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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 37
增持 94
减持 8
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SECT
NORTHERN LTS FD TR IV
-$9.6M
28,471
-87%
增持
SPYG
SPDR SERIES TRUST
+$8.2M
251,172
+29%
增持
BIL
SPDR SERIES TRUST
+$5.5M
74,372
+427%
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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.5M
16,690
-84%
增持
SPDW
SPDR INDEX SHS FDS
+$4.4M
392,423
+25%
增持
MSFT
MICROSOFT CORP
+$4.1M
23,409
+16%
增持
ORCL
ORACLE CORP
+$4.0M
42,093
+13%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
42,500
+53%
增持
COST
COSTCO WHSL CORP NEW
+$3.2M
3,423
+1415%
增持
SPYV
SPDR SERIES TRUST
+$2.9M
223,841
+30%
减持
AAPL
APPLE INC
-$2.3M
24,802
-25%
增持
SPEM
SPDR INDEX SHS FDS
+$2.2M
148,782
+41%
增持
GOVT
ISHARES TR
+$2.1M
846,789
+12%
增持
NFLX
NETFLIX INC
+$2.0M
3,470
+21%
增持
SPSM
SPDR SERIES TRUST
+$1.8M
141,654
+36%
增持
SLYG
SPDR SERIES TRUST
+$1.8M
67,564
+33%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
164,388
+12%
增持
CW
CURTISS WRIGHT CORP
+$1.4M
3,434
+339%
增持
SPMB
SPDR SERIES TRUST
+$1.4M
601,510
+11%
建仓
IDXX
IDEXX LABS INC
+$1.4M
2,579
增持
TSLA
TESLA INC
+$1.3M
8,966
+51%
增持
SHOP
SHOPIFY INC
+$1.3M
39,923
+15%
建仓
RELX
RELX PLC
+$1.3M
23,895
增持
META
META PLATFORMS INC
+$1.2M
4,417
+27%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$1.2M
5,255
增持
SHYG
ISHARES TR
+$1.1M
290,391
+8%
增持
ABT
ABBOTT LABS
+$1.0M
33,648
+26%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
918
-63%
清仓
WTS
WATTS WATER TECHNOLOGIES INC
-$993.7K
0
-100%
增持
GOOG
ALPHABET INC
+$971.8K
20,029
+21%
减持
AMZN
AMAZON COM INC
+$966.8K
45,299
-4%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$950.0K
58,926
+29%
增持
NOW
SERVICENOW INC
+$947.9K
2,299
+29%
建仓
SFM
SPROUTS FMRS MKT INC
+$930.2K
5,650
建仓
IWY
ISHARES TR
+$925.2K
3,753
增持
SBUX
STARBUCKS CORP
+$879.5K
24,504
+76%
增持
V
VISA INC
+$871.2K
19,952
+13%
增持
STRL
STERLING INFRASTRUCTURE INC
+$838.1K
6,261
+17%
增持
GOOGL
ALPHABET INC
+$805.8K
22,654
+10%
建仓
GSHD
GOOSEHEAD INS INC
+$791.2K
7,499
增持
SPTL
SPDR SERIES TRUST
+$748.0K
352,372
+11%
清仓
ENTG
ENTEGRIS INC
-$742.4K
0
-100%
清仓
TFIN
TRIUMPH FINANCIAL INC
-$738.5K
0
-100%
增持
MUB
ISHARES TR
+$719.2K
13,795
+101%
增持
THC
TENET HEALTHCARE CORP
+$712.5K
5,839
+149%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$712.5K
6,203
减持
STIP
ISHARES TR
-$705.6K
4,698
-59%
建仓
UTI
UNIVERSAL TECHNICAL INST INC
+$697.5K
20,581
增持
ELF
E L F BEAUTY INC
+$694.2K
9,819
+17%
清仓
LRN
STRIDE INC
-$694.1K
0
-100%
增持
SPSB
SPDR SERIES TRUST
+$687.3K
200,144
+12%
增持
SE
SEA LTD
+$671.8K
11,620
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$665.6K
7,437
+22%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$664.7K
17,696
+161%
增持
GLD
SPDR GOLD TR
+$656.4K
3,612
+134%
增持
DIS
DISNEY WALT CO
+$644.9K
18,039
+12%
增持
ADBE
ADOBE INC
+$644.7K
8,468
+23%
增持
BA
BOEING CO
+$643.8K
10,740
+14%
增持
SAP
SAP SE
+$641.6K
11,013
+9%
增持
AVAV
AEROVIRONMENT INC
+$637.0K
3,564
+12%
增持
AMAT
APPLIED MATLS INC
+$614.0K
7,584
+42%
建仓
FSS
FEDERAL SIGNAL CORP
+$613.2K
5,762
建仓
JBTM
JBT MAREL CORPORATION
+$592.3K
4,925
建仓
B
BARRICK MNG CORP
+$564.3K
27,104
建仓
IWX
ISHARES TR
+$562.1K
6,677
增持
MA
MASTERCARD INCORPORATED
+$547.8K
8,644
+10%
减持
TIP
ISHARES TR
-$547.3K
2,354
-68%
增持
AVGO
BROADCOM INC
+$544.7K
3,438
+43%
建仓
EME
EMCOR GROUP INC
+$543.0K
1,015
建仓
VUG
VANGUARD INDEX FDS
+$518.2K
1,182
增持
HEI/A
HEICO CORP NEW
+$511.3K
6,762
+15%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$508.1K
4,219
-34%
建仓
RSMV
LISTED FDS TR
+$497.2K
20,075
建仓
VOO
VANGUARD INDEX FDS
+$491.4K
865
增持
QQQ
INVESCO QQQ TR
+$477.2K
1,733
+70%
增持
MSCI
MSCI INC
+$475.9K
4,357
+21%
增持
IVV
ISHARES TR
+$474.9K
2,997
+22%
增持
WFC
WELLS FARGO CO NEW
+$456.9K
21,619
+22%
清仓
CRTO
CRITEO S A
-$453.7K
0
-100%
增持
CSMD
PROFESIONALLY MANAGED PORTFO
+$443.1K
77,840
+9%
增持
RTX
RTX CORPORATION
+$438.2K
22,315
+5%
清仓
—
BARRICK GOLD CORP
-$436.7K
0
-100%
建仓
—
ON HLDG AG
+$434.6K
8,349
建仓
—
MONDAY COM LTD
+$434.3K
1,381
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$433.8K
11,357
+176%
增持
PM
PHILIP MORRIS INTL INC
+$422.2K
12,419
+7%
增持
BAC
BANK AMERICA CORP
+$420.5K
30,005
+25%
清仓
TMAT
NORTHERN LTS FD TR IV
-$420.5K
0
-100%
清仓
BUYW
NORTHERN LTS FD TR IV
-$419.6K
0
-100%
建仓
SHY
ISHARES TR
+$418.3K
5,048
建仓
APD
AIR PRODS & CHEMS INC
+$417.1K
1,479
增持
GLW
CORNING INC
+$413.8K
21,726
+36%
清仓
OII
OCEANEERING INTL INC
-$411.1K
0
-100%
增持
BMI
BADGER METER INC
+$399.9K
4,875
+17%
增持
JAAA
JANUS DETROIT STR TR
+$389.5K
50,087
+18%
建仓
CNI
CANADIAN NATL RY CO
+$385.7K
3,707
增持
C
CITIGROUP INC
+$384.3K
13,856
+24%
增持
ABNB
AIRBNB INC
+$381.5K
14,575
+13%
增持
CALX
CALIX INC
+$372.0K
16,976
+13%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$365.7K
11,657
+16%
增持
MELI
MERCADOLIBRE INC
+$362.2K
361
+21%
增持
—
ACCENTURE PLC IRELAND
+$357.7K
7,369
+25%
增持
CAT
CATERPILLAR INC
+$348.4K
2,662
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$346.6K
2,527
+16%
增持
JMBS
JANUS DETROIT STR TR
+$343.3K
59,676
+15%
增持
CXT
CRANE NXT CO
+$340.1K
13,295
+81%
建仓
LDOS
LEIDOS HOLDINGS INC
+$338.7K
2,147
增持
—
NOVA LTD
+$335.6K
2,920
+15%
增持
MPWR
MONOLITHIC PWR SYS INC
+$334.3K
1,315
+22%
增持
MS
MORGAN STANLEY
+$332.0K
7,009
+25%
增持
FCX
FREEPORT-MCMORAN INC
+$329.5K
27,042
+21%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$327.2K
4,123
+99%
增持
QCOM
QUALCOMM INC
+$326.0K
9,164
+24%
增持
EPAM
EPAM SYS INC
+$321.4K
5,234
+46%
增持
ALGN
ALIGN TECHNOLOGY INC
+$313.7K
3,507
+59%
增持
ABBV
ABBVIE INC
+$312.2K
6,320
+54%
建仓
IWF
ISHARES TR
+$309.5K
729
建仓
IBN
ICICI BANK LIMITED
+$308.8K
9,180
建仓
SEIC
SEI INVTS CO
+$307.2K
3,419
清仓
SO
SOUTHERN CO
-$305.0K
0
-100%
增持
PHYL
PGIM ETF TR
+$301.3K
56,656
+15%
建仓
APH
AMPHENOL CORP NEW
+$295.5K
2,992
增持
RMBS
RAMBUS INC DEL
+$292.9K
13,925
+20%
建仓
PODD
INSULET CORP
+$292.8K
932
清仓
IVW
ISHARES TR
-$291.2K
0
-100%
建仓
INTU
INTUIT
+$290.6K
369
增持
HLI
HOULIHAN LOKEY INC
+$288.3K
6,855
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$287.7K
4,371
+20%
增持
HLNE
HAMILTON LANE INC
+$287.7K
4,656
+85%
增持
WAB
WABTEC
+$285.1K
5,033
+19%
增持
FIX
COMFORT SYS USA INC
+$285.1K
1,024
+25%
增持
HDB
HDFC BANK LTD
+$284.6K
12,861
+22%
增持
PJT
PJT PARTNERS INC
+$284.6K
6,065
+17%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$280.6K
1,620
增持
RY
ROYAL BK CDA
+$280.1K
12,135
+4%
增持
WDAY
WORKDAY INC
+$280.1K
7,708
+15%
建仓
PTC
PTC INC
+$275.6K
1,599
增持
CVLT
COMMVAULT SYS INC
+$274.0K
6,813
+18%
增持
—
ASML HOLDING N V
+$273.9K
1,305
+12%
建仓
SCHV
SCHWAB STRATEGIC TR
+$273.1K
9,871
建仓
IWD
ISHARES TR
+$272.3K
1,402
建仓
VMI
VALMONT INDS INC
+$272.0K
833
增持
BOOT
BOOT BARN HLDGS INC
+$263.0K
4,699
+12%
建仓
SCHG
SCHWAB STRATEGIC TR
+$261.6K
8,955
增持
SXT
SENSIENT TECHNOLOGIES CORP
+$261.3K
7,616
+16%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$260.1K
3,572
增持
ADSK
AUTODESK INC
+$260.0K
2,352
+32%
建仓
—
NVENT ELECTRIC PLC
+$259.1K
3,537
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$259.1K
6,835
+12%
建仓
IEV
ISHARES TR
+$258.7K
4,090
