13F 机构持仓

Gould Capital, LLC

TACOMA WA · SEC CIK 0001908965

2026Q22026Q1 更早 9 个季度 🔒
$1.79亿2026Q2 申报市值
217持仓数
49.3%前十大占比 · 第一大 10.3%
18 / 5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 10.3%
BND 8.5%
IEI 8.4%
BNDX 5.0%
VWO 4.4%
AAPL 3.2%
GLD 2.6%
MSFT 2.5%
VZ 2.2%
UNP 2.1%

2026Q2 买入最多 按季末市值估算

NBIX 新建仓+$158.25万
RKT 加仓+$99.68万
MSFT 加仓+$75.69万
IBIT 加仓+$63.63万
VZ 加仓+$56.54万

2026Q2 卖出最多 按季末市值估算

DELL 减仓-$350.47万
CAT 减仓-$166.75万
LRCX 减仓-$116.31万
PWR 减仓-$71.28万
BNDW 减仓-$43.24万

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
PFE PFIZER INC COM $2.41万0.01%1,000 00.0% — 不变
ALK ALASKA AIR GROUP INC COM $2.45万0.01%470 00.0% — 不变
XOM EXXONMOBIL HOLDINGS CORP COM SHS $2.46万0.01%180 180— $2.46万 新建仓
UBER UBER TECHNOLOGIES INC COM $2.49万0.01%345 00.0% — 不变
TGT TARGET CORP COM $2.61万0.01%200 00.0% — 不变
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $2.67万0.01%1,046 464.6% $1,174 加仓
JNJ JOHNSON & JOHNSON COM $2.79万0.02%110 00.0% — 不变
COF CAPITAL ONE FINL CORP COM $3.01万0.02%150 00.0% — 不变
PCAR PACCAR INC COM $3.24万0.02%270 10260.7% $1.23万 加仓
RDDT REDDIT INC CL A $3.47万0.02%200 00.0% — 不变
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $3.48万0.02%500 00.0% — 不变
HD HOME DEPOT INC COM $3.53万0.02%100 00.0% — 不变
PLD PROLOGIS INC. COM $3.68万0.02%272 00.0% — 不变
COIN COINBASE GLOBAL INC COM CL A $3.73万0.02%255 00.0% — 不变
CL COLGATE PALMOLIVE CO COM $3.78万0.02%412 00.0% — 不变
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $3.85万0.02%467 467— $3.85万 新建仓
DGX QUEST DIAGNOSTICS INC COM $4.01万0.02%189 00.0% — 不变
— EATON VANCE FLOATING RATE INC COM $4.14万0.02%3,832 97934.3% $1.06万 加仓
FFIV F5 INC COM $4.16万0.02%100 00.0% — 不变
QQQ INVESCO QQQ TRUST SERIES I $4.22万0.02%57 611.8% $4,439 加仓
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST $4.29万0.02%1,500 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP INC COM $4.40万0.02%408 00.0% — 不变
GBCI GLACIER BANCORP INC NEW COM $4.41万0.02%855 00.0% — 不变
WMB WILLIAMS COS INC COM $4.46万0.02%600 00.0% — 不变
CMI CUMMINS INC COM $4.64万0.03%65 00.0% — 不变
NKE NIKE INC CL B $4.65万0.03%1,133 50079.0% $2.05万 加仓
INTC INTEL CORP COM $4.89万0.03%350 00.0% — 不变
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF $5.07万0.03%500 00.0% — 不变
WY WEYERHAEUSER CO COM NEW $5.10万0.03%2,130 00.0% — 不变
BA BOEING CO COM $5.26万0.03%243 00.0% — 不变
— ATAIBECKLEY INC COM SHS $5.27万0.03%10,000 00.0% — 不变
ECL ECOLAB INC COM $5.29万0.03%190 105.6% $2,786 加仓
SCHW SCHWAB CHARLES CORP COM $5.54万0.03%600 00.0% — 不变
AXON AXON ENTERPRISE INC COM $5.61万0.03%100 00.0% — 不变
ENPH ENPHASE ENERGY INC COM $5.61万0.03%1,140 403.6% $1,970 加仓
ES EVERSOURCE ENERGY COM $5.78万0.03%800 00.0% — 不变
BROS DUTCH BROS INC CL A $5.79万0.03%806 00.0% — 不变
A AGILENT TECHNOLOGIES INC COM $5.83万0.03%439 307.3% $3,985 加仓
SAN BANCO SANTANDER SA ADR $6.24万0.03%4,521 00.0% — 不变
— ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF $6.66万0.04%1,467 29024.6% $1.32万 加仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $6.78万0.04%1,310 584.6% $3,003 加仓
ORCL ORACLE CORP COM $7.03万0.04%480 00.0% — 不变
MYI BLACKROCK MUNIYIELD QUALITY FD COM $7.05万0.04%6,350 00.0% — 不变
NEE NEXTERA ENERGY INC COM $7.26万0.04%827 253.1% $2,194 加仓
OC OWENS CORNING NEW COM $7.46万0.04%469 204.5% $3,179 加仓
SOXX ISHARES SEMICONDUCTOR ETF $7.57万0.04%118 87.3% $5,130 加仓
MEDP MEDPACE HLDGS INC COM $7.94万0.04%150 00.0% — 不变
CORT CORCEPT THERAPEUTICS INC COM $8.70万0.05%1,000 00.0% — 不变
THG HANOVER INS GROUP INC COM $8.76万0.05%409 409— $8.76万 新建仓
AEHR AEHR TEST SYS COM $9.61万0.05%1,000 00.0% — 不变
ESGE ISHARES ESG AWARE MSCI EM ETF $9.83万0.05%1,797 00.0% — 不变
IWV ISHARES RUSSELL 3000 ETF $10.15万0.06%238 00.0% — 不变
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $10.21万0.06%1,285 -339-20.9% -$2.69万 减仓
QQQM INVESCO NASDAQ 100 ETF $10.40万0.06%343 3712.1% $1.12万 加仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $11.11万0.06%1,007 -352-25.9% -$3.88万 减仓
MU MICRON TECHNOLOGY INC COM $11.54万0.06%100 00.0% — 不变
MUB ISHARES NATIONAL MUNI BOND ETF $11.55万0.06%1,073 00.0% — 不变
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF $11.66万0.06%4,666 00.0% — 不变
VCRM VANGUARD CORE TAX-EXEMPT BOND ETF $12.61万0.07%1,650 00.0% — 不变
BANR BANNER CORP COM NEW $12.84万0.07%1,933 00.0% — 不变
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $13.47万0.08%2,842 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $13.92万0.08%8,025 1,00014.2% $1.74万 加仓
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $13.93万0.08%2,765 562.1% $2,822 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $14.06万0.08%500 00.0% — 不变
— EATON VANCE TAX MNGED BUY WRIT COM $14.13万0.08%9,095 1,57721.0% $2.45万 加仓
ESGV VANGUARD ESG U.S. STOCK ETF $14.40万0.08%1,089 1,089— $14.40万 新建仓
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT $16.22万0.09%17,436 -408-2.3% -$3,794 减仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $16.72万0.09%8,158 00.0% — 不变
TSLA TESLA INC COM $17.37万0.10%413 00.0% — 不变
ESGD ISHARES ESG AWARE MSCI EAFE ETF $19.40万0.11%1,887 00.0% — 不变
BNDW VANGUARD TOTAL WORLD BOND ETF $22.16万0.12%3,233 -6,309-66.1% -$43.24万 减仓
RKLB ROCKET LAB CORP COM $22.62万0.13%2,225 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $26.09万0.15%11,669 5,65394.0% $12.64万 加仓
GOOGL ALPHABET INC CAP STK CL A $29.73万0.17%832 00.0% — 不变
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $30.90万0.17%3,615 -291-7.5% -$2.49万 减仓
IAU ISHARES GOLD TRUST $32.85万0.18%4,350 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME FD COM $34.77万0.19%28,689 00.0% — 不变
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF $36.74万0.20%3,764 00.0% — 不变
COLB COLUMBIA BKG SYS INC COM $74.37万0.41%23,204 00.0% — 不变
NZF NUVEEN MUN CR INCOME FD COM SH BEN INT $87.83万0.49%69,263 -328-0.5% -$4,159 减仓
APO APOLLO GLOBAL MGMT INC COM $129.55万0.72%10,950 2762.6% $3.27万 加仓
NFLX NETFLIX INC. COM $130.23万0.73%18,240 1881.0% $1.34万 加仓
META META PLATFORMS INC CL A $148.88万0.83%2,643 20.1% $1,127 加仓
IBIT ISHARES BITCOIN TRUST ETF $149.68万0.83%44,962 19,11574.0% $63.63万 加仓
GILD GILEAD SCIENCES INC COM $154.88万0.86%12,259 990.8% $1.25万 加仓
TMUS T-MOBILE US INC COM $155.44万0.87%9,267 1,62321.2% $27.22万 加仓
NBIX NEUROCRINE BIOSCIENCES INC COM $158.25万0.88%9,390 9,390— $158.25万 新建仓
DVN DEVON ENERGY CORP NEW COM $159.97万0.89%38,716 4751.2% $1.96万 加仓
VEEV VEEVA SYS INC CL A COM $163.01万0.91%9,185 2,60539.6% $46.23万 加仓
V VISA INC COM CL A $165.23万0.92%4,816 1062.3% $3.64万 加仓
PWR QUANTA SVCS INC COM $177.06万0.99%2,459 -990-28.7% -$71.28万 减仓
DELL DELL TECHNOLOGIES INC CL C $178.97万1.00%4,148 -8,123-66.2% -$350.47万 减仓
RMBS RAMBUS INC DEL COM $208.68万1.16%15,721 -39-0.2% -$5,177 减仓
AMZN AMAZON COM INC COM $215.99万1.20%9,062 -17-0.2% -$4,052 减仓
RKT ROCKET COS INC COM CL A $223.71万1.25%142,041 63,29080.4% $99.68万 加仓
LRCX LAM RESEARCH CORP COM NEW $227.50万1.27%5,250 -2,684-33.8% -$116.31万 减仓
NVDA NVIDIA CORPORATION COM $229.34万1.28%11,462 -78-0.7% -$1.56万 减仓
NVG NUVEEN AMT FREE MUN CR INC FD COM $259.11万1.44%202,429 11,5966.1% $14.84万 加仓
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $286.99万1.60%32,657 9262.9% $8.14万 加仓
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF $324.61万1.81%105,223 -128-0.1% -$3,949 减仓