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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 61
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FUTY
FIDELITY COVINGTON TRUST
+$2.0M
51,235
+228%
减持
USFR
WISDOMTREE TR
-$1.8M
286,081
-11%
增持
AGGY
WISDOMTREE TR
+$1.5M
176,843
+18%
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
SCHF
SCHWAB STRATEGIC TR
+$1.5M
316,866
+5%
增持
IVV
ISHARES TR
+$1.3M
34,951
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
12,265
-43%
增持
DON
WISDOMTREE TR
+$1.1M
104,899
+15%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.0M
94,338
+13%
减持
AAPL
APPLE INC
+$1.0M
46,806
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$964.0K
20,030
+40%
增持
DGRW
WISDOMTREE TR
+$909.6K
28,614
+52%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$822.4K
14,043
+6%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$797.9K
48,237
+32%
增持
LMT
LOCKHEED MARTIN CORP
+$796.7K
6,465
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$795.5K
63,170
+30%
减持
AFL
AFLAC INC
+$706.0K
36,708
-4%
增持
EMXC
ISHARES INC
+$694.9K
98,847
+9%
减持
BDX
BECTON DICKINSON & CO
-$681.9K
4,999
-38%
减持
KVUE
KENVUE INC
+$679.5K
147,999
-2%
增持
HON
HONEYWELL INTL INC
+$587.0K
9,803
+45%
增持
ZTS
ZOETIS INC
+$558.9K
8,477
+34%
减持
HD
HOME DEPOT INC
+$552.1K
11,270
-3%
减持
FLOT
ISHARES TR
-$538.4K
142,186
-7%
减持
ORCL
ORACLE CORP
+$520.1K
17,991
-0%
减持
—
UNILEVER PLC
+$513.5K
56,011
-1%
增持
JNJ
JOHNSON & JOHNSON
+$498.5K
31,296
+0%
增持
PFFD
GLOBAL X FDS
+$494.0K
229,288
+6%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$490.4K
18,844
减持
NVO
NOVO-NORDISK A S
-$465.9K
12,424
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$464.1K
94,517
+3%
增持
CMI
CUMMINS INC
+$454.3K
9,349
+1%
增持
IJH
ISHARES TR
+$426.6K
85,211
+2%
减持
DNP
DNP SELECT INCOME FD INC
+$400.8K
277,893
-4%
增持
ABBV
ABBVIE INC
+$396.9K
6,896
+23%
减持
VTV
VANGUARD INDEX FDS
+$373.8K
35,930
-2%
减持
CSCO
CISCO SYS INC
-$362.4K
42,030
-23%
减持
RTX
RTX CORPORATION
+$342.4K
18,364
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$341.9K
6,358
+0%
清仓
TGNA
TEGNA INC
-$335.8K
0
-100%
减持
MCD
MCDONALDS CORP
+$330.5K
8,071
-3%
减持
ULTA
ULTA BEAUTY INC
-$327.3K
577
-60%
减持
—
MEDTRONIC PLC
-$321.4K
2,600
-63%
建仓
DXJ
WISDOMTREE TR
+$305.8K
2,885
减持
GOOGL
ALPHABET INC
-$300.6K
14,311
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$299.3K
1,463
-73%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$295.5K
81,182
+7%
增持
GOOG
ALPHABET INC
-$285.5K
17,955
+0%
减持
TRV
TRAVELERS COMPANIES INC
+$280.3K
10,299
-2%
增持
IGIB
ISHARES TR
+$279.5K
34,082
+13%
增持
IGSB
ISHARES TR
+$274.5K
79,495
+4%
增持
IGLB
ISHARES TR
+$269.6K
67,576
+1%
增持
SBUX
STARBUCKS CORP
+$258.5K
11,801
+3%
增持
GLD
SPDR GOLD TR
+$255.6K
8,017
+2%
减持
—
ACCENTURE PLC IRELAND
+$253.2K
5,638
-2%
增持
META
META PLATFORMS INC
+$246.9K
3,610
+0%
建仓
TRP
TC ENERGY CORP
+$243.7K
5,125
减持
SCHE
SCHWAB STRATEGIC TR
-$235.1K
77
-99%
增持
MRK
MERCK & CO INC
+$232.1K
41,806
+15%
清仓
DG
DOLLAR GEN CORP NEW
-$229.9K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$227.5K
0
-100%
清仓
MTB
M & T BK CORP
-$223.1K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$222.5K
10,949
-10%
减持
TFLO
ISHARES TR
-$222.4K
22,700
-16%
建仓
AXP
AMERICAN EXPRESS CO
+$221.0K
815
减持
BIV
VANGUARD BD INDEX FDS
-$219.8K
628
-83%
建仓
COP
CONOCOPHILLIPS
+$215.3K
2,045
增持
AMAT
APPLIED MATLS INC
-$214.1K
6,539
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$210.3K
0
-100%
建仓
USB
US BANCORP DEL
+$209.6K
4,584
建仓
TSLA
TESLA INC
+$209.3K
800
建仓
QUAL
ISHARES TR
+$207.8K
1,159
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$206.3K
5,389
+0%
增持
AGG
ISHARES TR
+$202.5K
19,622
+7%
增持
VDC
VANGUARD WORLD FD
+$200.0K
6,968
+7%
减持
DEO
DIAGEO PLC
-$191.8K
8,441
-23%
增持
PFF
ISHARES TR
+$187.0K
102,726
+0%
减持
APD
AIR PRODS & CHEMS INC
+$179.3K
5,068
-2%
减持
BHP
BHP GROUP LTD
-$171.6K
6,876
-34%
增持
QQQ
INVESCO QQQ TR
+$167.1K
9,572
+2%
减持
INTC
INTEL CORP
-$163.0K
13,572
-13%
减持
APH
AMPHENOL CORP NEW
-$161.1K
19,146
-8%
增持
ESGU
ISHARES TR
+$159.1K
16,571
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$149.9K
58,062
-1%
减持
IVE
ISHARES TR
+$147.9K
12,326
-2%
增持
PFE
PFIZER INC
+$146.6K
105,580
+2%
减持
SO
SOUTHERN CO
+$143.5K
11,593
-0%
减持
SNA
SNAP ON INC
+$141.0K
8,890
-5%
减持
DOW
DOW INC
-$136.2K
33,449
-10%
清仓
ICLN
ISHARES TR
-$136.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$129.7K
18,496
+4%
增持
OMC
OMNICOM GROUP INC
+$128.1K
8,281
+2%
清仓
PATH
UIPATH INC
-$126.8K
0
-100%
增持
WMT
WALMART INC
+$122.8K
4,416
+28%
增持
—
CHUBB LIMITED
+$122.7K
3,601
+0%
增持
CAT
CATERPILLAR INC
+$120.2K
2,066
+0%
减持
PG
PROCTER AND GAMBLE CO
+$119.3K
14,546
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$113.2K
2,323
-4%
增持
ITW
ILLINOIS TOOL WKS INC
+$105.9K
4,175
+0%
减持
KO
COCA COLA CO
+$103.2K
18,449
-4%
增持
GD
GENERAL DYNAMICS CORP
+$102.9K
7,621
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$100.6K
4,728
+0%
增持
NVDA
NVIDIA CORPORATION
+$100.3K
31,852
+4%
增持
DGRO
ISHARES TR
+$96.7K
17,367
+1%
减持
SWK
STANLEY BLACK & DECKER INC
+$95.9K
3,824
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$91.5K
11,992
-6%
减持
CVS
CVS HEALTH CORP
-$91.1K
8,951
-19%
建仓
SLYV
SPDR SER TR
+$89.4K
1,029
减持
COST
COSTCO WHSL CORP NEW
+$87.7K
3,932
-2%
减持
CL
COLGATE PALMOLIVE CO
-$87.6K
6,080
-18%
减持
EWA
ISHARES INC
-$86.6K
47,665
-16%
增持
CARR
CARRIER GLOBAL CORPORATION
+$84.2K
4,825
+0%
增持
CWI
SPDR INDEX SHS FDS
+$81.5K
17,519
+10%
建仓
IEMG
ISHARES INC
+$78.4K
1,366
减持
SCHX
SCHWAB STRATEGIC TR
-$76.3K
7,003
-18%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$76.1K
3,572
+4%
减持
ITOT
ISHARES TR
+$76.0K
16,875
-2%
增持
DHR
DANAHER CORPORATION
+$75.5K
2,671
+0%
建仓
GXC
SPDR INDEX SHS FDS
+$75.0K
914
减持
GWW
GRAINGER W W INC
-$67.7K
744
-20%
减持
ABT
ABBOTT LABS
+$67.6K
18,134
-6%
减持
SCHV
SCHWAB STRATEGIC TR
-$67.4K
8,141
-16%
减持
PEP
PEPSICO INC
+$66.2K
17,355
-1%
减持
NEE
NEXTERA ENERGY INC
+$66.0K
6,683
-5%
减持
BP
BP PLC
-$62.4K
6,998
-10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$61.3K
2,888
-23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$60.2K
17,780
-25%
增持
—
TRANE TECHNOLOGIES PLC
+$59.9K
995
+0%
增持
MSFT
MICROSOFT CORP
+$58.9K
17,479
+5%
减持
NKE
NIKE INC
+$58.1K
8,006
-7%
减持
DE
DEERE & CO
+$54.0K
1,633
-3%
减持
VBK
VANGUARD INDEX FDS
+$53.6K
6,302
-3%
增持
CVX
CHEVRON CORP NEW
+$53.2K
20,115
+8%
增持
PM
PHILIP MORRIS INTL INC
+$50.3K
2,495
+0%
减持
ROL
ROLLINS INC
+$48.7K
30,981
-0%
减持
HDB
HDFC BANK LTD
-$48.7K
9,340
-5%
减持
TJX
TJX COS INC NEW
+$47.9K
22,926
-5%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$46.9K
33,194
+0%
减持
EMR
EMERSON ELEC CO
-$45.8K
7,505
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$45.6K
4,766
-3%
减持
IVW
ISHARES TR
+$44.5K
16,309
-1%
增持
GPC
GENUINE PARTS CO
+$43.0K
14,130
+1%
增持
SPMD
SPDR SER TR
+$42.8K
11,614
+1%
建仓
SCHH
SCHWAB STRATEGIC TR
+$42.2K
1,823
减持
DUK
DUKE ENERGY CORP NEW
+$41.0K
5,318
-7%
减持
IJK
ISHARES TR
+$40.7K
14,369
-1%
减持
FAST
FASTENAL CO
-$39.4K
4,568
-22%
减持
TD
TORONTO DOMINION BK ONT
-$37.9K
9,741
-18%
减持
NGG
NATIONAL GRID PLC
+$37.7K
5,135
-9%
增持
MRNA
MODERNA INC
-$37.2K
5,292
+61%
减持
VO
VANGUARD INDEX FDS
+$34.9K
2,007
-2%
