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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 38
增持 89
减持 14
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$7.4M
170,944
+85%
增持
LLY
ELI LILLY & CO
+$2.7M
4,390
+478%
增持
GOVT
ISHARES TR
+$2.0M
682,293
+17%
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
VCIT
VANGUARD SCOTTSDALE FDS
+$1.9M
133,160
+28%
增持
SPDW
SPDR INDEX SHS FDS
+$1.8M
278,542
+36%
减持
SPTL
SPDR SER TR
-$1.8M
284,707
-10%
增持
SPSM
SPDR SER TR
+$1.8M
89,879
+79%
清仓
IMCB
ISHARES TR
-$1.5M
0
-100%
增持
AAPL
APPLE INC
+$1.5M
30,984
+15%
增持
AMZN
AMAZON COM INC
+$1.5M
39,720
+3%
增持
SHYG
ISHARES TR
+$1.3M
246,507
+17%
增持
V
VISA INC
+$1.3M
14,884
+19%
减持
CSMD
PROFESIONALLY MANAGED PORTFO
-$1.2M
71,468
-37%
增持
MSFT
MICROSOFT CORP
+$1.2M
16,847
+23%
建仓
SONY
SONY GROUP CORP
+$1.2M
56,380
增持
SHOP
SHOPIFY INC
+$1.2M
30,568
+17%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
21,367
+51%
增持
SPMB
SPDR SER TR
+$1.1M
486,106
+17%
增持
ORCL
ORACLE CORP
+$1.0M
28,640
+31%
增持
TSLA
TESLA INC
+$1.0M
4,521
+49%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
3,700
+83%
增持
NFLX
NETFLIX INC
+$1.0M
3,400
+19%
增持
SPSB
SPDR SER TR
+$987.5K
167,674
+26%
增持
GOOG
ALPHABET INC
+$978.4K
18,537
+21%
增持
GOOGL
ALPHABET INC
+$960.6K
18,353
+21%
清仓
HLN
HALEON PLC
-$858.2K
0
-100%
增持
NOW
SERVICENOW INC
+$799.1K
3,888
+5%
增持
JAAA
JANUS DETROIT STR TR
+$775.3K
38,064
+68%
增持
COP
CONOCOPHILLIPS
+$739.1K
9,957
+322%
增持
MA
MASTERCARD INCORPORATED
+$736.3K
6,707
+18%
减持
JMBS
JANUS DETROIT STR TR
-$667.3K
51,123
-18%
建仓
CSGP
COSTAR GROUP INC
+$640.4K
8,945
减持
—
ICON PLC
-$624.7K
2,696
-35%
增持
BA
BOEING CO
+$594.0K
7,498
+55%
增持
BIL
SPDR SER TR
+$578.1K
14,451
+79%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$572.2K
39,531
-21%
增持
META
META PLATFORMS INC
+$562.2K
2,233
+72%
减持
CVS
CVS HEALTH CORP
-$537.8K
13,633
-25%
增持
SAP
SAP SE
+$524.7K
10,636
+16%
增持
SPEM
SPDR INDEX SHS FDS
+$494.4K
92,272
+25%
减持
FIX
COMFORT SYS USA INC
-$477.7K
525
-71%
减持
UNH
UNITEDHEALTH GROUP INC
-$477.2K
2,101
-20%
增持
DIS
DISNEY WALT CO
+$472.9K
13,476
+26%
建仓
ACIW
ACI WORLDWIDE INC
+$467.7K
9,009
建仓
IDCC
INTERDIGITAL INC
+$464.7K
2,399
增持
SPYV
SPDR SER TR
+$452.2K
149,081
+10%
增持
USHY
ISHARES TR
+$430.2K
88,378
+18%
清仓
TLT
ISHARES TR
-$426.1K
0
-100%
清仓
ICFI
ICF INTL INC
-$423.8K
0
-100%
增持
MUB
ISHARES TR
+$414.7K
6,918
+133%
建仓
PRIM
PRIMORIS SVCS CORP
+$408.1K
5,342
增持
JPM
JPMORGAN CHASE & CO.
+$406.9K
5,115
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$396.3K
4,220
+28%
建仓
VUG
VANGUARD INDEX FDS
+$395.7K
964
清仓
AZTA
AZENTA INC
-$379.8K
0
-100%
建仓
AVGO
BROADCOM INC
+$370.9K
1,600
增持
ABT
ABBOTT LABS
+$367.5K
22,915
+17%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$367.1K
8,544
增持
NVO
NOVO-NORDISK A S
-$366.5K
27,719
+20%
建仓
RMBS
RAMBUS INC DEL
+$362.1K
6,850
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$358.8K
4,660
+20%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$358.8K
2,454
增持
ZTS
ZOETIS INC
+$356.3K
10,046
+53%
增持
CPRT
COPART INC
+$354.4K
24,473
+22%
建仓
GLD
SPDR GOLD TR
+$346.2K
1,430
增持
AAON
AAON INC
+$342.9K
12,285
+20%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$319.8K
1,021
增持
MCD
MCDONALDS CORP
+$314.9K
3,229
+58%
增持
MSCI
MSCI INC
+$311.0K
2,988
+18%
增持
PSTG
PURE STORAGE INC
+$309.8K
11,834
+43%
增持
CSCO
CISCO SYS INC
+$304.4K
35,649
+5%
增持
RTX
RTX CORPORATION
+$304.0K
20,749
+20%
建仓
—
GLOBANT S A
+$299.1K
1,395
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$298.6K
5,948
清仓
INDA
ISHARES TR
-$297.9K
0
-100%
清仓
HUM
HUMANA INC
-$297.4K
0
-100%
清仓
MGPI
MGP INGREDIENTS INC NEW
-$289.7K
0
-100%
增持
JNK
SPDR SER TR
+$288.3K
28,953
+14%
增持
WDAY
WORKDAY INC
+$287.2K
5,584
+18%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$282.0K
98,135
+7%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$281.6K
3,723
建仓
SUB
ISHARES TR
+$266.3K
2,525
建仓
UBER
UBER TECHNOLOGIES INC
+$265.8K
4,407
减持
GLDM
WORLD GOLD TR
-$265.7K
6,485
-44%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$265.3K
10,396
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$262.7K
4,999
增持
BIZD
VANECK ETF TRUST
+$258.0K
83,600
+22%
建仓
—
SPOTIFY TECHNOLOGY S A
+$255.5K
571
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$255.0K
24,753
+23%
增持
BAC
BANK AMERICA CORP
+$251.2K
21,044
+24%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$249.6K
2,066
增持
PAYC
PAYCOM SOFTWARE INC
+$242.7K
3,931
+16%
建仓
WEC
WEC ENERGY GROUP INC
+$240.8K
2,561
建仓
ARES
ARES MANAGEMENT CORPORATION
+$240.4K
1,358
增持
TFIN
TRIUMPH FINANCIAL INC
+$237.8K
10,718
+16%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$236.0K
586
建仓
IVW
ISHARES TR
+$235.8K
2,322
增持
MORN
MORNINGSTAR INC
+$233.4K
3,062
+22%
增持
CAT
CATERPILLAR INC
+$231.4K
2,029
+57%
增持
WMT
WALMART INC
+$230.7K
11,385
+15%
建仓
MCK
MCKESSON CORP
+$226.3K
397
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$225.3K
7,678
+21%
减持
PHYL
PGIM ETF TR
-$222.3K
48,278
-9%
增持
ABNB
AIRBNB INC
+$222.1K
11,094
+14%
建仓
TYL
TYLER TECHNOLOGIES INC
+$220.9K
383
增持
LPLA
LPL FINL HLDGS INC
+$219.7K
1,688
+18%
建仓
NVS
NOVARTIS AG
+$218.8K
2,248
增持
EPAM
EPAM SYS INC
+$217.7K
3,024
+23%
建仓
VXUS
VANGUARD STAR FDS
+$215.4K
3,656
减持
JBBB
JANUS DETROIT STR TR
-$215.1K
40,414
-10%
建仓
VOO
VANGUARD INDEX FDS
+$214.4K
398
增持
BRO
BROWN & BROWN INC
+$213.0K
12,090
+23%
建仓
GIS
GENERAL MLS INC
+$212.9K
3,338
减持
WFC
WELLS FARGO CO NEW
+$212.7K
17,148
-2%
增持
PM
PHILIP MORRIS INTL INC
+$212.7K
10,262
+22%
建仓
XLK
SELECT SECTOR SPDR TR
+$212.5K
914
增持
STIP
ISHARES TR
+$212.1K
11,584
+23%
建仓
OKE
ONEOK INC NEW
+$209.6K
2,088
增持
CRM
SALESFORCE INC
+$208.4K
1,482
+41%
增持
MS
MORGAN STANLEY
+$208.3K
4,781
+27%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$206.9K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$206.7K
815
建仓
SHLD
GLOBAL X FDS
+$204.0K
5,453
增持
AEM
AGNICO EAGLE MINES LTD
+$203.3K
18,225
+20%
增持
PJT
PJT PARTNERS INC
+$203.2K
3,569
+32%
建仓
SNA
SNAP ON INC
+$201.7K
594
建仓
—
CYBERARK SOFTWARE LTD
+$201.2K
604
增持
C
CITIGROUP INC
+$200.1K
10,667
+21%
增持
CNC
CENTENE CORP DEL
+$196.4K
9,280
+91%
增持
ENB
ENBRIDGE INC
+$195.7K
24,843
+18%
增持
AME
AMETEK INC
+$191.1K
5,284
+19%
增持
NCNO
NCINO INC
+$191.0K
30,766
+15%
增持
HLI
HOULIHAN LOKEY INC
+$187.5K
4,614
+19%
增持
LRN
STRIDE INC
+$178.1K
4,689
+29%
增持
CASY
CASEYS GEN STORES INC
+$177.8K
1,835
+26%
减持
XHLF
BONDBLOXX ETF TRUST
-$177.7K
8,290
-30%
增持
ELF
E L F BEAUTY INC
+$172.7K
3,999
+32%
增持
VCEL
VERICEL CORP
+$172.4K
8,896
+19%
减持
SPTS
SPDR SER TR
-$172.2K
7,216
-44%
增持
BMI
BADGER METER INC
+$169.2K
3,101
+39%
建仓
NU
NU HLDGS LTD
+$168.8K
16,291
增持
FDS
FACTSET RESH SYS INC
+$168.3K
1,486
+25%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$162.3K
11,467
+22%
增持
CVX
CHEVRON CORP NEW
+$156.5K
6,562
+22%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$153.7K
4,267
+24%
增持
ADSK
AUTODESK INC
+$144.6K
1,331
+47%
增持
VZ
VERIZON COMMUNICATIONS INC
+$143.9K
34,837
+25%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$143.4K
8,853
+17%
增持
BOX
BOX INC
+$143.1K
14,032
+53%
增持
GLW
CORNING INC
+$140.9K
13,477
+22%
