Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/25 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 81
- 較 2025 年第 1 季 +3
- 總值
- $5.06 億
- 較 2025 年第 1 季 +$3,145 萬 (+6.6%)
| 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 | 883,252 | $2.68 億 | 53.0% | −4,945−0.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,234,677 | $1.10 億 | 21.7% | +4,994+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 390,765 | $1,534 萬 | 3.0% | −20.0% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,530 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 613,134 | $1,250 萬 | 2.5% | +38,807+6.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 38,220 | $1,090 萬 | 2.2% | −97−0.3% | 減碼 | – |
| DCODucommun Inc | COM | 105,229 | $869.5 萬 | 1.7% | −1,000−0.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $563.6 萬 | 1.1% | −18−0.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 97,523 | $526.2 萬 | 1.0% | +400+0.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 74,885 | $467.0 萬 | 0.9% | −10,164−12.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,241 | $351.7 萬 | 0.7% | −741−9.3% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,124 | $291.8 萬 | 0.6% | +124+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,157 | $228.9 萬 | 0.5% | −967−8.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,237 | $209.1 萬 | 0.4% | −2,903−18.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,438 | $208.1 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 37,010 | $198.2 萬 | 0.4% | +37,010 | 新進 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 22,584 | $179.0 萬 | 0.4% | −3,263−12.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,121 | $155.2 萬 | 0.3% | −740−19.2% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 22,663 | $138.7 萬 | 0.3% | +17,198+314.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,315 | $138.6 萬 | 0.3% | −592−8.6% | 減碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $131.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,338 | $126.5 萬 | 0.2% | −471−8.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,805 | $105.4 萬 | 0.2% | +1,019+15.0% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $102.6 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 32,021 | $96.0 萬 | 0.2% | +39+0.1% | 加碼 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $86.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $86.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,520 | $86.3 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,823 | $85.2 萬 | 0.2% | −10,916−29.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $81.9 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 647 | $64.0 萬 | 0.1% | −15−2.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,599 | $62.6 萬 | 0.1% | −12,316−32.5% | 減碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $60.1 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,119 | $59.8 萬 | 0.1% | −1,686−21.6% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,287 | $58.2 萬 | 0.1% | −324−5.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $56.5 萬 | 0.1% | −3−0.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $55.2 萬 | 0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $54.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 976 | $53.8 萬 | 0.1% | −5−0.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,370 | $51.8 萬 | 0.1% | −208−8.1% | 減碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 12,701 | $50.9 萬 | 0.1% | −4,710−27.1% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,216 | $50.1 萬 | 0.1% | +30.0% | 加碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,428 | $48.9 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,469 | $48.3 萬 | 0.1% | +14+0.2% | 加碼 | – |
| CVXChevron Corp | Stock | 3,336 | $47.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,328 | $47.2 萬 | 0.1% | −292−18.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,501 | $46.0 萬 | 0.1% | −379−5.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,171 | $42.9 萬 | 0.1% | −340−22.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,015 | $40.5 萬 | 0.1% | +30.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,359 | $39.4 萬 | 0.1% | −87−6.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $37.7 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 706 | $37.3 萬 | 0.1% | +706 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,091 | $36.8 萬 | 0.1% | −730−25.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| EHCEncompass Health Corp | COM | 2,457 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,868 | $29.8 萬 | 0.1% | −530−22.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,717 | $29.3 萬 | 0.1% | −74−2.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 268 | $28.1 萬 | 0.1% | +3+1.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,842 | $28.0 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 499 | $28.0 萬 | 0.1% | −117−19.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 780 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,595 | $27.8 萬 | 0.1% | −325−8.3% | 減碼 | – |
| SYKStryker Corp | Stock | 682 | $27.0 萬 | 0.1% | −22−3.1% | 減碼 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 600 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 365 | $26.9 萬 | 0.1% | −285−43.8% | 減碼 | 歷史 |
| FNBFNB Corp | COM | 18,198 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,287 | $26.0 萬 | 0.1% | −192−5.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 880 | $26.0 萬 | 0.1% | −50−5.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,806 | $24.6 萬 | <0.1% | −848−32.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $24.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $23.6 萬 | <0.1% | −53−0.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 515 | $22.7 萬 | <0.1% | −25−4.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $22.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $21.2 萬 | <0.1% | +1,645 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,262 | $20.4 萬 | <0.1% | +3,262 | 新進 | – |
| FASTFastenal Co | Stock | 4,622 | $19.4 萬 | <0.1% | +4,622 | 新進 | 歷史 |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 12,490 | $17.4 萬 | <0.1% | +12,490 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 824 | $14.6 萬 | <0.1% | −154−15.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。