Gould Capital, LLC
TACOMA WA · SEC CIK 0001908965
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,855.23万 | 10.34% | 260,383 | 1,481 | 0.6% | $10.55万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,520.72万 | 8.48% | 207,154 | 5,425 | 2.7% | $39.82万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1,513.20万 | 8.43% | 128,837 | 2,307 | 1.8% | $27.10万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $892.07万 | 4.97% | 184,198 | 11,107 | 6.4% | $53.79万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $789.29万 | 4.40% | 132,232 | 884 | 0.7% | $5.28万 | 加仓 |
| AAPL | APPLE INC COM | $575.36万 | 3.21% | 19,884 | 226 | 1.1% | $6.54万 | 加仓 |
| GLD | SPDR GOLD SHARES | $470.31万 | 2.62% | 12,767 | 177 | 1.4% | $6.52万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $455.96万 | 2.54% | 12,223 | 2,029 | 19.9% | $75.69万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $395.64万 | 2.20% | 93,443 | 13,355 | 16.7% | $56.54万 | 加仓 |
| UNP | UNION PAC CORP COM | $376.29万 | 2.10% | 13,834 | 31 | 0.2% | $8,432 | 加仓 |
| MRK | MERCK & CO INC COM | $376.05万 | 2.10% | 29,265 | 229 | 0.8% | $2.94万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $372.81万 | 2.08% | 36,482 | 88 | 0.2% | $8,993 | 加仓 |
| PSA | PUBLIC STORAGE COM | $363.26万 | 2.02% | 11,412 | 120 | 1.1% | $3.82万 | 加仓 |
| KO | COCA COLA CO COM | $360.81万 | 2.01% | 44,396 | 137 | 0.3% | $1.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $359.88万 | 2.01% | 3,847 | -113 | -2.9% | -$10.57万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $359.08万 | 2.00% | 112,318 | 240 | 0.2% | $7,673 | 加仓 |
| CAT | CATERPILLAR INC COM | $357.02万 | 1.99% | 3,353 | -1,566 | -31.8% | -$166.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $352.12万 | 1.96% | 7,037 | 168 | 2.4% | $8.41万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $347.65万 | 1.94% | 9,839 | 85 | 0.9% | $3.00万 | 加仓 |
| AFL | AFLAC INC COM | $344.93万 | 1.92% | 29,418 | 355 | 1.2% | $4.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $340.59万 | 1.90% | 10,405 | 210 | 2.1% | $6.87万 | 加仓 |
| AES | AES CORP COM | $339.61万 | 1.89% | 231,656 | 3,499 | 1.5% | $5.13万 | 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 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $286.99万 | 1.60% | 32,657 | 926 | 2.9% | $8.14万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $259.11万 | 1.44% | 202,429 | 11,596 | 6.1% | $14.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $229.34万 | 1.28% | 11,462 | -78 | -0.7% | -$1.56万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $227.50万 | 1.27% | 5,250 | -2,684 | -33.8% | -$116.31万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $223.71万 | 1.25% | 142,041 | 63,290 | 80.4% | $99.68万 | 加仓 |
| AMZN | AMAZON COM INC COM | $215.99万 | 1.20% | 9,062 | -17 | -0.2% | -$4,052 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $208.68万 | 1.16% | 15,721 | -39 | -0.2% | -$5,177 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $178.97万 | 1.00% | 4,148 | -8,123 | -66.2% | -$350.47万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $177.06万 | 0.99% | 2,459 | -990 | -28.7% | -$71.28万 | 减仓 |
| V | VISA INC COM CL A | $165.23万 | 0.92% | 4,816 | 106 | 2.3% | $3.64万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $163.01万 | 0.91% | 9,185 | 2,605 | 39.6% | $46.23万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $159.97万 | 0.89% | 38,716 | 475 | 1.2% | $1.96万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $158.25万 | 0.88% | 9,390 | 9,390 | — | $158.25万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $155.44万 | 0.87% | 9,267 | 1,623 | 21.2% | $27.22万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $154.88万 | 0.86% | 12,259 | 99 | 0.8% | $1.25万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $149.68万 | 0.83% | 44,962 | 19,115 | 74.0% | $63.63万 | 加仓 |
| META | META PLATFORMS INC CL A | $148.88万 | 0.83% | 2,643 | 2 | 0.1% | $1,127 | 加仓 |
| NFLX | NETFLIX INC. COM | $130.23万 | 0.73% | 18,240 | 188 | 1.0% | $1.34万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $129.55万 | 0.72% | 10,950 | 276 | 2.6% | $3.27万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $87.83万 | 0.49% | 69,263 | -328 | -0.5% | -$4,159 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $74.37万 | 0.41% | 23,204 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $36.74万 | 0.20% | 3,764 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $34.77万 | 0.19% | 28,689 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $32.85万 | 0.18% | 4,350 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $30.90万 | 0.17% | 3,615 | -291 | -7.5% | -$2.49万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $29.73万 | 0.17% | 832 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $26.09万 | 0.15% | 11,669 | 5,653 | 94.0% | $12.64万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $22.62万 | 0.13% | 2,225 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $22.16万 | 0.12% | 3,233 | -6,309 | -66.1% | -$43.24万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $19.40万 | 0.11% | 1,887 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $17.37万 | 0.10% | 413 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $16.72万 | 0.09% | 8,158 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $16.22万 | 0.09% | 17,436 | -408 | -2.3% | -$3,794 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $14.40万 | 0.08% | 1,089 | 1,089 | — | $14.40万 | 新建仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $14.13万 | 0.08% | 9,095 | 1,577 | 21.0% | $2.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $14.06万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $13.93万 | 0.08% | 2,765 | 56 | 2.1% | $2,822 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $13.92万 | 0.08% | 8,025 | 1,000 | 14.2% | $1.74万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $13.47万 | 0.08% | 2,842 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP COM NEW | $12.84万 | 0.07% | 1,933 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $12.61万 | 0.07% | 1,650 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $11.66万 | 0.06% | 4,666 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $11.55万 | 0.06% | 1,073 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $11.54万 | 0.06% | 100 | 0 | 0.0% | — | 不变 |
| 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 |
| QQQM | INVESCO NASDAQ 100 ETF | $10.40万 | 0.06% | 343 | 37 | 12.1% | $1.12万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $10.21万 | 0.06% | 1,285 | -339 | -20.9% | -$2.69万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $10.15万 | 0.06% | 238 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $9.83万 | 0.05% | 1,797 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS COM | $9.61万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $8.76万 | 0.05% | 409 | 409 | — | $8.76万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $8.70万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $7.94万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $7.57万 | 0.04% | 118 | 8 | 7.3% | $5,130 | 加仓 |
| OC | OWENS CORNING NEW COM | $7.46万 | 0.04% | 469 | 20 | 4.5% | $3,179 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $7.26万 | 0.04% | 827 | 25 | 3.1% | $2,194 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $7.05万 | 0.04% | 6,350 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $7.03万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $6.78万 | 0.04% | 1,310 | 58 | 4.6% | $3,003 | 加仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $6.66万 | 0.04% | 1,467 | 290 | 24.6% | $1.32万 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $6.24万 | 0.03% | 4,521 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $5.83万 | 0.03% | 439 | 30 | 7.3% | $3,985 | 加仓 |
| BROS | DUTCH BROS INC CL A | $5.79万 | 0.03% | 806 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $5.78万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $5.61万 | 0.03% | 1,140 | 40 | 3.6% | $1,970 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $5.61万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $5.54万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $5.29万 | 0.03% | 190 | 10 | 5.6% | $2,786 | 加仓 |
| — | ATAIBECKLEY INC COM SHS | $5.27万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $5.26万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $5.10万 | 0.03% | 2,130 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $5.07万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $4.89万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $4.65万 | 0.03% | 1,133 | 500 | 79.0% | $2.05万 | 加仓 |
| CMI | CUMMINS INC COM | $4.64万 | 0.03% | 65 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $4.46万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $4.41万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |