GRIMES & Co WEALTH MANAGEMENT, LLC
WESTBOROUGH MA · SEC CIK 0001321993
$36.13亿2026Q1 申报市值
433持仓数
44.0%前十大占比 · 第一大 9.0%
18 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XLC 加仓+$1,157.62万
RSP 加仓+$1,141.71万
XLB 重新持有+$942.38万
VB 加仓+$817.01万
TROW 加仓+$524.22万
2026Q1 卖出最多 按季末市值估算
USHY 减仓-$1.69亿
SPHY 减仓-$1.68亿
HYMB 减仓-$5,244.78万
JMST 减仓-$5,151.64万
XLK 减仓-$4,901.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $63.32万 | 0.02% | 20,451 | 36 | 0.2% | $1,115 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $63.93万 | 0.02% | 2,769 | -133 | -4.6% | -$3.07万 | 减仓 |
| SOXX | ISHARES TR | $64.72万 | 0.02% | 1,969 | -182 | -8.5% | -$5.98万 | 减仓 |
| GLW | CORNING INC | $65.58万 | 0.02% | 4,823 | 161 | 3.5% | $2.19万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.68万 | 0.02% | 11,663 | -37 | -0.3% | -$2,084 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $67.26万 | 0.02% | 1,874 | -11 | -0.6% | -$3,948 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $67.53万 | 0.02% | 3,324 | 60 | 1.8% | $1.22万 | 加仓 |
| D | DOMINION ENERGY INC | $68.71万 | 0.02% | 11,114 | 47 | 0.4% | $2,906 | 加仓 |
| HYMB | SPDR SERIES TRUST | $69.27万 | 0.02% | 27,931 | -2,114,815 | -98.7% | -$5,244.78万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $70.70万 | 0.02% | 12,497 | 44 | 0.4% | $2,489 | 加仓 |
| AMP | AMERIPRISE FINL INC | $70.74万 | 0.02% | 1,592 | 53 | 3.4% | $2.35万 | 加仓 |
| NVS | NOVARTIS AG | $72.67万 | 0.02% | 4,758 | 120 | 2.6% | $1.83万 | 加仓 |
| OEF | ISHARES TR | $73.05万 | 0.02% | 2,297 | 7 | 0.3% | $2,226 | 加仓 |
| ECL | ECOLAB INC | $73.91万 | 0.02% | 2,778 | 911 | 48.8% | $24.24万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $74.05万 | 0.02% | 2,549 | 4 | 0.2% | $1,162 | 加仓 |
| CB | CHUBB LTD SWITZ | $74.28万 | 0.02% | 2,279 | 57 | 2.6% | $1.86万 | 加仓 |
| AFL | AFLAC INC | $74.33万 | 0.02% | 6,775 | 30 | 0.4% | $3,291 | 加仓 |
| VV | VANGUARD INDEX FDS | $74.44万 | 0.02% | 2,491 | -155 | -5.9% | -$4.63万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $74.67万 | 0.02% | 2,560 | 30 | 1.2% | $8,750 | 加仓 |
| BLK | BLACKROCK INC | $75.13万 | 0.02% | 781 | -110 | -12.3% | -$10.58万 | 减仓 |
| SYY | SYSCO CORP | $75.58万 | 0.02% | 10,596 | 28 | 0.3% | $1,997 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $76.35万 | 0.02% | 10,390 | 10,390 | — | $76.35万 | 新建仓 |
| SHEL | SHELL PLC | $76.39万 | 0.02% | 8,214 | -273 | -3.2% | -$2.54万 | 减仓 |
| CCJ | CAMECO CORP | $76.88万 | 0.02% | 7,078 | -4,398 | -38.3% | -$47.77万 | 减仓 |
| IWR | ISHARES TR | $76.89万 | 0.02% | 7,908 | 21 | 0.3% | $2,042 | 加仓 |
| USHY | ISHARES TR | $77.23万 | 0.02% | 20,963 | -4,589,270 | -99.5% | -$1.69亿 | 减仓 |
| ACWX | ISHARES TR | $78.36万 | 0.02% | 11,444 | 3,619 | 46.2% | $24.78万 | 加仓 |
| — | TOPBUILD COR | $80.65万 | 0.02% | 2,296 | 262 | 12.9% | $9.20万 | 加仓 |
| TRMK | TRUSTMARK CORP | $83.25万 | 0.02% | 19,755 | -1,067 | -5.1% | -$4.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $84.33万 | 0.02% | 5,779 | 24 | 0.4% | $3,502 | 加仓 |
| MGK | VANGUARD WORLD FD | $86.22万 | 0.02% | 2,346 | -9 | -0.4% | -$3,307 | 减仓 |
| MO | ALTRIA GROUP INC | $87.08万 | 0.02% | 13,197 | 328 | 2.5% | $2.16万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $89.43万 | 0.02% | 66,245 | -17,500 | -20.9% | -$23.63万 | 减仓 |
| TGT | TARGET CORP | $89.52万 | 0.02% | 7,386 | 33 | 0.4% | $4,000 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $93.27万 | 0.03% | 158,618 | 117,455 | 285.3% | $69.06万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $96.60万 | 0.03% | 3,753 | -980 | -20.7% | -$25.22万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.29万 | 0.03% | 31,712 | 4,829 | 18.0% | $14.82万 | 加仓 |
| MFC | MANULIFE FINL CORP | $97.91万 | 0.03% | 28,428 | -3,890 | -12.0% | -$13.40万 | 减仓 |
| RHI | ROBERT HALF INC. | $98.13万 | 0.03% | 38,632 | -1,444 | -3.6% | -$3.67万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $100.47万 | 0.03% | 28,303 | 7,893 | 38.7% | $28.02万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $101.39万 | 0.03% | 27,109 | -135,725 | -83.4% | -$507.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $103.14万 | 0.03% | 4,747 | 66 | 1.4% | $1.43万 | 加仓 |
| MUNI | PIMCO ETF TR | $103.49万 | 0.03% | 19,830 | 6,808 | 52.3% | $35.53万 | 加仓 |
| WMB | WILLIAMS COS INC | $103.59万 | 0.03% | 14,233 | 1,772 | 14.2% | $12.90万 | 加仓 |
| PCAR | PACCAR INC | $103.99万 | 0.03% | 9,003 | -184 | -2.0% | -$2.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $104.62万 | 0.03% | 11,678 | -606 | -4.9% | -$5.43万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $107.30万 | 0.03% | 42,749 | 117 | 0.3% | $2,937 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $107.36万 | 0.03% | 2,576 | 15 | 0.6% | $6,251 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $107.82万 | 0.03% | 12,651 | 157 | 1.3% | $1.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $109.17万 | 0.03% | 3,802 | -158 | -4.0% | -$4.54万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $110.11万 | 0.03% | 20,871 | -205 | -1.0% | -$1.08万 | 减仓 |
| VLO | VALERO ENERGY CORP | $112.12万 | 0.03% | 4,538 | 19 | 0.4% | $4,694 | 加仓 |
| VXUS | VANGUARD STAR FDS | $112.81万 | 0.03% | 14,630 | 80 | 0.5% | $6,169 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $117.46万 | 0.03% | 30,572 | 12,962 | 73.6% | $49.80万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $122.39万 | 0.03% | 30,492 | 299 | 1.0% | $1.20万 | 加仓 |
| ETR | ENTERGY CORP NEW | $123.63万 | 0.03% | 11,003 | 1,473 | 15.5% | $16.55万 | 加仓 |
| MPC | MARATHON PETE CORP | $123.67万 | 0.03% | 5,065 | 4 | 0.1% | $977 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.13万 | 0.03% | 8,486 | -5,041 | -37.3% | -$73.74万 | 减仓 |
| ESGE | ISHARES INC | $125.03万 | 0.03% | 27,498 | -2,526 | -8.4% | -$11.49万 | 减仓 |
| MTB | M & T BK CORP | $125.90万 | 0.03% | 6,090 | -580 | -8.7% | -$11.99万 | 减仓 |
| SO | SOUTHERN CO | $125.91万 | 0.03% | 13,045 | 231 | 1.8% | $2.23万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $127.08万 | 0.04% | 9,705 | 137 | 1.4% | $1.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $129.25万 | 0.04% | 1,852 | -2,174 | -54.0% | -$151.72万 | 减仓 |
| MUSA | MURPHY USA INC | $130.06万 | 0.04% | 2,633 | -1 | -0.0% | -$494 | 减仓 |
| EMR | EMERSON ELEC CO | $131.91万 | 0.04% | 10,068 | -156 | -1.5% | -$2.04万 | 减仓 |
| PWR | QUANTA SVCS INC | $134.08万 | 0.04% | 2,442 | 237 | 10.7% | $13.01万 | 加仓 |
| C | CITIGROUP INC | $134.35万 | 0.04% | 11,846 | 1,268 | 12.0% | $14.38万 | 加仓 |
| AVY | AVERY DENNISON CORP | $136.58万 | 0.04% | 7,909 | 7,909 | — | $136.58万 | 新建仓 |
| DVY | ISHARES TR | $140.42万 | 0.04% | 9,274 | 30 | 0.3% | $4,542 | 加仓 |
| GM | GENERAL MTRS CO | $140.77万 | 0.04% | 18,895 | 18,895 | — | $140.77万 | 新建仓 |
| KCE | SPDR SERIES TRUST | $141.09万 | 0.04% | 10,254 | -40,211 | -79.7% | -$553.29万 | 减仓 |
| LEA | LEAR CORP | $141.26万 | 0.04% | 11,666 | -223 | -1.9% | -$2.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $144.29万 | 0.04% | 6,588 | 721 | 12.3% | $15.79万 | 加仓 |
| APH | AMPHENOL CORP | $145.66万 | 0.04% | 11,528 | 694 | 6.4% | $8.77万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $149.64万 | 0.04% | 1,671 | 683 | 69.1% | $61.16万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $149.71万 | 0.04% | 51,480 | -542 | -1.0% | -$1.58万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $149.85万 | 0.04% | 24,988 | 24,988 | — | $149.85万 | 新建仓 |
| LOW | LOWES COS INC | $151.88万 | 0.04% | 6,428 | -32 | -0.5% | -$7,561 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $151.90万 | 0.04% | 8,758 | -125 | -1.4% | -$2.17万 | 减仓 |
| BA | BOEING CO | $153.95万 | 0.04% | 7,735 | 489 | 6.7% | $9.73万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $154.65万 | 0.04% | 6,711 | -4,133 | -38.1% | -$95.24万 | 减仓 |
| PSX | PHILLIPS 66 | $155.56万 | 0.04% | 8,538 | 148 | 1.8% | $2.70万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $157.31万 | 0.04% | 7,444 | 667 | 9.8% | $14.10万 | 加仓 |
| T | AT&T INC | $157.78万 | 0.04% | 54,424 | 1,276 | 2.4% | $3.70万 | 加仓 |
| CTVA | CORTEVA INC | $158.27万 | 0.04% | 18,907 | 1,227 | 6.9% | $10.27万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $159.18万 | 0.04% | 11,114 | -203 | -1.8% | -$2.91万 | 减仓 |
| NFLX | NETFLIX INC. | $161.52万 | 0.04% | 16,799 | -5,395 | -24.3% | -$51.87万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $170.63万 | 0.05% | 23,548 | 2,038 | 9.5% | $14.77万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $174.83万 | 0.05% | 18,823 | 446 | 2.4% | $4.14万 | 加仓 |
| — | HONEYWELL INTL INC | $179.20万 | 0.05% | 7,928 | 63 | 0.8% | $1.42万 | 加仓 |
| VCR | VANGUARD WORLD FD | $188.98万 | 0.05% | 5,264 | -22,958 | -81.3% | -$824.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $189.64万 | 0.05% | 9,666 | -26 | -0.3% | -$5,101 | 减仓 |
| MS | MORGAN STANLEY | $191.46万 | 0.05% | 11,634 | 8,759 | 304.7% | $144.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $193.78万 | 0.05% | 11,720 | 509 | 4.5% | $8.42万 | 加仓 |
| XSD | SPDR SERIES TRUST | $194.49万 | 0.05% | 5,964 | -306 | -4.9% | -$9.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $196.06万 | 0.05% | 26,624 | -826 | -3.0% | -$6.08万 | 减仓 |
| ORCL | ORACLE CORP | $197.62万 | 0.05% | 13,434 | -313 | -2.3% | -$4.60万 | 减仓 |
| UNP | UNION PAC CORP | $199.07万 | 0.06% | 8,205 | 281 | 3.5% | $6.82万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $201.05万 | 0.06% | 5,132 | 2,351 | 84.5% | $92.10万 | 加仓 |