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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
$146.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 111 项
建仓 12
增持 51
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.7M
55,977
-3%
增持
TSLA
TESLA INC
-$1.1M
9,513
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$918.7K
15,537
+339%
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
PLTR
PALANTIR TECHNOLOGIES INC
+$701.4K
13,114
+145%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$689.9K
37,149
+51%
减持
COIN
COINBASE GLOBAL INC
-$566.8K
6,929
-2%
建仓
MMM
3M CO
+$516.3K
3,516
增持
AMZN
AMAZON COM INC
-$469.9K
21,810
+4%
增持
AVGO
BROADCOM INC
-$450.6K
8,529
+6%
建仓
IDU
ISHARES TR
+$423.5K
4,176
增持
LLY
ELI LILLY & CO
+$408.4K
859
+120%
建仓
NET
CLOUDFLARE INC
+$403.0K
3,576
建仓
GS
GOLDMAN SACHS GROUP INC
+$386.8K
708
建仓
VHT
VANGUARD WORLD FD
+$368.8K
1,393
增持
AAPL
APPLE INC
-$356.8K
17,795
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$355.1K
5,355
+110%
减持
GOOG
ALPHABET INC
-$347.3K
8,915
-2%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$330.9K
4,428
建仓
NOBL
PROSHARES TR
+$317.7K
3,109
增持
V
VISA INC
+$305.5K
3,357
+23%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$305.2K
13,151
+97%
建仓
PHDG
INVESCO ACTIVELY MANAGED EXC
+$299.6K
8,214
减持
MSFT
MICROSOFT CORP
-$294.6K
5,984
-0%
减持
ARKK
ARK ETF TR
-$293.2K
24,985
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$276.0K
34,976
-12%
建仓
QCOM
QUALCOMM INC
+$274.7K
1,788
清仓
PYPL
PAYPAL HLDGS INC
-$253.7K
0
-100%
建仓
GLD
SPDR GOLD TR
+$247.8K
860
建仓
C
CITIGROUP INC
+$243.5K
3,430
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$240.3K
0
-100%
减持
SQ
BLOCK INC
-$228.4K
7,172
-1%
清仓
SNPS
SYNOPSYS INC
-$224.2K
0
-100%
增持
NOW
SERVICENOW INC
+$214.6K
2,460
+50%
减持
SPYG
SPDR SER TR
-$214.1K
16,580
-6%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$213.0K
0
-100%
清仓
—
EATON CORP PLC
-$209.1K
0
-100%
减持
RNG
RINGCENTRAL INC
-$207.7K
14,860
-9%
建仓
UNP
UNION PAC CORP
+$204.1K
864
清仓
CMC
COMMERCIAL METALS CO
-$202.8K
0
-100%
增持
ABBV
ABBVIE INC
+$197.6K
2,380
+40%
增持
CRM
SALESFORCE INC
+$188.3K
5,214
+44%
增持
—
EXXON MOBIL CORP
+$188.0K
5,453
+27%
增持
JPM
JPMORGAN CHASE & CO.
+$186.2K
7,365
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$178.9K
20,387
+9%
增持
DFSV
DIMENSIONAL ETF TRUST
-$166.2K
65,731
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$144.7K
3,953
+15%
减持
SHOP
SHOPIFY INC
-$135.8K
10,264
-2%
增持
GOOGL
ALPHABET INC
-$135.3K
8,989
+12%
减持
INTU
INTUIT
-$125.4K
2,804
-4%
减持
XSW
SPDR SER TR
-$117.3K
3,641
-2%
增持
PM
PHILIP MORRIS INTL INC
+$115.7K
2,144
+15%
增持
PG
PROCTER AND GAMBLE CO
+$109.5K
3,636
+19%
减持
MRK
MERCK & CO INC
-$102.9K
2,896
-21%
减持
WSM
WILLIAMS SONOMA INC
-$101.6K
2,452
-7%
增持
CAT
CATERPILLAR INC
+$100.0K
1,224
+46%
减持
DIS
DISNEY WALT CO
-$95.1K
5,643
-4%
减持
TXG
10X GENOMICS INC
-$90.1K
13,638
-6%
增持
CVX
CHEVRON CORP NEW
+$89.0K
2,261
+13%
减持
SOXX
ISHARES TR
-$85.0K
1,171
-17%
减持
SNAP
SNAP INC
-$83.9K
28,234
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$83.1K
1,867
+44%
增持
ABT
ABBOTT LABS
+$83.0K
3,059
+7%
增持
KO
COCA COLA CO
+$81.6K
6,766
+5%
增持
MA
MASTERCARD INCORPORATED
+$80.7K
764
+19%
增持
COST
COSTCO WHSL CORP NEW
+$73.9K
610
+11%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$73.2K
2,500
-4%
减持
SNOW
SNOWFLAKE INC
-$68.4K
2,866
-7%
减持
NFLX
NETFLIX INC
+$65.9K
2,970
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$62.4K
11,251
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.4K
2,174
-0%
减持
ADBE
ADOBE INC
-$60.8K
929
-1%
减持
BA
BOEING CO
-$59.0K
4,946
-3%
增持
BITO
PROSHARES TR
-$58.3K
13,316
+5%
增持
JNJ
JOHNSON & JOHNSON
+$57.3K
2,299
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$54.5K
6,254
+8%
增持
WMT
WALMART INC
+$52.0K
6,111
+14%
增持
META
META PLATFORMS INC
+$50.3K
7,556
+3%
减持
AMAT
APPLIED MATLS INC
-$49.7K
2,357
-2%
增持
CSCO
CISCO SYS INC
+$49.5K
6,661
+9%
增持
CMCSA
COMCAST CORP NEW
+$45.9K
8,491
+19%
减持
IVV
ISHARES TR
-$45.6K
1,264
-2%
增持
MCD
MCDONALDS CORP
+$44.5K
1,748
+1%
增持
HD
HOME DEPOT INC
+$41.5K
1,508
+15%
增持
IJR
ISHARES TR
-$40.6K
4,898
+2%
减持
ADSK
AUTODESK INC
-$40.4K
846
-5%
减持
AMT
AMERICAN TOWER CORP NEW
+$39.3K
1,375
-1%
减持
MEDP
MEDPACE HLDGS INC
-$38.4K
790
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$38.1K
808
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$37.3K
1,168
-7%
减持
HQY
HEALTHEQUITY INC
-$32.2K
2,631
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$31.1K
1,345
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$30.2K
10,312
-2%
减持
INTC
INTEL CORP
+$28.7K
16,042
-4%
减持
IBB
ISHARES TR
-$25.1K
2,762
-3%
增持
LMT
LOCKHEED MARTIN CORP
-$22.8K
655
+1%
增持
ANET
ARISTA NETWORKS INC
-$21.1K
3,984
+34%
减持
LRCX
LAM RESEARCH CORP
-$20.9K
10,960
-3%
减持
BAC
BANK AMERICA CORP
-$18.7K
7,311
-1%
增持
ORCL
ORACLE CORP
+$16.9K
2,145
+26%
减持
WFC
WELLS FARGO CO NEW
-$16.4K
7,548
-5%
减持
XLE
SELECT SECTOR SPDR TR
+$15.6K
3,096
-3%
增持
ZM
ZOOM COMMUNICATIONS INC
+$15.0K
12,870
+12%
增持
LOW
LOWES COS INC
-$14.8K
1,310
+1%
减持
RBLX
ROBLOX CORP
-$14.3K
7,020
-4%
增持
VOO
VANGUARD INDEX FDS
-$12.6K
590
+1%
增持
TXN
TEXAS INSTRS INC
-$7.9K
3,959
+3%
增持
QQQ
INVESCO QQQ TR
+$7.1K
1,754
+10%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$6.7K
3,098
-7%
减持
MU
MICRON TECHNOLOGY INC
+$6.5K
3,940
-1%
增持
—
HELIUS MED TECHNOLOGIES INC
-$6.4K
46,193
+24%
增持
BLK
BLACKROCK INC
-$1.4K
865
+8%
