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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | $78.12万 | 0.10% | 16,621 | 16,621 | — | $78.12万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $77.70万 | 0.10% | 2,384 | 2,384 | — | $77.70万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $77.64万 | 0.10% | 563 | 203 | 56.4% | $27.99万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $77.58万 | 0.10% | 4,238 | 1,753 | 70.5% | $32.09万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $77.24万 | 0.10% | 2,964 | 1,129 | 61.5% | $29.42万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $77.22万 | 0.10% | 26,896 | 3,300 | 14.0% | $9.47万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $76.87万 | 0.10% | 10,687 | -1,053 | -9.0% | -$7.57万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $76.43万 | 0.10% | 13,071 | 13,071 | — | $76.43万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $75.49万 | 0.10% | 1,037 | -356 | -25.6% | -$25.91万 | 减仓 |
| VMI | VALMONT INDS INC | $75.12万 | 0.10% | 1,880 | 1,224 | 186.6% | $48.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.07万 | 0.10% | 13,890 | 13,890 | — | $75.07万 | 新建仓 |
| IJH | ISHARES TR | $74.25万 | 0.10% | 10,995 | 6,423 | 140.5% | $43.37万 | 加仓 |
| IMAX | IMAX CORP | $74.04万 | 0.10% | 19,478 | 19,478 | — | $74.04万 | 新建仓 |
| SONY | SONY GROUP CORP | $73.83万 | 0.10% | 35,669 | -4,906 | -12.1% | -$10.16万 | 减仓 |
| HEI/A | HEICO CORP NEW | $73.04万 | 0.10% | 3,460 | 383 | 12.4% | $8.08万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $72.64万 | 0.10% | 11,745 | 11,745 | — | $72.64万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $72.28万 | 0.09% | 3,699 | 651 | 21.4% | $12.72万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $72.23万 | 0.09% | 7,527 | 4,635 | 160.3% | $44.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $70.87万 | 0.09% | 6,903 | -1,992 | -22.4% | -$20.45万 | 减仓 |
| IEF | ISHARES TR | $70.42万 | 0.09% | 7,378 | 1,531 | 26.2% | $14.61万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $69.63万 | 0.09% | 10,712 | 3,540 | 49.4% | $23.01万 | 加仓 |
| PEN | PENUMBRA INC | $69.58万 | 0.09% | 2,119 | 1,421 | 203.6% | $46.66万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $69.20万 | 0.09% | 4,167 | 4,167 | — | $69.20万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $69.19万 | 0.09% | 4,400 | -31 | -0.7% | -$4,875 | 减仓 |
| CXT | CRANE NXT CO | $68.71万 | 0.09% | 16,927 | 6,887 | 68.6% | $27.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.15万 | 0.09% | 13,465 | 649 | 5.1% | $3.28万 | 加仓 |
| QUAL | ISHARES TR | $66.95万 | 0.09% | 3,490 | 782 | 28.9% | $15.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $66.15万 | 0.09% | 2,304 | 931 | 67.8% | $26.73万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $66.07万 | 0.09% | 4,818 | 561 | 13.2% | $7.69万 | 加仓 |
| VCEL | VERICEL CORP | $65.97万 | 0.09% | 20,506 | 8,286 | 67.8% | $26.66万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $65.59万 | 0.09% | 9,160 | 9,160 | — | $65.59万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $65.59万 | 0.09% | 6,667 | 2,943 | 79.0% | $28.95万 | 加仓 |
| GSK | GSK PLC | $65.47万 | 0.09% | 11,863 | 11,863 | — | $65.47万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $64.62万 | 0.08% | 7,589 | 4,764 | 168.6% | $40.56万 | 加仓 |
| ABNB | AIRBNB INC | $64.28万 | 0.08% | 5,090 | -2,137 | -29.6% | -$26.99万 | 减仓 |
| USB | US BANCORP | $64.08万 | 0.08% | 12,320 | 5,254 | 74.4% | $27.33万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $63.75万 | 0.08% | 14,074 | 8,701 | 161.9% | $39.41万 | 加仓 |
| YETI | YETI HLDGS INC | $63.60万 | 0.08% | 17,382 | 6,981 | 67.1% | $25.54万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $63.45万 | 0.08% | 7,926 | 5,271 | 198.5% | $42.19万 | 加仓 |
| IWX | ISHARES TR | $62.51万 | 0.08% | 6,745 | 6,745 | — | $62.51万 | 新建仓 |
| POOL | POOL CORP | $62.41万 | 0.08% | 3,084 | 1,131 | 57.9% | $22.89万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.22万 | 0.08% | 1,493 | 1,493 | — | $62.22万 | 新建仓 |
| UNP | UNION PAC CORP | $62.10万 | 0.08% | 2,560 | 914 | 55.5% | $22.17万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $61.54万 | 0.08% | 25,314 | 25,314 | — | $61.54万 | 新建仓 |
| PNR | PENTAIR PLC | $61.30万 | 0.08% | 7,037 | 1,103 | 18.6% | $9.61万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $61.01万 | 0.08% | 6,569 | 6,569 | — | $61.01万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $60.77万 | 0.08% | 120,811 | 92,371 | 324.8% | $46.46万 | 加仓 |
| RRC | RANGE RES CORP | $60.45万 | 0.08% | 13,379 | 13,379 | — | $60.45万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $60.05万 | 0.08% | 3,093 | 1,339 | 76.3% | $26.00万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $59.86万 | 0.08% | 1,752 | 1,752 | — | $59.86万 | 新建仓 |
| XYZ | BLOCK INC | $59.19万 | 0.08% | 9,835 | 9,835 | — | $59.19万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $58.63万 | 0.08% | 1,221 | 828 | 210.7% | $39.76万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $58.48万 | 0.08% | 9,049 | 5,948 | 191.8% | $38.44万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $58.29万 | 0.08% | 1,479 | 1,479 | — | $58.29万 | 新建仓 |
| IEFA | ISHARES TR | $57.52万 | 0.08% | 6,354 | 6,354 | — | $57.52万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $56.81万 | 0.07% | 9,585 | 9,585 | — | $56.81万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $56.54万 | 0.07% | 4,313 | 1,403 | 48.2% | $18.39万 | 加仓 |
| 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 |
| RBRK | RUBRIK INC. | $56.10万 | 0.07% | 11,455 | 11,455 | — | $56.10万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $55.93万 | 0.07% | 3,556 | 3,556 | — | $55.93万 | 新建仓 |
| APG | API GROUP CORP | $55.44万 | 0.07% | 13,681 | 13,681 | — | $55.44万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $55.36万 | 0.07% | 5,569 | 892 | 19.1% | $8.87万 | 加仓 |
| EFX | EQUIFAX INC | $55.36万 | 0.07% | 3,074 | 531 | 20.9% | $9.56万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $55.05万 | 0.07% | 1,830 | 262 | 16.7% | $7.88万 | 加仓 |
| GH | GUARDANT HEALTH INC | $54.82万 | 0.07% | 5,935 | 5,935 | — | $54.82万 | 新建仓 |
| AZTA | AZENTA INC | $54.69万 | 0.07% | 25,884 | 15,367 | 146.1% | $32.47万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $54.62万 | 0.07% | 2,517 | 656 | 35.2% | $14.24万 | 重新持有 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $54.40万 | 0.07% | 4,944 | 1,709 | 52.8% | $18.81万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $54.18万 | 0.07% | 2,175 | 2,175 | — | $54.18万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $54.03万 | 0.07% | 12,730 | 12,730 | — | $54.03万 | 新建仓 |
| DEO | DIAGEO PLC | $53.72万 | 0.07% | 7,216 | 7,216 | — | $53.72万 | 新建仓 |
| TDC | TERADATA CORP DEL | $53.72万 | 0.07% | 20,959 | 10,558 | 101.5% | $27.06万 | 加仓 |
| GEV | GE VERNOVA INC | $53.60万 | 0.07% | 614 | 276 | 81.7% | $24.09万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $53.59万 | 0.07% | 3,126 | 612 | 24.3% | $10.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $53.44万 | 0.07% | 2,325 | 613 | 35.8% | $14.09万 | 加仓 |
| GM | GENERAL MTRS CO | $53.33万 | 0.07% | 7,158 | 7,158 | — | $53.33万 | 新建仓 |
| ENTG | ENTEGRIS INC | $53.18万 | 0.07% | 4,536 | 4,536 | — | $53.18万 | 新建仓 |
| — | HONEYWELL INTL INC | $53.14万 | 0.07% | 2,351 | 2,351 | — | $53.14万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $53.13万 | 0.07% | 4,589 | 1,606 | 53.8% | $18.59万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $53.08万 | 0.07% | 1,827 | 664 | 57.1% | $19.29万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $53.01万 | 0.07% | 8,867 | 3,993 | 81.9% | $23.87万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $52.98万 | 0.07% | 1,846 | 1,846 | — | $52.98万 | 新建仓 |
| FROG | JFROG LTD | $52.63万 | 0.07% | 11,215 | 11,215 | — | $52.63万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $52.58万 | 0.07% | 5,594 | 1,655 | 42.0% | $15.55万 | 加仓 |
| PTC | PTC INC | $52.37万 | 0.07% | 3,675 | 2,448 | 199.5% | $34.88万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $52.32万 | 0.07% | 11,568 | 11,568 | — | $52.32万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $52.11万 | 0.07% | 3,222 | 1,334 | 70.7% | $21.58万 | 加仓 |
| NET | CLOUDFLARE INC | $51.94万 | 0.07% | 2,517 | -924 | -26.9% | -$19.07万 | 减仓 |
| STE | STERIS PLC | $51.85万 | 0.07% | 2,345 | 1,383 | 143.8% | $30.58万 | 加仓 |
| BILS | SPDR SERIES TRUST | $51.74万 | 0.07% | 5,203 | 275 | 5.6% | $2.73万 | 加仓 |
| NDSN | NORDSON CORP | $51.70万 | 0.07% | 1,943 | 300 | 18.3% | $7.98万 | 加仓 |
| HWKN | HAWKINS INC | $51.66万 | 0.07% | 3,363 | 3,363 | — | $51.66万 | 新建仓 |
| NKE | NIKE INC | $51.57万 | 0.07% | 9,763 | 9,763 | — | $51.57万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.48万 | 0.07% | 2,124 | 789 | 59.1% | $19.12万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $51.45万 | 0.07% | 22,188 | 5,900 | 36.2% | $13.68万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $51.39万 | 0.07% | 5,433 | 5,433 | — | $51.39万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $51.23万 | 0.07% | 1,516 | 790 | 108.8% | $26.69万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $51.11万 | 0.07% | 5,537 | 5,537 | — | $51.11万 | 新建仓 |
| MTUM | ISHARES TR | $50.35万 | 0.07% | 2,098 | 1,107 | 111.7% | $26.57万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $49.95万 | 0.07% | 5,427 | 2,916 | 116.1% | $26.84万 | 加仓 |