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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 98
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL
+$9.9M
206,595
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ET
+$6.9M
469,722
+15%
减持
GLDM
SPDR GOLD MINISHARES TRUST
-$6.2M
90,390
-47%
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
SPY
S&P 500 DEPOSITORY RECEIPT
-$6.1M
223,338
+1%
增持
VGSH
VANGUARD SHORT TERM TREASURY
+$776.4K
608,248
+3%
增持
VMBS
VANGUARD MORTGAGE BACKED SEC
+$750.2K
82,818
+24%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE
+$744.4K
257,157
+4%
增持
EFA
ISHARES MSCI EAFE INDEX ETF
+$735.0K
57,125
+14%
增持
IVV
ISHARES S&P 500 INDEX ETF
-$677.5K
21,722
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ET
-$654.6K
23,578
-27%
增持
SHV
ISHARES BARCLAYS SHORT TREASU
+$631.3K
44,041
+15%
增持
TLT
ISHARES BARCLAYS 20 YEAR TRE
+$624.9K
262,280
+3%
增持
AAPL
APPLE COMPUTER INC.
-$622.1K
40,519
+1%
增持
BWX
SPDR BARCLAYS INTL TREASURY B
+$600.5K
723,388
+7%
减持
—
EXXON MOBIL CORPORATION
+$446.9K
9,306
-1%
增持
NVDA
NVIDIA CORP COM
+$442.9K
5,261
+107%
增持
MSFT
MICROSOFT CORPORATION
-$435.4K
8,352
+15%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESE
-$404.8K
182,436
+2%
增持
BOND
PIMCOTOTAL RETURN ETF
+$362.3K
125,987
+4%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1
+$355.4K
38,444
+17%
增持
BSX
BOSTON SCIENTIFIC CORP.
-$319.7K
10,100
+1%
减持
EWY
ISHARES MSCI SOUTH KOREA INDE
+$290.5K
12,657
-3%
增持
COST
COSTCO WHOLESALE CORP.
+$286.6K
1,989
+1%
建仓
TSM
TAIWANSEMICONDUCTOR MANUFACTU
+$273.7K
810
增持
AMZN
AMAZON.COM INC
+$249.2K
5,891
+39%
减持
MDY
SPDR S&P MID CAP 400 ETF
-$249.1K
2,781
-15%
减持
VTIP
VANGUARD ST TIPS BOND FD
-$243.3K
91,184
-6%
清仓
UFOX
DEFIANCE CONNECTIVE TECHNOLOG
-$242.6K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$241.8K
400
建仓
COP
CONOCOPHILLIPS
+$241.7K
1,831
清仓
TSLA
TESLA MTRS INC
-$229.4K
0
-100%
增持
BAB
INVESCO TAXABLE MUNICIPAL BON
+$227.4K
668,113
+2%
减持
CRBN
ISHARES MSCI ACWI LOW CARBON
-$226.4K
8,720
-7%
建仓
EIDO
ISHARES MSCI INDONESIA ETF
+$224.8K
14,240
建仓
PFE
PFIZER INC.
+$218.4K
7,779
清仓
UNH
UNITEDHEALTH GROUP
-$211.3K
0
-100%
增持
LLY
LILLY ELI & CO
-$210.9K
1,597
+2%
清仓
ADP
AUTOMATIC DATA PROCESSING INC
-$210.0K
0
-100%
建仓
INTU
INTUIT INCORPORATED COM
+$208.0K
481
建仓
ITW
ILLINOIS TOOL WORKS
+$207.2K
796
减持
CAT
CATERPILLAR INC
+$203.8K
1,545
-1%
减持
—
ACCENTURE PLC
-$182.0K
1,853
-10%
增持
AMLP
ALERIAN MLP ETF
+$176.2K
18,974
+8%
增持
—
BUNGE LIMITED
+$175.7K
4,379
+2%
减持
WMT
WAL-MART STORES INC
+$175.7K
15,382
-1%
增持
ESGV
VANGUARD ESG US STOCK ETF
-$175.1K
38,914
+4%
减持
VGLT
VANGUARD LONG-TERM TREASURY I
-$171.7K
36,622
-7%
减持
CMF
ISHARES CALIFORNIA MUNI BOND
-$171.3K
42,780
-6%
增持
EWT
ISHARES MSCI TAIWAN INDEX ETF
+$159.8K
17,375
+3%
减持
MA
MASTERCARD INC CL A
-$156.0K
1,518
-5%
增持
TIP
ISHARES BARCLAYS TIPS BOND ET
+$153.0K
10,241
+15%
减持
IAU
ISHARES GOLD TRUST
-$149.6K
38,159
-12%
增持
DVY
ISHARES DOW JONES SELECT DIVI
+$144.7K
7,908
+6%
增持
ORCL
ORACLE CORPORATION
-$139.5K
3,172
+2%
增持
VNQ
VANGUARD REIT INDEX ETF
+$128.1K
175,363
+1%
增持
JPM
JP MORGAN CHASE & CO.
-$125.3K
5,901
+2%
增持
XJH
ISHARES ESG SCREENED S&P MID-
+$125.0K
34,060
+7%
增持
GOOG
ALPHABET INC CLASS C
+$121.2K
1,301
+62%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND
+$121.2K
245,444
-1%
增持
EWH
ISHARES MSCI HONG KONG INDEX
+$120.9K
43,046
+5%
减持
FBND
FIDELITY TOTAL BOND ETF
-$119.2K
9,745
-20%
增持
JNJ
JOHNSON & JOHNSON COM
+$112.6K
2,391
+5%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE E
+$112.1K
32,774
+3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$105.3K
7,952
+6%
增持
PGX
INVESCO PREFERRED ETF
+$104.7K
94,608
+15%
增持
VXF
VANGUARD EXTENDED MARKET INDE
-$102.7K
35,531
+0%
增持
EWS
ISHARES MSCI SINGAPORE INDEX
+$100.5K
30,794
+10%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS
+$99.9K
17,270
+0%
增持
DMXF
ISHARES ESG ADVANCED MSCI EAF
+$97.7K
20,670
+6%
减持
ESGU
ISHARES ESG AWARE MSCI USA ET
-$95.3K
10,341
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$92.6K
2,235
-5%
减持
ABT
ABBOTT LABORATORIES
-$91.7K
3,999
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATIO
+$90.4K
1,808
+33%
增持
IBM
INTL BUSINESS MACH
-$89.0K
1,693
+0%
增持
GEV
GE VERNOVA LLC COM
+$88.3K
346
+6%
增持
SUB
ISHARES S&P SHORT-TERM NATION
+$79.7K
9,770
+8%
减持
IDV
ISHARES TR INTL SEL DIV ETF
+$72.4K
55,805
-4%
增持
SPSB
SPDR PORTFOLIO SHORT TERM COR
+$69.6K
85,140
+3%
增持
AVGO
BROADCOM INC
-$67.6K
7,182
+9%
增持
VALE
VALE S.A. SPONS ADR REPR 1 CO
+$66.0K
22,500
+0%
增持
TXN
TEXAS INSTRUMENTS INC
+$66.0K
3,018
+1%
增持
FAN
FIRST TRUST GLOBAL WIND ENERG
+$65.9K
13,135
+4%
增持
BRF
MARKET VECTORS BRAZIL SMALL C
+$65.9K
22,125
+5%
增持
EWW
ISHARES MSCI MEXICO INVESTABL
+$65.0K
8,195
+3%
增持
NTR
NUTRIEN LTD
+$64.2K
3,933
+4%
减持
PEP
PEPSICO INC
+$61.3K
6,515
-2%
增持
GE
GENERAL ELECTRIC COMPANY
+$60.8K
1,658
+25%
增持
MOO
MARKET VECTORS AGRIBUSINESS E
+$59.3K
3,662
+7%
减持
HD
HOME DEPOT INC COM
-$55.6K
2,897
-1%
增持
BAC
BANK OF AMERICA COM
-$54.7K
12,247
+3%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$54.0K
12,350
+12%
增持
MRK
MERCK & CO INC
+$53.3K
2,882
+3%
减持
VOO
VANGUARD S&P 500 ETF
-$50.6K
1,295
-2%
减持
DFAX
DIMENSIONAL WORLD EX US CORE
+$45.5K
197,277
-3%
增持
KO
COCA COLA CO
+$42.1K
5,736
+2%
减持
EAGG
ISHARES ESG U.S. AGGREGATE BO
-$41.2K
17,055
-4%
增持
SUSA
ISHARES MSCI USA ESG SELECT E
+$40.0K
13,391
+8%
增持
BMY
BRISTOL MYERS SQUIBB
+$38.7K
4,877
+2%
清仓
—
CRESUD S. A. C. I. F. Y. A. W
-$38.0K
0
-100%
减持
DFAU
DIMENSIONAL US CORE EQUITY MA
-$37.4K
21,150
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX
-$35.7K
14,335
-5%
增持
EEMS
ISHARES INC MSCI EMRG MKTS SM
+$34.1K
5,365
+7%
增持
BN
BROOKFIELD CORP
-$33.7K
8,834
+4%
增持
BBD
BANCO BRADESCO SA ADR
+$31.2K
78,776
+2%
增持
SYK
STRYKER CORP
-$29.6K
1,587
+1%
增持
XJR
ISHARES ESG SCREENED S&P SMAL
+$28.6K
9,155
+5%
增持
COLO
GLOBAL X FTSE COLOMBIA 20 ETF
+$28.0K
7,054
+0%
增持
EWC
ISHARES MSCI CANADA INDEX ETF
+$26.7K
20,734
+1%
减持
HON
HONEYWELL INTL INC
+$24.6K
1,186
-5%
增持
CSCO
CISCO SYS INC
+$23.6K
8,107
+3%
减持
ESGE
ISHARES ESG AWARE MSCI EMERGI
+$23.5K
20,999
-0%
增持
CGW
CLAYMORE S&P GLOBAL WATER ETF
+$23.5K
5,300
+6%
减持
VWO
VANGUARD EMERGING MARKETS ETF
-$22.7K
16,285
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$22.1K
1,564
+2%
增持
JGH
NUVEEN GLB HIGH INC FD
+$21.7K
24,621
+11%
增持
MUB
ISHARES S&P NATL AMTFREE MUNI
+$21.4K
8,385
+3%
增持
UNP
UNION PACIFIC CORP
+$21.4K
1,378
+2%
增持
—
CHUBB CORP
+$20.7K
818
+4%
增持
GOOGL
ALPHABET INC CLASS A
+$19.7K
2,057
+13%
增持
VSGX
VANGUARD ESG INTERNATIONAL ST
+$18.9K
34,001
+1%
减持
ITUB
ITAU UNIBANCO HOLDING SA ADR
+$18.1K
37,003
-9%
增持
DSI
ISHARES MSCI KLD
-$15.9K
7,510
+4%
增持
XEMDX
WESTERN ASSET EMERGING MARKET
+$14.9K
56,225
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$13.2K
345
+9%
减持
GLD
SPDR GOLD TRUST ETF
-$13.1K
5,120
-8%
增持
CRESY
CRESUD S.A.C.I.F.Y.A. SPONS A
+$13.1K
23,773
+4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKE
-$12.5K
180,190
-3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY E
+$11.4K
43,190
-2%
增持
USXF
ISHARES ESG ADVANCED MSCI USA
-$10.3K
42,555
+4%
增持
XVV
ISHARES ESG SCREENED S&P 500
-$10.3K
44,743
+7%
增持
PG
PROCTER & GAMBLE CO
+$9.3K
2,993
+1%
增持
IIF
MORGAN STANLEY INDIA INVESTME
+$9.2K
13,624
+26%
减持
SUSB
ISHARES ESG 1-5 YEAR USD CORP
-$8.4K
24,125
-1%
减持
IYR
ISHARES TR DOW JONES U S REAL
-$6.3K
6,690
-2%
减持
EMXF
ISHARES ESG ADVANCED MSCI EM
-$5.7K
12,550
-4%
减持
MCD
MCDONALDS CORP
-$4.8K
2,509
-2%
增持
EZA
ISHARES MSCI SOUTH AFRICA IND
-$4.7K
5,035
+0%
增持
LOW
LOWES COMPANIES
-$4.5K
1,851
+1%
增持
IBTG
ISHARES IBONDS TERM TREASURY
+$4.4K
92,603
+0%
增持
SPGI
S&P GLOBAL INC
+$4.3K
725
+25%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM
+$4.0K
21,570
+1%
增持
ABBV
ABBVIE INC
+$3.4K
1,146
+7%
增持
IBTH
ISHARES IBONDS TERM TREASURY
-$3.3K
94,800
+0%
增持
HYD
VANECK VECTORS ETF TR HIGH YL
-$3.2K
4,275
+0%
增持
VCIT
VANGUARD INTERMEDIATE TERM CO
+$3.0K
7,073
+2%
减持
VTV
VANGUARD VALUE ETF
-$2.7K
5,518
-3%
增持
V
VISA INC CLASS A
-$2.6K
3,809
+16%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM
+$2.5K
56,640
+0%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM
-$2.2K
56,945
+0%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM
+$1.9K
21,940
+0%
