Gibson Capital, LLC 13F 持仓 · 2026年Q2
Gibson Capital 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 94 只证券,申报市值合计 6.10 亿美元。前几大持仓:VTI(51.27%)、VNQ(22.07%)、BSVO(3.14%)。本季前 25 大持仓中:增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $312.5M | 51.27% | 844,461 | 减持 |
| 2 | VNQ | VANGUARD REAL ESTATE ETF | $134.5M | 22.07% | 1.4M | 增持 |
| 3 | BSVO | BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF | $19.2M | 3.14% | 656,307 | 增持 |
| 4 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $17.5M | 2.87% | 375,765 | 持平 |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $15.7M | 2.58% | 21 | 持平 |
| 6 | VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $12.1M | 1.98% | 35,064 | 减持 |
| 7 | DCO | DUCOMMUN INC DEL COM | $9.4M | 1.53% | 50,492 | 减持 |
| 8 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.5M | 1.07% | 27,509 | 减持 |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $6.2M | 1.02% | 88,993 | 减持 |
| 10 | IAU | ISHARES GOLD TRUST | $5.2M | 0.85% | 68,603 | 减持 |
| 11 | AAPL | APPLE INC COM | $4.9M | 0.81% | 17,000 | 减持 |
| 12 | CAT | CATERPILLAR INC COM | $4.4M | 0.72% | 4,117 | 持平 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 0.65% | 7,889 | 增持 |
| 14 | DSI | ISHARES ESG MSCI KLD 400 ETF | $3.5M | 0.58% | 24,715 | 减持 |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $3.3M | 0.54% | 9,333 | 增持 |
| 16 | VOO | VANGUARD S&P 500 ETF | $2.9M | 0.47% | 4,201 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION COM | $2.6M | 0.43% | 13,020 | 减持 |
| 18 | AVES | AVANTIS EMERGING MARKETS VALUE ETF | $2.4M | 0.39% | 36,601 | 减持 |
| 19 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | $2.3M | 0.38% | 28,644 | 增持 |
| 20 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.7M | 0.27% | 16,162 | 减持 |
| 21 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1.6M | 0.26% | 5,156 | 减持 |
| 22 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.5M | 0.25% | 9,199 | 增持 |
| 23 | AMZN | AMAZON COM INC COM | $1.5M | 0.24% | 6,257 | 减持 |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | $1.4M | 0.23% | 3,991 | 增持 |
| 25 | MSFT | MICROSOFT CORP COM | $1.4M | 0.23% | 3,710 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR