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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $201.56万 | 0.06% | 6,134 | -233 | -3.7% | -$7.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $210.17万 | 0.06% | 7,767 | 596 | 8.3% | $16.13万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $212.19万 | 0.06% | 11,514 | -1,147 | -9.1% | -$21.14万 | 减仓 |
| ESML | ISHARES TR | $221.56万 | 0.06% | 47,121 | -4,178 | -8.1% | -$19.65万 | 减仓 |
| INTC | INTEL CORP | $229.86万 | 0.06% | 52,087 | -332 | -0.6% | -$1.47万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $230.16万 | 0.06% | 10,627 | -2,244 | -17.4% | -$48.60万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $236.62万 | 0.07% | 25,633 | 2,475 | 10.7% | $22.85万 | 加仓 |
| GGG | GRACO INC | $237.27万 | 0.07% | 28,029 | -2,161 | -7.2% | -$18.29万 | 减仓 |
| DE | DEERE & CO | $240.05万 | 0.07% | 4,261 | 308 | 7.8% | $17.35万 | 加仓 |
| IDXX | IDEXX LABS INC | $240.67万 | 0.07% | 4,283 | -34 | -0.8% | -$1.91万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $243.12万 | 0.07% | 73,784 | -4,921 | -6.3% | -$16.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $247.71万 | 0.07% | 18,765 | 4,735 | 33.7% | $62.50万 | 加仓 |
| ESGD | ISHARES TR | $249.74万 | 0.07% | 26,118 | -2,215 | -7.8% | -$21.18万 | 减仓 |
| GLD | SPDR GOLD TR | $250.13万 | 0.07% | 5,813 | 334 | 6.1% | $14.37万 | 加仓 |
| IWN | ISHARES TR | $250.48万 | 0.07% | 13,211 | -1,201 | -8.3% | -$22.77万 | 减仓 |
| WELL | WELLTOWER INC | $250.67万 | 0.07% | 12,678 | 1,020 | 8.7% | $20.17万 | 加仓 |
| IWD | ISHARES TR | $251.10万 | 0.07% | 11,752 | -52 | -0.4% | -$1.11万 | 减仓 |
| IBB | ISHARES TR | $252.95万 | 0.07% | 14,981 | -2,405 | -13.8% | -$40.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $256.84万 | 0.07% | 9,868 | -11 | -0.1% | -$2,863 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $257.51万 | 0.07% | 57,479 | -2,976 | -4.9% | -$13.33万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $259.67万 | 0.07% | 27,630 | -9,808 | -26.2% | -$92.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $261.72万 | 0.07% | 12,169 | 40 | 0.3% | $8,603 | 加仓 |
| DHR | DANAHER CORP DEL | $262.05万 | 0.07% | 13,821 | 521 | 3.9% | $9.88万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $273.09万 | 0.08% | 6,995 | -58 | -0.8% | -$2.26万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $275.80万 | 0.08% | 21,062 | 1,677 | 8.7% | $21.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $277.36万 | 0.08% | 8,646 | 160 | 1.9% | $5.13万 | 加仓 |
| LRGF | ISHARES TR | $278.81万 | 0.08% | 42,244 | -72 | -0.2% | -$4,752 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $279.24万 | 0.08% | 29,926 | 66 | 0.2% | $6,158 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $279.99万 | 0.08% | 53,916 | -2,886 | -5.1% | -$14.99万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $289.98万 | 0.08% | 18,941 | -333 | -1.7% | -$5.10万 | 减仓 |
| MMM | 3M CO | $294.12万 | 0.08% | 20,252 | 538 | 2.7% | $7.81万 | 加仓 |
| WFC | WELLS FARGO & CO | $296.51万 | 0.08% | 37,245 | -1,257 | -3.3% | -$10.01万 | 减仓 |
| IEO | ISHARES TR | $298.87万 | 0.08% | 23,929 | -918 | -3.7% | -$11.47万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $309.88万 | 0.09% | 3,663 | -36 | -1.0% | -$3.05万 | 减仓 |
| IWF | ISHARES TR | $310.26万 | 0.09% | 7,276 | -45 | -0.6% | -$1.92万 | 减仓 |
| EEM | ISHARES TR | $311.12万 | 0.09% | 54,784 | -640 | -1.2% | -$3.63万 | 减仓 |
| DGRO | ISHARES TR | $316.67万 | 0.09% | 45,123 | -1,306 | -2.8% | -$9.17万 | 减仓 |
| IYT | ISHARES TR | $321.79万 | 0.09% | 43,135 | -1,028 | -2.3% | -$7.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $333.67万 | 0.09% | 33,916 | 15,313 | 82.3% | $150.65万 | 加仓 |
| WDAY | WORKDAY INC | $335.14万 | 0.09% | 25,796 | 3,200 | 14.2% | $41.57万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $337.84万 | 0.09% | 22,811 | 259 | 1.1% | $3.84万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $340.55万 | 0.09% | 70,479 | -36 | -0.1% | -$1,740 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $351.35万 | 0.10% | 43,706 | -5,877 | -11.9% | -$47.25万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $355.31万 | 0.10% | 174,085 | -5,841 | -3.2% | -$11.92万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $357.51万 | 0.10% | 76,211 | -156 | -0.2% | -$7,318 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $363.78万 | 0.10% | 67,305 | 884 | 1.3% | $4.78万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $367.45万 | 0.10% | 57,468 | -1,194 | -2.0% | -$7.63万 | 减仓 |
| CAT | CATERPILLAR INC | $370.48万 | 0.10% | 5,229 | 289 | 5.9% | $20.48万 | 加仓 |
| HD | HOME DEPOT INC | $375.57万 | 0.10% | 11,419 | 876 | 8.3% | $28.81万 | 加仓 |
| KO | COCA COLA CO | $377.25万 | 0.10% | 49,606 | 27,067 | 120.1% | $205.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $380.19万 | 0.11% | 49,672 | -1,545 | -3.0% | -$11.83万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $381.86万 | 0.11% | 40,945 | -1,937 | -4.5% | -$18.06万 | 减仓 |
| SUSA | ISHARES TR | $386.12万 | 0.11% | 29,230 | -2,932 | -9.1% | -$38.73万 | 减仓 |
| NVO | NOVO-NORDISK A S | $386.27万 | 0.11% | 105,108 | 5,488 | 5.5% | $20.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $391.11万 | 0.11% | 6,776 | 317 | 4.9% | $18.30万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $393.58万 | 0.11% | 18,421 | 6,445 | 53.8% | $137.70万 | 加仓 |
| VIS | VANGUARD WORLD FD | $395.45万 | 0.11% | 12,666 | -399 | -3.1% | -$12.46万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $409.64万 | 0.11% | 8,844 | 674 | 8.2% | $31.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $417.70万 | 0.12% | 4,192 | 240 | 6.1% | $23.91万 | 加仓 |
| USB | US BANCORP | $423.48万 | 0.12% | 81,423 | 6,789 | 9.1% | $35.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $426.73万 | 0.12% | 14,118 | -1,157 | -7.6% | -$34.97万 | 减仓 |
| TXN | TEXAS INSTRS INC | $433.80万 | 0.12% | 22,345 | -175 | -0.8% | -$3.40万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $442.48万 | 0.12% | 37,299 | -7,002 | -15.8% | -$83.07万 | 减仓 |
| TJX | TJX COS INC NEW | $445.52万 | 0.12% | 27,898 | 8,446 | 43.4% | $134.88万 | 加仓 |
| GEV | GE VERNOVA INC | $467.05万 | 0.13% | 5,351 | 211 | 4.1% | $18.42万 | 加仓 |
| TSLA | TESLA INC | $469.58万 | 0.13% | 12,631 | 690 | 5.8% | $25.65万 | 加仓 |
| MRK | MERCK & CO INC | $482.00万 | 0.13% | 40,070 | 13,747 | 52.2% | $165.36万 | 加仓 |
| PKG | PACKAGING CORP AMER | $494.91万 | 0.14% | 23,321 | 706 | 3.1% | $14.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $496.52万 | 0.14% | 9,937 | 240 | 2.5% | $11.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $509.97万 | 0.14% | 35,307 | 124 | 0.4% | $1.79万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $517.71万 | 0.14% | 34,514 | 13,207 | 62.0% | $198.10万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $519.69万 | 0.14% | 114,899 | 275 | 0.2% | $1.24万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $521.51万 | 0.14% | 77,698 | -34 | -0.0% | -$2,282 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $547.19万 | 0.15% | 22,575 | 840 | 3.9% | $20.36万 | 加仓 |
| GE | GE AEROSPACE | $558.78万 | 0.15% | 19,691 | 693 | 3.6% | $19.67万 | 加仓 |
| NKE | NIKE INC | $572.38万 | 0.16% | 108,364 | -2,030 | -1.8% | -$10.72万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $578.23万 | 0.16% | 33,730 | 8,384 | 33.1% | $143.73万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $585.18万 | 0.16% | 12,331 | 2 | 0.0% | $949 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $585.60万 | 0.16% | 91,386 | -3,797 | -4.0% | -$24.33万 | 减仓 |
| WMT | WALMART INC | $614.20万 | 0.17% | 49,420 | 10,843 | 28.1% | $134.76万 | 加仓 |
| MCD | MCDONALDS CORP | $623.83万 | 0.17% | 20,072 | 3,715 | 22.7% | $115.46万 | 加仓 |
| BIIB | BIOGEN INC | $635.86万 | 0.18% | 34,684 | 840 | 2.5% | $15.40万 | 加仓 |
| AME | AMETEK INC | $657.63万 | 0.18% | 30,679 | -219 | -0.7% | -$4.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $657.90万 | 0.18% | 13,385 | -402 | -2.9% | -$19.76万 | 减仓 |
| CLX | CLOROX CO DEL | $664.48万 | 0.18% | 64,121 | 24,577 | 62.2% | $254.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $690.30万 | 0.19% | 11,552 | 39 | 0.3% | $2.33万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $697.14万 | 0.19% | 120,989 | 949 | 0.8% | $5.47万 | 加仓 |
| XYL | XYLEM INC | $697.65万 | 0.19% | 58,381 | -1,676 | -2.8% | -$20.03万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $698.55万 | 0.19% | 243,312 | 105,130 | 76.1% | $301.83万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $699.50万 | 0.19% | 35,811 | -595 | -1.6% | -$11.62万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $706.31万 | 0.20% | 285,378 | -11,960 | -4.0% | -$29.60万 | 减仓 |
| LLY | ELI LILLY & CO | $739.52万 | 0.20% | 8,040 | 1,358 | 20.3% | $124.91万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $759.57万 | 0.21% | 123,810 | -2,012 | -1.6% | -$12.34万 | 减仓 |
| MKC | MCCORMICK & CO INC | $767.43万 | 0.21% | 152,148 | 87,197 | 134.3% | $439.82万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $780.03万 | 0.22% | 37,492 | -1,043 | -2.7% | -$21.70万 | 减仓 |
| HYG | ISHARES TR | $808.35万 | 0.22% | 101,603 | -274 | -0.3% | -$2.18万 | 减仓 |
| INTU | INTUIT | $821.35万 | 0.23% | 18,996 | -1,704 | -8.2% | -$73.68万 | 减仓 |
| ADBE | ADOBE INC | $836.59万 | 0.23% | 34,416 | 6,911 | 25.1% | $167.99万 | 加仓 |
| RTX | RTX CORPORATION | $876.12万 | 0.24% | 45,419 | 195 | 0.4% | $3.76万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $913.81万 | 0.25% | 83,851 | -192,368 | -69.6% | -$2,096.42万 | 减仓 |