GRIMES & Co WEALTH MANAGEMENT, LLC
WESTBOROUGH MA · SEC CIK 0001321993
$46.23亿2026Q2 申报市值
449持仓数
44.4%前十大占比 · 第一大 7.7%
32 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HYG 加仓+$1.67亿
JNK 新建仓+$1.58亿
HYD 重新持有+$4,962.16万
XLK 加仓+$3,845.97万
XLI 加仓+$3,197.22万
2026Q2 卖出最多 按季末市值估算
XLC 减仓-$2,679.31万
RSP 减仓-$1,178.41万
TROW 减仓-$976.61万
INTU 清仓-$821.35万
MKC 清仓-$767.43万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $30.91万 | 0.01% | 2,752 | 1 | 0.0% | $112 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.05万 | 0.01% | 3,929 | 44 | 1.1% | $3,477 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $31.07万 | 0.01% | 2,541 | -65 | -2.5% | -$7,948 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $31.18万 | 0.01% | 1,440 | -19 | -1.3% | -$4,114 | 减仓 |
| ADI | ANALOG DEVICES INC | $31.44万 | 0.01% | 792 | 10 | 1.3% | $3,970 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $31.50万 | 0.01% | 1,287 | 2 | 0.2% | $490 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $32.00万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $32.30万 | 0.01% | 1,756 | 4 | 0.2% | $736 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $32.68万 | 0.01% | 5,420 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $32.69万 | 0.01% | 4,011 | 6 | 0.1% | $489 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $32.74万 | 0.01% | 4,175 | -382 | -8.4% | -$3.00万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $33.39万 | 0.01% | 4,354 | 39 | 0.9% | $2,991 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $33.51万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $34.69万 | 0.01% | 9,104 | -152 | -1.6% | -$5,791 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.07万 | 0.01% | 10,344 | 41 | 0.4% | $1,390 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.15万 | 0.01% | 8,236 | -422 | -4.9% | -$1.80万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $35.59万 | 0.01% | 4,971 | 32 | 0.6% | $2,291 | 加仓 |
| COR | CENCORA INC | $35.82万 | 0.01% | 1,266 | -113 | -8.2% | -$3.20万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $36.28万 | 0.01% | 3,043 | 8 | 0.3% | $954 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $36.43万 | 0.01% | 189,750 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $36.91万 | 0.01% | 6,028 | 203 | 3.5% | $1.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $36.94万 | 0.01% | 2,890 | 305 | 11.8% | $3.90万 | 加仓 |
| CI | THE CIGNA GROUP | $36.99万 | 0.01% | 1,342 | 17 | 1.3% | $4,686 | 加仓 |
| AZO | AUTOZONE INC | $37.11万 | 0.01% | 116 | -1 | -0.9% | -$3,199 | 减仓 |
| FISV | FISERV INC | $37.13万 | 0.01% | 7,569 | -24 | -0.3% | -$1,177 | 减仓 |
| SAN | BANCO SANTANDER SA | $37.35万 | 0.01% | 27,068 | 276 | 1.0% | $3,809 | 加仓 |
| FDX | FEDEX CORP | $37.45万 | 0.01% | 1,196 | 57 | 5.0% | $1.78万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.46万 | 0.01% | 1,289 | -20 | -1.5% | -$5,812 | 减仓 |
| IHF | ISHARES TR | $37.50万 | 0.01% | 6,778 | -1,299 | -16.1% | -$7.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.69万 | 0.01% | 759 | 111 | 17.1% | $5.51万 | 加仓 |
| WCC | WESCO INTL INC | $38.02万 | 0.01% | 1,101 | 2 | 0.2% | $691 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $38.18万 | 0.01% | 1,078 | 43 | 4.2% | $1.52万 | 加仓 |
| MUB | ISHARES TR | $38.33万 | 0.01% | 3,561 | 26 | 0.7% | $2,798 | 加仓 |
| NEM | NEWMONT CORP | $38.41万 | 0.01% | 4,113 | 63 | 1.6% | $5,884 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $38.68万 | 0.01% | 759 | -5 | -0.7% | -$2,548 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.20万 | 0.01% | 7,687 | -210 | -2.7% | -$1.07万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.93万 | 0.01% | 11,799 | 11 | 0.1% | $372 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $40.01万 | 0.01% | 2,579 | -17 | -0.7% | -$2,638 | 减仓 |
| — | ECB BANCORP INC | $40.16万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $40.24万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $42.05万 | 0.01% | 8,391 | -115 | -1.4% | -$5,763 | 减仓 |
| IWY | ISHARES TR | $42.16万 | 0.01% | 1,451 | 2 | 0.1% | $581 | 加仓 |
| BP | BP PLC | $43.44万 | 0.01% | 11,757 | -165 | -1.4% | -$6,097 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $43.55万 | 0.01% | 14,003 | 50 | 0.4% | $1,555 | 加仓 |
| IVW | ISHARES TR | $44.08万 | 0.01% | 3,205 | 3 | 0.1% | $413 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $44.14万 | 0.01% | 13,808 | 363 | 2.7% | $1.16万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $44.37万 | 0.01% | 2,369 | 2,369 | — | $44.37万 | 新建仓 |
| SRE | SEMPRA | $44.38万 | 0.01% | 4,786 | 4,786 | — | $44.38万 | 新建仓 |
| IJS | ISHARES TR | $44.45万 | 0.01% | 3,252 | 110 | 3.5% | $1.50万 | 加仓 |
| USHY | ISHARES TR | $44.72万 | 0.01% | 12,081 | -8,882 | -42.4% | -$32.88万 | 减仓 |
| BURL | BURLINGTON STORES INC | $44.89万 | 0.01% | 1,417 | 1,417 | — | $44.89万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $45.15万 | 0.01% | 2,381 | -450 | -15.9% | -$8.53万 | 减仓 |
| IHE | ISHARES TR | $45.22万 | 0.01% | 4,567 | 13 | 0.3% | $1,287 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.42万 | 0.01% | 1,829 | 200 | 12.3% | $4.97万 | 加仓 |
| THG | HANOVER INS GROUP INC | $45.88万 | 0.01% | 2,143 | 20 | 0.9% | $4,282 | 加仓 |
| IBRX | IMMUNITYBIO INC | $46.67万 | 0.01% | 53,307 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $46.67万 | 0.01% | 2,709 | 8 | 0.3% | $1,378 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $46.85万 | 0.01% | 46,850 | 8,898 | 23.4% | $8.90万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $47.22万 | 0.01% | 20,144 | -6,080 | -23.2% | -$14.25万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $47.62万 | 0.01% | 21,411 | 102 | 0.5% | $2,268 | 加仓 |
| CSX | CSX CORP | $47.74万 | 0.01% | 10,044 | 287 | 2.9% | $1.36万 | 加仓 |
| QUAL | ISHARES TR | $48.67万 | 0.01% | 2,218 | 88 | 4.1% | $1.93万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $49.16万 | 0.01% | 1,405 | -14 | -1.0% | -$4,899 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $49.85万 | 0.01% | 510 | -1,161 | -69.5% | -$113.48万 | 减仓 |
| MCK | MCKESSON CORP | $50.32万 | 0.01% | 666 | -23 | -3.3% | -$1.74万 | 减仓 |
| MET | METLIFE INC | $50.35万 | 0.01% | 5,951 | -30 | -0.5% | -$2,538 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.39万 | 0.01% | 4,319 | -4,167 | -49.1% | -$48.62万 | 减仓 |
| KRE | SPDR SERIES TRUST | $50.72万 | 0.01% | 6,776 | 12 | 0.2% | $898 | 加仓 |
| YUM | YUM BRANDS INC | $51.35万 | 0.01% | 3,212 | 9 | 0.3% | $1,439 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $51.40万 | 0.01% | 5,636 | 18 | 0.3% | $1,642 | 加仓 |
| LNG | CHENIERE ENERGY INC | $53.53万 | 0.01% | 2,240 | 10 | 0.4% | $2,390 | 加仓 |
| IYE | ISHARES TR | $54.27万 | 0.01% | 9,590 | -2 | -0.0% | -$113 | 减仓 |
| NKE | NIKE INC | $54.73万 | 0.01% | 13,334 | -95,030 | -87.7% | -$390.09万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $55.33万 | 0.01% | 5,001 | 148 | 3.0% | $1.64万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $55.58万 | 0.01% | 12,218 | 157 | 1.3% | $7,142 | 加仓 |
| SUB | ISHARES TR | $55.83万 | 0.01% | 5,243 | 33 | 0.6% | $3,514 | 加仓 |
| HYMB | SPDR SERIES TRUST | $56.85万 | 0.01% | 22,346 | -5,585 | -20.0% | -$14.21万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $56.93万 | 0.01% | 3,332 | 3,332 | — | $56.93万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.97万 | 0.01% | 15,497 | 610 | 4.1% | $2.24万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $57.10万 | 0.01% | 4,345 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $57.36万 | 0.01% | 3,918 | 4 | 0.1% | $586 | 加仓 |
| FFIV | F5 INC | $59.19万 | 0.01% | 1,423 | -32 | -2.2% | -$1.33万 | 减仓 |
| ITOT | ISHARES TR | $64.79万 | 0.01% | 3,944 | 36 | 0.9% | $5,914 | 加仓 |
| SHEL | SHELL PLC | $65.12万 | 0.01% | 8,398 | 184 | 2.2% | $1.43万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.55万 | 0.02% | 1,003 | 1 | 0.1% | $703 | 加仓 |
| UEC | URANIUM ENERGY CORP | $70.62万 | 0.02% | 66,245 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $72.38万 | 0.02% | 34,968 | -19,456 | -35.7% | -$40.27万 | 减仓 |
| ECL | ECOLAB INC | $72.48万 | 0.02% | 2,602 | -176 | -6.3% | -$4.90万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $73.19万 | 0.02% | 1,595 | 3 | 0.2% | $1,377 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $73.21万 | 0.02% | 19,856 | -595 | -2.9% | -$2.19万 | 减仓 |
| AFL | AFLAC INC | $73.45万 | 0.02% | 6,264 | -511 | -7.5% | -$5.99万 | 减仓 |
| NVS | NOVARTIS AG | $73.90万 | 0.02% | 4,716 | -42 | -0.9% | -$6,582 | 减仓 |
| IWB | ISHARES TR | $73.99万 | 0.02% | 1,807 | 1,059 | 141.6% | $43.36万 | 加仓 |
| BLK | BLACKROCK INC | $76.05万 | 0.02% | 791 | 10 | 1.3% | $9,615 | 加仓 |
| CVS | CVS HEALTH CORP | $76.08万 | 0.02% | 7,354 | 20 | 0.3% | $2,069 | 加仓 |
| D | DOMINION ENERGY INC | $76.15万 | 0.02% | 11,151 | 37 | 0.3% | $2,527 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.19万 | 0.02% | 2,599 | 50 | 2.0% | $1.47万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $76.45万 | 0.02% | 12,577 | 80 | 0.6% | $4,863 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $77.39万 | 0.02% | 2,270 | 399 | 21.3% | $13.60万 | 加仓 |
| CB | CHUBB LIMITED | $78.04万 | 0.02% | 2,290 | 11 | 0.5% | $3,748 | 加仓 |