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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $29.13万 | 0.01% | 12,813 | 4,892 | 61.8% | $11.12万 | 加仓 |
| AEE | AMEREN CORP | $28.87万 | 0.01% | 2,554 | -129 | -4.8% | -$1.46万 | 减仓 |
| MMM | 3M CO | $28.75万 | 0.01% | 1,775 | 83 | 4.9% | $1.34万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $28.67万 | 0.01% | 10,753 | 10,753 | — | $28.67万 | 新建仓 |
| PEP | PEPSICO INC | $28.57万 | 0.01% | 2,110 | 14 | 0.7% | $1,896 | 加仓 |
| RSG | REPUBLIC SVCS INC | $28.25万 | 0.01% | 1,326 | 7 | 0.5% | $1,492 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.77万 | 0.01% | 718 | -862 | -54.6% | -$33.34万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $27.77万 | 0.01% | 959 | 959 | — | $27.77万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $27.67万 | 0.01% | 5,209 | -366 | -6.6% | -$1.94万 | 减仓 |
| TTE | TOTALENERGIES SE | $27.11万 | 0.01% | 3,487 | 659 | 23.3% | $5.12万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $26.96万 | 0.01% | 1,578 | 1,578 | — | $26.96万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.81万 | 0.01% | 1,769 | 317 | 21.8% | $4.80万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $26.78万 | 0.01% | 2,671 | -120 | -4.3% | -$1.20万 | 重新持有 |
| IUSG | ISHARES TR | $26.33万 | 0.01% | 1,400 | -105 | -7.0% | -$1.98万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.18万 | 0.01% | 424 | 424 | — | $26.18万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $25.97万 | 0.01% | 5,443 | -115 | -2.1% | -$5,487 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $25.48万 | 0.01% | 2,856 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.44万 | 0.01% | 2,447 | -190 | -7.2% | -$1.98万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.28万 | 0.01% | 510 | -49 | -8.8% | -$2.43万 | 减仓 |
| C | CITIGROUP INC | $24.95万 | 0.01% | 1,782 | 1,782 | — | $24.95万 | 新建仓 |
| IDXX | IDEXX LABS INC | $24.74万 | 0.01% | 470 | 9 | 2.0% | $4,738 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.73万 | 0.01% | 1,692 | 75 | 4.6% | $1.10万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.60万 | 0.01% | 2,549 | 3 | 0.1% | $290 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.47万 | 0.01% | 2,651 | 2,651 | — | $24.47万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $24.45万 | 0.01% | 1,237 | 1,237 | — | $24.45万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $24.34万 | 0.01% | 7,414 | 614 | 9.0% | $2.02万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.30万 | 0.01% | 3,377 | 178 | 5.6% | $1.28万 | 加仓 |
| BLK | BLACKROCK INC | $24.30万 | 0.01% | 252 | -62 | -19.7% | -$5.98万 | 减仓 |
| — | ELECTRONIC ARTS INC | $24.24万 | 0.01% | 1,182 | -152 | -11.4% | -$3.12万 | 减仓 |
| SNDK | SANDISK CORP | $24.10万 | 0.01% | 106 | 106 | — | $24.10万 | 新建仓 |
| ONON | ON HLDG AG | $24.09万 | 0.01% | 6,801 | -3,540 | -34.2% | -$12.54万 | 减仓 |
| NKE | NIKE INC | $24.02万 | 0.01% | 5,852 | 1,015 | 21.0% | $4.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.82万 | 0.01% | 7,660 | 400 | 5.5% | $1.24万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $23.53万 | 0.01% | 2,338 | -236 | -9.2% | -$2.38万 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.44万 | 0.01% | 575 | 15 | 2.7% | $6,116 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $23.41万 | 0.01% | 4,250 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $23.29万 | 0.01% | 1,155 | 24 | 2.1% | $4,840 | 加仓 |
| IWP | ISHARES TR | $22.94万 | 0.01% | 1,567 | 0 | 0.0% | — | 重新持有 |
| T | AT&T INC | $22.77万 | 0.01% | 11,000 | -37 | -0.3% | -$766 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.32万 | 0.01% | 515 | 515 | — | $22.32万 | 新建仓 |
| SO | SOUTHERN CO | $22.05万 | 0.01% | 2,303 | 131 | 6.0% | $1.25万 | 加仓 |
| VST | VISTRA CORP | $21.99万 | 0.01% | 1,386 | 1,386 | — | $21.99万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $21.94万 | 0.01% | 1,341 | -44 | -3.2% | -$7,200 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.67万 | 0.01% | 1,635 | 15 | 0.9% | $1,988 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $21.54万 | 0.01% | 15,050 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $21.53万 | 0.01% | 1,807 | 1,807 | — | $21.53万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $21.43万 | 0.01% | 2,437 | 2,437 | — | $21.43万 | 新建仓 |
| CRWV | COREWEAVE INC | $21.33万 | 0.01% | 2,143 | 2,143 | — | $21.33万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.18万 | 0.01% | 2,333 | -886 | -27.5% | -$8.04万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.10万 | 0.01% | 5,114 | 5,114 | — | $21.10万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $20.52万 | 0.01% | 1,163 | -243 | -17.3% | -$4.29万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $20.40万 | 0.01% | 4,300 | 4,300 | — | $20.40万 | 新建仓 |
| TDTT | FLEXSHARES TR | $20.26万 | 0.01% | 8,473 | 14 | 0.2% | $335 | 加仓 |
| YUM | YUM BRANDS INC | $20.15万 | 0.01% | 1,260 | 1,260 | — | $20.15万 | 新建仓 |
| SHY | ISHARES TR | $17.78万 | 0.00% | 2,165 | 2,165 | — | $17.78万 | 新建仓 |
| ICLN | ISHARES TR | $16.59万 | 0.00% | 8,095 | 8,095 | — | $16.59万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $16.44万 | 0.00% | 19,200 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $13.36万 | 0.00% | 10,001 | -3 | -0.0% | -$40 | 减仓 |
| MTUM | ISHARES TR | $11.45万 | 0.00% | 334 | 334 | — | $11.45万 | 新建仓 |
| JPC | NUVEEN PFD &INCOME OPPORTUN | $10.74万 | 0.00% | 13,631 | -2,991 | -18.0% | -$2.36万 | 减仓 |
| IWR | ISHARES TR | $10.36万 | 0.00% | 938 | 938 | — | $10.36万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $6.69万 | 0.00% | 17,838 | 10 | 0.1% | $37 | 加仓 |
| — | GAMESTOP CORP NEW | $5.44万 | 0.00% | 19,500 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $3.24万 | 0.00% | 11,750 | 11,750 | — | $3.24万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $1.35万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $7,500 | 0.00% | 10,000 | -500 | -4.8% | -$375 | 减仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,733 | -100.0% | -$122.81万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,526 | -100.0% | -$47.32万 | 清仓 |
| ULST | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -11,222 | -100.0% | -$45.45万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,235 | -100.0% | -$43.09万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,263 | -100.0% | -$40.95万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,931 | -100.0% | -$38.08万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -15,067 | -100.0% | -$29.19万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -16,329 | -100.0% | -$25.85万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,931 | -100.0% | -$24.10万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,269 | -100.0% | -$24.05万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -716 | -100.0% | -$23.36万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -606 | -100.0% | -$21.62万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,430 | -100.0% | -$21.52万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,749 | -100.0% | -$21.25万 | 清仓 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -5,345 | -100.0% | -$21.21万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -395 | -100.0% | -$20.65万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,068 | -100.0% | -$20.25万 | 清仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -3,540 | -100.0% | -$18.69万 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -69,348 | -100.0% | -$12.55万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,177 | -100.0% | -$12.05万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -20,284 | -100.0% | -$10.49万 | 清仓 |
| BHK | BLACKROCK CORE BD TR | $0 | 0.00% | 0 | -10,005 | -100.0% | -$9.16万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -11,830 | -100.0% | -$8.13万 | 清仓 |
| — | DIANA SHIPPING INC | $0 | 0.00% | 0 | -10,197 | -100.0% | -$2.55万 | 清仓 |