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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 63
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$7.9M
146,538
-75%
增持
OSEA
HARBOR INTERNATIONAL COMPOUNDERS ETF
+$6.3M
324,778
+264%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE ETF
+$3.6M
191,199
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。
+256%
减持
IVV
ISHARES CORE S&P 500 ETF
-$3.5M
31,995
-12%
增持
PREF
PRINCIPAL SPECTRUM PREF SECS ACTV ETF
+$2.4M
193,168
+194%
减持
IGLB
ISHARES 10 YEAR INVMT GRD CORP BD ETF
-$2.3M
1,530
-97%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$2.0M
61,708
+164%
增持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY ETF
+$2.0M
30,096
+144%
减持
PFFD
GLOBAL X US PREFERRED ETF
-$1.8M
116,167
-44%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$1.7M
54,904
-38%
增持
AAPL
APPLE INC COM
-$1.3M
46,667
+0%
增持
FNDA
SCHWAB FUNDAMENTAL US SMALL COMPANY ETF
+$1.2M
288,368
+28%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$1.1M
226,041
-7%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$1.1M
11,896
+65%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY ETF
-$1.1M
246,829
-8%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$900.5K
2,474
-73%
减持
MSFT
MICROSOFT CORP COM
-$827.1K
17,520
-0%
增持
NVDA
NVIDIA CORPORATION COM
-$705.0K
32,611
+3%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$704.1K
5,238
-48%
增持
JNJ
JOHNSON & JOHNSON COM
+$684.2K
30,795
+1%
减持
SPY
SPDR S&P 500 ETF TRUST
-$661.1K
11,129
-5%
减持
AMGN
AMGEN INC COM
+$659.7K
12,975
-0%
建仓
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
+$647.2K
12,765
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$637.4K
6,993
增持
GOOG
ALPHABET INC CAP STK CL C
-$601.4K
18,150
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$591.5K
14,092
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$579.3K
6,454
+2%
减持
ORCL
ORACLE CORP COM
-$536.8K
17,161
-3%
减持
MRK
MERCK & CO INC COM
-$491.2K
38,188
-3%
增持
KVUE
KENVUE INC COM
+$475.3K
152,765
+2%
增持
CVX
CHEVRON CORP NEW COM
+$459.3K
19,634
+1%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GR ETF
+$456.0K
34,889
+21%
清仓
DOW
DOW INC
-$453.1K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$431.6K
86,890
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$431.3K
2,185
-4%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$410.4K
8,100
-62%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$399.5K
26,465
+42%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$396.1K
14,110
-14%
清仓
SJM
SMUCKER J M CO
-$394.9K
0
-100%
减持
HD
HOME DEPOT INC COM
-$377.9K
11,037
-3%
增持
TRV
TRAVELERS COMPANIES INC COM
+$376.5K
10,728
+5%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$371.0K
142,942
-5%
增持
GLD
SPDR GOLD SHARES
+$369.4K
8,020
+0%
增持
NVO
NOVO-NORDISK A S ADR
-$348.9K
25,194
+3%
清仓
DECK
DECKERS OUTDOOR CORP
-$337.7K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$332.3K
594
-89%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$331.3K
6,385
-8%
增持
RTX
RTX CORPORATION COM
+$323.1K
18,668
+0%
增持
AFL
AFLAC INC COM
+$321.2K
36,845
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$316.1K
13,388
-2%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$313.0K
35,463
+29%
增持
CMI
CUMMINS INC COM
-$312.1K
8,898
+0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$308.8K
6,323
-2%
减持
ABT
ABBOTT LABS COM
+$299.4K
17,756
-2%
减持
PFE
PFIZER INC COM
-$290.1K
51,780
-14%
减持
GIS
GENERAL MLS INC COM
-$279.3K
14,210
-20%
减持
DNP
DNP SELECT INCOME FD INC COM
+$277.3K
273,651
-1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$270.7K
16,139
-5%
增持
—
EXXON MOBIL CORP COM
+$270.0K
22,319
+1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$261.9K
0
-100%
增持
AMZN
AMAZON COM INC COM
-$258.3K
11,165
+3%
增持
FUTY
FIDELITY MSCI UTILITIES ETF
+$247.3K
54,301
+5%
减持
EMXC
ISHARES MSCI EMERGING MKTS EX CHINA ETF
-$246.2K
100,674
-4%
清仓
CRM
SALESFORCE INC
-$241.8K
0
-100%
清仓
SNPE
DBX ETF TR
-$239.7K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$235.7K
0
-100%
增持
—
CHUBB LIMITED COM
+$234.2K
3,976
+14%
清仓
FDX
FEDEX CORP
-$229.1K
0
-100%
建仓
—
LINDE PLC SHS
+$224.7K
483
增持
MCD
MCDONALDS CORP COM
+$221.5K
8,230
+2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$220.5K
83,579
-11%
减持
BDX
BECTON DICKINSON & CO COM
-$214.5K
3,838
-20%
清仓
PFFV
GLOBAL X FDS
-$212.6K
0
-100%
减持
ROL
ROLLINS INC COM
+$211.5K
29,561
-1%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$210.6K
2,890
减持
DON
WISDOMTREE US MIDCAP DIVIDEND ETF
-$209.2K
109,507
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$208.3K
5,552
+1%
清仓
BLK
BLACKROCK INC
-$207.1K
0
-100%
清仓
QUAL
ISHARES TR
-$206.4K
0
-100%
减持
OMC
OMNICOM GROUP INC COM
-$200.9K
6,402
-25%
减持
ABBV
ABBVIE INC COM
+$195.3K
6,788
-2%
减持
MRNA
MODERNA INC COM
-$192.8K
8,310
-19%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$190.8K
6,203
+28%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$189.8K
10,119
+5%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$183.2K
16,679
-34%
减持
JPM
JPMORGAN CHASE & CO. COM
-$173.9K
14,163
-7%
减持
KO
COCA COLA CO COM
+$173.6K
18,882
-0%
增持
EPI
WISDOMTREE INDIA EARNINGS ETF
+$155.6K
92,537
+8%
减持
VGK
VANGUARD FTSE EUROPE ETF
+$153.9K
32,977
-3%
减持
EWA
ISHARES MSCI AUSTRALIA ETF
-$151.4K
36,714
-13%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$141.1K
15,668
-0%
增持
AGGY
WISDOMTREE YIELD ENHANCED US AGGT BD ETF
+$129.4K
206,842
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$127.7K
1,122
-12%
减持
VOO
VANGUARD S&P 500 ETF
-$126.2K
2,634
-4%
增持
APH
AMPHENOL CORP NEW CL A
+$124.6K
21,282
+16%
减持
ROP
ROPER TECHNOLOGIES INC COM
+$122.1K
1,757
-0%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$121.0K
19,744
+5%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$119.8K
4,285
增持
SO
SOUTHERN CO COM
+$115.5K
11,644
+0%
增持
KMB
KIMBERLY-CLARK CORP COM
+$111.4K
9,911
+0%
减持
IAU
ISHARES GOLD TRUST
+$110.3K
11,670
-0%
增持
AMAT
APPLIED MATLS INC COM
-$109.8K
6,603
+1%
减持
—
UNILEVER PLC SPON ADR NEW
+$109.7K
55,981
-2%
增持
DE
DEERE & CO COM
+$106.9K
2,220
+1%
增持
PYPL
PAYPAL HLDGS INC COM
-$104.9K
8,020
+9%
增持
EMR
EMERSON ELEC CO COM
-$102.2K
7,473
+1%
增持
T
AT&T INC COM
+$99.8K
13,796
+8%
增持
VKTX
VIKING THERAPEUTICS INC COM
-$97.3K
8,317
+12%
增持
TJX
TJX COS INC NEW COM
+$93.7K
23,359
+3%
减持
SNA
SNAP ON INC COM
-$92.4K
8,729
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$92.4K
5,635
-25%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$90.8K
31,764
-7%
增持
LLY
ELI LILLY & CO COM
+$89.8K
876
+7%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$89.6K
73,509
-5%
减持
MA
MASTERCARD INCORPORATED CL A
-$84.4K
1,409
-13%
增持
C
CITIGROUP INC COM NEW
+$83.7K
4,080
+39%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$82.4K
12,860
+0%
增持
SBUX
STARBUCKS CORP COM
+$81.9K
11,204
+1%
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$81.4K
1,038
建仓
GXC
SPDR S&P CHINA ETF
+$80.5K
936
减持
ROST
ROSS STORES INC COM
-$79.8K
3,278
-1%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$75.4K
102,853
-0%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$75.1K
1,391
增持
GD
GENERAL DYNAMICS CORP COM
+$73.9K
7,647
+0%
减持
CNI
CANADIAN NATL RY CO COM
-$71.9K
5,335
-8%
增持
NKE
NIKE INC CL B
+$70.5K
8,549
+37%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$68.5K
4,684
+9%
减持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
-$67.7K
7,463
-2%
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$67.2K
5,074
-27%
减持
DHR
DANAHER CORPORATION COM
-$66.4K
2,680
-0%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$66.2K
52,165
+3%
减持
PAYX
PAYCHEX INC COM
+$64.8K
4,989
-1%
减持
VUG
VANGUARD GROWTH ETF
-$64.4K
642
-13%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$64.3K
5,238
-2%
增持
BX
BLACKSTONE INC COM
-$63.4K
2,027
+1%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$63.3K
16,646
+2%
增持
HON
HONEYWELL INTL INC COM
-$63.1K
11,222
+4%
增持
ZS
ZSCALER INC COM
+$57.6K
2,395
+3%
减持
ELV
ELEVANCE HEALTH INC COM
+$54.7K
880
-1%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$53.8K
81,572
-0%
增持
TSCO
TRACTOR SUPPLY CO COM
+$52.4K
23,748
+0%
增持
CAT
CATERPILLAR INC COM
-$51.6K
2,117
+2%
建仓
BIV
VANGUARD INTERM-TERM BOND ETF
+$50.7K
663
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$49.4K
832
-4%
减持
HIG
HARTFORD INSURANCE GROUP INC COM
+$48.6K
3,759
-1%
增持
V
VISA INC COM CL A
+$47.8K
1,270
+1%
增持
PG
PROCTER AND GAMBLE CO COM
+$45.6K
14,536
+0%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$45.1K
25,310
+2%
增持
CWI
SPDR MSCI ACWI EX-US ETF
+$44.3K
18,086
+3%
增持
GWW
GRAINGER W W INC COM
-$43.9K
713
+1%
