Gilpin Wealth Management, LLC 13F 持仓 · 2026年Q3
Gilpin Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 1,420 只证券，申报市值合计 1.48 亿美元。前几大持仓：NVDA（3.96%）、FTNT（3.29%）、VTI（2.94%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $5.9M | 3.96% | 25,656 | 增持 |
| 2 | FTNT | FORTINET INC | $4.9M | 3.29% | 27,193 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $4.4M | 2.94% | 11,631 | 持平 |
| 4 | AAPL | APPLE INC | $4.2M | 2.83% | 12,590 | 增持 |
| 5 | IVV | ISHARES TR | $4.1M | 2.74% | 5,300 | 减持 |
| 6 | VXF | VANGUARD INDEX FDS | $3.7M | 2.47% | 15,764 | 增持 |
| 7 | FLRN | SPDR SERIES TRUST | $3.4M | 2.30% | 110,381 | 增持 |
| 8 | BIL | SPDR SERIES TRUST | $3.3M | 2.22% | 35,773 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $3.1M | 2.09% | 6,018 | 增持 |
| 10 | GOOGL | ALPHABET INC | $2.9M | 1.98% | 8,504 | 减持 |
| 11 | SPYV | SPDR SERIES TRUST | $2.6M | 1.79% | 43,270 | 增持 |
| 12 | AMZN | AMAZON COM INC | $2.5M | 1.68% | 9,983 | 增持 |
| 13 | VLUE | ISHARES TR | $2.5M | 1.68% | 12,565 | 减持 |
| 14 | SPIB | SPDR SERIES TRUST | $2.5M | 1.66% | 76,205 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.64% | 7,320 | 增持 |
| 16 | AOK | ISHARES TR | $2.3M | 1.56% | 57,348 | 减持 |
| 17 | BINC | BLACKROCK ETF TRUST II | $2.2M | 1.52% | 44,164 | 减持 |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.28% | 37,554 | 增持 |
| 19 | SPSB | SPDR SERIES TRUST | $1.9M | 1.27% | 63,481 | 增持 |
| 20 | DGRO | ISHARES TR | $1.7M | 1.16% | 22,740 | 增持 |
| 21 | ET | ENERGY TRANSFER L P | $1.7M | 1.15% | 86,007 | 持平 |
| 22 | AMGN | AMGEN INC | $1.7M | 1.14% | 4,013 | 减持 |
| 23 | GOOG | ALPHABET INC | $1.6M | 1.06% | 4,622 | 减持 |
| 24 | EPD | ENTERPRISE PRODS PARTNERS L | $1.5M | 1.01% | 42,144 | 持平 |
| 25 | IWB | ISHARES TR | $1.5M | 1.01% | 3,596 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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