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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 93
增持 10
减持 19
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$28.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$16.5M
111,410
+309%
增持
AVGO
BROADCOM INC
+$7.5M
23,450
+2675%
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。
清仓
T
AT&T INC
-$6.7M
0
-100%
减持
KO
COCA COLA CO
-$6.3M
6,784
-93%
减持
C
CITIGROUP INC
-$6.2M
4,353
-94%
清仓
SO
SOUTHERN CO
-$5.6M
0
-100%
减持
—
EXXON MOBIL CORP
-$5.5M
5,346
-91%
清仓
TFC
TRUIST FINL CORP
-$5.4M
0
-100%
减持
BAC
BANK AMERICA CORP
-$5.2M
7,685
-93%
建仓
TSLA
TESLA INC
+$5.1M
11,516
清仓
XDEC
FIRST TR EXCHNG TRADED FD VI
-$5.1M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
2,209
-93%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.2M
20,118
-83%
建仓
UBER
UBER TECHNOLOGIES INC
+$4.1M
41,877
建仓
GOOGL
ALPHABET INC
+$3.5M
14,447
建仓
NFLX
NETFLIX INC
+$3.3M
2,783
减持
SPY
SPDR S&P 500 ETF TR
-$3.2M
828
-86%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.1M
0
-100%
减持
HD
HOME DEPOT INC
-$3.1M
1,722
-83%
减持
PG
PROCTER AND GAMBLE CO
-$3.1M
3,877
-83%
清仓
PFE
PFIZER INC
-$3.0M
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
14,893
增持
AAPL
APPLE INC
+$2.6M
32,111
+18%
减持
MSFT
MICROSOFT CORP
-$2.5M
8,696
-38%
减持
WFC
WELLS FARGO CO NEW
-$2.5M
6,330
-83%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$2.4M
36,827
建仓
NOW
SERVICENOW INC
+$2.3M
2,497
减持
DUK
DUKE ENERGY CORP NEW
-$2.3M
4,955
-80%
建仓
COIN
COINBASE GLOBAL INC
+$2.2M
6,458
减持
CVX
CHEVRON CORP NEW
-$2.2M
2,533
-86%
减持
GOOG
ALPHABET INC
-$2.1M
8,928
-63%
建仓
ARKK
ARK ETF TR
+$2.0M
23,303
减持
LMT
LOCKHEED MARTIN CORP
-$2.0M
612
-88%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.0M
62,031
清仓
MRVL
MARVELL TECHNOLOGY INC
-$2.0M
0
-100%
建仓
INTU
INTUIT
+$1.9M
2,719
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
32,224
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
11,028
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
8,952
+147%
建仓
SNOW
SNOWFLAKE INC
+$1.7M
7,704
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.7M
3,446
清仓
AXP
AMERICAN EXPRESS CO
-$1.7M
0
-100%
建仓
SPYG
SPDR SERIES TRUST
+$1.6M
15,631
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.6M
3,652
清仓
GILD
GILEAD SCIENCES INC
-$1.6M
0
-100%
减持
ABBV
ABBVIE INC
-$1.5M
2,915
-75%
建仓
CRM
SALESFORCE INC
+$1.5M
6,151
建仓
PANW
PALO ALTO NETWORKS INC
+$1.4M
6,971
增持
META
META PLATFORMS INC
+$1.4M
12,042
+20%
建仓
SHOP
SHOPIFY INC
+$1.4M
9,424
建仓
FHEQ
FIDELITY GREENWOOD STREET TR
+$1.4M
44,315
建仓
LRCX
LAM RESEARCH CORP
+$1.4M
10,110
建仓
V
VISA INC
+$1.2M
3,432
清仓
SMCI
SUPER MICRO COMPUTER INC
-$1.2M
0
-100%
清仓
XJUL
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$1.1M
12,989
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
1,970
-64%
建仓
BA
BOEING CO
+$988.2K
4,579
建仓
MU
MICRON TECHNOLOGY INC
+$914.2K
5,464
建仓
NET
CLOUDFLARE INC
+$902.6K
4,206
建仓
RBLX
ROBLOX CORP
+$833.9K
6,020
建仓
DKNG
DRAFTKINGS INC NEW
+$832.3K
22,254
建仓
HUBB
HUBBELL INC
+$769.8K
1,789
建仓
ORCL
ORACLE CORP
+$748.9K
2,663
建仓
XSW
SPDR SERIES TRUST
+$727.8K
3,680
建仓
BABA
ALIBABA GROUP HLDG LTD
+$693.5K
3,880
建仓
ANET
ARISTA NETWORKS INC
+$673.0K
4,619
建仓
GS
GOLDMAN SACHS GROUP INC
+$669.7K
841
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$661.4K
11,499
建仓
DIS
DISNEY WALT CO
+$608.0K
5,310
清仓
PEP
PEPSICO INC
-$593.1K
0
-100%
增持
IVV
ISHARES TR
+$561.1K
1,217
+198%
建仓
IJR
ISHARES TR
+$558.3K
4,698
建仓
MMM
3M CO
+$543.9K
3,505
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$542.6K
2,297
-43%
建仓
IDU
ISHARES TR
+$541.1K
4,879
建仓
INTC
INTEL CORP
+$526.7K
15,700
建仓
APH
AMPHENOL CORP NEW
+$514.9K
4,161
建仓
AME
AMETEK INC
+$508.9K
2,707
建仓
MCD
MCDONALDS CORP
+$492.2K
1,620
建仓
MA
MASTERCARD INCORPORATED
+$491.6K
864
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$484.4K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$484.4K
1,668
-68%
建仓
AMAT
APPLIED MATLS INC
+$475.6K
2,323
清仓
PAYX
PAYCHEX INC
-$473.0K
0
-100%
建仓
SLYG
SPDR SERIES TRUST
+$465.2K
4,933
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$457.4K
943
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$455.7K
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$451.9K
2,312
建仓
VHT
VANGUARD WORLD FD
+$430.2K
1,657
建仓
WDAY
WORKDAY INC
+$428.0K
1,778
增持
WMT
WALMART INC
+$423.9K
6,834
+138%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$421.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$416.5K
2,084
+38%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$412.8K
2,450
建仓
IWP
ISHARES TR
+$406.4K
2,854
建仓
MEDP
MEDPACE HLDGS INC
+$403.6K
785
建仓
NOBL
PROSHARES TR
+$402.0K
3,900
建仓
SQ
BLOCK INC
+$399.2K
5,524
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$396.1K
5,391
清仓
—
UNILEVER PLC
-$396.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$388.0K
954
+119%
建仓
IBB
ISHARES TR
+$384.3K
2,662
建仓
RNG
RINGCENTRAL INC
+$383.0K
13,513
建仓
PHDG
INVESCO ACTIVELY MANAGED EXC
+$365.5K
9,814
建仓
VOO
VANGUARD INDEX FDS
+$362.3K
592
清仓
NEE
NEXTERA ENERGY INC
-$362.1K
0
-100%
清仓
FCOR
FIDELITY MERRIMACK STR TR
-$354.6K
0
-100%
建仓
QCOM
QUALCOMM INC
+$349.4K
2,100
建仓
A
AGILENT TECHNOLOGIES INC
+$346.5K
2,700
增持
CAT
CATERPILLAR INC
+$346.4K
1,405
+68%
建仓
LOW
LOWES COS INC
+$327.2K
1,302
建仓
GLD
SPDR GOLD TR
+$321.0K
903
清仓
RF
REGIONS FINANCIAL CORP NEW
-$314.0K
0
-100%
建仓
NEM
NEWMONT CORP
+$313.1K
3,714
建仓
MS
MORGAN STANLEY
+$300.7K
1,892
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$298.2K
4,643
建仓
CMCSA
COMCAST CORP NEW
+$298.1K
9,488
建仓
SOXX
ISHARES TR
+$294.4K
1,086
建仓
RTX
RTX CORPORATION
+$290.5K
1,736
建仓
ADBE
ADOBE INC
+$287.1K
814
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$286.7K
6,356
建仓
AVUV
AMERICAN CENTY ETF TR
+$285.0K
2,863
清仓
FAST
FASTENAL CO
-$277.2K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$277.2K
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$271.1K
3,054
建仓
UI
UBIQUITI INC
+$270.2K
409
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$261.5K
0
-100%
清仓
VMC
VULCAN MATLS CO
-$260.8K
0
-100%
建仓
SGOV
ISHARES TR
+$259.8K
2,580
建仓
SCHA
SCHWAB STRATEGIC TR
+$259.8K
9,312
建仓
XLE
SELECT SECTOR SPDR TR
+$256.1K
2,867
建仓
IBP
INSTALLED BLDG PRODS INC
+$254.3K
1,031
建仓
BITO
PROSHARES TR
+$252.8K
12,843
建仓
BWXT
BWX TECHNOLOGIES INC
+$239.9K
1,301
建仓
NOC
NORTHROP GRUMMAN CORP
+$239.5K
393
清仓
KMB
KIMBERLY-CLARK CORP
-$239.0K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$237.1K
798
建仓
SF
STIFEL FINL CORP
+$232.6K
2,050
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$231.2K
4,961
建仓
ADSK
AUTODESK INC
+$230.6K
726
建仓
MRK
MERCK & CO INC
+$227.6K
2,712
清仓
ADI
ANALOG DEVICES INC
-$226.6K
0
-100%
建仓
SNAP
SNAP INC
+$226.2K
29,337
建仓
CMC
COMMERCIAL METALS CO
+$224.5K
3,919
建仓
HQY
HEALTHEQUITY INC
+$221.4K
2,336
清仓
MET
METLIFE INC
-$217.5K
0
-100%
建仓
—
EATON CORP PLC
+$215.9K
577
建仓
PNC
PNC FINL SVCS GROUP INC
+$213.6K
1,063
