13F 机构持仓

Gould Capital, LLC

TACOMA WA · SEC CIK 0001908965

2026Q22026Q1 更早 9 个季度 🔒
$1.65亿2026Q1 申报市值
204持仓数
50.8%前十大占比 · 第一大 10.0%
13 / 10新建仓 / 清仓
申报市值走势$1.79亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 10.0%
IEI 9.1%
BND 9.0%
BNDX 5.0%
VWO 4.3%
GLD 3.3%
AAPL 3.0%
VZ 2.4%
COST 2.4%
MSFT 2.3%

2026Q1 买入最多 按季末市值估算

KMI 新建仓+$375.80万
JPM 新建仓+$299.90万
IEI 加仓+$242.15万
BND 加仓+$234.37万
VEA 加仓+$117.17万

2026Q1 卖出最多 按季末市值估算

OVV 减仓-$365.21万
SHV 减仓-$352.48万
TROW 减仓-$274.00万
CAT 减仓-$210.54万
LRCX 减仓-$175.46万

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
BNY BANK NEW YORK MELLON CORP COM $00.00%0 -1,559-100.0% -$18.10万 清仓
RF REGIONS FINANCIAL CORP NEW COM $00.00%0 -1,066-100.0% -$2.89万 清仓
GWW WW GRAINGER INC COM $00.00%0 -23-100.0% -$2.32万 清仓
BBY BEST BUY INC COM $00.00%0 -316-100.0% -$2.12万 清仓
PVH PVH CORPORATION COM $00.00%0 -273-100.0% -$1.83万 清仓
NUV NUVEEN MUN VALUE FD INC COM $00.00%0 -1,550-100.0% -$1.40万 清仓
— BLACKROCK MUNIYIELD QUALITY FD COM $00.00%0 -350-100.0% -$3,518 清仓
IDA IDACORP INC COM $00.00%0 -19-100.0% -$2,405 清仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $00.00%0 -25-100.0% -$1,215 清仓
CRL CHARLES RIV LABS INTL INC COM $00.00%0 -6-100.0% -$1,197 清仓
— IP STRATEGY HOLDINGS INC COM $60.00%22 22— $6 新建仓
LCID LUCID GROUP INC COM NEW $670.00%7 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1420.00%2 00.0% — 不变
CROX CROCS INC COM $2490.00%3 00.0% — 不变
— PROSHARES ULTRA BITCOIN ETF $4660.00%40 40— $466 新建仓
SPOT SPOTIFY TECHNOLOGY S A SHS $4850.00%1 00.0% — 不变
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF $4990.00%20 20— $499 新建仓
SLV ISHARES SILVER TRUST $5450.00%8 8— $545 新建仓
IYH ISHARES U.S. HEALTHCARE ETF $7400.00%12 00.0% — 不变
EBS EMERGENT BIOSOLUTIONS INC COM $8300.00%100 00.0% — 不变
GEV GE VERNOVA INC COM $8730.00%1 00.0% — 不变
IBRX IMMUNITYBIO INC COM $8970.00%117 00.0% — 不变
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST $9260.00%2 00.0% — 不变
PRTA PROTHENA CORP PLC SHS $9720.00%100 00.0% — 不变
VNQ VANGUARD REAL ESTATE ETF $9760.00%11 00.0% — 不变
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF $9830.00%13 00.0% — 不变
VOT VANGUARD MID-CAP GROWTH ETF $1,0290.00%4 00.0% — 不变
FOX FOX CORP CL B COM $1,0620.00%20 00.0% — 不变
VIG VANGUARD DIVIDEND APPRECIATION ETF $1,0750.00%5 00.0% — 不变
IJH ISHARES CORE S&P MID-CAP ETF $1,0800.00%16 00.0% — 不变
— VANECK STEEL ETF $1,2850.00%14 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $1,2960.00%70 00.0% — 不变
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $1,5080.00%16 00.0% — 不变
VOX VANGUARD COMMUNICATION SERVICES ETF $1,6190.00%9 00.0% — 不变
GE GE AEROSPACE COM NEW $1,7030.00%6 00.0% — 不变
— CLOUGH GLOBAL DIVID & INCOME F COM $1,7760.00%300 00.0% — 不变
CHD CHURCH & DWIGHT CO INC COM $1,8660.00%20 00.0% — 不变
XRAY DENTSPLY SIRONA INC COM $2,1000.00%181 00.0% — 不变
SFL SFL CORPORATION LTD SHS $2,1580.00%200 00.0% — 不变
VIV TELEFONICA BRASIL SA SPONSORED ADS $2,3870.00%150 00.0% — 不变
HDV ISHARES CORE HIGH DIVIDEND ETF $2,4430.00%18 00.0% — 不变
JOBY JOBY AVIATION INC COMMON STOCK $2,4780.00%300 300— $2,478 新建仓
OKLO OKLO INC COM CL A $2,4800.00%50 50— $2,480 新建仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $2,4820.00%25 00.0% — 不变
— SABA CAPITAL INCOME & OPPORTUN COM NEW $2,4960.00%300 00.0% — 不变
PPT PUTNAM PREMIER INCOME TR SH BEN INT $2,5130.00%708 00.0% — 不变
SONY SONY GROUP CORP SPONSORED ADR $2,5880.00%125 00.0% — 不变
HYT BLACKROCK CORPOR HI YLD FD INC COM $2,6160.00%307 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $3,3300.00%70 00.0% — 不变
MQY BLACKROCK MUNIYILD QULT FD INC COM $3,3820.00%308 308— $3,382 新建仓
VOO VANGUARD S&P 500 ETF $3,5850.00%6 00.0% — 不变
VTHR VANGUARD RUSSELL 3000 ETF $3,7930.00%13 00.0% — 不变
F FORD MTR CO COM $3,8000.00%329 00.0% — 不变
TROW PRICE T ROWE GROUP INC COM $3,8760.00%43 -30,397-99.9% -$274.00万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $4,5270.00%98 00.0% — 不变
IHAK ISHARES CYBERSECURITY & TECH ETF $4,5410.00%104 -25-19.4% -$1,092 减仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $4,6290.00%234 00.0% — 不变
ONON ON HLDG AG NAMEN AKT A $5,1030.00%150 00.0% — 不变
DIS DISNEY WALT CO COM $5,5900.00%58 -22-27.5% -$2,120 减仓
WM WASTE MGMT INC DEL COM $5,7450.00%25 00.0% — 不变
SMH VANECK SEMICONDUCTOR ETF $5,7930.00%15 00.0% — 不变
— HANCOCK JOHN PREM DIVID FD COM SH BEN INT $5,8820.00%449 00.0% — 不变
VPU VANGUARD UTILITIES ETF $6,2480.00%32 13.2% $195 加仓
OVV OVINTIV INC COM $6,4110.00%108 -61,524-99.8% -$365.21万 减仓
VTI VANGUARD TOTAL STOCK MARKET ETF $6,4160.00%20 15300.0% $4,812 加仓
FISV FISERV INC COM $6,4730.00%116 -83-41.7% -$4,632 减仓
PYPL PAYPAL HLDGS INC COM $6,7850.00%150 00.0% — 不变
UPS UNITED PARCEL SVCS INC CL B $6,8870.00%70 00.0% — 不变
EXR EXTRA SPACE STORAGE INC COM $7,2120.00%55 00.0% — 不变
CUBE CUBESMART COM $7,3300.00%200 00.0% — 不变
ACWI ISHARES MSCI ACWI ETF $7,3340.00%53 00.0% — 不变
LAC LITHIUM AMERS CORP NEW COM SHS $7,9000.00%2,000 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $8,0940.00%200 00.0% — 不变
— FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF $8,2230.00%500 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC COM $8,8000.01%2,500 00.0% — 不变
ITRI ITRON INC COM $8,9630.01%100 00.0% — 不变
XYZ BLOCK INC CL A $9,0270.01%150 00.0% — 不变
PG PROCTER & GAMBLE CO COM $9,1000.01%63 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO COM $9,7190.01%160 00.0% — 不变
MMM 3M CO COM $1.03万0.01%71 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC CL A $1.09万0.01%28 00.0% — 不变
TOST TOAST INC CL A $1.10万0.01%415 00.0% — 不变
IONQ IONQ INC COM $1.18万0.01%410 00.0% — 不变
— EXXON MOBIL CORP COM $1.19万0.01%70 00.0% — 不变
FTNT FORTINET INC COM $1.19万0.01%146 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $1.22万0.01%500 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF $1.30万0.01%20 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC COM $1.31万0.01%800 00.0% — 不变
INTC INTEL CORP COM $1.54万0.01%350 00.0% — 不变
CNI CANADIAN NATL RY CO COM $1.64万0.01%160 00.0% — 不变
ALK ALASKA AIR GROUP INC COM $1.73万0.01%470 00.0% — 不变
ACHR ARCHER AVIATION INC COM CL A $1.84万0.01%3,560 00.0% — 不变
ABNB AIRBNB INC COM CL A $1.89万0.01%150 -50-25.0% -$6,314 减仓
PCAR PACCAR INC COM $1.94万0.01%168 00.0% — 不变
SHOP SHOPIFY INC CL A SUB VTG SHS $1.96万0.01%165 00.0% — 不变
— HONEYWELL INTL INC COM $2.26万0.01%100 00.0% — 不变
TGT TARGET CORP COM $2.42万0.01%200 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $2.48万0.02%345 00.0% — 不变
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $2.56万0.02%1,000 -440-30.6% -$1.13万 减仓
URA GLOBAL X URANIUM ETF $2.59万0.02%535 00.0% — 不变