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GSB Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GSB Wealth Management, LLC
报告期 2026-03-31 · CIK 0001660694
持仓数
239
前50大市值合计
$295.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q1
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 20
增持 92
减持 31
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.8M
193,361
-30%
减持
T
AT&T INC
-$2.3M
21,693
-77%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
30,000
-75%
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
ESGU
ISHARES TR
+$1.5M
81,689
+13%
建仓
SMIN
ISHARES TR
+$1.4M
24,878
建仓
PRU
PRUDENTIAL FINL INC
+$1.1M
11,178
增持
PFFD
GLOBAL X FDS
+$1.1M
163,038
+29%
建仓
IGSB
ISHARES TR
+$1.0M
18,606
增持
GXC
SPDR INDEX SHS FDS
+$936.0K
32,031
+27%
增持
QQQ
INVESCO QQQ TR
+$827.0K
11,920
+12%
建仓
EQIX
EQUINIX INC
+$767.0K
956
减持
—
INVESCO EXCH TRD SLF IDX FD
-$728.0K
86,500
-28%
增持
VBK
VANGUARD INDEX FDS
+$714.0K
14,095
+15%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$706.0K
111,250
-23%
增持
SCHE
SCHWAB STRATEGIC TR
+$675.0K
156,573
+11%
增持
NVDA
NVIDIA CORPORATION
+$665.0K
2,318
+4%
增持
PM
PHILIP MORRIS INTL INC
+$628.0K
15,230
+53%
增持
MSFT
MICROSOFT CORP
+$627.0K
16,530
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$622.0K
17,975
+1%
建仓
—
ASML HOLDING N V
+$601.0K
870
增持
CVS
CVS HEALTH CORP
+$590.0K
66,225
+1%
增持
GOOG
ALPHABET INC
+$538.0K
1,220
+0%
建仓
—
CORESITE RLTY CORP
+$534.0K
3,965
增持
SCHV
SCHWAB STRATEGIC TR
+$528.0K
56,281
+11%
建仓
SCHW
SCHWAB CHARLES CORP
+$503.0K
6,910
减持
VZ
VERIZON COMMUNICATIONS INC
-$501.0K
76,926
-7%
减持
UPS
UNITED PARCEL SERVICE INC
+$491.0K
13,454
-1%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$487.0K
22,206
+76%
增持
PEP
PEPSICO INC
+$485.0K
20,973
+13%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$479.0K
1,955
+40%
增持
SPMD
SPDR SER TR
+$466.0K
85,870
+10%
增持
PFE
PFIZER INC
+$437.0K
65,355
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$418.0K
14,765
+13%
建仓
FEZ
SPDR INDEX SHS FDS
+$408.0K
8,715
增持
PFFV
GLOBAL X FDS
+$390.0K
33,716
+64%
清仓
BP
BP PLC
-$389.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$387.0K
11,487
增持
DLR
DIGITAL RLTY TR INC
+$382.0K
6,050
+61%
增持
MCD
MCDONALDS CORP
+$379.0K
9,838
+16%
增持
NGG
NATIONAL GRID PLC
+$378.0K
14,255
+58%
清仓
—
ISHARES GOLD TR
-$374.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$365.0K
92,380
+6%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$360.0K
13,658
+46%
增持
SCHZ
SCHWAB STRATEGIC TR
+$346.0K
34,442
+21%
增持
PFF
ISHARES TR
+$343.0K
55,073
+16%
增持
INDA
ISHARES TR
+$340.0K
38,865
+19%
增持
SCHA
SCHWAB STRATEGIC TR
+$332.0K
22,378
+12%
建仓
BIV
VANGUARD BD INDEX FDS
+$331.0K
3,682
增持
PSA
PUBLIC STORAGE
+$330.0K
1,998
+82%
增持
DEO
DIAGEO PLC
+$328.0K
11,776
+0%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$313.0K
6,640
增持
KO
COCA COLA CO
+$307.0K
18,230
+42%
增持
GOOGL
ALPHABET INC
+$305.0K
450
+17%
减持
ABT
ABBOTT LABS
-$304.0K
19,477
-9%
增持
COST
COSTCO WHSL CORP NEW
+$298.0K
6,652
+0%
清仓
—
ROYAL DUTCH SHELL PLC
-$295.0K
0
-100%
增持
ZTS
ZOETIS INC
+$291.0K
9,991
+0%
增持
KGRN
KRANESHARES TR
+$290.0K
19,430
+19%
建仓
CMCSA
COMCAST CORP NEW
+$287.0K
5,036
增持
INTC
INTEL CORP
-$283.0K
60,376
+5%
清仓
ENB
ENBRIDGE INC
-$278.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$272.0K
34,343
+1%
清仓
VAC
MARRIOTT VACTINS WORLDWID CO
-$265.0K
0
-100%
建仓
EFX
EQUIFAX INC
+$256.0K
1,069
增持
ABBV
ABBVIE INC
+$251.0K
12,806
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$249.0K
12,341
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$246.0K
29,907
+0%
增持
EWA
ISHARES INC
+$245.0K
93,508
+6%
增持
MFC
MANULIFE FINL CORP
+$241.0K
55,100
+40%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$239.0K
31,619
+7%
建仓
ALL
ALLSTATE CORP
+$235.0K
1,800
减持
D
DOMINION ENERGY INC
-$232.0K
3,650
-45%
增持
NVO
NOVO-NORDISK A S
+$221.0K
13,198
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$218.0K
575
建仓
MRNA
MODERNA INC
+$215.0K
915
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$214.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$213.0K
3,100
建仓
CHIQ
GLOBAL X FDS
+$212.0K
6,000
建仓
OTIS
OTIS WORLDWIDE CORP
+$211.0K
2,580
增持
CWI
SPDR INDEX SHS FDS
+$207.0K
22,745
+37%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$207.0K
0
-100%
增持
IVE
ISHARES TR
+$205.0K
5,529
+28%
增持
VLO
VALERO ENERGY CORP
+$205.0K
10,950
+21%
建仓
SWK
STANLEY BLACK & DECKER INC
+$204.0K
997
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$202.0K
43,815
+1%
增持
CVX
CHEVRON CORP NEW
+$200.0K
31,380
+7%
减持
ILMN
ILLUMINA INC
+$197.0K
2,225
-0%
增持
HYLB
DBX ETF TR
+$190.0K
43,999
+39%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$187.0K
2,282
+8%
增持
XBI
SPDR SER TR
+$186.0K
24,533
+6%
增持
HD
HOME DEPOT INC
+$167.0K
9,984
+1%
增持
VOO
VANGUARD INDEX FDS
+$157.0K
4,127
+2%
增持
GLD
SPDR GOLD TR
+$156.0K
16,571
+2%
减持
DE
DEERE & CO
-$155.0K
2,421
-10%
增持
ROP
ROPER TECHNOLOGIES INC
+$151.0K
2,246
+0%
减持
MRK
MERCK & CO INC
-$150.0K
42,084
-5%
减持
DNP
DNP SELECT INCOME FD INC
+$147.0K
360,184
-2%
增持
CMI
CUMMINS INC
-$141.0K
9,581
+0%
增持
—
KRANESHARES TR
+$140.0K
19,700
+12%
增持
JPM
JPMORGAN CHASE & CO
+$137.0K
27,596
+1%
减持
DOW
DOW INC
-$131.0K
19,304
-9%
减持
AMGN
AMGEN INC
-$129.0K
11,816
-2%
增持
RY
ROYAL BK CDA
+$127.0K
4,775
+23%
增持
DHR
DANAHER CORPORATION
+$127.0K
2,917
+0%
增持
JNJ
JOHNSON & JOHNSON
+$116.0K
45,394
+1%
增持
ORCL
ORACLE CORP
+$114.0K
14,717
+0%
增持
ICLN
ISHARES TR
+$111.0K
70,402
+11%
增持
GPC
GENUINE PARTS CO
+$111.0K
9,911
+0%
减持
TD
TORONTO DOMINION BK ONT
+$103.0K
23,051
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$99.0K
5,150
+5%
减持
BUG
GLOBAL X FDS
+$98.0K
31,150
-3%
增持
CSCO
CISCO SYS INC
+$97.0K
56,787
+1%
减持
ITOT
ISHARES TR
+$96.0K
20,660
-3%
增持
SCHP
SCHWAB STRATEGIC TR
+$96.0K
12,994
+11%
减持
LMT
LOCKHEED MARTIN CORP
-$95.0K
6,081
-6%
减持
KMB
KIMBERLY-CLARK CORP
-$92.0K
11,101
-2%
减持
CLOU
GLOBAL X FDS
+$91.0K
36,225
-1%
减持
IVW
ISHARES TR
+$90.0K
16,662
-3%
增持
HON
HONEYWELL INTL INC
+$88.0K
8,548
+4%
增持
MA
MASTERCARD INCORPORATED
+$88.0K
924
+32%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$87.0K
8,357
+19%
减持
—
ACCENTURE PLC IRELAND
+$86.0K
6,150
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$85.0K
8,135
+14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.0K
5,996
-3%
增持
—
UNILEVER PLC
+$82.0K
15,722
+5%
增持
VNQ
VANGUARD INDEX FDS
+$82.0K
6,055
+4%
增持
IGIB
ISHARES TR
+$77.0K
23,631
+3%
减持
BDX
BECTON DICKINSON & CO
-$73.0K
7,393
-4%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$70.0K
32,035
+4%
减持
EMR
EMERSON ELEC CO
+$66.0K
14,949
-2%
增持
—
MEDTRONIC PLC
+$65.0K
10,155
+0%
增持
AFL
AFLAC INC
+$62.0K
24,000
+0%
减持
BA
BOEING CO
-$59.0K
932
-16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$59.0K
5,666
+0%
减持
AAPL
APPLE INC
-$57.0K
45,819
-12%
增持
HDB
HDFC BANK LTD
+$56.0K
32,075
+9%
增持
IJR
ISHARES TR
+$53.0K
8,883
+1%
增持
MDYG
SPDR SER TR
+$53.0K
17,075
+1%
减持
AMAT
APPLIED MATLS INC
+$50.0K
6,371
-1%
减持
CAT
CATERPILLAR INC
-$49.0K
1,810
-5%
增持
BAC
BK OF AMERICA CORP
+$48.0K
18,772
+0%
增持
GWW
GRAINGER W W INC
+$46.0K
1,203
+0%
增持
VO
VANGUARD INDEX FDS
+$45.0K
2,548
+1%
减持
GD
GENERAL DYNAMICS CORP
+$45.0K
8,096
-1%
增持
SNA
SNAP ON INC
-$44.0K
6,574
+0%
增持
IJH
ISHARES TR
+$44.0K
2,264
+4%
增持
SO
SOUTHERN CO
-$41.0K
32,960
+1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$38.0K
26,901
+5%
增持
APD
AIR PRODS & CHEMS INC
+$38.0K
5,178
+0%
增持
EWT
ISHARES INC
+$38.0K
5,050
+6%
