Gould Capital, LLC
- SEC CIK
- 0001908965
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 213
- 較 2025 年第 1 季 −1
- 總值
- $1.50 億
- 較 2025 年第 1 季 +$653.3 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 243,745 | $1,390 萬 | 9.3% | −467−0.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 106,626 | $1,270 萬 | 8.5% | −121−0.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 169,387 | $1,247 萬 | 8.3% | −830.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 154,447 | $764.7 萬 | 5.1% | −260.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 124,429 | $615.4 萬 | 4.1% | −80−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,413 | $518.0 萬 | 3.5% | +80+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,228 | $464.2 萬 | 3.1% | −210−1.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 19,735 | $404.9 萬 | 2.7% | +282+1.4% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 34,590 | $381.9 萬 | 2.6% | −129−0.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,077 | $343.8 萬 | 2.3% | −28−0.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 48,376 | $342.3 萬 | 2.3% | +278+0.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 78,336 | $339.0 萬 | 2.3% | +474+0.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,542 | $331.6 萬 | 2.2% | +142+1.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 34,520 | $316.3 萬 | 2.1% | +867+2.6% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 10,715 | $314.4 萬 | 2.1% | +113+1.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 29,623 | $312.4 萬 | 2.1% | +466+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 43,413 | $308.4 萬 | 2.1% | +1,186+2.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,212 | $304.0 萬 | 2.0% | +282+2.2% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 31,038 | $299.5 萬 | 2.0% | +725+2.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 93,976 | $289.7 萬 | 1.9% | −4,926−5.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 15,956 | $283.0 萬 | 1.9% | +497+3.2% | 加碼 | 歷史 |
| AESAES Corp | Stock | 253,531 | $266.7 萬 | 1.8% | +7,766+3.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,920 | $244.8 萬 | 1.6% | +1,106+3.7% | 加碼 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 51,122 | $225.2 萬 | 1.5% | +2,746+5.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,165 | $223.8 萬 | 1.5% | −433−3.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,549 | $207.4 萬 | 1.4% | −20−1.3% | 減碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 172,692 | $206.0 萬 | 1.4% | +3,511+2.1% | 加碼 | 歷史 |
| RDFNRedfin Corp | COM | 169,176 | $189.3 萬 | 1.3% | −2,267−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,131 | $178.4 萬 | 1.2% | +17+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,171 | $160.2 萬 | 1.1% | −5−0.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 16,389 | $159.5 萬 | 1.1% | −10.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 13,327 | $147.8 萬 | 1.0% | −244−1.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,017 | $142.6 萬 | 1.0% | −59−1.4% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,708 | $140.2 萬 | 0.9% | −48−1.3% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 10,470 | $128.4 萬 | 0.9% | −19−0.2% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 8,149 | $115.6 萬 | 0.8% | +16+0.2% | 加碼 | 歷史 |
| RMBSRambus Inc | COM | 17,392 | $111.3 萬 | 0.7% | +312+1.8% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,182 | $106.6 萬 | 0.7% | +8+0.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 9,459 | $100.0 萬 | 0.7% | +31+0.3% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 16,142 | $98.8 萬 | 0.7% | −122−0.8% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 29,723 | $94.5 萬 | 0.6% | +693+2.4% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 75,615 | $90.1 萬 | 0.6% | −706−0.9% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 18,863 | $74.8 萬 | 0.5% | +484+2.6% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 23,248 | $54.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,821 | $40.2 萬 | 0.3% | −240−4.7% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,004 | $35.2 萬 | 0.2% | −22−2.1% | 減碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 30,263 | $34.2 萬 | 0.2% | −414−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 330 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,569 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,035 | $18.5 萬 | 0.1% | −339−14.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,412 | $17.5 萬 | 0.1% | +2,412 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 926 | $16.3 萬 | 0.1% | +40+4.5% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 2,596 | $16.0 萬 | 0.1% | −4,000−60.6% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,757 | $15.7 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 500 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,009 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| BANRBanner Corp | COM NEW | 1,933 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 214 | $11.8 萬 | 0.1% | −74−25.7% | 減碼 | – |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 31,181 | $11.2 萬 | 0.1% | +103+0.3% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 490 | $11.1 萬 | 0.1% | +22+4.7% | 加碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 8,330 | $10.9 萬 | 0.1% | +250+3.1% | 加碼 | – |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 7,426 | $10.7 萬 | 0.1% | +1,073+16.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 480 | $10.5 萬 | 0.1% | −31−6.1% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 7,025 | $9.65 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 267 | $9.36 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 1,862 | $8.85 萬 | 0.1% | 00.0% | 不變 | – |
| AXONAxon Enterprise, Inc. | COM | 100 | $8.28 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,964 | $7.69 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 1,055 | $7.32 萬 | <0.1% | −63−5.6% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 2,907 | $7.32 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 230 | $7.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RKLBRocket Lab Corp | COM | 2,000 | $7.15 萬 | <0.1% | −500−20.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 677 | $7.07 萬 | <0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 565 | $6.96 萬 | <0.1% | −36−6.0% | 減碼 | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 3,685 | $6.83 萬 | <0.1% | +60+1.7% | 加碼 | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 6,350 | $6.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROSDutch Bros Inc. | CL A | 826 | $5.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANBanco Santander, S.A. | ADR | 6,666 | $5.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 600 | $5.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,130 | $5.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 357 | $5.11 萬 | <0.1% | −36−9.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 243 | $5.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 800 | $5.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 150 | $4.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E668 | ESG AWARE AGGRSV | 1,177 | $4.54 萬 | <0.1% | +169+16.8% | 加碼 | – |
| JNPRJuniper Networks Inc | COM | 1,082 | $4.32 萬 | <0.1% | −79−6.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 158 | $4.26 萬 | <0.1% | +20+14.5% | 加碼 | 歷史 |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 1,771 | $3.90 萬 | <0.1% | −35−1.9% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 600 | $3.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 855 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 367 | $3.64 萬 | <0.1% | −62−14.5% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 260 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 492 | $3.40 萬 | <0.1% | +492 | 新進 | – |
| AMGNAmgen Inc | Stock | 120 | $3.35 萬 | <0.1% | −31−20.5% | 減碼 | 歷史 |
| NATNordic American Tankers Ltd | COM | 12,700 | $3.34 萬 | <0.1% | +1,500+13.4% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 264 | $3.12 萬 | <0.1% | +45+20.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 171 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 1,603 | $3.02 萬 | <0.1% | +21+1.3% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 200 | $3.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFIVF5, Inc. | Stock | 100 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（14 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 72 | $5,885 | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 13 | $4,374 | <0.1% | – |
| NTAPNetApp, Inc. | Stock | 40 | $3,514 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46 | $2,839 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 28 | $2,101 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 9 | $1,958 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 4 | $1,534 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28 | $1,224 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 11 | $764 | <0.1% | 歷史 |
| ADEAAdeia Inc. | COM | 50 | $661 | <0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5 | $500 | <0.1% | – |
| BIIBBiogen Inc. | COM | 3 | $411 | <0.1% | 歷史 |
| JWNNordstrom Inc | Stock | 10 | $245 | <0.1% | 歷史 |
| EQCEQC Liquidating Trust | COM SH BEN INT | 75 | $121 | <0.1% | 歷史 |