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Grant Private Wealth Management Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Grant Private Wealth Management Inc

报告期 2026-03-31 · CIK 0002056418

持仓数

154

前50大市值合计

$146.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$22.7M

130,142

15.5%

META META PLATFORMS INC

CL A

$11.5M

20,181

7.9%

AAPL APPLE INC

COM

$11.0M

43,195

7.5%

AMZN AMAZON COM INC

COM

$9.9M

47,547

6.7%

AVGO BROADCOM INC

COM

$8.9M

28,777

6.1%

GOOGL ALPHABET INC

CAP STK CL A

$6.1M

22,331

4.2%

MSFT MICROSOFT CORP

COM

$5.4M

14,518

3.7%

TSLA TESLA INC

COM

$4.9M

13,127

3.3%

UBER UBER TECHNOLOGIES INC

COM

$3.9M

53,632

2.6%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$3.7M

25,082

2.5%

NFLX NETFLIX INC.

COM

$3.6M

37,823

2.5%

GOOG ALPHABET INC

CAP STK CL C

$3.4M

10,805

2.3%

JPM JPMORGAN CHASE & CO

COM

$2.6M

8,978

1.8%

AMD ADVANCED MICRO DEVICES INC

COM

$2.6M

12,955

1.8%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$2.2M

62,257

1.5%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$2.1M

33,611

1.5%

LRCX LAM RESEARCH CORP

COM NEW

$2.1M

9,690

1.4%

INTU INTUIT

COM

$1.8M

4,195

1.2%

ISRG INTUITIVE SURGICAL INC

COM NEW

$1.7M

3,744

1.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.7M

30,373

1.2%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$1.5M

15,521

1.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.5M

2,615

1.0%

NOW SERVICENOW INC

COM

$1.5M

14,165

1.0%

ARKK ARK ETF TR

INNOVATION ETF

$1.5M

21,505

1.0%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$1.4M

28,995

1.0%

V VISA INC

COM CL A

$1.4M

4,747

1.0%

PANW PALO ALTO NETWORKS INC

COM

$1.4M

8,753

1.0%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.4M

3,553

0.9%

CRM SALESFORCE INC

COM

$1.3M

7,115

0.9%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$1.3M

10,624

0.9%

VZ VERIZON COMMUNICATIONS INC

COM

$1.2M

24,212

0.8%

ALGN ALIGN TECHNOLOGY INC

COM

$1.2M

7,000

0.8%

— EXXON MOBIL CORP

COM

$1.2M

6,993

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$1.2M

1,173

0.8%

CAT CATERPILLAR INC

COM

$1.1M

1,599

0.8%

SNOW SNOWFLAKE INC

COM SHS

$1.1M

7,445

0.8%

NET CLOUDFLARE INC

CL A COM

$1.1M

5,296

0.7%

MU MICRON TECHNOLOGY INC

COM

$1.1M

3,234

0.7%

LLY ELI LILLY & CO

COM

$1.1M

1,176

0.7%

USIG ISHARES TR

USD INV GRDE ETF

$1.1M

20,757

0.7%

COIN COINBASE GLOBAL INC

COM CL A

$1.0M

5,864

0.7%

FHEQ FIDELITY GREENWOOD STREET TR

HEDGED EQTY ETF

$1.0M

34,550

0.7%

WMT WALMART INC

COM

$1.0M

8,059

0.7%

ZM ZOOM COMMUNICATIONS INC

CL A

$988.8K

12,300

0.7%

BLK BLACKROCK INC

COM

$972.3K

1,011

0.7%

TXN TEXAS INSTRS INC

COM

$925.7K

4,768

0.6%

ABBV ABBVIE INC

COM

$896.6K

4,122

0.6%

HUBB HUBBELL INC

COM

$877.9K

1,789

0.6%

BA BOEING CO

COM

$841.7K

4,229

0.6%

DUK DUKE ENERGY CORP NEW

COM NEW

$815.9K

6,231

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

NVDA15.5%META7.9%AAPL7.5%AMZN6.7%AVGO6.1%GOOGL4.2%