小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 4
增持 38
减持 89
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$4.0M
79,511
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
14,693
-11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.9M
106,069
-17%
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
QQQ
INVESCO QQQ TR
-$1.8M
12,339
-15%
减持
ESGU
ISHARES TR
-$1.8M
63,912
-10%
减持
AAPL
APPLE INC
-$1.7M
44,542
-0%
减持
SMIN
ISHARES TR
-$1.6M
16,140
-61%
减持
PFFD
GLOBAL X FDS
-$1.4M
189,512
-17%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.3M
114,880
-15%
减持
SPMD
SPDR SER TR
-$1.3M
103,513
-9%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.3M
62,205
-14%
建仓
TFLO
ISHARES TR
+$1.2M
24,713
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
24,856
+61%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
5,036
-19%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
88,451
-6%
减持
CVX
CHEVRON CORP NEW
-$1.1M
27,522
-12%
建仓
—
ISHARES TR
+$998.0K
37,707
减持
GOOG
ALPHABET INC
-$984.0K
1,081
-10%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$959.0K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$915.0K
12,000
-78%
减持
MSFT
MICROSOFT CORP
-$911.0K
14,501
-4%
减持
VBK
VANGUARD INDEX FDS
-$911.0K
12,547
-8%
增持
VTV
VANGUARD INDEX FDS
+$885.0K
12,740
+137%
建仓
MTB
M & T BK CORP
+$880.0K
5,521
减持
IGSB
ISHARES TR
-$851.0K
66,001
-18%
增持
NVDA
NVIDIA CORPORATION
-$817.0K
8,576
+11%
增持
CSCO
CISCO SYS INC
-$801.0K
64,815
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$790.0K
108,171
-15%
减持
CVS
CVS HEALTH CORP
-$785.0K
57,135
-5%
增持
INTC
INTEL CORP
-$655.0K
72,231
+7%
减持
JPM
JPMORGAN CHASE & CO
-$655.0K
25,332
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$633.0K
59,460
-5%
减持
PRU
PRUDENTIAL FINL INC
-$607.0K
19,364
-7%
减持
BUG
GLOBAL X FDS
-$561.0K
14,184
-51%
增持
EWA
ISHARES INC
-$539.0K
116,409
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$534.0K
22,771
-29%
清仓
—
JOHNSON CTLS INTL PLC
-$533.0K
0
-100%
减持
ZTS
ZOETIS INC
-$532.0K
8,273
-20%
减持
IGIB
ISHARES TR
-$519.0K
18,770
-30%
减持
XBI
SPDR SER TR
-$516.0K
3,023
-63%
增持
—
UNILEVER PLC
+$508.0K
71,974
+18%
减持
CLOU
GLOBAL X FDS
-$499.0K
15,674
-54%
减持
ABBV
ABBVIE INC
-$491.0K
11,959
-17%
减持
ILMN
ILLUMINA INC
-$491.0K
1,810
-23%
清仓
CRM
SALESFORCE COM INC
-$480.0K
0
-100%
减持
CQP
CHENIERE ENERGY PARTNERS LP
-$474.0K
7,465
-48%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$469.0K
5,811
-0%
减持
JNJ
JOHNSON & JOHNSON
-$455.0K
43,472
-6%
增持
BHP
BHP GROUP LTD
+$447.0K
17,601
+151%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$436.0K
40,892
-2%
清仓
LNG
CHENIERE ENERGY INC
-$416.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$407.0K
5,626
-4%
减持
NEE
NEXTERA ENERGY INC
-$398.0K
19,199
-14%
减持
PAYX
PAYCHEX INC
-$377.0K
11,459
-7%
减持
FUTY
FIDELITY COVINGTON TRUST
-$373.0K
21,501
-23%
减持
INDA
ISHARES TR
-$368.0K
35,515
-10%
减持
VLO
VALERO ENERGY CORP
-$367.0K
5,195
-43%
减持
VOO
VANGUARD INDEX FDS
-$358.0K
3,392
-8%
减持
ITOT
ISHARES TR
-$354.0K
19,467
-1%
减持
HDB
HDFC BANK LTD
-$352.0K
26,298
-10%
减持
DNP
DNP SELECT INCOME FD INC
-$350.0K
336,467
-0%
增持
AMZN
AMAZON COM INC
-$333.0K
6,899
+2010%
减持
VDC
VANGUARD WORLD FDS
-$333.0K
4,830
-23%
减持
MRK
MERCK & CO INC
+$332.0K
38,004
-0%
减持
ICLN
ISHARES TR
-$329.0K
65,044
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$328.0K
20,973
-21%
增持
DEO
DIAGEO PLC
-$327.0K
11,415
+0%
减持
NGG
NATIONAL GRID PLC
-$321.0K
11,540
-17%
减持
DE
DEERE & CO
-$321.0K
1,543
-18%
增持
AFL
AFLAC INC
-$320.0K
36,300
+0%
减持
NVO
NOVO-NORDISK A S
-$308.0K
8,640
-25%
减持
IVW
ISHARES TR
-$305.0K
13,881
-7%
清仓
NFLX
NETFLIX INC
-$294.0K
0
-100%
增持
EPI
WISDOMTREE TR
+$293.0K
69,066
+42%
减持
PFF
ISHARES TR
-$273.0K
73,438
-1%
增持
MKC
MCCORMICK & CO INC
-$272.0K
16,656
+0%
增持
AMAT
APPLIED MATLS INC
-$260.0K
6,407
+0%
增持
EMR
EMERSON ELEC CO
-$258.0K
14,126
+0%
清仓
EFA
ISHARES TR
-$253.0K
0
-100%
增持
TD
TORONTO DOMINION BK ONT
-$253.0K
22,125
+3%
清仓
EFX
EQUIFAX INC
-$253.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$252.0K
42,054
+3%
减持
AGG
ISHARES TR
-$252.0K
14,103
-10%
减持
SCHW
SCHWAB CHARLES CORP
-$242.0K
5,285
-23%
清仓
WDAY
WORKDAY INC
-$239.0K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$238.0K
7,485
-7%
清仓
TECH
BIO-TECHNE CORP
-$235.0K
0
-100%
清仓
GXC
SPDR INDEX SHS FDS
-$234.0K
0
-100%
增持
MMM
3M CO
+$234.0K
6,602
+59%
减持
OMC
OMNICOM GROUP INC
-$234.0K
8,951
-5%
清仓
IWS
ISHARES TR
-$233.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$233.0K
19,550
-2%
清仓
IWR
ISHARES TR
-$232.0K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$227.0K
0
-100%
清仓
EWT
ISHARES INC
-$227.0K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$221.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$219.0K
0
-100%
减持
ORCL
ORACLE CORP
-$216.0K
15,843
-1%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$213.0K
0
-100%
增持
DOW
DOW INC
-$209.0K
34,612
+11%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$208.0K
0
-100%
清仓
PPL
PPL CORP
-$207.0K
0
-100%
减持
ABT
ABBOTT LABS
-$206.0K
20,151
-0%
增持
—
MEDTRONIC PLC
-$206.0K
9,770
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$203.0K
5,849
-5%
减持
IJR
ISHARES TR
-$196.0K
12,153
-1%
减持
FLRN
SPDR SER TR
-$195.0K
53,735
-10%
增持
IVV
ISHARES TR
-$192.0K
3,368
+4%
减持
FLOT
ISHARES TR
-$186.0K
48,638
-6%
减持
BIV
VANGUARD BD INDEX FDS
-$185.0K
6,693
-22%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$178.0K
2,755
-2%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$174.0K
12,308
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$170.0K
5,256
-6%
减持
CMI
CUMMINS INC
-$163.0K
9,573
-3%
增持
ROP
ROPER TECHNOLOGIES INC
-$163.0K
2,112
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$162.0K
11,262
+2%
减持
TXN
TEXAS INSTRS INC
-$160.0K
5,119
-1%
减持
VUG
VANGUARD INDEX FDS
-$160.0K
1,232
-18%
减持
VO
VANGUARD INDEX FDS
-$160.0K
1,767
-17%
增持
HON
HONEYWELL INTL INC
-$158.0K
7,739
+0%
减持
MCD
MCDONALDS CORP
-$158.0K
14,623
-4%
增持
GD
GENERAL DYNAMICS CORP
-$153.0K
7,781
+0%
减持
MO
ALTRIA GROUP INC
-$152.0K
10,740
-7%
减持
VNQ
VANGUARD INDEX FDS
-$150.0K
6,487
-5%
增持
BDX
BECTON DICKINSON & CO
-$147.0K
9,333
+1%
增持
TSLA
TESLA INC
-$146.0K
428
+6%
减持
RY
ROYAL BK CDA
-$140.0K
6,182
-8%
增持
APH
AMPHENOL CORP NEW
-$133.0K
12,377
+0%
增持
ITW
ILLINOIS TOOL WKS INC
-$132.0K
4,911
+0%
增持
IJH
ISHARES TR
-$125.0K
3,317
+2%
减持
T
AT&T INC
-$122.0K
17,700
-15%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$122.0K
40,000
-12%
减持
PEP
PEPSICO INC
-$121.0K
22,679
-3%
增持
PFFV
GLOBAL X FDS
+$121.0K
66,157
+17%
减持
KO
COCA COLA CO
-$120.0K
29,414
-7%
增持
MFC
MANULIFE FINL CORP
-$120.0K
31,400
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$119.0K
10,976
-5%
减持
DHR
DANAHER CORPORATION
-$112.0K
2,641
-1%
减持
DGRO
ISHARES TR
-$106.0K
17,865
-0%
增持
ESGD
ISHARES TR
-$104.0K
11,147
+2%
减持
FLTB
FIDELITY MERRIMACK STR TR
-$102.0K
34,442
-4%
减持
GWW
GRAINGER W W INC
-$101.0K
1,053
-6%
增持
CWI
SPDR INDEX SHS FDS
-$98.0K
26,235
+0%
增持
TRV
TRAVELERS COMPANIES INC
-$94.0K
7,132
+0%
增持
TJX
TJX COS INC NEW
-$92.0K
20,339
+0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$92.0K
6,600
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$91.0K
13,095
-3%
减持
—
EXXON MOBIL CORP
-$87.0K
26,980
-7%
增持
FAST
FASTENAL CO
-$85.0K
9,227
+0%
增持
IOO
ISHARES TR
-$78.0K
6,586
+0%
