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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 104增持 23减持 23

方向

标的

Δ市值

现股数(环比)

减持

QQQ POWERSHARES QQQ TR

-$7.1M

13,722 -44%

建仓

QQQM INVESCO NASDAQ 100 ETF

+$6.7M

28,393

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$2.8M

347,448 +11%

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。

VUG VANGUARD GROWTH ETF

减持

KR KROGER CO COM

-$1.6M

150,020 -25%

减持

SCHG SCHWAB US LARGE CAP GROWTH ETF

-$1.6M

458,707 -0%

增持

BSCZ INVESCO BULLETSHARES 2035 CORPORATE BOND ETF

+$903.7K

198,853 +30%

增持

JAVA JPMORGAN ACTIVE VALUE ETF

+$793.7K

179,750 +7%

增持

MSFT MICROSOFT

-$681.3K

7,065 +4%

增持

VTV VANGUARD VALUE ETF

+$623.0K

85,522 +1%

增持

AM ANTERO MIDSTREAM CORP COM

+$607.3K

45,134 +90%

建仓

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

+$568.7K

15,676

建仓

LMT LOCKHEED MARTIN CORP

+$553.6K

916

增持

AR ANTERO RESOURCES CORP COM

+$523.5K

19,742 +116%

增持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$449.8K

362,180 +2%

减持

CSM PROSHARES LARGE CAP CORE PLUS

-$426.7K

45,057 -5%

减持

SCHW CHARLES SCHWAB CORP

-$387.5K

31,664 -6%

增持

VO VANGUARD MID CAP

+$384.2K

41,902 +4%

减持

GOOG ALPHABET INC CAP STK CL C

-$366.9K

5,058 -13%

建仓

PNC PNC FINL SVCS GROUP INC COM

+$358.7K

1,724

建仓

IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY

+$354.4K

11,888

减持

SCHV SCHWAB US LARGE CAP VALUE ETF

+$338.5K

385,446 -0%

增持

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

+$299.1K

119,887 +8%

减持

AAPL APPLE INC

-$285.2K

14,432 -1%

建仓

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

+$273.8K

2,192

增持

VB VANGUARD SMALL CAP ETF

+$262.5K

29,373 +2%

建仓

BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF

+$228.5K

13,884

增持

SHOP SHOPIFY INC CL A SUB VTG SHS

-$225.0K

5,966 +3%

建仓

WMB WILLIAMS COS INC COM

+$218.5K

3,002

建仓

WMT WALMART INC COM

+$216.6K

1,743

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$213.7K

6,351 -5%

减持

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF

-$212.2K

103,162 -8%

增持

— EXXON MOBIL CORP COM

+$208.8K

4,224 +0%

建仓

AMD ADVANCED MICRO DEVICES INC COM

+$192.4K

946

建仓

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF

+$188.7K

2,661

增持

NVDA NVIDIA CORPORATION COM

-$184.9K

20,802 +2%

减持

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

-$184.1K

102,834 -2%

建仓

OUNZ VANECK MERK GOLD ETF

+$177.0K

3,930

减持

SCHM SCHWAB US MID-CAP ETF

+$177.0K

257,031 -1%

建仓

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

+$176.9K

2,861

建仓

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY

+$174.3K

4,177

建仓

EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL

+$174.1K

5,825

建仓

MU MICRON TECHNOLOGY INC COM

+$172.0K

509

增持

CXW CORECIVIC INC COM

+$168.5K

23,619 +62%

建仓

NEE NEXTERA ENERGY INC COM

+$167.3K

1,801

建仓

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

+$166.8K

5,988

建仓

GE GE AEROSPACE COM NEW

+$166.1K

585

增持

PML PIMCO MUN INCOME FD II COM

+$163.6K

264,164 +8%

减持

PDI PIMCO DYNAMIC INCOME FD SHS

-$162.2K

127,061 -4%

建仓

IYF ISHARES U.S. FINANCIALS ETF

+$161.0K

1,369

建仓

GWW WW GRAINGER INC COM

+$158.2K

145

建仓

JTEK JPMORGAN U.S. TECH LEADERS ETF

+$154.0K

1,936

建仓

IEFA ISHARES CORE MSCI EAFE ETF

+$153.8K

1,699

建仓

CVX CHEVRON CORPORATION COM

+$152.3K

736

增持

BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF

+$151.9K

237,746 +5%

建仓

IWM ISHARES RUSSELL 2000 ETF

+$151.0K

609

建仓

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$150.1K

698

建仓

GEV GE VERNOVA INC COM

+$147.5K

169

建仓

EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY

+$147.0K

4,919

建仓

GD GENERAL DYNAMICS CORP COM

+$146.6K

427

建仓

MRVL MARVELL TECHNOLOGY INC COM

+$146.5K

1,479

建仓

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$145.8K

2,091

减持

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

-$141.7K

43,020 -5%

建仓

EPD ENTERPRISE PRODS PARTNERS L P

+$140.0K

3,700

建仓

T AT&T INC COM

+$138.9K

4,791

建仓

UTF COHEN & STEERS INFRASTRUCTURE COM

+$137.6K

5,315

建仓

O REALTY INCOME CORP COM

+$134.7K

2,201

建仓

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

+$133.4K

2,859

建仓

— ACCENTURE LTD BERMUDA CL A

+$132.3K

667

建仓

BAC BANK AMERICA CORP COM

+$127.5K

2,616

减持

CRM SALESFORCE COM

-$126.1K

880 -20%

建仓

WFC WELLS FARGO & CO COM

+$123.5K

1,551

建仓

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

+$122.8K

2,227

建仓

PEY POWERSHARES HY DIVIDEND ACHIEVERS

+$121.3K

5,665

建仓

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

+$121.1K

2,474

增持

AMZN AMAZON.COM INC

-$120.0K

9,776 +5%

建仓

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$119.9K

2,428

建仓

IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY

+$118.0K

3,916

减持

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

-$117.7K

139,320 -1%

减持

XNEAX NUVEEN AMT FREE QLTY MUN INCME COM

-$116.6K

241,902 -1%

建仓

GLW CORNING INC COM

+$114.2K

840

建仓

KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER

+$113.3K

3,953

建仓

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$111.3K

1,200

增持

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

+$110.9K

148,455 +5%

建仓

PWR QUANTA SERVICES INC

+$109.8K

200

建仓

ADP AUTOMATIC DATA PROCESSING INC COM

+$109.7K

540

减持

SCHA SCHWAB ETFS- US SMALL-CAP ETF

+$108.8K

235,718 -0%

建仓

XLE ENERGY SELECT SECTOR SPDR

+$108.4K

1,770

建仓

ESGV VANGUARD ESG U.S. STOCK ETF

+$105.9K

943

建仓

FPF FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND

+$104.4K

5,923

减持

META META PLATFORMS INC CL A

-$104.0K

957 -3%

建仓

PSA PUBLIC STORAGE OPER CO COM

+$103.2K

381

建仓

V VISA INC

+$102.5K

339

建仓

BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

+$99.3K

5,060

建仓

BSMZ INVESCO BULLETSHARES 2035 MUNICIPAL BOND ETF

+$99.3K

3,950

建仓

AJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028

+$98.7K

3,570

建仓

VGM INVESCO TR INVT GRADE MUNS COM

+$98.6K

9,991

建仓

PRFZ INVESCO RAFI US 1500 SMALL-MID ETF

+$98.5K

2,148

建仓

NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY

+$96.7K

1,354

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$96.7K

2,516

建仓

ZFEB INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY

+$96.5K

3,800

建仓

OKE ONEOK INC NEW COM

+$96.4K

1,067

建仓

IWD ISHARES RUSSELL 1000 VALUE ETF

+$96.2K

450

建仓

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

+$96.0K

284

建仓

ISRG INTUITIVE SURGICAL INC COM NEW

+$95.9K

208

建仓

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

+$95.5K

1,613

建仓

LAPR INNOVATOR PREMIUM INCOME 15 BUFFER ETF - APRIL

+$92.4K

3,695

建仓

GBTC GRAYSCALE BITCOIN TRUST ETF

+$92.3K

1,750

建仓

NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

+$91.9K

1,682

建仓

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

+$91.5K

1,000

建仓

VBR VANGUARD SMALL CAP VALUE ETF

+$91.2K

420

建仓

IWR ISHARES TR RUSSELL MIDCAP INDEX FD

+$90.6K

932

建仓

PRF INVESCO RAFI US 1000 ETF

+$89.8K

1,890

减持

SPY SPDR S&P 500 ETF

-$89.3K

712 -12%

建仓

QCOM QUALCOMM INC

+$88.2K

685

建仓

QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND

+$88.1K

1,114

建仓

ANET ARISTA NETWORKS INC COM SHS

+$87.9K

716

建仓

MMM 3M CO COM

+$86.7K

597

建仓

LLY ELI LILLY & CO COM

+$86.6K

建仓

TTD THE TRADE DESK INC COM CL A

+$86.2K

3,801

建仓

PM PHILIP MORRIS INTL INC

+$86.1K

521

减持

IBM INTL BUSINESS MACHINES

-$85.5K

1,423 -2%

减持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

-$85.2K

49,627 -2%

减持

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

+$84.8K

144,492 -0%

建仓

SCHB SCHWAB ETFS- US BROAD MARKET ETF

+$82.8K

3,298

建仓

C CITIGROUP INC

+$82.2K

725

建仓

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

+$81.8K

3,298

建仓

LOW LOWES COS INC COM

+$81.8K

346

建仓

— NXP SEMICONDUCTORS N V COM

+$81.5K

414

建仓

KDEC INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER

+$79.6K

3,097

建仓

PXH INVESCO RAFI EMERGING MARKETS ETF

+$77.7K

2,887

增持

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

-$76.9K

116,719 +1%

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$75.2K

2,350

建仓

VYM VANGUARD HIGH DIVIDEND YIELD

+$73.6K

497

建仓

NJUN INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE

+$72.1K

2,305

建仓

AKAM AKAMAI TECH

+$71.3K

621

建仓

GLD SPDR GOLD ETF

+$71.0K

165

建仓

CAT CATERPILLAR INC COM

+$70.8K

100

建仓

YUMC YUM CHINA HLDGS INC COM

+$70.2K

1,440

建仓

DVY ISHARES DJ SELECT DIVIDEND

+$69.6K

460

建仓

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

+$69.6K

3,606

建仓

EMR EMERSON ELEC CO COM

+$68.4K

522

建仓

PTY PIMCO CORPORATE & INCOME OPPOR COM

+$68.3K

5,662

建仓

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF

+$68.0K

1,089

建仓

UPS UNITED PARCEL SERVICE INC

+$67.0K

681

增持

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

+$66.9K

43,674 +8%

建仓

CMCSA COMCAST CORP NEW CL A

+$66.8K

2,328

增持

VV VANGUARD LARGE-CAP ETF

-$66.6K

4,765 +1%

建仓

— LINDE PLC SHS

+$66.4K

134

建仓

MO ALTRIA GROUP INC COM

+$66.0K

1,000