小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
GILL CAPITAL PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 10
增持 36
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$3.7M
15,973
-87%
清仓
—
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF
-$2.4M
0
-100%
增持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$2.3M
120,310
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。
+100%
减持
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
-$2.2M
88,342
-57%
增持
VUG
VANGUARD GROWTH ETF
+$1.5M
34,372
+2%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$1.5M
144,574
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.2M
179,702
+6%
增持
BSCW
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
+$1.0M
390,162
+6%
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$917.1K
118,083
+3%
增持
SCHA
SCHWAB ETFS- US SMALL-CAP ETF
+$904.9K
120,057
+4%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$903.9K
126,913
+14%
增持
VTV
VANGUARD VALUE ETF
+$826.5K
44,189
+5%
增持
SCHM
SCHWAB US MID-CAP ETF
+$716.0K
67,911
+4%
增持
VO
VANGUARD MID CAP
+$692.8K
24,436
+2%
减持
BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
+$556.2K
647,211
-1%
减持
SCHW
CHARLES SCHWAB CORP
+$552.1K
47,690
-4%
减持
QQQ
POWERSHARES QQQ TR
+$544.3K
10,677
-0%
增持
MSFT
MICROSOFT
+$507.9K
6,945
+4%
增持
VOO
VANGUARD S&P 500 ETF
+$492.2K
2,631
+57%
减持
—
PIMCO MUN INCOME FD COM
-$473.7K
309,499
-23%
减持
VB
VANGUARD SMALL CAP ETF
+$424.3K
18,909
-1%
减持
PML
PIMCO MUN INCOME FD II COM
-$377.8K
59,598
-47%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$354.6K
40,725
+16%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$344.4K
43,536
+18%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$330.9K
0
-100%
建仓
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$317.4K
9,130
增持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$265.7K
18,447
+55%
增持
IVV
ISHARES S&P 500 INDEX
+$263.3K
1,195
+67%
建仓
JPM
JPMORGAN CHASE & CO COM
+$259.6K
1,526
增持
BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
+$241.7K
83,702
+11%
减持
AAPL
APPLE INC
+$239.7K
12,734
-1%
减持
—
PIMCO MUN INCOME FD III COM
+$235.7K
400,213
-5%
建仓
UPS
UNITED PARCEL SERVICE INC
+$234.5K
1,361
增持
EJAN
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
+$225.3K
23,955
+42%
清仓
CSCO
CISCO SYS INC
-$223.4K
0
-100%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$220.4K
3,133
建仓
TSLA
TESLA INC COM
+$219.7K
884
建仓
DIS
DISNEY WALT CO COM
+$218.9K
2,424
建仓
SCHE
SCHWAB EMERGING MARKET EQ ETF
+$213.1K
8,597
清仓
AR
ANTERO RESOURCES CORP COM
-$211.6K
0
-100%
建仓
CRM
SALESFORCE COM
+$203.9K
775
建仓
GLD
SPDR GOLD ETF
+$202.3K
1,058
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$194.2K
219,738
-10%
增持
VV
VANGUARD LARGE-CAP ETF
+$192.1K
7,341
+2%
减持
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
+$189.4K
217,789
-4%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$185.0K
7,495
-0%
清仓
BSCV
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
-$179.4K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$178.0K
9,265
+8%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$168.6K
1,857
+6%
清仓
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
-$165.2K
0
-100%
清仓
F
FORD MOTOR COMPANY
-$165.2K
0
-100%
减持
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
+$139.9K
683,882
-10%
减持
CSM
PROSHARES LARGE CAP CORE PLUS
+$138.1K
77,633
-8%
增持
SHOP
SHOPIFY INC CL A
+$130.8K
5,466
+1%
减持
AMZN
AMAZON.COM INC
+$127.8K
6,877
-5%
增持
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$123.1K
34,820
+1%
增持
COST
COSTCO WHOLESALE CORP
+$122.7K
1,231
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$119.4K
1,729
+2%
减持
MUA
BLACKROCK MUNIASSETS FD INC COM
-$116.9K
37,917
-34%
减持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$115.5K
188,736
-7%
减持
AVGO
BROADCOM INC COM
+$114.9K
414
-1%
清仓
—
NUVEEN QUALITY PFD INCOME FD 2
-$109.2K
0
-100%
减持
—
EXXON MOBIL CORP COM
-$107.7K
4,089
-7%
建仓
JPC
NUVEEN PREFERRED AND CONVERTIBLE INCOME FU
+$106.4K
15,735
减持
SPY
SPDR S&P 500 ETF
-$96.6K
575
-34%
增持
GOOGL
GOOGLE INC
+$89.0K
9,601
+0%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$83.6K
41,537
-32%
减持
—
INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF
-$81.6K
65,036
-6%
减持
IJAN
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
-$70.3K
7,471
-30%
减持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-$68.8K
13,859
-18%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$68.0K
7,676
+6%
减持
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$66.7K
56,590
-1%
减持
FMN
FEDERATED HERMES PREM MUNI INM COM
-$64.1K
89,475
-18%
减持
TIP
ISHARES TIPS BOND ETF
-$60.5K
8,459
-10%
减持
BIZD
MARKET VECTORS ETF TR BUSINESS DEVELOPMENT CO ETF
-$58.6K
12,097
-23%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$57.2K
1,810
+2%
减持
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
-$50.4K
114,160
-10%
减持
XLE
ENERGY SELECT SECTOR SPDR
-$49.3K
5,342
-3%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$47.4K
23,090
-25%
减持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$44.0K
55,347
-4%
增持
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
+$42.7K
10,408
+6%
减持
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
-$39.4K
5,602
-3%
减持
KJUL
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
+$37.4K
35,180
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$36.2K
4,160
-4%
减持
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$35.9K
7,933
-2%
增持
PIM
PUTNAM MASTER INTER INCOME TR SH BEN INT
+$35.8K
175,386
+1%
减持
BKLN
POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC
-$35.7K
32,399
-6%
减持
RA
BROOKFIELD REAL ASSETS INCOME SHS BEN INT
-$33.1K
30,637
-12%
减持
SYK
STRYKER CORP
+$31.7K
1,271
-0%
减持
—
NXP SEMICONDUCTORS N V COM
+$30.0K
1,034
-0%
减持
META
META PLATFORMS INC CL A
+$28.9K
1,113
-8%
减持
—
ACCENTURE LTD BERMUDA CL A
+$26.7K
652
-1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$26.5K
1,606
+1%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$25.2K
695,343
-12%
增持
TTD
THE TRADE DESK INC COM CL A
+$23.1K
3,845
+18%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
+$21.9K
502,420
-2%
减持
SBUX
STARBUCKS CORP
+$19.8K
4,613
-0%
减持
SDOG
ALPS ETF TR SECTOR DIVIDEND DOGS ETF
-$19.1K
6,039
-14%
减持
MCD
MCDONALDS CORP COM
+$15.3K
812
-5%
增持
HSY
HERSHEY CO COM
-$14.8K
1,198
+1%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$14.1K
10,158
-11%
减持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$13.4K
113,465
-1%
减持
ADBE
ADOBE INC COM
+$13.2K
376
-9%
减持
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
-$12.5K
79,606
-6%
减持
—
INSIGHT SELECT INCOME FD COM
+$10.3K
15,511
-2%
减持
XJPIX
NUVEEN PFD & INCOME TERM FD COM
+$8.4K
11,435
-2%
减持
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
+$8.2K
137,187
-7%
增持
DNP
DNP SELECT INCOME FD INC COM
-$6.8K
30,300
+9%
增持
JNJ
JOHNSON & JOHNSON COM
+$5.2K
1,925
+1%
减持
IJUL
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
-$4.7K
10,735
-8%
减持
PEP
PEPSICO INC COM
-$3.6K
1,991
-1%
减持
JFR
NUVEEN FLOATING RATE INCOME FD COM
-$3.5K
108,769
-1%
减持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
-$2.2K
43,316
-7%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.7K
2,794
-1%
