Gerber Kawasaki Wealth & Investment Management
SANTA MONICA CA · SEC CIK 0001666736
$31.40亿2026Q1 申报市值
350持仓数
42.6%前十大占比 · 第一大 7.6%
33 / 18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
SPYG 加仓+$1.55亿
SPBO 加仓+$3,809.23万
USHY 加仓+$3,567.78万
TSLA 加仓+$3,004.31万
AXON 加仓+$2,134.32万
2026Q1 卖出最多 按季末市值估算
JNK 减仓-$3,192.07万
MSTR 减仓-$2,740.57万
ORCL 减仓-$838.20万
AJG 清仓-$824.38万
SCHD 减仓-$486.72万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $32.55万 | 0.01% | 2,096 | -958 | -31.4% | -$14.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.71万 | 0.01% | 3,838 | 22 | 0.6% | $1,875 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.06万 | 0.01% | 3,219 | 513 | 19.0% | $5.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $33.12万 | 0.01% | 2,003 | 198 | 11.0% | $3.27万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $33.37万 | 0.01% | 7,310 | -1,341 | -15.5% | -$6.12万 | 减仓 |
| CGCP | CAPITAL GROUP FIXED INCOME E | $33.39万 | 0.01% | 14,945 | -811 | -5.1% | -$1.81万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.63万 | 0.01% | 4,079 | -44 | -1.1% | -$3,627 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $34.16万 | 0.01% | 5,575 | 549 | 10.9% | $3.36万 | 加仓 |
| OKLO | OKLO INC | $34.16万 | 0.01% | 6,888 | 618 | 9.9% | $3.06万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.26万 | 0.01% | 789 | -37 | -4.5% | -$1.61万 | 减仓 |
| COP | CONOCOPHILLIPS | $34.81万 | 0.01% | 2,637 | 250 | 10.5% | $3.30万 | 加仓 |
| ETN | EATON CORP PLC | $35.00万 | 0.01% | 978 | 108 | 12.4% | $3.87万 | 加仓 |
| ONON | ON HLDG AG | $35.18万 | 0.01% | 10,341 | -2,133 | -17.1% | -$7.26万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.22万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $35.33万 | 0.01% | 8,932 | 1,546 | 20.9% | $6.12万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.62万 | 0.01% | 7,470 | -1,095 | -12.8% | -$5.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $35.63万 | 0.01% | 1,421 | 1,421 | — | $35.63万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $35.84万 | 0.01% | 1,845 | -619 | -25.1% | -$12.02万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $36.31万 | 0.01% | 12,968 | -1,487 | -10.3% | -$4.16万 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.36万 | 0.01% | 1,372 | 9 | 0.7% | $2,451 | 加仓 |
| NUSC | NUSHARES ETF TR | $37.59万 | 0.01% | 8,343 | -150 | -1.8% | -$6,759 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $37.70万 | 0.01% | 5,316 | -1,162 | -17.9% | -$8.24万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.08万 | 0.01% | 1,931 | 364 | 23.3% | $7.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $39.03万 | 0.01% | 1,306 | -93 | -6.6% | -$2.78万 | 减仓 |
| SLV | ISHARES SILVER TR | $39.11万 | 0.01% | 5,740 | 169 | 3.0% | $1.15万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $39.29万 | 0.01% | 8,375 | -611 | -6.8% | -$2.87万 | 减仓 |
| SPTM | SPDR SER TR | $39.50万 | 0.01% | 4,996 | -191 | -3.7% | -$1.51万 | 减仓 |
| TTAN | SERVICETITAN INC | $39.90万 | 0.01% | 6,288 | 6,288 | — | $39.90万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $39.93万 | 0.01% | 11,904 | -6,907 | -36.7% | -$23.17万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $40.69万 | 0.01% | 34,925 | 1,075 | 3.2% | $1.25万 | 加仓 |
| SNOW | SNOWFLAKE INC | $40.87万 | 0.01% | 2,710 | -98 | -3.5% | -$1.48万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.95万 | 0.01% | 3,263 | 301 | 10.2% | $3.78万 | 加仓 |
| SDY | SPDR SERIES TRUST | $41.55万 | 0.01% | 2,847 | 5 | 0.2% | $730 | 加仓 |
| P | PURE STORAGE INC | $41.62万 | 0.01% | 7,050 | -25 | -0.4% | -$1,476 | 减仓 |
| WFC | WELLS FARGO &CO | $41.91万 | 0.01% | 5,264 | -284 | -5.1% | -$2.26万 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.91万 | 0.01% | 1,824 | 207 | 12.8% | $4.76万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $41.99万 | 0.01% | 8,416 | 1,807 | 27.3% | $9.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.32万 | 0.01% | 8,732 | 28 | 0.3% | $1,357 | 重新持有 |
| BA | BOEING CO | $42.81万 | 0.01% | 2,151 | -203 | -8.6% | -$4.04万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $43.05万 | 0.01% | 27,492 | 63 | 0.2% | $987 | 加仓 |
| NLR | VANECK ETF TRUST | $43.09万 | 0.01% | 3,235 | -852 | -20.8% | -$11.35万 | 减仓 |
| GPC | GENUINE PARTS CO | $43.82万 | 0.01% | 4,144 | -126 | -3.0% | -$1.33万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $44.22万 | 0.01% | 912 | -3 | -0.3% | -$1,455 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $45.12万 | 0.01% | 16,568 | 3,527 | 27.0% | $9.60万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $45.45万 | 0.01% | 11,222 | 8 | 0.1% | $324 | 加仓 |
| EWY | ISHARES INC | $46.83万 | 0.01% | 3,807 | 3,807 | — | $46.83万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.84万 | 0.01% | 7,865 | 153 | 2.0% | $9,111 | 加仓 |
| IVE | ISHARES TR | $47.30万 | 0.02% | 2,240 | -50 | -2.2% | -$1.06万 | 减仓 |
| NOW | SERVICENOW INC | $47.32万 | 0.02% | 4,526 | 2,614 | 136.7% | $27.33万 | 加仓 |
| URI | UNITED RENTALS INC | $47.43万 | 0.02% | 651 | -1 | -0.2% | -$729 | 减仓 |
| LEN | LENNAR CORP | $47.52万 | 0.02% | 5,471 | -246 | -4.3% | -$2.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $47.84万 | 0.02% | 1,665 | -4 | -0.2% | -$1,149 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $48.50万 | 0.02% | 9,189 | -140 | -1.5% | -$7,389 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.95万 | 0.02% | 9,751 | 184 | 1.9% | $9,237 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $49.39万 | 0.02% | 52,654 | 32,154 | 156.8% | $30.16万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.42万 | 0.02% | 19,274 | 143 | 0.7% | $3,667 | 加仓 |
| MCD | MCDONALDS CORP | $49.89万 | 0.02% | 1,605 | -73 | -4.4% | -$2.27万 | 减仓 |
| NUBD | NUSHARES ETF TR | $50.04万 | 0.02% | 22,528 | 317 | 1.4% | $7,041 | 加仓 |
| MELI | MERCADOLIBRE INC | $50.31万 | 0.02% | 291 | 149 | 104.9% | $25.76万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.20万 | 0.02% | 3,524 | 745 | 26.8% | $11.04万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $53.16万 | 0.02% | 19,578 | 46 | 0.2% | $1,249 | 加仓 |
| ABNB | AIRBNB INC | $53.59万 | 0.02% | 4,244 | -129 | -2.9% | -$1.63万 | 减仓 |
| EVUS | ISHARES TR | $54.61万 | 0.02% | 17,154 | 3,033 | 21.5% | $9.65万 | 加仓 |
| GLDM | WORLD GOLD TR | $55.16万 | 0.02% | 5,951 | 1,527 | 34.5% | $14.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $56.07万 | 0.02% | 1,122 | -20 | -1.8% | -$9,995 | 减仓 |
| IYW | ISHARES TR | $57.06万 | 0.02% | 3,145 | -85 | -2.6% | -$1.54万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $58.72万 | 0.02% | 11,340 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $59.09万 | 0.02% | 6,595 | 639 | 10.7% | $5.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $59.16万 | 0.02% | 10,944 | 2,164 | 24.6% | $11.70万 | 加仓 |
| IWD | ISHARES TR | $60.05万 | 0.02% | 2,810 | 250 | 9.8% | $5.34万 | 加仓 |
| PFE | PFIZER INC | $60.21万 | 0.02% | 21,442 | 1,627 | 8.2% | $4.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $60.73万 | 0.02% | 2,318 | -57 | -2.4% | -$1.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.96万 | 0.02% | 1,240 | -101 | -7.5% | -$4.97万 | 减仓 |
| ADBE | ADOBE INC | $62.03万 | 0.02% | 2,552 | 910 | 55.4% | $22.12万 | 加仓 |
| CSCO | CISCO SYS INC | $62.29万 | 0.02% | 8,028 | 1,534 | 23.6% | $11.90万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $62.52万 | 0.02% | 3,198 | 3,198 | — | $62.52万 | 新建仓 |
| NET | CLOUDFLARE INC | $62.95万 | 0.02% | 3,051 | -835 | -21.5% | -$17.23万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $63.34万 | 0.02% | 1,845 | -164 | -8.2% | -$5.63万 | 减仓 |
| IOT | SAMSARA INC | $63.97万 | 0.02% | 20,187 | -12,612 | -38.5% | -$39.97万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $64.03万 | 0.02% | 12,792 | -1,248 | -8.9% | -$6.25万 | 减仓 |
| F | FORD MTR CO | $64.25万 | 0.02% | 55,675 | 16,242 | 41.2% | $18.74万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $64.77万 | 0.02% | 24,665 | 104 | 0.4% | $2,731 | 加仓 |
| IRM | IRON MTN INC DEL | $65.01万 | 0.02% | 6,364 | 72 | 1.1% | $7,355 | 加仓 |
| IWB | ISHARES TR | $67.89万 | 0.02% | 1,904 | 1 | 0.1% | $357 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $67.90万 | 0.02% | 4,097 | 133 | 3.4% | $2.20万 | 加仓 |
| MRK | MERCK &CO INC | $68.14万 | 0.02% | 5,664 | -607 | -9.7% | -$7.30万 | 减仓 |
| ESGD | ISHARES TR | $68.43万 | 0.02% | 7,156 | 938 | 15.1% | $8.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $69.11万 | 0.02% | 27,921 | -185 | -0.7% | -$4,579 | 减仓 |
| IEFA | ISHARES TR | $69.89万 | 0.02% | 7,720 | 2,554 | 49.4% | $23.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.57万 | 0.02% | 834 | 133 | 19.0% | $11.25万 | 加仓 |
| IGV | ISHARES TR | $71.34万 | 0.02% | 8,912 | -413 | -4.4% | -$3.31万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $72.83万 | 0.02% | 25,003 | -2,411 | -8.8% | -$7.02万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $73.63万 | 0.02% | 4,090 | -116 | -2.8% | -$2.09万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $73.92万 | 0.02% | 166,856 | -63,773 | -27.7% | -$28.25万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $75.41万 | 0.02% | 4,594 | -1,013 | -18.1% | -$16.63万 | 减仓 |
| BAC | BANK AMERICA CORP | $75.81万 | 0.02% | 15,551 | -48 | -0.3% | -$2,340 | 减仓 |
| UMBF | UMB FINL CORP | $76.50万 | 0.02% | 6,782 | -164 | -2.4% | -$1.85万 | 减仓 |
| IJH | ISHARES TR | $77.31万 | 0.02% | 11,448 | 1,323 | 13.1% | $8.93万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $78.60万 | 0.03% | 27,426 | -53,573 | -66.1% | -$153.54万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $78.97万 | 0.03% | 10,241 | -75 | -0.7% | -$5,783 | 减仓 |