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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
$451.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 57
增持 68
减持 7
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPTL
SPDR SER TR
+$4.4M
274,550
+153%
建仓
CSMD
PROFESIONALLY MANAGED PORTFO
+$3.3M
113,418
增持
SPYG
SPDR SER TR
+$3.2M
64,270
+141%
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。
建仓
JMBS
JANUS DETROIT STR TR
+$2.8M
62,565
增持
SPYV
SPDR SER TR
+$2.6M
95,631
+128%
增持
AMZN
AMAZON COM INC
+$2.2M
37,307
+34%
增持
MSFT
MICROSOFT CORP
+$2.1M
13,732
+43%
减持
SPSB
SPDR SER TR
-$2.0M
109,144
-38%
增持
SLYG
SPDR SER TR
+$1.9M
28,906
+356%
建仓
JBBB
JANUS DETROIT STR TR
+$1.9M
38,123
建仓
PHYL
PGIM ETF TR
+$1.8M
52,919
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.8M
87,960
+35%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
140,943
+53%
增持
GOOG
ALPHABET INC
+$1.5M
16,990
+58%
增持
GOVT
ISHARES TR
+$1.4M
505,971
+15%
增持
USHY
ISHARES TR
+$1.2M
67,613
+92%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
74,003
+43%
增持
NVO
NOVO-NORDISK A S
+$1.0M
20,228
+38%
清仓
MDYG
SPDR SER TR
-$1.0M
0
-100%
清仓
MDYV
SPDR SER TR
-$965.7K
0
-100%
建仓
IMCB
ISHARES TR
+$946.2K
13,499
增持
GOOGL
ALPHABET INC
+$906.9K
12,162
+40%
清仓
DGRW
WISDOMTREE TR
-$897.3K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$886.2K
34,013
+97%
建仓
JAAA
JANUS DETROIT STR TR
+$885.5K
17,404
减持
SPMB
SPDR SER TR
-$878.3K
337,142
-10%
增持
SHOP
SHOPIFY INC
+$873.8K
18,283
+323%
增持
AAPL
APPLE INC
+$838.1K
15,070
+11%
增持
V
VISA INC
+$832.6K
11,013
+49%
增持
NOW
SERVICENOW INC
+$829.0K
3,405
+40%
增持
SPEM
SPDR INDEX SHS FDS
+$821.9K
51,030
+68%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$784.9K
9,970
增持
JNK
SPDR SER TR
+$778.9K
25,743
+49%
清仓
ADSK
AUTODESK INC
-$765.9K
0
-100%
建仓
NCNO
NCINO INC
+$732.5K
23,290
增持
ADBE
ADOBE INC
+$704.3K
3,662
+39%
清仓
—
JPMORGAN CHASE & CO
-$703.8K
0
-100%
建仓
TFIN
TRIUMPH FINANCIAL INC
+$675.2K
8,259
增持
IVV
ISHARES TR
+$621.5K
2,038
+117%
建仓
MSCI
MSCI INC
+$619.5K
1,286
增持
XHLF
BONDBLOXX ETF TRUST
+$615.2K
18,236
+204%
增持
NVDA
NVIDIA CORPORATION
+$611.6K
7,430
+2092%
增持
SPSM
SPDR SER TR
+$608.9K
33,993
+82%
建仓
GLDM
WORLD GOLD TR
+$583.4K
12,657
增持
IEF
ISHARES TR
+$555.0K
8,377
+245%
增持
BRO
BROWN & BROWN INC
+$546.0K
8,743
+225%
清仓
SLYV
SPDR SER TR
-$544.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$531.5K
5,141
+43%
清仓
DFH
DREAM FINDERS HOMES INC
-$531.5K
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$521.7K
5,314
清仓
SONY
SONY GROUP CORP
-$518.0K
0
-100%
增持
ORCL
ORACLE CORP
+$508.5K
10,702
+34%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$503.4K
8,920
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$502.8K
2,821
+55%
增持
CRM
SALESFORCE INC
+$494.4K
8,967
+49%
建仓
CASY
CASEYS GEN STORES INC
+$489.2K
1,282
增持
NFLX
NETFLIX INC
+$484.7K
4,047
+9%
建仓
BA
BOEING CO
+$473.2K
2,600
增持
SAP
SAP SE
+$464.6K
8,334
+34%
增持
ABT
ABBOTT LABS
+$453.9K
17,936
+45%
清仓
DRI
DARDEN RESTAURANTS INC
-$448.0K
0
-100%
建仓
TIP
ISHARES TR
+$438.3K
4,105
清仓
RJF
RAYMOND JAMES FINL INC
-$432.9K
0
-100%
增持
—
UNILEVER PLC
+$420.0K
20,910
+44%
建仓
HDB
HDFC BANK LTD
+$419.2K
6,517
增持
ABNB
AIRBNB INC
+$413.1K
9,128
+55%
建仓
UFPT
UFP TECHNOLOGIES INC
+$412.4K
1,563
增持
UNH
UNITEDHEALTH GROUP INC
+$403.1K
2,202
+52%
增持
DFAC
DIMENSIONAL ETF TRUST
+$394.0K
19,104
+175%
建仓
META
META PLATFORMS INC
+$393.8K
781
建仓
TSLA
TESLA INC
+$386.9K
1,955
增持
CVS
CVS HEALTH CORP
+$386.6K
14,058
+153%
增持
RTX
RTX CORPORATION
+$385.7K
15,099
+30%
减持
TFLO
ISHARES TR
-$384.3K
5,051
-60%
清仓
TLT
ISHARES TR
-$380.9K
0
-100%
减持
MINT
PIMCO ETF TR
-$379.9K
2,600
-59%
增持
ZTS
ZOETIS INC
+$367.8K
6,008
+51%
建仓
ACIO
ETF SER SOLUTIONS
+$348.2K
9,254
增持
—
ASML HOLDING N V
+$348.0K
1,237
+31%
建仓
LPLA
LPL FINL HLDGS INC
+$347.4K
1,244
清仓
MEDP
MEDPACE HLDGS INC
-$337.5K
0
-100%
建仓
EXPO
EXPONENT INC
+$332.8K
3,499
增持
QUAL
ISHARES TR
+$332.0K
4,948
+59%
建仓
CSW
CSW INDUSTRIALS INC
+$330.8K
1,247
建仓
—
NOVA LTD
+$327.2K
1,395
建仓
PSTG
PURE STORAGE INC
+$326.7K
5,088
建仓
CVLT
COMMVAULT SYS INC
+$320.8K
2,639
增持
—
ICON PLC
+$318.6K
3,597
+49%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$309.3K
18,991
+33%
增持
CVX
CHEVRON CORP NEW
+$309.0K
5,772
+53%
建仓
LGND
LIGAND PHARMACEUTICALS INC
+$308.6K
3,663
增持
CSX
CSX CORP
+$306.3K
15,705
+166%
建仓
INDA
ISHARES TR
+$301.4K
5,404
建仓
MMSI
MERIT MED SYS INC
+$299.6K
3,486
减持
QLYS
QUALYS INC
-$297.6K
1,716
-47%
增持
LLY
ELI LILLY & CO
+$297.6K
644
+75%
增持
STIP
ISHARES TR
+$295.3K
10,275
+41%
建仓
MOG/A
MOOG INC
+$295.1K
1,764
建仓
BCPC
BALCHEM CORP
+$294.5K
1,913
清仓
FOXF
FOX FACTORY HLDG CORP
-$284.1K
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$282.3K
1,433
建仓
VVV
VALVOLINE INC
+$277.2K
6,416
建仓
DRSK
ETF SER SOLUTIONS
+$274.9K
10,170
增持
AEM
AGNICO EAGLE MINES LTD
+$270.7K
13,853
+30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$269.7K
2,871
+34%
增持
PM
PHILIP MORRIS INTL INC
+$267.5K
8,507
+31%
建仓
PAYC
PAYCOM SOFTWARE INC
+$265.6K
1,857
增持
HEI/A
HEICO CORP NEW
+$260.8K
3,430
+52%
建仓
CALX
CALIX INC
+$258.7K
7,301
清仓
BAX
BAXTER INTL INC
-$258.5K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$256.4K
156
建仓
CNS
COHEN & STEERS INC
+$255.8K
3,525
建仓
PJT
PJT PARTNERS INC
+$249.9K
2,316
建仓
CXT
CRANE NXT CO
+$248.6K
4,048
建仓
KNF
KNIFE RIVER CORP
+$247.6K
3,530
增持
AMT
AMERICAN TOWER CORP NEW
+$243.5K
2,507
+103%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$242.9K
4,915
建仓
SM
SM ENERGY CO
+$242.0K
5,598
建仓
SHEL
SHELL PLC
+$241.5K
3,346
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$240.4K
1,392
+99%
建仓
WRB
BERKLEY W R CORP
+$236.6K
3,011
清仓
ALGN
ALIGN TECHNOLOGY INC
-$233.8K
0
-100%
建仓
ABCB
AMERIS BANCORP
+$230.9K
4,585
增持
CSCO
CISCO SYS INC
+$229.9K
28,764
+26%
清仓
FMC
FMC CORP
-$228.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$228.0K
24,369
+32%
建仓
FCN
FTI CONSULTING INC
+$225.2K
1,045
增持
SFM
SPROUTS FMRS MKT INC
+$224.7K
5,662
+47%
建仓
POWI
POWER INTEGRATIONS INC
+$222.6K
3,172
建仓
YETI
YETI HLDGS INC
+$221.3K
5,800
增持
IT
GARTNER INC
+$216.0K
1,655
+50%
建仓
MCK
MCKESSON CORP
+$215.5K
369
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$215.3K
1,219
清仓
IEI
ISHARES TR
-$213.6K
0
-100%
建仓
VCEL
VERICEL CORP
+$212.9K
4,640
建仓
FFIN
FIRST FINL BANKSHARES INC
+$208.2K
7,051
清仓
SMPL
SIMPLY GOOD FOODS CO
-$205.9K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$203.9K
137
建仓
MUB
ISHARES TR
+$203.8K
1,913
增持
—
MEDTRONIC PLC
+$203.1K
17,574
+30%
增持
DUK
DUKE ENERGY CORP NEW
+$197.1K
7,699
+30%
建仓
F
FORD MTR CO DEL
+$194.0K
15,471
增持
BAC
BANK AMERICA CORP
+$191.4K
17,714
+31%
减持
SECT
NORTHERN LTS FD TR IV
-$191.3K
248,733
-3%
减持
BILS
SPDR SER TR
-$187.8K
7,404
-20%
增持
GD
GENERAL DYNAMICS CORP
+$186.6K
2,830
+26%
增持
MPWR
MONOLITHIC PWR SYS INC
+$185.4K
548
+40%
增持
AVAV
AEROVIRONMENT INC
+$183.9K
2,398
+45%
增持
LII
LENNOX INTL INC
+$182.9K
869
+51%
增持
GLW
CORNING INC
+$182.2K
14,040
+27%
