小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 77
减持 36
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$3.5M
20,181
+65%
增持
AAPL
APPLE INC
+$2.3M
43,195
+36%
增持
AMZN
AMAZON COM INC
+$2.2M
47,547
+42%
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
NVDA
NVIDIA CORPORATION
+$1.8M
130,142
+16%
建仓
QQQI
NEOS ETF TRUST
+$1.4M
28,995
建仓
ALGN
ALIGN TECHNOLOGY INC
+$1.2M
7,000
建仓
USIG
ISHARES TR
+$1.1M
20,757
增持
NFLX
NETFLIX INC.
+$1.0M
37,823
+37%
增持
MSFT
MICROSOFT CORP
+$904.8K
14,518
+57%
增持
COST
COSTCO WHOLESALE CORPORATION
+$742.8K
1,173
+137%
增持
GOOGL
ALPHABET INC
+$658.4K
22,331
+28%
减持
SNOW
SNOWFLAKE INC
-$560.5K
7,445
-3%
减持
IVV
ISHARES TR
-$537.0K
1,167
-38%
增持
AVGO
BROADCOM INC
+$533.3K
28,777
+19%
增持
GOOG
ALPHABET INC
+$531.5K
10,805
+19%
增持
—
EXXON MOBIL CORP
+$520.3K
6,993
+26%
减持
SHOP
SHOPIFY INC
-$482.1K
10,624
-2%
建仓
VPU
VANGUARD WORLD FD
+$436.3K
2,202
增持
TSLA
TESLA INC
-$433.5K
13,127
+11%
增持
CRM
SALESFORCE INC
-$403.8K
7,115
+9%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$399.1K
33,611
-12%
减持
COIN
COINBASE GLOBAL INC
-$393.1K
5,864
-6%
增持
NOW
SERVICENOW INC
-$391.0K
14,165
+16%
清仓
WDAY
WORKDAY INC
-$381.9K
0
-100%
建仓
CME
CME GROUP INC
+$379.7K
1,286
建仓
DAL
DELTA AIR LINES INC
+$376.5K
5,664
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$372.3K
2,736
减持
LRCX
LAM RESEARCH CORP
+$368.8K
9,690
-3%
增持
CAT
CATERPILLAR INC
+$355.5K
1,599
+18%
建仓
AVT
AVNET INC
+$353.8K
5,741
增持
VZ
VERIZON COMMUNICATIONS INC
+$338.9K
24,212
+13%
建仓
PSA
PUBLIC STORAGE OPER CO
+$327.5K
1,209
减持
ARKK
ARK ETF TR
-$320.9K
21,505
-7%
建仓
—
ASML HLDG NV
+$306.4K
232
建仓
WEC
WEC ENERGY GROUP INC
+$306.1K
2,644
建仓
SNPS
SYNOPSYS INC
+$303.3K
765
增持
DFSV
DIMENSIONAL ETF TRUST
+$287.3K
62,257
+8%
建仓
WPC
WP CAREY INC
+$285.2K
4,197
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$285.1K
1,403
建仓
VLO
VALERO ENERGY CORP
+$273.9K
1,109
建仓
VICI
VICI PPTYS INC
+$268.9K
9,842
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$267.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$262.1K
12,955
+17%
增持
CVX
CHEVRON CORPORATION
+$258.7K
3,373
+17%
增持
NET
CLOUDFLARE INC
+$257.6K
5,296
+25%
增持
DUK
DUKE ENERGY CORP NEW
+$256.6K
6,231
+31%
建仓
HP
HELMERICH & PAYNE INC
+$256.2K
7,110
增持
V
VISA INC
+$245.9K
4,747
+40%
增持
WMT
WALMART INC
+$245.1K
8,059
+19%
建仓
VTI
VANGUARD INDEX FDS
+$241.2K
752
建仓
—
AMDOCS LTD
+$230.1K
3,526
增持
CRWD
CROWDSTRIKE HLDGS INC
-$228.2K
3,553
+3%
清仓
ULTA
ULTA BEAUTY INC
-$226.9K
0
-100%
清仓
B
BARRICK MNG CORP
-$226.2K
0
-100%
增持
RTX
RTX CORPORATION
+$225.1K
2,647
+70%
清仓
NDAQ
NASDAQ INC
-$222.3K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$221.9K
898
增持
NOC
NORTHROP GRUMMAN CORP
+$220.3K
628
+72%
建仓
MTZ
MASTEC INC
+$219.4K
682
建仓
GD
GENERAL DYNAMICS CORP
+$218.8K
637
增持
ISRG
INTUITIVE SURGICAL INC
-$216.1K
3,744
+9%
清仓
ADSK
AUTODESK INC
-$214.9K
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$211.3K
0
-100%
建仓
SO
SOUTHERN CO
+$211.1K
2,187
减持
XSW
SPDR SERIES TRUST
-$207.9K
3,379
-8%
建仓
PEP
PEPSICO INC
+$207.3K
1,335
建仓
SCHF
SCHWAB STRATEGIC TR
+$205.8K
8,316
清仓
ADBE
ADOBE INC
-$205.8K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$202.5K
486
增持
TXN
TEXAS INSTRS INC
+$199.8K
4,768
+14%
增持
JNJ
JOHNSON & JOHNSON
+$188.0K
2,900
+15%
增持
JPM
JPMORGAN CHASE & CO
-$184.8K
8,978
+2%
清仓
TXG
10X GENOMICS INC
-$175.5K
0
-100%
减持
RBLX
ROBLOX CORP
-$170.7K
5,320
-9%
减持
FHEQ
FIDELITY GREENWOOD STREET TR
-$170.5K
34,550
-10%
增持
MO
ALTRIA GROUP INC
+$164.6K
7,358
+32%
增持
ABBV
ABBVIE INC
+$161.9K
4,122
+28%
增持
MCD
MCDONALDS CORP
+$155.7K
2,381
+25%
增持
PG
PROCTER & GAMBLE CO
+$147.9K
4,339
+30%
增持
ORCL
ORACLE CORP
+$146.1K
4,623
+69%
减持
BA
BOEING CO
-$145.3K
4,229
-7%
减持
SPYG
SPDR SERIES TRUST
-$141.8K
15,521
-0%
增持
VOO
VANGUARD INDEX FDS
+$135.9K
848
+43%
减持
AMAT
APPLIED MATLS INC
+$132.7K
2,131
-8%
增持
KO
COCA COLA CO
+$132.6K
8,842
+15%
减持
DIS
DISNEY WALT CO
-$132.3K
4,830
-8%
增持
INTC
INTEL CORP
+$129.4K
16,045
+2%
减持
SLYG
SPDR SERIES TRUST
-$129.3K
4,933
-23%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$122.9K
8,823
+15%
增持
ANET
ARISTA NETWORKS INC
+$117.9K
5,959
+27%
增持
MS
MORGAN STANLEY
+$115.5K
2,523
+49%
增持
C
CITIGROUP INC
+$110.1K
6,613
+21%
增持
HD
HOME DEPOT INC
+$104.2K
1,906
+25%
减持
MU
MICRON TECHNOLOGY INC
+$103.9K
3,234
-7%
增持
MTB
M & T BK CORP
+$98.8K
1,553
+41%
减持
WFC
WELLS FARGO & CO
-$95.5K
6,211
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$94.5K
25,082
+18%
增持
QQQ
INVESCO QQQ TR
-$94.0K
2,615
+0%
减持
SNAP
SNAP INC
-$87.7K
23,400
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$83.6K
629
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$83.6K
53,632
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$83.5K
917
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$82.2K
946
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$77.7K
2,854
+36%
减持
XLE
SELECT SECTOR SPDR TR
+$76.1K
5,411
-5%
增持
PM
PHILIP MORRIS INTL INC
+$75.7K
3,149
+14%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$73.7K
13,627
+16%
增持
LLY
ELI LILLY & CO
+$73.6K
1,176
+25%
增持
CSCO
CISCO SYS INC
+$69.9K
8,878
+10%
增持
F
FORD MTR CO
+$69.5K
22,821
+54%
增持
MA
MASTERCARD INCORPORATED
+$66.6K
1,101
+30%
减持
A
AGILENT TECHNOLOGIES INC
-$65.3K
2,650
-2%
减持
RNG
RINGCENTRAL INC
+$64.3K
11,913
-9%
减持
UI
UBIQUITI INC
+$57.4K
359
-12%
增持
BLK
BLACKROCK INC
-$57.4K
1,011
+5%
增持
GLPI
GAMING & LEISURE P
+$54.6K
7,236
+21%
增持
CMCSA
COMCAST CORP NEW
+$53.5K
14,040
+20%
减持
WSM
WILLIAMS SONOMA INC
-$48.6K
1,988
-14%
增持
BAC
BANK AMERICA CORP
-$47.8K
7,676
+0%
增持
QCOM
QUALCOMM INC
+$47.8K
4,106
+46%
减持
IDU
ISHARES TR
-$45.4K
4,127
-15%
增持
SOXX
ISHARES TR
+$42.5K
1,106
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$41.2K
2,946
+16%
增持
ZM
ZOOM COMMUNICATIONS INC
-$37.3K
12,300
+3%
减持
APH
AMPHENOL CORP
-$33.8K
3,802
-0%
减持
GLD
SPDR GOLD TR
-$32.9K
724
-17%
减持
IWP
ISHARES TR
-$31.6K
2,804
-2%
增持
SF
STIFEL FINL CORP
-$29.4K
3,075
+50%
减持
SQ
BLOCK INC
-$29.1K
4,407
-3%
减持
MRK
MERCK & CO INC
+$28.7K
2,405
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$25.4K
858
+10%
减持
IJR
ISHARES TR
-$25.1K
4,340
-8%
减持
LOW
LOWES COS INC
-$25.0K
1,223
-6%
增持
XYLD
GLOBAL X FDS
+$24.7K
10,165
+11%
减持
NEM
NEWMONT CORP
+$18.2K
3,589
-3%
增持
VHT
VANGUARD WORLD FD
-$17.2K
1,664
+2%
增持
INTU
INTUIT
+$15.4K
4,195
+55%
增持
PANW
PALO ALTO NETWORKS INC
+$14.6K
8,753
+16%
建仓
GPUS
HYPERSCALE DATA INC
+$12.0K
80,000
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$10.9K
4,263
-5%
增持
PHDG
INVESCO ACTIVELY MANAGED EXC
+$9.5K
6,987
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$8.6K
3,525
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$8.0K
8,409
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$5.0K
1,042
-2%
减持
BWXT
BWX TECHNOLOGIES INC
-$4.8K
1,076
-17%
增持
GPIX
GOLDMAN SACHS ETF TR
-$4.7K
7,441
+4%
建仓
—
KALA BIO INC
+$3.5K
20,000
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.6K
30,373
+1%
增持
HSDT
SOLANA CO
-$2.4K
25,005
+58%
增持
ABT
ABBOTT LABORATORIES
+$1.4K
4,391
+22%