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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 57
减持 68
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$3.6M
93,891
+642%
减持
GXC
SPDR INDEX SHS FDS
-$3.2M
2,650
-92%
减持
ESGU
ISHARES TR
-$2.4M
70,632
-21%
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
-$2.4M
128,031
-16%
增持
FLOT
ISHARES TR
+$2.4M
51,737
+944%
减持
XBI
SPDR SER TR
-$2.2M
8,245
-69%
增持
—
UNILEVER PLC
+$2.2M
61,245
+415%
增持
IGSB
ISHARES TR
+$2.0M
80,960
+98%
清仓
HYLB
DBX ETF TR
-$1.8M
0
-100%
建仓
FLRN
SPDR SER TR
+$1.8M
59,477
减持
SCHE
SCHWAB STRATEGIC TR
-$1.8M
127,280
-29%
建仓
EPI
WISDOMTREE TR
+$1.8M
48,735
减持
GLD
SPDR GOLD TR
-$1.3M
8,468
-48%
建仓
VDC
VANGUARD WORLD FDS
+$1.2M
6,267
减持
CVX
CHEVRON CORP NEW
+$1.2M
31,238
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
16,554
-9%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
134,555
+35%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$933.0K
40,971
+102%
清仓
KGRN
KRANESHARES TR
-$916.0K
0
-100%
增持
SPMD
SPDR SER TR
+$821.0K
114,273
+24%
建仓
ESGD
ISHARES TR
+$804.0K
10,899
增持
SCHV
SCHWAB STRATEGIC TR
+$791.0K
72,012
+21%
增持
DOW
DOW INC
+$749.0K
31,307
+43%
减持
JPM
JPMORGAN CHASE & CO
-$739.0K
25,735
-4%
减持
MSFT
MICROSOFT CORP
-$647.0K
15,034
-4%
增持
IVV
ISHARES TR
+$646.0K
3,238
+88%
增持
TXN
TEXAS INSTRS INC
+$644.0K
5,157
+222%
增持
INTC
INTEL CORP
+$637.0K
67,732
+28%
减持
SMIN
ISHARES TR
-$635.0K
41,920
-15%
增持
HD
HOME DEPOT INC
-$634.0K
10,770
+16%
减持
—
ACCENTURE PLC IRELAND
-$621.0K
5,838
-7%
减持
VBK
VANGUARD INDEX FDS
-$621.0K
13,632
-4%
增持
EWA
ISHARES INC
+$592.0K
113,855
+17%
减持
ZTS
ZOETIS INC
-$591.0K
10,360
-1%
减持
PFE
PFIZER INC
-$570.0K
63,440
-3%
增持
BDX
BECTON DICKINSON & CO
+$526.0K
9,203
+20%
清仓
—
KRANESHARES TR
-$507.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$494.0K
6,157
-2%
清仓
BAC
BK OF AMERICA CORP
-$468.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$465.0K
19,922
-7%
减持
ABT
ABBOTT LABS
-$463.0K
20,231
-0%
增持
AFL
AFLAC INC
+$461.0K
36,162
+13%
减持
DLR
DIGITAL RLTY TR INC
-$451.0K
5,925
-19%
建仓
IEFA
ISHARES TR
+$425.0K
6,113
增持
AMGN
AMGEN INC
+$415.0K
12,494
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$413.0K
15,433
+14%
减持
—
EXXON MOBIL CORP
+$403.0K
29,038
-11%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$384.0K
7,400
清仓
GM
GENERAL MTRS CO
-$366.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$366.0K
29,469
-1%
增持
DNP
DNP SELECT INCOME FD INC
+$343.0K
338,119
+1%
增持
VTV
VANGUARD INDEX FDS
+$341.0K
5,376
+74%
清仓
—
KRANESHARES TR
-$332.0K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$331.0K
41,677
-3%
增持
CSCO
CISCO SYS INC
-$330.0K
63,927
+4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$329.0K
32,117
-11%
减持
EQIX
EQUINIX INC
-$325.0K
506
-39%
减持
NVDA
NVIDIA CORPORATION
-$318.0K
7,759
-6%
减持
NEE
NEXTERA ENERGY INC
-$313.0K
22,247
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$309.0K
66,660
-7%
增持
TJX
TJX COS INC NEW
-$308.0K
20,279
+0%
增持
QQQ
INVESCO QQQ TR
-$305.0K
14,515
+4%
减持
ABBV
ABBVIE INC
+$298.0K
14,329
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$298.0K
13,519
-12%
减持
HON
HONEYWELL INTL INC
-$286.0K
7,726
-10%
减持
PSA
PUBLIC STORAGE
-$280.0K
1,248
-39%
增持
APD
AIR PRODS & CHEMS INC
-$269.0K
5,048
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$260.0K
62,301
+137%
清仓
ENPH
ENPHASE ENERGY INC
-$258.0K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$258.0K
7,770
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$254.0K
5,826
-3%
清仓
ZS
ZSCALER INC
-$252.0K
0
-100%
增持
IVE
ISHARES TR
+$243.0K
9,098
+21%
减持
MO
ALTRIA GROUP INC
-$239.0K
11,505
-35%
减持
SCHP
SCHWAB STRATEGIC TR
-$238.0K
11,153
-23%
减持
DEO
DIAGEO PLC
-$234.0K
11,396
-2%
建仓
IWR
ISHARES TR
+$232.0K
2,975
减持
CVS
CVS HEALTH CORP
-$232.0K
60,067
-2%
减持
JNJ
JOHNSON & JOHNSON
+$231.0K
46,111
-1%
增持
MCD
MCDONALDS CORP
-$230.0K
15,239
+2%
建仓
—
PARAMOUNT GLOBAL
+$227.0K
6,015
清仓
FEZ
SPDR INDEX SHS FDS
-$225.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$224.0K
1,755
-3%
清仓
FREL
FIDELITY COVINGTON TRUST
-$224.0K
0
-100%
清仓
DOV
DOVER CORP
-$222.0K
0
-100%
减持
—
ASML HOLDING N V
-$221.0K
795
-16%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$219.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$218.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$214.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
-$214.0K
11,043
+0%
增持
PRU
PRUDENTIAL FINL INC
+$213.0K
20,816
+0%
清仓
OTIS
OTIS WORLDWIDE CORP
-$213.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$210.0K
26,603
-4%
增持
SJM
SMUCKER J M CO
+$209.0K
5,217
+43%
建仓
BP
BP PLC
+$209.0K
7,119
清仓
TIP
ISHARES TR
-$209.0K
0
-100%
增持
VFC
V F CORP
-$204.0K
12,703
+0%
减持
VOO
VANGUARD INDEX FDS
-$200.0K
3,697
-7%
减持
CLOU
GLOBAL X FDS
-$199.0K
34,430
-4%
增持
IJR
ISHARES TR
+$188.0K
12,229
+24%
增持
DIS
DISNEY WALT CO
-$186.0K
14,173
+3%
减持
TRV
TRAVELERS COMPANIES INC
+$184.0K
7,114
-0%
增持
ITW
ILLINOIS TOOL WKS INC
-$183.0K
4,906
+0%
减持
MDYG
SPDR SER TR
-$180.0K
16,314
-4%
增持
MMM
3M CO
+$178.0K
4,164
+67%
增持
BIV
VANGUARD BD INDEX FDS
+$175.0K
8,610
+42%
减持
CL
COLGATE PALMOLIVE CO
-$175.0K
13,500
-4%
减持
ITOT
ISHARES TR
-$172.0K
19,668
-2%
增持
BHP
BHP GROUP LTD
+$163.0K
7,016
+12%
增持
AMAT
APPLIED MATLS INC
-$162.0K
6,395
+0%
减持
CQP
CHENIERE ENERGY PARTNERS LP
+$159.0K
14,355
-7%
增持
PFF
ISHARES TR
-$158.0K
73,812
+2%
增持
NFLX
NETFLIX INC
-$153.0K
784
+6%
减持
PAYX
PAYCHEX INC
-$151.0K
12,325
-8%
增持
APH
AMPHENOL CORP NEW
-$148.0K
12,348
+0%
减持
CRM
SALESFORCE COM INC
-$146.0K
2,262
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$141.0K
55,000
-10%
减持
IVW
ISHARES TR
-$137.0K
14,959
-2%
增持
GPC
GENUINE PARTS CO
-$134.0K
9,743
+0%
减持
NVO
NOVO-NORDISK A S
-$131.0K
11,447
-9%
减持
ICLN
ISHARES TR
-$125.0K
72,873
-9%
减持
MKC
MCCORMICK & CO INC
-$121.0K
16,620
-10%
减持
HDB
HDFC BANK LTD
-$111.0K
29,300
-0%
减持
EMR
EMERSON ELEC CO
-$109.0K
14,097
-12%
增持
KO
COCA COLA CO
+$107.0K
31,774
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$105.0K
5,598
+0%
增持
PEP
PEPSICO INC
-$101.0K
23,308
+1%
增持
META
META PLATFORMS INC
-$100.0K
2,533
+28%
增持
VUG
VANGUARD INDEX FDS
+$93.0K
1,511
+42%
增持
CNI
CANADIAN NATL RY CO
+$92.0K
8,055
+0%
减持
OMC
OMNICOM GROUP INC
+$91.0K
9,456
-3%
减持
LNG
CHENIERE ENERGY INC
+$91.0K
3,000
-6%
增持
AGG
ISHARES TR
-$90.0K
15,745
+1%
增持
SBUX
STARBUCKS CORP
-$90.0K
3,567
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$89.0K
2,110
-4%
增持
SNA
SNAP ON INC
+$88.0K
7,424
+11%
增持
ROST
ROSS STORES INC
-$85.0K
3,595
+0%
增持
GOOG
ALPHABET INC
-$84.0K
1,199
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$83.0K
7,622
+0%
减持
MRK
MERCK & CO INC
+$82.0K
38,188
-4%
减持
SO
SOUTHERN CO
-$81.0K
29,928
-9%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$79.0K
4,377
+29%
增持
AMZN
AMAZON COM INC
+$79.0K
327
+10%
减持
ILMN
ILLUMINA INC
-$79.0K
2,360
-1%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$75.0K
18,852
-14%
减持
TGNA
TEGNA INC
+$72.0K
33,605
-8%
减持
COST
COSTCO WHSL CORP NEW
-$72.0K
6,235
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$72.0K
6,835
-11%
减持
—
PEOPLES UNITED FINANCIAL INC
+$71.0K
47,958
-4%
减持
STZ
CONSTELLATION BRANDS INC
-$62.0K
2,098
-3%
