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 |
|---|---|---|---|---|---|---|---|---|
| AEIS | ADVANCED ENERGY INDS | $49.57万 | 0.07% | 1,536 | 1,536 | — | $49.57万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.13万 | 0.06% | 1,759 | 520 | 42.0% | $14.52万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $49.07万 | 0.06% | 1,012 | 655 | 183.5% | $31.76万 | 重新持有 |
| BUYW | NORTHERN LTS FD TR IV | $49.06万 | 0.06% | 34,844 | 6,957 | 24.9% | $9.80万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $49.04万 | 0.06% | 8,033 | 8,033 | — | $49.04万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $48.96万 | 0.06% | 1,497 | 1,497 | — | $48.96万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $48.63万 | 0.06% | 5,080 | -2,924 | -36.5% | -$27.99万 | 减仓 |
| EEM | ISHARES TR | $48.56万 | 0.06% | 8,551 | 3,174 | 59.0% | $18.03万 | 加仓 |
| SE | SEA LTD | $48.12万 | 0.06% | 5,811 | -1,471 | -20.2% | -$12.18万 | 减仓 |
| VLUE | ISHARES TR | $48.06万 | 0.06% | 3,380 | 1,258 | 59.3% | $17.89万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.88万 | 0.06% | 1,647 | 815 | 98.0% | $23.69万 | 加仓 |
| INTC | INTEL CORP | $47.75万 | 0.06% | 10,819 | 10,819 | — | $47.75万 | 新建仓 |
| SUB | ISHARES TR | $47.72万 | 0.06% | 4,481 | 899 | 25.1% | $9.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.42万 | 0.06% | 12,204 | -29 | -0.2% | -$1,127 | 减仓 |
| VXUS | VANGUARD STAR FDS | $47.41万 | 0.06% | 6,148 | 1,063 | 20.9% | $8.20万 | 加仓 |
| IVW | ISHARES TR | $47.34万 | 0.06% | 4,185 | 1,494 | 55.5% | $16.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $47.33万 | 0.06% | 783 | 211 | 36.9% | $12.75万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $47.18万 | 0.06% | 5,720 | 5,720 | — | $47.18万 | 新建仓 |
| XHLF | BONDBLOXX ETF TRUST | $47.10万 | 0.06% | 9,358 | 478 | 5.4% | $2.41万 | 加仓 |
| RELX | RELX PLC | $46.79万 | 0.06% | 14,116 | -4,896 | -25.8% | -$16.23万 | 重新持有 |
| ILMN | ILLUMINA INC | $46.59万 | 0.06% | 3,780 | 2,244 | 146.1% | $27.66万 | 加仓 |
| DOW | DOW HLDGS INC | $46.25万 | 0.06% | 11,104 | 11,104 | — | $46.25万 | 新建仓 |
| — | LISTED FDS TR | $46.20万 | 0.06% | 17,452 | 6,323 | 56.8% | $16.74万 | 重新持有 |
| PODD | INSULET CORP | $46.08万 | 0.06% | 2,196 | 1,476 | 205.0% | $30.97万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $45.86万 | 0.06% | 1,032 | 1,032 | — | $45.86万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.68万 | 0.06% | 2,811 | 412 | 17.2% | $6.69万 | 加仓 |
| EZU | ISHARES INC | $45.58万 | 0.06% | 7,276 | 2,748 | 60.7% | $17.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $45.35万 | 0.06% | 2,312 | 2,312 | — | $45.35万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $44.47万 | 0.06% | 23,922 | 23,922 | — | $44.47万 | 新建仓 |
| LII | LENNOX INTL INC | $44.19万 | 0.06% | 952 | 130 | 15.8% | $6.03万 | 加仓 |
| IWB | ISHARES TR | $43.72万 | 0.06% | 1,226 | 273 | 28.6% | $9.73万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $43.57万 | 0.06% | 5,929 | 5,929 | — | $43.57万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $42.97万 | 0.06% | 1,962 | 708 | 56.5% | $15.51万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $42.70万 | 0.06% | 8,406 | 8,406 | — | $42.70万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $42.49万 | 0.06% | 8,131 | 8,131 | — | $42.49万 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $42.36万 | 0.06% | 11,614 | -6,783 | -36.9% | -$24.74万 | 减仓 |
| MELI | MERCADOLIBRE INC | $41.84万 | 0.05% | 242 | -20 | -7.6% | -$3.46万 | 减仓 |
| CTVA | CORTEVA INC | $41.55万 | 0.05% | 4,963 | 4,963 | — | $41.55万 | 新建仓 |
| IEV | ISHARES TR | $41.27万 | 0.05% | 6,075 | 2,283 | 60.2% | $15.51万 | 加仓 |
| ALLE | ALLEGION PLC | $41.20万 | 0.05% | 2,836 | 456 | 19.2% | $6.63万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $40.89万 | 0.05% | 2,193 | 582 | 36.1% | $10.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.07万 | 0.05% | 1,972 | 842 | 74.5% | $17.11万 | 加仓 |
| SAN | BANCO SANTANDER SA | $39.86万 | 0.05% | 35,333 | 20,232 | 134.0% | $22.82万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $39.82万 | 0.05% | 11,223 | 7,545 | 205.1% | $26.77万 | 重新持有 |
| EXPO | EXPONENT INC | $39.28万 | 0.05% | 6,020 | 965 | 19.1% | $6.30万 | 加仓 |
| BN | BROOKFIELD CORP | $38.95万 | 0.05% | 9,625 | 2,659 | 38.2% | $10.76万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $38.93万 | 0.05% | 22,939 | 12,632 | 122.6% | $21.44万 | 加仓 |
| COHR | COHERENT CORP | $38.83万 | 0.05% | 1,630 | 1,630 | — | $38.83万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $38.30万 | 0.05% | 27,592 | 27,592 | — | $38.30万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $38.02万 | 0.05% | 1,257 | 467 | 59.1% | $14.13万 | 加仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $37.99万 | 0.05% | 3,700 | 3,700 | — | $37.99万 | 新建仓 |
| IXUS | ISHARES TR | $37.97万 | 0.05% | 4,383 | 4,383 | — | $37.97万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $37.76万 | 0.05% | 3,273 | 3,273 | — | $37.76万 | 新建仓 |
| ELF | E L F BEAUTY INC | $37.67万 | 0.05% | 6,215 | 4,054 | 187.6% | $24.57万 | 重新持有 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $36.99万 | 0.05% | 7,593 | 2,677 | 54.5% | $13.04万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $36.52万 | 0.05% | 5,946 | 5,946 | — | $36.52万 | 新建仓 |
| IEMG | ISHARES INC | $36.47万 | 0.05% | 5,229 | 5,229 | — | $36.47万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $36.26万 | 0.05% | 11,694 | -1,631 | -12.2% | -$5.06万 | 减仓 |
| WDAY | WORKDAY INC | $36.18万 | 0.05% | 2,785 | -1,358 | -32.8% | -$17.64万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $35.27万 | 0.05% | 7,701 | 7,701 | — | $35.27万 | 新建仓 |
| BMI | BADGER METER INC | $35.27万 | 0.05% | 2,315 | 2,315 | — | $35.27万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.23万 | 0.05% | 2,547 | 217 | 9.3% | $3.00万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $35.13万 | 0.05% | 7,202 | 7,202 | — | $35.13万 | 新建仓 |
| — | THOMSON REUTERS CORP | $34.94万 | 0.05% | 3,883 | 3,883 | — | $34.94万 | 新建仓 |
| MO | ALTRIA GROUP INC | $34.90万 | 0.05% | 5,289 | 2,168 | 69.5% | $14.31万 | 重新持有 |
| OKE | ONEOK INC NEW | $34.88万 | 0.05% | 3,859 | 3,859 | — | $34.88万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $34.72万 | 0.05% | 2,197 | 2,197 | — | $34.72万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $34.72万 | 0.05% | 11,401 | 11,401 | — | $34.72万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.71万 | 0.05% | 1,809 | 69 | 4.0% | $1.32万 | 加仓 |
| CDW | CDW CORP | $34.69万 | 0.05% | 2,866 | 2,866 | — | $34.69万 | 新建仓 |
| MCK | MCKESSON CORP | $34.18万 | 0.04% | 395 | 72 | 22.3% | $6.23万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $33.54万 | 0.04% | 9,939 | -5,586 | -36.0% | -$18.85万 | 减仓 |
| GLDM | WORLD GOLD TR | $33.25万 | 0.04% | 3,587 | -899 | -20.0% | -$8.33万 | 减仓 |
| IWF | ISHARES TR | $33.00万 | 0.04% | 774 | 774 | — | $33.00万 | 新建仓 |
| WSO | WATSCO INC | $32.41万 | 0.04% | 891 | 319 | 55.8% | $11.60万 | 加仓 |
| OSK | OSHKOSH CORP | $32.21万 | 0.04% | 2,188 | 698 | 46.8% | $10.28万 | 加仓 |
| PLD | PROLOGIS INC. | $31.88万 | 0.04% | 2,412 | 2,412 | — | $31.88万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $31.69万 | 0.04% | 4,351 | -1,984 | -31.3% | -$14.45万 | 减仓 |
| SO | SOUTHERN CO | $31.47万 | 0.04% | 3,260 | -10 | -0.3% | -$965 | 减仓 |
| BRO | BROWN & BROWN INC | $31.33万 | 0.04% | 4,804 | 763 | 18.9% | $4.98万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $31.29万 | 0.04% | 3,413 | 640 | 23.1% | $5.87万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $31.15万 | 0.04% | 5,222 | 5,222 | — | $31.15万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.08万 | 0.04% | 796 | 796 | — | $31.08万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $31.08万 | 0.04% | 520 | 520 | — | $31.08万 | 新建仓 |
| RIO | RIO TINTO PLC | $31.00万 | 0.04% | 3,323 | 3,323 | — | $31.00万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.82万 | 0.04% | 1,139 | 1,139 | — | $30.82万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $30.75万 | 0.04% | 958 | 958 | — | $30.75万 | 新建仓 |
| TJX | TJX COS INC NEW | $30.18万 | 0.04% | 1,890 | 560 | 42.1% | $8.94万 | 加仓 |
| IWD | ISHARES TR | $29.87万 | 0.04% | 1,398 | 1,398 | — | $29.87万 | 新建仓 |
| MORN | MORNINGSTAR INC | $29.64万 | 0.04% | 1,753 | -681 | -28.0% | -$11.51万 | 减仓 |
| TTC | TORO CO | $29.55万 | 0.04% | 3,162 | 3,162 | — | $29.55万 | 新建仓 |
| STIP | ISHARES TR | $29.46万 | 0.04% | 2,848 | -2,144 | -42.9% | -$22.18万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $29.46万 | 0.04% | 83,682 | 32,550 | 63.7% | $11.46万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.09万 | 0.04% | 1,398 | 1,398 | — | $29.09万 | 新建仓 |
| USPH | U S PHYSICAL THERAPY | $28.66万 | 0.04% | 3,823 | 3,823 | — | $28.66万 | 新建仓 |
| F | FORD MTR CO | $28.54万 | 0.04% | 24,735 | 5,715 | 30.0% | $6.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.98万 | 0.04% | 1,889 | 1,889 | — | $27.98万 | 新建仓 |
| NU | NU HLDGS LTD | $27.77万 | 0.04% | 19,325 | -2,382 | -11.0% | -$3.42万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $27.34万 | 0.04% | 1,294 | 1,294 | — | $27.34万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.78万 | 0.04% | 1,029 | 1,029 | — | $26.78万 | 新建仓 |