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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $56.54万 | 0.07% | 4,313 | 1,403 | 48.2% | $18.39万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $56.81万 | 0.07% | 9,585 | 9,585 | — | $56.81万 | 新建仓 |
| IEFA | ISHARES TR | $57.52万 | 0.08% | 6,354 | 6,354 | — | $57.52万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $58.29万 | 0.08% | 1,479 | 1,479 | — | $58.29万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $58.48万 | 0.08% | 9,049 | 5,948 | 191.8% | $38.44万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $58.63万 | 0.08% | 1,221 | 828 | 210.7% | $39.76万 | 加仓 |
| XYZ | BLOCK INC | $59.19万 | 0.08% | 9,835 | 9,835 | — | $59.19万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $59.86万 | 0.08% | 1,752 | 1,752 | — | $59.86万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $60.05万 | 0.08% | 3,093 | 1,339 | 76.3% | $26.00万 | 加仓 |
| RRC | RANGE RES CORP | $60.45万 | 0.08% | 13,379 | 13,379 | — | $60.45万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $60.77万 | 0.08% | 120,811 | 92,371 | 324.8% | $46.46万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $61.01万 | 0.08% | 6,569 | 6,569 | — | $61.01万 | 新建仓 |
| PNR | PENTAIR PLC | $61.30万 | 0.08% | 7,037 | 1,103 | 18.6% | $9.61万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $61.54万 | 0.08% | 25,314 | 25,314 | — | $61.54万 | 新建仓 |
| UNP | UNION PAC CORP | $62.10万 | 0.08% | 2,560 | 914 | 55.5% | $22.17万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.22万 | 0.08% | 1,493 | 1,493 | — | $62.22万 | 新建仓 |
| POOL | POOL CORP | $62.41万 | 0.08% | 3,084 | 1,131 | 57.9% | $22.89万 | 加仓 |
| IWX | ISHARES TR | $62.51万 | 0.08% | 6,745 | 6,745 | — | $62.51万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $63.45万 | 0.08% | 7,926 | 5,271 | 198.5% | $42.19万 | 加仓 |
| YETI | YETI HLDGS INC | $63.60万 | 0.08% | 17,382 | 6,981 | 67.1% | $25.54万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $63.75万 | 0.08% | 14,074 | 8,701 | 161.9% | $39.41万 | 加仓 |
| USB | US BANCORP | $64.08万 | 0.08% | 12,320 | 5,254 | 74.4% | $27.33万 | 加仓 |
| ABNB | AIRBNB INC | $64.28万 | 0.08% | 5,090 | -2,137 | -29.6% | -$26.99万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $64.62万 | 0.08% | 7,589 | 4,764 | 168.6% | $40.56万 | 加仓 |
| GSK | GSK PLC | $65.47万 | 0.09% | 11,863 | 11,863 | — | $65.47万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $65.59万 | 0.09% | 6,667 | 2,943 | 79.0% | $28.95万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $65.59万 | 0.09% | 9,160 | 9,160 | — | $65.59万 | 新建仓 |
| VCEL | VERICEL CORP | $65.97万 | 0.09% | 20,506 | 8,286 | 67.8% | $26.66万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $66.07万 | 0.09% | 4,818 | 561 | 13.2% | $7.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $66.15万 | 0.09% | 2,304 | 931 | 67.8% | $26.73万 | 加仓 |
| QUAL | ISHARES TR | $66.95万 | 0.09% | 3,490 | 782 | 28.9% | $15.00万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.15万 | 0.09% | 13,465 | 649 | 5.1% | $3.28万 | 加仓 |
| CXT | CRANE NXT CO | $68.71万 | 0.09% | 16,927 | 6,887 | 68.6% | $27.95万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $69.19万 | 0.09% | 4,400 | -31 | -0.7% | -$4,875 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $69.20万 | 0.09% | 4,167 | 4,167 | — | $69.20万 | 新建仓 |
| PEN | PENUMBRA INC | $69.58万 | 0.09% | 2,119 | 1,421 | 203.6% | $46.66万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $69.63万 | 0.09% | 10,712 | 3,540 | 49.4% | $23.01万 | 加仓 |
| IEF | ISHARES TR | $70.42万 | 0.09% | 7,378 | 1,531 | 26.2% | $14.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $70.87万 | 0.09% | 6,903 | -1,992 | -22.4% | -$20.45万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $72.23万 | 0.09% | 7,527 | 4,635 | 160.3% | $44.48万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $72.28万 | 0.09% | 3,699 | 651 | 21.4% | $12.72万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $72.64万 | 0.10% | 11,745 | 11,745 | — | $72.64万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $73.04万 | 0.10% | 3,460 | 383 | 12.4% | $8.08万 | 加仓 |
| SONY | SONY GROUP CORP | $73.83万 | 0.10% | 35,669 | -4,906 | -12.1% | -$10.16万 | 减仓 |
| IMAX | IMAX CORP | $74.04万 | 0.10% | 19,478 | 19,478 | — | $74.04万 | 新建仓 |
| IJH | ISHARES TR | $74.25万 | 0.10% | 10,995 | 6,423 | 140.5% | $43.37万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.07万 | 0.10% | 13,890 | 13,890 | — | $75.07万 | 新建仓 |
| VMI | VALMONT INDS INC | $75.12万 | 0.10% | 1,880 | 1,224 | 186.6% | $48.91万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $75.49万 | 0.10% | 1,037 | -356 | -25.6% | -$25.91万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $76.43万 | 0.10% | 13,071 | 13,071 | — | $76.43万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $76.87万 | 0.10% | 10,687 | -1,053 | -9.0% | -$7.57万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $77.22万 | 0.10% | 26,896 | 3,300 | 14.0% | $9.47万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $77.24万 | 0.10% | 2,964 | 1,129 | 61.5% | $29.42万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $77.58万 | 0.10% | 4,238 | 1,753 | 70.5% | $32.09万 | 加仓 |
| FIX | COMFORT SYS USA INC | $77.64万 | 0.10% | 563 | 203 | 56.4% | $27.99万 | 加仓 |
| CB | CHUBB LTD SWITZ | $77.70万 | 0.10% | 2,384 | 2,384 | — | $77.70万 | 新建仓 |
| BP | BP PLC | $78.12万 | 0.10% | 16,621 | 16,621 | — | $78.12万 | 新建仓 |
| SNY | SANOFI SA | $78.13万 | 0.10% | 16,217 | 16,217 | — | $78.13万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $78.37万 | 0.10% | 4,130 | 1,118 | 37.1% | $21.21万 | 加仓 |
| APH | AMPHENOL CORP | $78.63万 | 0.10% | 6,223 | 3,883 | 165.9% | $49.06万 | 加仓 |
| YUM | YUM BRANDS INC | $79.77万 | 0.10% | 5,130 | 5,130 | — | $79.77万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $79.78万 | 0.10% | 10,242 | 4,877 | 90.9% | $37.99万 | 加仓 |
| MMSI | MERIT MED SYS INC | $79.97万 | 0.10% | 11,602 | 4,656 | 67.0% | $32.09万 | 加仓 |
| SNPS | SYNOPSYS INC | $80.56万 | 0.11% | 2,032 | 142 | 7.5% | $5.63万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $80.61万 | 0.11% | 3,216 | 414 | 14.8% | $10.38万 | 加仓 |
| IWY | ISHARES TR | $81.25万 | 0.11% | 3,265 | 3,265 | — | $81.25万 | 新建仓 |
| SLV | ISHARES SILVER TR | $81.27万 | 0.11% | 11,927 | 4,881 | 69.3% | $33.26万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $81.63万 | 0.11% | 8,294 | 5,410 | 187.6% | $53.25万 | 加仓 |
| ING | ING GROEP N.V. | $81.73万 | 0.11% | 31,376 | 31,376 | — | $81.73万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $82.28万 | 0.11% | 20,063 | 8,402 | 72.1% | $34.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $82.30万 | 0.11% | 5,697 | 2,814 | 97.6% | $40.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $82.45万 | 0.11% | 2,402 | -623 | -20.6% | -$21.38万 | 减仓 |
| AVY | AVERY DENNISON CORP | $82.49万 | 0.11% | 4,777 | 4,777 | — | $82.49万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $82.72万 | 0.11% | 7,649 | 2,877 | 60.3% | $31.11万 | 加仓 |
| SEIC | SEI INVTS CO | $83.39万 | 0.11% | 10,627 | 7,837 | 280.9% | $61.50万 | 加仓 |
| GE | GE AEROSPACE | $84.14万 | 0.11% | 2,965 | 1,958 | 194.4% | $55.56万 | 加仓 |
| IDXX | IDEXX LABS INC | $84.28万 | 0.11% | 1,500 | -444 | -22.8% | -$24.95万 | 减仓 |
| PFE | PFIZER INC | $84.51万 | 0.11% | 30,095 | 14,701 | 95.5% | $41.28万 | 加仓 |
| SAP | SAP SE | $85.16万 | 0.11% | 4,974 | -1,972 | -28.4% | -$33.76万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $85.88万 | 0.11% | 6,716 | 2,663 | 65.7% | $34.05万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $86.09万 | 0.11% | 8,377 | 8,377 | — | $86.09万 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $86.48万 | 0.11% | 10,005 | 3,911 | 64.2% | $33.81万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $86.73万 | 0.11% | 24,267 | 9,484 | 64.2% | $33.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $87.29万 | 0.11% | 1,998 | 1,496 | 298.0% | $65.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $88.43万 | 0.12% | 4,139 | 4,139 | — | $88.43万 | 新建仓 |
| BCPC | BALCHEM CORP | $89.06万 | 0.12% | 5,255 | 2,031 | 63.0% | $34.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.55万 | 0.12% | 4,451 | 1,186 | 36.3% | $24.13万 | 加仓 |
| TILE | INTERFACE INC | $91.61万 | 0.12% | 36,762 | 14,133 | 62.5% | $35.22万 | 加仓 |
| CME | CME GROUP INC | $92.30万 | 0.12% | 3,125 | 1,482 | 90.2% | $43.77万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $92.40万 | 0.12% | 6,629 | 2,421 | 57.5% | $33.75万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $93.08万 | 0.12% | 28,018 | 12,032 | 75.3% | $39.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $93.30万 | 0.12% | 6,378 | 1,606 | 33.7% | $23.49万 | 加仓 |
| CARG | CARGURUS INC | $94.30万 | 0.12% | 27,694 | 10,780 | 63.7% | $36.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $94.32万 | 0.12% | 2,791 | 1,743 | 166.3% | $58.90万 | 加仓 |
| ROST | ROSS STORES INC | $95.22万 | 0.12% | 4,395 | 854 | 24.1% | $18.50万 | 加仓 |
| CALX | CALIX INC | $95.74万 | 0.13% | 19,542 | 7,781 | 66.2% | $38.12万 | 加仓 |
| KEX | KIRBY CORP | $97.41万 | 0.13% | 7,331 | 2,864 | 64.1% | $38.06万 | 加仓 |
| COO | COOPER COS INC | $97.47万 | 0.13% | 13,632 | 4,738 | 53.3% | $33.88万 | 加仓 |
| CNC | CENTENE CORP DEL | $97.83万 | 0.13% | 29,881 | 15,441 | 106.9% | $50.55万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $98.13万 | 0.13% | 4,949 | -476 | -8.8% | -$9.44万 | 减仓 |