Gibson Capital, LLC
- SEC CIK
- 0001427372
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 94
- 較 2026 年第 1 季 +7
- 總值
- $6.10 億
- 較 2026 年第 1 季 +$7,226 萬 (+13.4%)
| 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 | 844,461 | $3.12 億 | 51.3% | −7,140−0.8% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,395,282 | $1.35 億 | 22.1% | +7,672+0.6% | 加碼 | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 656,307 | $1,916 萬 | 3.1% | +33,940+5.5% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 375,765 | $1,752 萬 | 2.9% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,573 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,064 | $1,206 萬 | 2.0% | −230−0.7% | 減碼 | – |
| DCODucommun Inc | COM | 50,492 | $935.2 萬 | 1.5% | −11,737−18.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,509 | $650.9 萬 | 1.1% | −30−0.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 88,993 | $622.1 萬 | 1.0% | −1,029−1.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 68,603 | $518.0 萬 | 0.8% | −1,664−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,000 | $491.9 萬 | 0.8% | −186−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,117 | $438.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,889 | $394.7 萬 | 0.6% | +372+4.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,715 | $351.9 萬 | 0.6% | −20.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 9,333 | $329.8 萬 | 0.5% | +8,513+1,038.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,201 | $288.5 萬 | 0.5% | −285−6.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 13,020 | $260.5 萬 | 0.4% | −701−5.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 36,601 | $240.1 萬 | 0.4% | −19−0.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,644 | $230.8 萬 | 0.4% | −208−0.7% | 減碼依 4 比 1 拆股換算 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 16,162 | $166.5 萬 | 0.3% | −839−4.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,156 | $156.3 萬 | 0.3% | −20−0.4% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 9,199 | $151.1 萬 | 0.2% | +10.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,257 | $149.1 萬 | 0.2% | −550−8.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,991 | $142.6 萬 | 0.2% | +1,735+76.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,710 | $138.4 萬 | 0.2% | +61+1.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,391 | $104.2 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 8,995 | $101.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,720 | $95.9 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 21,481 | $91.7 萬 | 0.2% | +30.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,340 | $78.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,043 | $76.8 萬 | 0.1% | −8−0.8% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 24,649 | $72.5 萬 | 0.1% | −400−1.6% | 減碼 | – |
| CVXChevron Corp | Stock | 4,352 | $72.1 萬 | 0.1% | +504+13.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,896 | $70.4 萬 | 0.1% | −3−0.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,119 | $69.3 萬 | 0.1% | −46−0.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,573 | $68.9 萬 | 0.1% | +17+0.2% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 17,353 | $68.9 萬 | 0.1% | −1,375−7.3% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 20,529 | $68.3 萬 | 0.1% | +34+0.2% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,840 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,715 | $62.1 萬 | 0.1% | +218+2.6% | 加碼 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 14,121 | $61.8 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 646 | $60.4 萬 | 0.1% | +4+0.6% | 加碼 | 歷史 |
| FNFabrinet | SHS | 1,000 | $56.2 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,820 | $53.5 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,501 | $52.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 3,247 | $52.6 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,146 | $52.0 萬 | 0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,745 | $51.9 萬 | 0.1% | −155−1.4% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,346 | $51.6 萬 | 0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 4,712 | $50.3 萬 | 0.1% | −1,444−23.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,929 | $49.0 萬 | 0.1% | +855+5.3% | 加碼 | – |
| VVisa Inc. | Stock | 1,368 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 11,637 | $46.7 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,115 | $45.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 600 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,357 | $45.3 萬 | 0.1% | 00.0% | 不變 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,429 | $44.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,572 | $44.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,234 | $44.2 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,709 | $42.1 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| FNBFNB Corp | COM | 21,776 | $41.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 7,313 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,140 | $40.2 萬 | 0.1% | −11−1.0% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 1,000 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 958 | $39.2 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,185 | $38.8 萬 | 0.1% | −98−7.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,002 | $35.3 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,713 | $34.9 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 922 | $34.8 萬 | 0.1% | +922 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 811 | $34.6 萬 | 0.1% | −48−5.6% | 減碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 4,574 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 277 | $33.2 萬 | 0.1% | +277 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 5,981 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 1,000 | $30.2 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 800 | $29.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,895 | $27.8 萬 | <0.1% | +7+0.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 1,957 | $27.3 萬 | <0.1% | +1,957 | 新進 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 1,645 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 6,403 | $25.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,250 | $24.9 萬 | <0.1% | 00.0% | 不變 | – |
| EHCEncompass Health Corp | COM | 2,431 | $24.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 475 | $24.4 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 423 | $23.8 萬 | <0.1% | −112−20.9% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,106 | $23.2 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 917 | $23.1 萬 | <0.1% | +917 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,143 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 4,622 | $22.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 500 | $21.9 萬 | <0.1% | +500 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 682 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 680 | $21.4 萬 | <0.1% | +680 | 新進 | 歷史 |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 2,512 | $21.4 萬 | <0.1% | +2,512 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 218 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,781 | $20.9 萬 | <0.1% | +1,781 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 101 | $20.0 萬 | <0.1% | +101 | 新進 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。