Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- 最新申報
- 2026/7/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/22 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 125
- 較 2022 年第 2 季 +1
- 總值
- $8,698 萬
- 較 2022 年第 2 季 −$274.2 萬 (−3.1%)
| 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 | 125,081 | $2,245 萬 | 25.8% | +4,813+4.0% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 441,961 | $2,126 萬 | 24.4% | +7,477+1.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,479 | $935.0 萬 | 10.7% | −1,776−5.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 184,311 | $843.6 萬 | 9.7% | −5,872−3.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $476.1 萬 | 5.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,903 | $237.6 萬 | 2.7% | −1,922−12.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,469 | $170.0 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 10,622 | $152.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 31,738 | $140.8 萬 | 1.6% | +5,256+19.8% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,000 | $98.0 萬 | 1.1% | +1,550+34.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,500 | $97.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 20,440 | $86.3 萬 | 1.0% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 10,000 | $86.1 萬 | 1.0% | +1,950+24.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,508 | $82.2 萬 | 0.9% | +2,100+47.6% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 11,400 | $67.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,000 | $56.0 萬 | 0.6% | +4,000+66.7% | 加碼 | 歷史 |
| FLOFlowers Foods Inc | COM | 22,380 | $55.3 萬 | 0.6% | −296−1.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 34,211 | $52.5 萬 | 0.6% | +7,470+27.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,455 | $47.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $46.3 萬 | 0.5% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 2,500 | $41.0 萬 | 0.5% | +2,500 | 新進 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 9,856 | $34.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,002 | $31.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,248 | $28.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,402 | $26.4 萬 | 0.3% | −50−3.4% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $25.4 萬 | 0.3% | 00.0% | 不變 | – |
| Discover Bank CD254673P75 | CD | – | $24.9 萬 | 0.3% | – | 新進 | – |
| First Republic Bank San Franci CD33616CJZ4 | CD | – | $24.9 萬 | 0.3% | – | 新進 | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LEE5 | CD M/W QTRLY CLBL | – | $24.9 萬 | 0.3% | – | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $23.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,000 | $20.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,000 | $18.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,500 | $17.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,353 | $16.4 萬 | 0.2% | −168−11.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 687 | $15.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,400 | $15.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Webster Bank Waterbury CD94768NLF9 | CD | – | $12.5 萬 | 0.1% | – | 新進 | – |
| TRMKTrustmark Corp | COM | 3,630 | $11.1 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 |
| SIRISirius XM Holdings Inc. | COM | 17,300 | $9.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 1,377 | $8.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 750 | $8.50 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 6,468 | $7.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 338 | $7.20 萬 | 0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 510 | $5.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 770 | $5.50 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 922 | $5.30 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 |
| JPMorgan Chase Bank NA CD M/W CLBL48128WGW9 | CD M/W CLBL | – | $4.90 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 285 | $4.70 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 377 | $4.70 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 200 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| CVCOCavco Industries, Inc. | COM | 200 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 140 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Beal BK Plano Tex CD07371AWP4 | CD | – | $3.80 萬 | <0.1% | – | – | – |
| WTRGEssential Utilities, Inc. | COM | 905 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 731 | $3.70 萬 | <0.1% | −210−22.3% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 825 | $3.60 萬 | <0.1% | −230−21.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 300 | $3.40 萬 | <0.1% | +100+50.0% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 355 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 388 | $3.30 萬 | <0.1% | −30−7.2% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 443 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 400 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 721 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 3,170 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 200 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 157 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 100 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Wells Fargo Bank National Assn CD949763Z33 | CD | – | $2.20 萬 | <0.1% | – | 新進 | – |
| INTCIntel Corp | Stock | 800 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 125 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 518 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 208 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 709 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 4,415 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 98 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,705 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 300 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 541 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 645 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 148 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 60 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 126 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 174 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 200 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 405 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DINOHF Sinclair Corp | COM | 192 | $1.00 萬 | <0.1% | −20−9.4% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 75 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 100 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 271 | $8,000 | <0.1% | −576−68.0% | 減碼 | 歷史 |
| MPXMarine Products Group, LLC | COM | 1,000 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OYSTOyster Point Pharma, Inc. | COM | 1,100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 33 | $5,000 | <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 |
| DOCUDocuSign, Inc. | Stock | 50 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AGNTAGNT, Inc. | COM | 264 | $3,000 | <0.1% | +264 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 390 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 66 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（10 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PAASPan American Silver Corp | Stock | 550 | $1.10 萬 | <0.1% | 歷史 |
| Nintendo Ltd ADR654445303 | ADR | 150 | $8,000 | <0.1% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 209 | $5,000 | <0.1% | – |
| Vtech Holdings Limited Unspon ADR928929207 | COM | 375 | $3,000 | <0.1% | – |
| Gamehost Inc Com36468B104 | COM | 400 | $3,000 | <0.1% | – |
| AEMAgnico Eagle Mines Ltd | Stock | 50 | $2,000 | <0.1% | 歷史 |
| GELGenesis Energy LP | UNIT LTD PARTN | 200 | $2,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 48 | $2,000 | <0.1% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 12 | $1,000 | <0.1% | – |
| Sears Holdings Corporation Com812350106 | COM | 100 | $0 | 0.0% | – |