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 |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 DEPOSITORY RECEIPT | $1.67亿 | 26.27% | 223,301 | -37 | -0.0% | -$2.76万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ET | $4,824.78万 | 7.60% | 472,277 | 2,555 | 0.5% | $26.10万 | 加仓 |
| VGSH | VANGUARD SHORT TERM TREASURY | $3,780.23万 | 5.96% | 649,524 | 41,276 | 6.8% | $240.23万 | 加仓 |
| TLT | ISHARES BARCLAYS 20 YEAR TRE | $2,388.79万 | 3.76% | 276,417 | 14,137 | 5.4% | $122.17万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE | $2,080.42万 | 3.28% | 263,245 | 6,088 | 2.4% | $48.11万 | 加仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BON | $1,893.28万 | 2.98% | 705,394 | 37,281 | 5.6% | $100.06万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $1,798.45万 | 2.83% | 186,503 | 11,140 | 6.4% | $107.42万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST | $1,731.12万 | 2.73% | 217,970 | 127,580 | 141.1% | $1,013.24万 | 加仓 |
| BWX | SPDR BARCLAYS INTL TREASURY B | $1,637.15万 | 2.58% | 755,142 | 31,754 | 4.4% | $68.84万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX ETF | $1,536.93万 | 2.42% | 20,523 | -1,199 | -5.5% | -$89.79万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKE | $1,216.82万 | 1.92% | 170,781 | -9,409 | -5.2% | -$67.04万 | 减仓 |
| AAPL | APPLE COMPUTER INC. | $1,216.25万 | 1.92% | 42,032 | 1,513 | 3.7% | $43.78万 | 加仓 |
| BOND | PIMCOTOTAL RETURN ETF | $1,206.04万 | 1.90% | 130,793 | 4,806 | 3.8% | $44.32万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL | $1,144.24万 | 1.80% | 236,266 | 29,671 | 14.4% | $143.70万 | 加仓 |
| XSOE | WISDOMTREE EMMKTS EX-STT-OWND | $1,091.62万 | 1.72% | 221,964 | -23,480 | -9.6% | -$115.47万 | 减仓 |
| SPYX | SPDR S&P 500 FOSSIL FUEL RESE | $1,075.40万 | 1.69% | 176,006 | -6,430 | -3.5% | -$39.29万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET INDE | $827.40万 | 1.30% | 33,605 | -1,926 | -5.4% | -$47.42万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX US CORE | $738.94万 | 1.16% | 200,582 | 3,305 | 1.7% | $12.18万 | 加仓 |
| EFA | ISHARES MSCI EAFE INDEX ETF | $577.21万 | 0.91% | 55,565 | -1,560 | -2.7% | -$16.21万 | 减仓 |
| SHV | ISHARES BARCLAYS SHORT TREASU | $529.03万 | 0.83% | 47,941 | 3,900 | 8.9% | $43.04万 | 加仓 |
| ESGV | VANGUARD ESG US STOCK ETF | $509.50万 | 0.80% | 38,529 | -385 | -1.0% | -$5.09万 | 减仓 |
| VTIP | VANGUARD ST TIPS BOND FD | $466.69万 | 0.74% | 92,910 | 1,726 | 1.9% | $8.67万 | 加仓 |
| VMBS | VANGUARD MORTGAGE BACKED SEC | $399.15万 | 0.63% | 85,270 | 2,452 | 3.0% | $11.48万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 | $335.46万 | 0.53% | 40,920 | 2,476 | 6.4% | $20.30万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE E | $325.95万 | 0.51% | 31,704 | -1,070 | -3.3% | -$11.00万 | 减仓 |
| VSGX | VANGUARD ESG INTERNATIONAL ST | $300.47万 | 0.47% | 36,491 | 2,490 | 7.3% | $20.50万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $299.38万 | 0.47% | 8,026 | -326 | -3.9% | -$12.16万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA | $294.19万 | 0.46% | 42,360 | -195 | -0.5% | -$1.35万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $286.18万 | 0.45% | 37,900 | -259 | -0.7% | -$1.96万 | 减仓 |
| SPSB | SPDR PORTFOLIO SHORT TERM COR | $255.97万 | 0.40% | 85,294 | 154 | 0.2% | $4,622 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA INDE | $255.54万 | 0.40% | 12,657 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES ESG SCREENED S&P 500 | $255.37万 | 0.40% | 44,968 | 225 | 0.5% | $1.28万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND | $254.08万 | 0.40% | 44,080 | 1,300 | 3.0% | $7.49万 | 加仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $224.88万 | 0.35% | 54,280 | -1,525 | -2.7% | -$6.32万 | 减仓 |
| AVGO | BROADCOM INC | $222.23万 | 0.35% | 5,883 | -1,299 | -18.1% | -$49.07万 | 减仓 |
| CRBN | ISHARES MSCI ACWI LOW CARBON | $216.42万 | 0.34% | 8,555 | -165 | -1.9% | -$4.17万 | 减仓 |
| IBTH | ISHARES IBONDS TERM TREASURY | $216.00万 | 0.34% | 96,560 | 1,760 | 1.9% | $3.94万 | 加仓 |
| IBTG | ISHARES IBONDS TERM TREASURY | $215.16万 | 0.34% | 93,996 | 1,393 | 1.5% | $3.19万 | 加仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM | $213.56万 | 0.34% | 96,460 | 2,130 | 2.3% | $4.72万 | 加仓 |
| LLY | LILLY ELI & CO | $204.14万 | 0.32% | 1,702 | 105 | 6.6% | $12.59万 | 加仓 |
| JPM | JP MORGAN CHASE & CO. | $198.48万 | 0.31% | 6,064 | 163 | 2.8% | $5.34万 | 加仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $194.54万 | 0.31% | 2,766 | -15 | -0.5% | -$1.06万 | 减仓 |
| EWT | ISHARES MSCI TAIWAN INDEX ETF | $188.71万 | 0.30% | 17,375 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SCREENED S&P MID- | $187.56万 | 0.30% | 35,965 | 1,905 | 5.6% | $9.93万 | 加仓 |
| GLD | SPDR GOLD TRUST ETF | $187.38万 | 0.30% | 5,087 | -33 | -0.6% | -$1.22万 | 减仓 |
| SUSA | ISHARES MSCI USA ESG SELECT E | $183.56万 | 0.29% | 11,896 | -1,495 | -11.2% | -$23.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORP. | $183.44万 | 0.29% | 1,961 | -28 | -1.4% | -$2.62万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAF | $174.87万 | 0.28% | 20,670 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ET | $168.02万 | 0.26% | 22,888 | -690 | -2.9% | -$5.07万 | 减仓 |
| WMT | WAL-MART STORES INC | $166.73万 | 0.26% | 14,721 | -661 | -4.3% | -$7.49万 | 减仓 |
| CAT | CATERPILLAR INC | $164.42万 | 0.26% | 1,544 | -1 | -0.1% | -$1,065 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ET | $161.43万 | 0.25% | 9,863 | -478 | -4.6% | -$7.82万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY I | $157.69万 | 0.25% | 28,577 | -8,045 | -22.0% | -$44.39万 | 减仓 |
| SUSB | ISHARES ESG 1-5 YEAR USD CORP | $152.64万 | 0.24% | 61,080 | 36,955 | 153.2% | $92.35万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM | $140.40万 | 0.22% | 57,970 | 1,025 | 1.8% | $2.48万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM | $139.60万 | 0.22% | 57,615 | 975 | 1.7% | $2.36万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $139.06万 | 0.22% | 10,171 | 865 | 9.3% | $11.83万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM | $138.99万 | 0.22% | 55,045 | 1,375 | 2.6% | $3.47万 | 加仓 |
| TIP | ISHARES BARCLAYS TIPS BOND ET | $133.99万 | 0.21% | 12,244 | 2,003 | 19.6% | $21.92万 | 加仓 |
| AMZN | AMAZON.COM INC | $127.68万 | 0.20% | 5,357 | -534 | -9.1% | -$12.73万 | 减仓 |
| TRGP | TARGA RESOURCES CORP | $125.19万 | 0.20% | 4,669 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $122.60万 | 0.19% | 3,574 | -235 | -6.2% | -$8.06万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $122.19万 | 0.19% | 7,732 | -220 | -2.8% | -$3.48万 | 减仓 |
| DVY | ISHARES DOW JONES SELECT DIVI | $121.73万 | 0.19% | 7,788 | -120 | -1.5% | -$1.88万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX | $119.55万 | 0.19% | 14,275 | -60 | -0.4% | -$5,025 | 减仓 |
| VTV | VANGUARD VALUE ETF | $116.66万 | 0.18% | 5,353 | -165 | -3.0% | -$3.60万 | 减仓 |
| NVDA | NVIDIA CORP COM | $113.65万 | 0.18% | 5,680 | 419 | 8.0% | $8.38万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EMERGI | $112.66万 | 0.18% | 20,599 | -400 | -1.9% | -$2.19万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY E | $111.13万 | 0.18% | 40,120 | -3,070 | -7.1% | -$8.50万 | 减仓 |
| SUB | ISHARES S&P SHORT-TERM NATION | $107.43万 | 0.17% | 10,090 | 320 | 3.3% | $3.41万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MA | $105.76万 | 0.17% | 20,460 | -690 | -3.3% | -$3.57万 | 减仓 |
| CSCO | CISCO SYS INC | $102.43万 | 0.16% | 8,720 | 613 | 7.6% | $7.20万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $102.40万 | 0.16% | 94,468 | -140 | -0.1% | -$1,518 | 减仓 |
| META | META PLATFORMS, INC. | $97.38万 | 0.15% | 1,729 | 304 | 21.3% | $17.12万 | 加仓 |
| EWC | ISHARES MSCI CANADA INDEX ETF | $96.44万 | 0.15% | 16,732 | -4,002 | -19.3% | -$23.07万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $95.30万 | 0.15% | 18,379 | -595 | -3.1% | -$3.09万 | 减仓 |
| HD | HOME DEPOT INC COM | $94.07万 | 0.15% | 2,667 | -230 | -7.9% | -$8.11万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $93.37万 | 0.15% | 3,133 | 115 | 3.8% | $3.43万 | 加仓 |
| DSI | ISHARES MSCI KLD | $92.84万 | 0.15% | 6,520 | -990 | -13.2% | -$14.10万 | 减仓 |
| EWS | ISHARES MSCI SINGAPORE INDEX | $91.18万 | 0.14% | 30,794 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES MSCI HONG KONG INDEX | $90.05万 | 0.14% | 43,046 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $88.99万 | 0.14% | 1,296 | 1 | 0.1% | $687 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $88.78万 | 0.14% | 2,484 | 427 | 20.8% | $15.26万 | 加仓 |
| MA | MASTERCARD INC CL A | $88.57万 | 0.14% | 1,725 | 207 | 13.6% | $10.63万 | 加仓 |
| MUB | ISHARES S&P NATL AMTFREE MUNI | $88.36万 | 0.14% | 8,210 | -175 | -2.1% | -$1.88万 | 减仓 |
| PEP | PEPSICO INC | $85.98万 | 0.14% | 6,350 | -165 | -2.5% | -$2.23万 | 减仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BO | $80.08万 | 0.13% | 16,890 | -165 | -1.0% | -$7,823 | 减仓 |
| VWO | VANGUARD EMERGING MARKETS ETF | $79.96万 | 0.13% | 13,396 | -2,889 | -17.7% | -$17.24万 | 减仓 |
| BAC | BANK OF AMERICA COM | $77.02万 | 0.12% | 13,517 | 1,270 | 10.4% | $7.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $73.66万 | 0.12% | 1,472 | -92 | -5.9% | -$4.60万 | 减仓 |
| — | ISHARES ESG ADVANCED MSCI EM | $72.72万 | 0.11% | 12,550 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC CM (NEW) | $71.28万 | 0.11% | 8,199 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPCOM | $68.46万 | 0.11% | 10,328 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR DOW JONES U S REAL | $68.41万 | 0.11% | 6,690 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER LP | $67.20万 | 0.11% | 35,149 | 23 | 0.1% | $440 | 加仓 |
| MCD | MCDONALDS CORP | $65.48万 | 0.10% | 2,423 | -86 | -3.4% | -$2.32万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $63.50万 | 0.10% | 17,274 | 4 | 0.0% | $147 | 加仓 |
| EWW | ISHARES MSCI MEXICO INVESTABL | $61.68万 | 0.10% | 8,195 | 0 | 0.0% | — | 不变 |
| XEMDX | WESTERN ASSET EMERGING MARKET | $60.39万 | 0.10% | 56,225 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE TERM CO | $59.87万 | 0.09% | 7,243 | 170 | 2.4% | $1.41万 | 加仓 |