Gould Capital, LLC
TACOMA WA · SEC CIK 0001908965
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO COM | $336.59万 | 2.04% | 44,259 | -2,957 | -6.3% | -$22.49万 | 减仓 |
| CAT | CATERPILLAR INC COM | $348.46万 | 2.11% | 4,919 | -2,972 | -37.7% | -$210.54万 | 减仓 |
| MRK | MERCK & CO INC COM | $349.28万 | 2.11% | 29,036 | -2,631 | -8.3% | -$31.65万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $375.80万 | 2.27% | 112,078 | 112,078 | — | $375.80万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $377.36万 | 2.28% | 10,194 | 97 | 1.0% | $3.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $394.61万 | 2.39% | 3,960 | 385 | 10.8% | $38.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $402.04万 | 2.43% | 80,088 | 2,361 | 3.0% | $11.85万 | 加仓 |
| AAPL | APPLE INC COM | $498.90万 | 3.02% | 19,658 | -210 | -1.1% | -$5.33万 | 减仓 |
| GLD | SPDR GOLD SHARES | $541.74万 | 3.28% | 12,590 | -2,105 | -14.3% | -$90.58万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $709.93万 | 4.30% | 131,348 | 7,968 | 6.5% | $43.07万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $831.70万 | 5.03% | 173,091 | 18,214 | 11.8% | $87.52万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,485.53万 | 8.99% | 201,729 | 31,826 | 18.7% | $234.37万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1,500.64万 | 9.08% | 126,530 | 20,417 | 19.2% | $242.15万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,659.05万 | 10.04% | 258,902 | 18,285 | 7.6% | $117.17万 | 加仓 |