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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 7
增持 52
减持 75
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$10.6M
407,264
+35%
增持
SPY
S&P 500 DEPOSITORY RECEIPT
+$5.0M
221,907
+1%
增持
BWX
SPDR BARCLAYS INTL TREASURY B
+$2.5M
678,111
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。
+22%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM
+$2.1M
94,005
清仓
—
ISHARES IBONDS TERM TREASURY
-$2.0M
0
-100%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$1.9M
246,337
+11%
建仓
IBDT
ISHARES IBONDS DEC 2028 TERM
+$1.4M
53,445
增持
BOND
PIMCOTOTAL RETURN ETF
+$1.3M
121,012
+14%
清仓
—
ISHARES IBONDS DEC 2025 TERM
-$1.3M
0
-100%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$1.2M
593,060
+4%
增持
VGLT
VANGUARD LONG-TERM TREASURY I
+$1.0M
39,407
+90%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$962.4K
653,858
+6%
增持
AAPL
APPLE COMPUTER INC.
+$868.1K
40,114
+2%
减持
TLT
ISHARES BARCLAYS 20 YEAR TRE
-$711.3K
253,696
-1%
增持
DFAX
DIMENSIONAL WORLD EX US CORE
+$665.1K
203,361
+7%
增持
VNQ
VANGUARD REIT INDEX ETF
+$647.4K
174,332
+8%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$563.8K
12,245
建仓
IBMQ
ISHARES IBONDS DEC 2028 TERM
+$546.7K
21,375
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$539.9K
32,807
+26%
清仓
—
ISHARES IBONDS DEC 2025 TERM
-$511.6K
0
-100%
减持
LLY
LILLY ELI & CO
+$483.3K
1,563
-0%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$450.2K
170,329
-13%
减持
SHV
ISHARES BARCLAYS SHORT TREASU
-$404.7K
38,406
-8%
减持
IVV
ISHARES S&P 500 INDEX ETF
-$387.3K
21,704
-5%
增持
VMBS
VANGUARD MORTGAGE BACKED SEC
+$366.5K
66,655
+13%
清仓
PFE
PFIZER INC.
-$361.9K
0
-100%
减持
VXF
VANGUARD EXTENDED MARKET INDE
-$360.7K
35,458
-5%
减持
ORCL
ORACLE CORPORATION
-$360.2K
3,110
-9%
减持
HD
HOME DEPOT INC COM
-$326.9K
2,930
-11%
增持
GOOGL
ALPHABET INC CLASS A
+$310.8K
1,827
+70%
清仓
LMT
LOCKHEED MARTIN CORP COM
-$304.5K
0
-100%
减持
MSFT
MICROSOFT CORPORATION
-$302.9K
7,293
-1%
清仓
VCLT
VANGUARD LONG TERM CORPORATE
-$302.3K
0
-100%
清仓
DIS
DISNEY WALT CO
-$288.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$278.6K
317
减持
PG
PROCTER & GAMBLE CO
-$261.3K
2,952
-34%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$259.8K
9,005
+37%
建仓
GOOG
ALPHABET INC CLASS C
+$252.0K
803
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
+$244.1K
185,034
-2%
建仓
HYD
VANECK VECTORS ETF TR HIGH YL
+$217.5K
4,255
清仓
ITW
ILLINOIS TOOL WORKS
-$207.6K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW COM
-$206.2K
0
-100%
减持
COST
COSTCO WHOLESALE CORP.
-$203.0K
1,966
-4%
减持
IAU
ISHARES GOLD TRUST
+$196.1K
43,288
-5%
增持
NVDA
NVIDIA CORP COM
+$189.2K
2,545
+66%
减持
UNP
UNION PACIFIC CORP
-$184.1K
1,353
-36%
减持
ENB
ENBRIDGE INC
-$181.7K
10,568
-22%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$178.5K
15,120
-16%
增持
IDV
ISHARES TR INTL SEL DIV ETF
+$172.7K
58,370
+0%
减持
ABBV
ABBVIE INC
-$164.7K
1,076
-39%
增持
BAC
BANK OF AMERICA COM
+$162.7K
11,849
+25%
减持
ABT
ABBOTT LABORATORIES
-$154.3K
4,009
-18%
减持
PEP
PEPSICO INC
-$126.5K
6,622
-14%
增持
CMF
ISHARES CALIFORNIA MUNI BOND
+$124.3K
45,315
+4%
减持
META
META PLATFORMS, INC.
-$123.1K
1,425
-2%
减持
—
LINDE PLC
-$122.3K
620
-24%
减持
CAT
CATERPILLAR INC
+$115.4K
1,555
-4%
增持
IBM
INTL BUSINESS MACH
+$112.0K
1,686
+23%
减持
GLD
SPDR GOLD TRUST ETF
+$106.8K
5,592
-6%
增持
VTV
VANGUARD VALUE ETF
+$101.7K
5,682
+8%
增持
XVV
ISHARES ESG SCREENED S&P 500
+$97.9K
41,983
+2%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$95.3K
16,795
-9%
减持
USXF
ISHARES ESG ADVANCED MSCI USA
-$89.2K
40,975
-4%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
-$88.4K
10,456
-8%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$87.7K
82,469
+4%
增持
IYR
ISHARES TR DOW JONES U S REAL
+$84.1K
6,805
+19%
减持
UNH
UNITEDHEALTH GROUP
-$81.5K
640
-25%
增持
DSI
ISHARES MSCI KLD
+$81.3K
7,188
+7%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$80.3K
22,908
+1%
增持
AMLP
ALERIAN MLP ETF
+$78.3K
17,494
+10%
减持
HON
HONEYWELL INTL INC
-$72.7K
1,248
-17%
减持
SYK
STRYKER CORP
-$69.2K
1,568
-7%
减持
EFA
ISHARES MSCI EAFE INDEX ETF
+$67.0K
50,125
-1%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$61.2K
31,735
+170%
增持
DFAU
DIMENSIONAL US CORE EQUITY MA
+$61.2K
21,190
+4%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$58.3K
8,891
+8%
减持
TXN
TEXAS INSTRUMENTS INC
-$56.7K
2,997
-4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$55.4K
7,472
+4%
增持
PGX
INVESCO PREFERRED ETF
+$54.5K
82,263
+10%
增持
CVX
CHEVRON CORP NEW
+$52.6K
3,354
+14%
增持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
+$50.6K
24,290
+9%
增持
AMZN
AMAZON.COM INC
+$49.9K
4,236
+0%
增持
EAGG
ISHARES ESG U.S. AGGREGATE BO
+$46.3K
17,809
+6%
减持
SUSA
ISHARES MSCI USA ESG SELECT E
-$44.4K
12,408
-5%
减持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$44.2K
33,790
-1%
减持
JNJ
JOHNSON & JOHNSON COM
-$42.7K
2,280
-18%
减持
BSX
BOSTON SCIENTIFIC CORP.
-$42.3K
10,000
-2%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$42.3K
8,110
+5%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$41.0K
50,535
+5%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$39.7K
7,458
+5%
减持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
+$38.2K
179,381
-2%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE
-$37.7K
5,097
-10%
减持
CSCO
CISCO SYS INC
+$37.0K
7,859
-5%
减持
GE
GENERAL ELECTRIC COMPANY
-$36.1K
1,330
-10%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$36.1K
32,279
-1%
减持
AVGO
BROADCOM INC
+$35.6K
6,618
-3%
减持
LOW
LOWES COMPANIES
-$34.9K
1,832
-3%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
-$34.3K
21,084
-5%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE E
-$33.4K
31,778
-3%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$31.2K
817
-1%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$30.7K
6,953
+6%
增持
VTIP
VANGUARD ST TIPS BOND FD
-$29.7K
97,007
+2%
增持
TSLA
TESLA MTRS INC
+$29.3K
510
+13%
减持
MA
MASTERCARD INC CL A
-$25.4K
1,602
-3%
减持
NEE
NEXTERA ENERGY INC COM
+$23.2K
5,709
-1%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
-$22.9K
43,990
-5%
减持
MRK
MERCK & CO INC
+$22.7K
2,787
-14%
减持
EWC
ISHARES MSCI CANADA INDEX ETF
-$21.4K
20,569
-8%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$19.8K
249,131
-3%
增持
BLK
BLACKROCK INC
-$16.9K
226
+2%
减持
—
CHUBB CORP
+$15.6K
788
-3%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDE
-$15.5K
10,110
-2%
减持
SPGI
S&P GLOBAL INC
+$15.3K
582
-2%
减持
—
EXXON MOBIL CORPORATION
+$15.2K
9,406
-5%
减持
—
BUNGE LIMITED
-$15.2K
4,280
-12%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$13.4K
17,267
-0%
减持
GEV
GE VERNOVA LLC COM
-$12.6K
327
-11%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$12.3K
92,573
+1%
减持
MCD
MCDONALDS CORP
-$12.2K
2,567
-2%
减持
KO
COCA COLA CO
-$12.2K
5,637
-8%
减持
WFC
WELLS FARGO & CO
-$11.3K
4,157
-13%
减持
—
ACCENTURE PLC
+$10.9K
2,048
-6%
减持
VOO
VANGUARD S&P 500 ETF
-$10.8K
1,315
-4%
减持
WMT
WAL-MART STORES INC
+$10.7K
15,582
-7%
减持
ESGV
VANGUARD ESG US STOCK ETF
+$10.0K
37,565
-2%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
+$9.5K
9,410
-1%
减持
V
VISA INC CLASS A
-$8.1K
3,290
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$7.7K
1,535
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.4K
2,360
+1%
减持
XJH
ISHARES ESG SCREENED S&P MID-
+$7.0K
31,810
-1%
减持
MDY
SPDR S&P MID CAP 400 ETF
+$5.7K
3,256
-1%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM
+$5.7K
21,780
+1%
减持
VTI
VANGUARD INDEX FDS VANGUARD T
+$5.1K
1,175
-1%
减持
CTVA
CORTEVA INC
-$4.8K
3,192
-1%
减持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$4.3K
1,358
-0%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$4.1K
56,560
+1%
减持
IBDS
ISHARES IBONDS DEC 2027 TERM
-$3.9K
56,940
-0%
减持
JPM
JP MORGAN CHASE & CO.
+$3.7K
5,776
-2%
增持
XLK
SECTOR SPDR TR SHS BEN INT T
-$3.2K
1,552
+93%
增持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$1.4K
40,777
+3%
增持
IBTH
ISHARES IBONDS TERM TREASURY
-$910
94,780
+0%
增持
BN
BROOKFIELD CORP
+$809
8,524
+50%
增持
EWH
ISHARES MSCI HONG KONG INDEX
-$473
41,086
+1%
