Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 71
- 較 2024 年第 1 季 −4
- 總值
- $4.53 億
- 較 2024 年第 1 季 −$466.2 萬 (−1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 923,232 | $2.47 億 | 54.5% | −39,589−4.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,267,250 | $1.06 億 | 23.4% | +40,715+3.3% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 401,323 | $1,399 萬 | 3.1% | −18,101−4.3% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,286 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 537,020 | $1,094 萬 | 2.4% | −7,412−1.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,372 | $982.8 萬 | 2.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,802 | $544.0 萬 | 1.2% | +50+0.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 100,371 | $520.6 萬 | 1.1% | −1,148−1.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 86,416 | $379.6 萬 | 0.8% | +59,962+226.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,448 | $303.0 萬 | 0.7% | −398−5.1% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 27,323 | $283.7 萬 | 0.6% | −13,551−33.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,846 | $190.0 萬 | 0.4% | −211−2.6% | 減碼 | – |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $173.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,283 | $164.1 萬 | 0.4% | −8,407−38.8% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 7,454 | $157.0 萬 | 0.3% | −50−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,080 | $137.7 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,058 | $136.8 萬 | 0.3% | −80−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,771 | $125.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,925 | $96.3 萬 | 0.2% | +33+1.7% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $90.0 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 31,982 | $88.0 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $83.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $76.1 萬 | 0.2% | −6−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $70.4 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,494 | $69.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,757 | $68.4 萬 | 0.2% | −506−8.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,390 | $65.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,611 | $59.9 萬 | 0.1% | +187+3.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 645 | $54.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 15,625 | $54.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,956 | $54.0 萬 | 0.1% | +54+1.9% | 加碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $52.4 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,320 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $51.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,080 | $51.0 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,105 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,488 | $41.3 萬 | 0.1% | −550−7.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,280 | $40.6 萬 | 0.1% | +50+1.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,168 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $37.4 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,089 | $35.0 萬 | 0.1% | +586+9.0% | 加碼 | – |
| VVisa Inc. | Stock | 1,322 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,884 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,215 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,689 | $31.0 萬 | 0.1% | +50+1.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,852 | $30.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,432 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 10,742 | $28.9 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,580 | $28.8 萬 | 0.1% | +1,580 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,649 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 270 | $28.4 萬 | 0.1% | +270 | 新進 | 歷史 |
| FNBFNB Corp | COM | 18,198 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,728 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 778 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,600 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 681 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 575 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 495 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 2,457 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $20.6 萬 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,836 | $18.8 萬 | <0.1% | +1,836 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 358 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,284 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,025 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 150,136 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| VLYValley National Bancorp | COM | 11,191 | $7.81 萬 | <0.1% | −22,383−66.7% | 減碼 | 歷史 |
| Lilium N VN52586117 | *W EXP 09/14/202 | 191,481 | $1.57 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（7 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,333 | $70.0 萬 | 0.2% | – |
| SWAVShockwave Medical, Inc. | COM | 911 | $29.7 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 5,458 | $24.1 萬 | 0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,425 | $20.1 萬 | <0.1% | – |
| TSLATesla, Inc. | Stock | 1,095 | $19.2 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,290 | $18.8 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 213 | $17.8 萬 | <0.1% | 歷史 |