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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 83
减持 48
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$3.0M
354,827
+20%
建仓
KVUE
KENVUE INC
+$2.6M
128,425
减持
RTX
RTX CORPORATION
-$1.3M
19,201
-30%
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
DIS
DISNEY WALT CO
-$1.2M
4,051
-77%
减持
CVS
CVS HEALTH CORP
-$1.1M
22,315
-42%
增持
AAPL
APPLE INC
-$978.4K
45,052
+1%
减持
JNJ
JOHNSON & JOHNSON
-$890.8K
31,980
-10%
减持
DNP
DNP SELECT INCOME FD INC
-$742.1K
350,920
-10%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$689.6K
24,405
+184%
增持
TSCO
TRACTOR SUPPLY CO
+$685.4K
4,681
+290%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$669.5K
4,121
-71%
减持
TD
TORONTO DOMINION BK ONT
-$662.2K
13,662
-43%
增持
AMGN
AMGEN INC
+$619.2K
12,895
+1%
减持
CL
COLGATE PALMOLIVE CO
-$562.5K
7,721
-46%
增持
EMXC
ISHARES INC
+$482.7K
71,502
+21%
清仓
DVY
ISHARES TR
-$476.8K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$453.5K
23,087
+2%
增持
MRK
MERCK & CO INC
-$440.9K
37,504
+1%
增持
DON
WISDOMTREE TR
+$433.5K
74,184
+20%
清仓
MTB
M & T BK CORP
-$431.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$419.1K
13,489
+23%
增持
FNDA
SCHWAB STRATEGIC TR
+$368.5K
67,452
+17%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$367.6K
0
-100%
减持
—
UNILEVER PLC
-$367.3K
59,404
-6%
减持
—
MEDTRONIC PLC
-$356.3K
6,459
-34%
减持
NVDA
NVIDIA CORPORATION
-$338.4K
4,629
-17%
增持
CVX
CHEVRON CORP NEW
+$325.8K
19,005
+4%
清仓
PSK
SPDR SER TR
-$312.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$312.2K
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$301.1K
1,410
+153%
增持
MSFT
MICROSOFT CORP
-$292.0K
16,102
+2%
增持
IVV
ISHARES TR
+$290.5K
35,888
+6%
减持
PM
PHILIP MORRIS INTL INC
-$289.6K
3,284
-46%
增持
LMT
LOCKHEED MARTIN CORP
-$287.4K
6,168
+1%
清仓
TRP
TC ENERGY CORP
-$284.9K
0
-100%
增持
AFL
AFLAC INC
+$281.6K
38,422
+1%
增持
MCD
MCDONALDS CORP
-$277.6K
8,313
+1%
增持
PEP
PEPSICO INC
-$257.5K
17,436
+1%
清仓
EFX
EQUIFAX INC
-$251.5K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$250.7K
5,771
-20%
减持
EMR
EMERSON ELEC CO
-$247.9K
7,798
-30%
建仓
VLO
VALERO ENERGY CORP
+$245.6K
1,733
增持
ABT
ABBOTT LABS
-$245.1K
21,168
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$240.5K
10,404
+24%
清仓
SCHP
SCHWAB STRATEGIC TR
-$240.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$224.0K
13,977
-0%
减持
BHP
BHP GROUP LTD
-$222.5K
12,389
-20%
清仓
SCHW
SCHWAB CHARLES CORP
-$222.5K
0
-100%
清仓
MRNA
MODERNA INC
-$217.7K
0
-100%
增持
ORCL
ORACLE CORP
-$214.3K
16,740
+0%
减持
NEE
NEXTERA ENERGY INC
-$214.2K
12,030
-1%
减持
CMI
CUMMINS INC
-$206.5K
9,233
-2%
清仓
IWS
ISHARES TR
-$205.3K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$205.3K
11,887
-0%
减持
APD
AIR PRODS & CHEMS INC
-$205.3K
5,219
-7%
增持
IGSB
ISHARES TR
+$203.8K
59,367
+8%
减持
ESGU
ISHARES TR
-$198.6K
15,938
-8%
减持
DG
DOLLAR GEN CORP NEW
-$198.1K
3,019
-1%
增持
GOOG
ALPHABET INC
+$198.0K
16,195
+1%
增持
GPC
GENUINE PARTS CO
+$194.4K
11,684
+32%
减持
OMC
OMNICOM GROUP INC
-$192.3K
8,779
-1%
增持
VTV
VANGUARD INDEX FDS
+$187.6K
39,476
+7%
增持
MKC
MCCORMICK & CO INC
-$181.4K
15,920
+0%
减持
NVS
NOVARTIS AG
-$180.2K
2,563
-41%
增持
SCHZ
SCHWAB STRATEGIC TR
+$179.3K
94,420
+9%
增持
GOOGL
ALPHABET INC
+$175.2K
14,504
+1%
减持
PG
PROCTER AND GAMBLE CO
-$170.5K
14,586
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$167.9K
2,546
-2%
增持
ROL
ROLLINS INC
-$166.7K
30,896
+0%
增持
TJX
TJX COS INC NEW
+$166.5K
24,268
+3%
增持
TFLO
ISHARES TR
+$159.7K
42,881
+8%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$151.0K
41,342
+0%
减持
VBK
VANGUARD INDEX FDS
-$145.5K
6,764
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$144.2K
51,057
+7%
增持
PFE
PFIZER INC
-$143.9K
92,998
+6%
减持
SCHV
SCHWAB STRATEGIC TR
-$141.2K
10,435
-14%
减持
QQQ
INVESCO QQQ TR
-$132.9K
8,325
-1%
增持
GIS
GENERAL MLS INC
-$128.8K
21,336
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$128.5K
6,267
-26%
减持
EWA
ISHARES INC
-$128.3K
63,920
-4%
增持
HDB
HDFC BANK LTD
-$127.5K
13,575
+2%
减持
CHD
CHURCH & DWIGHT CO INC
-$121.8K
8,167
-6%
减持
—
EXXON MOBIL CORP
+$119.8K
17,335
-3%
减持
SO
SOUTHERN CO
-$117.8K
12,166
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$108.7K
11,245
+5%
增持
IGLB
ISHARES TR
+$107.9K
56,081
+14%
减持
SCHE
SCHWAB STRATEGIC TR
-$106.3K
10,009
-29%
增持
SJM
SMUCKER J M CO
-$105.5K
4,362
+0%
增持
SNA
SNAP ON INC
+$104.1K
8,782
+18%
减持
GWW
GRAINGER W W INC
-$101.5K
944
-1%
减持
CSCO
CISCO SYS INC
+$97.8K
55,447
-0%
增持
LLY
ELI LILLY & CO
+$89.8K
800
+10%
增持
HD
HOME DEPOT INC
-$88.3K
11,764
+0%
增持
ABBV
ABBVIE INC
+$88.1K
5,480
+1%
增持
IJR
ISHARES TR
-$84.5K
17,620
+1%
减持
COST
COSTCO WHSL CORP NEW
+$84.5K
4,199
-1%
增持
ITW
ILLINOIS TOOL WKS INC
-$79.3K
4,156
+0%
清仓
SLYV
SPDR SER TR
-$77.9K
0
-100%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$75.9K
8,900
+26%
减持
FUTY
FIDELITY COVINGTON TRUST
-$75.9K
10,585
-6%
增持
—
CHUBB LIMITED
+$75.5K
3,380
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.7K
6,316
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$72.7K
78,296
+3%
减持
IAU
ISHARES GOLD TR
-$72.4K
11,487
-12%
减持
ITOT
ISHARES TR
-$72.3K
18,322
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$70.0K
12,766
+17%
清仓
SCHM
SCHWAB STRATEGIC TR
-$68.4K
0
-100%
清仓
IEMG
ISHARES INC
-$65.7K
0
-100%
增持
IJK
ISHARES TR
+$64.8K
23,183
+8%
减持
SCHA
SCHWAB STRATEGIC TR
-$63.3K
5,929
-16%
增持
TXN
TEXAS INSTRS INC
-$62.7K
3,393
+1%
清仓
GXC
SPDR INDEX SHS FDS
-$62.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$59.5K
2,062
+1%
增持
META
META PLATFORMS INC
+$59.4K
3,634
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$58.9K
5,471
-13%
增持
PFF
ISHARES TR
-$58.5K
92,629
+0%
增持
GD
GENERAL DYNAMICS CORP
+$57.9K
7,630
+1%
增持
KO
COCA COLA CO
-$57.2K
18,685
+2%
增持
GLD
SPDR GOLD TR
-$56.0K
8,272
+0%
增持
HON
HONEYWELL INTL INC
-$55.8K
6,719
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.7K
527
+20%
减持
FLTB
FIDELITY MERRIMACK STR TR
-$54.7K
32,583
-3%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$52.0K
19,555
-11%
减持
BDX
BECTON DICKINSON & CO
-$49.4K
8,055
-0%
增持
IJH
ISHARES TR
-$48.2K
13,737
+3%
增持
IWO
ISHARES TR
+$47.2K
4,931
+13%
增持
TGNA
TEGNA INC
-$44.7K
27,752
+0%
增持
AGG
ISHARES TR
+$40.3K
15,388
+7%
增持
SWK
STANLEY BLACK & DECKER INC
-$39.4K
3,994
+0%
减持
INTC
INTEL CORP
+$38.3K
19,582
-0%
增持
IGIB
ISHARES TR
+$37.2K
25,961
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$35.9K
2,901
-14%
增持
ZTS
ZOETIS INC
+$35.7K
6,676
+2%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$35.1K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$34.9K
6,665
+1%
增持
NKE
NIKE INC
-$34.3K
2,585
+1%
增持
DE
DEERE & CO
-$33.6K
1,368
+1%
增持
NVO
NOVO-NORDISK A S
+$33.5K
14,023
+83%
增持
SCHF
SCHWAB STRATEGIC TR
+$33.1K
233,470
+5%
增持
BX
BLACKSTONE INC
+$33.1K
2,235
+1%
增持
DGRO
ISHARES TR
-$31.5K
18,126
+1%
增持
VNQ
VANGUARD INDEX FDS
-$30.6K
3,978
+0%
增持
VOO
VANGUARD INDEX FDS
-$27.6K
2,972
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.4K
3,950
+0%
增持
OTIS
OTIS WORLDWIDE CORP
-$26.5K
3,248
+1%
增持
DHR
DANAHER CORPORATION
+$26.4K
2,666
+1%
增持
SBUX
STARBUCKS CORP
-$24.9K
3,852
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$23.9K
4,323
+0%
清仓
SCHH
SCHWAB STRATEGIC TR
-$23.7K
0
-100%
增持
SPMD
SPDR SER TR
-$23.2K
12,211
+0%
