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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 36
增持 95
减持 10
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.1M
26,875
+78%
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
204,582
+45%
增持
SPYV
SPDR SER TR
+$2.5M
135,675
+42%
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。
增持
SPYG
SPDR SER TR
+$2.5M
92,291
+44%
增持
GOVT
ISHARES TR
+$2.3M
584,308
+15%
增持
ORCL
ORACLE CORP
+$2.2M
21,871
+104%
增持
SPMB
SPDR SER TR
+$2.1M
416,969
+24%
减持
CRM
SALESFORCE INC
-$2.0M
1,049
-88%
增持
SPTL
SPDR SER TR
+$1.7M
317,072
+15%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
104,419
+19%
增持
SHYG
ISHARES TR
+$1.6M
211,225
+18%
增持
SLYG
SPDR SER TR
+$1.5M
43,281
+50%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.2M
2,025
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
73,792
+45%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
4,284
+52%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.0M
50,135
+47%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$926.1K
91,861
+24%
增持
SHOP
SHOPIFY INC
+$888.3K
26,153
+43%
增持
SPSM
SPDR SER TR
+$869.4K
50,124
+47%
增持
MSCI
MSCI INC
+$862.3K
2,542
+98%
建仓
—
ASTRAZENECA PLC
+$808.5K
10,378
增持
NVDA
NVIDIA CORPORATION
+$800.0K
14,146
+90%
增持
SPSB
SPDR SER TR
+$777.6K
132,735
+22%
增持
HLN
HALEON PLC
+$710.1K
81,111
+352%
减持
NFLX
NETFLIX INC
-$704.9K
2,857
-29%
增持
NOW
SERVICENOW INC
+$644.0K
3,715
+9%
增持
IMCB
ISHARES TR
+$603.5K
20,386
+51%
增持
RTX
RTX CORPORATION
+$581.3K
17,308
+15%
减持
GOOG
ALPHABET INC
-$564.5K
15,263
-10%
增持
V
VISA INC
+$539.4K
12,475
+13%
清仓
SHY
ISHARES TR
-$537.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$527.4K
5,661
+10%
增持
WDAY
WORKDAY INC
+$521.2K
4,720
+67%
增持
ADBE
ADOBE INC
+$514.6K
4,923
+34%
增持
—
MEDTRONIC PLC
+$509.8K
21,027
+20%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$503.4K
0
-100%
建仓
EPAM
EPAM SYS INC
+$489.4K
2,459
减持
NKE
NIKE INC
-$489.1K
2,450
-74%
减持
SECT
NORTHERN LTS FD TR IV
-$456.1K
227,853
-8%
增持
CSCO
CISCO SYS INC
+$439.5K
33,935
+18%
清仓
LW
LAMB WESTON HLDGS INC
-$432.4K
0
-100%
建仓
TLT
ISHARES TR
+$426.1K
4,343
建仓
NEM
NEWMONT CORP
+$419.5K
7,849
增持
UNH
UNITEDHEALTH GROUP INC
+$418.7K
2,634
+20%
增持
SAP
SAP SE
+$412.9K
9,140
+10%
增持
TSLA
TESLA INC
+$406.2K
3,031
+55%
增持
COO
COOPER COS INC
+$402.2K
12,880
+10%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$400.3K
2,021
建仓
SPTS
SPDR SER TR
+$381.5K
12,972
增持
AAON
AAON INC
+$376.8K
10,226
+23%
增持
—
ACCENTURE PLC IRELAND
+$376.1K
4,802
+10%
增持
USHY
ISHARES TR
+$368.2K
74,933
+11%
清仓
WWD
WOODWARD INC
-$367.6K
0
-100%
增持
ABT
ABBOTT LABS
+$360.6K
19,511
+9%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$360.6K
1,418
增持
META
META PLATFORMS INC
+$351.5K
1,302
+67%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$348.6K
3,295
+15%
增持
JBBB
JANUS DETROIT STR TR
+$327.0K
44,982
+18%
建仓
CRTO
CRITEO S A
+$326.8K
8,122
减持
XHLF
BONDBLOXX ETF TRUST
-$323.2K
11,771
-35%
增持
CVS
CVS HEALTH CORP
+$319.5K
18,285
+30%
建仓
GILD
GILEAD SCIENCES INC
+$317.7K
3,789
增持
—
UNILEVER PLC
+$316.9K
22,578
+8%
增持
AEM
AGNICO EAGLE MINES LTD
+$316.1K
15,170
+10%
清仓
ONTO
ONTO INNOVATION INC
-$313.8K
0
-100%
建仓
LRN
STRIDE INC
+$309.2K
3,625
减持
IEF
ISHARES TR
-$304.8K
4,889
-42%
建仓
OII
OCEANEERING INTL INC
+$300.6K
12,088
建仓
BOX
BOX INC
+$300.3K
9,176
增持
GOOGL
ALPHABET INC
+$298.3K
15,156
+25%
增持
PAYC
PAYCOM SOFTWARE INC
+$297.4K
3,380
+82%
建仓
VO
VANGUARD INDEX FDS
+$296.3K
1,123
建仓
IJH
ISHARES TR
+$295.8K
4,746
增持
POOL
POOL CORP
+$294.4K
1,898
+39%
建仓
MGPI
MGP INGREDIENTS INC NEW
+$289.7K
3,480
建仓
CEG
CONSTELLATION ENERGY CORP
+$289.4K
1,113
建仓
BN
BROOKFIELD CORP
+$281.4K
5,295
增持
STRL
STERLING INFRASTRUCTURE INC
+$279.0K
4,863
+35%
清仓
DRSK
ETF SER SOLUTIONS
-$274.9K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$274.3K
2,813
增持
JAAA
JANUS DETROIT STR TR
+$269.4K
22,699
+30%
减持
MSFT
MICROSOFT CORP
-$266.2K
13,645
-1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$265.3K
2,586
增持
DIS
DISNEY WALT CO
+$262.3K
10,684
+39%
建仓
UPS
UNITED PARCEL SERVICE INC
+$261.4K
1,917
增持
BA
BOEING CO
+$259.9K
4,822
+85%
增持
DUK
DUKE ENERGY CORP NEW
+$253.1K
8,888
+15%
建仓
ADSK
AUTODESK INC
+$248.8K
903
建仓
COP
CONOCOPHILLIPS
+$248.4K
2,359
建仓
ETR
ENTERGY CORP NEW
+$245.8K
1,868
清仓
QLYS
QUALYS INC
-$244.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$244.3K
27,817
+14%
建仓
VTI
VANGUARD INDEX FDS
+$241.4K
852
增持
ZTS
ZOETIS INC
+$239.0K
6,554
+9%
增持
LMAT
LEMAITRE VASCULAR INC
+$238.8K
6,759
+43%
增持
BRO
BROWN & BROWN INC
+$238.7K
9,850
+13%
增持
FDS
FACTSET RESH SYS INC
+$235.5K
1,186
+56%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$233.4K
20,081
+6%
建仓
OXY
OCCIDENTAL PETE CORP
+$232.4K
4,510
建仓
LMT
LOCKHEED MARTIN CORP
+$231.5K
396
增持
CVLT
COMMVAULT SYS INC
+$231.3K
3,589
+36%
建仓
MDLZ
MONDELEZ INTL INC
+$230.5K
3,129
增持
RY
ROYAL BK CDA
+$230.2K
11,051
+2%
增持
ELF
E L F BEAUTY INC
-$229.4K
3,021
+14%
建仓
CME
CME GROUP INC
+$226.2K
1,025
建仓
USB
US BANCORP DEL
+$219.9K
4,809
清仓
MCK
MCKESSON CORP
-$215.5K
0
-100%
增持
ENB
ENBRIDGE INC
+$215.4K
21,138
+17%
建仓
TXN
TEXAS INSTRS INC
+$213.4K
1,033
增持
CSW
CSW INDUSTRIALS INC
+$212.5K
1,483
+19%
建仓
RSG
REPUBLIC SVCS INC
+$211.5K
1,053
建仓
AXP
AMERICAN EXPRESS CO
+$208.3K
768
清仓
FFIN
FIRST FINL BANKSHARES INC
-$208.2K
0
-100%
增持
HEI/A
HEICO CORP NEW
+$207.4K
4,006
+17%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$207.0K
748
建仓
—
LYONDELLBASELL INDUSTRIES N
+$206.9K
2,157
建仓
WSO
WATSCO INC
+$200.7K
408
减持
—
EXXON MOBIL CORP
-$199.0K
6,672
-22%
增持
WMT
WALMART INC
+$193.5K
9,881
+11%
增持
FIX
COMFORT SYS USA INC
+$188.5K
1,794
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$186.8K
9,399
+30%
增持
PEP
PEPSICO INC
+$183.4K
9,055
+10%
增持
LOW
LOWES COS INC
+$182.9K
2,344
+14%
增持
—
AON PLC
+$182.5K
2,031
+15%
增持
CMCSA
COMCAST CORP NEW
+$180.6K
24,616
+14%
增持
CALX
CALIX INC
+$180.1K
11,311
+55%
增持
KO
COCA COLA CO
+$179.0K
8,620
+25%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$174.5K
2,135
+24%
增持
HD
HOME DEPOT INC
+$171.6K
1,522
+18%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$168.9K
7,543
+9%
增持
BDX
BECTON DICKINSON & CO
+$167.9K
4,062
+17%
增持
—
ASPEN TECHNOLOGY INC
+$167.5K
2,572
+14%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$167.2K
1,616
+16%
增持
GD
GENERAL DYNAMICS CORP
+$162.6K
3,255
+15%
减持
PM
PHILIP MORRIS INTL INC
+$160.3K
8,421
-1%
增持
EFX
EQUIFAX INC
+$160.2K
2,008
+13%
增持
SKY
CHAMPION HOMES INC
+$157.9K
4,429
+14%
增持
IT
GARTNER INC
+$156.3K
1,775
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$152.9K
2,753
+10%
增持
JNJ
JOHNSON & JOHNSON
+$151.3K
2,954
+32%
增持
ABNB
AIRBNB INC
-$148.3K
9,745
+7%
增持
ABBV
ABBVIE INC
+$148.1K
2,666
+21%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$147.3K
3,445
+12%
增持
HLI
HOULIHAN LOKEY INC
+$147.0K
3,884
+12%
增持
UFPT
UFP TECHNOLOGIES INC
+$144.3K
1,758
+12%
增持
MPC
MARATHON PETE CORP
+$141.4K
2,971
+50%
增持
BOOT
BOOT BARN HLDGS INC
+$138.8K
3,297
+3%
增持
—
PENTAIR PLC
+$137.3K
4,589
+13%
增持
NVO
NOVO-NORDISK A S
-$136.5K
23,103
+14%
增持
CNS
COHEN & STEERS INC
+$136.5K
4,088
+16%
