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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $28.43万 | 0.03% | 2,378 | 2 | 0.1% | $239 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $28.39万 | 0.03% | 8,351 | -92 | -1.1% | -$3,128 | 减仓 |
| OVV | OVINTIV INC | $28.24万 | 0.03% | 5,363 | 76 | 1.4% | $4,001 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.85万 | 0.03% | 24,698 | -957 | -3.7% | -$1.04万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $26.68万 | 0.03% | 809 | -6 | -0.7% | -$1,979 | 减仓 |
| GWW | WW GRAINGER INC | $26.12万 | 0.03% | 192 | 192 | — | $26.12万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $25.18万 | 0.03% | 2,824 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $25.05万 | 0.03% | 3,057 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.71万 | 0.03% | 661 | 661 | — | $24.71万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $24.07万 | 0.03% | 5,406 | 81 | 1.5% | $3,607 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $23.99万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.91万 | 0.03% | 2,480 | 102 | 4.3% | $9,836 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $23.69万 | 0.03% | 6,383 | -2,429 | -27.6% | -$9.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.62万 | 0.03% | 5,325 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $23.07万 | 0.03% | 1,084 | 5 | 0.5% | $1,064 | 加仓 |
| DOCU | DOCUSIGN INC | $23.05万 | 0.03% | 5,189 | -60 | -1.1% | -$2,665 | 减仓 |
| RDDT | REDDIT INC | $22.22万 | 0.03% | 1,280 | 1,280 | — | $22.22万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $22.04万 | 0.03% | 12,705 | 12,705 | — | $22.04万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.68万 | 0.02% | 1,583 | 28 | 1.8% | $3,835 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $21.54万 | 0.02% | 2,461 | 60 | 2.5% | $5,252 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $21.30万 | 0.02% | 1,278 | 16 | 1.3% | $2,667 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.26万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $20.99万 | 0.02% | 2,163 | -339 | -13.5% | -$3.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.42万 | 0.02% | 1,292 | 1,292 | — | $20.42万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $20.25万 | 0.02% | 1,917 | 1,917 | — | $20.25万 | 新建仓 |
| IUSB | ISHARES TR | $20.05万 | 0.02% | 4,344 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $18.34万 | 0.02% | 12,131 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP | $14.43万 | 0.02% | 46,396 | 0 | 0.0% | — | 不变 |
| — | HYPERSCALE DATA INC | $4,221 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| 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 |