Gould Capital, LLC
- SEC CIK
- 0001908965
- 最新申報
- 2026/8/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/3 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 235
- 較 2022 年第 1 季 +30
- 總值
- $1.24 億
- 較 2022 年第 1 季 −$1,492 萬 (−10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 100,913 | $1,204 萬 | 9.7% | +569+0.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 114,738 | $1,167 萬 | 9.4% | +1,368+1.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,377 | $883.5 萬 | 7.1% | +1,585+1.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 145,172 | $719.2 萬 | 5.8% | +1,575+1.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 23,654 | $398.5 萬 | 3.2% | −107−0.5% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 35,329 | $389.0 萬 | 3.1% | −124−0.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 17,466 | $372.5 萬 | 3.0% | −174−1.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,621 | $364.0 萬 | 2.9% | +164+0.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,305 | $340.1 萬 | 2.7% | −793−2.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,967 | $314.3 萬 | 2.5% | −758−1.5% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 75,247 | $301.7 萬 | 2.4% | +932+1.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 58,247 | $295.6 萬 | 2.4% | +367+0.6% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 19,499 | $290.1 萬 | 2.3% | +127+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,404 | $284.0 萬 | 2.3% | −50−0.5% | 減碼 | 歷史 |
| AESAES Corp | Stock | 133,810 | $281.1 萬 | 2.3% | +565+0.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 35,168 | $268.7 萬 | 2.2% | +1,501+4.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 37,775 | $263.9 萬 | 2.1% | +826+2.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 84,823 | $255.4 萬 | 2.1% | −867−1.0% | 減碼 | – |
| AFLAflac Inc | Stock | 45,428 | $251.4 萬 | 2.0% | +45,428 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 14,013 | $250.5 萬 | 2.0% | −19−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 55,566 | $236.9 萬 | 1.9% | +2,054+3.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,312 | $231.1 萬 | 1.9% | +284+4.7% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 54,378 | $226.8 萬 | 1.8% | +2,406+4.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 60,147 | $225.0 萬 | 1.8% | +1,808+3.1% | 加碼 | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 69,194 | $185.6 萬 | 1.5% | +297+0.4% | 加碼 | – |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 102,324 | $128.5 萬 | 1.0% | −215−0.2% | 減碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 87,453 | $114.7 萬 | 0.9% | +5,842+7.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,612 | $112.2 萬 | 0.9% | −203−4.2% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 518 | $111.3 萬 | 0.9% | −21−3.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,555 | $101.5 萬 | 0.8% | +75+0.8% | 加碼依 20 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 5,029 | $99.0 萬 | 0.8% | −160−3.1% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 7,843 | $95.4 萬 | 0.8% | −223−2.8% | 減碼 | 歷史 |
| SEICSEI Investments Co | COM | 17,643 | $95.3 萬 | 0.8% | −485−2.7% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 11,320 | $95.0 萬 | 0.8% | +10,039+783.7% | 加碼 | – |
| FISVFiserv Inc | Stock | 10,527 | $93.7 萬 | 0.8% | −318−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,567 | $91.6 萬 | 0.7% | +123+3.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 24,328 | $90.7 萬 | 0.7% | −903−3.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,970 | $87.3 萬 | 0.7% | −350−1.8% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 14,354 | $86.7 萬 | 0.7% | −197−1.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,544 | $85.7 萬 | 0.7% | −37−1.4% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,532 | $80.2 萬 | 0.6% | −183−2.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,625 | $69.8 萬 | 0.6% | +153+1.2% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 23,248 | $66.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,077 | $65.7 萬 | 0.5% | +246+6.4% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,115 | $62.2 萬 | 0.5% | +30+0.3% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 40,712 | $50.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,603 | $34.8 萬 | 0.3% | +7+0.4% | 加碼 | – |
| RDFNRedfin Corp | COM | 42,091 | $34.7 萬 | 0.3% | +4,612+12.3% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,272 | $31.6 萬 | 0.3% | −92−1.7% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,935 | $28.5 萬 | 0.2% | +25+0.4% | 加碼 | – |
| GLVClough Global Dividend & Income Fund | COM | 32,478 | $26.4 萬 | 0.2% | +3,916+13.7% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 661 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,599 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 320 | $15.3 萬 | 0.1% | +60+23.1% | 加碼 | 歷史 |
| BANRBanner Corp | COM NEW | 1,933 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 141 | $9.50 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 640 | $9.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 41 | $8.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 9,864 | $8.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 13,584 | $8.00 萬 | 0.1% | +317+2.4% | 加碼 | 歷史 |
| NATNordic American Tankers Ltd | COM | 36,863 | $7.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,370 | $7.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 562 | $7.70 萬 | 0.1% | +42+8.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 726 | $7.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 6,350 | $7.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 4,786 | $7.30 萬 | 0.1% | +693+16.9% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,145 | $7.20 萬 | 0.1% | +78+7.3% | 加碼 | – |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 3,012 | $7.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 800 | $6.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 3,334 | $6.40 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 1,650 | $6.40 萬 | 0.1% | +505+44.1% | 加碼 | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 4,000 | $5.20 萬 | <0.1% | −2,408−37.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 631 | $4.90 萬 | <0.1% | +5+0.8% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 397 | $4.80 萬 | <0.1% | +7+1.8% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 1,848 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 171 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 283 | $4.30 萬 | <0.1% | +55+24.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 456 | $4.30 萬 | <0.1% | −20,453−97.8% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 876 | $4.30 萬 | <0.1% | +3+0.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 407 | $4.30 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 381 | $4.20 萬 | <0.1% | +5+1.3% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 227 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 855 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 22,257 | $4.10 萬 | <0.1% | +105+0.5% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 341 | $3.90 萬 | <0.1% | +1+0.3% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 600 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JHIJohn Hancock Investors Trust | COM | 2,915 | $3.80 萬 | <0.1% | +58+2.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 441 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 211 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,114 | $3.60 萬 | <0.1% | +68+6.5% | 加碼 | – |
| Global X FDS37950E549 | GLB X SUPERDIV | 3,736 | $3.50 萬 | <0.1% | +107+2.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 14 | $3.10 萬 | <0.1% | +1+7.7% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 1,560 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 200 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 306 | $2.80 萬 | <0.1% | +1+0.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 236 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| NIONIO Inc. | ADR | 1,255 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 150 | $2.60 萬 | <0.1% | +150 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 294 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 600 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（2 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。