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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 62
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
OSEA
HARBOR INTERNATIONAL COMPOUNDERS ETF
+$2.2M
371,137
+14%
减持
MSFT
MICROSOFT CORP COM
+$2.1M
17,456
-0%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.9M
260,056
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。
+36%
减持
NVDA
NVIDIA CORPORATION COM
+$1.6M
32,351
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.4M
35,579
+0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.3M
81,307
+48%
减持
ORCL
ORACLE CORP COM
+$1.3M
17,098
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.3M
23,050
+27%
减持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
31,016
-3%
减持
AAPL
APPLE INC COM
-$1.1M
44,966
-4%
增持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$1.0M
81,329
+32%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$996.5K
310,459
+8%
减持
MCD
MCDONALDS CORP COM
-$954.8K
5,531
-33%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$874.5K
55,053
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$856.1K
17,223
+22%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$752.9K
9,965
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$749.6K
123,149
+12%
增持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$710.8K
35,239
+17%
建仓
AOS
SMITH A O CORP COM
+$685.5K
10,455
增持
PREF
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
+$642.3K
224,275
+16%
增持
JPM
JPMORGAN CHASE & CO. COM
+$638.0K
14,184
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$621.9K
11,082
-0%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$616.4K
97,601
-3%
减持
MRK
MERCK & CO INC COM
-$606.2K
35,644
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$603.7K
13,341
-0%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$578.1K
40,186
+15%
建仓
DECK
DECKERS OUTDOOR CORP COM
+$542.7K
5,265
减持
CVX
CHEVRON CORP NEW COM
-$518.4K
19,318
-2%
减持
PEP
PEPSICO INC COM
-$511.8K
16,237
-8%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$509.1K
9,524
-6%
建仓
TREX
TREX CO INC COM
+$505.2K
9,290
减持
APH
AMPHENOL CORP NEW CL A
+$463.8K
18,832
-12%
增持
KVUE
KENVUE INC COM
-$463.8K
152,869
+0%
增持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$461.0K
135,355
+17%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$460.1K
29,625
+1256%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$459.3K
11,550
-11%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$446.6K
22,924
-28%
增持
AMZN
AMAZON COM INC COM
+$441.1K
11,693
+5%
减持
AMGN
AMGEN INC COM
-$429.3K
12,940
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$423.9K
30,659
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$420.0K
6,570
+17%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$407.8K
4,332
-32%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$407.5K
81,668
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$397.8K
6,257
-3%
建仓
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
+$387.9K
7,015
减持
VOO
VANGUARD S&P 500 ETF
-$385.2K
1,705
-35%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$383.1K
207,794
-8%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$363.0K
1,057
建仓
GNRC
GENERAC HLDGS INC COM
+$360.9K
2,520
减持
AFL
AFLAC INC COM
-$358.5K
35,447
-4%
增持
EPI
WISDOMTREE INDIA EARNINGS FUND
+$351.4K
92,611
+0%
增持
CSCO
CISCO SYS INC COM
+$312.2K
40,056
+0%
建仓
ADBE
ADOBE INC COM
+$312.2K
807
减持
BDX
BECTON DICKINSON & CO COM
-$302.3K
3,349
-13%
增持
SCHH
SCHWAB US REIT ETF
+$298.7K
12,104
+516%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$279.3K
93,918
-9%
减持
META
META PLATFORMS INC CL A
+$277.2K
3,172
-11%
建仓
AVGO
BROADCOM INC COM
+$276.5K
1,003
增持
SWK
STANLEY BLACK & DECKER INC COM
+$272.8K
8,269
+121%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$259.3K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$257.9K
7,303
+4%
增持
RTX
RTX CORPORATION COM
+$253.8K
18,673
+0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$251.7K
5,555
-12%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$249.4K
15,475
-1%
建仓
FDX
FEDEX CORP COM
+$247.9K
1,090
增持
HON
HONEYWELL INTL INC COM
+$246.2K
11,261
+0%
清仓
COP
CONOCOPHILLIPS COM
-$244.2K
0
-100%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$243.5K
1,332
清仓
TRP
TC ENERGY CORP COM
-$242.0K
0
-100%
建仓
GE
GE AEROSPACE COM NEW
+$239.4K
930
增持
IVE
ISHARES S&P 500 VALUE ETF
+$232.8K
13,334
+7%
减持
VGK
VANGUARD FTSE EUROPE ETF
+$232.2K
32,871
-0%
建仓
BLK
BLACKROCK INC COM
+$230.8K
220
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$230.2K
300
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$229.4K
16,739
+1%
减持
PFE
PFIZER INC COM
-$228.7K
44,695
-14%
增持
—
EXXON MOBIL CORP COM
-$228.3K
22,505
+1%
清仓
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
-$227.7K
0
-100%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$226.4K
22,000
-17%
增持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
+$220.4K
210,917
+2%
增持
SNA
SNAP ON INC COM
-$216.3K
8,759
+0%
建仓
ULTA
ULTA BEAUTY INC COM
+$213.3K
456
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$204.7K
3,645
建仓
CRM
SALESFORCE INC COM
+$203.5K
746
增持
NKE
NIKE INC CL B
+$198.7K
10,436
+22%
减持
EMR
EMERSON ELEC CO COM
+$176.5K
7,469
-0%
减持
PG
PROCTER AND GAMBLE CO COM
-$172.1K
14,468
-0%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$170.9K
84,207
+3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$164.0K
138,578
-5%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$162.1K
5,254
-5%
减持
NVO
NOVO-NORDISK A S ADR
-$161.4K
23,009
-9%
增持
ABBV
ABBVIE INC COM
-$159.9K
6,801
+0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$156.2K
2,410
+306%
减持
OMC
OMNICOM GROUP INC COM
-$154.3K
5,233
-18%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$152.3K
4,198
-20%
减持
GIS
GENERAL MLS INC COM
-$152.0K
13,465
-5%
增持
GD
GENERAL DYNAMICS CORP COM
+$150.4K
7,663
+0%
减持
KMB
KIMBERLY-CLARK CORP COM
-$148.8K
9,779
-1%
减持
KO
COCA COLA CO COM
-$144.8K
17,067
-10%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$143.9K
24,490
+472%
减持
ZTS
ZOETIS INC CL A
-$140.7K
8,006
-5%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$140.4K
1,479
+224%
增持
CAT
CATERPILLAR INC COM
+$133.8K
2,143
+1%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$131.2K
13,683
-3%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$131.0K
1,068
+7%
减持
EWA
ISHARES MSCI AUSTRALIA ETF
-$129.3K
27,784
-24%
增持
CMI
CUMMINS INC COM
+$127.6K
8,905
+0%
增持
LLY
ELI LILLY & CO COM
+$126.3K
1,090
+24%
增持
IAU
ISHARES GOLD TRUST
+$121.6K
12,984
+11%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$119.9K
145,375
+2%
增持
—
UNILEVER PLC SPON ADR NEW
+$119.2K
56,447
+1%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$115.8K
14,109
+11%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$112.0K
249,153
+1%
增持
CHD
CHURCH & DWIGHT CO INC COM
-$107.6K
7,728
+0%
增持
FUTY
FIDELITY MSCI UTILITIES ETF
+$107.2K
54,636
+1%
减持
GLD
SPDR GOLD SHARES
+$105.3K
7,927
-1%
减持
CWI
SPDR MSCI ACWI EX-US ETF
-$100.6K
13,301
-26%
增持
HD
HOME DEPOT INC COM
+$96.7K
11,296
+2%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$93.8K
12,587
-25%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$93.8K
5,873
-5%
减持
TXN
TEXAS INSTRS INC COM
+$87.0K
3,330
-1%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$84.4K
418
+8%
增持
PYPL
PAYPAL HLDGS INC COM
+$83.1K
8,160
+2%
减持
TSCO
TRACTOR SUPPLY CO COM
-$81.7K
23,248
-2%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$81.5K
12,885
+0%
减持
DE
DEERE & CO COM
+$81.4K
2,209
-0%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$81.0K
83,054
-4%
减持
CL
COLGATE PALMOLIVE CO COM
-$81.0K
5,440
-11%
减持
PM
PHILIP MORRIS INTL INC COM
-$77.5K
1,253
-35%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$73.5K
75,040
+2%
减持
TD
TORONTO DOMINION BK ONT COM NEW
+$67.9K
5,065
-0%
增持
WMT
WALMART INC COM
+$67.3K
4,860
+5%
减持
TJX
TJX COS INC NEW COM
-$67.3K
22,494
-4%
增持
C
CITIGROUP INC COM NEW
+$67.1K
4,191
+3%
增持
BAC
BANK AMERICA CORP COM
+$66.4K
9,253
+4%
增持
AXP
AMERICAN EXPRESS CO COM
+$66.1K
903
+9%
减持
SO
SOUTHERN CO COM
-$65.2K
10,949
-6%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$63.2K
16,021
-1%
减持
DIS
DISNEY WALT CO COM
+$63.0K
3,173
-5%
减持
PAYX
PAYCHEX INC COM
-$62.2K
4,864
-3%
减持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
-$61.1K
6,123
-18%
减持
UBER
UBER TECHNOLOGIES INC COM
+$58.1K
2,880
-0%
建仓
ARMP
ARMATA PHARMACEUTICALS INC COM
+$57.0K
30,000
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$55.3K
4,710
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$54.1K
1,405
+3%
减持
DNP
DNP SELECT INCOME FD INC COM
-$53.6K
270,974
-1%
减持
—
CHUBB LIMITED COM
-$53.0K
3,962
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$51.6K
2,448
+434%
增持
GPC
GENUINE PARTS CO COM
+$50.8K
12,720
+2%
清仓
BIV
VANGUARD INTERM-TERM BOND ETF
-$50.7K
0
-100%
