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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $98.40万 | 0.13% | 18,176 | -640 | -3.4% | -$3.46万 | 减仓 |
| NVT | NVENT ELEC PLC | $99.25万 | 0.13% | 8,391 | 5,627 | 203.6% | $66.56万 | 加仓 |
| MET | METLIFE INC | $99.82万 | 0.13% | 14,115 | 7,047 | 99.7% | $49.84万 | 加仓 |
| SKY | CHAMPION HOMES INC | $100.38万 | 0.13% | 13,498 | 5,441 | 67.5% | $40.46万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $100.69万 | 0.13% | 7,030 | 5,253 | 295.6% | $75.24万 | 加仓 |
| CSGP | COSTAR GROUP INC | $102.52万 | 0.13% | 25,414 | 15,219 | 149.3% | $61.39万 | 加仓 |
| LIVN | LIVANOVA PLC | $102.57万 | 0.13% | 16,137 | 16,137 | — | $102.57万 | 新建仓 |
| QCOM | QUALCOMM INC | $103.78万 | 0.14% | 8,058 | 1,953 | 32.0% | $25.15万 | 加仓 |
| EFV | ISHARES TR | $104.19万 | 0.14% | 14,014 | 14,014 | — | $104.19万 | 新建仓 |
| ABCB | AMERIS BANCORP | $104.27万 | 0.14% | 13,370 | 5,161 | 62.9% | $40.25万 | 加仓 |
| NVMI | NOVA LTD | $104.44万 | 0.14% | 2,405 | 11 | 0.5% | $4,777 | 加仓 |
| EME | EMCOR GROUP INC | $104.69万 | 0.14% | 1,418 | -161 | -10.2% | -$11.89万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $105.23万 | 0.14% | 18,257 | 12,198 | 201.3% | $70.31万 | 加仓 |
| CNA | CNA FINL CORP | $105.78万 | 0.14% | 23,036 | 23,036 | — | $105.78万 | 新建仓 |
| AON | AON PLC | $106.23万 | 0.14% | 3,291 | -1,231 | -27.2% | -$39.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $110.42万 | 0.14% | 1,913 | 923 | 93.2% | $53.28万 | 加仓 |
| EAT | BRINKER INTL INC | $110.80万 | 0.15% | 7,761 | 3,125 | 67.4% | $44.62万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $111.07万 | 0.15% | 5,563 | 2,215 | 66.2% | $44.22万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $111.79万 | 0.15% | 6,128 | 6,128 | — | $111.79万 | 新建仓 |
| WAB | WABTEC | $112.04万 | 0.15% | 4,483 | 739 | 19.7% | $18.47万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $112.26万 | 0.15% | 29,879 | 13,874 | 86.7% | $52.13万 | 加仓 |
| ZTS | ZOETIS INC | $112.61万 | 0.15% | 9,526 | -2,759 | -22.5% | -$32.62万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $112.65万 | 0.15% | 1,862 | 189 | 11.3% | $11.43万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $112.77万 | 0.15% | 10,329 | 3,674 | 55.2% | $40.11万 | 加仓 |
| TTE | TOTALENERGIES SE | $113.90万 | 0.15% | 12,519 | 9,193 | 276.4% | $83.64万 | 加仓 |
| NEM | NEWMONT CORP | $114.88万 | 0.15% | 10,612 | 1,037 | 10.8% | $11.23万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $115.68万 | 0.15% | 1,058 | 148 | 16.3% | $16.18万 | 加仓 |
| COP | CONOCOPHILLIPS | $117.61万 | 0.15% | 8,910 | 162 | 1.9% | $2.14万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $118.38万 | 0.16% | 8,276 | 1,744 | 26.7% | $24.95万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $118.48万 | 0.16% | 9,049 | 704 | 8.4% | $9.22万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $118.70万 | 0.16% | 32,881 | 13,105 | 66.3% | $47.31万 | 加仓 |
| EQNR | EQUINOR ASA | $118.92万 | 0.16% | 28,179 | 28,179 | — | $118.92万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $120.81万 | 0.16% | 8,412 | -349 | -4.0% | -$5.01万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $122.13万 | 0.16% | 6,472 | 2,908 | 81.6% | $54.88万 | 加仓 |
| HD | HOME DEPOT INC | $122.82万 | 0.16% | 3,734 | 2,049 | 121.6% | $67.40万 | 加仓 |
| DE | DEERE & CO | $123.99万 | 0.16% | 2,201 | 2,201 | — | $123.99万 | 新建仓 |
| NPO | ENPRO INC | $124.18万 | 0.16% | 4,954 | 1,930 | 63.8% | $48.38万 | 加仓 |
| RGEN | REPLIGEN CORP | $126.22万 | 0.17% | 10,713 | 5,353 | 99.9% | $63.07万 | 加仓 |
| MUB | ISHARES TR | $128.17万 | 0.17% | 12,074 | 3,595 | 42.4% | $38.16万 | 加仓 |
| PJT | PJT PARTNERS INC | $128.22万 | 0.17% | 9,177 | 4,358 | 90.4% | $60.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $128.55万 | 0.17% | 14,835 | -266 | -1.8% | -$2.30万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $134.84万 | 0.18% | 6,965 | 3,476 | 99.6% | $67.30万 | 加仓 |
| MOG/A | MOOG INC | $138.51万 | 0.18% | 4,733 | 1,821 | 62.5% | $53.29万 | 加仓 |
| KO | COCA COLA CO | $139.68万 | 0.18% | 18,367 | 11,610 | 171.8% | $88.29万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $142.55万 | 0.19% | 9,740 | 4,919 | 102.0% | $71.99万 | 加仓 |
| NVO | NOVO-NORDISK A S | $144.33万 | 0.19% | 39,273 | 21,065 | 115.7% | $77.41万 | 加仓 |
| MPC | MARATHON PETE CORP | $144.99万 | 0.19% | 5,938 | 2,696 | 83.2% | $65.83万 | 加仓 |
| PHYL | PGIM ETF TR | $149.68万 | 0.20% | 43,224 | -2,324 | -5.1% | -$8.05万 | 减仓 |
| B | BARRICK MNG CORP | $150.10万 | 0.20% | 36,799 | 19,020 | 107.0% | $77.58万 | 加仓 |
| MRK | MERCK & CO INC | $150.44万 | 0.20% | 12,506 | 7,447 | 147.2% | $89.58万 | 加仓 |
| IDCC | INTERDIGITAL INC | $150.62万 | 0.20% | 4,987 | 1,963 | 64.9% | $59.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $151.10万 | 0.20% | 3,074 | 2,307 | 300.8% | $113.40万 | 加仓 |
| NOVT | NOVANTA INC | $151.25万 | 0.20% | 12,806 | 7,814 | 156.5% | $92.29万 | 加仓 |
| MSCI | MSCI INC | $152.08万 | 0.20% | 2,821 | -485 | -14.7% | -$26.15万 | 减仓 |
| MOD | MODINE MFG CO | $152.76万 | 0.20% | 7,049 | 2,781 | 65.2% | $60.27万 | 加仓 |
| FTI | TECHNIPFMC PLC | $155.93万 | 0.20% | 22,556 | 3,917 | 21.0% | $27.08万 | 加仓 |
| SNA | SNAP ON INC | $155.93万 | 0.20% | 4,293 | 3,610 | 528.6% | $131.12万 | 加仓 |
| RMBS | RAMBUS INC DEL | $156.87万 | 0.21% | 18,234 | 7,121 | 64.1% | $61.26万 | 加仓 |
| UL | UNILEVER PLC | $161.01万 | 0.21% | 28,262 | 9,498 | 50.6% | $54.11万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $161.54万 | 0.21% | 38,251 | 38,251 | — | $161.54万 | 新建仓 |
| ASML | ASML HLDG NV | $162.59万 | 0.21% | 1,231 | -48 | -3.8% | -$6.34万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $163.18万 | 0.21% | 8,039 | -2,348 | -22.6% | -$47.66万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $163.24万 | 0.21% | 26,915 | 13,968 | 107.9% | $84.72万 | 加仓 |
| AZN | ASTRAZENECA PLC | $163.56万 | 0.21% | 8,293 | 8,293 | — | $163.56万 | 新建仓 |
| WMT | WALMART INC | $163.82万 | 0.21% | 13,181 | 4,705 | 55.5% | $58.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $163.97万 | 0.22% | 3,557 | 1,316 | 58.7% | $60.67万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $165.75万 | 0.22% | 22,026 | 13,135 | 147.7% | $98.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.43万 | 0.22% | 2,575 | 432 | 20.2% | $28.09万 | 加仓 |
| CSX | CSX CORP | $168.20万 | 0.22% | 40,975 | 21,931 | 115.2% | $90.03万 | 加仓 |
| GLW | CORNING INC | $169.62万 | 0.22% | 12,474 | 4,141 | 49.7% | $56.31万 | 加仓 |
| BIZD | VANECK ETF TRUST | $171.02万 | 0.22% | 133,606 | 65,100 | 95.0% | $83.33万 | 加仓 |
| NOW | SERVICENOW INC | $172.70万 | 0.23% | 16,518 | 6,050 | 57.8% | $63.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.90万 | 0.23% | 26,982 | 21,517 | 393.7% | $137.88万 | 加仓 |
| ADSK | AUTODESK INC | $174.19万 | 0.23% | 7,276 | 5,319 | 271.8% | $127.34万 | 加仓 |
| C | CITIGROUP INC | $174.29万 | 0.23% | 15,368 | 7,563 | 96.9% | $85.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $174.71万 | 0.23% | 2,565 | 361 | 16.4% | $24.59万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $178.18万 | 0.23% | 2,306 | 1,765 | 326.2% | $136.37万 | 加仓 |
| PCG | PG&E CORP | $181.06万 | 0.24% | 103,049 | 52,411 | 103.5% | $92.09万 | 加仓 |
| AES | AES CORP | $182.28万 | 0.24% | 129,371 | 65,569 | 102.8% | $92.39万 | 加仓 |
| MS | MORGAN STANLEY | $182.48万 | 0.24% | 11,088 | 5,646 | 103.7% | $92.92万 | 加仓 |
| AME | AMETEK INC | $183.95万 | 0.24% | 8,581 | 3,664 | 74.5% | $78.54万 | 加仓 |
| CI | THE CIGNA GROUP | $185.79万 | 0.24% | 6,965 | 4,030 | 137.3% | $107.50万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $187.34万 | 0.25% | 31,872 | 10,509 | 49.2% | $61.77万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $190.05万 | 0.25% | 61,885 | -1,236 | -2.0% | -$3.80万 | 减仓 |
| PEP | PEPSICO INC | $195.22万 | 0.26% | 12,572 | 2,016 | 19.1% | $31.30万 | 加仓 |
| SHEL | SHELL PLC | $199.13万 | 0.26% | 21,411 | 12,812 | 149.0% | $119.16万 | 加仓 |
| CAT | CATERPILLAR INC | $200.29万 | 0.26% | 2,827 | 1,607 | 131.7% | $113.85万 | 加仓 |
| — | EXXON MOBIL CORP | $200.89万 | 0.26% | 11,841 | 4,335 | 57.8% | $73.55万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $205.19万 | 0.27% | 45,415 | -1,605 | -3.4% | -$7.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.62万 | 0.27% | 4,291 | 771 | 21.9% | $36.95万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $206.33万 | 0.27% | 11,956 | 6,057 | 102.7% | $104.53万 | 加仓 |
| EPAM | EPAM SYS INC | $207.26万 | 0.27% | 15,307 | 10,657 | 229.2% | $144.30万 | 加仓 |
| LOW | LOWES COS INC | $208.37万 | 0.27% | 8,819 | 4,856 | 122.5% | $114.74万 | 加仓 |
| NVS | NOVARTIS AG | $210.54万 | 0.28% | 13,783 | 10,592 | 331.9% | $161.79万 | 加仓 |
| T | AT&T INC | $210.84万 | 0.28% | 72,727 | 55,538 | 323.1% | $161.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $211.58万 | 0.28% | 8,655 | 2,368 | 37.7% | $57.89万 | 加仓 |
| WMB | WILLIAMS COS INC | $213.26万 | 0.28% | 29,302 | 11,790 | 67.3% | $85.81万 | 加仓 |
| CVS | CVS HEALTH CORP | $218.54万 | 0.29% | 30,430 | 15,937 | 110.0% | $114.46万 | 加仓 |
| SBUX | STARBUCKS CORP | $221.23万 | 0.29% | 24,683 | 5,772 | 30.5% | $51.73万 | 加仓 |
| CSCO | CISCO SYS INC | $224.08万 | 0.29% | 28,881 | 6,249 | 27.6% | $48.49万 | 加仓 |