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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 142 项
建仓 19
增持 43
减持 76
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
CPSJ
CALAMOS ETF TR
+$2.1M
78,692
减持
SGOV
ISHARES TR
-$1.9M
31,754
-38%
建仓
CPSA
CALAMOS ETF TR
+$1.7M
63,950
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。
减持
DMAX
ISHARES TR
-$883.7K
64,625
-36%
建仓
CAIE
CALAMOS ETF TR
+$858.5K
31,253
减持
MMAX
ISHARES TR
-$722.7K
11,663
-71%
建仓
QCJA
FIRST TR EXCHNG TRADED FD VI
+$702.7K
32,782
建仓
DECU
AIM ETF PRODUCTS TRUST
+$687.7K
25,583
建仓
QMAG
FIRST TR EXCHNG TRADED FD VI
+$598.6K
25,784
增持
BINC
BLACKROCK ETF TRUST II
+$598.0K
507,635
+1%
增持
MAXJ
ISHARES TR
+$555.6K
37,795
+106%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$550.7K
42,725
+29%
清仓
MAYM
FIRST TR EXCHNG TRADED FD VI
-$547.6K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$389.9K
2,528
减持
AAPL
APPLE INC
+$371.8K
12,386
-9%
增持
CSHI
NEOS ETF TRUST
+$358.6K
169,521
+4%
增持
IWF
ISHARES TR
+$337.9K
1,231
+119%
清仓
DAPR
FIRST TR EXCHNG TRADED FD VI
-$332.8K
0
-100%
建仓
CPST
CALAMOS ETF TR
+$326.2K
12,212
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$310.1K
5,974
建仓
ITA
ISHARES TR
+$288.5K
1,379
增持
SMH
VANECK ETF TRUST
+$283.4K
5,552
+1%
建仓
AUGU
AIM ETF PRODUCTS TRUST
+$281.0K
9,692
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$278.5K
23,396
-24%
建仓
PULS
PGIM ETF TR
+$267.7K
5,373
建仓
QMNV
FIRST TR EXCHNG TRADED FD VI
+$260.8K
11,695
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$253.3K
8,998
-43%
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$244.8K
8,647
增持
QQQ
INVESCO QQQ TR
+$237.3K
2,998
+6%
清仓
KO
COCA COLA CO
-$232.0K
0
-100%
增持
GSEP
FIRST TR EXCHNG TRADED FD VI
+$223.6K
12,158
+86%
减持
SMAX
ISHARES TR
-$221.0K
55,252
-15%
增持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$220.0K
37,085
+22%
清仓
COST
COSTCO WHSL CORP NEW
-$210.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$210.8K
6,913
+1%
建仓
BDEC
INNOVATOR ETFS TRUST
+$207.0K
4,319
建仓
GE
GE AEROSPACE
+$205.9K
684
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$205.5K
29,089
+14%
建仓
PMAY
INNOVATOR ETFS TRUST
+$204.4K
5,255
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$194.7K
9,977
-33%
减持
TSLA
TESLA INC
+$194.2K
1,606
-2%
建仓
FTWO
EA SERIES TRUST
+$193.6K
4,914
增持
SPYI
NEOS ETF TRUST
+$181.6K
31,729
+8%
增持
QCJL
FIRST TR EXCHNG TRADED FD VI
+$180.0K
25,140
+39%
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$174.8K
6,972
增持
OEF
ISHARES TR
+$155.6K
1,328
+41%
增持
QQQI
NEOS ETF TRUST
+$147.6K
43,711
+2%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$143.6K
12,556
-30%
减持
BUXX
EA SERIES TRUST
-$140.8K
239,576
-3%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$135.8K
5,599
-37%
减持
XLK
SELECT SECTOR SPDR TR
+$131.6K
4,945
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$127.0K
36,575
+4%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$121.2K
3,224
-0%
减持
QMMY
FIRST TR EXCHNG TRADED FD VI
-$119.5K
19,227
-23%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$114.2K
8,553
-27%
减持
XLF
SELECT SECTOR SPDR TR
-$114.0K
17,509
-13%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$113.0K
36,542
-14%
增持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$112.0K
10,878
+43%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$110.6K
40,293
+0%
增持
KDEC
INNOVATOR ETFS TRUST
+$105.2K
15,158
+30%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$105.2K
8,060
-26%
增持
STXF
EA SERIES TRUST
+$101.8K
19,248
+6%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$101.2K
13,156
+11%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$99.9K
20,522
+1%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$98.6K
13,331
+19%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$93.8K
3,832
+13%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$92.5K
10,198
+13%
减持
MINT
PIMCO ETF TR
-$92.4K
2,813
-25%
减持
SMAY
FIRST TR EXCHNG TRADED FD VI
-$91.0K
22,237
-19%
增持
GLD
SPDR GOLD TR
+$90.1K
1,689
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$86.8K
6,339
+3%
增持
LODI
ETF SER SOLUTIONS
+$79.5K
26,825
+13%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$76.5K
17,994
+10%
减持
DIS
DISNEY WALT CO
-$75.8K
4,736
-5%
减持
IWM
ISHARES TR
-$75.2K
2,368
-21%
减持
SNOV
FIRST TR EXCHNG TRADED FD VI
+$73.8K
56,184
-1%
增持
VTI
VANGUARD INDEX FDS
+$72.0K
1,736
+6%
减持
VOO
VANGUARD INDEX FDS
+$71.0K
4,566
-5%
增持
WMT
WALMART INC
+$70.6K
3,180
+21%
减持
JULW
AIM ETF PRODUCTS TRUST
-$70.5K
16,008
-13%
减持
GOOG
ALPHABET INC
+$69.6K
1,186
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$69.4K
1,154
+2%
减持
AUGM
FIRST TR EXCHNG TRADED FD VI
-$66.9K
21,639
-11%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$65.0K
9,134
-18%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$58.7K
26,511
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$58.5K
2,003
-20%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$57.0K
10,631
-16%
减持
MGV
VANGUARD WORLD FD
+$56.3K
17,983
-3%
减持
STXT
EA SERIES TRUST
-$52.9K
14,215
-16%
减持
XLP
SELECT SECTOR SPDR TR
-$52.5K
7,155
-6%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$52.5K
15,424
-10%
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$51.6K
5,126
-22%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$49.9K
3,576
-3%
增持
AMZN
AMAZON COM INC
+$47.8K
11,781
+2%
减持
VGT
VANGUARD WORLD FD
+$46.9K
625
-1%
减持
MSFT
MICROSOFT CORP
-$42.2K
1,018
-11%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$40.9K
2,991
+4%
减持
JNJ
JOHNSON & JOHNSON
+$40.6K
1,584
-4%
减持
SFEB
FIRST TR EXCHNG TRADED FD VI
+$33.9K
37,053
-2%
减持
SCHM
SCHWAB STRATEGIC TR
+$33.6K
34,972
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$32.9K
17,263
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$32.0K
1,240
+0%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$30.8K
10,093
-11%
减持
JULT
AIM ETF PRODUCTS TRUST
-$30.4K
22,068
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$29.9K
52,297
-5%
增持
BBBS
BONDBLOXX ETF TRUST
+$29.1K
13,076
+4%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$28.6K
7,514
-12%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$28.3K
9,936
-10%
增持
SPYG
SPDR SERIES TRUST
+$28.1K
2,992
+0%
增持
SPHY
SPDR SERIES TRUST
+$26.2K
58,817
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.3K
892
+2%
增持
VO
VANGUARD INDEX FDS
+$25.3K
1,776
+0%
减持
XBI
SPDR SERIES TRUST
+$25.0K
2,257
-7%
减持
QCOC
FIRST TR EXCHNG TRADED FD VI
-$24.1K
10,246
-13%
减持
GJUL
FIRST TR EXCHNG TRADED FD VI
-$24.0K
8,568
-11%
减持
JULU
AIM ETF PRODUCTS TRUST
+$21.0K
22,518
-3%
减持
—
EA SERIES TRUST
+$17.2K
12,491
-2%
减持
—
EXXON MOBIL CORP
+$17.2K
3,705
-0%
减持
JANW
AIM ETF PRODUCTS TRUST
+$16.5K
41,960
-2%
减持
NVBT
AIM ETF PRODUCTS TRUST
+$16.2K
14,397
-2%
减持
XLU
SELECT SECTOR SPDR TR
+$16.1K
3,000
-0%
增持
SCHK
SCHWAB STRATEGIC TR
+$15.7K
6,781
+0%
减持
T
AT&T INC
-$15.1K
7,173
-5%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$14.9K
14,293
-3%
减持
BND
VANGUARD BD INDEX FDS
-$14.3K
3,214
-7%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$13.3K
10,442
-7%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$13.3K
6,247
-1%
减持
DECW
AIM ETF PRODUCTS TRUST
+$12.4K
10,957
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$12.2K
3,100
-9%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$11.9K
7,799
-8%
减持
JNEU
AIM ETF PRODUCTS TRUST
-$11.8K
11,598
-9%
减持
META
META PLATFORMS INC
-$10.2K
1,156
-1%
减持
VOE
VANGUARD INDEX FDS
+$9.2K
3,139
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$9.1K
1,153
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.8K
1,713
-3%
减持
YMAR
FIRST TR EXCHNG TRADED FD VI
-$7.7K
10,358
-6%
减持
JUNW
AIM ETF PRODUCTS TRUST
-$6.8K
21,525
-4%
减持
APRW
AIM ETF PRODUCTS TRUST
-$5.0K
8,606
-4%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$4.5K
7,128
-3%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.3K
2,596
+2%
减持
SPYV
SPDR SERIES TRUST
+$2.0K
4,317
-5%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$789
7,105
-3%
