Gould Capital, LLC
- SEC CIK
- 0001908965
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 217
- 較 2026 年第 1 季 +13
- 總值
- $1.79 億
- 較 2026 年第 1 季 +$1,416 萬 (+8.6%)
| 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 | 260,383 | $1,855 萬 | 10.3% | +1,481+0.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 207,154 | $1,521 萬 | 8.5% | +5,425+2.7% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 128,837 | $1,513 萬 | 8.4% | +2,307+1.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 184,198 | $892.1 萬 | 5.0% | +11,107+6.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 132,232 | $789.3 萬 | 4.4% | +884+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,884 | $575.4 萬 | 3.2% | +226+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,767 | $470.3 萬 | 2.6% | +177+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,223 | $456.0 萬 | 2.5% | +2,029+19.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 93,443 | $395.6 萬 | 2.2% | +13,355+16.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,834 | $376.3 萬 | 2.1% | +31+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,265 | $376.1 萬 | 2.1% | +229+0.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 36,482 | $372.8 萬 | 2.1% | +88+0.2% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 11,412 | $363.3 萬 | 2.0% | +120+1.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 44,396 | $360.8 萬 | 2.0% | +137+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,847 | $359.9 萬 | 2.0% | −113−2.9% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 112,318 | $359.1 萬 | 2.0% | +240+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,353 | $357.0 萬 | 2.0% | −1,566−31.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,037 | $352.1 萬 | 2.0% | +168+2.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,839 | $347.7 萬 | 1.9% | +85+0.9% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 29,418 | $344.9 萬 | 1.9% | +355+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,405 | $340.6 萬 | 1.9% | +210+2.1% | 加碼 | 歷史 |
| AESAES Corp | Stock | 231,656 | $339.6 萬 | 1.9% | +3,499+1.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 105,223 | $324.6 萬 | 1.8% | −128−0.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 32,657 | $287.0 萬 | 1.6% | +926+2.9% | 加碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 202,429 | $259.1 萬 | 1.4% | +11,596+6.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,462 | $229.3 萬 | 1.3% | −78−0.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,250 | $227.5 萬 | 1.3% | −2,684−33.8% | 減碼 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 142,041 | $223.7 萬 | 1.2% | +63,290+80.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,062 | $216.0 萬 | 1.2% | −17−0.2% | 減碼 | 歷史 |
| RMBSRambus Inc | COM | 15,721 | $208.7 萬 | 1.2% | −39−0.2% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,148 | $179.0 萬 | 1.0% | −8,123−66.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,459 | $177.1 萬 | 1.0% | −990−28.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,816 | $165.2 萬 | 0.9% | +106+2.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 9,185 | $163.0 萬 | 0.9% | +2,605+39.6% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 38,716 | $160.0 萬 | 0.9% | +475+1.2% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 9,390 | $158.3 萬 | 0.9% | +9,390 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 9,267 | $155.4 萬 | 0.9% | +1,623+21.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 12,259 | $154.9 萬 | 0.9% | +99+0.8% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 44,962 | $149.7 萬 | 0.8% | +19,115+74.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,643 | $148.9 萬 | 0.8% | +2+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 18,240 | $130.2 萬 | 0.7% | +188+1.0% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 10,950 | $129.5 萬 | 0.7% | +276+2.6% | 加碼 | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 69,263 | $87.8 萬 | 0.5% | −328−0.5% | 減碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 23,204 | $74.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,764 | $36.7 萬 | 0.2% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 28,689 | $34.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,350 | $32.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,615 | $30.9 萬 | 0.2% | −291−7.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 832 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 11,669 | $26.1 萬 | 0.1% | +5,653+94.0% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 2,225 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 3,233 | $22.2 萬 | 0.1% | −6,309−66.1% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,887 | $19.4 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 413 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 8,158 | $16.7 萬 | 0.1% | 00.0% | 不變 | – |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 17,436 | $16.2 萬 | 0.1% | −408−2.3% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,089 | $14.4 萬 | 0.1% | +1,089 | 新進 | – |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 9,095 | $14.1 萬 | 0.1% | +1,577+21.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 500 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,765 | $13.9 萬 | 0.1% | +56+2.1% | 加碼 | – |
| RIVNRivian Automotive, Inc. | Stock | 8,025 | $13.9 萬 | 0.1% | +1,000+14.2% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 2,842 | $13.5 萬 | 0.1% | 00.0% | 不變 | – |
| BANRBanner Corp | COM NEW | 1,933 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 1,650 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 4,666 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,073 | $11.5 萬 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 100 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,007 | $11.1 萬 | 0.1% | −352−25.9% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 343 | $10.4 萬 | 0.1% | +37+12.1% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 1,285 | $10.2 萬 | 0.1% | −339−20.9% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 238 | $10.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,797 | $9.83 萬 | 0.1% | 00.0% | 不變 | – |
| AEHRAehr Test Systems | COM | 1,000 | $9.61 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 409 | $8.76 萬 | <0.1% | +409 | 新進 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 1,000 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 150 | $7.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 118 | $7.57 萬 | <0.1% | +8+7.3% | 加碼 | – |
| OCOwens Corning | Stock | 469 | $7.46 萬 | <0.1% | +20+4.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 827 | $7.26 萬 | <0.1% | +25+3.1% | 加碼 | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 6,350 | $7.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 480 | $7.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 1,310 | $6.78 萬 | <0.1% | +58+4.6% | 加碼 | – |
| iShares Tr46436E668 | ESG AWARE AGGRSV | 1,467 | $6.66 萬 | <0.1% | +290+24.6% | 加碼 | – |
| SANBanco Santander, S.A. | ADR | 4,521 | $6.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 439 | $5.83 萬 | <0.1% | +30+7.3% | 加碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 806 | $5.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 800 | $5.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,140 | $5.61 萬 | <0.1% | +40+3.6% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 100 | $5.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 600 | $5.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 190 | $5.29 萬 | <0.1% | +10+5.6% | 加碼 | 歷史 |
| ATAIAtaiBeckley Inc. | COM SHS | 10,000 | $5.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 243 | $5.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,130 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 500 | $5.07 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 350 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 1,133 | $4.65 萬 | <0.1% | +500+79.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 65 | $4.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 600 | $4.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 855 | $4.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（6 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 100 | $2.26 萬 | <0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 70 | $1.19 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 71 | $1.03 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 160 | $9,719 | <0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 117 | $897 | <0.1% | 歷史 |
| IPSTIp Strategy Holdings, Inc. | Stock | 22 | $6 | <0.1% | 歷史 |