GILL CAPITAL PARTNERS, LLC

报告期 2026-03-31 · CIK 0000729563

持仓数

701

前50大市值合计

$287.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 102 项建仓 9增持 44减持 43清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF

+$4.8M

232,050

增持

SCHG SCHWAB US LARGE CAP GROWTH ETF

+$2.4M

158,344 +12%

增持

VUG VANGUARD GROWTH ETF

+$1.7M

31,036 +10%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

— INVESCO BULLETSHARES 2025 CORPORATE BOND ETF

-$1.5M

128,396 -37%

减持

— INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF

-$794.3K

262,058 -12%

减持

NAD NUVEEN QUALITY MUNCP INCOME FD COM

-$743.4K

804,789 -5%

增持

BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF

+$667.1K

582,052 +4%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$552.3K

138,368 +2%

增持

BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN

+$538.4K

213,225 +11%

减持

AAPL APPLE INC

+$442.8K

13,066 -1%

增持

BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF

+$441.6K

483,239 +4%

增持

PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY

+$393.0K

64,780 +23%

减持

MSFT MICROSOFT

+$312.4K

7,453 -3%

清仓

VYM VANGUARD HIGH DIVIDEND YIELD

-$306.1K

0 -100%

增持

SCHV SCHWAB US LARGE CAP VALUE ETF

+$294.1K

112,207 +5%

增持

VB VANGUARD SMALL CAP ETF

+$282.2K

16,577 +6%

减持

NVDA NVIDIA CORPORATION COM

+$272.6K

2,293 -8%

清仓

GM GENERAL MOTORS CORP

-$267.7K

0 -100%

清仓

AR ANTERO RESOURCES CORP COM

-$258.3K

0 -100%

建仓

TTD THE TRADE DESK INC COM CL A

+$256.7K

4,214

增持

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

+$256.6K

31,957 +167%

建仓

— BARRICK GOLD CORP F

+$246.0K

13,249

清仓

IWB ISHARES TR RUSSELL 1000 INDEX ETF

-$245.2K

0 -100%

建仓

META META PLATFORMS INC CL A

+$243.1K

1,147

减持

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

+$240.8K

176,662 -1%

增持

SCHA SCHWAB ETFS- US SMALL-CAP ETF

+$237.7K

113,425 +2%

减持

QQQ POWERSHARES QQQ TR

+$233.5K

10,978 -11%

建仓

CRM SALESFORCE COM

+$212.6K

1,064

建仓

CSCO CISCO SYS INC

+$210.1K

4,019

建仓

GLD SPDR GOLD ETF

+$207.2K

1,131

建仓

ADBE ADOBE SYSTEMS INCORPORATED COM

+$203.1K

527

清仓

IWD ISHARES RUSSELL 1000 VALUE ETF

-$202.5K

0 -100%

减持

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH

-$192.6K

100,141 -10%

增持

— PIMCO MUN INCOME FD COM

-$183.4K

406,190 +0%

减持

— PIMCO MUN INCOME FD III COM

-$182.4K

428,533 -0%

增持

AMZN AMAZON.COM INC

+$182.4K

7,726 +5%

增持

VO VANGUARD MID CAP

+$176.6K

22,747 +0%

增持

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF

-$174.0K

277,146 +1%

增持

SCHM SCHWAB US MID-CAP ETF

+$170.7K

65,825 +1%

增持

PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

+$170.5K

58,888 +6%

增持

GOOGL GOOGLE INC

+$150.6K

9,688 +0%

建仓

CXW CORECIVIC INC COM

+$138.7K

15,076

增持

GOOG ALPHABET INC CAP STK CL C

+$135.2K

8,553 +1%

增持

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

+$116.1K

107,264 +1%

增持

SDOG ALPS ETF TR SECTOR DIVIDEND DOGS ETF

+$110.7K

6,989 +45%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$109.8K

8,155 +0%

减持

— INVESCO BULLETSHARES 2024 CORPORATE BOND ETF

-$107.1K

28,333 -16%

减持

PDI PIMCO DYNAMIC INCOME FD SHS

-$102.0K

208,213 -0%

减持

IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF

-$98.3K

5,757 -10%

减持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

-$96.6K

8,369 -19%

增持

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

+$96.0K

14,391 +23%

增持

VTV VANGUARD VALUE ETF

+$91.6K

36,732 +4%

增持

VV VANGUARD LARGE-CAP ETF

+$90.8K

7,089 +0%

增持

SHOP SHOPIFY INC CL A

+$86.9K

6,046 +3%

减持

CSM PROSHARES LARGE CAP CORE PLUS

+$81.1K

92,615 -4%

增持

BIZD MARKET VECTORS ETF TR BUSINESS DEVELOPMENT CO ETF

+$78.0K

18,553 +33%

减持

XLE ENERGY SELECT SECTOR SPDR

-$74.7K

5,500 -9%

减持

— EXXON MOBIL CORP COM

-$68.4K

5,398 -10%

清仓

CLNE CLEAN ENERGY FUELS CORP COM

-$62.2K

0 -100%

增持

— INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF

+$58.2K

145,765 +0%

减持

JNJ JOHNSON & JOHNSON COM

-$49.4K

1,919 -2%

减持

XLK TECHNOLOGY SELECT SECTOR SPDR

+$45.3K

1,775 -1%

增持

MUA BLACKROCK MUNIASSETS FD INC COM

+$41.9K

58,409 +10%

减持

AFL AFLAC INC COM

-$38.6K

3,873 -3%

增持

FMN FEDERATED HERMES PREM MUNI INM COM

+$35.3K

109,270 +0%

减持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

-$32.2K

77,175 -9%

增持

XNEAX NUVEEN AMT FREE QLTY MUN INCME COM

+$31.5K

822,280 +3%

减持

PMO PUTNAM MUN OPPORTUNITIES TR SH BEN INT

-$30.3K

30,827 -4%

减持

VOO VANGUARD S&P 500 ETF

+$29.6K

1,710 -2%

增持

HSY HERSHEY CO COM

+$28.1K

1,179 +0%

减持

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

+$27.9K

95,642 -4%

增持

IVV ISHARES S&P 500 INDEX

+$27.2K

756 +2%

减持

PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST

-$25.6K

42,928 -6%

减持

BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF

-$24.8K

18,545 -10%

增持

— WESTPORT INNOVATION

+$24.1K

91,957 +12%

增持

SCHE SCHWAB EMERGING MARKET EQ ETF

+$23.5K

22,822 +1%

减持

PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER

-$23.3K

60,102 -6%

减持

NBB NUVEEN TAXABLE MUNICPAL INM FD COM

+$18.8K

148,364 -0%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

-$18.2K

11,380 +84%

减持

DFUS DIMENSIONAL U.S. EQUITY ETF

+$17.8K

8,639 -2%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$16.8K

4,200 +1%

减持

KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY

+$16.3K

34,857 -0%

减持

SPY SPDR S&P 500 ETF

+$15.4K

694 -1%

增持

BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC

+$14.7K

34,652 +1%

减持

XJPIX NUVEEN PFD & INCOME TERM FD COM

-$14.1K

11,685 -1%

增持

F FORD MOTOR COMPANY

+$13.5K

13,230 +0%

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$13.5K

37,177 -3%

减持

— INSIGHT SELECT INCOME FD COM

+$11.2K

15,798 -0%

增持

— NUVEEN SR INCOME FD COM

+$10.4K

161,460 +1%

减持

IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY

+$10.1K

9,079 -2%

增持

WMB WILLIAMS COS INC COM

-$9.9K

14,271 +8%

减持

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

+$8.6K

52,928 -4%

减持

PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER

+$8.5K

92,210 -5%

增持

— NUVEEN QUALITY PFD INCOME FD 2

+$7.6K

17,698 +13%

减持

PIM PUTNAM MASTER INTER INCOME TR SH BEN INT

-$6.9K

173,801 -1%

增持

— INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF

+$5.1K

12,818 +0%

增持

— AURORA CANNABIS INC COM

-$4.5K

27,969 +8%

减持

TIP ISHARES TIPS BOND ETF

+$2.9K

9,357 -3%

减持

PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER

-$2.3K

98,367 -5%

减持

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

+$1.9K

7,905 -6%

减持

PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE

-$1.6K

17,914 -4%

减持

RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT

-$800

38,031 -2%