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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 9
减持 64
清仓 72
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
18,432
-59%
减持
DNP
DNP SELECT INCOME FD INC
-$2.9M
76,945
-79%
清仓
AMGN
AMGEN INC
-$2.9M
0
-100%
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。
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.9M
159,468
-18%
清仓
UPS
UNITED PARCEL SERVICE INC
-$2.8M
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.6M
4,650
-89%
减持
MRK
MERCK & CO INC
-$2.6M
8,744
-79%
减持
MSFT
MICROSOFT CORP
-$2.6M
6,647
-60%
减持
PEP
PEPSICO INC
-$2.6M
3,610
-83%
减持
HD
HOME DEPOT INC
-$2.5M
2,186
-78%
清仓
ABT
ABBOTT LABS
-$2.3M
0
-100%
清仓
DEO
DIAGEO PLC
-$2.3M
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.2M
3,600
-88%
减持
DIS
DISNEY WALT CO
-$2.2M
1,180
-91%
减持
LMT
LOCKHEED MARTIN CORP
-$2.1M
650
-89%
清仓
ITOT
ISHARES TR
-$2.0M
0
-100%
减持
INTC
INTEL CORP
-$1.9M
27,980
-54%
减持
CVS
CVS HEALTH CORP
-$1.9M
42,860
-35%
减持
CMI
CUMMINS INC
-$1.8M
2,200
-77%
减持
AAPL
APPLE INC
-$1.8M
31,344
-32%
清仓
BDX
BECTON DICKINSON & CO
-$1.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.7M
23,350
-59%
清仓
FLTB
FIDELITY MERRIMACK STR TR
-$1.7M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
0
-100%
减持
PFF
ISHARES TR
-$1.7M
13,000
-76%
清仓
MKC
MCCORMICK & CO INC
-$1.6M
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$1.6M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$1.6M
629
-90%
清仓
AGG
ISHARES TR
-$1.6M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$1.5M
0
-100%
减持
PFE
PFIZER INC
-$1.5M
24,667
-62%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.5M
0
-100%
清仓
SNA
SNAP ON INC
-$1.5M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
2,595
-61%
清仓
TJX
TJX COS INC NEW
-$1.4M
0
-100%
清仓
GIS
GENERAL MLS INC
-$1.4M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
11,902
-46%
清仓
—
MEDTRONIC PLC
-$1.3M
0
-100%
清仓
GPC
GENUINE PARTS CO
-$1.3M
0
-100%
减持
ROL
ROLLINS INC
-$1.2M
13,661
-73%
清仓
DOW
DOW INC
-$1.2M
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$1.2M
1,586
-80%
清仓
IVW
ISHARES TR
-$1.2M
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$1.2M
1,250
-76%
清仓
ORCL
ORACLE CORP
-$1.1M
0
-100%
清仓
VFC
V F CORP
-$1.1M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$1.1M
0
-100%
减持
AFL
AFLAC INC
-$1.1M
4,271
-82%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.1M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$991.0K
9,035
-24%
增持
IGSB
ISHARES TR
+$973.0K
36,475
+96%
减持
VZ
VERIZON COMMUNICATIONS INC
-$931.0K
62,565
-19%
减持
—
EXXON MOBIL CORP
-$920.0K
21,175
-38%
清仓
DGRO
ISHARES TR
-$914.0K
0
-100%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$907.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$889.0K
4,645
-46%
增持
SMIN
ISHARES TR
+$882.0K
37,270
+50%
清仓
OMC
OMNICOM GROUP INC
-$871.0K
0
-100%
清仓
DE
DEERE & CO
-$854.0K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$847.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$842.0K
1,400
-72%
清仓
IVE
ISHARES TR
-$816.0K
0
-100%
减持
EMR
EMERSON ELEC CO
-$814.0K
6,639
-56%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$789.0K
1,680
-70%
减持
GOOG
ALPHABET INC
-$787.0K
852
-30%
减持
NVO
NOVO-NORDISK A S
-$782.0K
3,378
-74%
减持
CL
COLGATE PALMOLIVE CO
-$763.0K
5,000
-64%
减持
CVX
CHEVRON CORP NEW
-$738.0K
25,125
-20%
清仓
TGNA
TEGNA INC
-$733.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$717.0K
78,250
-30%
清仓
TIP
ISHARES TR
-$716.0K
0
-100%
减持
GXC
SPDR INDEX SHS FDS
-$713.0K
32,029
-0%
减持
IJR
ISHARES TR
-$704.0K
2,750
-69%
清仓
IOO
ISHARES TR
-$695.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$633.0K
0
-100%
清仓
IVV
ISHARES TR
-$615.0K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$605.0K
0
-100%
增持
PFFD
GLOBAL X FDS
+$566.0K
187,617
+15%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$546.0K
0
-100%
减持
KO
COCA COLA CO
-$545.0K
8,400
-54%
清仓
GWW
GRAINGER W W INC
-$527.0K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$517.0K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$515.0K
15,775
+41%
减持
—
UNILEVER PLC
-$513.0K
7,500
-52%
减持
JPM
JPMORGAN CHASE & CO
-$504.0K
23,137
-16%
清仓
META
FACEBOOK INC
-$502.0K
0
-100%
减持
CHD
CHURCH & DWIGHT INC
-$502.0K
3,000
-66%
减持
AMAT
APPLIED MATLS INC
-$477.0K
3,338
-48%
清仓
—
CHUBB LIMITED
-$448.0K
0
-100%
清仓
SJM
SMUCKER J M CO
-$441.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$406.0K
68,000
-21%
建仓
COF
CAPITAL ONE FINL CORP
+$405.0K
2,500
减持
DHR
DANAHER CORPORATION
-$400.0K
1,258
-57%
清仓
CAT
CATERPILLAR INC
-$394.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$394.0K
0
-100%
清仓
—
BROOKFIELD PROPERTY PARTRS L
-$392.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$386.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$360.0K
200
-32%
减持
AEP
AMERICAN ELEC PWR CO INC
-$358.0K
4,060
-50%
增持
ESGU
ISHARES TR
+$354.0K
85,292
+4%
清仓
BIV
VANGUARD BD INDEX FDS
-$331.0K
0
-100%
建仓
—
KRANESHARES TR
+$327.0K
13,800
建仓
STZ
CONSTELLATION BRANDS INC
+$316.0K
1,500
清仓
ULTA
ULTA BEAUTY INC
-$313.0K
0
-100%
清仓
V
VISA INC
-$307.0K
0
-100%
清仓
ELV
ANTHEM INC
-$306.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$304.0K
30,570
-3%
清仓
VTV
VANGUARD INDEX FDS
-$292.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$287.0K
0
-100%
清仓
MCO
MOODYS CORP
-$286.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$283.0K
305
-32%
减持
FAST
FASTENAL CO
-$283.0K
3,904
-58%
清仓
CSX
CSX CORP
-$281.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$277.0K
13,584
-8%
清仓
TSLA
TESLA INC
-$274.0K
0
-100%
清仓
—
VIACOMCBS INC
-$268.0K
0
-100%
清仓
IWF
ISHARES TR
-$266.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$253.0K
8,381
-15%
清仓
FLOT
ISHARES TR
-$253.0K
0
-100%
清仓
EFA
ISHARES TR
-$252.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$249.0K
9,450
-20%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$245.0K
0
-100%
清仓
PSK
SPDR SER TR
-$236.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$226.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$225.0K
0
-100%
清仓
BA
BOEING CO
-$223.0K
0
-100%
清仓
IWS
ISHARES TR
-$221.0K
0
-100%
建仓
SNAP
SNAP INC
+$220.0K
2,975
减持
VLO
VALERO ENERGY CORP
-$216.0K
9,050
-17%
清仓
PSX
PHILLIPS 66
-$215.0K
0
-100%
清仓
MRNA
MODERNA INC
-$215.0K
0
-100%
减持
IJH
ISHARES TR
-$213.0K
1,500
-34%
清仓
CHIQ
GLOBAL X FDS
-$212.0K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$211.0K
0
-100%
减持
ROST
ROSS STORES INC
-$211.0K
2,135
-40%
增持
RY
ROYAL BK CDA
+$210.0K
6,975
+46%
增持
INDA
ISHARES TR
+$210.0K
39,630
+2%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$208.0K
0
-100%
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$208.0K
1,320
减持
USMV
ISHARES TR
-$206.0K
5,000
-36%
清仓
SWK
STANLEY BLACK & DECKER INC
-$204.0K
0
-100%
清仓
PPL
PPL CORP
-$203.0K
0
-100%
减持
ABBV
ABBVIE INC
-$196.0K
11,550
-10%
增持
PFFV
GLOBAL X FDS
+$194.0K
40,966
+22%
增持
EQIX
EQUINIX INC
+$193.0K
1,215
+27%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$192.0K
1,655
-15%
减持
BHP
BHP GROUP LTD
-$191.0K
4,850
-22%
减持
GLD
SPDR GOLD TR
-$186.0K
15,585
-6%
减持
VNQ
VANGUARD INDEX FDS
-$183.0K
4,250
-30%
减持
VOO
VANGUARD INDEX FDS
-$183.0K
3,654
-11%