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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $189.80万 | 0.22% | 16,158 | -6,653 | -29.2% | -$78.15万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $194.99万 | 0.22% | 6,710 | 10 | 0.1% | $2,906 | 加仓 |
| RKLB | ROCKET LAB CORP | $204.57万 | 0.24% | 20,125 | -6,159 | -23.4% | -$62.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $206.15万 | 0.24% | 14,058 | -293 | -2.0% | -$4.30万 | 减仓 |
| WMT | WALMART INC | $209.43万 | 0.24% | 18,491 | -54 | -0.3% | -$6,116 | 减仓 |
| QQQ | INVESCO QQQ TR | $214.07万 | 0.25% | 2,907 | 371 | 14.6% | $27.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $215.68万 | 0.25% | 2,205 | 18 | 0.8% | $1.76万 | 加仓 |
| CAT | CATERPILLAR INC | $216.57万 | 0.25% | 2,034 | -1,531 | -42.9% | -$163.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $223.54万 | 0.26% | 8,802 | -14 | -0.2% | -$3,556 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $227.86万 | 0.26% | 8,543 | 8,543 | — | $227.86万 | 新建仓 |
| IEFA | ISHARES TR | $228.24万 | 0.26% | 23,632 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $237.37万 | 0.27% | 4,214 | 2,627 | 165.5% | $147.98万 | 加仓 |
| WFC | WELLS FARGO & CO | $248.24万 | 0.29% | 30,039 | 8,275 | 38.0% | $68.38万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $252.37万 | 0.29% | 6,724 | 1,508 | 28.9% | $56.60万 | 加仓 |
| AVGO | BROADCOM INC | $253.70万 | 0.29% | 6,716 | 2,405 | 55.8% | $90.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $267.35万 | 0.31% | 8,168 | 26 | 0.3% | $8,510 | 加仓 |
| IJH | ISHARES TR | $284.44万 | 0.33% | 36,887 | -771 | -2.0% | -$5.95万 | 减仓 |
| — | EXXON MOBIL CORP | $297.35万 | 0.34% | 21,749 | -69 | -0.3% | -$9,434 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.03万 | 0.34% | 5,956 | -81 | -1.3% | -$4.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $358.77万 | 0.41% | 9,618 | -26 | -0.3% | -$9,699 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $392.23万 | 0.45% | 5,252 | -55 | -1.0% | -$4.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $395.67万 | 0.46% | 36,807 | -975 | -2.6% | -$10.48万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $407.09万 | 0.47% | 46,324 | 1,554 | 3.5% | $13.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $410.19万 | 0.47% | 11,085 | -490 | -4.2% | -$18.13万 | 减仓 |
| TSLA | TESLA INC | $497.82万 | 0.57% | 11,836 | 143 | 1.2% | $6.01万 | 加仓 |
| AAPL | APPLE INC | $581.28万 | 0.67% | 20,088 | 4,296 | 27.2% | $124.31万 | 加仓 |
| AMZN | AMAZON COM INC | $630.62万 | 0.73% | 26,459 | -1,190 | -4.3% | -$28.36万 | 减仓 |
| IWV | ISHARES TR | $702.75万 | 0.81% | 16,481 | -6 | -0.0% | -$2,558 | 减仓 |
| ARCC | ARES CAPITAL CORP | $731.57万 | 0.84% | 394,800 | -47,356 | -10.7% | -$87.75万 | 减仓 |
| IWM | ISHARES TR | $1,075.84万 | 1.24% | 35,808 | -715 | -2.0% | -$21.48万 | 减仓 |
| GOOG | ALPHABET INC | $1,158.20万 | 1.33% | 32,780 | -2,925 | -8.2% | -$103.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,314.09万 | 1.51% | 65,675 | 345 | 0.5% | $6.90万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $3,511.17万 | 4.04% | 723,059 | 26,422 | 3.8% | $128.31万 | 加仓 |
| IWR | ISHARES TR | $3,756.79万 | 4.32% | 340,536 | -4,563 | -1.3% | -$50.34万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,270.37万 | 7.22% | 854,157 | 46,980 | 5.8% | $344.88万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $7,554.39万 | 8.69% | 1,007,790 | 6,586 | 0.7% | $49.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,828.15万 | 10.16% | 1,239,039 | -13,969 | -1.1% | -$99.53万 | 减仓 |
| IWL | ISHARES TR | $9,403.03万 | 10.82% | 508,409 | -7,958 | -1.5% | -$147.18万 | 减仓 |
| IVV | ISHARES TR | $2.07亿 | 23.80% | 276,102 | -1,172 | -0.4% | -$87.77万 | 减仓 |