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Gould Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Gould Capital, LLC

报告期 2026-03-31 · CIK 0001908965

持仓数

204

前50大市值合计

$160.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$16.6M

258,902

10.3%

IEI ISHARES 3-7 YEAR TREASURY BOND ETF

ETF

$15.0M

126,530

9.4%

BND VANGUARD TOTAL BOND MARKET ETF

ETF

$14.9M

201,729

9.3%

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

ETF

$8.3M

173,091

5.2%

VWO VANGUARD FTSE EMERGING MARKETS ETF

ETF

$7.1M

131,348

4.4%

GLD SPDR GOLD SHARES

ETF

$5.4M

12,590

3.4%

AAPL APPLE INC COM

Stock

$5.0M

19,658

3.1%

VZ VERIZON COMMUNICATIONS INC COM

Stock

$4.0M

80,088

2.5%

COST COSTCO WHOLESALE CORPORATION COM

Stock

$3.9M

3,960

2.5%

MSFT MICROSOFT CORP COM

Stock

$3.8M

10,194

2.4%

KMI KINDER MORGAN INC DEL COM

Stock

$3.8M

112,078

2.3%

MRK MERCK & CO INC COM

Stock

$3.5M

29,036

2.2%

CAT CATERPILLAR INC COM

Stock

$3.5M

4,919

2.2%

KO COCA COLA CO COM

Stock

$3.4M

44,259

2.1%

UNP UNION PAC CORP COM

Stock

$3.3M

13,803

2.1%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$3.3M

6,869

2.1%

SBUX STARBUCKS CORP COM

Stock

$3.3M

36,394

2.0%

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

ETF

$3.2M

105,351

2.0%

AES AES CORP COM

Stock

$3.2M

228,157

2.0%

AFL AFLAC INC COM

Stock

$3.2M

29,063

2.0%

PSA PUBLIC STORAGE OPER CO COM

REIT

$3.1M

11,292

1.9%

JPM JPMORGAN CHASE & CO COM

Stock

$3.0M

10,195

1.9%

GOOG ALPHABET INC CAP STK CL C

Stock

$2.8M

9,754

1.7%

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF

ETF

$2.4M

31,731

1.5%

NVG NUVEEN AMT FREE MUN CR INC FD COM

CEF

$2.4M

190,833

1.5%

DELL DELL TECHNOLOGIES INC CL C

Stock

$2.0M

12,271

1.3%

NVDA NVIDIA CORPORATION COM

Stock

$2.0M

11,540

1.3%

DVN DEVON ENERGY CORP NEW COM

Stock

$1.9M

38,241

1.2%

PWR QUANTA SVCS INC COM

Stock

$1.9M

3,449

1.2%

AMZN AMAZON COM INC COM

Stock

$1.9M

9,079

1.2%

NFLX NETFLIX INC. COM

Stock

$1.7M

18,052

1.1%

LRCX LAM RESEARCH CORP COM NEW

Stock

$1.7M

7,934

1.1%

GILD GILEAD SCIENCES INC COM

Stock

$1.7M

12,160

1.1%

TMUS T-MOBILE US INC COM

Stock

$1.6M

7,644

1.0%

META META PLATFORMS INC CL A

Stock

$1.5M

2,641

0.9%

V VISA INC COM CL A

Stock

$1.4M

4,710

0.9%

RMBS RAMBUS INC DEL COM

Stock

$1.4M

15,760

0.8%

APO APOLLO GLOBAL MGMT INC COM

Stock

$1.2M

10,674

0.7%

VEEV VEEVA SYS INC CL A COM

Stock

$1.2M

6,580

0.7%

RKT ROCKET COS INC COM CL A

Stock

$1.1M

78,751

0.7%

IBIT ISHARES BITCOIN TRUST ETF

ETF

$993.0K

25,847

0.6%

NZF NUVEEN MUN CR INCOME FD COM SH BEN INT

CEF

$847.6K

69,591

0.5%

BNDW VANGUARD TOTAL WORLD BOND ETF

ETF

$652.2K

9,542

0.4%

COLB COLUMBIA BKG SYS INC COM

Stock

$636.5K

23,204

0.4%

IAU ISHARES GOLD TRUST

ETF

$383.5K

4,350

0.2%

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

ETF

$333.1K

3,764

0.2%

NAD NUVEEN QUALITY MUNCP INCOME FD COM

CEF

$329.9K

28,689

0.2%

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF

ETF

$301.2K

3,906

0.2%

GOOGL ALPHABET INC CAP STK CL A

Stock

$239.3K

832

0.1%

ESGD ISHARES ESG AWARE MSCI EAFE ETF

ETF

$180.4K

1,887

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

VEA10.3%IEI9.4%BND9.3%BNDX5.2%VWO4.4%GLD3.4%