Gibbs Wealth Management
Alpharetta GA · SEC CIK 0002081110
$7.62亿2026Q1 申报市值
433持仓数
29.0%前十大占比 · 第一大 5.1%
122 / 24新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYG 加仓+$2,207.26万
SPDW 加仓+$1,824.27万
SPYV 加仓+$1,390.49万
NVDA 加仓+$1,288.15万
SHYG 加仓+$1,002.24万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$110.21万
ADBE 清仓-$105.83万
INTU 清仓-$80.67万
PAYC 清仓-$61.17万
GWRE 清仓-$58.69万
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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $36.47万 | 0.05% | 5,229 | 5,229 | — | $36.47万 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $36.52万 | 0.05% | 5,946 | 5,946 | — | $36.52万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $36.99万 | 0.05% | 7,593 | 2,677 | 54.5% | $13.04万 | 加仓 |
| ELF | E L F BEAUTY INC | $37.67万 | 0.05% | 6,215 | 4,054 | 187.6% | $24.57万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $37.76万 | 0.05% | 3,273 | 3,273 | — | $37.76万 | 新建仓 |
| IXUS | ISHARES TR | $37.97万 | 0.05% | 4,383 | 4,383 | — | $37.97万 | 新建仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $37.99万 | 0.05% | 3,700 | 3,700 | — | $37.99万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $38.02万 | 0.05% | 1,257 | 467 | 59.1% | $14.13万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $38.30万 | 0.05% | 27,592 | 27,592 | — | $38.30万 | 新建仓 |
| COHR | COHERENT CORP | $38.83万 | 0.05% | 1,630 | 1,630 | — | $38.83万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $38.93万 | 0.05% | 22,939 | 12,632 | 122.6% | $21.44万 | 加仓 |
| BN | BROOKFIELD CORP | $38.95万 | 0.05% | 9,625 | 2,659 | 38.2% | $10.76万 | 加仓 |
| EXPO | EXPONENT INC | $39.28万 | 0.05% | 6,020 | 965 | 19.1% | $6.30万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $39.82万 | 0.05% | 11,223 | 7,545 | 205.1% | $26.77万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $39.86万 | 0.05% | 35,333 | 20,232 | 134.0% | $22.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.07万 | 0.05% | 1,972 | 842 | 74.5% | $17.11万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $40.89万 | 0.05% | 2,193 | 582 | 36.1% | $10.85万 | 加仓 |
| ALLE | ALLEGION PLC | $41.20万 | 0.05% | 2,836 | 456 | 19.2% | $6.63万 | 加仓 |
| IEV | ISHARES TR | $41.27万 | 0.05% | 6,075 | 2,283 | 60.2% | $15.51万 | 加仓 |
| CTVA | CORTEVA INC | $41.55万 | 0.05% | 4,963 | 4,963 | — | $41.55万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $41.84万 | 0.05% | 242 | -20 | -7.6% | -$3.46万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $42.36万 | 0.06% | 11,614 | -6,783 | -36.9% | -$24.74万 | 减仓 |
| TECH | BIO-TECHNE CORP | $42.49万 | 0.06% | 8,131 | 8,131 | — | $42.49万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $42.70万 | 0.06% | 8,406 | 8,406 | — | $42.70万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $42.97万 | 0.06% | 1,962 | 708 | 56.5% | $15.51万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $43.57万 | 0.06% | 5,929 | 5,929 | — | $43.57万 | 新建仓 |
| IWB | ISHARES TR | $43.72万 | 0.06% | 1,226 | 273 | 28.6% | $9.73万 | 加仓 |
| LII | LENNOX INTL INC | $44.19万 | 0.06% | 952 | 130 | 15.8% | $6.03万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $44.47万 | 0.06% | 23,922 | 23,922 | — | $44.47万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $45.35万 | 0.06% | 2,312 | 2,312 | — | $45.35万 | 新建仓 |
| EZU | ISHARES INC | $45.58万 | 0.06% | 7,276 | 2,748 | 60.7% | $17.21万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.68万 | 0.06% | 2,811 | 412 | 17.2% | $6.69万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $45.86万 | 0.06% | 1,032 | 1,032 | — | $45.86万 | 新建仓 |
| PODD | INSULET CORP | $46.08万 | 0.06% | 2,196 | 1,476 | 205.0% | $30.97万 | 加仓 |
| — | LISTED FDS TR | $46.20万 | 0.06% | 17,452 | 6,323 | 56.8% | $16.74万 | 重新持有 |
| DOW | DOW HLDGS INC | $46.25万 | 0.06% | 11,104 | 11,104 | — | $46.25万 | 新建仓 |
| ILMN | ILLUMINA INC | $46.59万 | 0.06% | 3,780 | 2,244 | 146.1% | $27.66万 | 加仓 |
| RELX | RELX PLC | $46.79万 | 0.06% | 14,116 | -4,896 | -25.8% | -$16.23万 | 重新持有 |
| XHLF | BONDBLOXX ETF TRUST | $47.10万 | 0.06% | 9,358 | 478 | 5.4% | $2.41万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $47.18万 | 0.06% | 5,720 | 5,720 | — | $47.18万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $47.33万 | 0.06% | 783 | 211 | 36.9% | $12.75万 | 加仓 |
| IVW | ISHARES TR | $47.34万 | 0.06% | 4,185 | 1,494 | 55.5% | $16.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $47.41万 | 0.06% | 6,148 | 1,063 | 20.9% | $8.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.42万 | 0.06% | 12,204 | -29 | -0.2% | -$1,127 | 减仓 |
| SUB | ISHARES TR | $47.72万 | 0.06% | 4,481 | 899 | 25.1% | $9.57万 | 加仓 |
| INTC | INTEL CORP | $47.75万 | 0.06% | 10,819 | 10,819 | — | $47.75万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.88万 | 0.06% | 1,647 | 815 | 98.0% | $23.69万 | 加仓 |
| VLUE | ISHARES TR | $48.06万 | 0.06% | 3,380 | 1,258 | 59.3% | $17.89万 | 加仓 |
| SE | SEA LTD | $48.12万 | 0.06% | 5,811 | -1,471 | -20.2% | -$12.18万 | 减仓 |
| EEM | ISHARES TR | $48.56万 | 0.06% | 8,551 | 3,174 | 59.0% | $18.03万 | 加仓 |
| JNK | SPDR SERIES TRUST | $48.63万 | 0.06% | 5,080 | -2,924 | -36.5% | -$27.99万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $48.96万 | 0.06% | 1,497 | 1,497 | — | $48.96万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $49.04万 | 0.06% | 8,033 | 8,033 | — | $49.04万 | 新建仓 |
| BUYW | NORTHERN LTS FD TR IV | $49.06万 | 0.06% | 34,844 | 6,957 | 24.9% | $9.80万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $49.07万 | 0.06% | 1,012 | 655 | 183.5% | $31.76万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $49.13万 | 0.06% | 1,759 | 520 | 42.0% | $14.52万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $49.57万 | 0.07% | 1,536 | 1,536 | — | $49.57万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $49.95万 | 0.07% | 5,427 | 2,916 | 116.1% | $26.84万 | 加仓 |
| MTUM | ISHARES TR | $50.35万 | 0.07% | 2,098 | 1,107 | 111.7% | $26.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $51.11万 | 0.07% | 5,537 | 5,537 | — | $51.11万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $51.23万 | 0.07% | 1,516 | 790 | 108.8% | $26.69万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $51.39万 | 0.07% | 5,433 | 5,433 | — | $51.39万 | 新建仓 |
| TMAT | NORTHERN LTS FD TR IV | $51.45万 | 0.07% | 22,188 | 5,900 | 36.2% | $13.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.48万 | 0.07% | 2,124 | 789 | 59.1% | $19.12万 | 加仓 |
| NKE | NIKE INC | $51.57万 | 0.07% | 9,763 | 9,763 | — | $51.57万 | 新建仓 |
| HWKN | HAWKINS INC | $51.66万 | 0.07% | 3,363 | 3,363 | — | $51.66万 | 新建仓 |
| NDSN | NORDSON CORP | $51.70万 | 0.07% | 1,943 | 300 | 18.3% | $7.98万 | 加仓 |
| BILS | SPDR SERIES TRUST | $51.74万 | 0.07% | 5,203 | 275 | 5.6% | $2.73万 | 加仓 |
| STE | STERIS PLC | $51.85万 | 0.07% | 2,345 | 1,383 | 143.8% | $30.58万 | 加仓 |
| NET | CLOUDFLARE INC | $51.94万 | 0.07% | 2,517 | -924 | -26.9% | -$19.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $52.11万 | 0.07% | 3,222 | 1,334 | 70.7% | $21.58万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $52.32万 | 0.07% | 11,568 | 11,568 | — | $52.32万 | 新建仓 |
| PTC | PTC INC | $52.37万 | 0.07% | 3,675 | 2,448 | 199.5% | $34.88万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $52.58万 | 0.07% | 5,594 | 1,655 | 42.0% | $15.55万 | 加仓 |
| FROG | JFROG LTD | $52.63万 | 0.07% | 11,215 | 11,215 | — | $52.63万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $52.98万 | 0.07% | 1,846 | 1,846 | — | $52.98万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $53.01万 | 0.07% | 8,867 | 3,993 | 81.9% | $23.87万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $53.08万 | 0.07% | 1,827 | 664 | 57.1% | $19.29万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $53.13万 | 0.07% | 4,589 | 1,606 | 53.8% | $18.59万 | 加仓 |
| — | HONEYWELL INTL INC | $53.14万 | 0.07% | 2,351 | 2,351 | — | $53.14万 | 新建仓 |
| ENTG | ENTEGRIS INC | $53.18万 | 0.07% | 4,536 | 4,536 | — | $53.18万 | 新建仓 |
| GM | GENERAL MTRS CO | $53.33万 | 0.07% | 7,158 | 7,158 | — | $53.33万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $53.44万 | 0.07% | 2,325 | 613 | 35.8% | $14.09万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $53.59万 | 0.07% | 3,126 | 612 | 24.3% | $10.49万 | 加仓 |
| GEV | GE VERNOVA INC | $53.60万 | 0.07% | 614 | 276 | 81.7% | $24.09万 | 加仓 |
| TDC | TERADATA CORP DEL | $53.72万 | 0.07% | 20,959 | 10,558 | 101.5% | $27.06万 | 加仓 |
| DEO | DIAGEO PLC | $53.72万 | 0.07% | 7,216 | 7,216 | — | $53.72万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $54.03万 | 0.07% | 12,730 | 12,730 | — | $54.03万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $54.18万 | 0.07% | 2,175 | 2,175 | — | $54.18万 | 新建仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $54.40万 | 0.07% | 4,944 | 1,709 | 52.8% | $18.81万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $54.62万 | 0.07% | 2,517 | 656 | 35.2% | $14.24万 | 重新持有 |
| AZTA | AZENTA INC | $54.69万 | 0.07% | 25,884 | 15,367 | 146.1% | $32.47万 | 加仓 |
| GH | GUARDANT HEALTH INC | $54.82万 | 0.07% | 5,935 | 5,935 | — | $54.82万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $55.05万 | 0.07% | 1,830 | 262 | 16.7% | $7.88万 | 加仓 |
| EFX | EQUIFAX INC | $55.36万 | 0.07% | 3,074 | 531 | 20.9% | $9.56万 | 加仓 |
| HLNE | HAMILTON LANE INC | $55.36万 | 0.07% | 5,569 | 892 | 19.1% | $8.87万 | 加仓 |
| APG | API GROUP CORP | $55.44万 | 0.07% | 13,681 | 13,681 | — | $55.44万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $55.93万 | 0.07% | 3,556 | 3,556 | — | $55.93万 | 新建仓 |
| RBRK | RUBRIK INC. | $56.10万 | 0.07% | 11,455 | 11,455 | — | $56.10万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $56.42万 | 0.07% | 4,146 | 2,576 | 164.1% | $35.06万 | 重新持有 |