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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 72
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AGGY
WISDOMTREE TR
+$4.6M
119,913
+719%
减持
SCHZ
SCHWAB STRATEGIC TR
-$3.9M
19,467
-81%
减持
USFR
WISDOMTREE TR
-$3.4M
288,575
-19%
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
JPST
J P MORGAN EXCHANGE TRADED F
+$2.9M
67,893
+572%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.9M
33,471
增持
PFFD
GLOBAL X FDS
+$1.5M
205,368
+54%
增持
FLOT
ISHARES TR
+$1.4M
141,053
+22%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
58,217
+16%
建仓
DGRW
WISDOMTREE TR
+$1.2M
16,278
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
272,321
+6%
减持
NVDA
NVIDIA CORPORATION
+$972.2K
3,926
-25%
增持
MSFT
MICROSOFT CORP
+$921.4K
16,623
+3%
增持
AAPL
APPLE INC
-$904.5K
45,733
+1%
增持
EMXC
ISHARES INC
+$875.8K
84,944
+17%
减持
MRK
MERCK & CO INC
+$839.3K
37,129
-0%
增持
IJH
ISHARES TR
+$828.2K
78,135
+453%
增持
EPI
WISDOMTREE TR
+$624.1K
71,641
+18%
增持
DON
WISDOMTREE TR
+$564.0K
85,352
+8%
增持
ORCL
ORACLE CORP
+$555.1K
18,479
+10%
减持
IJK
ISHARES TR
-$524.0K
14,098
-38%
减持
CMI
CUMMINS INC
+$507.5K
9,253
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$489.8K
12,584
+7%
减持
META
META PLATFORMS INC
+$455.0K
3,561
-1%
增持
HD
HOME DEPOT INC
+$450.9K
11,733
+0%
减持
JPM
JPMORGAN CHASE & CO
+$446.9K
16,067
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$444.9K
10,707
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$420.4K
77,086
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$414.5K
84,299
+6%
建仓
PYPL
PAYPAL HLDGS INC
+$411.7K
6,145
增持
SBUX
STARBUCKS CORP
+$410.9K
8,409
+126%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$408.3K
2,496
-2%
增持
IVE
ISHARES TR
+$397.5K
12,546
+12%
增持
IGSB
ISHARES TR
+$392.2K
72,098
+12%
增持
PFE
PFIZER INC
+$390.1K
99,057
+21%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$387.5K
46,490
+23%
增持
IGLB
ISHARES TR
+$373.6K
63,796
+15%
增持
QQQ
INVESCO QQQ TR
+$366.3K
8,541
+2%
增持
GOOG
ALPHABET INC
+$342.4K
17,891
+6%
减持
CVS
CVS HEALTH CORP
-$314.0K
15,794
-21%
减持
AMD
ADVANCED MICRO DEVICES INC
+$306.8K
12,199
-5%
增持
NKE
NIKE INC
+$301.4K
6,116
+143%
增持
SNA
SNAP ON INC
+$298.6K
9,456
+9%
减持
AMZN
AMAZON COM INC
+$297.6K
10,866
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$294.3K
13,178
-3%
增持
GPC
GENUINE PARTS CO
+$288.7K
13,952
+3%
建仓
SYK
STRYKER CORPORATION
+$286.3K
800
减持
AMAT
APPLIED MATLS INC
+$277.2K
6,549
-1%
减持
NVO
NOVO-NORDISK A S
+$273.5K
13,589
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$269.6K
21,088
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$261.9K
4,921
+32%
增持
TSCO
TRACTOR SUPPLY CO
+$259.2K
4,715
+4%
清仓
SCHW
SCHWAB CHARLES CORP
-$259.0K
0
-100%
增持
RTX
RTX CORPORATION
+$257.5K
18,957
+0%
减持
BHP
BHP GROUP LTD
-$254.8K
10,384
-17%
增持
AGG
ISHARES TR
+$244.8K
17,378
+18%
清仓
TSLA
TESLA INC
-$241.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$235.4K
17,658
-3%
减持
ZTS
ZOETIS INC
-$231.6K
6,331
-4%
建仓
T
AT&T INC
+$226.9K
12,894
减持
TFLO
ISHARES TR
-$224.5K
34,414
-12%
减持
PG
PROCTER AND GAMBLE CO
+$222.7K
14,542
-0%
清仓
HUM
HUMANA INC
-$221.1K
0
-100%
建仓
IWD
ISHARES TR
+$214.2K
1,196
建仓
MTB
M & T BK CORP
+$213.9K
1,471
建仓
IYW
ISHARES TR
+$213.7K
1,582
建仓
CRM
SALESFORCE INC
+$213.1K
708
增持
FUTY
FIDELITY COVINGTON TRUST
+$212.6K
14,812
+46%
建仓
USB
US BANCORP DEL
+$203.4K
4,551
建仓
IPAC
ISHARES TR
+$202.6K
3,200
建仓
DOV
DOVER CORP
+$202.5K
1,143
增持
GD
GENERAL DYNAMICS CORP
+$197.2K
7,723
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$196.5K
12,740
-6%
增持
DIS
DISNEY WALT CO
+$191.5K
4,185
+18%
减持
TJX
TJX COS INC NEW
+$182.3K
24,160
-0%
减持
XLU
SELECT SECTOR SPDR TR
-$181.4K
4,810
-39%
减持
MCD
MCDONALDS CORP
-$173.1K
8,427
-2%
增持
ABBV
ABBVIE INC
+$170.4K
5,600
+2%
减持
COST
COSTCO WHSL CORP NEW
+$166.3K
3,975
-4%
减持
CVX
CHEVRON CORP NEW
+$162.7K
19,157
-0%
增持
AFL
AFLAC INC
+$162.5K
38,389
+1%
减持
GWW
GRAINGER W W INC
+$161.7K
930
-2%
减持
ESGU
ISHARES TR
+$154.6K
16,224
-0%
减持
HDB
HDFC BANK LTD
-$153.1K
10,340
-5%
减持
DNP
DNP SELECT INCOME FD INC
+$153.1K
300,379
-1%
增持
APD
AIR PRODS & CHEMS INC
-$147.9K
5,308
+1%
减持
APH
AMPHENOL CORP NEW
+$146.8K
11,242
-3%
增持
CAT
CATERPILLAR INC
+$146.4K
2,064
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$146.0K
9,683
-23%
减持
LLY
ELI LILLY & CO
+$141.0K
723
-0%
增持
GLD
SPDR GOLD TR
+$141.0K
7,993
+2%
减持
GOOGL
ALPHABET INC
+$139.8K
14,304
-1%
减持
VTV
VANGUARD INDEX FDS
+$138.5K
36,316
-6%
减持
CSCO
CISCO SYS INC
-$133.4K
54,213
-4%
减持
VNQ
VANGUARD INDEX FDS
-$131.7K
2,453
-37%
增持
DOW
DOW INC
+$129.5K
37,369
+1%
增持
MKC
MCCORMICK & CO INC
+$129.0K
14,936
+0%
增持
EMR
EMERSON ELEC CO
+$128.9K
7,856
+0%
减持
EWA
ISHARES INC
-$125.9K
56,440
-9%
增持
PFF
ISHARES TR
+$125.5K
102,309
+1%
减持
DG
DOLLAR GEN CORP NEW
-$118.9K
1,783
-39%
增持
—
CHUBB LIMITED
+$114.3K
3,392
+0%
减持
IVW
ISHARES TR
+$106.1K
16,145
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$99.2K
6,378
+3%
增持
INTC
INTEL CORP
-$91.7K
19,945
+3%
增持
PEP
PEPSICO INC
+$91.1K
17,441
+0%
减持
VBK
VANGUARD INDEX FDS
+$89.3K
6,522
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$88.9K
13,475
+5%
减持
—
UNILEVER PLC
+$87.9K
57,235
-0%
增持
IJR
ISHARES TR
+$84.6K
18,082
+2%
增持
ROL
ROLLINS INC
+$83.9K
31,049
+0%
减持
GIS
GENERAL MLS INC
+$81.2K
20,842
-1%
减持
ITOT
ISHARES TR
+$81.0K
16,860
-5%
减持
MDYG
SPDR SER TR
+$79.7K
7,644
-2%
减持
OMC
OMNICOM GROUP INC
+$77.4K
8,140
-1%
减持
KMB
KIMBERLY-CLARK CORP
+$75.8K
11,137
-1%
减持
MA
MASTERCARD INCORPORATED
+$73.3K
1,641
-2%
增持
FAST
FASTENAL CO
+$73.2K
5,820
+0%
增持
IEFA
ISHARES TR
+$68.7K
9,777
+5%
增持
OTIS
OTIS WORLDWIDE CORP
+$64.9K
3,584
+10%
减持
AMGN
AMGEN INC
-$59.9K
12,736
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$58.8K
6,054
-10%
减持
VGT
VANGUARD WORLD FD
-$57.5K
475
-25%
增持
CWI
SPDR INDEX SHS FDS
+$56.5K
15,495
+9%
增持
—
TRANE TECHNOLOGIES PLC
+$56.3K
993
+0%
减持
VDC
VANGUARD WORLD FD
+$56.2K
5,603
-2%
减持
DGRO
ISHARES TR
+$54.3K
17,123
-2%
减持
CL
COLGATE PALMOLIVE CO
+$53.2K
7,412
-4%
增持
SPMD
SPDR SER TR
+$53.0K
11,440
+0%
增持
TD
TORONTO DOMINION BK ONT
-$51.4K
13,508
+1%
减持
PAYX
PAYCHEX INC
-$49.5K
5,479
-10%
增持
DHR
DANAHER CORPORATION
+$49.3K
2,668
+0%
减持
IVV
ISHARES TR
-$47.9K
32,763
-9%
增持
VB
VANGUARD INDEX FDS
+$45.5K
1,343
+10%
增持
ELV
ELEVANCE HEALTH INC
+$45.0K
945
+0%
减持
—
ACCENTURE PLC IRELAND
-$43.2K
5,677
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$41.8K
8,510
-1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$41.0K
20,698
+3%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$41.0K
33,064
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$40.5K
8,116
-18%
减持
IAU
ISHARES GOLD TR
+$38.5K
13,076
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$37.3K
1,720
+8%
减持
KVUE
KENVUE INC
-$37.0K
150,479
-1%
增持
CNI
CANADIAN NATL RY CO
+$36.6K
5,794
+0%
增持
SJM
SMUCKER J M CO
+$35.7K
5,500
+6%
减持
VOO
VANGUARD INDEX FDS
+$35.4K
2,763
-7%
增持
IGIB
ISHARES TR
+$34.1K
28,500
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$33.4K
5,402
+2%
增持
VO
VANGUARD INDEX FDS
+$32.7K
1,885
+0%
增持
BDX
BECTON DICKINSON & CO
+$32.3K
7,992
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$31.7K
4,820
+11%
