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Gibbs Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Gibbs Wealth Management

报告期 2026-03-31 · CIK 0002081110

持仓数

433

前50大市值合计

$451.7M

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*

SPYG SPDR SERIES TRUST

STATE STREET SPD

$38.6M

393,753

8.5%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$32.6M

715,139

7.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$24.6M

434,660

5.4%

SHYG ISHARES TR

0-5YR HI YL CP

$21.9M

518,491

4.9%

NVDA NVIDIA CORPORATION

COM

$20.3M

116,374

4.5%

GOVT ISHARES TR

US TREAS BD ETF

$19.6M

853,799

4.3%

SPMB SPDR SERIES TRUST

STATE STREET SPD

$18.9M

843,445

4.2%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$15.8M

599,839

3.5%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$15.7M

189,502

3.5%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$13.0M

269,984

2.9%

SECT NORTHERN LTS FD TR IV

MAIN SECTR ROTN

$12.8M

212,191

2.8%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$11.6M

247,499

2.6%

MSFT MICROSOFT CORP

COM

$10.9M

29,554

2.4%

AAPL APPLE INC

COM

$10.6M

41,850

2.4%

AMZN AMAZON COM INC

COM

$10.0M

48,162

2.2%

GOOGL ALPHABET INC

CAP STK CL A

$10.0M

34,738

2.2%

ADI ANALOG DEVICES INC

COM

$9.4M

29,627

2.1%

BIL SPDR SERIES TRUST

STATE STREET SPD

$9.2M

100,526

2.0%

META META PLATFORMS INC

CL A

$8.3M

14,424

1.8%

TSLA TESLA INC

COM

$8.2M

22,064

1.8%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$7.2M

240,202

1.6%

V VISA INC

COM CL A

$7.1M

23,609

1.6%

AMAT APPLIED MATLS INC

COM

$6.1M

17,898

1.4%

GOOG ALPHABET INC

CAP STK CL C

$6.1M

21,207

1.4%

ORCL ORACLE CORP

COM

$6.0M

40,516

1.3%

AVGO BROADCOM INC

COM

$5.8M

18,674

1.3%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$5.7M

92,546

1.3%

BA BOEING CO

COM

$5.6M

28,171

1.2%

NFLX NETFLIX INC.

COM

$5.5M

57,128

1.2%

LLY ELI LILLY & CO

COM

$5.5M

5,940

1.2%

VZ VERIZON COMMUNICATIONS INC

COM

$4.8M

96,220

1.1%

JPM JPMORGAN CHASE & CO

COM

$4.5M

15,177

1.0%

USHY ISHARES TR

BROAD USD HIGH

$4.2M

112,738

0.9%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$4.1M

34,606

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$4.0M

4,054

0.9%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$4.0M

41,743

0.9%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$3.7M

73,461

0.8%

GLD SPDR GOLD TR

GOLD SHS

$3.7M

8,549

0.8%

CRM SALESFORCE INC

COM

$3.6M

19,112

0.8%

CVX CHEVRON CORPORATION

COM

$3.5M

17,068

0.8%

MCD MCDONALDS CORP

COM

$3.4M

11,006

0.8%

RTX RTX CORPORATION

COM

$3.3M

17,031

0.7%

IVV ISHARES TR

CORE S&P500 ETF

$3.3M

4,977

0.7%

PM PHILIP MORRIS INTL INC

COM

$3.0M

18,341

0.7%

STRL STERLING INFRASTRUCTURE INC

COM

$3.0M

7,306

0.7%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.9M

4

0.6%

COST COSTCO WHOLESALE CORPORATION

COM · 认购

$2.6M

2,600

0.6%

VRTX VERTEX PHARMACEUTICALS INC

COM

$2.5M

5,647

0.6%

DIS DISNEY WALT CO

COM

$2.5M

26,143

0.6%

WFC WELLS FARGO & CO

COM

$2.5M

31,592

0.6%

* 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

35%前 6 大占比

SPYG8.5%SPDW7.2%SPYV5.4%SHYG4.9%NVDA4.5%GOVT4.3%