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 |
|---|---|---|---|---|---|---|---|---|
| NATL | NCR ATLEOS CORPORATION | $523 | 0.00% | 12 | 6 | 100.0% | $262 | 加仓 |
| RNG | RINGCENTRAL INC | $521 | 0.00% | 14 | 14 | — | $521 | 新建仓 |
| SANM | SANMINA CORP | $519 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $518 | 0.00% | 117 | 105 | 875.0% | $465 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $517 | 0.00% | 10 | 5 | 100.0% | $258 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $515 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $514 | 0.00% | 18 | 7 | 63.6% | $200 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $513 | 0.00% | 24 | 18 | 300.0% | $385 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $512 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $510 | 0.00% | 2 | 1 | 100.0% | $255 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $508 | 0.00% | 15 | 6 | 66.7% | $203 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $508 | 0.00% | 24 | 15 | 166.7% | $318 | 加仓 |
| TRMK | TRUSTMARK CORP | $506 | 0.00% | 12 | 7 | 140.0% | $295 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $506 | 0.00% | 26 | 18 | 225.0% | $350 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $505 | 0.00% | 9 | 5 | 125.0% | $281 | 加仓 |
| UNF | UNIFIRST CORP MASS | $504 | 0.00% | 2 | 1 | 100.0% | $252 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $504 | 0.00% | 19 | 13 | 216.7% | $345 | 加仓 |
| TDW | TIDEWATER INC NEW | $502 | 0.00% | 6 | 3 | 100.0% | $251 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $500 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $499 | 0.00% | 7 | 4 | 133.3% | $285 | 加仓 |
| STRA | STRATEGIC ED INC | $498 | 0.00% | 6 | 1 | 20.0% | $83 | 加仓 |
| OII | OCEANEERING INTL INC | $497 | 0.00% | 14 | 6 | 75.0% | $213 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $496 | 0.00% | 23 | 13 | 130.0% | $280 | 加仓 |
| PRK | PARK NATL CORP | $491 | 0.00% | 3 | 3 | — | $491 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $486 | 0.00% | 27 | 15 | 125.0% | $270 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $480 | 0.00% | 16 | 9 | 128.6% | $270 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $478 | 0.00% | 4 | 2 | 100.0% | $239 | 加仓 |
| CTS | CTS CORP | $478 | 0.00% | 10 | 6 | 150.0% | $287 | 加仓 |
| DIOD | DIODES INC | $478 | 0.00% | 7 | 4 | 133.3% | $273 | 加仓 |
| MDU | MDU RES GROUP INC | $477 | 0.00% | 23 | 8 | 53.3% | $166 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $475 | 0.00% | 32 | 17 | 113.3% | $252 | 加仓 |
| HCA | HCA HEALTHCARE INC | $474 | 0.00% | 1 | 1 | — | $474 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $473 | 0.00% | 102 | 58 | 131.8% | $269 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $470 | 0.00% | 4 | 4 | — | $470 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $469 | 0.00% | 13 | 6 | 85.7% | $216 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $468 | 0.00% | 16 | 9 | 128.6% | $263 | 加仓 |
| HCC | WARRIOR MET COAL INC | $466 | 0.00% | 5 | 1 | 25.0% | $93 | 加仓 |
| WU | WESTERN UN CO | $463 | 0.00% | 53 | 20 | 60.6% | $175 | 加仓 |
| CVSA | COVISTA INC | $461 | 0.00% | 4 | 3 | 300.0% | $346 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $460 | 0.00% | 9 | 4 | 80.0% | $204 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $459 | 0.00% | 5 | 5 | — | $459 | 新建仓 |
| BMI | BADGER METER INC | $458 | 0.00% | 3 | 2 | 200.0% | $305 | 加仓 |
| ADEA | ADEIA INC | $457 | 0.00% | 19 | 9 | 90.0% | $216 | 加仓 |
| TRN | TRINITY INDS INC | $451 | 0.00% | 14 | 7 | 100.0% | $226 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $450 | 0.00% | 48 | 23 | 92.0% | $216 | 加仓 |
| CVBF | CVB FINL CORP | $446 | 0.00% | 23 | 11 | 91.7% | $213 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $446 | 0.00% | 32 | 32 | — | $446 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $444 | 0.00% | 16 | 7 | 77.8% | $194 | 加仓 |
| NABL | N-ABLE INC | $444 | 0.00% | 95 | 85 | 850.0% | $397 | 加仓 |
| SONO | SONOS INC | $443 | 0.00% | 33 | 17 | 106.2% | $228 | 加仓 |
| MARA | MARA HOLDINGS INC | $441 | 0.00% | 54 | 54 | — | $441 | 新建仓 |
| DXCM | DEXCOM INC | $440 | 0.00% | 7 | 7 | — | $440 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $439 | 0.00% | 23 | 20 | 666.7% | $382 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $438 | 0.00% | 38 | 20 | 111.1% | $231 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $438 | 0.00% | 6 | 3 | 100.0% | $219 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $437 | 0.00% | 4 | 2 | 100.0% | $218 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $436 | 0.00% | 9 | 3 | 50.0% | $145 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $436 | 0.00% | 7 | 4 | 133.3% | $249 | 加仓 |
| CXW | CORECIVIC INC | $435 | 0.00% | 23 | 18 | 360.0% | $340 | 加仓 |
| MTRN | MATERION CORP | $434 | 0.00% | 3 | 1 | 50.0% | $145 | 加仓 |
| KMT | KENNAMETAL INC | $434 | 0.00% | 12 | 6 | 100.0% | $217 | 加仓 |
| FUL | FULLER H B CO | $432 | 0.00% | 7 | 1 | 16.7% | $62 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $432 | 0.00% | 32 | 24 | 300.0% | $324 | 加仓 |
| ANDE | ANDERSONS INC | $431 | 0.00% | 6 | 2 | 50.0% | $144 | 加仓 |
| PBI | PITNEY BOWES INC | $431 | 0.00% | 39 | 30 | 333.3% | $332 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $431 | 0.00% | 11 | 9 | 450.0% | $353 | 加仓 |
| ROG | ROGERS CORP | $430 | 0.00% | 4 | 2 | 100.0% | $215 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $429 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $428 | 0.00% | 14 | 14 | — | $428 | 新建仓 |
| EFOR | ASGN INC | $426 | 0.00% | 11 | 11 | — | $426 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $423 | 0.00% | 39 | 21 | 116.7% | $228 | 加仓 |
| STBA | S & T BANCORP INC | $419 | 0.00% | 10 | 3 | 42.9% | $126 | 加仓 |
| AIN | ALBANY INTL CORP | $418 | 0.00% | 8 | 4 | 100.0% | $209 | 加仓 |
| ATEN | A10 NETWORKS INC | $417 | 0.00% | 18 | 12 | 200.0% | $278 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $415 | 0.00% | 7 | 4 | 133.3% | $237 | 加仓 |
| — | ENVIRI CORP | $413 | 0.00% | 21 | 6 | 40.0% | $118 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $413 | 0.00% | 16 | 8 | 100.0% | $206 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $410 | 0.00% | 8 | 4 | 100.0% | $205 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $409 | 0.00% | 23 | 14 | 155.6% | $249 | 加仓 |
| ICVT | ISHARES TR | $408 | 0.00% | 4 | -4 | -50.0% | -$408 | 减仓 |
| WDFC | WD 40 CO | $408 | 0.00% | 2 | 1 | 100.0% | $204 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $406 | 0.00% | 5 | 2 | 66.7% | $162 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $406 | 0.00% | 9 | 4 | 80.0% | $180 | 加仓 |
| MLKN | MILLERKNOLL INC | $405 | 0.00% | 28 | 14 | 100.0% | $202 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $404 | 0.00% | 3 | 3 | — | $404 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $403 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $402 | 0.00% | 11 | 7 | 175.0% | $256 | 加仓 |
| APP | APPLOVIN CORP | $398 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $393 | 0.00% | 6 | 5 | 500.0% | $328 | 加仓 |
| RDNT | RADNET INC | $392 | 0.00% | 7 | 1 | 16.7% | $56 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $391 | 0.00% | 2 | 1 | 100.0% | $196 | 加仓 |
| FFBC | 1ST FINL BANCORP | $391 | 0.00% | 14 | 12 | 600.0% | $335 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $389 | 0.00% | 65 | 65 | — | $389 | 新建仓 |
| ICUI | ICU MED INC | $388 | 0.00% | 3 | 1 | 50.0% | $129 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $383 | 0.00% | 13 | 4 | 44.4% | $118 | 加仓 |
| NTCT | NETSCOUT SYS INC | $382 | 0.00% | 12 | 4 | 50.0% | $127 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $381 | 0.00% | 6 | 2 | 50.0% | $127 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $380 | 0.00% | 3 | 1 | 50.0% | $127 | 加仓 |
| AWR | AMER STATES WTR CO | $379 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $379 | 0.00% | 8 | 3 | 60.0% | $142 | 加仓 |