GOULD ASSET MANAGEMENT LLC /CA/
CLAREMONT CA · SEC CIK 0001091961
$6.35亿2026Q2 申报市值
176持仓数
60.4%前十大占比 · 第一大 26.3%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLDM 加仓+$1,013.24万
VGSH 加仓+$240.23万
BNDX 加仓+$143.70万
TLT 加仓+$122.17万
VNQ 加仓+$107.42万
2026Q2 卖出最多 按季末市值估算
XSOE 减仓-$115.47万
IVV 减仓-$89.79万
VEA 减仓-$67.04万
AVGO 减仓-$49.07万
VXF 减仓-$47.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GE | GENERAL ELECTRIC COMPANY | $58.75万 | 0.09% | 1,572 | -86 | -5.2% | -$3.21万 | 减仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM | $58.33万 | 0.09% | 22,945 | 1,005 | 4.6% | $2.55万 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM | $58.09万 | 0.09% | 22,655 | 840 | 3.9% | $2.15万 | 加仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM | $57.72万 | 0.09% | 22,565 | 995 | 4.6% | $2.55万 | 加仓 |
| ENB | ENBRIDGE INC | $57.29万 | 0.09% | 10,568 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $57.02万 | 0.09% | 2,266 | 1,120 | 97.7% | $28.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $56.82万 | 0.09% | 1,367 | 727 | 113.6% | $30.22万 | 重新持有 |
| CVX | CHEVRON CORP NEW | $55.60万 | 0.09% | 3,354 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERICAN PIPELINE | $54.50万 | 0.09% | 24,485 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $54.27万 | 0.09% | 2,137 | -254 | -10.6% | -$6.45万 | 减仓 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPS INDE | $53.74万 | 0.08% | 10,075 | 25 | 0.2% | $1,333 | 加仓 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $52.69万 | 0.08% | 1,440 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG SCREENED S&P SMAL | $50.90万 | 0.08% | 9,650 | 495 | 5.4% | $2.61万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $49.54万 | 0.08% | 5,644 | -65 | -1.1% | -$5,705 | 减仓 |
| ORCL | ORACLE CORPORATION | $48.57万 | 0.08% | 3,314 | 142 | 4.5% | $2.08万 | 加仓 |
| IBM | INTL BUSINESS MACH | $48.48万 | 0.08% | 1,724 | 31 | 1.8% | $8,718 | 加仓 |
| BG | BUNGE LIMITED | $48.38万 | 0.08% | 4,533 | 154 | 3.5% | $1.64万 | 加仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE | $48.16万 | 0.08% | 4,987 | -110 | -2.2% | -$1.06万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $47.20万 | 0.07% | 1,336 | 35 | 2.7% | $1.24万 | 加仓 |
| SYK | STRYKER CORP | $47.19万 | 0.07% | 1,499 | -88 | -5.5% | -$2.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $45.51万 | 0.07% | 5,016 | 1,017 | 25.4% | $9.23万 | 加仓 |
| GEV | GE VERNOVA LLC COM | $45.47万 | 0.07% | 387 | 41 | 11.8% | $4.82万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP. | $44.45万 | 0.07% | 10,415 | 315 | 3.1% | $1.34万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $44.33万 | 0.07% | 9,745 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VANGUARD T | $43.48万 | 0.07% | 1,175 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $42.55万 | 0.07% | 1,930 | 79 | 4.3% | $1.74万 | 加仓 |
| LIN | LINDE PLC | $42.38万 | 0.07% | 817 | 197 | 31.8% | $10.22万 | 加仓 |
| KO | COCA COLA CO | $41.91万 | 0.07% | 5,157 | -579 | -10.1% | -$4.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.02万 | 0.06% | 2,797 | -196 | -6.5% | -$2.87万 | 减仓 |
| MRK | MERCK & CO INC | $40.89万 | 0.06% | 3,182 | 300 | 10.4% | $3.85万 | 加仓 |
| EEMS | ISHARES INC MSCI EMRG MKTS SM | $40.72万 | 0.06% | 5,365 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL-CAP | $39.82万 | 0.06% | 5,630 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $37.62万 | 0.06% | 8,834 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $37.07万 | 0.06% | 1,363 | -15 | -1.1% | -$4,080 | 减仓 |
| QQQ | NASDAQ 100 TR | $36.82万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MTRS INC | $36.72万 | 0.06% | 873 | 363 | 71.2% | $15.27万 | 重新持有 |
| — | MARKET VECTORS BRAZIL SMALL C | $36.36万 | 0.06% | 22,125 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOG | $36.11万 | 0.06% | 3,800 | 0 | 0.0% | — | 重新持有 |
| TSM | TAIWANSEMICONDUCTOR MANUFACTU | $34.86万 | 0.05% | 730 | -80 | -9.9% | -$3.82万 | 减仓 |
| CGW | CLAYMORE S&P GLOBAL WATER ETF | $34.84万 | 0.05% | 5,300 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA INDEX | $34.78万 | 0.05% | 12,350 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $34.35万 | 0.05% | 4,157 | 0 | 0.0% | — | 不变 |
| VALE | VALE S.A. SPONS ADR REPR 1 CO | $33.84万 | 0.05% | 22,500 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERG | $32.81万 | 0.05% | 13,135 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $32.37万 | 0.05% | 320 | -25 | -7.2% | -$2.53万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATIO | $32.13万 | 0.05% | 1,358 | -450 | -24.9% | -$10.65万 | 减仓 |
| EZA | ISHARES MSCI SOUTH AFRICA IND | $31.82万 | 0.05% | 5,035 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $31.74万 | 0.05% | 275 | 275 | — | $31.74万 | 新建仓 |
| JGH | NUVEEN GLB HIGH INC FD | $31.34万 | 0.05% | 24,621 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES FTSE CHINA INDEX ETF | $31.24万 | 0.05% | 9,889 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY INDIA INVESTME | $31.09万 | 0.05% | 13,624 | 0 | 0.0% | — | 不变 |
| KLAC | KLA-TENCOR CORPORATION | $30.77万 | 0.05% | 1,020 | 1,020 | — | $30.77万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB | $30.41万 | 0.05% | 5,277 | 400 | 8.2% | $2.30万 | 加仓 |
| ITUB | ITAU UNIBANCO HOLDING SA ADR | $30.23万 | 0.05% | 37,003 | 0 | 0.0% | — | 不变 |
| XLK | SECTOR SPDR TR SHS BEN INT T | $29.57万 | 0.05% | 1,552 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FTSE COLOMBIA 20 ETF | $29.38万 | 0.05% | 7,054 | 0 | 0.0% | — | 不变 |
| MOO | MARKET VECTORS AGRIBUSINESS E | $29.00万 | 0.05% | 3,662 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO SA ADR | $28.28万 | 0.04% | 81,506 | 2,730 | 3.5% | $9,473 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.90万 | 0.04% | 2,391 | 156 | 7.0% | $1.82万 | 加仓 |
| CTVA | CORTEVA INC | $27.03万 | 0.04% | 3,192 | 0 | 0.0% | — | 不变 |
| CB | CHUBB CORP | $26.85万 | 0.04% | 788 | -30 | -3.7% | -$1.02万 | 减仓 |
| CRESY | CRESUD S.A.C.I.F.Y.A. SPONS A | $26.65万 | 0.04% | 23,773 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $26.37万 | 0.04% | 644 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $24.76万 | 0.04% | 3,933 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.38万 | 0.04% | 1,211 | 1,211 | — | $22.38万 | 新建仓 |
| ACN | ACCENTURE PLC | $21.87万 | 0.03% | 1,758 | -95 | -5.1% | -$1.18万 | 减仓 |
| PFE | PFIZER INC. | $21.82万 | 0.03% | 9,062 | 1,283 | 16.5% | $3.09万 | 加仓 |
| BLK | BLACKROCK INC | $21.73万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $21.53万 | 0.03% | 796 | 0 | 0.0% | — | 不变 |
| HYD | VANECK VECTORS ETF TR HIGH YL | $21.43万 | 0.03% | 4,160 | -115 | -2.7% | -$5,924 | 减仓 |
| AMD | ADVANCED MICRO DEVICES, INC. | $21.03万 | 0.03% | 362 | 362 | — | $21.03万 | 新建仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ET | $20.87万 | 0.03% | 3,360 | 3,360 | — | $20.87万 | 新建仓 |
| PWR | QUANTA SERVICES INC LTD VOTE | $20.81万 | 0.03% | 289 | 289 | — | $20.81万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $20.38万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| EIDO | ISHARES MSCI INDONESIA ETF | $16.11万 | 0.03% | 14,240 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD-ADR | $3.91万 | 0.01% | 17,370 | 17,370 | — | $3.91万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -725 | -100.0% | -$30.82万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,186 | -100.0% | -$26.81万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,831 | -100.0% | -$24.17万 | 清仓 |
| INTU | INTUIT INCORPORATED COM | $0 | 0.00% | 0 | -481 | -100.0% | -$20.80万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -31,735 | -100.0% | -$11.14万 | 清仓 |