Gilbert & Cook, Inc.
WEST DES MOINES IA · SEC CIK 0001675762
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MSCI | MSCI INC | $59.83万 | 0.08% | 1,110 | 41 | 3.8% | $2.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $60.01万 | 0.08% | 19,677 | -87 | -0.4% | -$2,654 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $60.23万 | 0.08% | 2,002 | 572 | 40.0% | $17.21万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $60.73万 | 0.08% | 7,502 | 57 | 0.8% | $4,614 | 加仓 |
| APP | APPLOVIN CORP | $61.41万 | 0.08% | 1,543 | 448 | 40.9% | $17.83万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $61.51万 | 0.08% | 21,425 | 142 | 0.7% | $4,077 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $62.15万 | 0.08% | 4,907 | 102 | 2.1% | $1.29万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $64.05万 | 0.08% | 13,217 | -296 | -2.2% | -$1.43万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $64.35万 | 0.08% | 1,327 | 353 | 36.2% | $17.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.59万 | 0.08% | 3,104 | 51 | 1.7% | $1.06万 | 加仓 |
| C | CITIGROUP INC | $65.26万 | 0.08% | 5,754 | 35 | 0.6% | $3,969 | 加仓 |
| IWP | ISHARES TR | $65.88万 | 0.09% | 5,142 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $66.08万 | 0.09% | 5,131 | 43 | 0.8% | $5,538 | 加仓 |
| COHR | COHERENT CORP | $66.39万 | 0.09% | 2,787 | -22 | -0.8% | -$5,241 | 减仓 |
| ABT | ABBOTT LABORATORIES | $67.58万 | 0.09% | 6,582 | 50 | 0.8% | $5,134 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $70.85万 | 0.09% | 15,103 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $70.92万 | 0.09% | 1,173 | 4 | 0.3% | $2,419 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $71.63万 | 0.09% | 3,071 | 57 | 1.9% | $1.33万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $72.07万 | 0.09% | 10,841 | 10,841 | — | $72.07万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $73.07万 | 0.09% | 4,830 | -25 | -0.5% | -$3,782 | 减仓 |
| PFE | PFIZER INC | $73.64万 | 0.10% | 26,225 | 677 | 2.6% | $1.90万 | 加仓 |
| BRO | BROWN & BROWN INC | $75.79万 | 0.10% | 11,622 | 420 | 3.7% | $2.74万 | 加仓 |
| WAB | WABTEC | $76.03万 | 0.10% | 3,042 | -31 | -1.0% | -$7,748 | 减仓 |
| MO | ALTRIA GROUP INC | $77.16万 | 0.10% | 11,693 | 131 | 1.1% | $8,645 | 加仓 |
| PEP | PEPSICO INC | $78.02万 | 0.10% | 5,024 | 8 | 0.2% | $1,242 | 加仓 |
| SO | SOUTHERN CO | $78.53万 | 0.10% | 8,136 | 72 | 0.9% | $6,949 | 加仓 |
| CSX | CSX CORP | $78.61万 | 0.10% | 19,149 | 203 | 1.1% | $8,333 | 加仓 |
| MKL | MARKEL GROUP INC | $80.58万 | 0.10% | 421 | -16 | -3.7% | -$3.06万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $81.15万 | 0.10% | 20,533 | 142 | 0.7% | $5,612 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $81.24万 | 0.10% | 16,036 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $82.26万 | 0.11% | 15,817 | 227 | 1.5% | $1.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.50万 | 0.11% | 3,486 | 33 | 1.0% | $7,999 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $84.90万 | 0.11% | 4,895 | 9 | 0.2% | $1,561 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $85.32万 | 0.11% | 2,486 | 27 | 1.1% | $9,267 | 加仓 |
| CPRT | COPART INC | $85.42万 | 0.11% | 25,730 | 326 | 1.3% | $1.08万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $87.34万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $89.78万 | 0.12% | 18,417 | -766 | -4.0% | -$3.73万 | 减仓 |
| META | META PLATFORMS INC | $90.80万 | 0.12% | 1,587 | 44 | 2.9% | $2.52万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $91.86万 | 0.12% | 9,403 | 158 | 1.7% | $1.54万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $92.98万 | 0.12% | 20,013 | 256 | 1.3% | $1.19万 | 加仓 |
| ARGX | ARGENX SE | $94.49万 | 0.12% | 1,294 | -12 | -0.9% | -$8,763 | 减仓 |
| T | AT&T INC | $95.34万 | 0.12% | 32,886 | 738 | 2.3% | $2.14万 | 加仓 |
| SHOP | SHOPIFY INC | $95.42万 | 0.12% | 8,044 | 878 | 12.3% | $10.41万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $95.89万 | 0.12% | 877 | 276 | 45.9% | $30.18万 | 加仓 |
| KKR | KKR & CO INC | $97.09万 | 0.13% | 10,496 | 933 | 9.8% | $8.63万 | 加仓 |
| MET | METLIFE INC | $97.46万 | 0.13% | 13,781 | 108 | 0.8% | $7,638 | 加仓 |
| IBDW | ISHARES TR | $97.83万 | 0.13% | 46,743 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $98.10万 | 0.13% | 44,817 | -3,397 | -7.0% | -$7.44万 | 减仓 |
| IBCA | ISHARES TR | $98.12万 | 0.13% | 38,270 | 19,185 | 100.5% | $49.19万 | 加仓 |
| IBDZ | ISHARES TR | $98.19万 | 0.13% | 37,680 | 1,400 | 3.9% | $3.65万 | 加仓 |
| IBDX | ISHARES TR | $98.25万 | 0.13% | 38,879 | 1,410 | 3.8% | $3.56万 | 加仓 |
| IBDY | ISHARES TR | $98.28万 | 0.13% | 38,018 | 1,376 | 3.8% | $3.56万 | 加仓 |
| KO | COCA COLA CO | $98.34万 | 0.13% | 12,931 | 112 | 0.9% | $8,518 | 加仓 |
| IBDU | ISHARES TR | $98.41万 | 0.13% | 42,310 | -3,206 | -7.0% | -$7.46万 | 减仓 |
| CMI | CUMMINS INC | $98.67万 | 0.13% | 1,834 | -22 | -1.2% | -$1.18万 | 减仓 |
| MCD | MCDONALDS CORP | $99.25万 | 0.13% | 3,193 | 37 | 1.2% | $1.15万 | 加仓 |
| CBRE | CBRE GROUP INC | $99.33万 | 0.13% | 7,333 | 453 | 6.6% | $6.14万 | 加仓 |
| UNP | UNION PAC CORP | $100.74万 | 0.13% | 4,152 | 9 | 0.2% | $2,184 | 加仓 |
| PLD | PROLOGIS INC. | $101.01万 | 0.13% | 7,642 | 77 | 1.0% | $1.02万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $105.01万 | 0.14% | 2,278 | -778 | -25.5% | -$35.87万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $105.47万 | 0.14% | 11,704 | -79 | -0.7% | -$7,119 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $106.18万 | 0.14% | 31,667 | 292 | 0.9% | $9,791 | 加仓 |
| EMXC | ISHARES INC | $106.91万 | 0.14% | 13,591 | -1,062 | -7.2% | -$8.35万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $108.42万 | 0.14% | 5,006 | 311 | 6.6% | $6.74万 | 加仓 |
| MRK | MERCK & CO INC | $109.27万 | 0.14% | 9,084 | -25 | -0.3% | -$3,007 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $110.12万 | 0.14% | 9,283 | 78 | 0.8% | $9,253 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.07万 | 0.15% | 22,523 | 431 | 2.0% | $2.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $113.15万 | 0.15% | 7,735 | 3,083 | 66.3% | $45.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $119.15万 | 0.15% | 40,903 | -199 | -0.5% | -$5,797 | 减仓 |
| VUG | VANGUARD INDEX FDS | $119.62万 | 0.15% | 2,739 | -36 | -1.3% | -$1.57万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $122.91万 | 0.16% | 8,059 | 350 | 4.5% | $5.34万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $125.32万 | 0.16% | 2,129 | -6 | -0.3% | -$3,532 | 减仓 |
| HEI/A | HEICO CORP NEW | $127.01万 | 0.16% | 6,017 | -441 | -6.8% | -$9.31万 | 减仓 |
| BLK | BLACKROCK INC | $127.04万 | 0.16% | 1,321 | 19 | 1.5% | $1.83万 | 加仓 |
| GOOGL | ALPHABET INC | $129.75万 | 0.17% | 4,512 | -227 | -4.8% | -$6.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $129.83万 | 0.17% | 14,065 | 104 | 0.7% | $9,600 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $130.96万 | 0.17% | 1,695 | -14 | -0.8% | -$1.08万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $131.02万 | 0.17% | 3,960 | -58 | -1.4% | -$1.92万 | 减仓 |
| VMC | VULCAN MATLS CO | $131.11万 | 0.17% | 4,815 | -135 | -2.7% | -$3.68万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $131.54万 | 0.17% | 4,326 | -884 | -17.0% | -$26.88万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $132.24万 | 0.17% | 1,141 | -19 | -1.6% | -$2.20万 | 减仓 |
| BN | BROOKFIELD CORP | $132.87万 | 0.17% | 32,831 | 143 | 0.4% | $5,787 | 加仓 |
| COP | CONOCOPHILLIPS | $132.88万 | 0.17% | 10,067 | 148 | 1.5% | $1.95万 | 加仓 |
| AVGO | BROADCOM INC | $133.43万 | 0.17% | 4,311 | 90 | 2.1% | $2.79万 | 加仓 |
| LLY | ELI LILLY & CO | $133.71万 | 0.17% | 1,454 | 4 | 0.3% | $3,678 | 加仓 |
| VO | VANGUARD INDEX FDS | $136.93万 | 0.18% | 4,768 | -121 | -2.5% | -$3.47万 | 减仓 |
| IJR | ISHARES TR | $140.30万 | 0.18% | 11,286 | -18 | -0.2% | -$2,238 | 减仓 |
| MA | MASTERCARD INCORPORATED | $140.95万 | 0.18% | 2,821 | -29 | -1.0% | -$1.45万 | 减仓 |
| HD | HOME DEPOT INC | $142.18万 | 0.18% | 4,323 | 38 | 0.9% | $1.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $144.94万 | 0.19% | 5,216 | -52 | -1.0% | -$1.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $146.37万 | 0.19% | 2,536 | -916 | -26.5% | -$52.87万 | 减仓 |
| DE | DEERE & CO | $146.65万 | 0.19% | 2,603 | 29 | 1.1% | $1.63万 | 加仓 |
| ABBV | ABBVIE INC | $162.02万 | 0.21% | 7,450 | 164 | 2.3% | $3.57万 | 加仓 |
| RKLB | ROCKET LAB CORP | $168.80万 | 0.22% | 26,284 | -16,923 | -39.2% | -$108.68万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $168.85万 | 0.22% | 10,212 | 84 | 0.8% | $1.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $173.27万 | 0.22% | 21,764 | -2,827 | -11.5% | -$22.51万 | 减仓 |
| CSCO | CISCO SYS INC | $176.99万 | 0.23% | 22,811 | 73 | 0.3% | $5,664 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $180.29万 | 0.23% | 3,799 | -4,127 | -52.1% | -$195.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $195.79万 | 0.25% | 2,187 | 12 | 0.6% | $1.07万 | 加仓 |