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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 93
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.0M
46,948
+3%
增持
USFR
WISDOMTREE TR
+$1.7M
321,979
+12%
增持
IVV
ISHARES TR
+$1.7M
34,525
+5%
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
AGGY
WISDOMTREE TR
+$1.2M
149,281
+24%
增持
SCHF
SCHWAB STRATEGIC TR
+$914.5K
300,377
+10%
增持
QQQ
INVESCO QQQ TR
+$712.8K
9,403
+10%
减持
CVS
CVS HEALTH CORP
-$605.8K
11,073
-30%
增持
FLOT
ISHARES TR
+$593.4K
152,584
+8%
增持
GOOG
ALPHABET INC
+$563.4K
17,923
+0%
增持
GOOGL
ALPHABET INC
+$515.1K
14,680
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$501.2K
58,499
+0%
减持
HD
HOME DEPOT INC
-$486.2K
11,662
-1%
增持
COST
COSTCO WHSL CORP NEW
+$486.0K
3,998
+1%
增持
KVUE
KENVUE INC
-$485.6K
150,917
+0%
增持
MSFT
MICROSOFT CORP
+$468.7K
16,696
+0%
减持
JNJ
JOHNSON & JOHNSON
-$465.1K
31,290
-2%
增持
EMXC
ISHARES INC
+$455.4K
90,298
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$412.0K
12,220
-3%
建仓
ZS
ZSCALER INC
+$406.5K
2,115
减持
INTC
INTEL CORP
-$399.6K
15,544
-22%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$398.6K
75,764
+12%
增持
EPI
WISDOMTREE TR
+$397.2K
72,863
+2%
减持
MRK
MERCK & CO INC
-$383.8K
36,473
-2%
建仓
VKTX
VIKING THERAPEUTICS INC
+$378.2K
7,135
减持
TFLO
ISHARES TR
-$373.4K
27,064
-21%
减持
SNA
SNAP ON INC
-$366.5K
9,314
-2%
减持
DNP
DNP SELECT INCOME FD INC
-$335.2K
290,665
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$333.0K
10,480
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$308.2K
12,811
+1%
减持
AMGN
AMGEN INC
+$298.9K
12,546
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$298.0K
91,608
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$291.1K
23,735
+76%
减持
ABT
ABBOTT LABS
-$255.9K
19,246
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$255.7K
2,426
-3%
减持
—
UNILEVER PLC
+$252.3K
56,828
-1%
减持
DEO
DIAGEO PLC
-$250.1K
10,917
-0%
减持
MCD
MCDONALDS CORP
-$248.6K
8,348
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$234.3K
13,196
+0%
建仓
WMT
WALMART INC
+$233.8K
3,453
增持
DGRW
WISDOMTREE TR
+$231.2K
18,852
+16%
增持
GPC
GENUINE PARTS CO
-$230.9K
13,958
+0%
增持
—
ACCENTURE PLC IRELAND
-$228.0K
5,734
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$224.4K
662
减持
ORCL
ORACLE CORP
+$224.4K
18,028
-2%
增持
NVDA
NVIDIA CORPORATION
+$220.6K
30,499
+677%
增持
IGSB
ISHARES TR
+$214.5K
76,341
+6%
清仓
CRM
SALESFORCE INC
-$213.1K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$208.0K
21,383
+1%
清仓
TRP
TC ENERGY CORP
-$206.0K
0
-100%
清仓
USB
US BANCORP DEL
-$203.4K
0
-100%
清仓
IPAC
ISHARES TR
-$202.6K
0
-100%
减持
DOW
DOW INC
-$201.3K
37,012
-1%
增持
NVO
NOVO-NORDISK A S
+$200.5K
13,628
+0%
减持
TJX
TJX COS INC NEW
+$196.5K
24,040
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$187.5K
3,592
-41%
增持
ULTA
ULTA BEAUTY INC
-$185.5K
1,430
+1%
减持
AMAT
APPLIED MATLS INC
+$184.6K
6,505
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$181.0K
38,013
-6%
增持
VDC
VANGUARD WORLD FD
+$178.4K
6,513
+16%
增持
AMZN
AMAZON COM INC
+$177.1K
11,059
+2%
增持
FNDA
SCHWAB STRATEGIC TR
+$175.0K
83,235
+8%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$171.7K
36,497
+9%
增持
PEP
PEPSICO INC
-$167.3K
17,493
+0%
减持
TD
TORONTO DOMINION BK ONT
-$161.5K
11,902
-12%
增持
PFE
PFIZER INC
+$160.0K
103,962
+5%
增持
IVW
ISHARES TR
+$153.7K
16,394
+2%
增持
CMI
CUMMINS INC
-$153.7K
9,290
+0%
减持
GIS
GENERAL MLS INC
-$152.8K
20,637
-1%
增持
IJH
ISHARES TR
+$137.8K
83,454
+7%
增持
VOO
VANGUARD INDEX FDS
+$137.2K
2,930
+6%
增持
PFFD
GLOBAL X FDS
+$130.4K
217,005
+6%
增持
ITW
ILLINOIS TOOL WKS INC
-$129.7K
4,170
+0%
建仓
PATH
UIPATH INC
+$126.8K
10,000
增持
SBUX
STARBUCKS CORP
+$123.5K
11,458
+36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$120.7K
14,318
+17%
减持
CVX
CHEVRON CORP NEW
-$112.7K
18,598
-3%
增持
APH
AMPHENOL CORP NEW
+$111.9K
20,909
+86%
增持
CSCO
CISCO SYS INC
-$106.5K
54,709
+1%
增持
GWW
GRAINGER W W INC
-$105.3K
931
+0%
减持
AFL
AFLAC INC
+$101.9K
38,047
-1%
增持
ITOT
ISHARES TR
+$99.8K
17,206
+2%
减持
DIS
DISNEY WALT CO
-$97.7K
4,173
-0%
增持
DON
WISDOMTREE TR
+$95.9K
91,053
+7%
增持
META
META PLATFORMS INC
+$90.8K
3,609
+1%
增持
BDX
BECTON DICKINSON & CO
-$90.4K
8,075
+1%
增持
SJM
SMUCKER J M CO
-$90.2K
5,522
+0%
增持
MKC
MCCORMICK & CO INC
-$84.0K
14,987
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$83.3K
48,603
+5%
增持
AGG
ISHARES TR
+$82.6K
18,385
+6%
增持
ROL
ROLLINS INC
+$81.7K
31,119
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$81.2K
6,384
+0%
增持
IGIB
ISHARES TR
+$80.8K
30,265
+6%
增持
DE
DEERE & CO
+$78.3K
1,680
+26%
增持
CNI
CANADIAN NATL RY CO
-$77.4K
5,805
+0%
增持
NKE
NIKE INC
+$74.9K
8,619
+41%
减持
TGNA
TEGNA INC
-$73.0K
24,088
-12%
增持
KO
COCA COLA CO
+$72.1K
19,207
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.6K
6,353
+1%
减持
PFF
ISHARES TR
-$70.9K
102,268
-0%
增持
CAT
CATERPILLAR INC
-$68.5K
2,065
+0%
增持
TXN
TEXAS INSTRS INC
+$68.4K
3,353
+0%
减持
ESGU
ISHARES TR
+$66.7K
16,191
-0%
减持
SO
SOUTHERN CO
+$66.1K
11,628
-0%
增持
IGLB
ISHARES TR
+$65.7K
66,983
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$65.0K
3,762
+29%
减持
SLV
ISHARES SILVER TR
-$61.5K
8,745
-32%
减持
IVE
ISHARES TR
-$61.2K
12,540
-0%
增持
HON
HONEYWELL INTL INC
+$61.1K
6,740
+0%
减持
OMC
OMNICOM GROUP INC
-$59.6K
8,116
-0%
增持
FUTY
FIDELITY COVINGTON TRUST
+$57.9K
15,612
+5%
增持
SWK
STANLEY BLACK & DECKER INC
-$57.6K
4,071
+4%
增持
—
MEDTRONIC PLC
-$57.3K
7,058
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$55.2K
5,384
+0%
增持
ABBV
ABBVIE INC
-$54.9K
5,625
+0%
减持
HDB
HDFC BANK LTD
+$54.3K
9,840
-5%
增持
IJR
ISHARES TR
+$53.5K
19,238
+6%
减持
CL
COLGATE PALMOLIVE CO
+$51.3K
7,406
-0%
减持
GLD
SPDR GOLD TR
+$48.7K
7,874
-1%
减持
DG
DOLLAR GEN CORP NEW
-$48.3K
1,739
-2%
减持
APD
AIR PRODS & CHEMS INC
+$43.7K
5,153
-3%
增持
TSCO
TRACTOR SUPPLY CO
+$40.7K
4,722
+0%
增持
PG
PROCTER AND GAMBLE CO
+$40.6K
14,552
+0%
增持
—
CHUBB LIMITED
+$36.8K
3,590
+6%
增持
IOO
ISHARES TR
+$36.7K
4,931
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$33.8K
1,975
+15%
减持
RTX
RTX CORPORATION
+$33.8K
18,753
-1%
增持
T
AT&T INC
+$33.6K
13,631
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$33.2K
10,183
-9%
增持
SCHE
SCHWAB STRATEGIC TR
+$32.4K
8,936
+10%
减持
LLY
ELI LILLY & CO
-$29.1K
589
-19%
增持
—
TRANE TECHNOLOGIES PLC
+$28.9K
994
+0%
增持
IWF
ISHARES TR
+$26.4K
949
+0%
减持
ZTS
ZOETIS INC
+$26.1K
6,330
-0%
增持
BAC
BANK AMERICA CORP
+$25.8K
8,829
+3%
增持
NVS
NOVARTIS AG
+$25.5K
2,568
+0%
增持
VGT
VANGUARD WORLD FD
+$25.2K
476
+0%
增持
PM
PHILIP MORRIS INTL INC
+$24.5K
2,492
+0%
增持
EMR
EMERSON ELEC CO
-$24.4K
7,867
+0%
减持
VUG
VANGUARD INDEX FDS
+$24.0K
934
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$24.0K
4,823
+0%
增持
VO
VANGUARD INDEX FDS
+$23.6K
2,043
+8%
增持
SCHZ
SCHWAB STRATEGIC TR
+$23.4K
20,159
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$23.3K
8,583
+1%
增持
ELV
ELEVANCE HEALTH INC
+$22.8K
946
+0%
减持
IAU
ISHARES GOLD TR
+$22.5K
13,017
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$18.9K
6,811
-3%
减持
GD
GENERAL DYNAMICS CORP
+$18.6K
7,583
-2%
减持
BX
BLACKSTONE INC
-$18.0K
2,120
-1%
增持
SPMD
SPDR SER TR
-$18.0K
11,545
+1%
增持
VTV
VANGUARD INDEX FDS
-$15.9K
36,771
+1%
