORES INC
-$10.9K
16,919
+2%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$9.8K
234,707
-1%
减持
IBDS
ISHARES IBONDS DEC 2027 TERM
+$9.7K
52,840
-0%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM
+$7.6K
17,380
+1%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$5.9K
48,615
-6%
减持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$5.9K
52,110
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$4.9K
1,287
+3%
减持
—
ISHARES IBONDS DEC 2025 TERM
+$3.5K
49,760
-0%
减持
PG
PROCTER & GAMBLE CO
+$3.3K
4,598
-1%
增持
PFXF
VANECK VECTORS PFD SECS EX FI
-$3.3K
13,715
+1%
减持
SYK
STRYKER CORP
-$1.6K
1,493
-4%
增持
PGX
INVESCO PREFERRED ETF
-$1.6K
77,195
+3%
增持
HYD
VANECK VECTORS ETF TR HIGH YL
-$1.4K
5,510
+1%
