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GILPIN WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0002058144

持仓数

999

前50大市值合计

$86.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VLUE ISHARES TR

MSCI USA VALUE

$5.3M

37,267

6.1%

NVDA NVIDIA CORPORATION

COM

$4.6M

26,637

5.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.7M

11,602

4.3%

IVV ISHARES TR

CORE S&P500 ETF

$3.7M

5,658

4.3%

VXF VANGUARD INDEX FDS

EXTEND MKT ETF

$3.2M

15,755

3.7%

FLRN SPDR SERIES TRUST

STATE STREET SPD

$3.2M

104,194

3.7%

AAPL APPLE INC

COM

$3.0M

11,823

3.5%

AOK ISHARES TR

CORE 30/70 CONSE

$2.8M

71,015

3.3%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$2.6M

78,564

3.0%

GOOGL ALPHABET INC

CAP STK CL A

$2.5M

8,802

2.9%

FTNT FORTINET INC

COM

$2.4M

29,743

2.8%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$2.4M

45,874

2.7%

JPM JPMORGAN CHASE & CO

COM

$2.1M

7,306

2.5%

MSFT MICROSOFT CORP

COM

$2.0M

5,515

2.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.0M

39,939

2.3%

BIL SPDR SERIES TRUST

STATE STREET SPD

$1.9M

21,022

2.2%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$1.9M

63,846

2.2%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$1.7M

85,855

1.9%

EPD ENTERPRISE PRODS PARTNERS L

COM

$1.6M

42,293

1.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.6M

3,265

1.8%

DGRO ISHARES TR

CORE DIV GRWTH

$1.6M

22,140

1.8%

AMGN AMGEN INC

COM

$1.5M

4,167

1.7%

GOOG ALPHABET INC

CAP STK CL C

$1.5M

5,066

1.7%

WFC WELLS FARGO & CO

COM

$1.4M

18,027

1.7%

AMZN AMAZON COM INC

COM

$1.4M

6,486

1.6%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.3M

43,323

1.5%

IWB ISHARES TR

RUS 1000 ETF

$1.3M

3,706

1.5%

CWB SPDR SERIES TRUST

STATE STREET SPD

$1.3M

14,298

1.5%

TLH ISHARES TR

10-20 YR TRS ETF

$1.3M

12,978

1.5%

IJH ISHARES TR

CORE S&P MCP ETF

$1.3M

18,653

1.5%

IEFA ISHARES TR

CORE MSCI EAFE

$1.2M

13,630

1.4%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$1.2M

15,008

1.4%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$1.1M

14,222

1.3%

IEF ISHARES TR

7-10 YR TRSY BD

$1.1M

11,720

1.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$1.1M

23,800

1.3%

TSLA TESLA INC

COM

$1.1M

2,831

1.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$948.1K

16,728

1.1%

RTX RTX CORPORATION

COM

$914.7K

4,742

1.1%

CSCO CISCO SYS INC

COM

$893.1K

11,510

1.0%

IEMG ISHARES INC

CORE MSCI EMKT

$886.5K

12,710

1.0%

USRT ISHARES TR

CRE U S REIT ETF

$873.7K

14,761

1.0%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$872.4K

5,964

1.0%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$857.4K

34,159

1.0%

V VISA INC

COM CL A

$842.5K

2,787

1.0%

WM WASTE MGMT INC DEL

COM

$827.2K

3,600

1.0%

CVX CHEVRON CORPORATION

COM

$778.8K

3,764

0.9%

COP CONOCOPHILLIPS

COM

$762.6K

5,777

0.9%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$762.4K

1,646

0.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$760.9K

3,068

0.9%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$758.0K

8,260

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

VLUE6.1%NVDA5.3%VTI4.3%IVV4.3%VXF3.7%FLRN3.7%

GILPIN WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心