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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 58
减持 77
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
UNILEVER PLC SPON ADR NEW
-$3.3M
0
-100%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$3.2M
49,348
减持
JPST
JPMorgan Ultra-Short Income ETF
-$3.0M
63,494
-48%
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
PYLD
PIMCO Multisector Bond Active ETF
+$2.4M
382,823
+32%
减持
USFR
WisdomTree Floating Rate Treasury ETF
-$2.4M
272,058
-15%
增持
IVV
iShares Core S&P 500
+$1.8M
34,483
+6%
减持
AAPL
APPLE INC COM
-$1.4M
36,066
-18%
减持
ORCL
ORACLE CORP COM
-$1.4M
12,854
-6%
增持
AGGY
WisdomTree Yield Enhanced US Aggt Bd ETF
+$1.3M
258,394
+14%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
22,144
-6%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.0M
18,309
-5%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$983.9K
29,205
-10%
减持
MSFT
MICROSOFT CORP COM
-$930.4K
15,742
-5%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$768.8K
3,684
+111%
减持
HD
HOME DEPOT INC COM
-$762.3K
10,922
-2%
增持
IGSB
iShares 1-5 Year invmt Grd Corp Bd
+$721.5K
96,102
+17%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$694.4K
67,245
-23%
增持
FLOT
iShares Floating Rate Bond ETF
+$667.4K
186,476
+8%
增持
DXJ
WisdomTree Japan Hedged Equity ETF
+$662.8K
35,913
+2%
减持
MRK
MERCK & CO INC COM
+$639.5K
33,347
-2%
减持
PREF
Principal Spectrum Pref Secs Actv ETF
-$624.0K
208,749
-13%
增持
AMGN
AMGEN INC COM
+$618.6K
12,932
+1%
增持
EMXC
iShares MSCI Emerging Mkts ex China ETF
+$594.6K
102,417
+1%
增持
DGRW
WisdomTree US Quality Dividend Gr ETF
+$576.6K
53,585
+13%
增持
FNDA
Schwab Fundamental U.S. Small Company
+$544.1K
331,598
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$528.5K
25,990
-3%
建仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$515.3K
10,945
减持
SHW
SHERWIN WILLIAMS CO COM
-$458.0K
3,841
-22%
减持
NVDA
NVIDIA CORPORATION COM
-$452.5K
27,589
-8%
增持
GLD
SPDR Gold Shares
+$436.7K
7,930
+4%
减持
OSEA
HARBOR INTERNATIONAL COMPOUNDERS ETF
-$429.2K
417,554
-23%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$422.4K
6,460
+147%
清仓
TREX
TREX CO INC COM
-$376.9K
0
-100%
增持
EPI
WisdomTree India Earnings ETF
+$354.6K
98,058
+4%
减持
KMB
KIMBERLY-CLARK CORP COM
-$339.2K
8,268
-12%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$335.1K
0
-100%
减持
HON
HONEYWELL INTL INC COM
-$328.7K
10,482
-7%
减持
CSCO
CISCO SYS INC COM
+$324.2K
41,718
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$322.2K
87,935
+2%
减持
ABBV
ABBVIE INC COM
-$321.9K
4,470
-23%
增持
JPLD
JPMorgan Limited Duration Bond ETF
+$313.0K
115,551
+6%
减持
AMAT
APPLIED MATLS INC COM
+$310.5K
6,288
-1%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$309.9K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$305.8K
3,954
-48%
增持
DON
WisdomTree US MidCap Dividend ETF
+$303.8K
134,595
+6%
减持
CMI
CUMMINS INC COM
+$302.8K
7,863
-11%
增持
IGLB
iShares 10 Year Invmt Grd Corp Bd
+$300.9K
6,689
+842%
清仓
EFA
ISHARES MSCI EAFE ETF
-$299.4K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$281.5K
0
-100%
清仓
EFX
EQUIFAX INC COM
-$277.5K
0
-100%
减持
SPY
SPDR S&P 500 ETF Trust
-$276.4K
10,241
-6%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$276.2K
0
-100%
增持
SCHF
Schwab International Equity
+$275.9K
162,854
+4%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$270.1K
0
-100%
减持
ABT
ABBOTT LABS COM
-$264.8K
16,487
-5%
减持
VDC
Vanguard Consumer Staples ETF
-$264.7K
10,711
-9%
减持
JNJ
JOHNSON & JOHNSON COM
+$259.3K
27,648
-6%
增持
SCHG
Schwab US Large-Cap Growth
+$256.8K
235,257
+1%
减持
GPC
GENUINE PARTS CO COM
-$249.0K
12,361
-3%
减持
META
META PLATFORMS INC CL A
-$228.9K
3,022
-0%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$227.3K
1,005
建仓
DOV
DOVER CORP COM
+$223.3K
1,144
清仓
GIS
GENERAL MLS INC COM
-$222.8K
0
-100%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$221.9K
82,968
+6%
增持
COST
COSTCO WHSL CORP NEW COM
+$219.7K
4,065
+15%
减持
NKE
NIKE INC CL B
-$218.1K
6,672
-28%
增持
—
EXXON MOBIL CORP COM
+$216.5K
20,388
+3%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$209.8K
18,200
-18%
减持
FUTY
Fidelity MSCI Utilities
-$209.8K
55,088
-4%
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$209.4K
0
-100%
增持
SCHA
Schwab US Small-Cap
+$205.6K
7,893
+1047%
增持
ZTS
ZOETIS INC CL A
+$205.0K
10,223
+38%
减持
KVUE
KENVUE INC COM
-$204.3K
111,457
-15%
增持
SLV
ISHARES SILVER TRUST
+$203.9K
8,835
+2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$203.8K
5,171
-5%
减持
APH
AMPHENOL CORP NEW CL A
-$203.4K
13,267
-18%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$199.3K
5,012
-1%
减持
LLY
ELI LILLY & CO COM
+$199.2K
1,210
-16%
增持
IJH
iShares Core S&P Mid-Cap
+$197.7K
87,786
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$194.1K
13,911
-2%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$192.5K
33,715
+2%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$190.4K
13,900
+4%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$188.5K
3,679
-27%
减持
CL
COLGATE PALMOLIVE CO COM
-$185.5K
3,159
-42%
减持
RTX
RTX CORPORATION COM
+$182.7K
18,064
-3%
增持
MRNA
MODERNA INC COM
+$180.6K
15,125
+47%
增持
AMZN
AMAZON COM INC COM
+$179.0K
11,712
+2%
增持
PFE
PFIZER INC COM
+$164.2K
35,471
+26%
减持
PFFD
Global X US Preferred
-$159.8K
74,319
-8%
增持
TSCO
TRACTOR SUPPLY CO COM
-$156.6K
23,337
+0%
减持
EMR
EMERSON ELEC CO COM
-$147.9K
6,288
-16%
减持
TRV
TRAVELERS COMPANIES INC COM
-$147.7K
9,003
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$144.8K
10,992
-4%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET
-$141.6K
14,492
-8%
减持
APD
AIR PRODS & CHEMS INC COM
-$141.5K
4,712
-2%
增持
CIBR
First Trust NASDAQ Cybersecurity
-$134.7K
61,046
+3%
增持
DECK
DECKERS OUTDOOR CORP COM
+$134.1K
6,510
+22%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$124.4K
11,745
-1%
减持
PAYX
PAYCHEX INC COM
-$123.7K
3,519
-14%
减持
NVO
NOVO-NORDISK A S ADR
-$123.2K
24,944
-1%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$122.0K
10,277
-16%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$115.4K
4,256
-17%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$114.3K
7,336
+0%
增持
WMT
WALMART INC COM
+$114.1K
5,434
+14%
减持
CVX
CHEVRON CORP NEW COM
-$109.9K
16,893
-2%
增持
IAU
iShares Gold Trust
+$107.8K
12,816
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$107.8K
1,877
+7%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$103.0K
9,936
+16%
减持
CAT
CATERPILLAR INC COM
-$101.6K
1,580
-25%
减持
PYPL
PAYPAL HLDGS INC COM
-$97.6K
5,835
-11%
减持
—
CHUBB LIMITED COM
+$97.0K
3,896
-2%
减持
IJR
iShares Core S&P Small-Cap
-$96.6K
15,179
-6%
增持
ROST
ROSS STORES INC COM
+$93.9K
3,317
+0%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$92.3K
20,189
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$86.7K
939
-0%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$83.4K
16,455
-20%
增持
DHR
DANAHER CORPORATION COM
+$81.1K
2,590
+0%
增持
FAST
FASTENAL CO COM
-$75.5K
8,645
+0%
增持
IJK
iShares S&P Mid-Cap 400 Growth
+$74.7K
18,421
+3%
增持
C
CITIGROUP INC COM NEW
+$73.2K
4,178
+2%
减持
CNI
CANADIAN NATL RY CO COM
-$73.0K
4,373
-18%
减持
PEP
PEPSICO INC COM
-$72.4K
15,396
-5%
增持
TD
TORONTO DOMINION BK ONT COM NEW
+$72.4K
5,035
+0%
减持
TJX
TJX COS INC NEW COM
+$71.8K
21,328
-4%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$71.6K
1,902
+21%
减持
VTV
Vanguard Value ETF
+$71.1K
31,847
-1%
增持
NFLX
NETFLIX INC COM
-$69.8K
2,810
+911%
减持
T
AT&T INC COM
-$65.5K
13,001
-5%
减持
IOO
ISHARES GLOBAL 100 ETF
-$63.6K
2,569
-21%
减持
SO
SOUTHERN CO COM
-$62.4K
8,185
-0%
减持
AFL
AFLAC INC COM
-$61.4K
35,174
-0%
减持
KO
COCA COLA CO COM
+$59.9K
17,092
-0%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$59.1K
4,112
+0%
减持
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$59.1K
7,365
-20%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$58.9K
15,612
+1%
减持
DNP
DNP SELECT INCOME FD INC COM
-$56.7K
261,676
-2%
减持
MDYG
STATE STREET SPDR S&P 400 MID CAP GROWTH ETF
-$54.8K
5,373
-11%
减持
TM
TOYOTA MOTOR CORP ADS
+$54.1K
7,524
-8%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$52.0K
11,780
-8%
减持
NEE
NEXTERA ENERGY INC COM
-$49.5K
3,457
-20%
增持
AOS
SMITH A O CORP COM
-$49.1K
8,966
+1%
减持
EWA
ISHARES MSCI AUSTRALIA
-$48.7K
18,509
-6%
增持
UBER
UBER TECHNOLOGIES INC COM
-$45.2K
2,900
+1%
增持
SPMD
State Street SPDR Portfolio S&P 400 MidCap ETF
+$44.1K
15,120
+4%
增持
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
+$43.9K
7,295
+6%
增持
AME
AMETEK INC COM
+$41.6K
2,384
+0%
增持
IWO
iShares Russell 2000 Growth
+$41.5K
6,920
+1%
增持
ADI
ANALOG DEVICES INC COM
+$38.4K
1,458
+0%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$38.3K
1,016
-1%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$38.0K
4,119
-4%
