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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 16
增持 72
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$1.9M
36,163
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
257,273
+10%
增持
AAPL
APPLE INC
+$1.0M
45,431
+1%
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
MSFT
MICROSOFT CORP
+$988.0K
16,148
+0%
减持
FLOT
ISHARES TR
-$837.8K
115,455
-12%
减持
DNP
DNP SELECT INCOME FD INC
-$769.4K
303,230
-14%
减持
PFE
PFIZER INC
-$726.0K
81,930
-12%
增持
FNDA
SCHWAB STRATEGIC TR
+$705.1K
71,830
+6%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$690.8K
37,825
+55%
增持
KVUE
KENVUE INC
+$687.5K
151,707
+18%
建仓
AGGY
WISDOMTREE TR
+$644.8K
14,648
增持
SCHZ
SCHWAB STRATEGIC TR
+$613.2K
102,731
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$582.4K
12,855
+1%
增持
NVDA
NVIDIA CORPORATION
+$561.6K
5,200
+12%
增持
DON
WISDOMTREE TR
+$560.1K
78,762
+6%
建仓
XLU
SELECT SECTOR SPDR TR
+$497.1K
7,850
减持
HD
HOME DEPOT INC
+$495.2K
11,686
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$492.7K
13,607
-3%
增持
IJH
ISHARES TR
+$492.4K
14,136
+3%
增持
EMXC
ISHARES INC
+$451.5K
72,450
+1%
增持
QQQ
INVESCO QQQ TR
+$443.2K
8,365
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$438.1K
50,036
-2%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$409.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$391.6K
79,639
+2%
建仓
GNRC
GENERAC HLDGS INC
+$386.4K
2,990
增持
PFF
ISHARES TR
+$379.2K
101,698
+10%
减持
COST
COSTCO WHSL CORP NEW
+$373.9K
4,160
-1%
增持
MCD
MCDONALDS CORP
+$358.9K
8,596
+3%
减持
JPM
JPMORGAN CHASE & CO
+$357.8K
16,293
-2%
增持
IGSB
ISHARES TR
+$346.7K
64,456
+9%
增持
CVX
CHEVRON CORP NEW
-$345.5K
19,168
+1%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$333.9K
7,481
减持
VTV
VANGUARD INDEX FDS
+$331.0K
38,635
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$329.7K
13,587
+1%
建仓
MRNA
MODERNA INC
+$327.4K
3,292
增持
TRV
TRAVELERS COMPANIES INC
+$320.1K
10,600
+2%
增持
GD
GENERAL DYNAMICS CORP
+$298.3K
7,642
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$295.4K
41,725
+1%
增持
EPI
WISDOMTREE TR
+$290.0K
60,892
+1%
增持
AMZN
AMAZON COM INC
+$283.2K
10,941
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$279.3K
6,182
+0%
减持
INTC
INTEL CORP
+$276.6K
19,357
-1%
减持
IGLB
ISHARES TR
+$268.8K
55,276
-1%
增持
IVE
ISHARES TR
+$268.3K
11,192
+3%
建仓
EFX
EQUIFAX INC
+$264.3K
1,069
减持
SNA
SNAP ON INC
+$262.6K
8,664
-1%
建仓
SCHW
SCHWAB CHARLES CORP
+$259.0K
3,764
增持
IJR
ISHARES TR
+$251.6K
17,679
+0%
减持
NEE
NEXTERA ENERGY INC
-$246.6K
7,286
-39%
增持
GOOG
ALPHABET INC
+$246.4K
16,900
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$245.0K
11,752
+5%
建仓
FDX
FEDEX CORP
+$242.9K
960
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$239.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$237.2K
5,730
-1%
清仓
WMT
WALMART INC
-$231.8K
0
-100%
建仓
FELV
FIDELITY COVINGTON TRUST
+$230.7K
8,594
增持
—
EXXON MOBIL CORP
-$221.2K
18,175
+5%
建仓
IWS
ISHARES TR
+$219.5K
1,888
建仓
XLV
SELECT SECTOR SPDR TR
+$216.8K
1,590
建仓
PFFV
GLOBAL X FDS
+$215.4K
9,300
减持
AMGN
AMGEN INC
+$215.3K
12,781
-1%
增持
ESGU
ISHARES TR
+$213.8K
16,303
+2%
建仓
SNPE
DBX ETF TR
+$213.6K
4,907
减持
RTX
RTX CORPORATION
+$209.5K
18,913
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$209.1K
12,578
+21%
减持
TFLO
ISHARES TR
-$206.8K
39,012
-9%
建仓
TRP
TC ENERGY CORP
+$200.3K
5,125
建仓
—
LINDE PLC
+$200.3K
488
减持
BIV
VANGUARD BD INDEX FDS
-$199.4K
6,746
-32%
增持
ROL
ROLLINS INC
+$199.4K
30,976
+0%
减持
MRK
MERCK & CO INC
+$199.0K
37,240
-1%
增持
NVO
NOVO-NORDISK A S
+$196.1K
14,223
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$194.7K
21,649
-6%
减持
MKC
MCCORMICK & CO INC
-$186.0K
14,881
-7%
增持
GPC
GENUINE PARTS CO
+$185.9K
13,522
+16%
减持
AFL
AFLAC INC
+$184.7K
37,983
-1%
减持
META
META PLATFORMS INC
+$183.0K
3,599
-1%
减持
ABT
ABBOTT LABS
+$175.7K
20,222
-4%
增持
IGIB
ISHARES TR
+$173.5K
27,626
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$169.2K
8,623
+38%
减持
HON
HONEYWELL INTL INC
+$164.2K
6,702
-0%
减持
VBK
VANGUARD INDEX FDS
+$162.4K
6,664
-1%
减持
APH
AMPHENOL CORP NEW
+$160.5K
11,600
-2%
建仓
ICLN
ISHARES TR
+$159.9K
10,272
减持
AMAT
APPLIED MATLS INC
+$150.6K
6,623
-1%
减持
—
UNILEVER PLC
-$149.9K
57,440
-3%
增持
BHP
BHP GROUP LTD
+$149.1K
12,499
+1%
增持
IWO
ISHARES TR
+$144.3K
4,954
+0%
减持
EWA
ISHARES INC
+$142.8K
62,355
-2%
增持
CSCO
CISCO SYS INC
-$141.7K
56,199
+1%
减持
ZTS
ZOETIS INC
+$141.5K
6,602
-1%
减持
ITOT
ISHARES TR
+$137.2K
17,704
-3%
减持
BDX
BECTON DICKINSON & CO
-$137.0K
7,978
-1%
减持
IJK
ISHARES TR
+$135.7K
22,854
-1%
增持
ITW
ILLINOIS TOOL WKS INC
+$132.9K
4,162
+0%
增持
GWW
GRAINGER W W INC
+$130.8K
946
+0%
减持
VOO
VANGUARD INDEX FDS
+$125.8K
2,960
-0%
减持
GOOGL
ALPHABET INC
+$121.1K
14,454
-0%
增持
SJM
SMUCKER J M CO
+$120.5K
5,196
+19%
增持
IVW
ISHARES TR
+$116.4K
16,741
+0%
增持
—
MEDTRONIC PLC
+$112.6K
7,511
+16%
减持
TJX
TJX COS INC NEW
+$111.0K
24,176
-0%
增持
CMI
CUMMINS INC
+$109.6K
9,262
+0%
增持
IAU
ISHARES GOLD TR
+$108.9K
13,087
+14%
减持
DEO
DIAGEO PLC
-$106.4K
10,973
-4%
增持
CNI
CANADIAN NATL RY CO
+$101.4K
5,783
+0%
增持
ROST
ROSS STORES INC
+$96.3K
3,750
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$95.4K
2,536
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$95.1K
10,102
+23%
减持
ROP
ROPER TECHNOLOGIES INC
+$90.9K
1,873
-2%
增持
USFR
WISDOMTREE TR
+$86.2K
357,108
+1%
减持
GLD
SPDR GOLD TR
+$85.1K
7,864
-5%
减持
DOW
DOW INC
+$85.0K
37,113
-2%
减持
DG
DOLLAR GEN CORP NEW
+$77.8K
2,921
-3%
减持
PAYX
PAYCHEX INC
-$76.8K
6,064
-12%
减持
IEFA
ISHARES TR
-$75.5K
9,338
-18%
增持
UNP
UNION PAC CORP
+$72.3K
1,721
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$71.8K
11,232
-6%
减持
PM
PHILIP MORRIS INTL INC
-$70.1K
2,487
-24%
减持
HDB
HDFC BANK LTD
-$69.2K
10,905
-20%
增持
SCHA
SCHWAB STRATEGIC TR
+$68.0K
6,637
+12%
增持
SO
SOUTHERN CO
+$66.1K
12,172
+0%
减持
CL
COLGATE PALMOLIVE CO
+$65.1K
7,705
-0%
减持
INDA
ISHARES TR
+$63.6K
19,635
-3%
增持
KO
COCA COLA CO
+$62.1K
18,804
+1%
增持
—
CHUBB LIMITED
+$61.1K
3,383
+0%
增持
FAST
FASTENAL CO
+$60.9K
5,802
+1%
减持
VDC
VANGUARD WORLD FDS
-$57.3K
5,696
-9%
减持
OMC
OMNICOM GROUP INC
+$56.3K
8,210
-6%
增持
BAC
BANK AMERICA CORP
+$54.0K
8,580
+0%
增持
JNJ
JOHNSON & JOHNSON
+$53.4K
32,118
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$51.6K
5,871
+7%
减持
SWK
STANLEY BLACK & DECKER INC
+$49.1K
3,904
-2%
增持
CAT
CATERPILLAR INC
+$47.1K
2,063
+0%
增持
VO
VANGUARD INDEX FDS
+$46.2K
1,884
+0%
增持
APD
AIR PRODS & CHEMS INC
-$45.4K
5,237
+0%
增持
SMIN
ISHARES TR
+$45.3K
6,551
+0%
增持
VGT
VANGUARD WORLD FDS
+$45.0K
634
+0%
增持
DHR
DANAHER CORPORATION
-$44.3K
2,667
+0%
减持
TD
TORONTO DOMINION BK ONT
+$43.7K
13,417
-2%
减持
VNQ
VANGUARD INDEX FDS
+$42.8K
3,891
-2%
减持
DGRO
ISHARES TR
+$42.0K
17,462
-4%
减持
BX
BLACKSTONE INC
+$40.1K
2,135
-4%
增持
IWF
ISHARES TR
+$38.1K
997
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$35.5K
5,283
+2%
增持
ELV
ELEVANCE HEALTH INC
+$34.7K
943
+0%
减持
TXN
TEXAS INSTRS INC
+$33.2K
3,360
-1%
减持
V
VISA INC
+$32.6K
1,307
-2%
增持
ABBV
ABBVIE INC
+$32.5K
5,481
+0%
增持
OTIS
OTIS WORLDWIDE CORP
+$30.0K
3,251
+0%
