Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 80
- 較 2025 年第 3 季 −7
- 總值
- $5.45 億
- 較 2025 年第 3 季 +$304.9 萬 (+0.6%)
| 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 | 860,884 | $2.89 億 | 52.9% | −13,742−1.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,320,172 | $1.17 億 | 21.4% | +74,468+6.0% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $1,632 萬 | 3.0% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,585 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 621,416 | $1,448 萬 | 2.7% | +3,252+0.5% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,294 | $1,111 萬 | 2.0% | 00.0% | 不變 | – |
| DCODucommun Inc | COM | 70,229 | $668.1 萬 | 1.2% | −5,000−6.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $605.3 萬 | 1.1% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 70,271 | $570.4 萬 | 1.0% | −4,269−5.7% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 90,351 | $537.9 萬 | 1.0% | +150+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,488 | $448.3 萬 | 0.8% | −41−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,404 | $372.2 萬 | 0.7% | −14−0.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,741 | $318.7 萬 | 0.6% | −383−1.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,671 | $292.9 萬 | 0.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 14,184 | $264.6 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,117 | $235.9 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 37,025 | $215.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,213 | $209.3 萬 | 0.4% | −69−0.9% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,736 | $194.9 萬 | 0.4% | +17+0.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,627 | $175.4 萬 | 0.3% | +309+9.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,255 | $144.4 萬 | 0.3% | −64−1.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,167 | $136.3 萬 | 0.3% | +1,359+17.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,176 | $133.5 萬 | 0.2% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 20,964 | $104.1 萬 | 0.2% | −1,496−6.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $95.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $91.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $88.4 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,371 | $72.1 萬 | 0.1% | +60.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,340 | $69.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 19,078 | $68.8 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 6,119 | $68.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,049 | $67.4 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 2,092 | $65.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,026 | $63.1 萬 | 0.1% | −122−10.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $61.4 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,114 | $60.7 萬 | 0.1% | −50−1.6% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $59.5 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 686 | $59.2 萬 | 0.1% | −289−29.6% | 減碼 | 歷史 |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 14,121 | $58.9 萬 | 0.1% | −2,109−13.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,167 | $56.8 萬 | 0.1% | −10.0% | 減碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 12,585 | $55.5 萬 | 0.1% | −116−0.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 9,534 | $55.0 萬 | 0.1% | +18+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,469 | $52.9 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,242 | $51.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,344 | $51.0 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,346 | $50.3 萬 | 0.1% | −533−9.1% | 減碼 | – |
| VVisa Inc. | Stock | 1,328 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,568 | $46.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,501 | $45.4 萬 | 0.1% | +10+0.2% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $45.1 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,020 | $44.6 萬 | 0.1% | +30.0% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,636 | $44.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $42.8 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,425 | $42.2 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $41.8 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 6,303 | $40.6 萬 | 0.1% | +6,303 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,255 | $40.4 萬 | 0.1% | −104−7.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,129 | $38.8 萬 | 0.1% | −92−7.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,222 | $38.8 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| FNBFNB Corp | COM | 21,776 | $37.2 萬 | 0.1% | +3,578+19.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| ESLTElbit Systems Ltd | Stock | 600 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 7,313 | $34.2 萬 | 0.1% | +1,575+27.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 308 | $33.0 萬 | 0.1% | +10+3.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,710 | $28.5 萬 | 0.1% | −570−17.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,582 | $28.1 萬 | 0.1% | −520−24.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,595 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 475 | $27.1 萬 | <0.1% | −26−5.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,880 | $26.9 萬 | <0.1% | +6+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 820 | $25.7 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 780 | $24.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 2,330 | $24.7 萬 | <0.1% | −127−5.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 365 | $24.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 682 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,644 | $23.3 萬 | <0.1% | −1−0.1% | 減碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,119 | $22.4 萬 | <0.1% | +110+1.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $21.6 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（8 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MLNKMeridianLink, Inc. | COMMON STOCK | 81,050 | $161.5 萬 | 0.3% | 歷史 |
| TTTrane Technologies plc | SHS | 805 | $34.0 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 576 | $25.6 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 504 | $24.9 萬 | <0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 515 | $23.9 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 4,622 | $22.7 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 671 | $20.2 萬 | <0.1% | 歷史 |
| PSBDPalmer Square Capital BDC Inc. | COM SHS | 12,490 | $15.3 萬 | <0.1% | 歷史 |