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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 40
减持 81
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CPSF
CALAMOS ETF TR
+$953.7K
37,272
建仓
SCYB
SCHWAB STRATEGIC TR
+$773.9K
29,767
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$633.7K
73,191
+19%
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
CPSJ
CALAMOS ETF TR
-$612.8K
52,302
-30%
建仓
NFEB
INNOVATOR ETFS TRUST
+$596.9K
21,792
减持
QQQI
NEOS ETF TRUST
-$575.3K
38,368
-17%
建仓
NJAN
INNOVATOR ETFS TRUST
+$537.9K
10,078
减持
AAPL
APPLE INC
-$447.0K
11,407
-7%
建仓
CIBR
FIRST TR EXCHANGE-TRADED FD
+$443.9K
7,081
减持
CPSA
CALAMOS ETF TR
-$438.5K
34,683
-32%
建仓
USHY
ISHARES TR
+$394.3K
10,702
增持
CAIE
CALAMOS ETF TR
+$384.7K
77,909
+32%
清仓
—
EA SERIES TRUST
-$370.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$369.2K
5,021
-25%
减持
SGOV
ISHARES TR
-$288.3K
6,539
-31%
建仓
FCX
FREEPORT MCMORAN INC
+$283.3K
4,819
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$276.5K
5,551
减持
AMZN
AMAZON COM INC
-$272.2K
11,630
-0%
建仓
CAIQ
CALAMOS ETF TR
+$270.2K
11,336
清仓
XBI
SPDR SERIES TRUST
-$269.1K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$243.6K
0
-100%
建仓
JANP
PGIM ROCK ETF TR
+$243.2K
7,620
建仓
FLTR
VANECK ETF TRUST
+$236.5K
9,282
清仓
STXT
EA SERIES TRUST
-$235.5K
0
-100%
建仓
JANU
AIM ETF PRODUCTS TRUST
+$230.9K
8,447
减持
VOO
VANGUARD INDEX FDS
-$229.6K
4,583
-3%
清仓
OCTU
AIM ETF PRODUCTS TRUST
-$222.1K
0
-100%
清仓
SCHK
SCHWAB STRATEGIC TR
-$221.9K
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$218.2K
0
-100%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$217.0K
0
-100%
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$216.9K
8,246
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$216.5K
7,167
+22%
减持
JULU
AIM ETF PRODUCTS TRUST
-$215.3K
14,937
-31%
清仓
GE
GE AEROSPACE
-$210.9K
0
-100%
清仓
YJUN
FIRST TR EXCHNG TRADED FD VI
-$210.4K
0
-100%
清仓
XHLF
BONDBLOXX ETF TRUST
-$209.5K
0
-100%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$208.5K
8,137
清仓
GS
GOLDMAN SACHS GROUP INC
-$205.7K
0
-100%
清仓
C
CITIGROUP INC
-$205.0K
0
-100%
建仓
KO
COCA COLA CO
+$203.5K
2,677
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$201.6K
1,378
减持
SMAX
ISHARES TR
-$196.2K
74,381
-9%
增持
ITA
ISHARES TR
+$194.1K
2,308
+59%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
-$181.9K
24,652
-17%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$179.5K
11,130
-21%
减持
—
EXXON MOBIL CORP
+$178.4K
3,643
-0%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$157.0K
44,863
+7%
减持
META
META PLATFORMS INC
-$156.0K
1,112
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$144.6K
9,783
-3%
增持
BINC
BLACKROCK ETF TRUST II
-$141.3K
597,500
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$137.6K
3,407
-1%
增持
LODI
ETF SER SOLUTIONS
+$137.2K
46,354
+14%
减持
XLF
SELECT SECTOR SPDR TR
-$129.3K
15,471
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$125.0K
5,323
+18%
减持
JANW
AIM ETF PRODUCTS TRUST
-$121.3K
38,320
-7%
增持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$115.4K
7,431
+50%
减持
GOOG
ALPHABET INC
-$114.8K
766
-28%
增持
TSLA
TESLA INC
-$114.5K
1,641
+2%
增持
MGV
VANGUARD WORLD FD
+$113.5K
18,394
+2%
增持
SPYI
NEOS ETF TRUST
-$104.1K
40,543
+1%
减持
DECU
AIM ETF PRODUCTS TRUST
-$101.0K
22,749
-12%
减持
BOCT
INNOVATOR ETFS TRUST
-$95.8K
9,049
-16%
减持
SMH
VANECK ETF TRUST
+$92.6K
5,249
-2%
增持
CAT
CATERPILLAR INC
+$92.5K
648
+1%
减持
DIS
DISNEY WALT CO
-$92.0K
4,453
-3%
增持
MSFT
MICROSOFT CORP
-$90.4K
1,051
+6%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$89.4K
23,318
+8%
减持
SPHY
SPDR SERIES TRUST
-$87.0K
49,782
-6%
增持
FTWO
EA SERIES TRUST
+$83.7K
9,728
+10%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$78.0K
20,195
-4%
减持
DMAX
ISHARES TR
-$77.2K
64,126
-4%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$73.9K
5,356
-24%
增持
IWF
ISHARES TR
-$73.0K
1,843
+2%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$67.3K
5,253
-25%
减持
JUNW
AIM ETF PRODUCTS TRUST
-$66.7K
18,759
-10%
增持
CVRT
CALAMOS ETF TR
+$65.3K
8,251
+13%
减持
SCHD
SCHWAB STRATEGIC TR
+$64.6K
42,181
-6%
减持
GSEP
FIRST TR EXCHNG TRADED FD VI
-$62.7K
10,975
-12%
减持
OEF
ISHARES TR
-$62.6K
945
-11%
增持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$62.3K
9,941
+20%
减持
SPYG
SPDR SERIES TRUST
-$61.6K
2,726
-11%
减持
V
VISA INC
-$61.6K
952
-4%
减持
QCOC
FIRST TR EXCHNG TRADED FD VI
-$61.0K
9,247
-21%
减持
VGT
VANGUARD WORLD FD
-$60.3K
660
-4%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$59.3K
6,959
-17%
减持
CPSO
CALAMOS ETF TR
-$58.1K
14,679
-13%
减持
AUGM
FIRST TR EXCHNG TRADED FD VI
-$57.1K
15,661
-9%
减持
PBDE
PGIM ROCK ETF TR
-$55.7K
13,079
-11%
增持
PFEB
INNOVATOR ETFS TRUST
+$55.3K
10,770
+16%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$53.9K
9,435
-7%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$52.7K
25,273
-3%
减持
DIA
STATE STR SPDR DOW JONES IND
-$51.8K
950
-7%
增持
KJAN
INNOVATOR ETFS TRUST
+$51.8K
7,277
+20%
减持
STXF
EA SERIES TRUST
-$50.7K
20,589
-1%
减持
JNJ
JOHNSON & JOHNSON
+$50.6K
1,548
-2%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$48.6K
15,678
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$48.0K
762
-7%
增持
XLI
SELECT SECTOR SPDR TR
+$45.0K
3,825
+3%
减持
JPM
JPMORGAN CHASE & CO
-$43.2K
1,213
-2%
增持
QQQ
INVESCO QQQ TR
+$40.4K
3,081
+9%
减持
GLD
SPDR GOLD TR
-$39.8K
1,510
-13%
减持
KDEC
INNOVATOR ETFS TRUST
-$37.1K
13,428
-10%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$36.0K
10,004
-5%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$35.5K
8,498
-11%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$34.8K
34,674
+0%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$34.8K
25,267
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$34.2K
5,330
-12%
减持
VO
VANGUARD INDEX FDS
-$33.7K
1,657
-6%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$32.3K
12,618
-3%
减持
VTI
VANGUARD INDEX FDS
-$31.6K
1,820
-1%
减持
JULT
AIM ETF PRODUCTS TRUST
-$30.1K
21,411
-1%
减持
AUGU
AIM ETF PRODUCTS TRUST
-$29.7K
9,014
-7%
减持
QMAG
FIRST TR EXCHNG TRADED FD VI
-$29.5K
24,873
-3%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$29.2K
14,491
-3%
增持
VOE
VANGUARD INDEX FDS
+$28.1K
3,029
+1%
增持
MINT
PIMCO ETF TR
+$25.6K
3,010
+9%
增持
SMAY
FIRST TR EXCHNG TRADED FD VI
+$25.3K
22,761
+3%
增持
NNOV
INNOVATOR ETFS TRUST
+$24.1K
13,919
+10%
增持
SCHA
SCHWAB STRATEGIC TR
+$23.6K
39,099
+0%
减持
MMAX
ISHARES TR
-$22.5K
10,674
-9%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$22.0K
9,373
-4%
增持
BUXX
EA SERIES TRUST
+$22.0K
237,273
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$21.3K
17,236
+0%
减持
MAXJ
ISHARES TR
-$20.0K
32,607
-2%
减持
JULW
AIM ETF PRODUCTS TRUST
-$19.5K
15,532
-2%
减持
DECW
AIM ETF PRODUCTS TRUST
-$19.5K
9,651
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$19.5K
1,899
-1%
减持
QCJL
FIRST TR EXCHNG TRADED FD VI
-$19.1K
24,272
-2%
减持
XLU
SELECT SECTOR SPDR TR
+$18.5K
7,445
-2%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$17.1K
8,368
+7%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$16.7K
8,522
-2%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
-$14.0K
37,827
-2%
减持
GJUL
FIRST TR EXCHNG TRADED FD VI
-$13.9K
6,152
-4%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$13.0K
1,192
+3%
减持
WMT
WALMART INC
+$13.0K
2,955
-7%
增持
CSHI
NEOS ETF TRUST
+$12.1K
175,858
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.6K
5,623
+1%
减持
BBBS
BONDBLOXX ETF TRUST
-$10.1K
12,965
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$9.8K
33,123
-4%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$9.0K
5,935
-1%
减持
QMNV
FIRST TR EXCHNG TRADED FD VI
-$8.6K
11,708
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.3K
1,487
-0%
减持
SFEB
FIRST TR EXCHNG TRADED FD VI
+$5.9K
31,991
-0%
增持
AIQ
GLOBAL X FDS
-$5.9K
6,841
+7%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$5.7K
2,428
+8%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$5.7K
9,938
+2%
增持
SPYV
SPDR SERIES TRUST
+$4.6K
4,424
+2%
减持
YSEP
FIRST TR EXCHNG TRADED FD VI
-$4.4K
10,040
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.2K
3,260
-2%
增持
YMAR
FIRST TR EXCHNG TRADED FD VI
+$4.2K
8,967
+0%
