GILPIN WEALTH MANAGEMENT, LLC
DENVER CO · SEC CIK 0002058144
$1.45亿2026Q2 申报市值
1,063持仓数
26.7%前十大占比 · 第一大 3.5%
67 / 51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
SPYV 加仓+$133.12万
VOO 加仓+$115.11万
FTCB 加仓+$50.63万
BIL 加仓+$47.96万
SPCX 新建仓+$37.86万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$288.27万
AOK 减仓-$35.30万
NVDA 减仓-$21.77万
FTNT 减仓-$20.46万
KMX 减仓-$17.71万
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 |
|---|---|---|---|---|---|---|---|---|
| NGVT | INGEVITY CORP | $449 | 0.00% | 6 | -1 | -14.3% | -$75 | 减仓 |
| DGII | DIGI INTL INC | $450 | 0.00% | 6 | 1 | 20.0% | $75 | 加仓 |
| MRTN | MARTEN TRANS LTD | $452 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $452 | 0.00% | 11 | 9 | 450.0% | $370 | 加仓 |
| PJT | PJT PARTNERS INC | $453 | 0.00% | 3 | 1 | 50.0% | $151 | 重新持有 |
| MKTX | MARKETAXESS HLDGS INC | $454 | 0.00% | 4 | -1 | -20.0% | -$114 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $458 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $460 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $461 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $463 | 0.00% | 7 | 4 | 133.3% | $265 | 重新持有 |
| TMDX | TRANSMEDICS GROUP INC | $465 | 0.00% | 7 | 1 | 16.7% | $66 | 加仓 |
| VSTS | VESTIS CORPORATION | $465 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $466 | 0.00% | 9 | 3 | 50.0% | $155 | 重新持有 |
| REZI | RESIDEO TECHNOLOGIES INC | $467 | 0.00% | 15 | -9 | -37.5% | -$280 | 减仓 |
| TDW | TIDEWATER INC NEW | $467 | 0.00% | 7 | 1 | 16.7% | $67 | 加仓 |
| FUL | FULLER H B CO | $467 | 0.00% | 8 | 1 | 14.3% | $58 | 加仓 |
| PRG | PROG HOLDINGS INC | $467 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $468 | 0.00% | 11 | 4 | 57.1% | $170 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $469 | 0.00% | 22 | -1 | -4.3% | -$21 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $472 | 0.00% | 10 | -1 | -9.1% | -$47 | 减仓 |
| DXCM | DEXCOM INC | $472 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $474 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $475 | 0.00% | 4 | -2 | -33.3% | -$238 | 减仓 |
| CRC | CALIFORNIA RES CORP | $476 | 0.00% | 9 | 1 | 12.5% | $53 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $478 | 0.00% | 11 | -1 | -8.3% | -$43 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $480 | 0.00% | 20 | -3 | -13.0% | -$72 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $480 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $481 | 0.00% | 19 | 6 | 46.2% | $152 | 加仓 |
| CHEF | CHEFS WHSE INC | $481 | 0.00% | 5 | 2 | 66.7% | $192 | 加仓 |
| MHO | M/I HOMES INC | $483 | 0.00% | 3 | 1 | 50.0% | $161 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $487 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $489 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $491 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $494 | 0.00% | 4 | 1 | 33.3% | $124 | 重新持有 |
| PRIM | PRIMORIS SVCS CORP | $496 | 0.00% | 5 | -1 | -16.7% | -$99 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $497 | 0.00% | 7 | 1 | 16.7% | $71 | 加仓 |
| SKYW | SKYWEST INC | $497 | 0.00% | 5 | 3 | 150.0% | $298 | 重新持有 |
| JBLU | JETBLUE AIRWAYS CORP | $499 | 0.00% | 87 | -30 | -25.6% | -$172 | 减仓 |
| SCL | STEPAN CO | $502 | 0.00% | 9 | 3 | 50.0% | $167 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $503 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $504 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $507 | 0.00% | 13 | -1 | -7.1% | -$39 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $509 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $511 | 0.00% | 5 | 5 | — | $511 | 新建仓 |
| WHD | CACTUS INC | $513 | 0.00% | 10 | -3 | -23.1% | -$154 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $514 | 0.00% | 4 | -2 | -33.3% | -$257 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $514 | 0.00% | 27 | 16 | 145.5% | $305 | 加仓 |
| SEZL | SEZZLE INC | $515 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $518 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $519 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $520 | 0.00% | 29 | 13 | 81.2% | $233 | 加仓 |
| AIN | ALBANY INTL CORP | $522 | 0.00% | 7 | -1 | -12.5% | -$75 | 减仓 |
| FLO | FLOWERS FOODS INC | $522 | 0.00% | 66 | 66 | — | $522 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $523 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $523 | 0.00% | 32 | -7 | -17.9% | -$114 | 减仓 |
| MC | MOELIS & CO | $524 | 0.00% | 8 | 5 | 166.7% | $328 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $526 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $527 | 0.00% | 15 | 8 | 114.3% | $281 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $528 | 0.00% | 18 | 6 | 50.0% | $176 | 加仓 |
| EVTC | EVERTEC INC | $528 | 0.00% | 19 | 14 | 280.0% | $389 | 重新持有 |
| UNF | UNIFIRST CORP MASS | $529 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $529 | 0.00% | 39 | 15 | 62.5% | $203 | 重新持有 |
| QTWO | Q2 HLDGS INC | $530 | 0.00% | 11 | 3 | 37.5% | $145 | 加仓 |
| CNS | COHEN & STEERS INC | $533 | 0.00% | 7 | -2 | -22.2% | -$152 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $534 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $536 | 0.00% | 18 | -11 | -37.9% | -$328 | 减仓 |
| FELE | FRANKLIN ELEC INC | $536 | 0.00% | 5 | 2 | 66.7% | $214 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $544 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $549 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $550 | 0.00% | 6 | -2 | -25.0% | -$183 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $551 | 0.00% | 13 | 1 | 8.3% | $42 | 加仓 |
| TRMK | TRUSTMARK CORP | $553 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $553 | 0.00% | 85 | 85 | — | $553 | 新建仓 |
| CC | CHEMOURS CO | $555 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $557 | 0.00% | 2 | 1 | 100.0% | $278 | 加仓 |
| IPAR | INTERPARFUMS INC | $560 | 0.00% | 5 | 1 | 25.0% | $112 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $561 | 0.00% | 6 | -3 | -33.3% | -$280 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $561 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $564 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $566 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $568 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $568 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $569 | 0.00% | 7 | 2 | 40.0% | $163 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $569 | 0.00% | 3 | 1 | 50.0% | $190 | 加仓 |
| CNK | CINEMARK HLDGS INC | $572 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $573 | 0.00% | 4 | 2 | 100.0% | $286 | 加仓 |
| BOX | BOX INC | $584 | 0.00% | 22 | -1 | -4.3% | -$27 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $585 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $587 | 0.00% | 4 | 1 | 33.3% | $147 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $587 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $588 | 0.00% | 14 | 14 | — | $588 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $589 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $590 | 0.00% | 17 | -9 | -34.6% | -$312 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $590 | 0.00% | 14 | 3 | 27.3% | $126 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $592 | 0.00% | 23 | 10 | 76.9% | $257 | 加仓 |
| BMI | BADGER METER INC | $594 | 0.00% | 4 | 1 | 33.3% | $148 | 加仓 |
| — | AVANOS MED INC | $598 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $601 | 0.00% | 17 | 1 | 6.2% | $35 | 加仓 |
| LRN | STRIDE INC | $604 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $607 | 0.00% | 22 | 7 | 46.7% | $193 | 加仓 |