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 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -8,582 | -100.0% | -$196.30万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,695 | -100.0% | -$130.96万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -25,730 | -100.0% | -$85.42万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -2,952 | -100.0% | -$56.01万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,841 | -100.0% | -$46.46万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,213 | -100.0% | -$27.42万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,279 | -100.0% | -$25.36万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,322 | -100.0% | -$25.09万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -571 | -100.0% | -$24.69万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -33,373 | -100.0% | -$20.02万 | 清仓 |
| — | HYPERSCALE DATA INC | $4,221 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP | $14.43万 | 0.02% | 46,396 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $18.34万 | 0.02% | 12,131 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $20.05万 | 0.02% | 4,344 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $20.25万 | 0.02% | 1,917 | 1,917 | — | $20.25万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.42万 | 0.02% | 1,292 | 1,292 | — | $20.42万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $20.99万 | 0.02% | 2,163 | -339 | -13.5% | -$3.29万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.26万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $21.30万 | 0.02% | 1,278 | 16 | 1.3% | $2,667 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $21.54万 | 0.02% | 2,461 | 60 | 2.5% | $5,252 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.68万 | 0.02% | 1,583 | 28 | 1.8% | $3,835 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $22.04万 | 0.03% | 12,705 | 12,705 | — | $22.04万 | 新建仓 |
| RDDT | REDDIT INC | $22.22万 | 0.03% | 1,280 | 1,280 | — | $22.22万 | 新建仓 |
| DOCU | DOCUSIGN INC | $23.05万 | 0.03% | 5,189 | -60 | -1.1% | -$2,665 | 减仓 |
| ROST | ROSS STORES INC | $23.07万 | 0.03% | 1,084 | 5 | 0.5% | $1,064 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.62万 | 0.03% | 5,325 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $23.69万 | 0.03% | 6,383 | -2,429 | -27.6% | -$9.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $23.91万 | 0.03% | 2,480 | 102 | 4.3% | $9,836 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $23.99万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $24.07万 | 0.03% | 5,406 | 81 | 1.5% | $3,607 | 加仓 |
| GE | GE AEROSPACE | $24.71万 | 0.03% | 661 | 661 | — | $24.71万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $25.05万 | 0.03% | 3,057 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $25.18万 | 0.03% | 2,824 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $26.12万 | 0.03% | 192 | 192 | — | $26.12万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $26.68万 | 0.03% | 809 | -6 | -0.7% | -$1,979 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.85万 | 0.03% | 24,698 | -957 | -3.7% | -$1.04万 | 减仓 |
| OVV | OVINTIV INC | $28.24万 | 0.03% | 5,363 | 76 | 1.4% | $4,001 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $28.39万 | 0.03% | 8,351 | -92 | -1.1% | -$3,128 | 减仓 |
| VGT | VANGUARD WORLD FD | $28.43万 | 0.03% | 2,378 | 2 | 0.1% | $239 | 加仓 |
| VBR | VANGUARD INDEX FDS | $28.43万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.48万 | 0.03% | 3,400 | -496 | -12.7% | -$4.15万 | 减仓 |
| DINO | HF SINCLAIR CORP | $28.72万 | 0.03% | 4,124 | -2 | -0.0% | -$139 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $28.75万 | 0.03% | 11,179 | 308 | 2.8% | $7,922 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $29.16万 | 0.03% | 13,625 | 121 | 0.9% | $2,589 | 加仓 |
| CGNX | COGNEX CORP | $29.48万 | 0.03% | 4,071 | 4,071 | — | $29.48万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $29.90万 | 0.03% | 1,372 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $30.02万 | 0.03% | 6,366 | 92 | 1.5% | $4,339 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $30.06万 | 0.03% | 5,064 | 62 | 1.2% | $3,680 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.70万 | 0.04% | 9,222 | 335 | 3.8% | $1.12万 | 加仓 |
| CSGP | COSTAR GROUP INC | $30.79万 | 0.04% | 10,873 | 195 | 1.8% | $5,522 | 加仓 |
| TOST | TOAST INC | $31.68万 | 0.04% | 11,388 | 11,388 | — | $31.68万 | 新建仓 |
| WAT | WATERS CORP | $31.69万 | 0.04% | 845 | 99 | 13.3% | $3.71万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $31.88万 | 0.04% | 3,179 | 79 | 2.5% | $7,922 | 加仓 |
| AME | AMETEK INC | $32.73万 | 0.04% | 1,353 | 16 | 1.2% | $3,871 | 加仓 |
| IDXX | IDEXX LABS INC | $33.22万 | 0.04% | 631 | 6 | 1.0% | $3,159 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.39万 | 0.04% | 378 | 6 | 1.6% | $5,618 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $35.94万 | 0.04% | 3,229 | 379 | 13.3% | $4.22万 | 加仓 |
| MCO | MOODYS CORP | $36.01万 | 0.04% | 795 | 360 | 82.8% | $16.31万 | 重新持有 |
| DHR | DANAHER CORP DEL | $36.31万 | 0.04% | 1,906 | 19 | 1.0% | $3,619 | 加仓 |
| VBK | VANGUARD INDEX FDS | $36.52万 | 0.04% | 999 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $36.94万 | 0.04% | 10,187 | -843 | -7.6% | -$3.06万 | 减仓 |
| IEMG | ISHARES INC | $37.60万 | 0.04% | 4,539 | 4,539 | — | $37.60万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $37.93万 | 0.04% | 10,640 | 1,173 | 12.4% | $4.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $39.01万 | 0.04% | 1,287 | 69 | 5.7% | $2.09万 | 加仓 |
| SPGI | S&P GLOBAL INC | $39.50万 | 0.05% | 970 | 1 | 0.1% | $407 | 加仓 |
| FAST | FASTENAL CO | $40.06万 | 0.05% | 8,341 | 64 | 0.8% | $3,074 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.09万 | 0.05% | 1,790 | -2 | -0.1% | -$448 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $40.46万 | 0.05% | 5,409 | 1,372 | 34.0% | $10.26万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $41.47万 | 0.05% | 8,618 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $44.26万 | 0.05% | 2,925 | -32 | -1.1% | -$4,843 | 减仓 |
| CCI | CROWN CASTLE INC | $44.42万 | 0.05% | 5,865 | 72 | 1.2% | $5,453 | 加仓 |
| WPC | WP CAREY INC | $44.69万 | 0.05% | 6,251 | 83 | 1.3% | $5,935 | 加仓 |
| GILD | GILEAD SCIENCES INC | $44.74万 | 0.05% | 3,541 | 3 | 0.1% | $379 | 加仓 |
| FICO | FAIR ISAAC CORP | $46.36万 | 0.05% | 388 | 7 | 1.8% | $8,363 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $47.37万 | 0.05% | 6,760 | 97 | 1.5% | $6,797 | 加仓 |
| LEN | LENNAR CORP | $47.94万 | 0.06% | 5,298 | 85 | 1.6% | $7,692 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $48.36万 | 0.06% | 1,429 | 22 | 1.6% | $7,445 | 加仓 |
| IBTI | ISHARES TR | $48.95万 | 0.06% | 22,110 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $49.14万 | 0.06% | 19,460 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $49.20万 | 0.06% | 9,167 | -26 | -0.3% | -$1,395 | 减仓 |
| IBTH | ISHARES TR | $49.27万 | 0.06% | 22,025 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $49.57万 | 0.06% | 21,655 | 21,655 | — | $49.57万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $50.08万 | 0.06% | 11,166 | 2,483 | 28.6% | $11.14万 | 加仓 |
| BALL | BALL CORP | $50.94万 | 0.06% | 8,164 | 284 | 3.6% | $1.77万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $51.25万 | 0.06% | 6,224 | -857 | -12.1% | -$7.06万 | 减仓 |
| CI | THE CIGNA GROUP | $51.30万 | 0.06% | 1,861 | 23 | 1.3% | $6,341 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $51.44万 | 0.06% | 1,759 | 516 | 41.5% | $15.09万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $52.74万 | 0.06% | 21,482 | 57 | 0.3% | $1,399 | 加仓 |
| AMAT | APPLIED MATLS INC | $52.75万 | 0.06% | 730 | -135 | -15.6% | -$9.76万 | 减仓 |
| MS | MORGAN STANLEY | $53.58万 | 0.06% | 2,563 | 42 | 1.7% | $8,780 | 加仓 |
| MDT | MEDTRONIC PLC | $53.79万 | 0.06% | 6,876 | 116 | 1.7% | $9,075 | 加仓 |
| MSCI | MSCI INC | $54.66万 | 0.06% | 976 | -134 | -12.1% | -$7.50万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $54.68万 | 0.06% | 5,747 | 372 | 6.9% | $3.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $54.96万 | 0.06% | 18,979 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $56.88万 | 0.07% | 23,486 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $58.68万 | 0.07% | 3,027 | 45 | 1.5% | $8,723 | 加仓 |
| IBDR | ISHARES TR | $58.91万 | 0.07% | 24,313 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $59.54万 | 0.07% | 1,169 | -4 | -0.3% | -$2,037 | 减仓 |
| TXN | TEXAS INSTRS INC | $59.61万 | 0.07% | 2,000 | 2,000 | — | $59.61万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $60.74万 | 0.07% | 6,694 | 112 | 1.7% | $1.02万 | 加仓 |