Gerber Kawasaki Wealth & Investment Management
SANTA MONICA CA · SEC CIK 0001666736
$37.45亿2026Q2 申报市值
366持仓数
42.9%前十大占比 · 第一大 8.1%
34 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGG 加仓+$1,483.30万
MU 加仓+$1,395.10万
IXUS 加仓+$1,002.23万
SPYV 加仓+$855.07万
XLF 加仓+$843.62万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$1,452.89万
XLK 减仓-$700.33万
IHI 减仓-$447.17万
HD 减仓-$270.83万
MGM 减仓-$211.61万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $31.93万 | 0.01% | 2,340 | 2,340 | — | $31.93万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $32.21万 | 0.01% | 2,582 | -86 | -3.2% | -$1.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.25万 | 0.01% | 9,450 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $32.29万 | 0.01% | 978 | 9 | 0.9% | $2,972 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $32.61万 | 0.01% | 4,442 | 520 | 13.3% | $3.82万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.70万 | 0.01% | 3,806 | -273 | -6.7% | -$2.42万 | 减仓 |
| USRT | ISHARES TR | $33.80万 | 0.01% | 5,085 | 104 | 2.1% | $6,912 | 加仓 |
| MRP | MILLROSE PPTYS INC | $33.89万 | 0.01% | 11,277 | -1,691 | -13.0% | -$5.08万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.87万 | 0.01% | 361 | 361 | — | $34.87万 | 新建仓 |
| LEN | LENNAR CORP | $34.87万 | 0.01% | 3,853 | -1,618 | -29.6% | -$14.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $35.82万 | 0.01% | 3,906 | 68 | 1.8% | $6,235 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $36.09万 | 0.01% | 1,018 | -827 | -44.8% | -$29.32万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.35万 | 0.01% | 1,454 | -12 | -0.8% | -$3,000 | 减仓 |
| QUAL | ISHARES TR | $36.39万 | 0.01% | 1,658 | 97 | 6.2% | $2.13万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $36.42万 | 0.01% | 2,518 | 112 | 4.7% | $1.62万 | 加仓 |
| IWO | ISHARES TR | $36.53万 | 0.01% | 927 | -100 | -9.7% | -$3.94万 | 减仓 |
| SYK | STRYKER CORPORATION | $37.12万 | 0.01% | 1,179 | -1,337 | -53.1% | -$42.10万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $37.63万 | 0.01% | 1,185 | 1,185 | — | $37.63万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $37.78万 | 0.01% | 7,225 | -245 | -3.3% | -$1.28万 | 减仓 |
| MS | MORGAN STANLEY | $38.04万 | 0.01% | 1,819 | 182 | 11.1% | $3.81万 | 加仓 |
| VHT | VANGUARD WORLD FD | $38.08万 | 0.01% | 1,273 | -99 | -7.2% | -$2.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.51万 | 0.01% | 7,642 | 332 | 4.5% | $1.67万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $38.54万 | 0.01% | 1,039 | 357 | 52.3% | $13.24万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $38.67万 | 0.01% | 11,556 | -348 | -2.9% | -$1.16万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $38.91万 | 0.01% | 2,150 | 147 | 7.3% | $2.66万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $38.99万 | 0.01% | 1,604 | -17 | -1.0% | -$4,132 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.20万 | 0.01% | 943 | -24 | -2.5% | -$9,977 | 重新持有 |
| GLDM | WORLD GOLD TR | $39.27万 | 0.01% | 4,944 | -1,007 | -16.9% | -$8.00万 | 减仓 |
| ADBE | ADOBE INC | $40.02万 | 0.01% | 1,952 | -600 | -23.5% | -$12.30万 | 减仓 |
| PSA | PUBLIC STORAGE | $40.23万 | 0.01% | 1,264 | 1,264 | — | $40.23万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $41.67万 | 0.01% | 1,211 | -95 | -7.3% | -$3.27万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $42.32万 | 0.01% | 8,366 | -50 | -0.6% | -$2,529 | 减仓 |
| SDY | SPDR SERIES TRUST | $43.00万 | 0.01% | 2,825 | -22 | -0.8% | -$3,349 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $43.17万 | 0.01% | 27,357 | -135 | -0.5% | -$2,130 | 减仓 |
| NUSC | NUSHARES ETF TR | $43.23万 | 0.01% | 8,293 | -50 | -0.6% | -$2,606 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $43.38万 | 0.01% | 35,789 | 864 | 2.5% | $1.05万 | 加仓 |
| ETN | EATON CORP PLC | $43.63万 | 0.01% | 1,023 | 45 | 4.6% | $1.92万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $43.67万 | 0.01% | 5,329 | 13 | 0.2% | $1,065 | 加仓 |
| IUSB | ISHARES TR | $43.74万 | 0.01% | 9,478 | 9,478 | — | $43.74万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $43.78万 | 0.01% | 8,455 | 80 | 1.0% | $4,143 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $43.99万 | 0.01% | 8,586 | -346 | -3.9% | -$1.77万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $44.08万 | 0.01% | 960 | 48 | 5.3% | $2.20万 | 加仓 |
| KLAC | KLA CORP | $44.19万 | 0.01% | 1,464 | 1,464 | — | $44.19万 | 新建仓 |
| OKLO | OKLO INC | $44.29万 | 0.01% | 8,464 | 1,576 | 22.9% | $8.25万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $45.19万 | 0.01% | 4,977 | -19 | -0.4% | -$1,725 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $45.24万 | 0.01% | 17,278 | -7,387 | -29.9% | -$19.34万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $45.44万 | 0.01% | 16,625 | 57 | 0.3% | $1,558 | 加仓 |
| MCD | MCDONALDS CORP | $45.67万 | 0.01% | 1,689 | 84 | 5.2% | $2.27万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $45.87万 | 0.01% | 5,550 | 286 | 5.4% | $2.36万 | 加仓 |
| F | FORD MTR CO DEL | $45.93万 | 0.01% | 33,041 | -22,634 | -40.7% | -$31.46万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $45.97万 | 0.01% | 7,794 | -71 | -0.9% | -$4,188 | 减仓 |
| PFE | PFIZER INC | $47.13万 | 0.01% | 19,574 | -1,868 | -8.7% | -$4.50万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $48.20万 | 0.01% | 9,655 | 9,655 | — | $48.20万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.20万 | 0.01% | 8,762 | 30 | 0.3% | $1,650 | 加仓 |
| BA | BOEING CO | $48.26万 | 0.01% | 2,229 | 78 | 3.6% | $1.69万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $48.82万 | 0.01% | 17,195 | -10,231 | -37.3% | -$29.05万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $49.75万 | 0.01% | 18,111 | -1,467 | -7.5% | -$4.03万 | 减仓 |
| GPC | GENUINE PARTS CO | $49.79万 | 0.01% | 4,220 | 76 | 1.8% | $8,966 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $50.77万 | 0.01% | 9,397 | 208 | 2.3% | $1.12万 | 加仓 |
| P | EVERPURE INC | $51.43万 | 0.01% | 6,528 | -522 | -7.4% | -$4.11万 | 减仓 |
| IVE | ISHARES TR | $52.98万 | 0.01% | 2,333 | 93 | 4.2% | $2.11万 | 加仓 |
| NUBD | NUSHARES ETF TR | $53.50万 | 0.01% | 24,170 | 1,642 | 7.3% | $3.63万 | 加仓 |
| VO | VANGUARD INDEX FDS | $53.50万 | 0.01% | 6,640 | -20 | -0.3% | -$1,611 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.89万 | 0.01% | 1,074 | -166 | -13.4% | -$8.33万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $56.16万 | 0.01% | 92,670 | -74,186 | -44.5% | -$44.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.25万 | 0.02% | 3,559 | 35 | 1.0% | $5,532 | 加仓 |
| DDOG | DATADOG INC | $56.58万 | 0.02% | 2,173 | 306 | 16.4% | $7.97万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $56.78万 | 0.02% | 19,293 | 19 | 0.1% | $559 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $57.48万 | 0.02% | 25,789 | 10,844 | 72.6% | $24.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $57.76万 | 0.02% | 1,937 | 92 | 5.0% | $2.74万 | 加仓 |
| RDDT | REDDIT INC | $58.46万 | 0.02% | 3,368 | 1,484 | 78.8% | $25.76万 | 加仓 |
| ABNB | AIRBNB INC | $60.57万 | 0.02% | 4,233 | -11 | -0.3% | -$1,574 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $61.37万 | 0.02% | 1,833 | 412 | 29.0% | $13.79万 | 加仓 |
| GLW | CORNING INC | $61.49万 | 0.02% | 2,407 | 446 | 22.7% | $11.39万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $61.60万 | 0.02% | 66,022 | 13,368 | 25.4% | $12.47万 | 加仓 |
| EVUS | ISHARES TR | $62.21万 | 0.02% | 17,717 | 563 | 3.3% | $1.98万 | 加仓 |
| MELI | MERCADOLIBRE INC | $63.65万 | 0.02% | 375 | 84 | 28.9% | $14.26万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $63.91万 | 0.02% | 7,631 | 7,631 | — | $63.91万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $64.06万 | 0.02% | 1,247 | 125 | 11.1% | $6.42万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $64.08万 | 0.02% | 11,340 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $65.01万 | 0.02% | 642 | -192 | -23.0% | -$19.44万 | 减仓 |
| IOT | SAMSARA INC | $65.16万 | 0.02% | 20,092 | -95 | -0.5% | -$3,081 | 减仓 |
| TTAN | SERVICETITAN INC | $65.99万 | 0.02% | 9,333 | 3,045 | 48.4% | $21.53万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $66.05万 | 0.02% | 11,065 | 121 | 1.1% | $7,223 | 加仓 |
| SBUX | STARBUCKS CORP | $66.12万 | 0.02% | 6,469 | -126 | -1.9% | -$1.29万 | 减仓 |
| NET | CLOUDFLARE INC | $68.11万 | 0.02% | 2,777 | -274 | -9.0% | -$6.72万 | 减仓 |
| SNOW | SNOWFLAKE INC | $70.99万 | 0.02% | 2,789 | 79 | 2.9% | $2.01万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $71.88万 | 0.02% | 14,140 | 1,348 | 10.5% | $6.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $72.04万 | 0.02% | 2,376 | 58 | 2.5% | $1.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $72.10万 | 0.02% | 2,610 | 2,610 | — | $72.10万 | 新建仓 |
| URI | UNITED RENTALS INC | $72.31万 | 0.02% | 638 | -13 | -2.0% | -$1.47万 | 减仓 |
| IGV | ISHARES TR | $72.32万 | 0.02% | 7,982 | -930 | -10.4% | -$8.43万 | 减仓 |
| MRK | MERCK &CO INC | $73.20万 | 0.02% | 5,696 | 32 | 0.6% | $4,112 | 加仓 |
| ECL | ECOLAB INC | $73.85万 | 0.02% | 2,650 | 2,650 | — | $73.85万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $74.72万 | 0.02% | 4,229 | 132 | 3.2% | $2.33万 | 加仓 |
| IYW | ISHARES TR | $75.26万 | 0.02% | 2,983 | -162 | -5.2% | -$4.09万 | 减仓 |
| IJH | ISHARES TR | $76.12万 | 0.02% | 9,871 | -1,577 | -13.8% | -$12.16万 | 减仓 |
| ESGD | ISHARES TR | $76.79万 | 0.02% | 7,468 | 312 | 4.4% | $3.21万 | 加仓 |
| NTRA | NATERA INC | $77.93万 | 0.02% | 2,871 | 2,871 | — | $77.93万 | 新建仓 |
| IDU | ISHARES TR | $79.77万 | 0.02% | 6,960 | 39 | 0.6% | $4,470 | 加仓 |