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Grantvest Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Grantvest Financial Group LLC
报告期 2026-03-31 · CIK 0002055216
持仓数
167
前50大市值合计
$109.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 119 项
建仓 14
增持 37
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
CSHI
NEOS ETF TRUST
+$1.3M
162,287
+19%
增持
BUXX
EA SERIES TRUST
+$1.2M
246,036
+32%
建仓
MMAX
ISHARES TR
+$1.0M
40,003
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BINC
BLACKROCK ETF TRUST II
+$916.6K
500,161
+3%
减持
DMAX
ISHARES TR
-$758.4K
100,430
-25%
建仓
MAYM
FIRST TR EXCHNG TRADED FD VI
+$547.6K
17,515
减持
SGOV
ISHARES TR
-$394.5K
50,875
-7%
增持
BBBS
BONDBLOXX ETF TRUST
+$361.5K
12,588
+125%
减持
SMH
VANECK ETF TRUST
+$344.1K
5,481
-2%
减持
NVDA
NVIDIA CORPORATION
+$329.3K
6,830
-1%
增持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$306.1K
26,512
+20%
增持
QQQ
INVESCO QQQ TR
+$300.7K
2,833
+5%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$299.6K
8,980
建仓
OEF
ISHARES TR
+$286.4K
941
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$279.7K
10,963
减持
AAPL
APPLE INC
-$278.7K
13,560
-2%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$278.4K
17,097
+46%
减持
VOO
VANGUARD INDEX FDS
+$252.1K
4,798
-0%
增持
SPYI
NEOS ETF TRUST
+$246.7K
29,367
+14%
增持
LODI
ETF SER SOLUTIONS
+$242.1K
23,718
+67%
建仓
IWF
ISHARES TR
+$238.6K
562
增持
XLK
SELECT SECTOR SPDR TR
+$234.6K
4,985
+0%
增持
QQQI
NEOS ETF TRUST
+$233.4K
42,713
+2%
减持
AMZN
AMAZON COM INC
+$232.3K
11,573
-5%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$225.8K
7,633
清仓
OCTM
FIRST TR EXCHNG TRADED FD VI
-$223.1K
0
-100%
增持
SFEB
FIRST TR EXCHNG TRADED FD VI
+$220.1K
37,983
+31%
建仓
GOOG
ALPHABET INC
+$219.3K
1,236
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$219.2K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$218.0K
4,187
清仓
NOBL
PROSHARES TR
-$216.4K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$210.9K
213
清仓
MARW
AIM ETF PRODUCTS TRUST
-$207.6K
0
-100%
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$205.0K
7,803
建仓
MOTO
GUINNESS ATKINSON FDS
+$202.8K
4,331
建仓
SCHK
SCHWAB STRATEGIC TR
+$202.1K
6,777
建仓
XBI
SPDR SERIES TRUST
+$201.2K
2,426
减持
JNJ
JOHNSON & JOHNSON
-$200.8K
1,657
-39%
减持
SCHD
SCHWAB STRATEGIC TR
-$184.4K
55,002
-6%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$176.4K
3,235
-2%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$171.7K
14,809
-26%
增持
QMMY
FIRST TR EXCHNG TRADED FD VI
+$170.1K
25,131
+24%
增持
TSLA
TESLA INC
+$147.1K
1,637
+14%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$137.8K
11,829
+19%
增持
PFEB
INNOVATOR ETFS TRUST
+$129.5K
9,249
+49%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$122.9K
33,226
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$119.5K
35,315
+7%
增持
STXF
EA SERIES TRUST
+$119.2K
18,215
+8%
增持
STXT
EA SERIES TRUST
+$110.3K
16,914
+47%
增持
DAPR
FIRST TR EXCHNG TRADED FD VI
+$108.3K
8,827
+46%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$107.9K
16,345
+15%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$107.7K
42,604
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$107.1K
1,132
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$99.7K
6,139
-13%
减持
DIS
DISNEY WALT CO
+$93.4K
4,984
-6%
增持
SMAY
FIRST TR EXCHNG TRADED FD VI
+$85.0K
27,290
+12%
减持
AUGM
FIRST TR EXCHNG TRADED FD VI
-$81.5K
24,184
-13%
增持
SNOV
FIRST TR EXCHNG TRADED FD VI
+$80.3K
56,935
+2%
减持
MSFT
MICROSOFT CORP
+$77.8K
1,145
-13%
增持
JNEU
AIM ETF PRODUCTS TRUST
+$77.3K
12,782
+18%
减持
JULT
AIM ETF PRODUCTS TRUST
+$76.7K
23,919
-1%
增持
VTI
VANGUARD INDEX FDS
+$74.3K
1,637
+6%
减持
XLE
SELECT SECTOR SPDR TR
-$67.8K
3,409
-11%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$67.7K
3,399
+11%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$58.7K
30,728
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$58.6K
1,763
-18%
减持
SPHY
SPDR SERIES TRUST
-$55.4K
58,062
-5%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$51.9K
3,671
-11%
减持
—
EXXON MOBIL CORP
-$50.5K
3,715
-2%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$49.3K
10,963
-14%
减持
JULW
AIM ETF PRODUCTS TRUST
+$48.5K
18,437
-0%
增持
SPYG
SPDR SERIES TRUST
+$44.7K
2,986
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$40.7K
35,756
-3%
减持
IWM
ISHARES TR
+$40.6K
3,003
-1%
增持
GLD
SPDR GOLD TR
+$37.4K
1,674
+2%
减持
QCJL
FIRST TR EXCHNG TRADED FD VI
+$35.3K
18,129
-0%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$35.2K
9,000
-0%
增持
MAXJ
ISHARES TR
+$35.0K
18,340
+1%
减持
JANW
AIM ETF PRODUCTS TRUST
+$34.5K
42,937
-3%
减持
VO
VANGUARD INDEX FDS
+$33.0K
1,773
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$32.3K
871
+2%
减持
SMAX
ISHARES TR
-$31.5K
65,308
-6%
减持
VOE
VANGUARD INDEX FDS
-$31.0K
3,276
-8%
减持
QCOC
FIRST TR EXCHNG TRADED FD VI
-$29.6K
11,763
-17%
增持
XLV
SELECT SECTOR SPDR TR
-$27.5K
2,503
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$27.4K
1,238
-8%
减持
SCHX
SCHWAB STRATEGIC TR
+$27.4K
17,259
-3%
减持
SEPW
AIM ETF PRODUCTS TRUST
+$25.1K
17,829
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$22.5K
7,573
-3%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$22.5K
25,530
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$21.2K
20,188
-7%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$20.6K
4,653
-9%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$19.6K
21,978
-5%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$17.7K
8,878
-1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$16.2K
20,408
-6%
减持
V
VISA INC
-$12.9K
1,005
-5%
减持
JUNW
AIM ETF PRODUCTS TRUST
+$12.8K
22,360
-5%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$11.1K
14,755
-6%
减持
MGV
VANGUARD WORLD FD
+$10.6K
18,451
-1%
减持
—
EA SERIES TRUST
+$9.5K
12,709
-4%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$9.4K
8,512
-9%
减持
JULU
AIM ETF PRODUCTS TRUST
-$8.2K
23,164
-9%
减持
CAT
CATERPILLAR INC
+$7.3K
690
-13%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$6.9K
11,072
-6%
增持
SPYV
SPDR SERIES TRUST
+$6.7K
4,526
+0%
减持
BND
VANGUARD BD INDEX FDS
-$5.5K
3,441
-2%
增持
T
AT&T INC
+$5.2K
7,523
+0%
减持
DECW
AIM ETF PRODUCTS TRUST
-$4.8K
11,047
-6%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.5K
3,563
+0%
减持
PDEC
INNOVATOR ETFS TRUST
+$3.9K
6,891
-5%
增持
KO
COCA COLA CO
-$2.8K
3,280
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1K
1,234
-4%
减持
XLU
SELECT SECTOR SPDR TR
+$2.1K
3,007
-3%
减持
OCTW
AIM ETF PRODUCTS TRUST
+$1.3K
8,092
-5%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.2K
2,886
-8%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$1.1K
7,333
-6%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$947
12,714
-6%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$945
40,287
-5%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$939
11,272
-9%
