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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 66
减持 58
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
OSEA
HARBOR ETF TRUST
+$2.3M
89,320
增持
SCHF
SCHWAB STRATEGIC TR
-$2.3M
581,589
+84%
减持
PFE
PFIZER INC
-$1.5M
60,393
-43%
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。
建仓
PYLD
PIMCO ETF TR
+$1.4M
53,783
减持
DOW
DOW INC
-$1.4M
11,291
-66%
增持
IVV
ISHARES TR
+$1.3M
36,483
+4%
减持
IGLB
ISHARES TR
-$1.3M
47,203
-30%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$1.2M
65,795
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$1.2M
23,362
增持
FNDA
SCHWAB STRATEGIC TR
+$1.1M
225,961
+140%
增持
DXJ
WISDOMTREE TR
+$1.1M
12,335
+328%
增持
AGGY
WISDOMTREE TR
+$947.1K
206,284
+17%
减持
USFR
WISDOMTREE TR
-$873.0K
268,163
-6%
减持
MRK
MERCK & CO INC
-$828.6K
39,394
-6%
减持
PFFD
GLOBAL X FDS
-$737.3K
206,423
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$737.2K
243,491
+319%
减持
AAPL
APPLE INC
+$730.6K
46,467
-1%
减持
JNJ
JOHNSON & JOHNSON
-$649.0K
30,582
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$645.7K
6,447
-0%
增持
NVO
NOVO-NORDISK A S
+$619.0K
24,394
+96%
增持
AMGN
AMGEN INC
-$566.6K
12,978
+6%
清仓
CVS
CVS HEALTH CORP
-$562.8K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$522.5K
93,451
-1%
减持
GPC
GENUINE PARTS CO
-$510.0K
12,536
-11%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$500.1K
77,000
+22%
增持
SNA
SNAP ON INC
+$458.7K
8,937
+1%
增持
GOOG
ALPHABET INC
+$435.0K
18,047
+1%
增持
DGRO
ISHARES TR
+$429.8K
24,756
+43%
清仓
BHP
BHP GROUP LTD
-$427.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$422.4K
15,218
-1%
增持
—
UNILEVER PLC
-$414.5K
56,860
+2%
增持
HON
HONEYWELL INTL INC
+$413.1K
10,799
+10%
增持
FLOT
ISHARES TR
+$411.0K
150,711
+6%
增持
EPI
WISDOMTREE TR
+$401.2K
85,910
+24%
增持
GOOGL
ALPHABET INC
+$397.3K
14,636
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$392.0K
10,152
-17%
增持
TIP
ISHARES TR
+$392.0K
3,758
+4845%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$377.8K
34,054
-5%
减持
IEFA
ISHARES TR
-$375.8K
5,367
-44%
减持
NVDA
NVIDIA CORPORATION
+$371.3K
31,568
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$367.8K
25,085
+27%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$363.1K
50,751
+5%
减持
DNP
DNP SELECT INCOME FD INC
-$361.0K
275,405
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$343.1K
88,594
+9%
增持
SCHE
SCHWAB STRATEGIC TR
+$341.8K
12,920
+16679%
减持
AFL
AFLAC INC
-$328.4K
36,500
-1%
清仓
INTC
INTEL CORP
-$318.4K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$315.8K
0
-100%
增持
FLRN
SPDR SER TR
+$298.7K
21,480
+83%
清仓
TIPZ
PIMCO ETF TR
-$294.9K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
-$292.5K
7,630
+0%
减持
ZTS
ZOETIS INC
-$283.5K
8,425
-1%
减持
EWA
ISHARES INC
-$280.2K
42,415
-11%
建仓
MDLZ
MONDELEZ INTL INC
+$277.5K
4,646
增持
PEP
PEPSICO INC
-$275.7K
17,595
+1%
增持
DON
WISDOMTREE TR
+$268.5K
110,496
+5%
增持
QQQ
INVESCO QQQ TR
+$262.7K
9,652
+1%
增持
VBK
VANGUARD INDEX FDS
+$253.9K
6,923
+10%
增持
DE
DEERE & CO
+$253.3K
2,206
+35%
增持
AMAT
APPLIED MATLS INC
-$253.1K
6,567
+0%
减持
AMZN
AMAZON COM INC
+$250.9K
10,859
-5%
增持
EMXC
ISHARES INC
-$248.3K
104,459
+6%
减持
TD
TORONTO DOMINION BK ONT
-$244.9K
6,974
-28%
建仓
CRM
SALESFORCE INC
+$241.8K
723
减持
INDA
ISHARES TR
-$240.0K
16,495
-13%
减持
GNRC
GENERAC HLDGS INC
-$239.4K
1,520
-49%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$237.9K
0
-100%
减持
NKE
NIKE INC
-$235.6K
6,239
-22%
增持
KVUE
KENVUE INC
-$235.2K
149,322
+1%
清仓
—
MEDTRONIC PLC
-$234.1K
0
-100%
建仓
NFLX
NETFLIX INC
+$230.9K
259
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$229.4K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$224.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$221.6K
387
清仓
—
LINDE PLC
-$218.7K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$217.2K
10,728
-2%
增持
—
EXXON MOBIL CORP
+$216.2K
22,165
+20%
清仓
TSLA
TESLA INC
-$209.3K
0
-100%
减持
TFLO
ISHARES TR
-$207.4K
18,650
-18%
建仓
BLK
BLACKROCK INC
+$207.1K
202
建仓
C
CITIGROUP INC
+$205.9K
2,925
减持
CSCO
CISCO SYS INC
+$202.9K
41,211
-2%
增持
IJH
ISHARES TR
+$191.3K
88,294
+4%
减持
ROL
ROLLINS INC
-$181.4K
29,895
-4%
增持
PFF
ISHARES TR
-$177.6K
102,927
+0%
减持
SJM
SMUCKER J M CO
-$177.2K
3,585
-24%
增持
GIS
GENERAL MLS INC
-$173.6K
17,703
+0%
减持
SMIN
ISHARES TR
-$172.3K
4,806
-23%
减持
ELV
ELEVANCE HEALTH INC
-$164.5K
889
-6%
增持
VKTX
VIKING THERAPEUTICS INC
-$153.5K
7,410
+4%
增持
KO
COCA COLA CO
-$147.1K
18,931
+3%
增持
HD
HOME DEPOT INC
-$143.8K
11,370
+1%
减持
CVX
CHEVRON CORP NEW
-$137.1K
19,506
-3%
增持
FUTY
FIDELITY COVINGTON TRUST
-$135.6K
51,659
+1%
增持
ABBV
ABBVIE INC
-$134.7K
6,905
+0%
减持
SBUX
STARBUCKS CORP
-$133.4K
11,146
-6%
减持
ORCL
ORACLE CORP
-$129.5K
17,619
-2%
增持
DHR
DANAHER CORPORATION
-$126.7K
2,682
+0%
减持
SWK
STANLEY BLACK & DECKER INC
-$126.0K
3,675
-4%
增持
OMC
OMNICOM GROUP INC
-$124.5K
8,503
+3%
减持
KMB
KIMBERLY-CLARK CORP
-$123.9K
9,906
-1%
清仓
SCHD
SCHWAB STRATEGIC TR
-$123.6K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
-$119.3K
23,672
+401%
增持
MSFT
MICROSOFT CORP
-$117.1K
17,565
+0%
减持
BDX
BECTON DICKINSON & CO
-$111.8K
4,820
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$111.3K
1,019
-2%
增持
LLY
ELI LILLY & CO
+$111.2K
820
+39%
减持
ROP
ROPER TECHNOLOGIES INC
-$108.9K
1,758
-4%
增持
MCD
MCDONALDS CORP
-$108.5K
8,104
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$103.8K
4,290
-10%
减持
EMR
EMERSON ELEC CO
+$100.7K
7,435
-1%
减持
DECK
DECKERS OUTDOOR CORP
-$97.6K
1,663
-39%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$93.4K
7,510
-58%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$91.6K
13,705
-2%
增持
SO
SOUTHERN CO
-$90.3K
11,603
+0%
增持
CNI
CANADIAN NATL RY CO
-$89.7K
5,830
+0%
清仓
SLYV
SPDR SER TR
-$89.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$87.7K
14,504
-0%
增持
IWO
ISHARES TR
+$87.4K
4,844
+5%
减持
NEE
NEXTERA ENERGY INC
-$86.5K
6,673
-0%
清仓
IEMG
ISHARES INC
-$78.4K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
-$77.9K
6,085
+0%
增持
RTX
RTX CORPORATION
-$75.3K
18,576
+1%
清仓
GXC
SPDR INDEX SHS FDS
-$75.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$74.8K
5,350
-1%
增持
MRNA
MODERNA INC
+$74.7K
10,301
+95%
增持
MKC
MCCORMICK & CO INC
-$74.3K
12,802
+0%
减持
CMI
CUMMINS INC
+$73.9K
8,895
-5%
增持
VTV
VANGUARD INDEX FDS
-$72.9K
36,617
+2%
增持
IGIB
ISHARES TR
-$71.8K
34,149
+0%
减持
—
CHUBB LIMITED
-$71.8K
3,498
-3%
减持
ROST
ROSS STORES INC
-$68.9K
3,296
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$68.4K
6,305
-1%
增持
TXN
TEXAS INSTRS INC
-$62.7K
3,304
+0%
减持
IJR
ISHARES TR
-$61.9K
16,996
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$58.9K
4,827
+0%
增持
V
VISA INC
+$58.0K
1,256
+2%
减持
TJX
TJX COS INC NEW
+$56.7K
22,774
-1%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$56.2K
34,817
+5%
增持
ZS
ZSCALER INC
+$56.1K
2,315
+9%
增持
SPMD
SPDR SER TR
+$55.4K
12,624
+9%
增持
PYPL
PAYPAL HLDGS INC
+$55.0K
7,360
+0%
增持
WMT
WALMART INC
+$53.9K
4,543
+3%
增持
IJK
ISHARES TR
+$52.3K
15,103
+5%
减持
—
ACCENTURE PLC IRELAND
-$52.0K
5,517
-2%
增持
DGRW
WISDOMTREE TR
-$50.8K
28,792
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$49.3K
10,214
-1%
清仓
BIV
VANGUARD BD INDEX FDS
-$49.2K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$46.4K
1,627
-1%
减持
FELV
FIDELITY COVINGTON TRUST
-$45.9K
7,372
-16%
