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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $260.31万 | 0.06% | 37,150 | 12,162 | 48.7% | $85.22万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $261.69万 | 0.06% | 10,227 | 7,458 | 269.3% | $190.83万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $262.16万 | 0.06% | 50,087 | -3,829 | -7.1% | -$20.04万 | 减仓 |
| ESML | ISHARES TR | $265.56万 | 0.06% | 47,481 | 360 | 0.8% | $2.01万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $269.03万 | 0.06% | 9,947 | 79 | 0.8% | $2.14万 | 加仓 |
| XBI | SPDR SERIES TRUST | $271.27万 | 0.06% | 17,142 | 12,274 | 252.1% | $194.23万 | 加仓 |
| ESGD | ISHARES TR | $272.02万 | 0.06% | 26,458 | 340 | 1.3% | $3.50万 | 加仓 |
| IWD | ISHARES TR | $281.53万 | 0.06% | 11,613 | -139 | -1.2% | -$3.37万 | 减仓 |
| DE | DEERE & CO | $286.67万 | 0.06% | 4,519 | 258 | 6.1% | $16.37万 | 加仓 |
| UNP | UNION PAC CORP | $288.90万 | 0.06% | 10,621 | 2,416 | 29.4% | $65.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $292.48万 | 0.06% | 12,361 | 192 | 1.6% | $4.54万 | 加仓 |
| IWN | ISHARES TR | $292.84万 | 0.06% | 13,239 | 28 | 0.2% | $6,193 | 加仓 |
| WFC | WELLS FARGO & CO | $305.42万 | 0.07% | 36,958 | -287 | -0.8% | -$2.37万 | 减仓 |
| NOW | SERVICENOW INC | $311.88万 | 0.07% | 31,414 | 31,414 | — | $311.88万 | 新建仓 |
| LRGF | ISHARES TR | $312.19万 | 0.07% | 41,279 | -965 | -2.3% | -$7.30万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $313.36万 | 0.07% | 21,447 | 385 | 1.8% | $5.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $329.23万 | 0.07% | 8,897 | 251 | 2.9% | $9.29万 | 加仓 |
| IYT | ISHARES TR | $353.16万 | 0.08% | 40,710 | -2,425 | -5.6% | -$21.04万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $354.78万 | 0.08% | 41,105 | -2,601 | -6.0% | -$22.45万 | 减仓 |
| MS | MORGAN STANLEY | $357.32万 | 0.08% | 17,093 | 5,459 | 46.9% | $114.12万 | 加仓 |
| DGRO | ISHARES TR | $360.58万 | 0.08% | 47,577 | 2,454 | 5.4% | $18.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $361.48万 | 0.08% | 22,874 | 63 | 0.3% | $9,956 | 加仓 |
| MCD | MCDONALDS CORP | $362.02万 | 0.08% | 13,393 | -6,679 | -33.3% | -$180.54万 | 减仓 |
| WELL | WELLTOWER INC | $362.17万 | 0.08% | 15,957 | 3,279 | 25.9% | $74.42万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $364.10万 | 0.08% | 29,985 | 59 | 0.2% | $7,164 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $365.35万 | 0.08% | 179,357 | 5,272 | 3.0% | $10.74万 | 加仓 |
| IBB | ISHARES TR | $368.35万 | 0.08% | 19,367 | 4,386 | 29.3% | $83.42万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $369.09万 | 0.08% | 8,880 | 1,113 | 14.3% | $46.26万 | 加仓 |
| XSD | SPDR SERIES TRUST | $369.46万 | 0.08% | 5,924 | -40 | -0.7% | -$2.49万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $370.80万 | 0.08% | 56,412 | -1,056 | -1.8% | -$6.94万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $372.01万 | 0.08% | 34,606 | 690 | 2.0% | $7.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $372.52万 | 0.08% | 3,683 | 20 | 0.5% | $2.02万 | 加仓 |
| EEM | ISHARES TR | $374.99万 | 0.08% | 54,815 | 31 | 0.1% | $2,121 | 加仓 |
| ABNB | AIRBNB INC | $378.81万 | 0.08% | 26,472 | 26,472 | — | $378.81万 | 新建仓 |
| IWF | ISHARES TR | $383.51万 | 0.08% | 30,886 | 1,782 | 6.1% | $22.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $393.85万 | 0.09% | 65,982 | -1,323 | -2.0% | -$7.90万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $398.15万 | 0.09% | 76,892 | 681 | 0.9% | $3.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $398.21万 | 0.09% | 4,257 | 65 | 1.6% | $6.08万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $399.24万 | 0.09% | 69,228 | -1,251 | -1.8% | -$7.21万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $399.76万 | 0.09% | 38,872 | -2,073 | -5.1% | -$21.32万 | 减仓 |
| VIS | VANGUARD WORLD FD | $426.72万 | 0.09% | 11,841 | -825 | -6.5% | -$29.73万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $428.33万 | 0.09% | 55,062 | 55,062 | — | $428.33万 | 新建仓 |
| KO | COCA COLA CO | $428.63万 | 0.09% | 52,742 | 3,136 | 6.3% | $25.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $428.81万 | 0.09% | 4,444 | -688 | -13.4% | -$66.39万 | 减仓 |
| HD | HOME DEPOT INC | $429.19万 | 0.09% | 12,169 | 750 | 6.6% | $26.45万 | 加仓 |
| PAYX | PAYCHEX INC | $437.29万 | 0.09% | 44,471 | -55,363 | -55.5% | -$544.39万 | 减仓 |
| ADSK | AUTODESK INC | $458.23万 | 0.10% | 23,569 | 22,877 | 3,305.9% | $444.78万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $461.18万 | 0.10% | 8,828 | -16 | -0.2% | -$8,359 | 减仓 |
| OMC | OMNICOM GROUP INC | $461.47万 | 0.10% | 63,362 | 63,362 | — | $461.47万 | 新建仓 |
| SUSA | ISHARES TR | $465.34万 | 0.10% | 30,158 | 928 | 3.2% | $14.32万 | 加仓 |
| TJX | TJX COS INC NEW | $473.35万 | 0.10% | 31,244 | 3,346 | 12.0% | $50.69万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $473.98万 | 0.10% | 122,379 | -1,431 | -1.2% | -$5.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $496.71万 | 0.11% | 6,745 | -31 | -0.5% | -$2.28万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $505.77万 | 0.11% | 36,363 | 1,849 | 5.4% | $25.72万 | 加仓 |
| NVO | NOVO-NORDISK A S | $509.32万 | 0.11% | 106,242 | 1,134 | 1.1% | $5.44万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $515.50万 | 0.11% | 14,096 | -22 | -0.2% | -$8,045 | 减仓 |
| PG | PROCTER & GAMBLE CO | $516.28万 | 0.11% | 35,208 | -99 | -0.3% | -$1.45万 | 减仓 |
| TXN | TEXAS INSTRS INC | $519.46万 | 0.11% | 17,428 | -4,917 | -22.0% | -$146.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $523.59万 | 0.11% | 10,195 | 258 | 2.6% | $13.25万 | 加仓 |
| MRK | MERCK & CO INC | $530.50万 | 0.11% | 41,284 | 1,214 | 3.0% | $15.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $537.24万 | 0.12% | 7,040 | 45 | 0.6% | $3.43万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $538.92万 | 0.12% | 12,314 | -17 | -0.1% | -$7,440 | 减仓 |
| USB | US BANCORP | $539.36万 | 0.12% | 89,299 | 7,876 | 9.7% | $47.57万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $560.08万 | 0.12% | 33,208 | -522 | -1.5% | -$8.80万 | 减仓 |
| TSLA | TESLA INC | $562.77万 | 0.12% | 13,380 | 749 | 5.9% | $31.50万 | 加仓 |
| CAT | CATERPILLAR INC | $563.46万 | 0.12% | 5,291 | 62 | 1.2% | $6.60万 | 加仓 |
| WMT | WALMART INC | $573.95万 | 0.12% | 50,675 | 1,255 | 2.5% | $14.21万 | 加仓 |
| PKG | PACKAGING CORP AMER | $574.87万 | 0.12% | 24,126 | 805 | 3.5% | $19.18万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $578.35万 | 0.13% | 39,994 | 2,695 | 7.2% | $38.97万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $582.51万 | 0.13% | 77,710 | 12 | 0.0% | $900 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $590.77万 | 0.13% | 21,008 | -1,567 | -6.9% | -$44.07万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $632.30万 | 0.14% | 257,556 | 14,244 | 5.9% | $34.97万 | 加仓 |
| CLX | CLOROX CO DEL | $641.07万 | 0.14% | 67,169 | 3,048 | 4.8% | $29.09万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $658.23万 | 0.14% | 13,129 | -256 | -1.9% | -$12.83万 | 减仓 |
| IGV | ISHARES TR | $661.37万 | 0.14% | 72,999 | 70,074 | 2,395.7% | $634.87万 | 重新持有 |
| GEV | GE VERNOVA INC | $664.44万 | 0.14% | 5,656 | 305 | 5.7% | $35.83万 | 加仓 |
| XYL | XYLEM INC | $667.97万 | 0.14% | 56,507 | -1,874 | -3.2% | -$22.15万 | 减仓 |
| ADBE | ADOBE INC | $676.55万 | 0.15% | 32,999 | -1,417 | -4.1% | -$29.05万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $687.87万 | 0.15% | 15,874 | -2,547 | -13.8% | -$110.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $691.89万 | 0.15% | 97,107 | 5,721 | 6.3% | $40.76万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $703.98万 | 0.15% | 31,435 | 28,111 | 845.7% | $629.54万 | 加仓 |
| GE | GE AEROSPACE | $716.48万 | 0.15% | 19,171 | -520 | -2.6% | -$19.43万 | 减仓 |
| BIIB | BIOGEN INC | $731.95万 | 0.16% | 33,877 | -807 | -2.3% | -$17.44万 | 减仓 |
| AME | AMETEK INC | $736.20万 | 0.16% | 30,429 | -250 | -0.8% | -$6.05万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $789.43万 | 0.17% | 284,993 | -385 | -0.1% | -$1.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $806.76万 | 0.17% | 11,746 | 194 | 1.7% | $13.32万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $838.73万 | 0.18% | 121,221 | 232 | 0.2% | $1.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $843.09万 | 0.18% | 67,751 | 1,697 | 2.6% | $21.12万 | 加仓 |
| TXT | TEXTRON INC | $852.23万 | 0.18% | 92,906 | -31,925 | -25.6% | -$292.85万 | 减仓 |
| RTX | RTX CORPORATION | $867.28万 | 0.19% | 45,711 | 292 | 0.6% | $5.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $875.15万 | 0.19% | 17,178 | 253 | 1.5% | $12.89万 | 加仓 |
| INTC | INTEL CORP | $948.22万 | 0.21% | 67,910 | 15,823 | 30.4% | $220.94万 | 加仓 |
| GSK | GSK PLC | $957.95万 | 0.21% | 182,745 | 434 | 0.2% | $2.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $975.82万 | 0.21% | 107,540 | -12,396 | -10.3% | -$112.48万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $984.81万 | 0.21% | 33,633 | -2,178 | -6.1% | -$63.77万 | 减仓 |
| LLY | ELI LILLY & CO | $987.41万 | 0.21% | 8,232 | 192 | 2.4% | $23.03万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,004.11万 | 0.22% | 88,320 | -85,901 | -49.3% | -$976.61万 | 减仓 |
| PEP | PEPSICO INC | $1,011.90万 | 0.22% | 74,734 | 1,456 | 2.0% | $19.71万 | 加仓 |
| EFA | ISHARES TR | $1,033.89万 | 0.22% | 99,527 | 218 | 0.2% | $2.26万 | 加仓 |
| SLB | SLB LIMITED | $1,039.74万 | 0.22% | 223,649 | -2,475 | -1.1% | -$11.51万 | 减仓 |