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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 54
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.4M
26,759
+299%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.7M
258,497
+108%
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.3M
35,776
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
SPY
SPDR S&P 500 ETF TR
+$1.9M
15,790
+35%
增持
IJH
ISHARES TR
+$1.9M
11,334
+206%
增持
EMXC
ISHARES INC
+$1.7M
42,309
+483%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.7M
62,840
+136%
减持
AAPL
APPLE INC
+$1.5M
43,231
-0%
增持
FLOT
ISHARES TR
+$1.5M
107,636
+37%
增持
IGLB
ISHARES TR
+$1.4M
32,642
+395%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.3M
37,591
+217%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$1.3M
71,624
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.2M
9,933
-63%
减持
TFLO
ISHARES TR
-$1.1M
43,687
-34%
减持
CVS
CVS HEALTH CORP
-$1.1M
40,702
-8%
减持
CVX
CHEVRON CORP NEW
-$1.1M
16,488
-22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
8,225
-72%
建仓
IJK
ISHARES TR
+$1.1M
14,698
清仓
—
ISHARES TR
-$999.4K
0
-100%
增持
DON
WISDOMTREE TR
+$976.6K
36,896
+183%
减持
PFE
PFIZER INC
-$947.8K
52,153
-13%
增持
PFFD
GLOBAL X FDS
+$946.6K
203,535
+29%
减持
JNJ
JOHNSON & JOHNSON
-$886.6K
36,389
-2%
减持
ABBV
ABBVIE INC
-$844.1K
5,310
-49%
减持
—
EXXON MOBIL CORP
-$841.2K
10,970
-41%
减持
MCD
MCDONALDS CORP
-$804.6K
8,141
-30%
增持
VDC
VANGUARD WORLD FDS
+$767.4K
9,204
+76%
增持
EPI
WISDOMTREE TR
+$757.7K
94,109
+36%
建仓
IWO
ISHARES TR
+$691.6K
3,049
减持
NVDA
NVIDIA CORPORATION
+$681.2K
6,842
-18%
增持
IGIB
ISHARES TR
+$652.8K
32,580
+66%
增持
IGSB
ISHARES TR
+$650.3K
76,578
+19%
减持
PRU
PRUDENTIAL FINL INC
-$609.8K
7,761
-38%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$584.5K
1,275
建仓
SCHD
SCHWAB STRATEGIC TR
+$584.3K
7,735
减持
MSFT
MICROSOFT CORP
+$567.3K
13,796
-3%
减持
SO
SOUTHERN CO
-$555.4K
14,006
-35%
增持
IJR
ISHARES TR
+$530.5K
18,226
+41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$516.6K
12,269
+16%
增持
SCHV
SCHWAB STRATEGIC TR
+$507.5K
82,387
+10%
建仓
DVY
ISHARES TR
+$492.5K
4,203
减持
—
UNILEVER PLC
-$472.8K
61,798
-15%
增持
DNP
DNP SELECT INCOME FD INC
+$466.6K
407,339
+14%
减持
KO
COCA COLA CO
-$458.1K
16,357
-29%
减持
QQQ
INVESCO QQQ TR
+$455.7K
8,413
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$453.6K
5,948
-40%
减持
PEP
PEPSICO INC
-$451.9K
17,273
-13%
减持
UPS
UNITED PARCEL SERVICE INC
+$437.1K
22,519
-0%
清仓
STZ
CONSTELLATION BRANDS INC
-$429.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$419.0K
14,428
-27%
减持
ESGU
ISHARES TR
-$402.9K
48,739
-11%
增持
FUTY
FIDELITY COVINGTON TRUST
+$401.8K
30,990
+42%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$401.8K
3,947
+191%
减持
FLRN
SPDR SER TR
-$400.2K
21,438
-38%
增持
META
META PLATFORMS INC
+$372.9K
3,979
+2%
减持
HD
HOME DEPOT INC
-$366.4K
11,652
-3%
增持
VTV
VANGUARD INDEX FDS
+$346.4K
29,919
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$341.9K
56,352
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$338.7K
13,613
-10%
增持
IAU
ISHARES GOLD TR
+$319.1K
19,789
+72%
减持
AEP
AMERICAN ELEC PWR CO INC
-$309.8K
4,270
-42%
建仓
TIP
ISHARES TR
+$298.4K
2,803
增持
GLD
SPDR GOLD TR
+$294.0K
8,346
+17%
清仓
ALL
ALLSTATE CORP
-$291.5K
0
-100%
减持
MMM
3M CO
-$281.4K
4,129
-31%
减持
MRK
MERCK & CO INC
-$273.3K
35,758
-3%
减持
SPMD
SPDR SER TR
-$267.6K
90,100
-7%
减持
NGG
NATIONAL GRID PLC
-$262.8K
6,040
-46%
减持
JPM
JPMORGAN CHASE & CO
-$262.1K
16,494
-8%
建仓
SLYV
SPDR SER TR
+$256.8K
3,459
减持
USMV
ISHARES TR
-$255.1K
3,538
-50%
建仓
SCHO
SCHWAB STRATEGIC TR
+$253.5K
5,256
建仓
BAC
BANK AMERICA CORP
+$240.4K
8,407
减持
VZ
VERIZON COMMUNICATIONS INC
-$233.4K
28,430
-16%
减持
NEE
NEXTERA ENERGY INC
-$233.0K
11,122
-15%
减持
EWA
ISHARES INC
-$230.5K
77,862
-14%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$229.3K
40,953
+0%
减持
HON
HONEYWELL INTL INC
-$227.7K
5,838
-7%
清仓
BUG
GLOBAL X FDS
-$226.9K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$224.8K
7,480
-4%
建仓
TSLA
TESLA INC
+$222.8K
1,074
减持
INDA
ISHARES TR
-$222.3K
25,785
-13%
增持
DIS
DISNEY WALT CO
+$219.8K
16,523
+0%
清仓
CQP
CHENIERE ENERGY PARTNERS LP
-$217.0K
0
-100%
建仓
EFA
ISHARES TR
+$216.7K
3,030
清仓
D
DOMINION ENERGY INC
-$214.6K
0
-100%
增持
AGG
ISHARES TR
+$211.4K
15,302
+13%
建仓
VGT
VANGUARD WORLD FDS
+$208.7K
653
清仓
IWS
ISHARES TR
-$208.6K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$203.6K
22,865
+48%
增持
AMGN
AMGEN INC
-$203.4K
12,247
+2%
减持
ABT
ABBOTT LABS
-$202.9K
19,756
-2%
减持
HDB
HDFC BANK LTD
-$200.5K
14,147
-15%
增持
AFL
AFLAC INC
-$198.9K
37,982
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$195.8K
103,064
-8%
减持
GOOG
ALPHABET INC
+$189.8K
13,465
-1%
清仓
CLOU
GLOBAL X FDS
-$184.6K
0
-100%
减持
ORCL
ORACLE CORP
+$174.4K
16,620
-1%
建仓
SCHH
SCHWAB STRATEGIC TR
+$169.4K
8,782
增持
AMAT
APPLIED MATLS INC
+$169.3K
6,616
+0%
减持
AMZN
AMAZON COM INC
+$168.0K
8,887
-0%
增持
IVW
ISHARES TR
+$162.6K
14,969
+10%
减持
NKE
NIKE INC
-$157.4K
1,993
-42%
增持
SNA
SNAP ON INC
+$142.2K
7,364
+0%
增持
PFF
ISHARES TR
+$138.6K
92,733
+3%
减持
SJM
SMUCKER J M CO
-$138.5K
4,330
-16%
减持
BDX
BECTON DICKINSON & CO
-$133.7K
8,672
-3%
减持
MFC
MANULIFE FINL CORP
-$131.7K
16,050
-33%
增持
OMC
OMNICOM GROUP INC
+$131.3K
8,794
+3%
减持
DE
DEERE & CO
-$128.5K
1,205
-17%
建仓
GXC
SPDR INDEX SHS FDS
+$128.1K
1,635
减持
COST
COSTCO WHSL CORP NEW
+$127.4K
3,909
-2%
增持
ZTS
ZOETIS INC
+$119.4K
5,629
+1%
减持
GWW
GRAINGER W W INC
+$119.4K
955
-1%
减持
GOOGL
ALPHABET INC
+$119.4K
14,668
-8%
增持
VFC
V F CORP
-$118.7K
27,179
+1%
建仓
SPTL
SPDR SER TR
+$117.4K
4,044
增持
TGNA
TEGNA INC
-$116.3K
27,553
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$112.0K
26,660
-1%
增持
TD
TORONTO DOMINION BK ONT
-$110.8K
23,745
+0%
增持
MTB
M & T BK CORP
-$110.8K
4,613
+1%
增持
EMR
EMERSON ELEC CO
-$108.1K
12,471
+0%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$105.6K
7,585
-21%
减持
—
ACCENTURE PLC IRELAND
+$101.0K
5,422
-0%
减持
PM
PHILIP MORRIS INTL INC
-$100.7K
6,329
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$97.7K
5,841
-1%
增持
TRV
TRAVELERS COMPANIES INC
-$95.1K
7,756
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$92.7K
112,615
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$86.2K
5,379
+0%
减持
INTC
INTEL CORP
+$82.7K
45,133
-14%
减持
ITW
ILLINOIS TOOL WKS INC
+$82.6K
4,139
-1%
减持
PG
PROCTER AND GAMBLE CO
-$73.4K
15,824
-1%
减持
GPC
GENUINE PARTS CO
-$72.6K
8,802
-1%
减持
TXN
TEXAS INSTRS INC
-$70.8K
2,623
-22%
增持
CHD
CHURCH & DWIGHT CO INC
+$68.6K
8,671
+0%
增持
APD
AIR PRODS & CHEMS INC
-$67.5K
5,212
+3%
建仓
SCHM
SCHWAB STRATEGIC TR
+$61.8K
943
减持
VLO
VALERO ENERGY CORP
-$60.7K
1,705
-28%
减持
APH
AMPHENOL CORP NEW
+$60.4K
11,834
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$60.1K
52,931
-3%
建仓
SCHR
SCHWAB STRATEGIC TR
+$58.3K
1,184
增持
DG
DOLLAR GEN CORP NEW
-$53.4K
2,251
+5%
减持
IVE
ISHARES TR
+$53.0K
10,709
-1%
增持
ELV
ELEVANCE HEALTH INC
-$48.8K
932
+0%
增持
TSCO
TRACTOR SUPPLY CO
+$48.7K
1,199
+16%
增持
IEFA
ISHARES TR
+$48.5K
7,957
+1%
减持
CSCO
CISCO SYS INC
-$48.2K
52,461
-10%
减持
—
HANESBRANDS INC
-$48.0K
17,800
-20%
增持
CL
COLGATE PALMOLIVE CO
-$45.9K
13,434
+0%
增持
—
CHUBB LIMITED
-$45.5K
2,578
+4%
