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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 66
减持 70
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$2.8M
134,342
+69%
清仓
ICLN
ISHARES TR
-$1.2M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
22,129
+74%
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
-$922.0K
96,486
-9%
增持
INTC
INTEL CORP
-$809.0K
73,466
+2%
减持
JNJ
JOHNSON & JOHNSON
-$766.0K
42,552
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$765.0K
68,351
+3%
减持
ESGU
ISHARES TR
-$723.0K
58,420
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$617.0K
76,911
+24%
增持
IVV
ISHARES TR
+$616.0K
5,279
+57%
减持
PFE
PFIZER INC
-$574.0K
63,172
-1%
减持
FLRN
SPDR SER TR
-$569.0K
34,635
-36%
减持
UPS
UNITED PARCEL SERVICE INC
-$553.0K
24,661
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$544.0K
106,104
+20%
减持
FLOT
ISHARES TR
-$512.0K
38,108
-22%
减持
ROL
ROLLINS INC
-$490.0K
36,043
-28%
减持
MSFT
MICROSOFT CORP
-$428.0K
14,153
-2%
减持
MCD
MCDONALDS CORP
-$386.0K
13,970
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$385.0K
30,047
+1%
增持
VFC
V F CORP
+$360.0K
34,169
+128%
减持
PG
PROCTER AND GAMBLE CO
-$360.0K
19,411
-1%
清仓
ULTA
ULTA BEAUTY INC
-$349.0K
0
-100%
增持
GOOG
ALPHABET INC
-$334.0K
21,128
+1854%
清仓
ILMN
ILLUMINA INC
-$334.0K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$315.0K
17,927
-7%
减持
CSCO
CISCO SYS INC
-$310.0K
61,358
-5%
减持
CVX
CHEVRON CORP NEW
-$310.0K
25,582
-7%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$292.0K
40,473
-1%
减持
MKC
MCCORMICK & CO INC
-$264.0K
15,751
-5%
增持
SCHE
SCHWAB STRATEGIC TR
-$262.0K
110,840
+2%
建仓
IGLB
ISHARES TR
+$260.0K
5,400
增持
SPY
SPDR S&P 500 ETF TR
-$258.0K
14,797
+1%
减持
ZTS
ZOETIS INC
-$249.0K
7,908
-4%
增持
LMT
LOCKHEED MARTIN CORP
-$247.0K
5,872
+0%
增持
NVDA
NVIDIA CORPORATION
-$246.0K
8,687
+1%
清仓
CSX
CSX CORP
-$240.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$238.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$234.0K
25,060
-1%
减持
AMGN
AMGEN INC
-$232.0K
12,031
-1%
清仓
MCY
MERCURY GENL CORP NEW
-$230.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$230.0K
13,629
+4%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$229.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
-$229.0K
11,493
+2%
减持
CVS
CVS HEALTH CORP
-$227.0K
53,128
-7%
增持
DOW
DOW INC
-$227.0K
35,492
+3%
增持
ABT
ABBOTT LABS
-$225.0K
20,299
+1%
增持
PM
PHILIP MORRIS INTL INC
-$225.0K
14,324
+0%
清仓
XBI
SPDR SER TR
-$225.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$217.0K
4,649
-8%
增持
ABBV
ABBVIE INC
-$215.0K
12,046
+1%
清仓
MCO
MOODYS CORP
-$214.0K
0
-100%
清仓
V
VISA INC
-$211.0K
0
-100%
减持
MRK
MERCK & CO INC
-$210.0K
37,791
-1%
清仓
CAT
CATERPILLAR INC
-$208.0K
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$207.0K
7,002
增持
KO
COCA COLA CO
-$197.0K
29,508
+0%
减持
SPMD
SPDR SER TR
-$195.0K
101,489
-2%
减持
PFFD
GLOBAL X FDS
-$194.0K
186,525
-2%
增持
SCHF
SCHWAB STRATEGIC TR
-$191.0K
121,664
+6%
增持
BDX
BECTON DICKINSON & CO
-$185.0K
9,497
+2%
增持
CHD
CHURCH & DWIGHT CO INC
-$182.0K
8,648
+0%
减持
MMM
3M CO
-$174.0K
6,158
-7%
增持
GOOGL
ALPHABET INC
-$167.0K
12,817
+1906%
减持
NGG
NATIONAL GRID PLC
-$165.0K
11,300
-2%
减持
VBK
VANGUARD INDEX FDS
-$159.0K
11,852
-6%
减持
DIS
DISNEY WALT CO
-$156.0K
18,273
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$156.0K
8,254
-7%
减持
GPC
GENUINE PARTS CO
+$156.0K
9,751
-0%
增持
QQQ
INVESCO QQQ TR
-$154.0K
12,362
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$151.0K
1,783
+2%
减持
CL
COLGATE PALMOLIVE CO
-$147.0K
13,359
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$145.0K
30,828
-9%
减持
SO
SOUTHERN CO
-$144.0K
28,643
-2%
建仓
—
HANESBRANDS INC
+$143.0K
20,545
减持
TGNA
TEGNA INC
-$139.0K
27,402
-19%
增持
ORCL
ORACLE CORP
-$138.0K
15,864
+0%
增持
TJX
TJX COS INC NEW
+$134.0K
20,442
+1%
减持
AGG
ISHARES TR
-$134.0K
13,494
-4%
减持
ITW
ILLINOIS TOOL WKS INC
-$133.0K
4,217
-14%
减持
HON
HONEYWELL INTL INC
-$132.0K
7,267
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$130.0K
20,885
-0%
增持
EWA
ISHARES INC
-$130.0K
119,274
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$122.0K
2,161
-4%
减持
PEP
PEPSICO INC
-$118.0K
22,431
-1%
减持
AAPL
APPLE INC
-$117.0K
43,218
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$111.0K
58,398
-2%
减持
—
ASML HOLDING N V
-$110.0K
645
-19%
增持
TRV
TRAVELERS COMPANIES INC
-$110.0K
7,152
+0%
增持
—
UNILEVER PLC
-$102.0K
72,934
+1%
增持
—
ACCENTURE PLC IRELAND
-$101.0K
5,679
+1%
增持
CMI
CUMMINS INC
+$101.0K
9,602
+0%
增持
NVO
NOVO-NORDISK A S
-$101.0K
8,656
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$97.0K
7,341
-4%
减持
IGSB
ISHARES TR
-$96.0K
65,742
-0%
减持
ITOT
ISHARES TR
-$92.0K
19,355
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$91.0K
5,910
+12%
增持
EMR
EMERSON ELEC CO
-$87.0K
14,159
+0%
减持
—
EXXON MOBIL CORP
-$86.0K
25,487
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$86.0K
5,263
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$85.0K
8,236
+23%
增持
—
MEDTRONIC PLC
-$84.0K
9,814
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$81.0K
2,090
-1%
减持
FUTY
FIDELITY COVINGTON TRUST
-$80.0K
21,071
-2%
减持
—
CHUBB LIMITED
-$77.0K
2,472
-8%
减持
MTB
M & T BK CORP
+$76.0K
5,420
-2%
增持
DNP
DNP SELECT INCOME FD INC
-$75.0K
344,777
+2%
减持
NEE
NEXTERA ENERGY INC
-$73.0K
18,036
-6%
减持
DG
DOLLAR GEN CORP NEW
-$71.0K
2,138
-10%
增持
AMZN
AMAZON COM INC
+$67.0K
7,084
+3%
增持
HD
HOME DEPOT INC
+$67.0K
11,945
+1%
增持
DE
DEERE & CO
+$65.0K
1,578
+2%
增持
GD
GENERAL DYNAMICS CORP
-$65.0K
7,807
+0%
增持
TRP
TC ENERGY CORP
-$65.0K
6,810
+4%
增持
IVE
ISHARES TR
-$64.0K
10,003
+2%
增持
VOO
VANGUARD INDEX FDS
-$63.0K
3,393
+0%
增持
ESGD
ISHARES TR
-$60.0K
11,410
+2%
增持
META
META PLATFORMS INC
-$60.0K
3,747
+6%
增持
PFF
ISHARES TR
-$58.0K
74,424
+1%
增持
AMAT
APPLIED MATLS INC
-$57.0K
6,420
+0%
增持
IJH
ISHARES TR
+$55.0K
3,669
+11%
减持
USMV
ISHARES TR
-$54.0K
7,127
-5%
增持
ROST
ROSS STORES INC
+$54.0K
3,824
+0%
增持
DGRO
ISHARES TR
-$54.0K
17,922
+0%
减持
SMIN
ISHARES TR
+$54.0K
15,997
-1%
增持
TSLA
TESLA INC
+$53.0K
1,284
+200%
减持
PFFV
GLOBAL X FDS
-$52.0K
65,862
-0%
增持
GLD
SPDR GOLD TR
+$45.0K
10,197
+12%
减持
FAST
FASTENAL CO
-$45.0K
9,037
-2%
减持
LLY
LILLY ELI & CO
-$44.0K
661
-17%
减持
CNI
CANADIAN NATL RY CO
-$44.0K
7,389
-1%
增持
IJR
ISHARES TR
-$44.0K
12,380
+2%
减持
MA
MASTERCARD INCORPORATED
-$43.0K
874
-5%
减持
EPI
WISDOMTREE TR
-$42.0K
65,674
-5%
减持
IVW
ISHARES TR
-$42.0K
13,764
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$41.0K
46,074
+10%
增持
AFL
AFLAC INC
+$38.0K
36,402
+0%
增持
APD
AIR PRODS & CHEMS INC
-$35.0K
5,086
+0%
减持
PAYX
PAYCHEX INC
-$35.0K
11,314
-1%
减持
IOO
ISHARES TR
-$34.0K
6,512
-1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$34.0K
3,927
-7%
减持
CQP
CHENIERE ENERGY PARTNERS LP
-$34.0K
5,650
-24%
减持
HDB
HDFC BANK LTD
+$34.0K
25,313
-4%
增持
VNQ
VANGUARD INDEX FDS
-$34.0K
6,942
+7%
减持
VLO
VALERO ENERGY CORP
-$33.0K
4,855
-7%
减持
SNA
SNAP ON INC
+$31.0K
7,443
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$30.0K
24,708
+9%
增持
SBUX
STARBUCKS CORP
+$30.0K
3,607
+1%
减持
TFLO
ISHARES TR
-$29.0K
24,091
-3%
增持
IGIB
ISHARES TR
+$28.0K
20,428
+9%
增持
SCHP
SCHWAB STRATEGIC TR
-$27.0K
11,966
+3%
