Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 40
- 較 2025 年第 1 季 +3
- 總值
- $1.34 億
- 較 2025 年第 1 季 +$979.6 萬 (+7.9%)
| 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 | 130,441 | $3,964 萬 | 29.5% | −6,930−5.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 349,252 | $2,572 萬 | 19.1% | +7,002+2.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 30,964 | $1,759 萬 | 13.1% | +3,322+12.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 221,101 | $1,528 萬 | 11.4% | −3,162−1.4% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $581.3 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,594 | $340.6 萬 | 2.5% | −464−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,088 | $286.5 萬 | 2.1% | −134−1.1% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 41,809 | $281.0 萬 | 2.1% | +1,447+3.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 12,417 | $196.2 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 12,698 | $181.8 萬 | 1.4% | +1,450+12.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 15,000 | $177.0 萬 | 1.3% | +2,000+15.4% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,000 | $156.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 6,831 | $140.2 萬 | 1.0% | +10.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,050 | $106.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,105 | $95.8 萬 | 0.7% | +100+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,008 | $95.7 萬 | 0.7% | −400−6.2% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 12,596 | $86.8 萬 | 0.6% | +1,196+10.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $78.6 萬 | 0.6% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 10,000 | $70.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 6,248 | $64.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 19,711 | $57.0 萬 | 0.4% | +3,000+18.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,008 | $49.4 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,125 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 2,000 | $45.8 萬 | 0.3% | +2,000 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,500 | $44.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $42.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,700 | $41.1 萬 | 0.3% | −350−11.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,857 | $38.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 2,399 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 10,709 | $32.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $29.8 萬 | 0.2% | 00.0% | 不變 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,390 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBSISouthside Bancshares Inc | COM | 9,856 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 873 | $28.9 萬 | 0.2% | +873 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 670 | $26.0 萬 | 0.2% | +670 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 5,445 | $25.8 萬 | 0.2% | +125+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 866 | $24.2 萬 | 0.2% | −100−10.4% | 減碼 | – |
| ENBEnbridge Inc | Stock | 5,000 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 687 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLOFlowers Foods Inc | COM | 18,822 | $16.2 萬 | 0.1% | −600−3.1% | 減碼 | 歷史 |