Gibson Capital, LLC
CIK 1427372 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $105.8M
- 持仓
- 94
- 截至
- 2026年6月30日
按 13F 价值排名第 8262（共 9443） · 前 87.5%
投资组合价值同比（季度）：+11.8% 13F不披露现金
- 前十大持仓权重
- 76.80%
- 前二十五大持仓权重
- 87.98%
- 持仓高于 1%
- 11
- 有效持仓数量
- 12.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.44% 估计买入 $5272382 · 卖出 $3449154
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.9% 仍持有
- 新仓位
- 11
- 增加
- 16
- 减少
- 20
- 已结清
- 4
本页内容
行业细分
Industrials
10.9%
Technology
1.9%
Financials
1.0%
Communication Services
0.9%
Energy
0.5%
Retail
0.3%
Financial Services
0.2%
Communications
0.2%
Consumer products
0.1%
Consumer Staples
0.1%
Healthcare
0.1%
其他/未映射
83.8%
完整投资组合 94 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFSU | $17521922 | 16.56% | 375765 | $2081738 | |||
| BRKA | $15725850 | 14.86% | 21 | $644910 | |||
| VV | $12058860 | 11.39% | 35064 | $1511248 | 下跌 ×1 | ||
| DCO Ducommun Incorporated Common Stock | $9351623 | 8.84% | 50492 | $1759685 | 下跌 ×5 | ||
| VIG | $6509180 | 6.15% | 27509 | $586643 | 下跌 ×1 | ||
| DFAT | $6220611 | 5.88% | 88993 | $598737 | 下跌 ×2 | ||
| IAU | $5180239 | 4.89% | 68603 | $-1014530 | 下跌 ×3 | ||
| DSI | $3519169 | 3.33% | 24715 | $523716 | 下跌 ×2 | ||
| VOO | $2885289 | 2.73% | 4201 | $204680 | 下跌 ×2 | ||
| VO | $2307847 | 2.18% | 28644 | $236418 | 上涨 ×1 | ||
| VB | $1562887 | 1.48% | 5156 | $207189 | 下跌 ×1 | ||
| RWR | $1016165 | 0.96% | 8995 | $107940 | |||
| IWF | $958592 | 0.91% | 7720 | $135640 | 上涨 ×1 | ||
| DFEV | $916521 | 0.87% | 21481 | $148048 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $764187 | 0.72% | 2641 | $77696 | 下跌 ×1 | ||
| VTI | $759307 | 0.72% | 2052 | $111284 | 上涨 ×1 | ||
| SCHX | $725420 | 0.69% | 24649 | $83164 | 下跌 ×1 | ||
| VBR | $703699 | 0.66% | 2896 | $73891 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $689724 | 0.65% | 1930 | $633650 | 上涨 ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $683406 | 0.65% | 20529 | $-104012 | 上涨 ×1 | ||
| TIP | $639029 | 0.60% | 5840 | $-5430 | |||
| VEA | $620969 | 0.59% | 8715 | $76481 | 上涨 ×2 | ||
| FELG | $617805 | 0.58% | 14121 | $88399 | |||
| BRKB | $609725 | 0.58% | 1219 | $40675 | 上涨 ×2 | ||
| FN Fabrinet Ordinary Shares | $562080 | 0.53% | 1000 | 上涨 ×1 | |||
| EEM | $534966 | 0.51% | 7820 | $90868 | |||
| IWD | $520255 | 0.49% | 2146 | $61719 | |||
| USMV | $515675 | 0.49% | 5346 | $19887 | |||
| JUST | $502748 | 0.48% | 4712 | $-66660 | 下跌 ×1 | ||
| DISV | $466993 | 0.44% | 11637 | $8030 | |||
| ESLT Elbit Systems Ltd. - Ordinary Shares | $455232 | 0.43% | 600 | $-54222 | |||
| EFA | $452605 | 0.43% | 4357 | $29410 | |||
| FNB F.N.B. Corporation Common Stock | $415486 | 0.39% | 21776 | $51391 | |||
| FITB Fifth Third Bancorp - Common Stock | $412234 | 0.39% | 7313 | $72472 | |||
| COHR Coherent Corp. Common Stock | $394470 | 0.37% | 1000 | $156260 | |||
| IWB | $392301 | 0.37% | 958 | $50717 | |||
| SPDW | $352831 | 0.33% | 7002 | $33190 | |||
| MSFT Microsoft Corporation - Common Stock | $339448 | 0.32% | 910 | $742 | 下跌 ×1 | ||
| FRDM | $333445 | 0.32% | 4574 | $83476 | |||
| CAT Caterpillar, Inc. Common Stock | $333314 | 0.31% | 313 | $111566 | |||
| AMZN Amazon.com, Inc. - Common Stock | $323719 | 0.31% | 1358 | $-73620 | 下跌 ×1 | ||
| SLV | $319804 | 0.30% | 5981 | $-87741 | |||
| KLAC KLA Corporation - Common Stock | $301710 | 0.29% | 1000 | 上涨 ×1 | |||
| GLD | $294704 | 0.28% | 800 | $-49528 | |||
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $258533 | 0.24% | 8857 | $41873 | 上涨 ×1 | ||
| ACWI iShares MSCI ACWI ETF | $258207 | 0.24% | 1645 | $30596 | |||
| FENI | $256969 | 0.24% | 6403 | $18762 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $254398 | 0.24% | 720 | $225706 | 上涨 ×1 | ||
| BIV | $249275 | 0.24% | 3250 | $-1560 | |||
| CVX Chevron Corporation Common Stock | $244662 | 0.23% | 1476 | $-60722 | |||
| MMM 3M Company Common Stock | $239937 | 0.23% | 1482 | $25015 | 上涨 ×4 | ||
| IUSV iShares Core S&P U.S. Value ETF | $231976 | 0.22% | 2106 | $16637 | |||
| SCHD | $226505 | 0.21% | 7143 | $7358 | |||
| TPL Texas Pacific Land Corporation Common Stock | $218820 | 0.21% | 500 | 上涨 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $214028 | 0.20% | 680 | ||||
| CVIE | $213552 | 0.20% | 2512 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $213535 | 0.20% | 759 | $29677 | |||
| BLK BlackRock, Inc. Common Stock | $209620 | 0.20% | 218 | $-33 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $209196 | 0.20% | 1781 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $193184 | 0.18% | 965 | $24379 | 下跌 ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $171897 | 0.16% | 698 | $27737 | 上涨 ×1 | ||
| AVDV | $165395 | 0.16% | 1605 | $127 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $151100 | 0.14% | 400 | ||||
| PG Procter & Gamble Company (The) Common Stock | $138282 | 0.13% | 943 | $2075 | |||
| AVES | $120704 | 0.11% | 1840 | $10341 | |||
| XOM Exxon Mobil Corporation Common Stock | $114845 | 0.11% | 840 | $-27669 | |||
| SCHB | $104604 | 0.10% | 3612 | $13943 | |||
| VNQ | $88137 | 0.08% | 914 | $8130 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $83987 | 0.08% | 1167 | $8131 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $28786 | 0.03% | 24 | ||||
| FNDE | $27181 | 0.03% | 685 | $973 | |||
| ABBV AbbVie Inc. Common Stock | $26422 | 0.02% | 105 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $25911 | 0.02% | 46 | $-29013 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $21513 | 0.02% | 61 | $-2167 | 下跌 ×1 | ||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $20479 | 0.02% | 203 | $2993 | |||
| V Visa Inc. | $15782 | 0.01% | 46 | $1879 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $14062 | 0.01% | 33 | $-14909 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $12439 | 0.01% | 38 | $-27567 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $8207 | 0.01% | 56 | $-31 | |||
| QQQ Invesco QQQ Trust, Series 1 | $7364 | 0.01% | 10 | $1592 | |||
| EHC Encompass Health Corporation Common Stock | $5433 | 0.01% | 54 | $233 | |||
| MA Mastercard Incorporated Common Stock | $3518 | 0.00% | 7 | $1095 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3470 | 0.00% | 27 | $703 | 上涨 ×1 | ||
| ITOT | $2663 | 0.00% | 16 | $404 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $1982 | 0.00% | 1 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $1586 | 0.00% | 14 | $-154 | |||
| INTC Intel Corporation - Common Stock | $1117 | 0.00% | 8 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1057 | 0.00% | 13 | $68 | |||
| COST Costco Wholesale Corporation - Common Stock | $935 | 0.00% | 1 | $-61 | |||
| PM Philip Morris International Inc Common Stock | $905 | 0.00% | 5 | $78 | |||
| SYK Stryker Corporation Common Stock | $315 | 0.00% | 1 | $-14 | |||
| FAST Fastenal Company - Common Stock | $96 | 0.00% | 2 | $3 | |||
| STRV Strive 500 ETF | $48 | 0.00% | 1 | $6 | |||
| IVV | $4 | 0.00% | 0 | $0 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFSU | 仅价格变动 | +0 | +$2.1M |
| DCO | 削减 | -12K | +$1.8M |
| VV | 削减 | -230 | +$1.5M |
| IAU | 削减 | -2K | -$1.0M |
| BRKA | 仅价格变动 | +0 | +$645K |
| DFAT | 削减 | -1K | +$599K |
| VIG | 削减 | -30 | +$587K |
| DSI | 削减 | -2 | +$524K |
| VO | 增持 | +21K | +$236K |
| VB | 削减 | -20 | +$207K |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| MGC | 2025年9月30日 | 4560 | $1025635 | 不再跟踪 |
| GEV | 2025年9月30日 | 699 | $369729 | 57.8% |
| DXYZ | 2026年6月30日 | 10000 | $267800 | 30.9% |
| VTV | 2025年6月30日 | 1487 | $256864 | 不再跟踪 |
| SNPS | 2025年12月31日 | 504 | $248521 | -15.2% |
| DIA | 2025年12月31日 | 515 | $238826 | 不再跟踪 |
| LMT | 2025年6月30日 | 500 | $223355 | 22.8% |
| SDY | 2025年9月30日 | 1622 | $220154 | 不再跟踪 |
| IHI | 2025年9月30日 | 3262 | $204332 | 不再跟踪 |
| BSV | 2025年3月31日 | 2620 | $202447 | 不再跟踪 |
| NSC | 2025年12月31日 | 671 | $201687 | 20.5% |
| TSM | 2025年3月31日 | 883 | $174443 | 153.1% |
| ZTS | 2025年3月31日 | 1025 | $167003 | -53.5% |
| LLY | 2025年3月31日 | 204 | $157687 | 51.3% |
| PSBD | 2025年12月31日 | 12490 | $153252 | -16.2% |
| AVES | 2025年3月31日 | 2680 | $123816 | 不再跟踪 |
| MLNK | 2025年12月31日 | 4150 | $82710 | 不再跟踪 |
| LMT | 2026年6月30日 | 135 | $81593 | 11.6% |
| AVGO | 2025年6月30日 | 286 | $47898 | 35.2% |
| TSLA | 2025年12月31日 | 53 | $23570 | -22.5% |
| TSLA | 2026年6月30日 | 53 | $19703 | -17.1% |
| PLTR | 2026年6月30日 | 82 | $11995 | 48.3% |
| TT | 2025年12月31日 | 1 | $422 | 16.9% |
| FAST | 2025年12月31日 | 2 | $98 | 26.9% |