Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 87
- 較 2025 年第 2 季 +6
- 總值
- $5.42 億
- 較 2025 年第 2 季 +$3,566 萬 (+7.0%)
| 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 | 874,626 | $2.87 億 | 52.9% | −8,626−1.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,245,704 | $1.14 億 | 21.0% | +11,027+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $1,596 萬 | 2.9% | −15,000−3.8% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,584 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 618,164 | $1,400 萬 | 2.6% | +5,030+0.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,294 | $1,087 萬 | 2.0% | −2,926−7.7% | 減碼 | – |
| DCODucommun Inc | COM | 75,229 | $723.2 萬 | 1.3% | −30,000−28.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $594.3 萬 | 1.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 74,540 | $542.4 萬 | 1.0% | −345−0.5% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 90,201 | $525.1 萬 | 1.0% | −7,322−7.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,529 | $420.9 萬 | 0.8% | +5,372+48.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,418 | $372.9 萬 | 0.7% | +177+2.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 25,124 | $316.4 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,671 | $286.0 萬 | 0.5% | +3,151+207.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,182 | $264.6 萬 | 0.5% | +945+7.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,282 | $213.9 萬 | 0.4% | −156−2.1% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 37,025 | $212.4 萬 | 0.4% | +150.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,118 | $196.5 萬 | 0.4% | +4,118 | 新進 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,719 | $184.5 萬 | 0.3% | −1,865−8.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,318 | $171.8 萬 | 0.3% | +197+6.3% | 加碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $161.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 22,460 | $146.0 萬 | 0.3% | −203−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,319 | $138.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,176 | $131.6 萬 | 0.2% | −162−3.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,808 | $113.7 萬 | 0.2% | +30.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $93.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $90.4 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 975 | $90.3 萬 | 0.2% | +328+50.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $90.2 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,164 | $89.0 萬 | 0.2% | +794+33.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,340 | $70.4 萬 | 0.1% | +4,340 | 新進 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 19,078 | $69.0 萬 | 0.1% | −6,745−26.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,148 | $68.9 萬 | 0.1% | +172+17.6% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,365 | $68.1 萬 | 0.1% | −10,656−33.3% | 減碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 16,230 | $66.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,049 | $66.0 萬 | 0.1% | −550−2.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,119 | $63.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,516 | $62.9 萬 | 0.1% | +9,516 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $60.5 萬 | 0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $57.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,168 | $57.5 萬 | 0.1% | −119−2.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,879 | $55.9 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 12,701 | $54.9 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,340 | $51.9 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,092 | $50.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,469 | $50.7 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,241 | $50.3 萬 | 0.1% | +1,399+76.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,221 | $49.5 萬 | 0.1% | +50+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,328 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,567 | $44.2 萬 | 0.1% | +687+78.1% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,017 | $43.8 萬 | 0.1% | +20.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $43.7 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,491 | $43.0 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,359 | $42.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $41.8 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,428 | $41.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,636 | $41.5 萬 | 0.1% | −3,580−23.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $40.7 萬 | 0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,102 | $38.3 萬 | 0.1% | +296+16.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,217 | $36.3 萬 | 0.1% | +500+18.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 298 | $34.7 萬 | 0.1% | +30+11.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 805 | $34.0 萬 | 0.1% | +805 | 新進 | 歷史 |
| EHCEncompass Health Corp | COM | 2,457 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 600 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| FNBFNB Corp | COM | 18,198 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 780 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,874 | $28.8 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 501 | $28.5 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,595 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 3,280 | $27.5 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 365 | $26.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 576 | $25.6 萬 | <0.1% | +576 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 5,738 | $25.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 682 | $25.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 504 | $24.9 萬 | <0.1% | +504 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 515 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 4,622 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,009 | $21.2 萬 | <0.1% | +6,009 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $21.0 萬 | <0.1% | +2,106 | 新進 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $20.3 萬 | <0.1% | +4,574 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 671 | $20.2 萬 | <0.1% | +671 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 821 | $20.0 萬 | <0.1% | −3−0.4% | 減碼 | 歷史 |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 12,490 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,560 | $102.6 萬 | 0.2% | – |
| GEVGE Vernova Inc. | Stock | 706 | $37.3 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $22.0 萬 | <0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,262 | $20.4 萬 | <0.1% | – |