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 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $155.93万 | 0.20% | 4,293 | 3,610 | 528.6% | $131.12万 | 加仓 |
| FTI | TECHNIPFMC PLC | $155.93万 | 0.20% | 22,556 | 3,917 | 21.0% | $27.08万 | 加仓 |
| MOD | MODINE MFG CO | $152.76万 | 0.20% | 7,049 | 2,781 | 65.2% | $60.27万 | 加仓 |
| MSCI | MSCI INC | $152.08万 | 0.20% | 2,821 | -485 | -14.7% | -$26.15万 | 减仓 |
| NOVT | NOVANTA INC | $151.25万 | 0.20% | 12,806 | 7,814 | 156.5% | $92.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $151.10万 | 0.20% | 3,074 | 2,307 | 300.8% | $113.40万 | 加仓 |
| IDCC | INTERDIGITAL INC | $150.62万 | 0.20% | 4,987 | 1,963 | 64.9% | $59.29万 | 加仓 |
| MRK | MERCK & CO INC | $150.44万 | 0.20% | 12,506 | 7,447 | 147.2% | $89.58万 | 加仓 |
| B | BARRICK MNG CORP | $150.10万 | 0.20% | 36,799 | 19,020 | 107.0% | $77.58万 | 加仓 |
| PHYL | PGIM ETF TR | $149.68万 | 0.20% | 43,224 | -2,324 | -5.1% | -$8.05万 | 减仓 |
| MPC | MARATHON PETE CORP | $144.99万 | 0.19% | 5,938 | 2,696 | 83.2% | $65.83万 | 加仓 |
| NVO | NOVO-NORDISK A S | $144.33万 | 0.19% | 39,273 | 21,065 | 115.7% | $77.41万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $142.55万 | 0.19% | 9,740 | 4,919 | 102.0% | $71.99万 | 加仓 |
| KO | COCA COLA CO | $139.68万 | 0.18% | 18,367 | 11,610 | 171.8% | $88.29万 | 加仓 |
| MOG/A | MOOG INC | $138.51万 | 0.18% | 4,733 | 1,821 | 62.5% | $53.29万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $134.84万 | 0.18% | 6,965 | 3,476 | 99.6% | $67.30万 | 加仓 |
| MDT | MEDTRONIC PLC | $128.55万 | 0.17% | 14,835 | -266 | -1.8% | -$2.30万 | 减仓 |
| PJT | PJT PARTNERS INC | $128.22万 | 0.17% | 9,177 | 4,358 | 90.4% | $60.89万 | 加仓 |
| MUB | ISHARES TR | $128.17万 | 0.17% | 12,074 | 3,595 | 42.4% | $38.16万 | 加仓 |
| RGEN | REPLIGEN CORP | $126.22万 | 0.17% | 10,713 | 5,353 | 99.9% | $63.07万 | 加仓 |
| NPO | ENPRO INC | $124.18万 | 0.16% | 4,954 | 1,930 | 63.8% | $48.38万 | 加仓 |
| DE | DEERE & CO | $123.99万 | 0.16% | 2,201 | 2,201 | — | $123.99万 | 新建仓 |
| HD | HOME DEPOT INC | $122.82万 | 0.16% | 3,734 | 2,049 | 121.6% | $67.40万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $122.13万 | 0.16% | 6,472 | 2,908 | 81.6% | $54.88万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $120.81万 | 0.16% | 8,412 | -349 | -4.0% | -$5.01万 | 减仓 |
| EQNR | EQUINOR ASA | $118.92万 | 0.16% | 28,179 | 28,179 | — | $118.92万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $118.70万 | 0.16% | 32,881 | 13,105 | 66.3% | $47.31万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $118.48万 | 0.16% | 9,049 | 704 | 8.4% | $9.22万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $118.38万 | 0.16% | 8,276 | 1,744 | 26.7% | $24.95万 | 加仓 |
| COP | CONOCOPHILLIPS | $117.61万 | 0.15% | 8,910 | 162 | 1.9% | $2.14万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $115.68万 | 0.15% | 1,058 | 148 | 16.3% | $16.18万 | 加仓 |
| NEM | NEWMONT CORP | $114.88万 | 0.15% | 10,612 | 1,037 | 10.8% | $11.23万 | 加仓 |
| TTE | TOTALENERGIES SE | $113.90万 | 0.15% | 12,519 | 9,193 | 276.4% | $83.64万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $112.77万 | 0.15% | 10,329 | 3,674 | 55.2% | $40.11万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $112.65万 | 0.15% | 1,862 | 189 | 11.3% | $11.43万 | 加仓 |
| ZTS | ZOETIS INC | $112.61万 | 0.15% | 9,526 | -2,759 | -22.5% | -$32.62万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $112.26万 | 0.15% | 29,879 | 13,874 | 86.7% | $52.13万 | 加仓 |
| WAB | WABTEC | $112.04万 | 0.15% | 4,483 | 739 | 19.7% | $18.47万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $111.79万 | 0.15% | 6,128 | 6,128 | — | $111.79万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $111.07万 | 0.15% | 5,563 | 2,215 | 66.2% | $44.22万 | 加仓 |
| EAT | BRINKER INTL INC | $110.80万 | 0.15% | 7,761 | 3,125 | 67.4% | $44.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $110.42万 | 0.14% | 1,913 | 923 | 93.2% | $53.28万 | 加仓 |
| AON | AON PLC | $106.23万 | 0.14% | 3,291 | -1,231 | -27.2% | -$39.73万 | 减仓 |
| CNA | CNA FINL CORP | $105.78万 | 0.14% | 23,036 | 23,036 | — | $105.78万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $105.23万 | 0.14% | 18,257 | 12,198 | 201.3% | $70.31万 | 加仓 |
| EME | EMCOR GROUP INC | $104.69万 | 0.14% | 1,418 | -161 | -10.2% | -$11.89万 | 减仓 |
| NVMI | NOVA LTD | $104.44万 | 0.14% | 2,405 | 11 | 0.5% | $4,777 | 加仓 |
| ABCB | AMERIS BANCORP | $104.27万 | 0.14% | 13,370 | 5,161 | 62.9% | $40.25万 | 加仓 |
| EFV | ISHARES TR | $104.19万 | 0.14% | 14,014 | 14,014 | — | $104.19万 | 新建仓 |
| QCOM | QUALCOMM INC | $103.78万 | 0.14% | 8,058 | 1,953 | 32.0% | $25.15万 | 加仓 |
| LIVN | LIVANOVA PLC | $102.57万 | 0.13% | 16,137 | 16,137 | — | $102.57万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $102.52万 | 0.13% | 25,414 | 15,219 | 149.3% | $61.39万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $100.69万 | 0.13% | 7,030 | 5,253 | 295.6% | $75.24万 | 加仓 |
| SKY | CHAMPION HOMES INC | $100.38万 | 0.13% | 13,498 | 5,441 | 67.5% | $40.46万 | 加仓 |
| MET | METLIFE INC | $99.82万 | 0.13% | 14,115 | 7,047 | 99.7% | $49.84万 | 加仓 |
| NVT | NVENT ELEC PLC | $99.25万 | 0.13% | 8,391 | 5,627 | 203.6% | $66.56万 | 加仓 |
| ENB | ENBRIDGE INC | $98.40万 | 0.13% | 18,176 | -640 | -3.4% | -$3.46万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $98.13万 | 0.13% | 4,949 | -476 | -8.8% | -$9.44万 | 减仓 |
| CNC | CENTENE CORP DEL | $97.83万 | 0.13% | 29,881 | 15,441 | 106.9% | $50.55万 | 加仓 |
| COO | COOPER COS INC | $97.47万 | 0.13% | 13,632 | 4,738 | 53.3% | $33.88万 | 加仓 |
| KEX | KIRBY CORP | $97.41万 | 0.13% | 7,331 | 2,864 | 64.1% | $38.06万 | 加仓 |
| CALX | CALIX INC | $95.74万 | 0.13% | 19,542 | 7,781 | 66.2% | $38.12万 | 加仓 |
| ROST | ROSS STORES INC | $95.22万 | 0.12% | 4,395 | 854 | 24.1% | $18.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $94.32万 | 0.12% | 2,791 | 1,743 | 166.3% | $58.90万 | 加仓 |
| CARG | CARGURUS INC | $94.30万 | 0.12% | 27,694 | 10,780 | 63.7% | $36.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $93.30万 | 0.12% | 6,378 | 1,606 | 33.7% | $23.49万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $93.08万 | 0.12% | 28,018 | 12,032 | 75.3% | $39.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $92.40万 | 0.12% | 6,629 | 2,421 | 57.5% | $33.75万 | 加仓 |
| CME | CME GROUP INC | $92.30万 | 0.12% | 3,125 | 1,482 | 90.2% | $43.77万 | 加仓 |
| TILE | INTERFACE INC | $91.61万 | 0.12% | 36,762 | 14,133 | 62.5% | $35.22万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.55万 | 0.12% | 4,451 | 1,186 | 36.3% | $24.13万 | 加仓 |
| BCPC | BALCHEM CORP | $89.06万 | 0.12% | 5,255 | 2,031 | 63.0% | $34.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $88.43万 | 0.12% | 4,139 | 4,139 | — | $88.43万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $87.29万 | 0.11% | 1,998 | 1,496 | 298.0% | $65.36万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $86.73万 | 0.11% | 24,267 | 9,484 | 64.2% | $33.90万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $86.48万 | 0.11% | 10,005 | 3,911 | 64.2% | $33.81万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $86.09万 | 0.11% | 8,377 | 8,377 | — | $86.09万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $85.88万 | 0.11% | 6,716 | 2,663 | 65.7% | $34.05万 | 加仓 |
| SAP | SAP SE | $85.16万 | 0.11% | 4,974 | -1,972 | -28.4% | -$33.76万 | 减仓 |
| PFE | PFIZER INC | $84.51万 | 0.11% | 30,095 | 14,701 | 95.5% | $41.28万 | 加仓 |
| IDXX | IDEXX LABS INC | $84.28万 | 0.11% | 1,500 | -444 | -22.8% | -$24.95万 | 减仓 |
| GE | GE AEROSPACE | $84.14万 | 0.11% | 2,965 | 1,958 | 194.4% | $55.56万 | 加仓 |
| SEIC | SEI INVTS CO | $83.39万 | 0.11% | 10,627 | 7,837 | 280.9% | $61.50万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $82.72万 | 0.11% | 7,649 | 2,877 | 60.3% | $31.11万 | 加仓 |
| AVY | AVERY DENNISON CORP | $82.49万 | 0.11% | 4,777 | 4,777 | — | $82.49万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $82.45万 | 0.11% | 2,402 | -623 | -20.6% | -$21.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $82.30万 | 0.11% | 5,697 | 2,814 | 97.6% | $40.65万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $82.28万 | 0.11% | 20,063 | 8,402 | 72.1% | $34.46万 | 加仓 |
| ING | ING GROEP N.V. | $81.73万 | 0.11% | 31,376 | 31,376 | — | $81.73万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $81.63万 | 0.11% | 8,294 | 5,410 | 187.6% | $53.25万 | 加仓 |
| SLV | ISHARES SILVER TR | $81.27万 | 0.11% | 11,927 | 4,881 | 69.3% | $33.26万 | 加仓 |
| IWY | ISHARES TR | $81.25万 | 0.11% | 3,265 | 3,265 | — | $81.25万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $80.61万 | 0.11% | 3,216 | 414 | 14.8% | $10.38万 | 加仓 |
| SNPS | SYNOPSYS INC | $80.56万 | 0.11% | 2,032 | 142 | 7.5% | $5.63万 | 加仓 |
| MMSI | MERIT MED SYS INC | $79.97万 | 0.10% | 11,602 | 4,656 | 67.0% | $32.09万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $79.78万 | 0.10% | 10,242 | 4,877 | 90.9% | $37.99万 | 加仓 |
| YUM | YUM BRANDS INC | $79.77万 | 0.10% | 5,130 | 5,130 | — | $79.77万 | 新建仓 |
| APH | AMPHENOL CORP | $78.63万 | 0.10% | 6,223 | 3,883 | 165.9% | $49.06万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $78.37万 | 0.10% | 4,130 | 1,118 | 37.1% | $21.21万 | 加仓 |
| SNY | SANOFI SA | $78.13万 | 0.10% | 16,217 | 16,217 | — | $78.13万 | 新建仓 |