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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 49
减持 92
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$5.1M
228,602
-6%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$4.7M
360,069
+15%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$2.4M
553,843
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。
+8%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$1.5M
276,149
+10%
建仓
BSX
BOSTON SCIENTIFIC CORP.
+$1.1M
10,200
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$992.8K
600,486
+7%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$987.6K
4,426
-32%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$900.5K
29,635
-33%
减持
AAPL
APPLE COMPUTER INC.
-$892.1K
38,042
-3%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$891.2K
216,530
+5%
减持
IVV
ISHARES S&P 500 INDEX ETF
+$831.6K
22,635
-4%
增持
LLY
LILLY ELI & CO
+$769.7K
1,568
+186%
减持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
+$737.9K
173,579
-2%
减持
MSFT
MICROSOFT CORPORATION
+$703.6K
7,200
-6%
减持
AVGO
BROADCOM INC
+$682.4K
6,685
-4%
建仓
SUB
ISHARES S&P SHORT-TERM NATION
+$669.9K
6,300
减持
UNH
UNITEDHEALTH GROUP
-$622.2K
848
-50%
减持
VXF
VANGUARD EXTENDED MARKET INDE
+$610.1K
37,499
-2%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
+$600.3K
50,150
+6%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$476.1K
181,811
-7%
减持
DFAX
DIMENSIONAL WORLD EX US CORE
+$464.3K
183,256
-2%
减持
ESGV
VANGUARD ESG US STOCK ETF
+$426.4K
37,397
-0%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$404.9K
221,876
-5%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$364.2K
42,855
-12%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$353.3K
22,782
+19%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$319.0K
2,340
减持
VCLT
VANGUARD LONG TERM CORPORATE
-$292.0K
5,894
-39%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$261.0K
12,627
+6%
清仓
VWOB
VANGUARD EMERGING MKTS GOVT B
-$251.3K
0
-100%
减持
ORCL
ORACLE CORPORATION
+$228.7K
3,380
-7%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE E
+$226.5K
31,670
-0%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$223.6K
39,655
+2%
增持
VNQ
VANGUARD REIT INDEX ETF
+$223.4K
155,628
+3%
建仓
INTU
INTUIT INCORPORATED COM
+$222.1K
282
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$218.7K
644
建仓
NTR
NUTRIEN LTD
+$210.1K
3,608
增持
BOND
PIMCOTOTAL RETURN ETF
+$206.9K
104,772
+3%
减持
META
META PLATFORMS, INC.
+$203.6K
1,448
-4%
清仓
DUK
DUKE ENERGY CORP NEW COM
-$203.2K
0
-100%
建仓
UFOX
DEFIANCE CONNECTIVE TECHNOLOG
+$200.5K
3,800
减持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$184.9K
32,606
-1%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$182.3K
16,460
+2%
减持
JPM
JP MORGAN CHASE & CO.
+$179.8K
5,701
-5%
减持
MUB
ISHARES S&P NATL AMTFREE MUNI
-$174.4K
7,070
-18%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$168.5K
9,785
-2%
增持
VMBS
VANGUARD MORTGAGE BACKED SEC
+$150.4K
57,875
+6%
减持
PEP
PEPSICO INC
-$147.0K
7,534
-1%
减持
WMT
WAL-MART STORES INC
+$143.1K
16,654
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$128.1K
1,364
+8%
减持
BMY
BRISTOL MYERS SQUIBB
-$128.0K
4,807
-16%
增持
BAC
BANK OF AMERICA COM
+$120.3K
9,479
+21%
减持
—
EXXON MOBIL CORPORATION
-$113.3K
9,771
-0%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$105.9K
236,078
-6%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$101.4K
90,433
+5%
增持
ESGE
ISHARES ESG AWARE MSCI EMERGI
+$101.4K
22,289
+1%
增持
IBM
INTL BUSINESS MACH
+$99.4K
1,373
+12%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$97.2K
40,641
+2%
减持
MCD
MCDONALDS CORP
-$96.1K
2,580
-5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
+$95.1K
11,400
-4%
减持
IAU
ISHARES GOLD TRUST
-$92.7K
47,729
-8%
减持
PG
PROCTER & GAMBLE CO
-$91.7K
4,343
-6%
增持
—
ISHARES IBONDS TERM TREASURY
+$85.6K
91,812
+4%
减持
CAT
CATERPILLAR INC
+$85.0K
1,625
-2%
减持
GE
GENERAL ELECTRIC COMPANY
+$83.6K
1,482
-0%
减持
LOW
LOWES COMPANIES
-$83.4K
1,897
-12%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
+$79.9K
7,610
+2%
增持
SYK
STRYKER CORP
+$78.4K
1,603
+7%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM
+$77.8K
20,375
+17%
增持
IBTH
ISHARES IBONDS TERM TREASURY
+$77.2K
93,285
+3%
减持
JNJ
JOHNSON & JOHNSON COM
-$76.8K
2,640
-9%
增持
DSI
ISHARES MSCI KLD
+$76.4K
5,182
+1%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM
+$75.0K
55,735
+5%
增持
ABBV
ABBVIE INC
+$74.7K
1,862
+44%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$72.2K
55,000
+6%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM
+$71.6K
20,740
+15%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$71.4K
52,535
+6%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$70.5K
38,803
-3%
增持
—
ISHARES IBONDS DEC 2025 TERM
+$70.1K
19,095
+16%
减持
EWH
ISHARES MSCI HONG KONG INDEX
+$69.6K
39,511
-3%
减持
XJH
ISHARES ESG SCREENED S&P MID-
+$69.2K
32,270
-1%
增持
BBD
BANCO BRADESCO SA ADR
+$67.0K
72,776
+3%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
+$66.8K
19,815
+6%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$63.0K
23,055
+11%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$62.0K
19,835
-2%
减持
TXN
TEXAS INSTRUMENTS INC
+$61.7K
2,981
-4%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$55.3K
8,172
+8%
减持
DIS
DISNEY WALT CO
+$54.5K
2,719
-5%
减持
AMLP
ALERIAN MLP ETF
-$54.0K
15,438
-1%
增持
—
BUNGE LIMITED
+$53.1K
4,650
+11%
减持
AMZN
AMAZON.COM INC
+$51.9K
4,226
-8%
减持
CVX
CHEVRON CORP NEW
-$51.8K
2,071
-1%
减持
DVY
ISHARES DOW JONES SELECT DIVI
-$51.4K
7,258
-4%
减持
GLD
SPDR GOLD TRUST ETF
-$50.1K
6,459
-8%
减持
MRK
MERCK & CO INC
-$49.3K
3,425
-4%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
-$46.2K
14,800
+0%
增持
FAN
FIRST TRUST GLOBAL WIND ENERG
+$44.1K
12,220
+3%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
+$44.0K
18,298
-7%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$43.5K
10,300
-7%
减持
BN
BROOKFIELD CORP
+$43.0K
5,692
-3%
减持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$42.9K
4,855
-1%
减持
IDV
ISHARES TR INTL SEL DIV ETF
+$42.7K
59,205
-8%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$40.5K
46,035
+8%
减持
QQQ
NASDAQ 100 TR
+$40.0K
500
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$39.8K
1,658
+4%
减持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$38.2K
38,260
-5%
减持
IIF
MORGAN STANLEY INDIA INVESTME
+$38.0K
10,474
-1%
减持
—
ACCENTURE PLC
-$37.1K
2,112
-1%
增持
MOO
MARKET VECTORS AGRIBUSINESS E
+$36.8K
3,277
+9%
减持
VTIP
VANGUARD ST TIPS BOND FD
+$36.7K
120,237
-0%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$34.4K
10,560
+2%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$32.5K
44,980
-7%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$30.5K
5,097
-2%
增持
ET
ENERGY TRANSFER LP
+$29.6K
36,553
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$29.2K
18,970
-8%
减持
HD
HOME DEPOT INC COM
-$29.2K
3,275
-2%
减持
SMIN
ISHARES MSCI INDIA SMALL-CAP
+$28.6K
4,720
-4%
减持
KO
COCA COLA CO
-$27.9K
5,901
-5%
增持
JGH
NUVEEN GLB HIGH INC FD
+$27.4K
21,201
+12%
增持
VTV
VANGUARD VALUE ETF
+$25.5K
5,705
+0%
增持
PGX
INVESCO PREFERRED ETF
+$24.9K
80,060
+4%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$24.8K
5,775
-3%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$24.0K
18,104
-11%
减持
EWS
ISHARES MSCI SINGAPORE INDEX
+$23.2K
27,459
-5%
减持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$22.8K
4,905
-4%
减持
HON
HONEYWELL INTL INC
+$22.2K
1,502
-3%
减持
EZA
ISHARES MSCI SOUTH AFRICA IND
+$21.9K
4,930
-2%
减持
UNP
UNION PACIFIC CORP
-$20.2K
2,130
-1%
减持
NVDA
NVIDIA CORP COM
+$19.0K
1,530
-26%
减持
MA
MASTERCARD INC CL A
-$19.0K
1,602
-4%
减持
PFE
PFIZER INC.
-$17.3K
15,189
-0%
减持
NEE
NEXTERA ENERGY INC COM
-$17.0K
5,764
-2%
减持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
-$15.9K
22,351
-4%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$15.5K
20,910
+11%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$15.4K
7,435
-5%
减持
—
LINDE PLC
-$13.4K
824
-4%
减持
COST
COSTCO WHOLESALE CORP.
+$11.4K
1,798
-4%
减持
—
BRF - BRASIL FOODS SA ADR
+$10.7K
68,240
-2%
减持
FXI
ISHARES FTSE CHINA INDEX ETF
-$10.1K
9,234
-5%
减持
HYD
VANECK VECTORS ETF TR HIGH YL
-$9.1K
5,435
-1%
减持
VCIT
VANGUARD INTERMEDIATE TERM CO
-$8.2K
6,323
-3%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$7.0K
767
-4%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
-$6.3K
1,155
-11%
减持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$5.1K
1,245
-3%
减持
CSCO
CISCO SYS INC
+$4.2K
8,140
-10%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$4.1K
79,649
-0%
减持
SPGI
S&P GLOBAL INC
+$3.8K
593
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
+$3.3K
610
-2%
减持
ABT
ABBOTT LABORATORIES
+$3.0K
4,647
-2%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$2.0K
17,124
+0%
减持
PFXF
VANECK VECTORS PFD SECS EX FI
-$1.9K
13,315
-3%
