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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 66
减持 68
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHF
SCHWAB INTERNATIONAL EQUITY
+$2.8M
269,930
+66%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$2.7M
67,886
+520%
减持
JPLD
JPMORGAN LIMITED DURATION BOND ETF
-$2.4M
70,483
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。
-39%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$2.2M
143,506
-23%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$2.1M
471,280
+23%
增持
MSFT
MICROSOFT CORP COM
-$1.5M
16,518
+5%
减持
OSEA
HARBOR INTERNATIONAL COMPOUNDERS ETF
-$1.5M
385,807
-8%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.1M
34,438
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$997.2K
20,747
-6%
减持
JNJ
JOHNSON & JOHNSON COM
+$979.8K
27,416
-1%
增持
CVX
CHEVRON CORPORATION COM
+$943.9K
17,007
+1%
减持
—
EXXON MOBIL CORP COM
+$933.8K
19,966
-2%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$849.2K
10,801
+47%
减持
AAPL
APPLE INC COM
-$784.6K
35,543
-1%
增持
VDC
VANGUARD CONSUMER STAPLES
+$718.7K
13,275
+24%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$691.2K
96,512
+10%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$666.3K
27,470
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$649.6K
11,673
-1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$646.8K
241,225
+3%
增持
ORCL
ORACLE CORP COM
-$611.1K
12,877
+0%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$605.9K
4,126
+2%
增持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$598.8K
36,424
+1%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$592.8K
51,756
-18%
建仓
KDP
KEURIG DR PEPPER INC COM
+$586.9K
22,290
减持
GOOGL
ALPHABET INC CAP STK CL A
-$576.2K
17,925
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
+$575.4K
5,090
-2%
减持
ABT
ABBOTT LABORATORIES COM
-$574.7K
14,522
-12%
增持
VTV
VANGUARD VALUE
+$498.5K
33,542
+5%
减持
JPM
JPMORGAN CHASE & CO COM
-$480.9K
12,685
-3%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$480.3K
60,023
+12%
减持
CMI
CUMMINS INC COM
-$478.3K
6,571
-16%
减持
MRK
MERCK & CO INC COM
+$425.7K
32,719
-2%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$420.4K
16,302
+64%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY
-$408.4K
63,068
+3%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$398.7K
99,703
-3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$373.0K
9,317
-0%
减持
NVO
NOVO-NORDISK A S ADR
-$365.1K
24,599
-1%
增持
GLD
SPDR GOLD SHARES
+$356.8K
8,133
+3%
清仓
PYPL
PAYPAL HLDGS INC COM
-$340.6K
0
-100%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$339.3K
10,217
-0%
减持
NVDA
NVIDIA CORPORATION COM
-$337.2K
27,570
-0%
增持
HON
HONEYWELL INTL INC COM
+$336.8K
10,537
+1%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$331.5K
58,360
-21%
增持
MRNA
MODERNA INC COM
+$323.1K
15,140
+0%
减持
AMAT
APPLIED MATLS INC COM
+$321.4K
5,668
-10%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$318.3K
4,230
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$313.2K
5,186
-14%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$302.9K
4,231
-1%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$294.3K
137,789
+2%
减持
AMGN
AMGEN INC COM
+$287.9K
12,848
-1%
增持
SYK
STRYKER CORPORATION COM
+$261.8K
1,670
+104%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX
+$256.9K
55,846
+1%
建仓
TREX
TREX INC COM
+$252.2K
6,925
建仓
VKTX
VIKING THERAPEUTICS INC COM
+$250.6K
7,700
建仓
BJ
BJS WHSL CLUB HLDGS INC COM
+$250.0K
2,540
增持
IGSB
ISHARES 1-5 YEAR INVMT GRD CORP BD
+$249.7K
101,438
+6%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$248.1K
88,713
+7%
增持
AMZN
AMAZON COM INC COM
-$244.1K
11,808
+1%
建仓
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$243.4K
1,660
清仓
UBER
UBER TECHNOLOGIES INC COM
-$237.0K
0
-100%
清仓
FDX
FEDEX CORP COM
-$232.0K
0
-100%
清仓
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$226.3K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$216.5K
248
清仓
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$212.3K
0
-100%
减持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY
+$211.4K
328,713
-1%
增持
APD
AIR PRODUCTS AND CHEMICALS INC COM
+$210.4K
4,731
+0%
建仓
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$209.9K
2,195
建仓
WM
WASTE MGMT INC DEL COM
+$209.1K
910
减持
APH
AMPHENOL CORP CL A
-$198.3K
12,620
-5%
减持
ROL
ROLLINS INC COM
-$193.2K
25,546
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$184.2K
7,104
-0%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$184.1K
62,594
-7%
减持
INDA
ISHARES MSCI INDIA ETF
-$183.2K
14,162
-10%
增持
COP
CONOCOPHILLIPS COM
+$183.0K
2,938
+34%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
-$182.0K
9,345
-15%
减持
PREF
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
-$175.3K
202,206
-3%
增持
LLY
ELI LILLY & CO COM
-$175.2K
1,223
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$175.2K
15,464
-1%
减持
PEP
PEPSICO INC COM
+$172.8K
15,342
-0%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$169.6K
12,884
-4%
增持
SNA
SNAP ON INC COM
+$169.4K
8,734
+0%
减持
HDB
HDFC BANK LTD SPONSORED ADS
-$166.1K
10,435
-10%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$163.7K
5,539
+11%
增持
GPC
GENUINE PARTS CO COM
-$163.5K
12,827
+4%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$160.9K
22,285
+9%
增持
HD
HOME DEPOT INC COM
-$155.6K
10,954
+0%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$150.8K
10,887
+6%
增持
EPI
WISDOMTREE INDIA EARNINGS FUND
-$141.7K
107,774
+10%
增持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
+$125.5K
264,850
+2%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$122.6K
2,004
+99%
减持
KVUE
KENVUE INC COM
-$114.8K
104,863
-6%
减持
SLV
ISHARES SILVER TRUST
-$114.0K
6,680
-24%
增持
KO
COCA COLA CO COM
+$112.5K
17,192
+1%
增持
DNP
DNP SELECT INCOME FD INC COM
+$110.7K
264,547
+1%
增持
TSCO
TRACTOR SUPPLY CO COM
-$107.7K
23,387
+0%
减持
ROST
ROSS STORES INC COM
+$106.2K
3,248
-2%
增持
MCD
MCDONALDS CORP COM
+$105.8K
5,706
+5%
减持
MA
MASTERCARD INCORPORATED CL A
-$104.4K
1,306
-2%
增持
DHR
DANAHER CORP DEL COM
-$99.5K
2,602
+0%
增持
META
META PLATFORMS INC CL A
-$98.1K
3,315
+10%
增持
CHD
CHURCH & DWIGHT CO INC COM
+$97.8K
8,267
+3%
减持
IJH
ISHARES CORE S&P MID-CAP
+$96.0K
87,218
-1%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$91.5K
270,133
-1%
增持
IAU
ISHARES GOLD TRUST
+$90.2K
12,823
+0%
减持
BX
BLACKSTONE INC COM
-$89.7K
1,740
-7%
增持
IWO
ISHARES RUSSELL 2000 GROWTH
+$87.9K
7,402
+7%
减持
TM
TOYOTA MOTOR CORP ADS
-$87.8K
7,389
-2%
建仓
KYTX
KYVERNA THERAPEUTICS INC COM
+$86.3K
10,000
增持
WMT
WALMART INC COM
+$85.9K
5,563
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$85.0K
20,439
+1%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$82.3K
14,551
+0%
减持
NKE
NIKE INC CL B
-$81.5K
6,504
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$81.1K
942
+0%
增持
IJR
ISHARES CORE S&P SMALL-CAP
+$78.9K
15,310
+1%
增持
SO
SOUTHERN CO COM
+$76.8K
8,191
+0%
增持
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
+$74.9K
16,052
+6%
减持
UNP
UNION PAC CORP COM
-$74.5K
1,323
-23%
减持
VOO
VANGUARD S&P 500 ETF
-$73.2K
1,848
-2%
减持
RTX
RTX CORPORATION COM
+$71.3K
17,544
-3%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH
+$71.2K
18,444
+0%
减持
BAC
BANK AMERICA CORP COM
-$70.6K
8,761
-3%
增持
ADI
ANALOG DEVICES INC COM
+$69.4K
1,461
+0%
减持
VLO
VALERO ENERGY CORP COM
+$65.3K
1,082
-13%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$65.0K
1,463
+5%
减持
MCO
MOODYS CORP COM
-$61.8K
794
-1%
减持
AXP
AMERICAN EXPRESS CO COM
-$61.5K
868
-1%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$61.5K
4,128
+0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$60.1K
661
-9%
增持
INTC
INTEL CORP COM
+$59.1K
6,565
+5%
增持
—
CHUBB LTD SWITZ COM
+$57.1K
3,907
+0%
减持
DIS
DISNEY WALT CO COM
-$57.0K
3,178
-0%
增持
ZS
ZSCALER INC COM
-$56.9K
2,785
+40%
增持
V
VISA INC COM CL A
-$56.1K
1,293
+1%
增持
FAST
FASTENAL CO COM
+$54.9K
8,660
+0%
增持
T
AT&T INC COM
+$54.2K
13,011
+0%
建仓
CABA
CABALETTA BIO INC COM
+$53.8K
20,000
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$53.6K
19,683
-5%
减持
GD
GENERAL DYNAMICS CORP COM
-$52.7K
7,063
-4%
减持
ABBV
ABBVIE INC COM
-$52.4K
4,455
-0%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$51.8K
3,689
+0%
减持
TXN
TEXAS INSTRS INC COM
+$49.0K
2,525
-1%
减持
SMIN
ISHARES MSCI INDIA SMALL CAP ETF
-$46.0K
3,400
-5%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY
-$44.2K
488
-4%
减持
AFL
AFLAC INC COM
-$44.2K
34,951
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$44.2K
1,899
+34%
减持
AVGO
BROADCOM INC COM
-$43.6K
1,004
-2%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$43.0K
2,384
-15%
减持
TJX
TJX COS INC NEW COM
+$42.2K
20,779
-3%
减持
HIG
HARTFORD INSURANCE GROUP INC COM
-$41.0K
3,625
-6%
增持
—
LINDE PLC SHS
+$39.2K
486
+3%
