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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $89.49万 | 0.10% | 7,670 | -65 | -0.8% | -$7,584 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $89.48万 | 0.10% | 2,250 | -28 | -1.2% | -$1.11万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $88.63万 | 0.10% | 2,502 | 16 | 0.6% | $5,668 | 加仓 |
| MCD | MCDONALDS CORP | $86.72万 | 0.10% | 3,208 | 15 | 0.5% | $4,055 | 加仓 |
| MO | ALTRIA GROUP INC | $84.71万 | 0.10% | 11,774 | 81 | 0.7% | $5,828 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $82.84万 | 0.10% | 21,518 | 985 | 4.8% | $3.79万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $82.37万 | 0.09% | 16,036 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $82.27万 | 0.09% | 12,824 | 1,202 | 10.3% | $7.71万 | 加仓 |
| WAB | WABTEC | $81.59万 | 0.09% | 3,026 | -16 | -0.5% | -$4,314 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $81.37万 | 0.09% | 4,882 | -13 | -0.3% | -$2,167 | 减仓 |
| C | CITIGROUP INC | $81.13万 | 0.09% | 5,797 | 43 | 0.7% | $6,018 | 加仓 |
| APP | APPLOVIN CORP | $80.84万 | 0.09% | 1,569 | 26 | 1.7% | $1.34万 | 加仓 |
| DE | DEERE & CO | $79.50万 | 0.09% | 1,253 | -1,350 | -51.9% | -$85.66万 | 减仓 |
| SO | SOUTHERN CO | $78.26万 | 0.09% | 8,177 | 41 | 0.5% | $3,924 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $78.20万 | 0.09% | 15,103 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $78.19万 | 0.09% | 2,583 | 17 | 0.7% | $5,146 | 加仓 |
| ENTG | ENTEGRIS INC | $78.13万 | 0.09% | 4,344 | 119 | 2.8% | $2.14万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $77.91万 | 0.09% | 4,995 | 88 | 1.8% | $1.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.46万 | 0.09% | 3,146 | 42 | 1.4% | $1.03万 | 加仓 |
| MKL | MARKEL GROUP INC | $75.58万 | 0.09% | 387 | -34 | -8.1% | -$6.64万 | 减仓 |
| IWP | ISHARES TR | $75.28万 | 0.09% | 5,142 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $73.64万 | 0.08% | 3,103 | 32 | 1.0% | $7,595 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.71万 | 0.08% | 13,217 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $69.75万 | 0.08% | 27,721 | 27,721 | — | $69.75万 | 新建仓 |
| T | AT&T INC | $68.90万 | 0.08% | 33,285 | 399 | 1.2% | $8,259 | 加仓 |
| PEP | PEPSICO INC | $68.87万 | 0.08% | 5,086 | 62 | 1.2% | $8,395 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $68.50万 | 0.08% | 19,677 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $67.90万 | 0.08% | 5,468 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $66.94万 | 0.08% | 3,772 | 790 | 26.5% | $14.02万 | 加仓 |
| AUR | AURORA INNOVATION INC | $66.93万 | 0.08% | 98,142 | 32,843 | 50.3% | $22.40万 | 加仓 |
| DASH | DOORDASH INC | $66.67万 | 0.08% | 3,613 | 5 | 0.1% | $923 | 加仓 |
| INTC | INTEL CORP | $66.45万 | 0.08% | 4,759 | 4,759 | — | $66.45万 | 新建仓 |
| PFE | PFIZER INC | $63.91万 | 0.07% | 26,539 | 314 | 1.2% | $7,561 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.84万 | 0.07% | 1,536 | -17 | -1.1% | -$7,066 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $63.38万 | 0.07% | 2,250 | 248 | 12.4% | $6.99万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $61.54万 | 0.07% | 7,582 | 80 | 1.1% | $6,493 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $61.39万 | 0.07% | 1,337 | 10 | 0.8% | $4,591 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $60.74万 | 0.07% | 4,440 | 77 | 1.8% | $1.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.74万 | 0.07% | 6,694 | 112 | 1.7% | $1.02万 | 加仓 |
| TXN | TEXAS INSTRS INC | $59.61万 | 0.07% | 2,000 | 2,000 | — | $59.61万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $59.54万 | 0.07% | 1,169 | -4 | -0.3% | -$2,037 | 减仓 |
| IBDR | ISHARES TR | $58.91万 | 0.07% | 24,313 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $58.68万 | 0.07% | 3,027 | 45 | 1.5% | $8,723 | 加仓 |
| IBDS | ISHARES TR | $56.88万 | 0.07% | 23,486 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $54.96万 | 0.06% | 18,979 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $54.68万 | 0.06% | 5,747 | 372 | 6.9% | $3.54万 | 加仓 |
| MSCI | MSCI INC | $54.66万 | 0.06% | 976 | -134 | -12.1% | -$7.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $53.79万 | 0.06% | 6,876 | 116 | 1.7% | $9,075 | 加仓 |
| MS | MORGAN STANLEY | $53.58万 | 0.06% | 2,563 | 42 | 1.7% | $8,780 | 加仓 |
| AMAT | APPLIED MATLS INC | $52.75万 | 0.06% | 730 | -135 | -15.6% | -$9.76万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $52.74万 | 0.06% | 21,482 | 57 | 0.3% | $1,399 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $51.44万 | 0.06% | 1,759 | 516 | 41.5% | $15.09万 | 加仓 |
| CI | THE CIGNA GROUP | $51.30万 | 0.06% | 1,861 | 23 | 1.3% | $6,341 | 加仓 |
| VSGX | VANGUARD WORLD FD | $51.25万 | 0.06% | 6,224 | -857 | -12.1% | -$7.06万 | 减仓 |
| BALL | BALL CORP | $50.94万 | 0.06% | 8,164 | 284 | 3.6% | $1.77万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $50.08万 | 0.06% | 11,166 | 2,483 | 28.6% | $11.14万 | 加仓 |
| IBTG | ISHARES TR | $49.57万 | 0.06% | 21,655 | 21,655 | — | $49.57万 | 新建仓 |
| IBTH | ISHARES TR | $49.27万 | 0.06% | 22,025 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $49.20万 | 0.06% | 9,167 | -26 | -0.3% | -$1,395 | 减仓 |
| IBDT | ISHARES TR | $49.14万 | 0.06% | 19,460 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $48.95万 | 0.06% | 22,110 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $48.36万 | 0.06% | 1,429 | 22 | 1.6% | $7,445 | 加仓 |
| LEN | LENNAR CORP | $47.94万 | 0.06% | 5,298 | 85 | 1.6% | $7,692 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $47.37万 | 0.05% | 6,760 | 97 | 1.5% | $6,797 | 加仓 |
| FICO | FAIR ISAAC CORP | $46.36万 | 0.05% | 388 | 7 | 1.8% | $8,363 | 加仓 |
| GILD | GILEAD SCIENCES INC | $44.74万 | 0.05% | 3,541 | 3 | 0.1% | $379 | 加仓 |
| WPC | WP CAREY INC | $44.69万 | 0.05% | 6,251 | 83 | 1.3% | $5,935 | 加仓 |
| CCI | CROWN CASTLE INC | $44.42万 | 0.05% | 5,865 | 72 | 1.2% | $5,453 | 加仓 |
| BDX | BECTON DICKINSON & CO | $44.26万 | 0.05% | 2,925 | -32 | -1.1% | -$4,843 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $41.47万 | 0.05% | 8,618 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $40.46万 | 0.05% | 5,409 | 1,372 | 34.0% | $10.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.09万 | 0.05% | 1,790 | -2 | -0.1% | -$448 | 减仓 |
| FAST | FASTENAL CO | $40.06万 | 0.05% | 8,341 | 64 | 0.8% | $3,074 | 加仓 |
| SPGI | S&P GLOBAL INC | $39.50万 | 0.05% | 970 | 1 | 0.1% | $407 | 加仓 |
| VB | VANGUARD INDEX FDS | $39.01万 | 0.04% | 1,287 | 69 | 5.7% | $2.09万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $37.93万 | 0.04% | 10,640 | 1,173 | 12.4% | $4.18万 | 加仓 |
| IEMG | ISHARES INC | $37.60万 | 0.04% | 4,539 | 4,539 | — | $37.60万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.94万 | 0.04% | 10,187 | -843 | -7.6% | -$3.06万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $36.52万 | 0.04% | 999 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $36.31万 | 0.04% | 1,906 | 19 | 1.0% | $3,619 | 加仓 |
| MCO | MOODYS CORP | $36.01万 | 0.04% | 795 | 360 | 82.8% | $16.31万 | 重新持有 |
| ARES | ARES MANAGEMENT CORPORATION | $35.94万 | 0.04% | 3,229 | 379 | 13.3% | $4.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.39万 | 0.04% | 378 | 6 | 1.6% | $5,618 | 加仓 |
| IDXX | IDEXX LABS INC | $33.22万 | 0.04% | 631 | 6 | 1.0% | $3,159 | 加仓 |
| AME | AMETEK INC | $32.73万 | 0.04% | 1,353 | 16 | 1.2% | $3,871 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $31.88万 | 0.04% | 3,179 | 79 | 2.5% | $7,922 | 加仓 |
| WAT | WATERS CORP | $31.69万 | 0.04% | 845 | 99 | 13.3% | $3.71万 | 加仓 |
| TOST | TOAST INC | $31.68万 | 0.04% | 11,388 | 11,388 | — | $31.68万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $30.79万 | 0.04% | 10,873 | 195 | 1.8% | $5,522 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.70万 | 0.04% | 9,222 | 335 | 3.8% | $1.12万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $30.06万 | 0.03% | 5,064 | 62 | 1.2% | $3,680 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $30.02万 | 0.03% | 6,366 | 92 | 1.5% | $4,339 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.90万 | 0.03% | 1,372 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $29.48万 | 0.03% | 4,071 | 4,071 | — | $29.48万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $29.16万 | 0.03% | 13,625 | 121 | 0.9% | $2,589 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $28.75万 | 0.03% | 11,179 | 308 | 2.8% | $7,922 | 加仓 |
| DINO | HF SINCLAIR CORP | $28.72万 | 0.03% | 4,124 | -2 | -0.0% | -$139 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.48万 | 0.03% | 3,400 | -496 | -12.7% | -$4.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $28.43万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |