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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 121 项
建仓 6
增持 46
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$2.0M
17,494
+21%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
21,173
+42%
增持
META
META PLATFORMS INC
-$777.1K
12,220
+1%
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
COIN
COINBASE GLOBAL INC
-$762.5K
6,266
-3%
增持
NFLX
NETFLIX INC
-$741.5K
27,678
+895%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$693.5K
0
-100%
增持
GOOG
ALPHABET INC
+$680.6K
9,098
+2%
增持
AVGO
BROADCOM INC
+$637.2K
24,194
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$589.1K
11,082
+0%
增持
IVV
ISHARES TR
+$484.8K
1,897
+56%
减持
AAPL
APPLE INC
+$450.7K
31,734
-1%
增持
NOW
SERVICENOW INC
-$426.0K
12,220
+389%
增持
AMZN
AMAZON COM INC
+$394.5K
33,540
+0%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$377.0K
7,141
建仓
XYLD
GLOBAL X FDS
+$373.1K
9,182
减持
RBLX
ROBLOX CORP
-$362.3K
5,820
-3%
增持
QQQ
INVESCO QQQ TR
+$352.2K
2,610
+25%
减持
LRCX
LAM RESEARCH CORP
+$347.8K
9,940
-2%
增持
SHOP
SHOPIFY INC
+$341.8K
10,824
+15%
增持
UBER
UBER TECHNOLOGIES INC
-$328.5K
46,190
+10%
减持
ISRG
INTUITIVE SURGICAL INC
+$308.8K
3,429
-6%
减持
LLY
ELI LILLY & CO
+$280.2K
938
-2%
增持
CRM
SALESFORCE INC
+$274.2K
6,538
+6%
清仓
SGOV
ISHARES TR
-$259.8K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$237.1K
0
-100%
减持
ARKK
ARK ETF TR
-$236.6K
23,069
-1%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$232.2K
0
-100%
建仓
B
BARRICK MNG CORP
+$226.2K
5,193
建仓
MTB
M & T BK CORP
+$222.2K
1,103
清仓
—
EATON CORP PLC
-$215.9K
0
-100%
增持
ORCL
ORACLE CORP
-$214.9K
2,740
+3%
清仓
IGV
ISHARES TR
-$210.5K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$210.2K
0
-100%
清仓
IWM
ISHARES TR
-$206.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$204.7K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$202.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$201.4K
0
-100%
清仓
FNV
FRANCO NEV CORP
-$200.2K
0
-100%
增持
C
CITIGROUP INC
+$198.1K
5,484
+26%
建仓
F
FORD MTR CO
+$193.8K
14,772
增持
TSLA
TESLA INC
+$192.0K
11,815
+3%
减持
HD
HOME DEPOT INC
-$175.0K
1,519
-12%
减持
FHEQ
FIDELITY GREENWOOD STREET TR
-$172.6K
38,400
-13%
减持
NOBL
PROSHARES TR
-$155.5K
2,368
-39%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$153.4K
38,344
+4%
增持
CSCO
CISCO SYS INC
+$148.9K
8,035
+17%
减持
COST
COSTCO WHSL CORP NEW
-$147.0K
494
-20%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$146.9K
3,489
-35%
增持
SLYG
SPDR SERIES TRUST
+$140.7K
6,433
+30%
增持
QCOM
QUALCOMM INC
+$131.6K
2,812
+34%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$125.5K
7,642
+20%
减持
AMAT
APPLIED MATLS INC
+$120.1K
2,318
-0%
减持
PG
PROCTER AND GAMBLE CO
-$116.9K
3,341
-14%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$115.9K
30,121
-7%
减持
BITO
PROSHARES TR
-$115.1K
11,322
-12%
增持
JNJ
JOHNSON & JOHNSON
+$111.3K
2,517
+14%
减持
PHDG
INVESCO ACTIVELY MANAGED EXC
-$111.0K
6,797
-31%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.3K
2,550
+11%
减持
CAT
CATERPILLAR INC
+$107.0K
1,357
-3%
减持
SQ
BLOCK INC
-$104.9K
4,522
-18%
增持
MCD
MCDONALDS CORP
+$92.1K
1,912
+18%
增持
KO
COCA COLA CO
+$89.9K
7,722
+14%
增持
NVDA
NVIDIA CORPORATION
+$86.2K
111,920
+0%
减持
ADBE
ADOBE INC
-$81.3K
588
-28%
减持
DFSV
DIMENSIONAL ETF TRUST
-$80.8K
57,593
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$76.9K
922
-2%
减持
MU
MICRON TECHNOLOGY INC
+$74.4K
3,464
-37%
增持
MMM
3M CO
+$71.7K
3,845
+10%
增持
NET
CLOUDFLARE INC
-$67.4K
4,236
+1%
增持
MO
ALTRIA GROUP INC
+$65.8K
5,566
+44%
增持
—
EXXON MOBIL CORP
+$63.2K
5,535
+4%
增持
ABBV
ABBVIE INC
+$59.7K
3,215
+10%
增持
ANET
ARISTA NETWORKS INC
-$59.3K
4,684
+1%
减持
INTU
INTUIT
-$58.4K
2,715
-0%
减持
NEM
NEWMONT CORP
+$57.2K
3,709
-0%
增持
PM
PHILIP MORRIS INTL INC
+$56.2K
2,774
+16%
减持
SNOW
SNOWFLAKE INC
-$54.3K
7,674
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$53.9K
4,772
-4%
减持
AVUV
AMERICAN CENTY ETF TR
-$53.3K
2,272
-21%
减持
WMT
WALMART INC
+$52.2K
6,790
-1%
减持
INTC
INTEL CORP
+$51.9K
15,681
-0%
增持
CMCSA
COMCAST CORP NEW
+$51.5K
11,696
+23%
减持
GS
GOLDMAN SACHS GROUP INC
+$48.4K
817
-3%
增持
CVX
CHEVRON CORP NEW
+$45.9K
2,882
+14%
建仓
HSDT
SOLANA CO
+$45.7K
15,805
减持
ZM
ZOOM COMMUNICATIONS INC
-$45.5K
11,891
-8%
减持
WSM
WILLIAMS SONOMA INC
-$40.8K
2,302
-0%
减持
VHT
VANGUARD WORLD FD
+$40.2K
1,634
-1%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$35.2K
5,962
+20%
增持
MSFT
MICROSOFT CORP
-$34.8K
9,242
+6%
减持
TXG
10X GENOMICS INC
+$34.6K
10,763
-11%
减持
MRK
MERCK & CO INC
+$33.0K
2,476
-9%
增持
ABT
ABBOTT LABS
+$32.6K
3,587
+15%
增持
BLK
BLACKROCK INC
+$31.7K
962
+12%
减持
NOC
NORTHROP GRUMMAN CORP
-$31.3K
365
-7%
减持
SNAP
SNAP INC
-$30.9K
24,203
-18%
增持
PANW
PALO ALTO NETWORKS INC
-$30.8K
7,539
+8%
减持
SPYG
SPDR SERIES TRUST
+$27.8K
15,571
-0%
减持
SOXX
ISHARES TR
+$26.6K
1,066
-2%
减持
BAC
BANK AMERICA CORP
+$25.6K
7,673
-0%
减持
GLD
SPDR GOLD TR
+$23.4K
869
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$23.3K
8,304
-11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$21.5K
11,750
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$19.0K
781
-6%
减持
V
VISA INC
+$17.3K
3,390
-1%
增持
TXN
TEXAS INSTRS INC
+$17.2K
4,184
+8%
减持
IDU
ISHARES TR
-$16.5K
4,841
-1%
减持
NDAQ
NASDAQ INC
+$16.5K
2,289
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.3K
2,104
+7%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$11.9K
4,493
-3%
减持
DIS
DISNEY WALT CO
-$10.2K
5,254
-1%
减持
HQY
HEALTHEQUITY INC
-$10.1K
2,306
-1%
减持
MA
MASTERCARD INCORPORATED
-$7.9K
847
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.6K
21,521
+7%
减持
RTX
RTX CORPORATION
-$4.9K
1,557
-10%
减持
RNG
RINGCENTRAL INC
-$4.3K
13,113
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$1.9K
8,770
-2%
减持
BA
BOEING CO
-$1.3K
4,546
-1%
减持
MS
MORGAN STANLEY
-$1.1K
1,688
-11%
增持
XLE
SELECT SECTOR SPDR TR
-$785
5,711
+99%
减持
APH
AMPHENOL CORP NEW
-$716
3,805
-9%
