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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 35
增持 91
减持 10
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NOW
SERVICENOW INC
-$2.7M
1,778
-54%
增持
LLY
ELI LILLY & CO
+$2.2M
6,707
+53%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
314,306
+13%
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
—
AON PLC
+$1.9M
6,809
+194%
增持
GOVT
ISHARES TR
+$1.7M
753,956
+11%
增持
V
VISA INC
+$1.5M
17,728
+19%
增持
SPMB
SPDR SER TR
+$1.4M
539,655
+11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3M
146,343
+10%
建仓
SE
SEA LTD
+$1.2M
9,094
增持
SPTL
SPDR SER TR
+$1.2M
316,144
+11%
增持
SPYV
SPDR SER TR
+$1.1M
171,797
+15%
增持
SBUX
STARBUCKS CORP
+$1.0M
13,925
+280%
减持
SECT
NORTHERN LTS FD TR IV
-$954.3K
221,287
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$953.6K
2,171
-41%
增持
ABT
ABBOTT LABS
+$951.3K
26,711
+17%
减持
GOOG
ALPHABET INC
-$948.9K
16,523
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$933.5K
51,292
+47%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$929.7K
0
-100%
增持
SHYG
ISHARES TR
+$887.5K
267,901
+9%
增持
ZTS
ZOETIS INC
+$875.8K
15,260
+52%
增持
MA
MASTERCARD INCORPORATED
+$778.2K
7,863
+17%
增持
AEM
AGNICO EAGLE MINES LTD
+$755.3K
20,115
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$722.9K
4,949
+17%
增持
META
META PLATFORMS INC
+$703.5K
3,489
+56%
增持
SPYG
SPDR SER TR
+$669.6K
195,292
+14%
清仓
SFM
SPROUTS FMRS MKT INC
-$638.0K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$624.8K
105,799
+15%
增持
PM
PHILIP MORRIS INTL INC
+$604.8K
11,591
+13%
减持
—
ASML HOLDING N V
-$601.7K
1,165
-41%
增持
JNJ
JOHNSON & JOHNSON
+$562.4K
6,317
+88%
增持
BRO
BROWN & BROWN INC
+$541.9K
14,271
+18%
增持
CVS
CVS HEALTH CORP
+$514.2K
16,622
+22%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$512.2K
28,434
+15%
清仓
—
ASPEN TECHNOLOGY INC
-$496.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$491.0K
27,266
-2%
建仓
SXT
SENSIENT TECHNOLOGIES CORP
+$489.1K
6,571
建仓
TILE
INTERFACE INC
+$471.4K
23,761
建仓
SLV
ISHARES SILVER TR
+$456.3K
14,724
增持
ORCL
ORACLE CORP
+$443.7K
37,310
+30%
增持
MSFT
MICROSOFT CORP
+$442.6K
20,095
+19%
增持
CVX
CHEVRON CORP NEW
+$436.6K
8,292
+26%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$433.6K
106,196
+8%
增持
SONY
SONY GROUP CORP
+$420.3K
63,542
+13%
增持
RTX
RTX CORPORATION
+$419.6K
21,295
+3%
建仓
INSP
INSPIRE MED SYS INC
+$409.7K
2,572
清仓
VUG
VANGUARD INDEX FDS
-$395.7K
0
-100%
建仓
HLNE
HAMILTON LANE INC
+$374.1K
2,516
增持
AAPL
APPLE INC
-$370.5K
33,263
+7%
增持
QCOM
QUALCOMM INC
+$369.9K
7,379
+48%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$368.0K
0
-100%
减持
NFLX
NETFLIX INC
-$362.5K
2,861
-16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$353.8K
6,090
+18%
增持
SPSB
SPDR SER TR
+$348.4K
177,913
+6%
建仓
WM
WASTE MGMT INC DEL
+$348.2K
1,504
建仓
SCHW
SCHWAB CHARLES CORP
+$342.0K
4,369
增持
HEI/A
HEICO CORP NEW
+$338.7K
5,870
+21%
增持
DUK
DUKE ENERGY CORP NEW
+$332.5K
12,141
+14%
建仓
UNP
UNION PAC CORP
+$330.3K
1,398
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$328.0K
10,059
+31%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$324.9K
45,844
+16%
清仓
VVV
VALVOLINE INC
-$324.2K
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$315.1K
2,343
建仓
IVVB
BLACKROCK ETF TRUST II
+$301.1K
10,271
建仓
TSCO
TRACTOR SUPPLY CO
+$300.4K
5,452
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$295.9K
2,593
增持
AIG
AMERICAN INTL GROUP INC
+$295.3K
9,447
+31%
增持
TSLA
TESLA INC
-$290.0K
5,926
+31%
增持
GOOGL
ALPHABET INC
-$287.5K
20,608
+12%
增持
ABBV
ABBVIE INC
+$285.0K
4,109
+27%
增持
FCX
FREEPORT-MCMORAN INC
+$283.4K
22,259
+52%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$283.3K
9,994
+36%
清仓
VTI
VANGUARD INDEX FDS
-$282.6K
0
-100%
清仓
FCN
FTI CONSULTING INC
-$281.2K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$280.5K
0
-100%
增持
AAON
AAON INC
-$279.7K
14,923
+21%
增持
BA
BOEING CO
+$279.4K
9,420
+26%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$276.7K
1,666
增持
SLYG
SPDR SER TR
+$276.5K
50,853
+16%
增持
AMT
AMERICAN TOWER CORP NEW
+$273.3K
4,089
+22%
增持
TIP
ISHARES TR
+$268.0K
7,258
+44%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$266.9K
1,736
+70%
增持
—
MEDTRONIC PLC
+$266.7K
23,754
+2%
建仓
REGN
REGENERON PHARMACEUTICALS
+$265.7K
419
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$265.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$264.5K
6,077
+19%
增持
CVLT
COMMVAULT SYS INC
+$262.4K
5,792
+34%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$260.9K
2,130
+24%
减持
FE
FIRSTENERGY CORP
-$260.3K
6,019
-52%
建仓
XLI
SELECT SECTOR SPDR TR
+$259.0K
1,976
增持
AMZN
AMAZON COM INC
+$257.2K
47,153
+19%
增持
COP
CONOCOPHILLIPS
+$253.7K
11,818
+19%
建仓
CW
CURTISS WRIGHT CORP
+$248.4K
783
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$247.9K
998
+70%
建仓
ISRG
INTUITIVE SURGICAL INC
+$247.1K
499
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$246.2K
4,114
建仓
—
LYONDELLBASELL INDUSTRIES N
+$244.9K
3,478
增持
MSCI
MSCI INC
+$244.1K
3,602
+21%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$240.4K
0
-100%
增持
RMBS
RAMBUS INC DEL
+$236.5K
11,561
+69%
增持
TFIN
TRIUMPH FINANCIAL INC
-$235.6K
12,776
+19%
建仓
XLF
SELECT SECTOR SPDR TR
+$234.5K
4,707
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$233.6K
3,269
增持
UNH
UNITEDHEALTH GROUP INC
+$230.4K
2,469
+18%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$224.8K
3,523
增持
JAAA
JANUS DETROIT STR TR
+$222.7K
42,456
+12%
增持
CASY
CASEYS GEN STORES INC
+$219.1K
2,180
+19%
增持
PAYC
PAYCOM SOFTWARE INC
+$215.5K
4,674
+19%
清仓
VOO
VANGUARD INDEX FDS
-$214.4K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$213.7K
226
建仓
JKHY
HENRY JACK & ASSOC INC
+$213.6K
1,170
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$213.0K
1,444
建仓
—
STERIS PLC
+$212.8K
939
增持
MDLZ
MONDELEZ INTL INC
+$212.0K
6,572
+68%
建仓
MDYV
SPDR SER TR
+$211.7K
2,748
建仓
—
AZEK CO INC
+$211.7K
4,330
增持
CI
THE CIGNA GROUP
+$211.4K
2,155
+20%
建仓
MDYG
SPDR SER TR
+$211.3K
2,660
增持
CSGP
COSTAR GROUP INC
+$209.4K
10,726
+20%
清仓
SPTS
SPDR SER TR
-$209.3K
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$208.7K
2,801
+23%
增持
LRN
STRIDE INC
+$206.8K
5,487
+17%
增持
SPSM
SPDR SER TR
+$206.4K
104,116
+16%
建仓
MTUM
ISHARES TR
+$204.4K
1,011
增持
—
TECHNIPFMC PLC
+$204.3K
22,834
+27%
增持
SHEL
SHELL PLC
+$204.2K
8,045
+31%
建仓
MO
ALTRIA GROUP INC
+$204.1K
3,401
清仓
SHLD
GLOBAL X FDS
-$204.0K
0
-100%
建仓
GE
GE AEROSPACE
+$203.2K
1,015
增持
GD
GENERAL DYNAMICS CORP
+$202.4K
4,642
+15%
建仓
HQY
HEALTHEQUITY INC
+$202.4K
2,290
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$202.4K
13,952
+22%
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$201.6K
4,403
增持
COO
COOPER COS INC
+$201.5K
19,660
+24%
增持
ENB
ENBRIDGE INC
+$200.7K
28,318
+14%
增持
MMSI
MERIT MED SYS INC
+$200.3K
6,372
+30%
增持
LOW
LOWES COS INC
+$195.8K
3,884
+35%
增持
AME
AMETEK INC
+$194.0K
6,660
+26%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$193.3K
2,682
+33%
增持
WMB
WILLIAMS COS INC
+$188.3K
15,266
+14%
增持
SKY
CHAMPION HOMES INC
+$186.2K
6,745
+31%
增持
IDCC
INTERDIGITAL INC
+$185.7K
3,146
+31%
增持
WRB
BERKLEY W R CORP
+$185.2K
7,594
+25%
增持
USHY
ISHARES TR
+$183.8K
93,322
+6%
减持
QUAL
ISHARES TR
-$183.0K
4,461
-16%
增持
CPRT
COPART INC
+$182.2K
28,038
+15%
增持
CMCSA
COMCAST CORP NEW
+$180.2K
34,606
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$179.2K
1,446
-41%
增持
ACIW
ACI WORLDWIDE INC
+$171.2K
11,677
+30%
增持
—
ASTRAZENECA PLC
+$170.6K
13,903
+7%
增持
MELI
MERCADOLIBRE INC
+$169.9K
298
+23%
