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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $196.30万 | 0.25% | 8,582 | -55 | -0.6% | -$1.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $207.29万 | 0.27% | 14,351 | -377 | -2.6% | -$5.45万 | 减仓 |
| IEFA | ISHARES TR | $213.94万 | 0.28% | 23,632 | -671 | -2.8% | -$6.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $215.50万 | 0.28% | 8,816 | 75 | 0.9% | $1.83万 | 加仓 |
| NFLX | NETFLIX INC. | $219.90万 | 0.28% | 22,871 | -127 | -0.6% | -$1.22万 | 减仓 |
| WMT | WALMART INC | $230.48万 | 0.30% | 18,545 | 224 | 1.2% | $2.78万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $231.25万 | 0.30% | 6,700 | 17 | 0.3% | $5,868 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $239.49万 | 0.31% | 8,142 | -1,579 | -16.2% | -$46.45万 | 减仓 |
| CAT | CATERPILLAR INC | $252.60万 | 0.33% | 3,565 | -39 | -1.1% | -$2.76万 | 减仓 |
| IJH | ISHARES TR | $254.31万 | 0.33% | 37,658 | -250 | -0.7% | -$1.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $289.29万 | 0.37% | 6,037 | -199 | -3.2% | -$9.54万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $342.67万 | 0.44% | 44,770 | 3,572 | 8.7% | $27.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.16万 | 0.45% | 5,307 | -43 | -0.8% | -$2.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $356.99万 | 0.46% | 9,644 | 318 | 3.4% | $11.77万 | 加仓 |
| — | EXXON MOBIL CORP | $370.16万 | 0.48% | 21,818 | -177 | -0.8% | -$3.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $371.34万 | 0.48% | 11,575 | -8,152 | -41.3% | -$261.52万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $371.70万 | 0.48% | 37,782 | -3,184 | -7.8% | -$31.32万 | 减仓 |
| AAPL | APPLE INC | $400.79万 | 0.52% | 15,792 | -620 | -3.8% | -$15.74万 | 减仓 |
| TSLA | TESLA INC | $434.69万 | 0.56% | 11,693 | -66 | -0.6% | -$2.45万 | 减仓 |
| AMZN | AMAZON COM INC | $575.85万 | 0.74% | 27,649 | -10 | -0.0% | -$2,083 | 减仓 |
| IWV | ISHARES TR | $611.14万 | 0.79% | 16,487 | -96 | -0.6% | -$3.56万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $796.76万 | 1.03% | 442,156 | -59,198 | -11.8% | -$106.67万 | 减仓 |
| IWM | ISHARES TR | $905.77万 | 1.17% | 36,523 | -756 | -2.0% | -$18.75万 | 减仓 |
| GOOG | ALPHABET INC | $1,024.22万 | 1.32% | 35,705 | -273 | -0.8% | -$7.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,139.35万 | 1.47% | 65,330 | -3,006 | -4.4% | -$52.42万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $2,987.88万 | 3.86% | 696,637 | 22,744 | 3.4% | $97.55万 | 加仓 |
| IWR | ISHARES TR | $3,355.40万 | 4.33% | 345,099 | -7,489 | -2.1% | -$72.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,944.05万 | 7.68% | 807,177 | 28,073 | 3.6% | $206.73万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $6,720.08万 | 8.68% | 1,001,204 | 28,622 | 2.9% | $192.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,029.27万 | 10.37% | 1,253,008 | -5,418 | -0.4% | -$34.72万 | 减仓 |
| IWL | ISHARES TR | $8,286.58万 | 10.70% | 516,367 | 7,108 | 1.4% | $114.07万 | 加仓 |
| IVV | ISHARES TR | $1.81亿 | 23.39% | 277,274 | 2,288 | 0.8% | $149.45万 | 加仓 |