Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/17 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 87
- 較 2025 年第 4 季 +7
- 總值
- $5.37 億
- 較 2025 年第 4 季 −$795.5 萬 (−1.5%)
| 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 | 851,601 | $2.73 億 | 50.9% | −9,283−1.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,387,610 | $1.23 億 | 22.9% | +67,438+5.1% | 加碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 622,367 | $1,579 萬 | 2.9% | +951+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $1,544 萬 | 2.9% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,508 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,294 | $1,055 萬 | 2.0% | 00.0% | 不變 | – |
| DCODucommun Inc | COM | 62,229 | $759.2 萬 | 1.4% | −8,000−11.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 70,267 | $619.5 萬 | 1.2% | −40.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,539 | $592.3 萬 | 1.1% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 90,022 | $562.2 萬 | 1.0% | −329−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,186 | $436.2 萬 | 0.8% | +698+4.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,517 | $360.2 萬 | 0.7% | +113+1.5% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,717 | $299.5 萬 | 0.6% | −24−0.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 4,117 | $291.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,486 | $268.1 萬 | 0.5% | −185−4.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 13,721 | $239.3 萬 | 0.4% | −463−3.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 36,620 | $219.6 萬 | 0.4% | −405−1.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,213 | $207.1 萬 | 0.4% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 17,001 | $169.8 萬 | 0.3% | −3,735−18.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,807 | $141.8 萬 | 0.3% | +552+8.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,176 | $135.6 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,649 | $135.1 萬 | 0.3% | +22+0.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,198 | $131.0 萬 | 0.2% | +31+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $90.9 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $90.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,930 | $82.3 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,848 | $79.6 萬 | 0.1% | +504+15.1% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 20,495 | $78.7 萬 | 0.1% | −469−2.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,478 | $76.8 萬 | 0.1% | +107+0.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,165 | $76.6 萬 | 0.1% | +46+0.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,340 | $71.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 18,728 | $71.7 萬 | 0.1% | −350−1.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,256 | $64.9 萬 | 0.1% | +164+7.8% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,840 | $64.4 萬 | 0.1% | +673+13.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,049 | $64.2 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 642 | $64.0 萬 | 0.1% | −44−6.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,556 | $63.1 萬 | 0.1% | +22+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,899 | $63.0 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,051 | $60.6 萬 | 0.1% | +25+2.4% | 加碼 | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,156 | $56.9 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,229 | $54.8 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,497 | $54.4 萬 | 0.1% | +28+0.3% | 加碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 14,121 | $52.9 萬 | 0.1% | 00.0% | 不變 | – |
| ESLTElbit Systems Ltd | Stock | 600 | $50.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,346 | $49.6 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,501 | $49.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 3,245 | $47.1 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,637 | $45.9 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $45.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,115 | $45.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,900 | $45.7 萬 | 0.1% | −1,685−13.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $44.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $42.3 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,368 | $41.3 萬 | 0.1% | +40+3.0% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 5,981 | $40.8 萬 | 0.1% | −322−5.1% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,074 | $40.3 萬 | 0.1% | −946−5.6% | 減碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,429 | $38.2 萬 | 0.1% | +4,429 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,572 | $38.1 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,151 | $37.9 萬 | 0.1% | +22+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,283 | $37.7 萬 | 0.1% | +28+2.2% | 加碼 | 歷史 |
| FNBFNB Corp | COM | 21,776 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,704 | $35.5 萬 | 0.1% | +1,704 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $34.2 萬 | 0.1% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 7,313 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,709 | $32.6 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 859 | $30.7 萬 | 0.1% | +79+10.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 535 | $30.6 萬 | 0.1% | +170+46.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,888 | $27.3 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| DXYZDestiny Tech100 Inc. | CEF | 10,000 | $26.8 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,250 | $25.1 萬 | <0.1% | −345−9.6% | 減碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $25.0 萬 | <0.1% | 00.0% | 不變 | – |
| COHRCoherent Corp. | COM | 1,000 | $23.8 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,403 | $23.8 萬 | <0.1% | +284+4.6% | 加碼 | – |
| MAMastercard Inc | Stock | 473 | $23.6 萬 | <0.1% | −2−0.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 820 | $23.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EHCEncompass Health Corp | COM | 2,431 | $23.5 萬 | <0.1% | +101+4.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,582 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $22.8 萬 | <0.1% | +1+0.1% | 加碼 | – |
| SYKStryker Corp | Stock | 682 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,143 | $21.9 萬 | <0.1% | +7,143 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $21.5 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 578 | $21.5 萬 | <0.1% | +578 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 4,622 | $21.4 萬 | <0.1% | +4,622 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 218 | $21.0 萬 | <0.1% | −90−29.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 336 | $20.3 萬 | <0.1% | +336 | 新進 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。