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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 23
减持 12
清仓 81
方向
标的
Δ市值
现股数(环比)
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$28.2M
604,354
建仓
T
AT&T INC
+$6.7M
229,950
增持
C
CITIGROUP INC
+$6.4M
78,594
+2191%
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
KO
COCA COLA CO
+$6.3M
95,432
+1310%
建仓
SO
SOUTHERN CO
+$5.6M
60,811
增持
—
EXXON MOBIL CORP
+$5.4M
56,277
+932%
建仓
TFC
TRUIST FINL CORP
+$5.4M
124,663
增持
BAC
BANK AMERICA CORP
+$5.3M
118,156
+1516%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$5.1M
131,080
增持
MSFT
MICROSOFT CORP
+$4.7M
14,013
+134%
增持
JNJ
JOHNSON & JOHNSON
+$4.5M
32,081
+1295%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.2M
118,074
+479%
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
6,105
+585%
增持
HD
HOME DEPOT INC
+$3.2M
10,354
+587%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.1M
88,431
增持
AMZN
AMAZON COM INC
+$3.1M
33,076
+52%
增持
META
META PLATFORMS INC
+$3.1M
10,069
+33%
增持
PG
PROCTER AND GAMBLE CO
+$3.0M
22,941
+531%
建仓
PFE
PFIZER INC
+$3.0M
123,031
增持
GOOG
ALPHABET INC
+$2.9M
23,920
+168%
清仓
NFLX
NETFLIX INC
-$2.8M
0
-100%
清仓
TSLA
TESLA INC
-$2.5M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$2.4M
37,281
+394%
增持
DUK
DUKE ENERGY CORP NEW
+$2.3M
24,415
+356%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$2.2M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.2M
17,909
+692%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
4,997
+663%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.0M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.0M
25,363
清仓
NOW
SERVICENOW INC
-$2.0M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.9M
0
-100%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$1.9M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
27,219
-51%
清仓
INTU
INTUIT
-$1.7M
0
-100%
增持
ABBV
ABBVIE INC
+$1.7M
11,894
+400%
增持
AAPL
APPLE INC
+$1.7M
27,265
+53%
建仓
AXP
AMERICAN EXPRESS CO
+$1.7M
5,183
建仓
GILD
GILEAD SCIENCES INC
+$1.6M
14,287
清仓
CRM
SALESFORCE INC
-$1.4M
0
-100%
清仓
GOOGL
ALPHABET INC
-$1.4M
0
-100%
清仓
SPYG
SPDR SER TR
-$1.3M
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$1.2M
0
-100%
清仓
ARKK
ARK ETF TR
-$1.2M
0
-100%
减持
AVGO
BROADCOM INC
-$1.2M
845
-90%
清仓
V
VISA INC
-$1.2M
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.2M
23,841
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.1M
0
-100%
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$1.1M
30,000
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
5,538
+312%
清仓
SHOP
SHOPIFY INC
-$980.0K
0
-100%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$949.4K
0
-100%
清仓
BA
BOEING CO
-$843.5K
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$796.8K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$778.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$757.3K
3,619
-51%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$716.6K
5,151
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$681.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$650.1K
4,039
+86%
清仓
HUBB
HUBBELL INC
-$619.5K
0
-100%
建仓
PEP
PEPSICO INC
+$593.1K
4,492
清仓
XSW
SPDR SER TR
-$582.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$557.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$546.0K
0
-100%
清仓
MMM
3M CO
-$516.3K
0
-100%
清仓
IJR
ISHARES TR
-$512.2K
0
-100%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$484.4K
9,363
建仓
PAYX
PAYCHEX INC
+$473.0K
3,252
清仓
AME
AMETEK INC
-$466.0K
0
-100%
减持
IVV
ISHARES TR
-$456.8K
408
-68%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$455.7K
938
清仓
IDU
ISHARES TR
-$423.5K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$422.6K
0
-100%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$421.9K
10,000
清仓
SNOW
SNOWFLAKE INC
-$418.9K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$418.8K
0
-100%
清仓
SLYG
SPDR SER TR
-$409.4K
0
-100%
清仓
RBLX
ROBLOX CORP
-$409.2K
0
-100%
清仓
NET
CLOUDFLARE INC
-$403.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$402.1K
0
-100%
建仓
—
UNILEVER PLC
+$396.0K
6,473
清仓
SQ
BLOCK INC
-$389.7K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$387.7K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$386.8K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$381.4K
0
-100%
减持
LLY
ELI LILLY & CO
-$369.5K
436
-49%
清仓
VHT
VANGUARD WORLD FD
-$368.8K
0
-100%
清仓
RNG
RINGCENTRAL INC
-$367.9K
0
-100%
清仓
INTC
INTEL CORP
-$364.3K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$362.1K
5,216
清仓
ADBE
ADOBE INC
-$356.3K
0
-100%
建仓
FCOR
FIDELITY MERRIMACK STR TR
+$354.6K
7,495
清仓
IBB
ISHARES TR
-$353.3K
0
-100%
清仓
IWP
ISHARES TR
-$347.1K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$342.3K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$342.0K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$333.4K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$330.9K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$318.6K
0
-100%
清仓
NOBL
PROSHARES TR
-$317.7K
0
-100%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$314.0K
13,349
清仓
CMCSA
COMCAST CORP NEW
-$313.3K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$308.7K
0
-100%
清仓
LOW
LOWES COS INC
-$305.5K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$303.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$299.9K
0
-100%
清仓
PHDG
INVESCO ACTIVELY MANAGED EXC
-$299.6K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$299.2K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$289.3K
0
-100%
建仓
FAST
FASTENAL CO
+$277.2K
6,600
建仓
PRU
PRUDENTIAL FINL INC
+$277.2K
2,580
清仓
QCOM
QUALCOMM INC
-$274.7K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$261.5K
971
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$261.4K
0
-100%
建仓
VMC
VULCAN MATLS CO
+$260.8K
1,000
清仓
MRK
MERCK & CO INC
-$260.0K
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$258.8K
0
-100%
减持
WMT
WALMART INC
-$256.0K
2,868
-53%
清仓
SF
STIFEL FINL CORP
-$249.8K
0
-100%
清仓
GLD
SPDR GOLD TR
-$247.8K
0
-100%
清仓
SNAP
SNAP INC
-$245.9K
0
-100%
清仓
BITO
PROSHARES TR
-$243.9K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$242.4K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$241.6K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$240.7K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$239.0K
1,854
清仓
HQY
HEALTHEQUITY INC
-$232.5K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$226.6K
952
清仓
ADSK
AUTODESK INC
-$221.5K
0
-100%
清仓
SOXX
ISHARES TR
-$220.3K
0
-100%
建仓
MET
METLIFE INC
+$217.5K
2,705
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$211.7K
11,159
减持
TXN
TEXAS INSTRS INC
-$210.9K
2,411
-39%
建仓
NSC
NORFOLK SOUTHN CORP
+$210.2K
821
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$205.7K
16,173
清仓
IR
INGERSOLL RAND INC
-$205.6K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$205.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$204.1K
0
-100%
建仓
ITOT
ISHARES TR
+$200.7K
1,486
建仓
F
FORD MTR CO
+$161.7K
14,899
减持
ABT
ABBOTT LABS
-$119.3K
2,106
-31%
清仓
TXG
10X GENOMICS INC
-$119.1K
0
-100%
增持
MO
ALTRIA GROUP INC
+$93.9K
5,556
+44%
减持
COST
COSTCO WHSL CORP NEW
-$92.5K
489
-20%
减持
CAT
CATERPILLAR INC
-$79.7K
834
-32%
增持
PM
PHILIP MORRIS INTL INC
+$62.0K
2,209
+3%
减持
CSCO
CISCO SYS INC
+$45.0K
6,573
-1%
清仓
—
HELIUS MED TECHNOLOGIES INC
-$18.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$12.1K
1,513
-14%