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 |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 DEPOSITORY RECEIPT | $1.45亿 | 25.23% | 223,338 | 1,431 | 0.6% | $93.06万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ET | $4,858.34万 | 8.44% | 469,722 | 62,458 | 15.3% | $646.00万 | 加仓 |
| VGSH | VANGUARD SHORT TERM TREASURY | $3,560.69万 | 6.18% | 608,248 | 15,188 | 2.6% | $88.91万 | 加仓 |
| TLT | ISHARES BARCLAYS 20 YEAR TRE | $2,273.70万 | 3.95% | 262,280 | 8,584 | 3.4% | $74.41万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE | $2,038.48万 | 3.54% | 257,157 | 10,820 | 4.4% | $85.77万 | 加仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BON | $1,801.23万 | 3.13% | 668,113 | 14,255 | 2.2% | $38.43万 | 加仓 |
| BWX | SPDR BARCLAYS INTL TREASURY B | $1,587.84万 | 2.76% | 723,388 | 45,277 | 6.7% | $99.38万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $1,555.47万 | 2.70% | 175,363 | 1,031 | 0.6% | $9.14万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX ETF | $1,418.88万 | 2.46% | 21,722 | 18 | 0.1% | $1.18万 | 加仓 |
| BOND | PIMCOTOTAL RETURN ETF | $1,162.61万 | 2.02% | 125,987 | 4,975 | 4.1% | $45.91万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKE | $1,154.66万 | 2.01% | 180,190 | -4,844 | -2.6% | -$31.04万 | 减仓 |
| AAPL | APPLE COMPUTER INC. | $1,028.34万 | 1.79% | 40,519 | 405 | 1.0% | $10.28万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL | $992.69万 | 1.72% | 206,595 | 206,595 | — | $992.69万 | 新建仓 |
| XSOE | WISDOMTREE EMMKTS EX-STT-OWND | $984.23万 | 1.71% | 245,444 | -3,687 | -1.5% | -$14.78万 | 减仓 |
| SPYX | SPDR S&P 500 FOSSIL FUEL RESE | $967.46万 | 1.68% | 182,436 | 3,055 | 1.7% | $16.20万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST | $837.82万 | 1.46% | 90,390 | -79,939 | -46.9% | -$740.95万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET INDE | $731.23万 | 1.27% | 35,531 | 73 | 0.2% | $1.50万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX US CORE | $670.15万 | 1.16% | 197,277 | -6,084 | -3.0% | -$20.67万 | 减仓 |
| EFA | ISHARES MSCI EAFE INDEX ETF | $554.86万 | 0.96% | 57,125 | 7,000 | 14.0% | $67.99万 | 加仓 |
| SHV | ISHARES BARCLAYS SHORT TREASU | $486.17万 | 0.84% | 44,041 | 5,635 | 14.7% | $62.20万 | 加仓 |
| VTIP | VANGUARD ST TIPS BOND FD | $455.47万 | 0.79% | 91,184 | -5,823 | -6.0% | -$29.09万 | 减仓 |
| ESGV | VANGUARD ESG US STOCK ETF | $436.88万 | 0.76% | 38,914 | 1,349 | 3.6% | $15.15万 | 加仓 |
| VMBS | VANGUARD MORTGAGE BACKED SEC | $388.83万 | 0.68% | 82,818 | 16,163 | 24.2% | $75.89万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $336.41万 | 0.58% | 38,159 | -5,129 | -11.8% | -$45.22万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE E | $313.38万 | 0.54% | 32,774 | 996 | 3.1% | $9.52万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $309.16万 | 0.54% | 8,352 | 1,059 | 14.5% | $39.20万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 | $277.10万 | 0.48% | 38,444 | 5,637 | 17.2% | $40.63万 | 加仓 |
| SPSB | SPDR PORTFOLIO SHORT TERM COR | $256.02万 | 0.44% | 85,140 | 2,671 | 3.2% | $8.03万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL ST | $243.89万 | 0.42% | 34,001 | 211 | 0.6% | $1.51万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND | $243.25万 | 0.42% | 42,780 | -2,535 | -5.6% | -$14.41万 | 减仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $237.51万 | 0.41% | 55,805 | -2,565 | -4.4% | -$10.92万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA | $234.90万 | 0.41% | 42,555 | 1,580 | 3.9% | $8.72万 | 加仓 |
| AVGO | BROADCOM INC | $222.29万 | 0.39% | 7,182 | 564 | 8.5% | $17.46万 | 加仓 |
| GLD | SPDR GOLD TRUST ETF | $220.29万 | 0.38% | 5,120 | -472 | -8.4% | -$20.31万 | 减仓 |
| XVV | ISHARES ESG SCREENED S&P 500 | $220.22万 | 0.38% | 44,743 | 2,760 | 6.6% | $13.58万 | 加仓 |
| IBTH | ISHARES IBONDS TERM TREASURY | $212.64万 | 0.37% | 94,800 | 20 | 0.0% | $449 | 加仓 |
| IBTG | ISHARES IBONDS TERM TREASURY | $212.20万 | 0.37% | 92,603 | 30 | 0.0% | $687 | 加仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM | $210.20万 | 0.37% | 94,330 | 325 | 0.3% | $7,242 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY I | $202.72万 | 0.35% | 36,622 | -2,785 | -7.1% | -$15.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORP. | $198.17万 | 0.34% | 1,989 | 23 | 1.2% | $2.29万 | 加仓 |
| CRBN | ISHARES MSCI ACWI LOW CARBON | $194.29万 | 0.34% | 8,720 | -690 | -7.3% | -$15.37万 | 减仓 |
| WMT | WAL-MART STORES INC | $191.17万 | 0.33% | 15,382 | -200 | -1.3% | -$2.49万 | 减仓 |
| SUSA | ISHARES MSCI USA ESG SELECT E | $176.90万 | 0.31% | 13,391 | 983 | 7.9% | $12.99万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ET | $173.63万 | 0.30% | 23,578 | -8,701 | -27.0% | -$64.07万 | 减仓 |
| JPM | JP MORGAN CHASE & CO. | $173.57万 | 0.30% | 5,901 | 125 | 2.2% | $3.68万 | 加仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $171.52万 | 0.30% | 2,781 | -475 | -14.6% | -$29.30万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $157.89万 | 0.27% | 9,306 | -100 | -1.1% | -$1.70万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAF | $155.96万 | 0.27% | 20,670 | 1,220 | 6.3% | $9.20万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA INDE | $155.69万 | 0.27% | 12,657 | -370 | -2.8% | -$4.55万 | 减仓 |
| XJH | ISHARES ESG SCREENED S&P MID- | $154.53万 | 0.27% | 34,060 | 2,250 | 7.1% | $10.21万 | 加仓 |
| LLY | LILLY ELI & CO | $146.89万 | 0.26% | 1,597 | 34 | 2.2% | $3.13万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ET | $146.24万 | 0.25% | 10,341 | -115 | -1.1% | -$1.63万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM | $138.03万 | 0.24% | 56,945 | 5 | 0.0% | $121 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM | $137.30万 | 0.24% | 56,640 | 80 | 0.1% | $1,939 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM | $135.95万 | 0.24% | 53,670 | 225 | 0.4% | $5,699 | 加仓 |
| EWT | ISHARES MSCI TAIWAN INDEX ETF | $123.22万 | 0.21% | 17,375 | 495 | 2.9% | $3.51万 | 加仓 |
| AMZN | AMAZON.COM INC | $122.69万 | 0.21% | 5,891 | 1,655 | 39.1% | $34.47万 | 加仓 |
| DVY | ISHARES DOW JONES SELECT DIVI | $119.73万 | 0.21% | 7,908 | 450 | 6.0% | $6.81万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $117.77万 | 0.20% | 7,952 | 480 | 6.4% | $7.11万 | 加仓 |
| TRGP | TARGA RESOURCES CORP | $117.07万 | 0.20% | 4,669 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $115.11万 | 0.20% | 3,809 | 519 | 15.8% | $15.68万 | 加仓 |
| EWC | ISHARES MSCI CANADA INDEX ETF | $113.60万 | 0.20% | 20,734 | 165 | 0.8% | $9,041 | 加仓 |
| TIP | ISHARES BARCLAYS TIPS BOND ET | $113.02万 | 0.20% | 10,241 | 1,350 | 15.2% | $14.90万 | 加仓 |
| CAT | CATERPILLAR INC | $109.46万 | 0.19% | 1,545 | -10 | -0.6% | -$7,085 | 减仓 |
| VTV | VANGUARD VALUE ETF | $108.26万 | 0.19% | 5,518 | -164 | -2.9% | -$3.22万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX | $107.66万 | 0.19% | 14,335 | -785 | -5.2% | -$5.90万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY E | $106.90万 | 0.19% | 43,190 | -800 | -1.8% | -$1.98万 | 减仓 |
| SUB | ISHARES S&P SHORT-TERM NATION | $104.05万 | 0.18% | 9,770 | 765 | 8.5% | $8.15万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $102.93万 | 0.18% | 94,608 | 12,345 | 15.0% | $13.43万 | 加仓 |
| PEP | PEPSICO INC | $101.17万 | 0.18% | 6,515 | -107 | -1.6% | -$1.66万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $99.88万 | 0.17% | 18,974 | 1,480 | 8.5% | $7.79万 | 加仓 |
| EWH | ISHARES MSCI HONG KONG INDEX | $99.39万 | 0.17% | 43,046 | 1,960 | 4.8% | $4.53万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EMERGI | $95.48万 | 0.17% | 20,999 | -85 | -0.4% | -$3,865 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MA | $95.43万 | 0.17% | 21,150 | -40 | -0.2% | -$1,805 | 减仓 |
| HD | HOME DEPOT INC COM | $95.27万 | 0.17% | 2,897 | -33 | -1.1% | -$1.09万 | 减仓 |
| NVDA | NVIDIA CORP COM | $91.75万 | 0.16% | 5,261 | 2,716 | 106.7% | $47.37万 | 加仓 |
| DSI | ISHARES MSCI KLD | $91.01万 | 0.16% | 7,510 | 322 | 4.5% | $3.90万 | 加仓 |
| MUB | ISHARES S&P NATL AMTFREE MUNI | $89.01万 | 0.15% | 8,385 | 275 | 3.4% | $2.92万 | 加仓 |
| VWO | VANGUARD EMERGING MARKETS ETF | $88.02万 | 0.15% | 16,285 | -510 | -3.0% | -$2.76万 | 减仓 |
| EWS | ISHARES MSCI SINGAPORE INDEX | $86.90万 | 0.15% | 30,794 | 2,860 | 10.2% | $8.07万 | 加仓 |
| META | META PLATFORMS, INC. | $81.50万 | 0.14% | 1,425 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG U.S. AGGREGATE BO | $81.10万 | 0.14% | 17,055 | -754 | -4.2% | -$3.59万 | 减仓 |
| MCD | MCDONALDS CORP | $77.96万 | 0.14% | 2,509 | -58 | -2.3% | -$1.80万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $77.40万 | 0.13% | 1,295 | -20 | -1.5% | -$1.20万 | 减仓 |
| MA | MASTERCARD INC CL A | $75.82万 | 0.13% | 1,518 | -84 | -5.2% | -$4.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $74.95万 | 0.13% | 1,564 | 29 | 1.9% | $1.39万 | 加仓 |
| OKE | ONEOK INC CM (NEW) | $74.11万 | 0.13% | 8,199 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $69.39万 | 0.12% | 3,354 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER LP | $67.79万 | 0.12% | 35,126 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $65.35万 | 0.11% | 17,270 | 3 | 0.0% | $114 | 加仓 |
| TRP | TC ENERGY CORPCOM | $64.65万 | 0.11% | 10,328 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP. | $63.38万 | 0.11% | 10,100 | 100 | 1.0% | $6,275 | 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 |
| CSCO | CISCO SYS INC | $62.90万 | 0.11% | 8,107 | 248 | 3.2% | $1.92万 | 加仓 |
| EWW | ISHARES MSCI MEXICO INVESTABL | $61.65万 | 0.11% | 8,195 | 240 | 3.0% | $1.81万 | 加仓 |
| SUSB | ISHARES ESG 1-5 YEAR USD CORP | $60.47万 | 0.11% | 24,125 | -165 | -0.7% | -$4,136 | 减仓 |
| — | ISHARES ESG ADVANCED MSCI EM | $60.04万 | 0.10% | 12,550 | -475 | -3.6% | -$2.27万 | 减仓 |
| BAC | BANK OF AMERICA COM | $59.70万 | 0.10% | 12,247 | 398 | 3.4% | $1.94万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $59.16万 | 0.10% | 2,057 | 230 | 12.6% | $6.61万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $58.58万 | 0.10% | 3,018 | 21 | 0.7% | $4,076 | 加仓 |