GOULD ASSET MANAGEMENT LLC /CA/
CLAREMONT CA · SEC CIK 0001091961
$5.76亿2026Q1 申报市值
171持仓数
60.4%前十大占比 · 第一大 25.2%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BNDX 新建仓+$992.69万
STIP 加仓+$646.00万
BWX 加仓+$99.38万
SPY 加仓+$93.06万
VGSH 加仓+$88.91万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$740.95万
BND 减仓-$64.07万
IAU 减仓-$45.22万
VEA 减仓-$31.04万
MDY 减仓-$29.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UFOX | DEFIANCE CONNECTIVE TECHNOLOG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA MTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.00% | 0 | -817 | -100.0% | -$21.00万 | 清仓 |
| — | CRESUD S. A. C. I. F. Y. A. W | $0 | 0.00% | 0 | -30,420 | -100.0% | -$3.80万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $11.14万 | 0.02% | 31,735 | 0 | 0.0% | — | 不变 |
| XLK | SECTOR SPDR TR SHS BEN INT T | $20.63万 | 0.04% | 1,552 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $20.72万 | 0.04% | 796 | 0 | 0.0% | — | 重新持有 |
| INTU | INTUIT INCORPORATED COM | $20.80万 | 0.04% | 481 | 481 | — | $20.80万 | 新建仓 |
| HYD | VANECK VECTORS ETF TR HIGH YL | $21.43万 | 0.04% | 4,275 | 20 | 0.5% | $1,003 | 加仓 |
| BLK | BLACKROCK INC | $21.73万 | 0.04% | 226 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC. | $21.84万 | 0.04% | 7,779 | -6,425 | -45.2% | -$18.04万 | 重新持有 |
| EIDO | ISHARES MSCI INDONESIA ETF | $22.48万 | 0.04% | 14,240 | 14,240 | — | $22.48万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $22.96万 | 0.04% | 644 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.17万 | 0.04% | 1,831 | 1,831 | — | $24.17万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $24.18万 | 0.04% | 400 | -210 | -34.4% | -$12.69万 | 重新持有 |
| ABBV | ABBVIE INC | $24.92万 | 0.04% | 1,146 | 70 | 6.5% | $1.52万 | 加仓 |
| CB | CHUBB CORP | $26.66万 | 0.05% | 818 | 30 | 3.8% | $9,778 | 加仓 |
| CTVA | CORTEVA INC | $26.72万 | 0.05% | 3,192 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $26.81万 | 0.05% | 1,186 | -62 | -5.0% | -$1.40万 | 减仓 |
| TSM | TAIWANSEMICONDUCTOR MANUFACTU | $27.37万 | 0.05% | 810 | 810 | — | $27.37万 | 新建仓 |
| — | GLOBAL X FTSE COLOMBIA 20 ETF | $27.91万 | 0.05% | 7,054 | 10 | 0.1% | $396 | 加仓 |
| — | MORGAN STANLEY INDIA INVESTME | $28.04万 | 0.05% | 13,624 | 2,770 | 25.5% | $5.70万 | 加仓 |
| BBD | BANCO BRADESCO SA ADR | $28.75万 | 0.05% | 78,776 | 1,800 | 2.3% | $6,570 | 加仓 |
| QQQ | NASDAQ 100 TR | $28.86万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.19万 | 0.05% | 345 | 28 | 8.8% | $2.37万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB | $29.58万 | 0.05% | 4,877 | 110 | 2.3% | $6,671 | 加仓 |
| NTR | NUTRIEN LTD | $29.68万 | 0.05% | 3,933 | 165 | 4.4% | $1.25万 | 加仓 |
| JGH | NUVEEN GLB HIGH INC FD | $30.09万 | 0.05% | 24,621 | 2,480 | 11.2% | $3.03万 | 加仓 |
| GEV | GE VERNOVA LLC COM | $30.20万 | 0.05% | 346 | 19 | 5.8% | $1.66万 | 加仓 |
| CRESY | CRESUD S.A.C.I.F.Y.A. SPONS A | $30.24万 | 0.05% | 23,773 | 865 | 3.8% | $1.10万 | 加仓 |
| LIN | LINDE PLC | $30.74万 | 0.05% | 620 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $30.82万 | 0.05% | 725 | 143 | 24.6% | $6.08万 | 加仓 |
| MOO | MARKET VECTORS AGRIBUSINESS E | $30.94万 | 0.05% | 3,662 | 225 | 6.5% | $1.90万 | 加仓 |
| ITUB | ITAU UNIBANCO HOLDING SA ADR | $31.01万 | 0.05% | 37,003 | -3,774 | -9.3% | -$3.16万 | 减仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERG | $32.50万 | 0.06% | 13,135 | 480 | 3.8% | $1.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.69万 | 0.06% | 2,235 | -125 | -5.3% | -$1.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $33.09万 | 0.06% | 4,157 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $33.43万 | 0.06% | 1,378 | 25 | 1.8% | $6,065 | 加仓 |
| SMIN | ISHARES MSCI INDIA SMALL-CAP | $33.76万 | 0.06% | 5,630 | 820 | 17.0% | $4.92万 | 加仓 |
| CGW | CLAYMORE S&P GLOBAL WATER ETF | $33.89万 | 0.06% | 5,300 | 295 | 5.9% | $1.89万 | 加仓 |
| EZA | ISHARES MSCI SOUTH AFRICA IND | $34.14万 | 0.06% | 5,035 | 5 | 0.1% | $339 | 加仓 |
| EWA | ISHARES MSCI AUSTRALIA INDEX | $34.28万 | 0.06% | 12,350 | 1,320 | 12.0% | $3.66万 | 加仓 |
| MRK | MERCK & CO INC | $34.67万 | 0.06% | 2,882 | 95 | 3.4% | $1.14万 | 加仓 |
| FXI | ISHARES FTSE CHINA INDEX ETF | $35.50万 | 0.06% | 9,889 | 655 | 7.1% | $2.35万 | 加仓 |
| BN | BROOKFIELD CORP | $35.75万 | 0.06% | 8,834 | 310 | 3.6% | $1.25万 | 加仓 |
| VALE | VALE S.A. SPONS ADR REPR 1 CO | $35.80万 | 0.06% | 22,500 | 90 | 0.4% | $1,432 | 加仓 |
| ACN | ACCENTURE PLC | $36.74万 | 0.06% | 1,853 | -195 | -9.5% | -$3.87万 | 减仓 |
| EEMS | ISHARES INC MSCI EMRG MKTS SM | $37.12万 | 0.06% | 5,365 | 370 | 7.4% | $2.56万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $37.32万 | 0.06% | 1,301 | 498 | 62.0% | $14.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD T | $37.70万 | 0.07% | 1,175 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATIO | $38.88万 | 0.07% | 1,808 | 450 | 33.1% | $9.68万 | 加仓 |
| — | ISHARES ESG SCREENED S&P SMAL | $39.86万 | 0.07% | 9,155 | 465 | 5.4% | $2.02万 | 加仓 |
| — | MARKET VECTORS BRAZIL SMALL C | $40.49万 | 0.07% | 22,125 | 985 | 4.7% | $1.80万 | 加仓 |
| IBM | INTL BUSINESS MACH | $41.04万 | 0.07% | 1,693 | 7 | 0.4% | $1,697 | 加仓 |
| ABT | ABBOTT LABORATORIES | $41.05万 | 0.07% | 3,999 | -10 | -0.2% | -$1,027 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.23万 | 0.08% | 2,993 | 41 | 1.4% | $5,922 | 加仓 |
| KO | COCA COLA CO | $43.62万 | 0.08% | 5,736 | 99 | 1.8% | $7,529 | 加仓 |
| LOW | LOWES COMPANIES | $43.73万 | 0.08% | 1,851 | 19 | 1.0% | $4,489 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $44.46万 | 0.08% | 9,745 | -2,500 | -20.4% | -$11.41万 | 减仓 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $45.80万 | 0.08% | 1,440 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST CORE MSCI EAFE | $46.14万 | 0.08% | 5,097 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $46.66万 | 0.08% | 3,172 | 62 | 2.0% | $9,121 | 加仓 |
| GE | GENERAL ELECTRIC COMPANY | $47.05万 | 0.08% | 1,658 | 328 | 24.7% | $9.31万 | 加仓 |
| SYK | STRYKER CORP | $52.15万 | 0.09% | 1,587 | 19 | 1.2% | $6,243 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $53.03万 | 0.09% | 5,709 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPS INDE | $54.38万 | 0.09% | 10,050 | -60 | -0.6% | -$3,246 | 减仓 |
| PAA | PLAINS ALL AMERICAN PIPELINE | $54.67万 | 0.09% | 24,485 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM | $55.07万 | 0.10% | 21,570 | 195 | 0.9% | $4,978 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MARKET | $55.21万 | 0.10% | 56,225 | 5,690 | 11.3% | $5.59万 | 加仓 |
| BG | BUNGE LIMITED | $55.70万 | 0.10% | 4,379 | 99 | 2.3% | $1.26万 | 加仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM | $55.82万 | 0.10% | 21,940 | 30 | 0.1% | $763 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM | $55.91万 | 0.10% | 21,815 | 35 | 0.2% | $897 | 加仓 |
| ENB | ENBRIDGE INC | $57.22万 | 0.10% | 10,568 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $58.44万 | 0.10% | 2,391 | 111 | 4.9% | $2.71万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CO | $58.53万 | 0.10% | 7,073 | 120 | 1.7% | $9,931 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $58.58万 | 0.10% | 3,018 | 21 | 0.7% | $4,076 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $59.16万 | 0.10% | 2,057 | 230 | 12.6% | $6.61万 | 加仓 |
| BAC | BANK OF AMERICA COM | $59.70万 | 0.10% | 12,247 | 398 | 3.4% | $1.94万 | 加仓 |
| — | ISHARES ESG ADVANCED MSCI EM | $60.04万 | 0.10% | 12,550 | -475 | -3.6% | -$2.27万 | 减仓 |
| SUSB | ISHARES ESG 1-5 YEAR USD CORP | $60.47万 | 0.11% | 24,125 | -165 | -0.7% | -$4,136 | 减仓 |
| EWW | ISHARES MSCI MEXICO INVESTABL | $61.65万 | 0.11% | 8,195 | 240 | 3.0% | $1.81万 | 加仓 |
| CSCO | CISCO SYS INC | $62.90万 | 0.11% | 8,107 | 248 | 3.2% | $1.92万 | 加仓 |
| IYR | ISHARES TR DOW JONES U S REAL | $63.26万 | 0.11% | 6,690 | -115 | -1.7% | -$1.09万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP. | $63.38万 | 0.11% | 10,100 | 100 | 1.0% | $6,275 | 加仓 |
| TRP | TC ENERGY CORPCOM | $64.65万 | 0.11% | 10,328 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $65.35万 | 0.11% | 17,270 | 3 | 0.0% | $114 | 加仓 |
| ET | ENERGY TRANSFER LP | $67.79万 | 0.12% | 35,126 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $69.39万 | 0.12% | 3,354 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC CM (NEW) | $74.11万 | 0.13% | 8,199 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $74.95万 | 0.13% | 1,564 | 29 | 1.9% | $1.39万 | 加仓 |
| MA | MASTERCARD INC CL A | $75.82万 | 0.13% | 1,518 | -84 | -5.2% | -$4.20万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $77.40万 | 0.13% | 1,295 | -20 | -1.5% | -$1.20万 | 减仓 |
| MCD | MCDONALDS CORP | $77.96万 | 0.14% | 2,509 | -58 | -2.3% | -$1.80万 | 减仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BO | $81.10万 | 0.14% | 17,055 | -754 | -4.2% | -$3.59万 | 减仓 |
| META | META PLATFORMS, INC. | $81.50万 | 0.14% | 1,425 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES MSCI SINGAPORE INDEX | $86.90万 | 0.15% | 30,794 | 2,860 | 10.2% | $8.07万 | 加仓 |
| VWO | VANGUARD EMERGING MARKETS ETF | $88.02万 | 0.15% | 16,285 | -510 | -3.0% | -$2.76万 | 减仓 |
| MUB | ISHARES S&P NATL AMTFREE MUNI | $89.01万 | 0.15% | 8,385 | 275 | 3.4% | $2.92万 | 加仓 |
| DSI | ISHARES MSCI KLD | $91.01万 | 0.16% | 7,510 | 322 | 4.5% | $3.90万 | 加仓 |