Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- 最新申報
- 2026/7/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/9/7 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 124
- 較 2022 年第 1 季 −10
- 總值
- $8,973 萬
- 較 2022 年第 1 季 −$827.6 萬 (−8.4%)
| 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 | 120,268 | $2,269 萬 | 25.3% | +6,622+5.8% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 434,484 | $2,178 萬 | 24.3% | +85,696+24.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 30,255 | $1,050 萬 | 11.7% | +333+1.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 190,183 | $981.5 萬 | 10.9% | −17,161−8.3% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $516.2 萬 | 5.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,825 | $278.7 萬 | 3.1% | −320−2.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,469 | $166.7 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 10,622 | $153.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 26,482 | $132.3 萬 | 1.5% | +26,482 | 新進 | – |
| DUKDuke Energy CORP | Stock | 10,500 | $112.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 20,440 | $92.2 萬 | 1.0% | +20,440 | 新進 | – |
| EVRGEvergy, Inc. | Stock | 11,400 | $74.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,450 | $74.2 萬 | 0.8% | +910+25.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,050 | $73.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,408 | $63.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FLOFlowers Foods Inc | COM | 22,676 | $59.7 萬 | 0.7% | +40.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 26,741 | $56.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $48.8 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,455 | $47.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,000 | $37.7 萬 | 0.4% | +2,350+64.4% | 加碼 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 9,856 | $36.9 萬 | 0.4% | +8,781+816.8% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,248 | $31.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,002 | $30.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,452 | $28.6 萬 | 0.3% | −85−5.5% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $24.9 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $23.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,000 | $22.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,500 | $21.2 萬 | 0.2% | +760+102.7% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 5,000 | $21.1 萬 | 0.2% | +2,150+75.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,521 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,400 | $18.1 萬 | 0.2% | +620+79.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 687 | $17.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRMKTrustmark Corp | COM | 3,630 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 17,300 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 4,000 | $9.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,377 | $9.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 750 | $9.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 6,468 | $8.70 萬 | 0.1% | +6,468 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 338 | $7.50 萬 | 0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 510 | $6.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 770 | $5.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 1,055 | $5.40 萬 | 0.1% | +1,051+26,275.0% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 941 | $5.20 萬 | 0.1% | +937+23,425.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 285 | $5.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 100 | $5.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 922 | $5.00 萬 | 0.1% | +918+22,950.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 377 | $5.00 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Chase Bank NA CD M/W CLBL48128WGW9 | CD M/W CLBL | – | $4.90 萬 | 0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 200 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| WTRGEssential Utilities, Inc. | COM | 905 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 418 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVCOCavco Industries, Inc. | COM | 200 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Beal BK Plano Tex CD07371AWP4 | CD | – | $3.90 萬 | <0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 721 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WPCW. P. Carey Inc. | COM | 443 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 355 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 3,170 | $3.60 萬 | <0.1% | −680−17.7% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 140 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 400 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 847 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 800 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 157 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 4,415 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 200 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 208 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 125 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| OGNOrganon & Co. | Stock | 645 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 100 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 200 | $2.10 萬 | <0.1% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| BPBP PLC | ADR | 709 | $2.00 萬 | <0.1% | +709 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 518 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 98 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 541 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,705 | $1.70 萬 | <0.1% | −256−13.1% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 300 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 148 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 60 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 126 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 405 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 174 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 550 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 100 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DINOHF Sinclair Corp | COM | 212 | $1.00 萬 | <0.1% | −800−79.1% | 減碼 | 歷史 |
| MPXMarine Products Group, LLC | COM | 1,000 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nintendo Ltd ADR654445303 | ADR | 150 | $8,000 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 75 | $7,000 | <0.1% | −100−57.1% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 209 | $5,000 | <0.1% | 00.0% | 不變 | – |
| OYSTOyster Point Pharma, Inc. | COM | 1,100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 33 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 80 | $4,000 | <0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 100 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KAMNKAMAN Corp | COM | 127 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 66 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 50 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 390 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vtech Holdings Limited Unspon ADR928929207 | COM | 375 | $3,000 | <0.1% | 00.0% | 不變 | – |
| Gamehost Inc Com36468B104 | COM | 400 | $3,000 | <0.1% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 50 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GELGenesis Energy LP | UNIT LTD PARTN | 200 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（17 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 14,289 | $74.9 萬 | 0.8% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 6,600 | $18.3 萬 | 0.2% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 789 | $8.50 萬 | 0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 78 | $3.50 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 436 | $3.20 萬 | <0.1% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 462 | $2.40 萬 | <0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 411 | $2.00 萬 | <0.1% | – |
| PSXPhillips 66 | Stock | 225 | $1.90 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 172 | $1.40 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157 | $7,000 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 30 | $4,000 | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30 | $4,000 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 45 | $4,000 | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 111 | $4,000 | <0.1% | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 30 | $2,000 | <0.1% | – |
| GSKGSK plc | SPONSORED ADR | 6 | $0 | 0.0% | 歷史 |
| Sears Canada Inc81234D109 | COM | 42 | $0 | 0.0% | – |