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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,659.05万 | 10.04% | 258,902 | 18,285 | 7.6% | $117.17万 | 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 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,485.53万 | 8.99% | 201,729 | 31,826 | 18.7% | $234.37万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $831.70万 | 5.03% | 173,091 | 18,214 | 11.8% | $87.52万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $709.93万 | 4.30% | 131,348 | 7,968 | 6.5% | $43.07万 | 加仓 |
| GLD | SPDR GOLD SHARES | $541.74万 | 3.28% | 12,590 | -2,105 | -14.3% | -$90.58万 | 减仓 |
| AAPL | APPLE INC COM | $498.90万 | 3.02% | 19,658 | -210 | -1.1% | -$5.33万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $402.04万 | 2.43% | 80,088 | 2,361 | 3.0% | $11.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $394.61万 | 2.39% | 3,960 | 385 | 10.8% | $38.36万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $377.36万 | 2.28% | 10,194 | 97 | 1.0% | $3.59万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $375.80万 | 2.27% | 112,078 | 112,078 | — | $375.80万 | 新建仓 |
| MRK | MERCK & CO INC COM | $349.28万 | 2.11% | 29,036 | -2,631 | -8.3% | -$31.65万 | 减仓 |
| CAT | CATERPILLAR INC COM | $348.46万 | 2.11% | 4,919 | -2,972 | -37.7% | -$210.54万 | 减仓 |
| KO | COCA COLA CO COM | $336.59万 | 2.04% | 44,259 | -2,957 | -6.3% | -$22.49万 | 减仓 |
| UNP | UNION PAC CORP COM | $334.88万 | 2.03% | 13,803 | 460 | 3.4% | $11.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $329.16万 | 1.99% | 6,869 | -158 | -2.2% | -$7.57万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $326.05万 | 1.97% | 36,394 | 1,311 | 3.7% | $11.75万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $324.27万 | 1.96% | 105,351 | 8,937 | 9.3% | $27.51万 | 加仓 |
| AES | AES CORP COM | $321.47万 | 1.95% | 228,157 | -18,752 | -7.6% | -$26.42万 | 减仓 |
| AFL | AFLAC INC COM | $318.85万 | 1.93% | 29,063 | -492 | -1.7% | -$5.40万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $305.87万 | 1.85% | 11,292 | 758 | 7.2% | $20.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $299.90万 | 1.81% | 10,195 | 10,195 | — | $299.90万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $279.81万 | 1.69% | 9,754 | -5,616 | -36.5% | -$161.11万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $242.87万 | 1.47% | 31,731 | 3,193 | 11.2% | $24.44万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $235.30万 | 1.42% | 190,833 | 19,600 | 11.4% | $24.17万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $201.40万 | 1.22% | 12,271 | 1,103 | 9.9% | $18.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $201.26万 | 1.22% | 11,540 | -2,002 | -14.8% | -$34.91万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $192.43万 | 1.16% | 38,241 | 6,240 | 19.5% | $31.40万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $189.36万 | 1.15% | 3,449 | -448 | -11.5% | -$24.60万 | 减仓 |
| AMZN | AMAZON COM INC COM | $189.09万 | 1.14% | 9,079 | 533 | 6.2% | $11.10万 | 加仓 |
| NFLX | NETFLIX INC. COM | $173.57万 | 1.05% | 18,052 | 2,704 | 17.6% | $26.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $169.52万 | 1.03% | 7,934 | -8,212 | -50.9% | -$175.46万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $169.47万 | 1.03% | 12,160 | -1,226 | -9.2% | -$17.09万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $160.55万 | 0.97% | 7,644 | 3,390 | 79.7% | $71.20万 | 加仓 |
| META | META PLATFORMS INC CL A | $151.10万 | 0.91% | 2,641 | 384 | 17.0% | $21.97万 | 加仓 |
| V | VISA INC COM CL A | $142.35万 | 0.86% | 4,710 | 511 | 12.2% | $15.44万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $135.58万 | 0.82% | 15,760 | -2,627 | -14.3% | -$22.60万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $118.93万 | 0.72% | 10,674 | 1,795 | 20.2% | $20.00万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $115.58万 | 0.70% | 6,580 | 2,105 | 47.0% | $36.98万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $112.22万 | 0.68% | 78,751 | -16,415 | -17.2% | -$23.39万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $99.30万 | 0.60% | 25,847 | 8,288 | 47.2% | $31.84万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $84.76万 | 0.51% | 69,591 | -3,574 | -4.9% | -$4.35万 | 减仓 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $65.22万 | 0.39% | 9,542 | 683 | 7.7% | $4.67万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $63.65万 | 0.39% | 23,204 | -24 | -0.1% | -$658 | 减仓 |
| IAU | ISHARES GOLD TRUST | $38.35万 | 0.23% | 4,350 | -219 | -4.8% | -$1.93万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $33.31万 | 0.20% | 3,764 | -200 | -5.0% | -$1.77万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $32.99万 | 0.20% | 28,689 | -685 | -2.3% | -$7,878 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $30.12万 | 0.18% | 3,906 | 180 | 4.8% | $1.39万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $23.93万 | 0.14% | 832 | -34 | -3.9% | -$9,777 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $18.04万 | 0.11% | 1,887 | 30 | 1.6% | $2,869 | 加仓 |
| TSLA | TESLA INC COM | $15.35万 | 0.09% | 413 | 50 | 13.8% | $1.86万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $15.05万 | 0.09% | 1,624 | 467 | 40.4% | $4.33万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $15.00万 | 0.09% | 1,359 | -31,930 | -95.9% | -$352.48万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $14.92万 | 0.09% | 8,158 | -672 | -7.6% | -$1.23万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $14.29万 | 0.09% | 2,225 | 225 | 11.2% | $1.44万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $13.51万 | 0.08% | 2,842 | 830 | 41.3% | $3.95万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $12.72万 | 0.08% | 6,016 | 3,771 | 168.0% | $7.98万 | 加仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $12.40万 | 0.08% | 1,650 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $12.37万 | 0.07% | 2,709 | 2,709 | — | $12.37万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $12.12万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $11.85万 | 0.07% | 17,844 | 27 | 0.2% | $179 | 加仓 |
| BANR | BANNER CORP COM NEW | $11.73万 | 0.07% | 1,933 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $11.70万 | 0.07% | 4,666 | 1,609 | 52.6% | $4.03万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $11.39万 | 0.07% | 1,073 | 356 | 49.7% | $3.78万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $10.84万 | 0.07% | 7,518 | 32 | 0.4% | $461 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $10.57万 | 0.06% | 7,025 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $8.82万 | 0.05% | 238 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $8.17万 | 0.05% | 1,797 | -167 | -8.5% | -$7,594 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $7.45万 | 0.05% | 802 | 30 | 3.9% | $2,786 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $7.44万 | 0.05% | 12,700 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $7.28万 | 0.04% | 306 | 23 | 8.1% | $5,469 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $7.20万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $7.06万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $6.67万 | 0.04% | 6,350 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $5.87万 | 0.04% | 1,252 | 1,252 | — | $5.87万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5.64万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $5.54万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $5.20万 | 0.03% | 2,130 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $5.10万 | 0.03% | 4,521 | -2,145 | -32.2% | -$2.42万 | 减仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $5.06万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $4.86万 | 0.03% | 449 | 210 | 87.9% | $2.27万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $4.84万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4.84万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $4.79万 | 0.03% | 180 | 22 | 13.9% | $5,852 | 加仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $4.77万 | 0.03% | 1,177 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $4.66万 | 0.03% | 409 | 145 | 54.9% | $1.65万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $4.45万 | 0.03% | 255 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $4.37万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $4.25万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $4.16万 | 0.03% | 1,100 | -302 | -21.5% | -$1.14万 | 减仓 |
| BROS | DUTCH BROS INC CL A | $4.08万 | 0.02% | 806 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC COM | $4.03万 | 0.02% | 1,000 | 400 | 66.7% | $1.61万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $3.82万 | 0.02% | 855 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS COM | $3.71万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $3.70万 | 0.02% | 189 | 18 | 10.5% | $3,528 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.68万 | 0.02% | 408 | 408 | — | $3.68万 | 新建仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $3.62万 | 0.02% | 110 | 31 | 39.2% | $1.02万 | 加仓 |
| PLD | PROLOGIS INC. COM | $3.60万 | 0.02% | 272 | 49 | 22.0% | $6,477 | 加仓 |
| — | ATAIBECKLEY INC COM SHS | $3.54万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $3.51万 | 0.02% | 412 | 115 | 38.7% | $9,802 | 加仓 |