小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 141 项
建仓 8
增持 90
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
BWX
SPDR BARCLAYS INTL TREASURY B
+$12.8M
557,405
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
-$5.9M
300,998
-16%
减持
SPY
S&P 500 DEPOSITORY RECEIPT
+$5.1M
219,710
-4%
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。
增持
AAPL
APPLE COMPUTER INC.
+$2.2M
39,420
+4%
增持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$2.1M
255,701
+15%
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$1.5M
255,382
-8%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$1.2M
95,352
-21%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
+$1.2M
183,066
+5%
增持
IVV
ISHARES S&P 500 INDEX ETF
+$1.2M
22,790
+1%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$1.1M
571,558
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$950.0K
188,835
+4%
增持
VNQ
VANGUARD REIT INDEX ETF
+$919.0K
161,662
+4%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$891.7K
616,436
+3%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$608.7K
190,916
+4%
减持
VXF
VANGUARD EXTENDED MARKET INDE
+$549.3K
37,144
-1%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$548.7K
3,286
-26%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$535.8K
222,069
+3%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$483.3K
20,750
-30%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$476.7K
196,091
-17%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$433.7K
38,280
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$430.1K
32,634
-16%
增持
AVGO
BROADCOM INC
+$412.2K
6,835
+2%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$352.7K
26,073
+14%
减持
IAU
ISHARES GOLD TRUST
+$341.2K
45,590
-4%
减持
TRGP
TARGA RESOURCES CORP
-$293.4K
4,669
-24%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$285.3K
22,368
+22%
增持
BOND
PIMCOTOTAL RETURN ETF
+$273.0K
106,382
+2%
清仓
HYD
VANECK VECTORS ETF TR HIGH YL
-$272.9K
0
-100%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
+$263.6K
50,835
+1%
建仓
GOOGL
ALPHABET INC CLASS A
+$261.2K
1,074
清仓
—
BRF - BRASIL FOODS SA ADR
-$249.1K
0
-100%
增持
MSFT
MICROSOFT CORPORATION
+$248.4K
7,394
+3%
增持
DSI
ISHARES MSCI KLD
+$242.8K
6,707
+29%
增持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$240.2K
34,249
+5%
建仓
COLO
GLOBAL X FTSE COLOMBIA 20 ETF
+$231.3K
7,044
增持
ESGD
ISHARES ESG AWARE MSCI EAFE E
+$229.5K
32,858
+4%
清仓
PFXF
VANECK VECTORS PFD SECS EX FI
-$228.0K
0
-100%
增持
ORCL
ORACLE CORPORATION
+$227.4K
3,436
+2%
建仓
XLK
SECTOR SPDR TR SHS BEN INT T
+$226.6K
804
建仓
GEV
GE VERNOVA LLC COM
+$226.3K
368
增持
XVV
ISHARES ESG SCREENED S&P 500
+$223.5K
41,043
+4%
清仓
INTU
INTUIT INCORPORATED COM
-$222.1K
0
-100%
建仓
ITW
ILLINOIS TOOL WORKS
+$207.6K
796
建仓
DUK
DUKE ENERGY CORP NEW COM
+$206.2K
1,666
增持
JPM
JP MORGAN CHASE & CO.
+$204.5K
5,888
+3%
建仓
TSLA
TESLA MTRS INC
+$200.1K
450
增持
CVX
CHEVRON CORP NEW
+$162.0K
2,953
+43%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$147.6K
41,951
+3%
减持
VCLT
VANGUARD LONG TERM CORPORATE
-$145.1K
3,892
-34%
减持
GLD
SPDR GOLD TRUST ETF
+$140.4K
5,934
-8%
增持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$137.1K
13,027
+3%
增持
HD
HOME DEPOT INC COM
+$134.4K
3,295
+1%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$129.1K
16,880
+3%
增持
ENB
ENBRIDGE INC
+$126.9K
13,618
+10%
增持
TRP
TC ENERGY CORPCOM
+$122.7K
10,328
+15%
增持
COST
COSTCO WHOLESALE CORP.
+$118.7K
2,051
+14%
增持
JNJ
JOHNSON & JOHNSON COM
+$111.3K
2,775
+5%
减持
—
ISHARES IBONDS TERM TREASURY
-$109.6K
87,102
-5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
+$103.7K
11,306
-1%
增持
VWO
VANGUARD EMERGING MARKETS ETF
+$102.9K
18,425
+2%
增持
WMT
WAL-MART STORES INC
+$96.9K
16,741
+1%
增持
—
ACCENTURE PLC
-$92.7K
2,184
+3%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
+$92.6K
22,239
-0%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$90.8K
43,470
+1%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$90.3K
20,335
+3%
增持
VMBS
VANGUARD MORTGAGE BACKED SEC
+$89.7K
59,020
+2%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$88.9K
40,536
+3%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$87.7K
7,760
+10%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$87.1K
9,520
-3%
减持
IDV
ISHARES TR INTL SEL DIV ETF
+$86.8K
58,275
-2%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
+$86.6K
13,073
-2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$86.4K
46,410
+3%
增持
PEP
PEPSICO INC
+$82.1K
7,668
+2%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
+$81.7K
7,955
+5%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$81.2K
17,273
+17%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$78.3K
27,934
+2%
减持
XJH
ISHARES ESG SCREENED S&P MID-
+$74.1K
32,230
-0%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$68.2K
5,654
+11%
减持
ABBV
ABBVIE INC
+$64.9K
1,773
-5%
增持
—
EXXON MOBIL CORPORATION
+$63.4K
9,904
+1%
减持
ET
ENERGY TRANSFER LP
-$60.0K
35,126
-4%
增持
EZA
ISHARES MSCI SOUTH AFRICA IND
+$57.4K
5,030
+2%
减持
DVY
ISHARES DOW JONES SELECT DIVI
+$49.0K
7,128
-2%
减持
DIS
DISNEY WALT CO
-$48.6K
2,520
-7%
增持
MCD
MCDONALDS CORP
+$43.0K
2,622
+2%
增持
PAA
PLAINS ALL AMERICAN PIPELINE
+$42.4K
24,485
+20%
增持
TXN
TEXAS INSTRUMENTS INC
-$42.4K
3,138
+5%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$40.3K
22,410
+7%
增持
MA
MASTERCARD INC CL A
+$39.4K
1,652
+3%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$39.3K
1,363
+9%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
+$39.0K
21,140
+7%
增持
VTI
VANGUARD INDEX FDS VANGUARD T
+$37.8K
1,185
+3%
增持
BBD
BANCO BRADESCO SA ADR
+$35.3K
76,976
+6%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM
+$33.7K
56,960
+2%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$33.6K
48,085
+4%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$32.6K
56,230
+2%
增持
IBTH
ISHARES IBONDS TERM TREASURY
+$32.6K
94,610
+1%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM
+$32.4K
21,910
+6%
增持
V
VISA INC CLASS A
-$32.3K
3,403
+1%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$31.6K
91,733
+1%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
-$31.5K
22,721
+2%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$31.1K
6,565
+4%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$30.8K
39,590
+3%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM
+$30.6K
21,540
+6%
增持
XJR
ISHARES ESG SCREENED S&P SMAL
+$29.1K
8,690
+1%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$27.3K
6,558
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$26.2K
1,550
-7%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$25.8K
7,215
-3%
增持
JGH
NUVEEN GLB HIGH INC FD
+$25.2K
22,141
+4%
减持
VTV
VANGUARD VALUE ETF
-$24.7K
5,274
-8%
增持
ABT
ABBOTT LABORATORIES
+$24.5K
4,902
+5%
增持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$24.4K
4,995
+3%
增持
—
BUNGE LIMITED
+$23.2K
4,880
+5%
增持
FAN
FIRST TRUST GLOBAL WIND ENERG
+$21.4K
12,655
+4%
减持
PGX
INVESCO PREFERRED ETF
-$21.0K
75,008
-6%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$19.9K
11,030
+4%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$19.7K
8,262
+1%
增持
SMIN
ISHARES MSCI INDIA SMALL-CAP
-$19.3K
4,810
+2%
减持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
-$17.8K
22,225
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX
+$15.6K
18,085
-5%
增持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$15.0K
5,005
+2%
增持
SYK
STRYKER CORP
-$13.9K
1,678
+5%
增持
KO
COCA COLA CO
-$11.2K
6,126
+4%
增持
MOO
MARKET VECTORS AGRIBUSINESS E
+$11.2K
3,437
+5%
增持
NTR
NUTRIEN LTD
+$11.1K
3,768
+4%
增持
AMLP
ALERIAN MLP ETF
-$10.0K
15,859
+3%
增持
IIF
MORGAN STANLEY INDIA INVESTME
-$9.7K
10,854
+4%
减持
EAGG
ISHARES ESG U.S. AGGREGATE BO
-$8.2K
16,779
-2%
增持
PG
PROCTER & GAMBLE CO
-$7.6K
4,454
+3%
减持
BMY
BRISTOL MYERS SQUIBB
-$7.5K
4,767
-1%
减持
IYR
ISHARES TR DOW JONES U S REAL
+$7.5K
5,715
-1%
减持
UNP
UNION PACIFIC CORP
+$7.0K
2,103
-1%
减持
PFE
PFIZER INC.
-$6.3K
14,204
-6%
增持
—
CHUBB CORP
+$6.1K
816
+5%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$4.7K
822
+7%
增持
CSCO
CISCO SYS INC
+$3.6K
8,307
+2%
减持
—
ISHARES IBONDS DEC 2025 TERM
-$3.1K
52,390
-0%
减持
SPSB
SPDR PORTFOLIO SHORT TERM COR
-$1.7K
79,329
-0%
减持
MRK
MERCK & CO INC
-$449
3,225
-6%
减持
—
LINDE PLC
+$46
814
-1%
增持
OKE
ONEOK INC CM (NEW)
+$15
8,199
+12%
