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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 66
增持 74
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JNJ
JOHNSON & JOHNSON
+$5.0M
46,417
+152%
增持
PEP
PEPSICO INC
+$3.5M
23,037
+538%
增持
MSFT
MICROSOFT CORP
+$3.4M
15,705
+136%
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 INC
+$3.4M
44,052
+41%
增持
HD
HOME DEPOT INC
+$3.1M
9,296
+325%
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.9M
13,516
建仓
ABT
ABBOTT LABS
+$2.9M
20,306
增持
DNP
DNP SELECT INCOME FD INC
+$2.8M
336,129
+337%
增持
PFE
PFIZER INC
+$2.8M
65,264
+165%
增持
CVS
CVS HEALTH CORP
+$2.7M
61,173
+43%
增持
CSCO
CISCO SYS INC
+$2.6M
61,472
+163%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.6M
42,887
+822%
建仓
AMGN
AMGEN INC
+$2.6M
11,585
建仓
DEO
DIAGEO PLC
+$2.5M
11,578
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
6,450
+149%
增持
MRK
MERCK & CO INC
+$2.4M
39,809
+355%
增持
—
ACCENTURE PLC IRELAND
+$2.4M
6,247
+893%
增持
PFF
ISHARES TR
+$2.3M
72,175
+455%
增持
QQQ
INVESCO QQQ TR
+$2.3M
13,994
+55%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.2M
29,669
+724%
建仓
ITOT
ISHARES TR
+$2.2M
20,162
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
6,258
+863%
增持
MCD
MCDONALDS CORP
+$2.0M
14,915
+78%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
2,785
增持
DIS
DISNEY WALT CO
+$1.9M
13,753
+1066%
建仓
BDX
BECTON DICKINSON & CO
+$1.9M
7,641
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
21,449
+80%
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$1.8M
35,052
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
6,026
建仓
MKC
MCCORMICK & CO INC
+$1.8M
18,423
建仓
AGG
ISHARES TR
+$1.8M
15,570
建仓
TD
TORONTO DOMINION BK ONT
+$1.7M
21,784
增持
AFL
AFLAC INC
+$1.6M
31,982
+649%
建仓
KMB
KIMBERLY-CLARK CORP
+$1.6M
11,011
建仓
TJX
TJX COS INC NEW
+$1.5M
20,226
增持
CMI
CUMMINS INC
+$1.5M
9,278
+322%
建仓
GIS
GENERAL MLS INC
+$1.5M
22,381
建仓
SNA
SNAP ON INC
+$1.4M
6,670
增持
KO
COCA COLA CO
+$1.4M
31,462
+275%
建仓
GPC
GENUINE PARTS CO
+$1.4M
9,718
增持
CVX
CHEVRON CORP NEW
+$1.3M
32,981
+31%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
7,754
+389%
建仓
IVW
ISHARES TR
+$1.3M
15,297
建仓
ORCL
ORACLE CORP
+$1.3M
14,590
增持
ROL
ROLLINS INC
+$1.3M
50,824
+272%
建仓
DOW
DOW INC
+$1.2M
21,962
增持
INTC
INTEL CORP
+$1.2M
52,818
+89%
增持
APD
AIR PRODS & CHEMS INC
+$1.2M
5,031
+302%
增持
ESGU
ISHARES TR
+$1.2M
89,010
+4%
建仓
IVE
ISHARES TR
+$1.2M
7,494
增持
GOOG
ALPHABET INC
+$1.2M
1,186
+39%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.1M
7,136
建仓
ROP
ROPER TECHNOLOGIES INC
+$1.1M
2,206
增持
NVO
NOVO-NORDISK A S
+$1.1M
12,522
+271%
建仓
APH
AMPHENOL CORP NEW
+$1.1M
12,322
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
5,591
+233%
建仓
—
MEDTRONIC PLC
+$1.0M
9,991
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
18,113
+2%
建仓
CNI
CANADIAN NATL RY CO
+$988.0K
8,042
建仓
DGRO
ISHARES TR
+$987.0K
17,767
建仓
VFC
V F CORP
+$926.0K
12,640
增持
ITW
ILLINOIS TOOL WKS INC
+$921.0K
4,902
+250%
建仓
—
PEOPLES UNITED FINANCIAL INC
+$888.0K
49,849
增持
EMR
EMERSON ELEC CO
+$866.0K
16,041
+142%
增持
IJR
ISHARES TR
+$831.0K
9,879
+259%
建仓
IVV
ISHARES TR
+$823.0K
1,726
增持
CL
COLGATE PALMOLIVE CO
+$821.0K
14,055
+181%
增持
HON
HONEYWELL INTL INC
+$803.0K
8,580
+85%
增持
ABBV
ABBVIE INC
+$779.0K
14,956
+29%
建仓
DE
DEERE & CO
+$779.0K
2,271
增持
ZTS
ZOETIS INC
+$760.0K
10,429
+13%
增持
—
EXXON MOBIL CORP
+$749.0K
32,609
+54%
增持
SMIN
ISHARES TR
+$749.0K
49,520
+33%
减持
NVDA
NVIDIA CORPORATION
+$714.0K
8,279
-0%
建仓
OMC
OMNICOM GROUP INC
+$712.0K
9,716
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$706.0K
153,040
-4%
建仓
TGNA
TEGNA INC
+$681.0K
36,695
建仓
META
META PLATFORMS INC
+$663.0K
1,972
增持
CHD
CHURCH & DWIGHT CO INC
+$656.0K
8,818
+194%
增持
SCHV
SCHWAB STRATEGIC TR
+$635.0K
59,407
+8%
清仓
—
CORESITE RLTY CORP
-$598.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$591.0K
20,264
+130%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$590.0K
32,469
+57%
增持
PRU
PRUDENTIAL FINL INC
+$587.0K
20,763
+32%
建仓
GWW
GRAINGER W W INC
+$581.0K
1,122
增持
AMAT
APPLIED MATLS INC
+$575.0K
6,386
+91%
建仓
DG
DOLLAR GEN CORP NEW
+$564.0K
2,392
增持
PFFD
GLOBAL X FDS
+$563.0K
209,473
+12%
建仓
VO
VANGUARD INDEX FDS
+$557.0K
2,186
建仓
IOO
ISHARES TR
+$554.0K
7,096
建仓
—
CHUBB LIMITED
+$546.0K
2,824
建仓
BIV
VANGUARD BD INDEX FDS
+$530.0K
6,044
增持
SPMD
SPDR SER TR
+$505.0K
91,832
+4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$498.0K
45,500
-33%
建仓
SJM
SMUCKER J M CO
+$497.0K
3,660
增持
DHR
DANAHER CORPORATION
+$494.0K
2,665
+112%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$485.0K
2,242
+27%
建仓
ELV
ANTHEM INC
+$484.0K
1,044
增持
GOOGL
ALPHABET INC
+$476.0K
446
+46%
增持
AMD
ADVANCED MICRO DEVICES INC
+$470.0K
6,800
+37%
增持
JPM
JPMORGAN CHASE & CO
+$459.0K
26,819
+16%
建仓
VTV
VANGUARD INDEX FDS
+$454.0K
3,088
建仓
TSLA
TESLA INC
+$426.0K
403
减持
HDB
HDFC BANK LTD
-$422.0K
29,325
-8%
增持
IJH
ISHARES TR
+$418.0K
2,873
+92%
建仓
SBUX
STARBUCKS CORP
+$415.0K
3,550
增持
FAST
FASTENAL CO
+$399.0K
9,363
+140%
增持
NEE
NEXTERA ENERGY INC
+$389.0K
23,547
+2%
建仓
PSK
SPDR SER TR
+$384.0K
8,941
增持
SCHF
SCHWAB STRATEGIC TR
+$384.0K
99,941
+10%
增持
DLR
DIGITAL RLTY TR INC
+$381.0K
7,300
+16%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$375.0K
61,250
-22%
建仓
ULTA
ULTA BEAUTY INC
+$373.0K
905
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$364.0K
22,025
增持
AEP
AMERICAN ELEC PWR CO INC
+$347.0K
7,607
+87%
建仓
VUG
VANGUARD INDEX FDS
+$342.0K
1,065
增持
AMZN
AMAZON COM INC
+$329.0K
296
+48%
增持
VZ
VERIZON COMMUNICATIONS INC
+$326.0K
71,296
+14%
清仓
EWY
ISHARES INC
-$313.0K
0
-100%
建仓
CSX
CSX CORP
+$310.0K
8,252
建仓
MCO
MOODYS CORP
+$308.0K
788
增持
—
JOHNSON CTLS INTL PLC
+$305.0K
8,135
+56%
建仓
VB
VANGUARD INDEX FDS
+$301.0K
1,330
建仓
IWF
ISHARES TR
+$300.0K
981
增持
VNQ
VANGUARD INDEX FDS
+$300.0K
6,323
+49%
增持
DUK
DUKE ENERGY CORP NEW
+$296.0K
11,609
+23%
增持
VOO
VANGUARD INDEX FDS
+$294.0K
3,974
+9%
建仓
CAT
CATERPILLAR INC
+$292.0K
1,413
减持
PAYX
PAYCHEX INC
+$290.0K
13,425
-2%
建仓
UNP
UNION PAC CORP
+$288.0K
1,144
建仓
SWK
STANLEY BLACK & DECKER INC
+$283.0K
1,500
增持
PFFV
GLOBAL X FDS
+$277.0K
51,511
+26%
增持
SCHA
SCHWAB STRATEGIC TR
+$273.0K
26,283
+9%
建仓
EFA
ISHARES TR
+$270.0K
3,434
增持
USMV
ISHARES TR
+$263.0K
7,805
+56%
减持
EQIX
EQUINIX INC
-$260.0K
828
-32%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$259.0K
4,774
建仓
ENPH
ENPHASE ENERGY INC
+$258.0K
1,410
建仓
ZS
ZSCALER INC
+$252.0K
785
建仓
FLOT
ISHARES TR
+$252.0K
4,958
增持
GLD
SPDR GOLD TR
+$251.0K
16,439
+5%
减持
MFC
MANULIFE FINL CORP
-$247.0K
36,600
-25%
增持
SO
SOUTHERN CO
+$244.0K
32,822
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$243.0K
179,612
+8%
建仓
IWS
ISHARES TR
+$238.0K
1,943
增持
—
UNILEVER PLC
+$233.0K
11,901
+59%
建仓
UNH
UNITEDHEALTH GROUP INC
+$233.0K
464
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$233.0K
450
建仓
V
VISA INC
+$232.0K
1,068
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$231.0K
1,348
