Gould Capital, LLC
- SEC CIK
- 0001908965
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 216
- 較 2024 年第 1 季 +23
- 總值
- $1.42 億
- 較 2024 年第 1 季 −$14.1 萬 (−0.1%)
| 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 | 102,216 | $1,180 萬 | 8.3% | −90.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 161,825 | $1,166 萬 | 8.2% | −89−0.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 220,482 | $1,090 萬 | 7.7% | −2,316−1.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 149,421 | $727.2 萬 | 5.1% | −240.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,143 | $487.4 萬 | 3.4% | +66+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,637 | $475.4 萬 | 3.4% | −105−1.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 19,732 | $424.3 萬 | 3.0% | −640−3.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 17,148 | $388.0 萬 | 2.7% | +162+1.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 87,222 | $381.7 萬 | 2.7% | −990−1.1% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 34,272 | $378.7 萬 | 2.7% | +594+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 19,842 | $363.9 萬 | 2.6% | −659−3.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,586 | $349.3 萬 | 2.5% | −203−2.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 54,365 | $325.6 萬 | 2.3% | −1,032−1.9% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 35,309 | $315.3 萬 | 2.2% | −528−1.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 76,088 | $313.8 萬 | 2.2% | −717−0.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,932 | $310.3 萬 | 2.2% | +9,932 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 48,699 | $310.0 萬 | 2.2% | −672−1.4% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 10,737 | $308.9 萬 | 2.2% | −6−0.1% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 23,444 | $302.8 萬 | 2.1% | −203−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,420 | $302.3 萬 | 2.1% | −580−2.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,835 | $294.3 萬 | 2.1% | −1,732−16.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 59,710 | $283.7 萬 | 2.0% | +305+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 87,003 | $268.4 萬 | 1.9% | −1,693−1.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 34,034 | $265.0 萬 | 1.9% | +383+1.1% | 加碼 | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 84,459 | $231.9 萬 | 1.6% | −553−0.7% | 減碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 160,763 | $200.3 萬 | 1.4% | −423−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,312 | $180.0 萬 | 1.3% | +99+1.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,072 | $158.8 萬 | 1.1% | +33+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,941 | $148.3 萬 | 1.0% | +67+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,133 | $144.0 萬 | 1.0% | +43+2.1% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 11,390 | $139.6 萬 | 1.0% | −88−0.8% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,551 | $112.5 萬 | 0.8% | +175+2.4% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 5,006 | $111.9 萬 | 0.8% | +115+2.4% | 加碼 | 歷史 |
| SEICSEI Investments Co | COM | 16,653 | $107.7 萬 | 0.8% | +420+2.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,044 | $106.1 萬 | 0.7% | +113+2.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 26,473 | $105.1 萬 | 0.7% | +757+2.9% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 28,764 | $104.9 萬 | 0.7% | +1,026+3.7% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 83,601 | $103.2 萬 | 0.7% | −1,607−1.9% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 21,022 | $102.0 萬 | 0.7% | +744+3.7% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 9,994 | $99.7 萬 | 0.7% | +243+2.5% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 14,028 | $93.0 萬 | 0.7% | +453+3.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 13,201 | $90.6 萬 | 0.6% | +756+6.1% | 加碼 | 歷史 |
| RDFNRedfin Corp | COM | 150,649 | $90.5 萬 | 0.6% | +10,647+7.6% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 23,248 | $46.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 35,519 | $41.7 萬 | 0.3% | −94−0.3% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,964 | $37.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,461 | $36.4 萬 | 0.3% | −750−10.4% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,103 | $34.0 萬 | 0.2% | −166−13.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,316 | $28.6 萬 | 0.2% | +206+9.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 310 | $26.3 萬 | 0.2% | +60+24.0% | 加碼 | 歷史 |
| GLVClough Global Dividend & Income Fund | COM | 39,070 | $22.3 萬 | 0.2% | +1,095+2.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,708 | $20.7 萬 | 0.1% | −16−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 905 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 295 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 932 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,313 | $12.7 萬 | 0.1% | +80+6.5% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,614 | $12.7 萬 | 0.1% | +41+2.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 579 | $11.5 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,009 | $11.3 萬 | 0.1% | +120+13.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 620 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NATNordic American Tankers Ltd | COM | 25,675 | $10.2 萬 | 0.1% | +710+2.8% | 加碼 | 歷史 |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 31,745 | $9.68 萬 | 0.1% | +133+0.4% | 加碼 | 歷史 |
| BANRBanner Corp | COM NEW | 1,933 | $9.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 1,071 | $8.39 萬 | 0.1% | 00.0% | 不變 | – |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 5,757 | $8.13 萬 | 0.1% | +1,774+44.5% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 4,202 | $8.01 萬 | 0.1% | +122+3.0% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,717 | $8.00 萬 | 0.1% | +64+3.9% | 加碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 5,807 | $7.73 萬 | 0.1% | +398+7.4% | 加碼 | – |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 6,350 | $7.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 317 | $7.04 萬 | <0.1% | +16+5.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 976 | $6.91 萬 | <0.1% | −17−1.7% | 減碼 | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 3,443 | $6.54 萬 | <0.1% | −1,343−28.1% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 2,659 | $6.51 萬 | <0.1% | +109+4.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 607 | $6.47 萬 | <0.1% | +28+4.8% | 加碼 | – |
| NKENIKE, Inc. | Stock | 846 | $6.38 萬 | <0.1% | +25+3.0% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,866 | $6.26 萬 | <0.1% | +48+2.6% | 加碼 | – |
| BABoeing Co | Stock | 343 | $6.24 萬 | <0.1% | +40+13.2% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 150 | $6.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,130 | $6.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 1,390 | $5.98 萬 | <0.1% | −50−3.5% | 減碼 | – |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 2,330 | $5.16 萬 | <0.1% | −259−10.0% | 減碼 | 歷史 |
| JHIJohn Hancock Investors Trust | COM | 3,442 | $4.58 萬 | <0.1% | +57+1.7% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 800 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 230 | $4.53 萬 | <0.1% | −17−6.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 600 | $4.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 3,285 | $4.41 萬 | <0.1% | +750+29.6% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 260 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 1,783 | $3.93 萬 | <0.1% | +46+2.6% | 加碼 | – |
| FFord Motor Co | Stock | 3,114 | $3.91 萬 | <0.1% | +250+8.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 68 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,198 | $3.71 萬 | <0.1% | −62,673−98.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 266 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 350 | $3.59 萬 | <0.1% | −35−9.1% | 減碼 | – |
| iShares Tr46436E668 | ESG AWARE AGGRSV | 1,008 | $3.50 萬 | <0.1% | +823+444.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 294 | $3.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 2,000 | $3.37 萬 | <0.1% | −1,500−42.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 31 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 189 | $3.28 萬 | <0.1% | −7−3.6% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 304 | $3.26 萬 | <0.1% | −43−12.4% | 減碼 | – |
| ECLEcolab Inc. | Stock | 135 | $3.21 萬 | <0.1% | +2+1.5% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（4 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。