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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $62.03万 | 0.02% | 2,552 | 910 | 55.4% | $22.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.96万 | 0.02% | 1,240 | -101 | -7.5% | -$4.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $60.73万 | 0.02% | 2,318 | -57 | -2.4% | -$1.49万 | 减仓 |
| PFE | PFIZER INC | $60.21万 | 0.02% | 21,442 | 1,627 | 8.2% | $4.57万 | 加仓 |
| IWD | ISHARES TR | $60.05万 | 0.02% | 2,810 | 250 | 9.8% | $5.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $59.16万 | 0.02% | 10,944 | 2,164 | 24.6% | $11.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $59.09万 | 0.02% | 6,595 | 639 | 10.7% | $5.72万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $58.72万 | 0.02% | 11,340 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $57.06万 | 0.02% | 3,145 | -85 | -2.6% | -$1.54万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $56.07万 | 0.02% | 1,122 | -20 | -1.8% | -$9,995 | 减仓 |
| GLDM | WORLD GOLD TR | $55.16万 | 0.02% | 5,951 | 1,527 | 34.5% | $14.15万 | 加仓 |
| EVUS | ISHARES TR | $54.61万 | 0.02% | 17,154 | 3,033 | 21.5% | $9.65万 | 加仓 |
| ABNB | AIRBNB INC | $53.59万 | 0.02% | 4,244 | -129 | -2.9% | -$1.63万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $53.16万 | 0.02% | 19,578 | 46 | 0.2% | $1,249 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.20万 | 0.02% | 3,524 | 745 | 26.8% | $11.04万 | 加仓 |
| MELI | MERCADOLIBRE INC | $50.31万 | 0.02% | 291 | 149 | 104.9% | $25.76万 | 加仓 |
| NUBD | NUSHARES ETF TR | $50.04万 | 0.02% | 22,528 | 317 | 1.4% | $7,041 | 加仓 |
| MCD | MCDONALDS CORP | $49.89万 | 0.02% | 1,605 | -73 | -4.4% | -$2.27万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.42万 | 0.02% | 19,274 | 143 | 0.7% | $3,667 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $49.39万 | 0.02% | 52,654 | 32,154 | 156.8% | $30.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.95万 | 0.02% | 9,751 | 184 | 1.9% | $9,237 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $48.50万 | 0.02% | 9,189 | -140 | -1.5% | -$7,389 | 减仓 |
| VO | VANGUARD INDEX FDS | $47.84万 | 0.02% | 1,665 | -4 | -0.2% | -$1,149 | 减仓 |
| LEN | LENNAR CORP | $47.52万 | 0.02% | 5,471 | -246 | -4.3% | -$2.14万 | 减仓 |
| URI | UNITED RENTALS INC | $47.43万 | 0.02% | 651 | -1 | -0.2% | -$729 | 减仓 |
| NOW | SERVICENOW INC | $47.32万 | 0.02% | 4,526 | 2,614 | 136.7% | $27.33万 | 加仓 |
| IVE | ISHARES TR | $47.30万 | 0.02% | 2,240 | -50 | -2.2% | -$1.06万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.84万 | 0.01% | 7,865 | 153 | 2.0% | $9,111 | 加仓 |
| EWY | ISHARES INC | $46.83万 | 0.01% | 3,807 | 3,807 | — | $46.83万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $45.45万 | 0.01% | 11,222 | 8 | 0.1% | $324 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $45.12万 | 0.01% | 16,568 | 3,527 | 27.0% | $9.60万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $44.22万 | 0.01% | 912 | -3 | -0.3% | -$1,455 | 减仓 |
| GPC | GENUINE PARTS CO | $43.82万 | 0.01% | 4,144 | -126 | -3.0% | -$1.33万 | 减仓 |
| NLR | VANECK ETF TRUST | $43.09万 | 0.01% | 3,235 | -852 | -20.8% | -$11.35万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $43.05万 | 0.01% | 27,492 | 63 | 0.2% | $987 | 加仓 |
| BA | BOEING CO | $42.81万 | 0.01% | 2,151 | -203 | -8.6% | -$4.04万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.32万 | 0.01% | 8,732 | 28 | 0.3% | $1,357 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $41.99万 | 0.01% | 8,416 | 1,807 | 27.3% | $9.02万 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.91万 | 0.01% | 1,824 | 207 | 12.8% | $4.76万 | 加仓 |
| WFC | WELLS FARGO &CO | $41.91万 | 0.01% | 5,264 | -284 | -5.1% | -$2.26万 | 减仓 |
| P | PURE STORAGE INC | $41.62万 | 0.01% | 7,050 | -25 | -0.4% | -$1,476 | 减仓 |
| SDY | SPDR SERIES TRUST | $41.55万 | 0.01% | 2,847 | 5 | 0.2% | $730 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.95万 | 0.01% | 3,263 | 301 | 10.2% | $3.78万 | 加仓 |
| SNOW | SNOWFLAKE INC | $40.87万 | 0.01% | 2,710 | -98 | -3.5% | -$1.48万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $40.69万 | 0.01% | 34,925 | 1,075 | 3.2% | $1.25万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $39.93万 | 0.01% | 11,904 | -6,907 | -36.7% | -$23.17万 | 减仓 |
| TTAN | SERVICETITAN INC | $39.90万 | 0.01% | 6,288 | 6,288 | — | $39.90万 | 新建仓 |
| SPTM | SPDR SER TR | $39.50万 | 0.01% | 4,996 | -191 | -3.7% | -$1.51万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $39.29万 | 0.01% | 8,375 | -611 | -6.8% | -$2.87万 | 减仓 |
| SLV | ISHARES SILVER TR | $39.11万 | 0.01% | 5,740 | 169 | 3.0% | $1.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $39.03万 | 0.01% | 1,306 | -93 | -6.6% | -$2.78万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.08万 | 0.01% | 1,931 | 364 | 23.3% | $7.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $37.70万 | 0.01% | 5,316 | -1,162 | -17.9% | -$8.24万 | 减仓 |
| NUSC | NUSHARES ETF TR | $37.59万 | 0.01% | 8,343 | -150 | -1.8% | -$6,759 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.36万 | 0.01% | 1,372 | 9 | 0.7% | $2,451 | 加仓 |
| MRP | MILLROSE PPTYS INC | $36.31万 | 0.01% | 12,968 | -1,487 | -10.3% | -$4.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $35.84万 | 0.01% | 1,845 | -619 | -25.1% | -$12.02万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $35.63万 | 0.01% | 1,421 | 1,421 | — | $35.63万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.62万 | 0.01% | 7,470 | -1,095 | -12.8% | -$5.22万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.33万 | 0.01% | 8,932 | 1,546 | 20.9% | $6.12万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $35.22万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $35.18万 | 0.01% | 10,341 | -2,133 | -17.1% | -$7.26万 | 减仓 |
| ETN | EATON CORP PLC | $35.00万 | 0.01% | 978 | 108 | 12.4% | $3.87万 | 加仓 |
| COP | CONOCOPHILLIPS | $34.81万 | 0.01% | 2,637 | 250 | 10.5% | $3.30万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.26万 | 0.01% | 789 | -37 | -4.5% | -$1.61万 | 减仓 |
| OKLO | OKLO INC | $34.16万 | 0.01% | 6,888 | 618 | 9.9% | $3.06万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $34.16万 | 0.01% | 5,575 | 549 | 10.9% | $3.36万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.63万 | 0.01% | 4,079 | -44 | -1.1% | -$3,627 | 减仓 |
| CGCP | CAPITAL GROUP FIXED INCOME E | $33.39万 | 0.01% | 14,945 | -811 | -5.1% | -$1.81万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $33.37万 | 0.01% | 7,310 | -1,341 | -15.5% | -$6.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $33.12万 | 0.01% | 2,003 | 198 | 11.0% | $3.27万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $33.06万 | 0.01% | 3,219 | 513 | 19.0% | $5.27万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $32.71万 | 0.01% | 3,838 | 22 | 0.6% | $1,875 | 加仓 |
| PEP | PEPSICO INC | $32.55万 | 0.01% | 2,096 | -958 | -31.4% | -$14.88万 | 减仓 |
| IWO | ISHARES TR | $32.23万 | 0.01% | 1,027 | 49 | 5.0% | $1.54万 | 加仓 |
| T | AT&T INC | $32.00万 | 0.01% | 11,037 | 589 | 5.6% | $1.71万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.64万 | 0.01% | 9,450 | -5,167 | -35.3% | -$17.30万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $30.47万 | 0.01% | 5,468 | -500 | -8.4% | -$2.79万 | 减仓 |
| BLK | BLACKROCK INC | $30.20万 | 0.01% | 314 | -33 | -9.5% | -$3.17万 | 减仓 |
| USRT | ISHARES TR | $30.13万 | 0.01% | 4,981 | -354 | -6.6% | -$2.14万 | 减仓 |
| DVY | ISHARES TR | $29.97万 | 0.01% | 1,979 | 8 | 0.4% | $1,211 | 加仓 |
| QUAL | ISHARES TR | $29.95万 | 0.01% | 1,561 | -38 | -2.4% | -$7,292 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $29.61万 | 0.01% | 727 | 727 | — | $29.61万 | 新建仓 |
| AEE | AMEREN CORP | $29.50万 | 0.01% | 2,683 | -213 | -7.4% | -$2.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $29.48万 | 0.01% | 2,668 | -2,312 | -46.4% | -$25.54万 | 减仓 |
| — | GLOBAL X FDS | $29.19万 | 0.01% | 15,067 | -115,756 | -88.5% | -$224.25万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.95万 | 0.01% | 1,466 | 20 | 1.4% | $3,950 | 加仓 |
| RSG | REPUBLIC SVCS INC | $28.91万 | 0.01% | 1,319 | -6 | -0.5% | -$1,315 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $28.90万 | 0.01% | 1,537 | 1,537 | — | $28.90万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $28.88万 | 0.01% | 3,922 | -1,461 | -27.1% | -$10.76万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.55万 | 0.01% | 2,406 | 45 | 1.9% | $5,340 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $28.27万 | 0.01% | 969 | 13 | 1.4% | $3,792 | 加仓 |
| DLN | WISDOMTREE TR | $27.37万 | 0.01% | 3,063 | -539 | -15.0% | -$4.82万 | 减仓 |
| — | ELECTRONIC ARTS INC | $27.21万 | 0.01% | 1,334 | -387 | -22.5% | -$7.89万 | 减仓 |
| MS | MORGAN STANLEY | $26.95万 | 0.01% | 1,637 | -240 | -12.8% | -$3.95万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $26.89万 | 0.01% | 2,419 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.67万 | 0.01% | 1,961 | 1,961 | — | $26.67万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $26.56万 | 0.01% | 1,756 | -149 | -7.8% | -$2.25万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $26.16万 | 0.01% | 5,825 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $25.90万 | 0.01% | 461 | -41 | -8.2% | -$2.30万 | 减仓 |