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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 69
减持 50
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SCHX
SCHWAB STRATEGIC TR
-$4.7M
8,509
-92%
减持
SCHV
SCHWAB STRATEGIC TR
-$4.6M
12,131
-85%
增持
IVV
ISHARES TR
+$4.1M
33,925
+27%
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
USFR
WISDOMTREE TR
+$4.1M
295,355
+38%
减持
SPMD
SPDR SER TR
-$3.3M
12,157
-87%
减持
ESGU
ISHARES TR
-$2.6M
17,395
-64%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.1M
14,045
-86%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.8M
7,053
-87%
增持
AAPL
APPLE INC
+$1.6M
44,810
+4%
减持
PFFD
GLOBAL X FDS
-$1.4M
133,277
-35%
增持
MSFT
MICROSOFT CORP
+$1.4M
15,787
+14%
增持
FLOT
ISHARES TR
+$1.3M
131,785
+22%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$1.3M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
47,615
+33%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
36,998
+24%
增持
PFE
PFIZER INC
+$1.1M
88,020
+69%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
86,586
+38%
减持
IGSB
ISHARES TR
-$1.1M
54,903
-28%
增持
DON
WISDOMTREE TR
+$1.1M
61,952
+68%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
10,760
增持
FNDA
SCHWAB STRATEGIC TR
+$1.1M
57,527
+53%
增持
EMXC
ISHARES INC
+$993.1K
59,258
+40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$950.4K
75,700
+34%
减持
FUTY
FIDELITY COVINGTON TRUST
-$922.3K
11,288
-64%
增持
IGLB
ISHARES TR
+$825.6K
49,189
+51%
减持
EPI
WISDOMTREE TR
-$817.0K
62,909
-33%
减持
INTC
INTEL CORP
-$816.7K
19,671
-56%
减持
SCHF
SCHWAB STRATEGIC TR
-$801.2K
221,474
-14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$793.4K
8,395
-70%
增持
—
EXXON MOBIL CORP
+$715.4K
17,888
+63%
增持
IJH
ISHARES TR
+$650.3K
13,284
+17%
清仓
PRU
PRUDENTIAL FINL INC
-$642.1K
0
-100%
清仓
VFC
V F CORP
-$622.7K
0
-100%
减持
VDC
VANGUARD WORLD FDS
-$610.5K
5,970
-35%
增持
IJK
ISHARES TR
+$558.9K
21,465
+46%
增持
GOOG
ALPHABET INC
+$537.0K
16,015
+19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$503.3K
3,356
-66%
增持
MRK
MERCK & CO INC
+$497.6K
37,282
+4%
增持
AMZN
AMAZON COM INC
+$460.0K
10,570
+19%
减持
NVDA
NVIDIA CORPORATION
+$451.2K
5,560
-19%
增持
ORCL
ORACLE CORP
+$443.1K
16,689
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$434.8K
19,290
-52%
清仓
MMM
3M CO
-$434.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$415.5K
8,434
+0%
减持
DNP
DNP SELECT INCOME FD INC
-$406.0K
389,586
-4%
清仓
RY
ROYAL BK CDA SUSTAINABL
-$404.5K
0
-100%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$400.6K
8,600
减持
IGIB
ISHARES TR
-$399.1K
24,241
-26%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$387.8K
7,065
增持
TJX
TJX COS INC NEW
+$383.5K
23,475
+14%
清仓
PFFV
GLOBAL X FDS
-$381.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$376.7K
1,659
+119%
增持
IWO
ISHARES TR
+$366.4K
4,360
+43%
减持
CVS
CVS HEALTH CORP
-$366.2K
38,455
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.4K
6,275
+9%
增持
COST
COSTCO WHSL CORP NEW
+$345.3K
4,249
+9%
减持
FLRN
SPDR SER TR
-$323.4K
10,720
-50%
增持
SNA
SNAP ON INC
+$317.6K
7,411
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$316.5K
22,605
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$311.1K
11,011
-19%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$295.6K
3,138
-59%
清仓
MFC
MANULIFE FINL CORP
-$294.7K
0
-100%
增持
ABT
ABBOTT LABS
+$294.7K
21,053
+7%
建仓
LOW
LOWES COS INC
+$293.5K
1,300
减持
TIP
ISHARES TR
-$291.5K
64
-98%
建仓
OTIS
OTIS WORLDWIDE CORP
+$287.4K
3,229
减持
EWA
ISHARES INC
-$282.9K
66,661
-14%
建仓
ADI
ANALOG DEVICES INC
+$281.3K
1,444
增持
CMI
CUMMINS INC
+$278.1K
9,446
+11%
清仓
T
AT&T INC
-$267.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$266.4K
16,610
+1%
增持
CAT
CATERPILLAR INC
+$264.4K
2,046
+96%
减持
DOW
DOW INC
-$256.8K
37,050
-9%
减持
SCHO
SCHWAB STRATEGIC TR
-$249.6K
81
-98%
清仓
ED
CONSOLIDATED EDISON INC
-$248.7K
0
-100%
减持
IAU
ISHARES GOLD TR
-$242.1K
13,035
-34%
建仓
DECK
DECKERS OUTDOOR CORP
+$240.1K
455
清仓
VLO
VALERO ENERGY CORP
-$238.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$236.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$231.3K
35,474
-3%
清仓
MO
ALTRIA GROUP INC
-$224.4K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$222.5K
3,925
建仓
WMT
WALMART INC
+$221.5K
1,409
增持
—
ACCENTURE PLC IRELAND
+$220.2K
5,736
+6%
建仓
MRNA
MODERNA INC
+$217.7K
1,792
增持
AFL
AFLAC INC
+$216.7K
38,213
+1%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$215.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$215.0K
5,085
-34%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$214.7K
4,320
建仓
UNH
UNITEDHEALTH GROUP INC
+$211.1K
439
减持
ORLY
OREILLY AUTOMOTIVE INC
+$210.8K
2,598
-3%
建仓
BX
BLACKSTONE INC
+$206.4K
2,220
增持
IEFA
ISHARES TR
+$206.3K
10,937
+37%
增持
IVW
ISHARES TR
+$205.7K
16,488
+10%
建仓
IWS
ISHARES TR
+$205.3K
1,869
建仓
—
TRANE TECHNOLOGIES PLC
+$205.2K
1,073
增持
HD
HOME DEPOT INC
+$204.1K
11,727
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$201.8K
13,984
-11%
减持
GOOGL
ALPHABET INC
+$201.3K
14,393
-2%
减持
TFLO
ISHARES TR
-$194.1K
39,788
-9%
增持
MCD
MCDONALDS CORP
+$191.5K
8,269
+2%
增持
ZTS
ZOETIS INC
+$188.9K
6,537
+16%
增持
CVX
CHEVRON CORP NEW
+$188.6K
18,296
+11%
减持
META
META PLATFORMS INC
+$188.4K
3,595
-10%
增持
APD
AIR PRODS & CHEMS INC
+$187.4K
5,623
+8%
增持
HON
HONEYWELL INTL INC
+$181.3K
6,251
+7%
减持
CWI
SPDR INDEX SHS FDS
-$180.6K
15,126
-34%
减持
SLYV
SPDR SER TR
-$178.9K
1,009
-71%
减持
GIS
GENERAL MLS INC
-$178.6K
19,480
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$177.5K
6,256
+16%
增持
ROL
ROLLINS INC
+$166.0K
30,819
+0%
增持
VOO
VANGUARD INDEX FDS
+$163.0K
2,933
+7%
减持
SCHH
SCHWAB STRATEGIC TR
-$145.7K
1,215
-86%
增持
AMAT
APPLIED MATLS INC
+$145.1K
6,626
+0%
增持
CSCO
CISCO SYS INC
+$140.7K
55,723
+6%
减持
ITOT
ISHARES TR
+$133.5K
18,377
-0%
减持
INDA
ISHARES TR
-$130.6K
20,235
-22%
增持
TRV
TRAVELERS COMPANIES INC
+$129.2K
8,399
+8%
增持
—
CHUBB LIMITED
+$127.4K
3,261
+26%
增持
—
MEDTRONIC PLC
+$121.4K
9,790
+7%
减持
MTB
M & T BK CORP
-$120.2K
3,486
-24%
增持
ABBV
ABBVIE INC
-$117.6K
5,409
+2%
清仓
SPTL
SPDR SER TR
-$117.4K
0
-100%
增持
UNP
UNION PAC CORP
+$117.2K
1,717
+48%
增持
TXN
TEXAS INSTRS INC
+$114.2K
3,345
+28%
增持
AMGN
AMGEN INC
-$114.1K
12,821
+5%
减持
AGG
ISHARES TR
-$113.3K
14,362
-6%
增持
LLY
LILLY ELI & CO
+$112.4K
725
+9%
增持
CHD
CHURCH & DWIGHT CO INC
+$103.5K
8,682
+0%
增持
CL
COLGATE PALMOLIVE CO
+$102.0K
14,429
+7%
增持
DIS
DISNEY WALT CO
-$97.1K
17,443
+6%
增持
GWW
GRAINGER W W INC
+$97.1K
957
+0%
清仓
—
HANESBRANDS INC
-$93.6K
0
-100%
增持
—
UNILEVER PLC
+$92.7K
63,340
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$91.4K
27,585
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$91.3K
14,210
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$89.7K
14,845
-9%
增持
KO
COCA COLA CO
+$88.5K
18,318
+12%
减持
EMR
EMERSON ELEC CO
-$85.7K
11,074
-11%
增持
BIV
VANGUARD BD INDEX FDS
+$84.2K
9,576
+15%
增持
GD
GENERAL DYNAMICS CORP
-$78.7K
7,568
+1%
减持
ROP
ROPER TECHNOLOGIES INC
+$74.7K
1,915
-0%
增持
DEO
DIAGEO PLC
-$69.7K
11,427
+1%
减持
SO
SOUTHERN CO
-$69.3K
12,885
-8%
减持
VGT
VANGUARD WORLD FDS
+$68.2K
626
-4%
增持
MKC
MCCORMICK & CO INC
+$67.4K
15,884
+0%
增持
NVO
NOVO-NORDISK A S
+$66.9K
7,673
+4%
减持
GXC
SPDR INDEX SHS FDS
-$66.0K
842
-49%
建仓
IEMG
ISHARES INC
+$65.7K
1,333
增持
KMB
KIMBERLY-CLARK CORP
+$64.5K
11,893
+1%