Gibson Capital, LLC
WEXFORD PA · SEC CIK 0001427372
$5.37亿2026Q1 申报市值
87持仓数
89.1%前十大占比 · 第一大 50.9%
6 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VNQ 加仓+$598.17万
PNFP 新建仓+$38.15万
PNC 新建仓+$35.45万
DXYZ 新建仓+$26.78万
COHR 新建仓+$23.82万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$297.81万
DCO 减仓-$97.60万
PINNACLE FINL PA 清仓-$42.22万
AVDV 减仓-$37.30万
VOO 减仓-$11.05万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.73亿 | 50.85% | 851,601 | -9,283 | -1.1% | -$297.81万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.23亿 | 22.91% | 1,387,610 | 67,438 | 5.1% | $598.17万 | 加仓 |
| BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | $1,578.95万 | 2.94% | 622,367 | 951 | 0.2% | $2.41万 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $1,544.02万 | 2.87% | 375,765 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1,508.09万 | 2.81% | 21 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $1,054.76万 | 1.96% | 35,294 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL COM | $759.19万 | 1.41% | 62,229 | -8,000 | -11.4% | -$97.60万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $619.48万 | 1.15% | 70,267 | -4 | -0.0% | -$353 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $592.25万 | 1.10% | 27,539 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $562.19万 | 1.05% | 90,022 | -329 | -0.4% | -$2.05万 | 减仓 |
| AAPL | APPLE INC COM | $436.17万 | 0.81% | 17,186 | 698 | 4.2% | $17.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $360.19万 | 0.67% | 7,517 | 113 | 1.5% | $5.41万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $299.55万 | 0.56% | 24,717 | -24 | -0.1% | -$2,909 | 减仓 |
| CAT | CATERPILLAR INC COM | $291.67万 | 0.54% | 4,117 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $268.06万 | 0.50% | 4,486 | -185 | -4.0% | -$11.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $239.29万 | 0.45% | 13,721 | -463 | -3.3% | -$8.07万 | 减仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $219.65万 | 0.41% | 36,620 | -405 | -1.1% | -$2.43万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $207.14万 | 0.39% | 7,213 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $169.77万 | 0.32% | 17,001 | -3,735 | -18.0% | -$37.30万 | 减仓 |
| AMZN | AMAZON COM INC COM | $141.76万 | 0.26% | 6,807 | 552 | 8.8% | $11.50万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $135.57万 | 0.25% | 5,176 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $135.07万 | 0.25% | 3,649 | 22 | 0.6% | $8,143 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $131.00万 | 0.24% | 9,198 | 31 | 0.3% | $4,415 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $90.87万 | 0.17% | 1,391 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $90.82万 | 0.17% | 8,995 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $82.30万 | 0.15% | 1,930 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $79.62万 | 0.15% | 3,848 | 504 | 15.1% | $10.43万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $78.74万 | 0.15% | 20,495 | -469 | -2.2% | -$1.80万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $76.85万 | 0.14% | 21,478 | 107 | 0.5% | $3,828 | 加仓 |
| WMT | WALMART INC COM | $76.62万 | 0.14% | 6,165 | 46 | 0.8% | $5,717 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $71.76万 | 0.13% | 4,340 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $71.65万 | 0.13% | 18,728 | -350 | -1.8% | -$1.34万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $64.87万 | 0.12% | 2,256 | 164 | 7.8% | $4.72万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $64.45万 | 0.12% | 5,840 | 673 | 13.0% | $7.43万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $64.23万 | 0.12% | 25,049 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $63.97万 | 0.12% | 642 | -44 | -6.4% | -$4.38万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $63.06万 | 0.12% | 9,556 | 22 | 0.2% | $1,452 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $62.98万 | 0.12% | 2,899 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $60.63万 | 0.11% | 1,051 | 25 | 2.4% | $1.44万 | 加仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $56.94万 | 0.11% | 6,156 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $54.78万 | 0.10% | 3,229 | 7 | 0.2% | $1,187 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $54.45万 | 0.10% | 8,497 | 28 | 0.3% | $1,794 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $52.94万 | 0.10% | 14,121 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $50.95万 | 0.09% | 600 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $49.58万 | 0.09% | 5,346 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $49.44万 | 0.09% | 6,501 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $47.13万 | 0.09% | 3,245 | 3 | 0.1% | $436 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $45.90万 | 0.09% | 11,637 | 1 | 0.0% | $39 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $45.85万 | 0.09% | 2,146 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $45.82万 | 0.09% | 3,115 | 1 | 0.0% | $147 | 加仓 |
| STXF | STRIVE 500 ETF | $45.75万 | 0.09% | 10,900 | -1,685 | -13.4% | -$7.07万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $44.41万 | 0.08% | 7,820 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $42.32万 | 0.08% | 4,357 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $41.35万 | 0.08% | 1,368 | 40 | 3.0% | $1.21万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $40.75万 | 0.08% | 5,981 | -322 | -5.1% | -$2.19万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $40.35万 | 0.08% | 16,074 | -946 | -5.6% | -$2.37万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $38.15万 | 0.07% | 4,429 | 4,429 | — | $38.15万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $38.10万 | 0.07% | 1,572 | 4 | 0.3% | $969 | 加仓 |
| HD | HOME DEPOT INC COM | $37.86万 | 0.07% | 1,151 | 22 | 1.9% | $7,236 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $37.74万 | 0.07% | 1,283 | 28 | 2.2% | $8,236 | 加仓 |
| FNB | F N B CORP COM | $36.41万 | 0.07% | 21,776 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $35.45万 | 0.07% | 1,704 | 1,704 | — | $35.45万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $34.42万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $34.16万 | 0.06% | 958 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $33.98万 | 0.06% | 7,313 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $32.59万 | 0.06% | 2,709 | -1 | -0.0% | -$120 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $31.96万 | 0.06% | 7,002 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $30.72万 | 0.06% | 859 | 79 | 10.1% | $2.83万 | 加仓 |
| META | META PLATFORMS INC CL A | $30.61万 | 0.06% | 535 | 170 | 46.6% | $9.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $27.26万 | 0.05% | 1,888 | 8 | 0.4% | $1,155 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $26.78万 | 0.05% | 10,000 | 10,000 | — | $26.78万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $25.08万 | 0.05% | 3,250 | -345 | -9.6% | -$2.66万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $25.00万 | 0.05% | 4,574 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $23.82万 | 0.04% | 1,000 | 1,000 | — | $23.82万 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $23.82万 | 0.04% | 6,403 | 284 | 4.6% | $1.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $23.63万 | 0.04% | 473 | -2 | -0.4% | -$999 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $23.52万 | 0.04% | 820 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $23.52万 | 0.04% | 2,431 | 101 | 4.3% | $9,770 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $23.14万 | 0.04% | 1,582 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $22.76万 | 0.04% | 1,645 | 1 | 0.1% | $138 | 加仓 |
| SYK | STRYKER CORPORATION COM | $22.41万 | 0.04% | 682 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $21.91万 | 0.04% | 7,143 | 7,143 | — | $21.91万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $21.53万 | 0.04% | 2,106 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $21.49万 | 0.04% | 578 | 2 | 0.3% | $744 | 重新持有 |
| FAST | FASTENAL CO COM | $21.45万 | 0.04% | 4,622 | 0 | 0.0% | — | 重新持有 |
| BLK | BLACKROCK INC COM | $20.97万 | 0.04% | 218 | -90 | -29.2% | -$8.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $20.31万 | 0.04% | 336 | 336 | — | $20.31万 | 新建仓 |
| — | PINNACLE FINL PARTNERS INC COM | $0 | 0.00% | 0 | -4,425 | -100.0% | -$42.22万 | 清仓 |