Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 126
- 較 2022 年第 3 季 +1
- 總值
- $52.0 億
- 較 2022 年第 3 季 +$51.1 億 (+5,876.6%)
| 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 | 6,931,909 | $13.4 億 | 25.7% | +6,806,828+5,441.9% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,884,009 | $9.47 億 | 18.2% | +19,442,048+4,399.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,638,171 | $5.79 億 | 11.1% | +1,609,692+5,652.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,081,047 | $5.05 億 | 9.7% | +9,896,736+5,369.6% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 1,430,667 | $3.38 億 | 6.5% | +1,407,958+6,200.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 773,563 | $1.43 億 | 2.8% | +759,660+5,464.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,226,547 | $1.31 億 | 2.5% | +1,207,078+6,200.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 669,186 | $1.17 億 | 2.2% | +658,564+6,200.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,082,583 | $1.01 億 | 1.9% | +2,050,845+6,461.8% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 786,500 | $7,568 萬 | 1.5% | +776,000+7,390.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 378,000 | $6,742 萬 | 1.3% | +372,000+6,200.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 630,000 | $6,440 萬 | 1.2% | +620,000+6,200.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 410,004 | $5,748 萬 | 1.1% | +403,496+6,200.0% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 1,287,720 | $5,665 萬 | 1.1% | +1,267,280+6,200.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 376,031 | $5,374 萬 | 1.0% | +372,576+10,783.7% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 718,200 | $4,313 萬 | 0.8% | +706,800+6,200.0% | 加碼 | 歷史 |
| FLOFlowers Foods Inc | COM | 1,406,940 | $3,953 萬 | 0.8% | +1,384,560+6,186.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 2,155,293 | $3,858 萬 | 0.7% | +2,121,082+6,200.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 630,000 | $3,803 萬 | 0.7% | +620,000+6,200.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 378,624 | $3,453 萬 | 0.7% | +375,376+11,557.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 157,500 | $3,429 萬 | 0.7% | +155,000+6,200.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 661,500 | $3,143 萬 | 0.6% | +651,000+6,200.0% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 126,126 | $2,103 萬 | 0.4% | +124,124+6,200.0% | 加碼 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 554,211 | $1,966 萬 | 0.4% | +544,355+5,523.1% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 157,500 | $1,917 萬 | 0.4% | +155,000+6,200.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 82,215 | $1,675 萬 | 0.3% | +80,813+5,764.1% | 加碼 | – |
| First Republic Bank San Franci CD33616CJZ4 | CD | – | $1,571 萬 | 0.3% | – | – | – |
| Discover Bank CD254673P75 | CD | – | $1,571 萬 | 0.3% | – | – | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LEE5 | CD M/W QTRLY CLBL | – | $1,565 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 119,400 | $1,462 萬 | 0.3% | +118,000+8,428.6% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 63,000 | $1,457 萬 | 0.3% | +62,000+6,200.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 94,500 | $1,304 萬 | 0.3% | +93,000+6,200.0% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 315,000 | $1,232 萬 | 0.2% | +310,000+6,200.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 43,281 | $1,142 萬 | 0.2% | +42,594+6,200.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 76,200 | $1,131 萬 | 0.2% | +76,200 | 新進 | 歷史 |
| Mountain Comm BK Erwin Tenn CD Mthly62400PKC3 | CD MTHLY | – | $999.8 萬 | 0.2% | – | 新進 | – |
| United Fidelity Bank CD910286FN8 | CD | – | $999.7 萬 | 0.2% | – | 新進 | – |
| University Bank CD Mthly914098DD7 | CD MTHLY | – | $999.7 萬 | 0.2% | – | 新進 | – |
| Wells Fargo Bank National Assn CD9497633B0 | CD | – | $817.9 萬 | 0.2% | – | 新進 | – |
| Customers BK Phoenixville Pa CD23204HLF3 | CD | – | $814.0 萬 | 0.2% | – | 新進 | – |
| AMZNAmazon Com Inc | Stock | 82,600 | $812.2 萬 | 0.2% | +82,300+27,433.3% | 加碼 | 歷史 |
| TRMKTrustmark Corp | COM | 228,690 | $798.9 萬 | 0.2% | +225,060+6,200.0% | 加碼 | 歷史 |
| Webster Bank Waterbury CD94768NLF9 | CD | – | $785.2 萬 | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 163,937 | $580.5 萬 | 0.1% | +163,937 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 86,751 | $577.2 萬 | 0.1% | +85,374+6,200.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 47,250 | $552.8 萬 | 0.1% | +46,500+6,200.0% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 391,134 | $444.9 萬 | 0.1% | +384,666+5,947.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 32,130 | $408.2 萬 | 0.1% | +31,620+6,200.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 48,510 | $365.8 萬 | 0.1% | +47,740+6,200.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,300 | $333.7 萬 | 0.1% | +6,200+6,200.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,955 | $310.0 萬 | 0.1% | +17,670+6,200.0% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 8,820 | $289.8 萬 | 0.1% | +8,680+6,200.0% | 加碼 | 歷史 |
| CVCOCavco Industries, Inc. | COM | 12,600 | $279.8 萬 | 0.1% | +12,400+6,200.0% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 12,600 | $276.1 萬 | 0.1% | +12,400+6,200.0% | 加碼 | – |
| WTRGEssential Utilities, Inc. | COM | 57,015 | $258.1 萬 | <0.1% | +56,110+6,200.0% | 加碼 | 歷史 |
| Western Alliance Bancorp CD95763PJF9 | CD | – | $240.0 萬 | <0.1% | – | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,365 | $238.0 萬 | <0.1% | +22,010+6,200.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 18,724 | $237.8 萬 | <0.1% | +18,724 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,875 | $233.9 萬 | <0.1% | +7,000+800.0% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 25,200 | $226.5 萬 | <0.1% | +24,800+6,200.0% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 27,909 | $214.0 萬 | <0.1% | +27,466+6,200.0% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 31,562 | $201.5 萬 | <0.1% | +30,831+4,217.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,600 | $179.5 萬 | <0.1% | +12,400+6,200.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,423 | $171.1 萬 | <0.1% | +44,702+6,200.0% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 270,900 | $166.6 萬 | <0.1% | +253,600+1,465.9% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,805 | $149.9 萬 | <0.1% | +14,417+3,715.7% | 加碼 | 歷史 |
| HSYHershey Co | COM | 6,300 | $145.2 萬 | <0.1% | +6,200+6,200.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 32,634 | $144.4 萬 | <0.1% | +32,116+6,200.0% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 13,104 | $144.1 萬 | <0.1% | +12,896+6,200.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 50,400 | $140.0 萬 | <0.1% | +49,600+6,200.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 107,415 | $128.9 萬 | <0.1% | +105,710+6,200.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,400 | $118.3 萬 | <0.1% | +12,400 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 18,900 | $118.0 萬 | <0.1% | +18,600+6,200.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 34,083 | $117.4 萬 | <0.1% | +33,542+6,200.0% | 加碼 | 歷史 |
| Beal BK Plano Tex CD07371BCG4 | CD | – | $109.6 萬 | <0.1% | – | 新進 | – |
| BMO Harris BK Natl Assn Chicag CD05600XJT8 | CD | – | $109.5 萬 | <0.1% | – | 新進 | – |
| OGNOrganon & Co. | Stock | 40,635 | $103.9 萬 | <0.1% | +39,990+6,200.0% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,962 | $94.0 萬 | <0.1% | +10,788+6,200.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,780 | $91.3 萬 | <0.1% | +3,720+6,200.0% | 加碼 | – |
| HALHalliburton Co | Stock | 25,515 | $90.3 萬 | <0.1% | +25,110+6,200.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,324 | $89.4 萬 | <0.1% | +9,176+6,200.0% | 加碼 | – |
| ETREntergy Corp | COM | 7,938 | $87.0 萬 | <0.1% | +7,812+6,200.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 12,600 | $79.7 萬 | <0.1% | +12,400+6,200.0% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 12,096 | $69.6 萬 | <0.1% | +11,904+6,200.0% | 加碼 | 歷史 |
| MPXMarine Products Group, LLC | COM | 63,000 | $66.3 萬 | <0.1% | +62,000+6,200.0% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 17,073 | $61.6 萬 | <0.1% | +16,802+6,200.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,300 | $59.5 萬 | <0.1% | +6,200+6,200.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 4,725 | $57.4 萬 | <0.1% | +4,650+6,200.0% | 加碼 | 歷史 |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 35,910 | $38.5 萬 | <0.1% | +32,740+1,032.8% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,079 | $31.0 萬 | <0.1% | +2,046+6,200.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,300 | $28.5 萬 | <0.1% | +6,200+6,200.0% | 加碼 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 9,064 | $26.7 萬 | <0.1% | +9,064 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,040 | $26.2 萬 | <0.1% | +4,960+6,200.0% | 加碼 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 24,570 | $21.2 萬 | <0.1% | +24,180+6,200.0% | 加碼 | 歷史 |
| Fvcbankcorp Inc CD302978BR1 | CD | – | $19.8 萬 | <0.1% | – | 新進 | – |
| KAMNKAMAN Corp | COM | 8,001 | $19.4 萬 | <0.1% | +7,874+6,200.0% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 4,158 | $15.8 萬 | <0.1% | +4,092+6,200.0% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,150 | $15.3 萬 | <0.1% | +3,100+6,200.0% | 加碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 8,712 | $10.7 萬 | <0.1% | +8,448+3,200.0% | 加碼 | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 5,670 | $9.90 萬 | <0.1% | +5,580+6,200.0% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（14 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABoeing Co | Stock | 1,353 | $16.4 萬 | 0.2% | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 4,000 | $9.90 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 338 | $7.20 萬 | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W CLBL48128WGW9 | CD M/W CLBL | – | $4.90 萬 | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 377 | $4.70 萬 | 0.1% | – |
| Beal BK Plano Tex CD07371AWP4 | CD | – | $3.80 萬 | <0.1% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 157 | $2.60 萬 | <0.1% | – |
| Wells Fargo Bank National Assn CD949763Z33 | CD | – | $2.20 萬 | <0.1% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 125 | $2.10 萬 | <0.1% | – |
| BPBP PLC | ADR | 709 | $2.00 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 4,415 | $2.00 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 98 | $1.90 萬 | <0.1% | – |
| OYSTOyster Point Pharma, Inc. | COM | 1,100 | $6,000 | <0.1% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 19 | $1,000 | <0.1% | 歷史 |