GILPIN WEALTH MANAGEMENT, LLC
DENVER CO · SEC CIK 0002058144
$1.26亿2026Q1 申报市值
998持仓数
27.6%前十大占比 · 第一大 4.2%
113 / 45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
AOK 加仓+$118.25万
FTCB 新建仓+$64.14万
PPT 加仓+$24.01万
BINC 加仓+$20.67万
PLTR 加仓+$19.48万
2026Q1 卖出最多 按季末市值估算
FTNT 减仓-$31.14万
BIL 减仓-$26.15万
ET 减仓-$17.46万
VLUE 减仓-$15.37万
GOOGL 减仓-$11.36万
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 |
|---|---|---|---|---|---|---|---|---|
| BCPC | BALCHEM CORP | $848 | 0.00% | 5 | 3 | 150.0% | $509 | 加仓 |
| MYRG | MYR GROUP INC | $847 | 0.00% | 3 | 2 | 200.0% | $565 | 加仓 |
| AROC | ARCHROCK INC | $836 | 0.00% | 24 | 11 | 84.6% | $383 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $836 | 0.00% | 31 | 31 | — | $836 | 新建仓 |
| NE | NOBLE CORP PLC | $835 | 0.00% | 17 | 8 | 88.9% | $393 | 加仓 |
| MAC | MACERICH CO | $832 | 0.00% | 44 | 23 | 109.5% | $435 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $827 | 0.00% | 7 | 3 | 75.0% | $354 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $825 | 0.00% | 5 | 2 | 66.7% | $330 | 加仓 |
| LKQ | LKQ CORP | $823 | 0.00% | 28 | 7 | 33.3% | $206 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $817 | 0.00% | 14 | 6 | 75.0% | $350 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $815 | 0.00% | 22 | 22 | — | $815 | 新建仓 |
| BGC | BGC GROUP INC | $812 | 0.00% | 83 | 51 | 159.4% | $499 | 加仓 |
| PLXS | PLEXUS CORP | $811 | 0.00% | 4 | 2 | 100.0% | $406 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $810 | 0.00% | 24 | 11 | 84.6% | $371 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $802 | 0.00% | 11 | 8 | 266.7% | $583 | 加仓 |
| LYFT | LYFT INC | $798 | 0.00% | 60 | 60 | — | $798 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $794 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $794 | 0.00% | 12 | 6 | 100.0% | $397 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $792 | 0.00% | 9 | 5 | 125.0% | $440 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $789 | 0.00% | 12 | 4 | 50.0% | $263 | 加仓 |
| MRP | MILLROSE PPTYS INC | $784 | 0.00% | 28 | 15 | 115.4% | $420 | 加仓 |
| DAN | DANA INC | $774 | 0.00% | 23 | 9 | 64.3% | $303 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $772 | 0.00% | 21 | 10 | 90.9% | $368 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $765 | 0.00% | 23 | 20 | 666.7% | $665 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $757 | 0.00% | 20 | 15 | 300.0% | $568 | 加仓 |
| PHIN | PHINIA INC | $753 | 0.00% | 11 | 7 | 175.0% | $479 | 加仓 |
| AZZ | AZZ INC | $751 | 0.00% | 6 | 3 | 100.0% | $376 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $749 | 0.00% | 10 | 5 | 100.0% | $374 | 加仓 |
| MTH | MERITAGE HOMES CORP | $743 | 0.00% | 12 | 12 | — | $743 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $734 | 0.00% | 7 | 2 | 40.0% | $210 | 加仓 |
| LAUR | LAUREATE ED INC | $732 | 0.00% | 21 | 21 | — | $732 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $721 | 0.00% | 11 | 6 | 120.0% | $393 | 加仓 |
| GVA | GRANITE CONSTR INC | $720 | 0.00% | 6 | 3 | 100.0% | $360 | 加仓 |
| KN | KNOWLES CORP | $720 | 0.00% | 28 | 15 | 115.4% | $386 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $718 | 0.00% | 6 | 3 | 100.0% | $359 | 加仓 |
| — | AIR LEASE CORP | $715 | 0.00% | 11 | 3 | 37.5% | $195 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $711 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $711 | 0.00% | 19 | 8 | 72.7% | $299 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $709 | 0.00% | 37 | 30 | 428.6% | $575 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $692 | 0.00% | 24 | 10 | 71.4% | $288 | 加仓 |
| YOU | CLEAR SECURE INC | $678 | 0.00% | 14 | 6 | 75.0% | $291 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $674 | 0.00% | 16 | 7 | 77.8% | $295 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $670 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $669 | 0.00% | 9 | 5 | 125.0% | $372 | 加仓 |
| TDC | TERADATA CORP DEL | $667 | 0.00% | 26 | 12 | 85.7% | $308 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $660 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $650 | 0.00% | 8 | 3 | 60.0% | $244 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $649 | 0.00% | 6 | 1 | 20.0% | $108 | 加仓 |
| CATY | CATHAY GEN BANCORP | $649 | 0.00% | 13 | 8 | 160.0% | $399 | 加仓 |
| SKT | TANGER INC | $646 | 0.00% | 19 | 10 | 111.1% | $340 | 加仓 |
| TMUS | T-MOBILE US INC | $631 | 0.00% | 3 | 3 | — | $631 | 新建仓 |
| ITRI | ITRON INC | $628 | 0.00% | 7 | 6 | 600.0% | $538 | 加仓 |
| ABCB | AMERIS BANCORP | $624 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $623 | 0.00% | 29 | 19 | 190.0% | $408 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $621 | 0.00% | 11 | 6 | 120.0% | $339 | 加仓 |
| LRN | STRIDE INC | $618 | 0.00% | 7 | 3 | 75.0% | $265 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $616 | 0.00% | 15 | 5 | 50.0% | $205 | 加仓 |
| WHD | CACTUS INC | $616 | 0.00% | 13 | 7 | 116.7% | $332 | 加仓 |
| VIRT | VIRTU FINL INC | $616 | 0.00% | 14 | 7 | 100.0% | $308 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $613 | 0.00% | 8 | 7 | 700.0% | $536 | 加仓 |
| — | TRI POINTE HOMES INC | $608 | 0.00% | 13 | 7 | 116.7% | $327 | 加仓 |
| AVA | AVISTA CORP | $603 | 0.00% | 15 | 4 | 36.4% | $161 | 加仓 |
| PSMT | PRICESMART INC | $602 | 0.00% | 4 | 2 | 100.0% | $301 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $599 | 0.00% | 3 | 1 | 50.0% | $200 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $597 | 0.00% | 6 | 4 | 200.0% | $398 | 加仓 |
| CC | CHEMOURS CO | $595 | 0.00% | 27 | 15 | 125.0% | $331 | 加仓 |
| ARCB | ARCBEST CORP | $591 | 0.00% | 6 | 3 | 100.0% | $296 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $590 | 0.00% | 15 | 6 | 66.7% | $236 | 加仓 |
| FRPT | FRESHPET INC | $590 | 0.00% | 10 | 6 | 150.0% | $354 | 加仓 |
| KAI | KADANT INC | $585 | 0.00% | 2 | 1 | 100.0% | $292 | 加仓 |
| MRCY | MERCURY SYS INC | $584 | 0.00% | 8 | 4 | 100.0% | $292 | 加仓 |
| FTDR | FRONTDOOR INC | $582 | 0.00% | 11 | 5 | 83.3% | $265 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $578 | 0.00% | 21 | 11 | 110.0% | $303 | 加仓 |
| LIF | LIFE360 INC | $572 | 0.00% | 14 | 14 | — | $572 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $570 | 0.00% | 23 | 15 | 187.5% | $372 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $568 | 0.00% | 16 | 2 | 14.3% | $71 | 加仓 |
| PLAB | PHOTRONICS INC | $566 | 0.00% | 14 | 6 | 75.0% | $243 | 加仓 |
| NMIH | NMI HLDGS INC | $563 | 0.00% | 15 | 9 | 150.0% | $338 | 加仓 |
| CNS | COHEN & STEERS INC | $563 | 0.00% | 9 | 7 | 350.0% | $438 | 加仓 |
| KTB | KONTOOR BRANDS INC | $563 | 0.00% | 8 | 7 | 700.0% | $493 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $561 | 0.00% | 6 | 4 | 200.0% | $374 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $557 | 0.00% | 21 | 9 | 75.0% | $239 | 加仓 |
| CALM | CAL MAINE FOODS INC | $555 | 0.00% | 7 | 7 | — | $555 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $554 | 0.00% | 8 | 7 | 700.0% | $485 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $549 | 0.00% | 37 | 12 | 48.0% | $178 | 加仓 |
| AIR | AAR CORP | $548 | 0.00% | 5 | 2 | 66.7% | $219 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $548 | 0.00% | 10 | 9 | 900.0% | $493 | 加仓 |
| BOX | BOX INC | $544 | 0.00% | 23 | 9 | 64.3% | $213 | 加仓 |
| BANF | BANCFIRST CORP | $543 | 0.00% | 5 | 3 | 150.0% | $326 | 加仓 |
| GKOS | GLAUKOS CORP | $539 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $539 | 0.00% | 11 | 7 | 175.0% | $343 | 加仓 |
| — | CLEANCORE SOLUTIONS INC | $535 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $532 | 0.00% | 2 | 1 | 100.0% | $266 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $531 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $531 | 0.00% | 6 | 3 | 100.0% | $266 | 加仓 |
| CNMD | CONMED CORP | $531 | 0.00% | 15 | 15 | — | $531 | 新建仓 |
| CENX | CENTURY ALUM CO | $529 | 0.00% | 9 | 5 | 125.0% | $294 | 加仓 |
| GNW | GENWORTH FINL INC | $528 | 0.00% | 65 | 32 | 97.0% | $260 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $528 | 0.00% | 9 | 7 | 350.0% | $411 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $528 | 0.00% | 10 | 10 | — | $528 | 新建仓 |