GABLES CAPITAL MANAGEMENT INC.
MIAMI FL · SEC CIK 0001740839
$2.77亿2026Q2 申报市值
508持仓数
36.2%前十大占比 · 第一大 7.7%
45 / 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
BE 新建仓+$181.92万
GLW 加仓+$156.07万
SPCX 新建仓+$118.24万
GOOG 加仓+$76.50万
GE 加仓+$62.41万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$117.16万
CRDO 减仓-$89.74万
ALAB 减仓-$57.96万
MTZ 减仓-$29.12万
TMO 减仓-$25.07万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,141.06万 | 7.73% | 107,005 | 400 | 0.4% | $8.00万 | 加仓 |
| AAPL | APPLE INC | $1,616.51万 | 5.84% | 55,865 | 480 | 0.9% | $13.89万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $1,317.49万 | 4.76% | 419,181 | -5,400 | -1.3% | -$16.97万 | 减仓 |
| MTZ | MASTEC INC | $814.19万 | 2.94% | 19,569 | -700 | -3.5% | -$29.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $800.51万 | 2.89% | 68,613 | 1,615 | 2.4% | $18.84万 | 加仓 |
| CAT | CATERPILLAR INC | $772.05万 | 2.79% | 7,250 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $716.66万 | 2.59% | 21,894 | 200 | 0.9% | $6.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $692.69万 | 2.50% | 6,001 | -1,015 | -14.5% | -$117.16万 | 减仓 |
| GOOG | ALPHABET INC | $600.03万 | 2.17% | 16,982 | 2,165 | 14.6% | $76.50万 | 加仓 |
| HD | HOME DEPOT INC | $558.61万 | 2.02% | 15,839 | -55 | -0.3% | -$1.94万 | 减仓 |
| AMZN | AMAZON COM INC | $550.23万 | 1.99% | 23,086 | 580 | 2.6% | $13.82万 | 加仓 |
| BAC | BANK OF AMER CORP | $518.24万 | 1.87% | 90,951 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $481.36万 | 1.74% | 35,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $434.70万 | 1.57% | 3,700 | 168 | 4.8% | $19.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $422.86万 | 1.53% | 11,336 | -362 | -3.1% | -$13.50万 | 减仓 |
| WMT | WALMART INC | $396.12万 | 1.43% | 34,974 | 215 | 0.6% | $2.44万 | 加仓 |
| V | VISA INC | $387.35万 | 1.40% | 11,290 | 144 | 1.3% | $4.94万 | 加仓 |
| MCD | MCDONALDS CORP | $366.30万 | 1.32% | 13,551 | 500 | 3.8% | $13.52万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $364.37万 | 1.32% | 8,445 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $352.08万 | 1.27% | 9,852 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $336.44万 | 1.22% | 2,805 | 44 | 1.6% | $5.28万 | 加仓 |
| KO | COCA COLA CO | $335.33万 | 1.21% | 41,261 | -200 | -0.5% | -$1.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $331.30万 | 1.20% | 19,987 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $312.43万 | 1.13% | 12,302 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $311.65万 | 1.13% | 12,467 | 2,125 | 20.5% | $53.12万 | 加仓 |
| IVE | ISHARES TR | $302.67万 | 1.09% | 13,330 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $288.46万 | 1.04% | 19,671 | 25 | 0.1% | $3,666 | 加仓 |
| MA | MASTERCARD INCORPORATED | $281.14万 | 1.02% | 5,474 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $255.17万 | 0.92% | 11,788 | -20 | -0.2% | -$4,329 | 减仓 |
| IRM | IRON MTN INC DEL | $242.41万 | 0.88% | 19,192 | -150 | -0.8% | -$1.89万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $235.13万 | 0.85% | 11,035 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $211.56万 | 0.76% | 49,968 | 1,200 | 2.5% | $5.08万 | 加仓 |
| MRK | MERCK & CO INC | $209.48万 | 0.76% | 16,302 | -50 | -0.3% | -$6,425 | 减仓 |
| GLD | SPDR GOLD TR | $206.22万 | 0.74% | 5,598 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $203.79万 | 0.74% | 2,729 | -20 | -0.7% | -$1.49万 | 减仓 |
| RTX | RTX CORPORATION | $202.84万 | 0.73% | 10,691 | 550 | 5.4% | $10.44万 | 加仓 |
| SHOP | SHOPIFY INC | $199.53万 | 0.72% | 17,475 | 2,935 | 20.2% | $33.51万 | 加仓 |
| NFLX | NETFLIX INC. | $195.92万 | 0.71% | 27,440 | -500 | -1.8% | -$3.57万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $194.65万 | 0.70% | 12,317 | 26 | 0.2% | $4,109 | 加仓 |
| BE | BLOOM ENERGY CORP | $181.92万 | 0.66% | 6,010 | 6,010 | — | $181.92万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $174.32万 | 0.63% | 30,864 | 600 | 2.0% | $3.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.75万 | 0.60% | 3,326 | -500 | -13.1% | -$25.07万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $165.78万 | 0.60% | 33,250 | 5,700 | 20.7% | $28.42万 | 加仓 |
| DE | DEERE & CO | $165.12万 | 0.60% | 2,603 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $164.27万 | 0.59% | 6,431 | 6,110 | 1,903.4% | $156.07万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $149.83万 | 0.54% | 3,605 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $144.84万 | 0.52% | 42,600 | -1,300 | -3.0% | -$4.42万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $144.42万 | 0.52% | 45,175 | 1,000 | 2.3% | $3.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $139.57万 | 0.50% | 1,380 | 65 | 4.9% | $6.57万 | 加仓 |
| ALAB | ASTERA LABS INC | $135.25万 | 0.49% | 2,800 | -1,200 | -30.0% | -$57.96万 | 减仓 |
| META | META PLATFORMS INC | $127.19万 | 0.46% | 2,258 | -335 | -12.9% | -$18.87万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $126.00万 | 0.46% | 9,954 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $118.24万 | 0.43% | 6,920 | 6,920 | — | $118.24万 | 新建仓 |
| GE | GE AEROSPACE | $117.50万 | 0.42% | 3,144 | 1,670 | 113.3% | $62.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.70万 | 0.41% | 1,940 | 235 | 13.8% | $13.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $111.09万 | 0.40% | 12,897 | 105 | 0.8% | $9,045 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $108.19万 | 0.39% | 2,071 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $107.30万 | 0.39% | 4,851 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $105.35万 | 0.38% | 14,600 | -450 | -3.0% | -$3.25万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $105.03万 | 0.38% | 16,701 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $101.44万 | 0.37% | 2,575 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $100.06万 | 0.36% | 1,964 | -12 | -0.6% | -$6,114 | 减仓 |
| AVGO | BROADCOM INC | $96.33万 | 0.35% | 2,550 | 595 | 30.4% | $22.48万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $96.10万 | 0.35% | 2,093 | -275 | -11.6% | -$12.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $95.98万 | 0.35% | 2,215 | 175 | 8.6% | $7.58万 | 加仓 |
| IJK | ISHARES TR | $94.19万 | 0.34% | 8,016 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $93.00万 | 0.34% | 12,926 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $90.89万 | 0.33% | 9,155 | 5,090 | 125.2% | $50.53万 | 加仓 |
| PFE | PFIZER INC | $87.65万 | 0.32% | 36,400 | 914 | 2.6% | $2.20万 | 加仓 |
| ABBV | ABBVIE INC | $84.90万 | 0.31% | 3,374 | 170 | 5.3% | $4.28万 | 加仓 |
| — | EXXON MOBIL CORP | $84.26万 | 0.30% | 6,163 | 200 | 3.4% | $2.73万 | 加仓 |
| SO | SOUTHERN CO | $78.41万 | 0.28% | 8,192 | 100 | 1.2% | $9,571 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $78.33万 | 0.28% | 1,538 | 1,225 | 391.4% | $62.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $76.95万 | 0.28% | 1,045 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $75.23万 | 0.27% | 5,375 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $75.11万 | 0.27% | 36,283 | 2,325 | 6.8% | $4.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $69.41万 | 0.25% | 2,665 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $65.59万 | 0.24% | 2,183 | 10 | 0.5% | $3,005 | 加仓 |
| CSCO | CISCO SYS INC | $64.72万 | 0.23% | 5,510 | -200 | -3.5% | -$2.35万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $63.99万 | 0.23% | 3,672 | 34 | 0.9% | $5,925 | 加仓 |
| EFG | ISHARES TR | $62.30万 | 0.23% | 5,007 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $60.84万 | 0.22% | 12,800 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $57.75万 | 0.21% | 9,985 | 0 | 0.0% | — | 不变 |
| — | STELLUS CAP INVT CORP | $56.46万 | 0.20% | 67,052 | 185 | 0.3% | $1,558 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $56.25万 | 0.20% | 2,515 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $55.65万 | 0.20% | 2,711 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.85万 | 0.20% | 8,925 | 1,400 | 18.6% | $8.60万 | 加仓 |
| EFA | ISHARES TR | $53.80万 | 0.19% | 5,179 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.27万 | 0.19% | 1,250 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $50.82万 | 0.18% | 740 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $50.32万 | 0.18% | 6,490 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $50.18万 | 0.18% | 3,668 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $49.98万 | 0.18% | 17,000 | -200 | -1.2% | -$5,880 | 减仓 |
| DIS | DISNEY WALT CO | $49.87万 | 0.18% | 5,181 | -1,675 | -24.4% | -$16.12万 | 减仓 |
| BX | BLACKSTONE INC | $49.54万 | 0.18% | 4,210 | -730 | -14.8% | -$8.59万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.40万 | 0.18% | 1,700 | 1,500 | 750.0% | $43.59万 | 加仓 |
| SSO | PROSHARES TR | $48.11万 | 0.17% | 7,140 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $47.74万 | 0.17% | 1,400 | 200 | 16.7% | $6.82万 | 加仓 |
| COHR | COHERENT CORP | $47.34万 | 0.17% | 1,200 | 1,200 | — | $47.34万 | 新建仓 |
| ACWX | ISHARES TR | $46.43万 | 0.17% | 6,100 | 0 | 0.0% | — | 不变 |