13F 机构持仓

Gilbert & Cook, Inc.

WEST DES MOINES IA · SEC CIK 0001675762

2026Q22026Q1 更早 9 个季度 🔒
$7.74亿2026Q1 申报市值
221持仓数
73.0%前十大占比 · 第一大 23.4%
11 / 9新建仓 / 清仓
申报市值走势$8.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 23.4%
IWL 10.7%
VEA 10.4%
JHMM 8.7%
BND 7.7%
IWR 4.3%
JHSC 3.9%
NVDA 1.5%
GOOG 1.3%
IWM 1.2%

2026Q1 买入最多 按季末市值估算

BND 加仓+$206.73万
JHMM 加仓+$192.11万
IVV 加仓+$149.45万
IWL 加仓+$114.07万
JHSC 加仓+$97.55万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$261.52万
TPL 减仓-$195.85万
RKLB 减仓-$108.68万
ARCC 减仓-$106.67万
IWR 减仓-$72.82万

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
NSC NORFOLK SOUTHN CORP $00.00%0 -2,515-100.0% -$72.61万 清仓
HUBS HUBSPOT INC $00.00%0 -1,767-100.0% -$70.91万 清仓
PNR PENTAIR PLC $00.00%0 -5,642-100.0% -$58.76万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -1,162-100.0% -$48.43万 清仓
IGSB ISHARES TR $00.00%0 -4,277-100.0% -$22.62万 清仓
APD AIR PRODS & CHEMS INC $00.00%0 -909-100.0% -$22.45万 清仓
MCO MOODYS CORP $00.00%0 —— — 申报中断
FWONA LIBERTY MEDIA CORP DEL $00.00%0 —— — 申报中断
APPF APPFOLIO INC $00.00%0 -901-100.0% -$20.96万 清仓
AMGN AMGEN INC $00.00%0 -639-100.0% -$20.93万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1,278-100.0% -$20.87万 清仓
— HYPERSCALE DATA INC $4,5120.00%30,000 30,000— $4,512 新建仓
— OPEN LENDING CORP $5.80万0.01%46,396 00.0% — 不变
MSDL MORGAN STANLEY DIRECT LENDIN $16.93万0.02%12,131 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $20.02万0.03%33,373 2,8779.4% $1.73万 加仓
IUSB ISHARES TR $20.06万0.03%4,344 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $20.46万0.03%786 786— $20.46万 新建仓
WCN WASTE CONNECTIONS INC $20.50万0.03%1,262 -272-17.7% -$4.42万 减仓
— DIMENSIONAL ETF TRUST $20.69万0.03%5,325 -14,818-73.6% -$57.58万 重新持有
VGT VANGUARD WORLD FD $20.75万0.03%297 00.0% — 不变
DNLI DENALI THERAPEUTICS INC $20.87万0.03%10,871 10,871— $20.87万 新建仓
VNQ VANGUARD INDEX FDS $21.09万0.03%2,378 -531-18.3% -$4.71万 减仓
HOOD ROBINHOOD MKTS INC $21.48万0.03%3,100 3,100— $21.48万 新建仓
DFUS DIMENSIONAL ETF TRUST $21.68万0.03%3,057 00.0% — 不变
JHML JOHN HANCOCK EXCHANGE TRADED $22.10万0.03%2,824 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $22.19万0.03%13,504 1751.3% $2,875 加仓
WAT WATERS CORP $22.22万0.03%746 446.3% $1.31万 加仓
APO APOLLO GLOBAL MGMT INC $22.60万0.03%2,028 1618.6% $1.79万 加仓
PRM PERIMETER SOLUTIONS INC $23.12万0.03%9,467 580.6% $1,416 加仓
ROST ROSS STORES INC $23.37万0.03%1,079 -159-12.8% -$3.44万 减仓
GLPI GAMING & LEISURE P $23.63万0.03%5,325 -582-9.9% -$2.58万 减仓
ACGL ARCH CAP GROUP LTD $24.02万0.03%2,502 -691-21.6% -$6.63万 减仓
INTU INTUIT $24.69万0.03%571 -4-0.7% -$1,730 减仓
DOCU DOCUSIGN INC $24.89万0.03%5,249 -2,304-30.5% -$10.92万 减仓
PCTY PAYLOCITY HLDG CORP $25.09万0.03%2,322 -11-0.5% -$1,188 减仓
BR BROADRIDGE FINL SOLUTIONS IN $25.27万0.03%1,555 261.7% $4,224 加仓
ACN ACCENTURE PLC IRELAND $25.36万0.03%1,279 231.8% $4,561 加仓
FND FLOOR & DECOR HLDGS INC $25.41万0.03%5,002 3698.0% $1.87万 加仓
VBR VANGUARD INDEX FDS $25.42万0.03%1,170 00.0% — 不变
DINO HF SINCLAIR CORP $25.74万0.03%4,126 4,126— $25.74万 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $26.28万0.03%4,037 4,037— $26.28万 新建仓
AUR AURORA INNOVATION INC $26.90万0.03%65,299 4770.7% $1,965 加仓
VTV VANGUARD INDEX FDS $26.92万0.03%1,372 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $27.03万0.03%8,443 -288-3.3% -$9,219 减仓
— HONEYWELL INTL INC $27.42万0.04%1,213 00.0% — 不变
KNSL KINSALE CAP GROUP INC $27.85万0.04%815 -464-36.3% -$15.85万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $28.37万0.04%25,655 9,04354.4% $10.00万 加仓
AME AMETEK INC $28.66万0.04%1,337 60.5% $1,286 加仓
FNF FIDELITY NATL FINL INC $29.10万0.04%6,274 881.4% $4,081 加仓
VEU VANGUARD INTL EQUITY INDEX F $29.26万0.04%3,896 -141-3.5% -$1.06万 减仓
AMAT APPLIED MATLS INC $29.55万0.04%865 865— $29.55万 新建仓
VBK VANGUARD INDEX FDS $30.18万0.04%999 -243-19.6% -$7.34万 减仓
ARES ARES MANAGEMENT CORPORATION $31.09万0.04%2,850 812.9% $8,837 加仓
OVV OVINTIV INC $31.38万0.04%5,287 1062.0% $6,292 加仓
VB VANGUARD INDEX FDS $31.90万0.04%1,218 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $34.14万0.04%8,887 95612.1% $3.67万 加仓
BE BLOOM ENERGY CORP $34.77万0.04%2,566 2,566— $34.77万 新建仓
BEPC BROOKFIELD RENEWABLE CORP $35.10万0.05%8,812 590.7% $2,350 加仓
IDXX IDEXX LABS INC $35.12万0.05%625 -85-12.0% -$4.78万 减仓
DHR DANAHER CORP DEL $35.78万0.05%1,887 201.1% $3,792 加仓
SCHE SCHWAB STRATEGIC TR $36.34万0.05%11,030 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $36.41万0.05%1,792 362.1% $7,314 加仓
COST COSTCO WHOLESALE CORPORATION $37.10万0.05%372 -89-19.3% -$8.88万 减仓
FAST FASTENAL CO $38.41万0.05%8,277 -793-8.7% -$3.68万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $38.60万0.05%8,683 3,40964.6% $15.15万 加仓
CFG CITIZENS FINL GROUP INC $39.96万0.05%6,663 1041.6% $6,237 加仓
SCHC SCHWAB STRATEGIC TR $40.28万0.05%8,618 00.0% — 不变
FICO FAIR ISAAC CORP $40.67万0.05%381 -49-11.4% -$5.23万 减仓
SPGI S&P GLOBAL INC $41.22万0.05%969 -9-0.9% -$3,828 减仓
MS MORGAN STANLEY $41.49万0.05%2,521 2,521— $41.49万 新建仓
WPC WP CAREY INC $41.92万0.05%6,168 1081.8% $7,340 加仓
UNH UNITEDHEALTH GROUP INC $42.02万0.05%1,553 181.2% $4,871 加仓
TYL TYLER TECHNOLOGIES INC $42.56万0.05%1,243 13211.9% $4.52万 加仓
H HYATT HOTELS CORP $42.88万0.06%2,982 54322.3% $7.81万 加仓
CSGP COSTAR GROUP INC $43.08万0.06%10,678 2552.4% $1.03万 加仓
GPCR STRUCTURE THERAPEUTICS INC $44.31万0.06%9,193 3,51161.8% $16.92万 加仓
LEN LENNAR CORP $45.27万0.06%5,213 75516.9% $6.56万 加仓
FWONK LIBERTY MEDIA CORP DEL $45.70万0.06%5,375 1,13726.8% $9.67万 加仓
INSM INSMED INC $46.46万0.06%2,841 -8-0.3% -$1,308 减仓
BDX BECTON DICKINSON & CO $46.49万0.06%2,957 210.7% $3,302 加仓
BALL BALL CORP $46.58万0.06%7,880 7,880— $46.58万 新建仓
CCI CROWN CASTLE INC $47.10万0.06%5,793 731.3% $5,936 加仓
SCHB SCHWAB STRATEGIC TR $47.64万0.06%18,979 00.0% — 不变
CI THE CIGNA GROUP $49.03万0.06%1,838 583.3% $1.55万 加仓
IBTI ISHARES TR $49.27万0.06%22,110 -4,696-17.5% -$10.46万 减仓
IBDT ISHARES TR $49.29万0.06%19,460 -2,948-13.2% -$7.47万 减仓
GILD GILEAD SCIENCES INC $49.31万0.06%3,538 160.5% $2,230 加仓
IBTH ISHARES TR $49.40万0.06%22,025 -4,675-17.5% -$10.49万 减仓
ENTG ENTEGRIS INC $49.53万0.06%4,225 -850-16.7% -$9.97万 减仓
ROP ROPER TECHNOLOGIES INC $49.79万0.06%1,407 241.7% $8,493 加仓
VSGX VANGUARD WORLD FD $50.79万0.07%7,081 00.0% — 不变
VEEV VEEVA SYS INC $52.38万0.07%2,982 1123.9% $1.97万 加仓
DASH DOORDASH INC $54.17万0.07%3,608 10.0% $150 加仓
VRSK VERISK ANALYTICS INC $56.01万0.07%2,952 2509.3% $4.74万 加仓
IBDS ISHARES TR $56.93万0.07%23,486 -3,089-11.6% -$7.49万 减仓
AEP AMERICAN ELEC PWR CO INC $57.19万0.07%4,363 972.3% $1.27万 加仓
OKTA OKTA INC $57.36万0.07%7,287 -76-1.0% -$5,982 减仓
IWF ISHARES TR $58.29万0.08%1,367 -38-2.7% -$1.62万 减仓
MDT MEDTRONIC PLC $58.58万0.08%6,760 891.3% $7,712 加仓
IBDR ISHARES TR $58.93万0.08%24,313 -3,094-11.3% -$7.50万 减仓