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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ETHEREUM TR | $25.85万 | 0.01% | 16,329 | 749 | 4.8% | $1.19万 | 加仓 |
| TTE | TOTALENERGIES SE | $25.73万 | 0.01% | 2,828 | 2,828 | — | $25.73万 | 新建仓 |
| NKE | NIKE INC | $25.55万 | 0.01% | 4,837 | -285 | -5.6% | -$1.51万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.51万 | 0.01% | 2,574 | 2,574 | — | $25.51万 | 新建仓 |
| RDDT | REDDIT INC | $25.37万 | 0.01% | 1,884 | 1,884 | — | $25.37万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $25.30万 | 0.01% | 5,558 | -466 | -7.7% | -$2.12万 | 重新持有 |
| MMM | 3M CO | $24.58万 | 0.01% | 1,692 | -183 | -9.8% | -$2.66万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $24.23万 | 0.01% | 2,856 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $24.20万 | 0.01% | 1,406 | -44 | -3.0% | -$7,573 | 减仓 |
| MSTR | STRATEGY INC | $24.10万 | 0.01% | 1,931 | -219,598 | -99.1% | -$2,740.57万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.05万 | 0.01% | 8,269 | 993 | 13.6% | $2.89万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $23.91万 | 0.01% | 1,385 | -147 | -9.6% | -$2.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.84万 | 0.01% | 560 | -17 | -2.9% | -$7,238 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $23.65万 | 0.01% | 1,131 | -16 | -1.4% | -$3,346 | 减仓 |
| IUSG | ISHARES TR | $23.36万 | 0.01% | 1,505 | 258 | 20.7% | $4.00万 | 加仓 |
| CB | CHUBB LTD SWITZ | $23.36万 | 0.01% | 716 | 716 | — | $23.36万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.19万 | 0.01% | 1,452 | 1,452 | — | $23.19万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $22.33万 | 0.01% | 682 | 682 | — | $22.33万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.92万 | 0.01% | 1,620 | 8 | 0.5% | $1,082 | 加仓 |
| FDX | FEDEX CORP | $21.62万 | 0.01% | 606 | 606 | — | $21.62万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $21.60万 | 0.01% | 15,050 | 15,050 | — | $21.60万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.52万 | 0.01% | 3,430 | 348 | 11.3% | $2.18万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $21.42万 | 0.01% | 4,250 | 250 | 6.2% | $1.26万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.25万 | 0.01% | 3,749 | 3,749 | — | $21.25万 | 新建仓 |
| EWG | ISHARES INC | $21.21万 | 0.01% | 5,345 | -9,825 | -64.8% | -$38.98万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.19万 | 0.01% | 1,617 | 1,617 | — | $21.19万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.11万 | 0.01% | 3,199 | -295 | -8.4% | -$1.95万 | 减仓 |
| SO | SOUTHERN CO | $20.96万 | 0.01% | 2,172 | 2,172 | — | $20.96万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $20.65万 | 0.01% | 395 | 1 | 0.3% | $523 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $20.52万 | 0.01% | 2,546 | 2,546 | — | $20.52万 | 新建仓 |
| TDTT | FLEXSHARES TR | $20.50万 | 0.01% | 8,459 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $20.27万 | 0.01% | 6,800 | 6,800 | — | $20.27万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.25万 | 0.01% | 1,068 | -67 | -5.9% | -$1.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.22万 | 0.01% | 7,260 | 7,260 | — | $20.22万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.07万 | 0.01% | 559 | 1 | 0.2% | $359 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $18.69万 | 0.01% | 3,540 | 3,540 | — | $18.69万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.48万 | 0.01% | 7,921 | 7,921 | — | $17.48万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $16.36万 | 0.01% | 19,200 | 3,200 | 20.0% | $2.73万 | 加仓 |
| NU | NU HLDGS LTD | $14.38万 | 0.00% | 10,004 | -267 | -2.6% | -$3,837 | 重新持有 |
| OCGN | OCUGEN INC | $12.55万 | 0.00% | 69,348 | 69,348 | — | $12.55万 | 新建仓 |
| JPC | NUVEEN PFD &INCOME OPPORTUN | $12.53万 | 0.00% | 16,622 | 3,196 | 23.8% | $2.41万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $12.05万 | 0.00% | 2,177 | 2,177 | — | $12.05万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $10.49万 | 0.00% | 20,284 | 3,582 | 21.4% | $1.85万 | 重新持有 |
| BHK | BLACKROCK CORE BD TR | $9.16万 | 0.00% | 10,005 | 10,005 | — | $9.16万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $8.13万 | 0.00% | 11,830 | -56,790 | -82.8% | -$39.02万 | 减仓 |
| — | GAMESTOP CORP NEW | $7.53万 | 0.00% | 19,500 | 19,500 | — | $7.53万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $3.28万 | 0.00% | 17,828 | -30,000 | -62.7% | -$5.52万 | 重新持有 |
| — | DIANA SHIPPING INC | $2.55万 | 0.00% | 10,197 | 10,197 | — | $2.55万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $1.75万 | 0.00% | 22,000 | 22,000 | — | $1.75万 | 新建仓 |
| — | BEYOND MEAT INC | $7,366 | 0.00% | 10,500 | 10,500 | — | $7,366 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -31,855 | -100.0% | -$824.38万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -13,016 | -100.0% | -$89.03万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -10,890 | -100.0% | -$55.41万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -24,515 | -100.0% | -$36.31万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,554 | -100.0% | -$33.38万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -905 | -100.0% | -$31.98万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,213 | -100.0% | -$26.03万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,322 | -100.0% | -$24.53万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -5,332 | -100.0% | -$23.32万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -958 | -100.0% | -$21.66万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -422 | -100.0% | -$21.56万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN CALIF SELECT TAX FREE | $0 | 0.00% | 0 | -16,000 | -100.0% | -$21.12万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,485 | -100.0% | -$20.82万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -226 | -100.0% | -$20.51万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -840 | -100.0% | -$20.41万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -2,464 | -100.0% | -$13.32万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -743 | -100.0% | -$10.17万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -315 | -100.0% | -$4.07万 | 清仓 |