G&S Capital LLC
DENVER CO · SEC CIK 0001731448
$2.85亿2026Q1 申报市值
133持仓数
30.6%前十大占比 · 第一大 6.1%
8 / 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
DOW 加仓+$301.45万
MDT 新建仓+$250.53万
DELL 加仓+$202.16万
BIL 加仓+$170.00万
JIVE 加仓+$157.22万
2026Q1 卖出最多 按季末市值估算
INVESCO EXCH TRA 清仓-$325.99万
GILD 清仓-$280.78万
AMD 清仓-$259.71万
UNH 减仓-$236.16万
JCI 减仓-$232.16万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -73,996 | -100.0% | -$325.99万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -22,876 | -100.0% | -$280.78万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -12,127 | -100.0% | -$259.71万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -27,670 | -100.0% | -$152.19万 | 清仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -12,303 | -100.0% | -$112.20万 | 清仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -6,742 | -100.0% | -$107.79万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -3,422 | -100.0% | -$63.03万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,100 | -100.0% | -$21.45万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,978 | -100.0% | -$20.20万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $19.39万 | 0.07% | 10,204 | 10,204 | — | $19.39万 | 新建仓 |
| AVGO | BROADCOM INC | $20.43万 | 0.07% | 660 | 71 | 12.1% | $2.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.98万 | 0.07% | 776 | -8,733 | -91.8% | -$236.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.93万 | 0.08% | 3,422 | 3 | 0.1% | $192 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $22.12万 | 0.08% | 222 | -643 | -74.3% | -$64.07万 | 重新持有 |
| V | VISA INC | $22.12万 | 0.08% | 732 | 18 | 2.5% | $5,440 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.31万 | 0.08% | 2,402 | 2,402 | — | $22.31万 | 新建仓 |
| USHY | ISHARES TR | $22.73万 | 0.08% | 6,170 | 69 | 1.1% | $2,542 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.07万 | 0.08% | 7,890 | 15 | 0.2% | $458 | 加仓 |
| IAU | ISHARES GOLD TR | $24.95万 | 0.09% | 2,830 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $25.18万 | 0.09% | 5,982 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.30万 | 0.09% | 1,245 | 31 | 2.6% | $6,299 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $26.50万 | 0.09% | 7,904 | -907 | -10.3% | -$3.04万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $26.56万 | 0.09% | 774 | 6 | 0.8% | $2,059 | 加仓 |
| SLV | ISHARES SILVER TR | $27.24万 | 0.10% | 3,998 | -803 | -16.7% | -$5.47万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $28.51万 | 0.10% | 11,166 | 2,338 | 26.5% | $5.97万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $30.00万 | 0.11% | 11,297 | 1,745 | 18.3% | $4.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $30.59万 | 0.11% | 953 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $31.43万 | 0.11% | 2,207 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $32.74万 | 0.12% | 958 | 1 | 0.1% | $342 | 加仓 |
| AZO | AUTOZONE INC | $34.12万 | 0.12% | 101 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $36.15万 | 0.13% | 4,036 | 85 | 2.2% | $7,614 | 加仓 |
| USFR | WISDOMTREE TR | $40.55万 | 0.14% | 8,055 | -1,445 | -15.2% | -$7.27万 | 减仓 |
| HAL | HALLIBURTON CO | $40.62万 | 0.14% | 10,417 | 10,417 | — | $40.62万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.59万 | 0.15% | 2,843 | 2,843 | — | $41.59万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $41.91万 | 0.15% | 18,503 | 8,353 | 82.3% | $18.92万 | 加仓 |
| UUUU | ENERGY FUELS INC | $42.48万 | 0.15% | 23,278 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $42.96万 | 0.15% | 4,453 | 83 | 1.9% | $8,007 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $45.19万 | 0.16% | 6,283 | -2,726 | -30.3% | -$19.61万 | 减仓 |
| LLY | ELI LILLY & CO | $45.34万 | 0.16% | 493 | -8 | -1.6% | -$7,358 | 减仓 |
| GLD | SPDR GOLD TR | $50.80万 | 0.18% | 1,181 | -46 | -3.7% | -$1.98万 | 减仓 |
| RMD | RESMED INC | $55.54万 | 0.20% | 2,474 | -81 | -3.2% | -$1.82万 | 减仓 |
| IVV | ISHARES TR | $60.96万 | 0.21% | 933 | -130 | -12.2% | -$8.49万 | 减仓 |
| NUE | NUCOR CORP | $62.97万 | 0.22% | 3,724 | 1,298 | 53.5% | $21.95万 | 加仓 |
| — | EXXON MOBIL CORP | $63.05万 | 0.22% | 3,716 | 69 | 1.9% | $1.17万 | 加仓 |
| CMI | CUMMINS INC | $65.69万 | 0.23% | 1,221 | 425 | 53.4% | $22.87万 | 加仓 |
| PPG | PPG INDS INC | $67.81万 | 0.24% | 6,344 | 1,235 | 24.2% | $13.20万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $70.65万 | 0.25% | 5,754 | -368 | -6.0% | -$4.52万 | 减仓 |
| CB | CHUBB LIMITED | $70.89万 | 0.25% | 2,175 | -96 | -4.2% | -$3.13万 | 减仓 |
| TJX | TJX COS INC NEW | $71.27万 | 0.25% | 4,463 | -161 | -3.5% | -$2.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $74.87万 | 0.26% | 885 | -71 | -7.4% | -$6.01万 | 减仓 |
| GOOGL | ALPHABET INC | $75.61万 | 0.27% | 2,629 | -91 | -3.3% | -$2.62万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $77.06万 | 0.27% | 9,680 | 22 | 0.2% | $1,751 | 加仓 |
| IEFA | ISHARES TR | $77.46万 | 0.27% | 8,556 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $77.61万 | 0.27% | 2,706 | 211 | 8.5% | $6.05万 | 加仓 |
| PWR | QUANTA SVCS INC | $83.51万 | 0.29% | 1,521 | -79 | -4.9% | -$4.34万 | 减仓 |
| ECL | ECOLAB INC | $85.37万 | 0.30% | 3,209 | 130 | 4.2% | $3.46万 | 加仓 |
| DE | DEERE & CO | $87.71万 | 0.31% | 1,557 | 318 | 25.7% | $17.91万 | 加仓 |
| MRK | MERCK & CO INC | $88.13万 | 0.31% | 7,327 | -159 | -2.1% | -$1.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $92.65万 | 0.33% | 12,105 | 583 | 5.1% | $4.46万 | 加仓 |
| META | META PLATFORMS INC | $95.72万 | 0.34% | 1,673 | -34 | -2.0% | -$1.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $98.14万 | 0.34% | 7,491 | 344 | 4.8% | $4.51万 | 加仓 |
| SMTH | ALPS ETF TR | $99.97万 | 0.35% | 38,814 | -2,018 | -4.9% | -$5.20万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $100.73万 | 0.35% | 23,071 | -1,372 | -5.6% | -$5.99万 | 减仓 |
| EEM | ISHARES TR | $103.24万 | 0.36% | 18,178 | 822 | 4.7% | $4.67万 | 加仓 |
| SIZE | ISHARES TR | $104.61万 | 0.37% | 6,560 | -623 | -8.7% | -$9.93万 | 重新持有 |
| MTUM | ISHARES TR | $105.53万 | 0.37% | 4,397 | 67 | 1.5% | $1.61万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $106.09万 | 0.37% | 14,595 | 2,033 | 16.2% | $14.78万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $107.05万 | 0.38% | 9,458 | 472 | 5.3% | $5.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $109.77万 | 0.39% | 4,490 | 44 | 1.0% | $1.08万 | 加仓 |
| IMTM | ISHARES TR | $109.97万 | 0.39% | 22,901 | 22,901 | — | $109.97万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $114.11万 | 0.40% | 9,561 | -271 | -2.8% | -$3.23万 | 减仓 |
| IVLU | ISHARES TR | $115.19万 | 0.40% | 29,030 | -123 | -0.4% | -$4,881 | 减仓 |
| KO | COCA COLA CO | $118.77万 | 0.42% | 15,618 | -141 | -0.9% | -$1.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $120.90万 | 0.42% | 24,083 | 452 | 1.9% | $2.27万 | 加仓 |
| PKG | PACKAGING CORP AMER | $122.75万 | 0.43% | 5,784 | -7,102 | -55.1% | -$150.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.35万 | 0.44% | 2,595 | -637 | -19.7% | -$30.53万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $125.08万 | 0.44% | 48,820 | -17,186 | -26.0% | -$44.03万 | 减仓 |
| TSLA | TESLA INC | $125.69万 | 0.44% | 3,381 | 243 | 7.7% | $9.03万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $126.31万 | 0.44% | 31,189 | 16,339 | 110.0% | $66.17万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $132.21万 | 0.46% | 22,116 | -33,793 | -60.4% | -$202.01万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $132.77万 | 0.47% | 3,040 | 21 | 0.7% | $9,171 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $133.37万 | 0.47% | 54,684 | -28,612 | -34.3% | -$69.78万 | 减仓 |
| BA | BOEING CO | $134.17万 | 0.47% | 6,741 | -59 | -0.9% | -$1.17万 | 减仓 |
| AMZN | AMAZON COM INC | $140.48万 | 0.49% | 6,745 | 431 | 6.8% | $8.98万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $143.21万 | 0.50% | 10,936 | -17,729 | -61.8% | -$232.16万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $147.19万 | 0.52% | 25,041 | 25,041 | — | $147.19万 | 新建仓 |
| CIEN | CIENA CORP | $154.75万 | 0.54% | 3,986 | 3,986 | — | $154.75万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $155.55万 | 0.55% | 11,867 | -12,137 | -50.6% | -$159.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $158.26万 | 0.56% | 33,738 | 7,896 | 30.6% | $37.04万 | 加仓 |
| CSCO | CISCO SYS INC | $167.38万 | 0.59% | 21,572 | -292 | -1.3% | -$2.27万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $186.48万 | 0.66% | 8,825 | -683 | -7.2% | -$14.43万 | 减仓 |
| ACWI | ISHARES TR | $200.20万 | 0.70% | 14,468 | 749 | 5.5% | $10.36万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $202.72万 | 0.71% | 20,234 | -11,760 | -36.8% | -$117.82万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $215.90万 | 0.76% | 60,919 | 5,018 | 9.0% | $17.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $217.10万 | 0.76% | 6,424 | -301 | -4.5% | -$10.17万 | 减仓 |
| SETM | SPROTT FDS TR | $235.86万 | 0.83% | 71,300 | 1,024 | 1.5% | $3.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $247.57万 | 0.87% | 7,328 | 1,538 | 26.6% | $51.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $250.53万 | 0.88% | 28,913 | 28,913 | — | $250.53万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $253.59万 | 0.89% | 6,085 | 63 | 1.0% | $2.63万 | 加仓 |