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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.81亿 | 23.39% | 277,274 | 2,288 | 0.8% | $149.45万 | 加仓 |
| IWL | ISHARES TR | $8,286.58万 | 10.70% | 516,367 | 7,108 | 1.4% | $114.07万 | 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 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $6,720.08万 | 8.68% | 1,001,204 | 28,622 | 2.9% | $192.11万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,944.05万 | 7.68% | 807,177 | 28,073 | 3.6% | $206.73万 | 加仓 |
| IWR | ISHARES TR | $3,355.40万 | 4.33% | 345,099 | -7,489 | -2.1% | -$72.82万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $2,987.88万 | 3.86% | 696,637 | 22,744 | 3.4% | $97.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,139.35万 | 1.47% | 65,330 | -3,006 | -4.4% | -$52.42万 | 减仓 |
| GOOG | ALPHABET INC | $1,024.22万 | 1.32% | 35,705 | -273 | -0.8% | -$7.83万 | 减仓 |
| IWM | ISHARES TR | $905.77万 | 1.17% | 36,523 | -756 | -2.0% | -$18.75万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $796.76万 | 1.03% | 442,156 | -59,198 | -11.8% | -$106.67万 | 减仓 |
| IWV | ISHARES TR | $611.14万 | 0.79% | 16,487 | -96 | -0.6% | -$3.56万 | 减仓 |
| AMZN | AMAZON COM INC | $575.85万 | 0.74% | 27,649 | -10 | -0.0% | -$2,083 | 减仓 |
| TSLA | TESLA INC | $434.69万 | 0.56% | 11,693 | -66 | -0.6% | -$2.45万 | 减仓 |
| AAPL | APPLE INC | $400.79万 | 0.52% | 15,792 | -620 | -3.8% | -$15.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $371.70万 | 0.48% | 37,782 | -3,184 | -7.8% | -$31.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $371.34万 | 0.48% | 11,575 | -8,152 | -41.3% | -$261.52万 | 减仓 |
| — | EXXON MOBIL CORP | $370.16万 | 0.48% | 21,818 | -177 | -0.8% | -$3.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $356.99万 | 0.46% | 9,644 | 318 | 3.4% | $11.77万 | 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 |
| SPYM | SPDR SERIES TRUST | $342.67万 | 0.44% | 44,770 | 3,572 | 8.7% | $27.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $289.29万 | 0.37% | 6,037 | -199 | -3.2% | -$9.54万 | 减仓 |
| IJH | ISHARES TR | $254.31万 | 0.33% | 37,658 | -250 | -0.7% | -$1.69万 | 减仓 |
| CAT | CATERPILLAR INC | $252.60万 | 0.33% | 3,565 | -39 | -1.1% | -$2.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $239.49万 | 0.31% | 8,142 | -1,579 | -16.2% | -$46.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $231.25万 | 0.30% | 6,700 | 17 | 0.3% | $5,868 | 加仓 |
| WMT | WALMART INC | $230.48万 | 0.30% | 18,545 | 224 | 1.2% | $2.78万 | 加仓 |
| NFLX | NETFLIX INC. | $219.90万 | 0.28% | 22,871 | -127 | -0.6% | -$1.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $215.50万 | 0.28% | 8,816 | 75 | 0.9% | $1.83万 | 加仓 |
| IEFA | ISHARES TR | $213.94万 | 0.28% | 23,632 | -671 | -2.8% | -$6.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $207.29万 | 0.27% | 14,351 | -377 | -2.6% | -$5.45万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $196.30万 | 0.25% | 8,582 | -55 | -0.6% | -$1.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $195.79万 | 0.25% | 2,187 | 12 | 0.6% | $1.07万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $180.29万 | 0.23% | 3,799 | -4,127 | -52.1% | -$195.85万 | 减仓 |
| CSCO | CISCO SYS INC | $176.99万 | 0.23% | 22,811 | 73 | 0.3% | $5,664 | 加仓 |
| WFC | WELLS FARGO & CO | $173.27万 | 0.22% | 21,764 | -2,827 | -11.5% | -$22.51万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $168.85万 | 0.22% | 10,212 | 84 | 0.8% | $1.39万 | 加仓 |
| RKLB | ROCKET LAB CORP | $168.80万 | 0.22% | 26,284 | -16,923 | -39.2% | -$108.68万 | 减仓 |
| ABBV | ABBVIE INC | $162.02万 | 0.21% | 7,450 | 164 | 2.3% | $3.57万 | 加仓 |
| DE | DEERE & CO | $146.65万 | 0.19% | 2,603 | 29 | 1.1% | $1.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $146.37万 | 0.19% | 2,536 | -916 | -26.5% | -$52.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $144.94万 | 0.19% | 5,216 | -52 | -1.0% | -$1.44万 | 减仓 |
| HD | HOME DEPOT INC | $142.18万 | 0.18% | 4,323 | 38 | 0.9% | $1.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $140.95万 | 0.18% | 2,821 | -29 | -1.0% | -$1.45万 | 减仓 |
| IJR | ISHARES TR | $140.30万 | 0.18% | 11,286 | -18 | -0.2% | -$2,238 | 减仓 |
| VO | VANGUARD INDEX FDS | $136.93万 | 0.18% | 4,768 | -121 | -2.5% | -$3.47万 | 减仓 |
| LLY | ELI LILLY & CO | $133.71万 | 0.17% | 1,454 | 4 | 0.3% | $3,678 | 加仓 |
| AVGO | BROADCOM INC | $133.43万 | 0.17% | 4,311 | 90 | 2.1% | $2.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $132.88万 | 0.17% | 10,067 | 148 | 1.5% | $1.95万 | 加仓 |
| BN | BROOKFIELD CORP | $132.87万 | 0.17% | 32,831 | 143 | 0.4% | $5,787 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $132.24万 | 0.17% | 1,141 | -19 | -1.6% | -$2.20万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $131.54万 | 0.17% | 4,326 | -884 | -17.0% | -$26.88万 | 减仓 |
| VMC | VULCAN MATLS CO | $131.11万 | 0.17% | 4,815 | -135 | -2.7% | -$3.68万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $131.02万 | 0.17% | 3,960 | -58 | -1.4% | -$1.92万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $130.96万 | 0.17% | 1,695 | -14 | -0.8% | -$1.08万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $129.83万 | 0.17% | 14,065 | 104 | 0.7% | $9,600 | 加仓 |
| GOOGL | ALPHABET INC | $129.75万 | 0.17% | 4,512 | -227 | -4.8% | -$6.53万 | 减仓 |
| BLK | BLACKROCK INC | $127.04万 | 0.16% | 1,321 | 19 | 1.5% | $1.83万 | 加仓 |
| HEI/A | HEICO CORP NEW | $127.01万 | 0.16% | 6,017 | -441 | -6.8% | -$9.31万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $125.32万 | 0.16% | 2,129 | -6 | -0.3% | -$3,532 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $122.91万 | 0.16% | 8,059 | 350 | 4.5% | $5.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $119.62万 | 0.15% | 2,739 | -36 | -1.3% | -$1.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $119.15万 | 0.15% | 40,903 | -199 | -0.5% | -$5,797 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $113.15万 | 0.15% | 7,735 | 3,083 | 66.3% | $45.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.07万 | 0.15% | 22,523 | 431 | 2.0% | $2.16万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $110.12万 | 0.14% | 9,283 | 78 | 0.8% | $9,253 | 加仓 |
| MRK | MERCK & CO INC | $109.27万 | 0.14% | 9,084 | -25 | -0.3% | -$3,007 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $108.42万 | 0.14% | 5,006 | 311 | 6.6% | $6.74万 | 加仓 |
| EMXC | ISHARES INC | $106.91万 | 0.14% | 13,591 | -1,062 | -7.2% | -$8.35万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $106.18万 | 0.14% | 31,667 | 292 | 0.9% | $9,791 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $105.47万 | 0.14% | 11,704 | -79 | -0.7% | -$7,119 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $105.01万 | 0.14% | 2,278 | -778 | -25.5% | -$35.87万 | 减仓 |
| PLD | PROLOGIS INC. | $101.01万 | 0.13% | 7,642 | 77 | 1.0% | $1.02万 | 加仓 |
| UNP | UNION PAC CORP | $100.74万 | 0.13% | 4,152 | 9 | 0.2% | $2,184 | 加仓 |
| CBRE | CBRE GROUP INC | $99.33万 | 0.13% | 7,333 | 453 | 6.6% | $6.14万 | 加仓 |
| MCD | MCDONALDS CORP | $99.25万 | 0.13% | 3,193 | 37 | 1.2% | $1.15万 | 加仓 |
| CMI | CUMMINS INC | $98.67万 | 0.13% | 1,834 | -22 | -1.2% | -$1.18万 | 减仓 |
| IBDU | ISHARES TR | $98.41万 | 0.13% | 42,310 | -3,206 | -7.0% | -$7.46万 | 减仓 |
| KO | COCA COLA CO | $98.34万 | 0.13% | 12,931 | 112 | 0.9% | $8,518 | 加仓 |
| IBDY | ISHARES TR | $98.28万 | 0.13% | 38,018 | 1,376 | 3.8% | $3.56万 | 加仓 |
| IBDX | ISHARES TR | $98.25万 | 0.13% | 38,879 | 1,410 | 3.8% | $3.56万 | 加仓 |
| IBDZ | ISHARES TR | $98.19万 | 0.13% | 37,680 | 1,400 | 3.9% | $3.65万 | 加仓 |
| IBCA | ISHARES TR | $98.12万 | 0.13% | 38,270 | 19,185 | 100.5% | $49.19万 | 加仓 |
| IBDV | ISHARES TR | $98.10万 | 0.13% | 44,817 | -3,397 | -7.0% | -$7.44万 | 减仓 |
| IBDW | ISHARES TR | $97.83万 | 0.13% | 46,743 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $97.46万 | 0.13% | 13,781 | 108 | 0.8% | $7,638 | 加仓 |
| KKR | KKR & CO INC | $97.09万 | 0.13% | 10,496 | 933 | 9.8% | $8.63万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $95.89万 | 0.12% | 877 | 276 | 45.9% | $30.18万 | 加仓 |
| SHOP | SHOPIFY INC | $95.42万 | 0.12% | 8,044 | 878 | 12.3% | $10.41万 | 加仓 |
| T | AT&T INC | $95.34万 | 0.12% | 32,886 | 738 | 2.3% | $2.14万 | 加仓 |
| ARGX | ARGENX SE | $94.49万 | 0.12% | 1,294 | -12 | -0.9% | -$8,763 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $92.98万 | 0.12% | 20,013 | 256 | 1.3% | $1.19万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $91.86万 | 0.12% | 9,403 | 158 | 1.7% | $1.54万 | 加仓 |
| META | META PLATFORMS INC | $90.80万 | 0.12% | 1,587 | 44 | 2.9% | $2.52万 | 加仓 |
| BAC | BANK AMERICA CORP | $89.78万 | 0.12% | 18,417 | -766 | -4.0% | -$3.73万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $87.34万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $85.42万 | 0.11% | 25,730 | 326 | 1.3% | $1.08万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $85.32万 | 0.11% | 2,486 | 27 | 1.1% | $9,267 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $84.90万 | 0.11% | 4,895 | 9 | 0.2% | $1,561 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.50万 | 0.11% | 3,486 | 33 | 1.0% | $7,999 | 加仓 |