Gilbert & Cook, Inc.
WEST DES MOINES IA · SEC CIK 0001675762
$8.69亿2026Q2 申报市值
229持仓数
73.1%前十大占比 · 第一大 23.8%
16 / 10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
BND 加仓+$344.88万
ASND 新建仓+$227.86万
META 加仓+$147.98万
DELL 新建仓+$144.83万
LRCX 新建仓+$136.15万
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$196.30万
CAT 减仓-$163.01万
IWL 减仓-$147.18万
REGN 清仓-$130.96万
GOOG 减仓-$103.35万
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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $60.74万 | 0.07% | 4,440 | 77 | 1.8% | $1.05万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $61.39万 | 0.07% | 1,337 | 10 | 0.8% | $4,591 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $61.54万 | 0.07% | 7,582 | 80 | 1.1% | $6,493 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $63.38万 | 0.07% | 2,250 | 248 | 12.4% | $6.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.84万 | 0.07% | 1,536 | -17 | -1.1% | -$7,066 | 减仓 |
| PFE | PFIZER INC | $63.91万 | 0.07% | 26,539 | 314 | 1.2% | $7,561 | 加仓 |
| INTC | INTEL CORP | $66.45万 | 0.08% | 4,759 | 4,759 | — | $66.45万 | 新建仓 |
| DASH | DOORDASH INC | $66.67万 | 0.08% | 3,613 | 5 | 0.1% | $923 | 加仓 |
| AUR | AURORA INNOVATION INC | $66.93万 | 0.08% | 98,142 | 32,843 | 50.3% | $22.40万 | 加仓 |
| VEEV | VEEVA SYS INC | $66.94万 | 0.08% | 3,772 | 790 | 26.5% | $14.02万 | 加仓 |
| IWF | ISHARES TR | $67.90万 | 0.08% | 5,468 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $68.50万 | 0.08% | 19,677 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $68.87万 | 0.08% | 5,086 | 62 | 1.2% | $8,395 | 加仓 |
| T | AT&T INC | $68.90万 | 0.08% | 33,285 | 399 | 1.2% | $8,259 | 加仓 |
| — | ISHARES TR | $69.75万 | 0.08% | 27,721 | 27,721 | — | $69.75万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.71万 | 0.08% | 13,217 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $73.64万 | 0.08% | 3,103 | 32 | 1.0% | $7,595 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $75.28万 | 0.09% | 5,142 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $75.58万 | 0.09% | 387 | -34 | -8.1% | -$6.64万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.46万 | 0.09% | 3,146 | 42 | 1.4% | $1.03万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $77.91万 | 0.09% | 4,995 | 88 | 1.8% | $1.37万 | 加仓 |
| ENTG | ENTEGRIS INC | $78.13万 | 0.09% | 4,344 | 119 | 2.8% | $2.14万 | 加仓 |
| BE | BLOOM ENERGY CORP | $78.19万 | 0.09% | 2,583 | 17 | 0.7% | $5,146 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $78.20万 | 0.09% | 15,103 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $78.26万 | 0.09% | 8,177 | 41 | 0.5% | $3,924 | 加仓 |
| DE | DEERE & CO | $79.50万 | 0.09% | 1,253 | -1,350 | -51.9% | -$85.66万 | 减仓 |
| APP | APPLOVIN CORP | $80.84万 | 0.09% | 1,569 | 26 | 1.7% | $1.34万 | 加仓 |
| C | CITIGROUP INC | $81.13万 | 0.09% | 5,797 | 43 | 0.7% | $6,018 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $81.37万 | 0.09% | 4,882 | -13 | -0.3% | -$2,167 | 减仓 |
| WAB | WABTEC | $81.59万 | 0.09% | 3,026 | -16 | -0.5% | -$4,314 | 减仓 |
| BRO | BROWN & BROWN INC | $82.27万 | 0.09% | 12,824 | 1,202 | 10.3% | $7.71万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $82.37万 | 0.09% | 16,036 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $82.84万 | 0.10% | 21,518 | 985 | 4.8% | $3.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $84.71万 | 0.10% | 11,774 | 81 | 0.7% | $5,828 | 加仓 |
| MCD | MCDONALDS CORP | $86.72万 | 0.10% | 3,208 | 15 | 0.5% | $4,055 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $88.63万 | 0.10% | 2,502 | 16 | 0.6% | $5,668 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $89.48万 | 0.10% | 2,250 | -28 | -1.2% | -$1.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $89.49万 | 0.10% | 7,670 | -65 | -0.8% | -$7,584 | 减仓 |
| CSX | CSX CORP | $91.57万 | 0.11% | 19,266 | 117 | 0.6% | $5,561 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $93.47万 | 0.11% | 3,324 | -162 | -4.6% | -$4.56万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $95.14万 | 0.11% | 1,197 | -3 | -0.2% | -$2,384 | 减仓 |
| QCOM | QUALCOMM INC | $95.30万 | 0.11% | 5,157 | 26 | 0.5% | $4,805 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.92万 | 0.11% | 22,891 | 368 | 1.6% | $1.56万 | 加仓 |
| USB | US BANCORP | $96.92万 | 0.11% | 16,047 | 230 | 1.5% | $1.39万 | 加仓 |
| IBDW | ISHARES TR | $97.41万 | 0.11% | 46,743 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $97.47万 | 0.11% | 7,143 | -144 | -2.0% | -$1.96万 | 减仓 |
| IBDV | ISHARES TR | $97.70万 | 0.11% | 44,817 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $97.88万 | 0.11% | 38,018 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $97.94万 | 0.11% | 38,879 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $97.99万 | 0.11% | 42,310 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES TR | $98.01万 | 0.11% | 38,270 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $98.16万 | 0.11% | 37,680 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $101.90万 | 0.12% | 31,873 | 206 | 0.7% | $6,586 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $103.15万 | 0.12% | 9,557 | 154 | 1.6% | $1.66万 | 加仓 |
| KO | COCA COLA CO | $103.75万 | 0.12% | 12,766 | -165 | -1.3% | -$1.34万 | 减仓 |
| DAL | DELTA AIR LINES INC | $105.11万 | 0.12% | 11,223 | 382 | 3.5% | $3.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $105.79万 | 0.12% | 10,176 | 109 | 1.1% | $1.13万 | 加仓 |
| BAC | BANK OF AMER CORP | $105.94万 | 0.12% | 18,593 | 176 | 1.0% | $1.00万 | 加仓 |
| COHR | COHERENT CORP | $109.78万 | 0.13% | 2,783 | -4 | -0.1% | -$1,578 | 减仓 |
| CBRE | CBRE GROUP INC | $111.87万 | 0.13% | 8,306 | 973 | 13.3% | $13.11万 | 加仓 |
| UNP | UNION PAC CORP | $112.93万 | 0.13% | 4,152 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $113.04万 | 0.13% | 8,344 | 702 | 9.2% | $9.51万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $113.38万 | 0.13% | 3,431 | -895 | -20.7% | -$29.58万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.08万 | 0.13% | 12,388 | -1,677 | -11.9% | -$15.44万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $114.15万 | 0.13% | 20,250 | 237 | 1.2% | $1.34万 | 加仓 |
| KKR | KKR & CO INC | $115.99万 | 0.13% | 12,638 | 2,142 | 20.4% | $19.66万 | 加仓 |
| EMXC | ISHARES INC | $116.15万 | 0.13% | 11,354 | -2,237 | -16.5% | -$22.88万 | 减仓 |
| MET | METLIFE INC | $117.05万 | 0.13% | 13,834 | 53 | 0.4% | $4,484 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $118.24万 | 0.14% | 3,928 | -32 | -0.8% | -$9,633 | 减仓 |
| MRK | MERCK & CO INC | $118.35万 | 0.14% | 9,210 | 126 | 1.4% | $1.62万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $118.88万 | 0.14% | 860 | -17 | -1.9% | -$2.35万 | 减仓 |
| ARGX | ARGENX SE | $119.78万 | 0.14% | 1,291 | -3 | -0.2% | -$2,783 | 减仓 |
| SHOP | SHOPIFY INC | $123.02万 | 0.14% | 10,774 | 2,730 | 33.9% | $31.17万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $125.46万 | 0.14% | 5,465 | 459 | 9.2% | $10.54万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $125.51万 | 0.14% | 11,645 | -59 | -0.5% | -$6,359 | 减仓 |
| BLK | BLACKROCK INC | $128.46万 | 0.15% | 1,336 | 15 | 1.1% | $1.44万 | 加仓 |
| BN | BROOKFIELD CORP | $131.27万 | 0.15% | 30,821 | -2,010 | -6.1% | -$8.56万 | 减仓 |
| CMI | CUMMINS INC | $131.87万 | 0.15% | 1,849 | 15 | 0.8% | $1.07万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $134.77万 | 0.16% | 2,337 | 208 | 9.8% | $11.99万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $135.31万 | 0.16% | 9,357 | 74 | 0.8% | $1.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $135.93万 | 0.16% | 15,781 | -653 | -4.0% | -$5.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $136.15万 | 0.16% | 3,142 | 3,142 | — | $136.15万 | 新建仓 |
| VMC | VULCAN MATLS CO | $137.39万 | 0.16% | 4,657 | -158 | -3.3% | -$4.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $138.41万 | 0.16% | 40,903 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $141.44万 | 0.16% | 3,989 | -841 | -17.4% | -$29.82万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $144.83万 | 0.17% | 3,357 | 3,357 | — | $144.83万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $145.97万 | 0.17% | 2,842 | 21 | 0.7% | $1.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $149.31万 | 0.17% | 18,532 | -540 | -2.8% | -$4.35万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $153.45万 | 0.18% | 1,152 | 11 | 1.0% | $1.47万 | 加仓 |
| HD | HOME DEPOT INC | $153.56万 | 0.18% | 4,354 | 31 | 0.7% | $1.09万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $157.77万 | 0.18% | 3,605 | -194 | -5.1% | -$8.49万 | 减仓 |
| HEI/A | HEICO CORP NEW | $158.95万 | 0.18% | 6,163 | 146 | 2.4% | $3.77万 | 加仓 |
| NFLX | NETFLIX INC. | $162.12万 | 0.19% | 22,706 | -165 | -0.7% | -$1.18万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $164.45万 | 0.19% | 8,981 | 922 | 11.4% | $16.88万 | 加仓 |
| IJR | ISHARES TR | $166.67万 | 0.19% | 11,238 | -48 | -0.4% | -$7,119 | 减仓 |
| GOOGL | ALPHABET INC | $167.00万 | 0.19% | 4,673 | 161 | 3.6% | $5.75万 | 加仓 |
| LLY | ELI LILLY & CO | $169.10万 | 0.19% | 1,410 | -44 | -3.0% | -$5.28万 | 减仓 |
| ABBV | ABBVIE INC | $185.75万 | 0.21% | 7,382 | -68 | -0.9% | -$1.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $186.55万 | 0.21% | 10,312 | 100 | 1.0% | $1.81万 | 加仓 |