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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $664.44万 | 0.14% | 5,656 | 305 | 5.7% | $35.83万 | 加仓 |
| IGV | ISHARES TR | $661.37万 | 0.14% | 72,999 | 70,074 | 2,395.7% | $634.87万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $658.23万 | 0.14% | 13,129 | -256 | -1.9% | -$12.83万 | 减仓 |
| CLX | CLOROX CO DEL | $641.07万 | 0.14% | 67,169 | 3,048 | 4.8% | $29.09万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $632.30万 | 0.14% | 257,556 | 14,244 | 5.9% | $34.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $590.77万 | 0.13% | 21,008 | -1,567 | -6.9% | -$44.07万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $582.51万 | 0.13% | 77,710 | 12 | 0.0% | $900 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $578.35万 | 0.13% | 39,994 | 2,695 | 7.2% | $38.97万 | 加仓 |
| PKG | PACKAGING CORP AMER | $574.87万 | 0.12% | 24,126 | 805 | 3.5% | $19.18万 | 加仓 |
| WMT | WALMART INC | $573.95万 | 0.12% | 50,675 | 1,255 | 2.5% | $14.21万 | 加仓 |
| CAT | CATERPILLAR INC | $563.46万 | 0.12% | 5,291 | 62 | 1.2% | $6.60万 | 加仓 |
| TSLA | TESLA INC | $562.77万 | 0.12% | 13,380 | 749 | 5.9% | $31.50万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $560.08万 | 0.12% | 33,208 | -522 | -1.5% | -$8.80万 | 减仓 |
| USB | US BANCORP | $539.36万 | 0.12% | 89,299 | 7,876 | 9.7% | $47.57万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $538.92万 | 0.12% | 12,314 | -17 | -0.1% | -$7,440 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $537.24万 | 0.12% | 7,040 | 45 | 0.6% | $3.43万 | 加仓 |
| MRK | MERCK & CO INC | $530.50万 | 0.11% | 41,284 | 1,214 | 3.0% | $15.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $523.59万 | 0.11% | 10,195 | 258 | 2.6% | $13.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $519.46万 | 0.11% | 17,428 | -4,917 | -22.0% | -$146.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $516.28万 | 0.11% | 35,208 | -99 | -0.3% | -$1.45万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $515.50万 | 0.11% | 14,096 | -22 | -0.2% | -$8,045 | 减仓 |
| NVO | NOVO-NORDISK A S | $509.32万 | 0.11% | 106,242 | 1,134 | 1.1% | $5.44万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $505.77万 | 0.11% | 36,363 | 1,849 | 5.4% | $25.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $496.71万 | 0.11% | 6,745 | -31 | -0.5% | -$2.28万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $473.98万 | 0.10% | 122,379 | -1,431 | -1.2% | -$5.54万 | 减仓 |
| TJX | TJX COS INC NEW | $473.35万 | 0.10% | 31,244 | 3,346 | 12.0% | $50.69万 | 加仓 |
| SUSA | ISHARES TR | $465.34万 | 0.10% | 30,158 | 928 | 3.2% | $14.32万 | 加仓 |
| OMC | OMNICOM GROUP INC | $461.47万 | 0.10% | 63,362 | 63,362 | — | $461.47万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $461.18万 | 0.10% | 8,828 | -16 | -0.2% | -$8,359 | 减仓 |
| ADSK | AUTODESK INC | $458.23万 | 0.10% | 23,569 | 22,877 | 3,305.9% | $444.78万 | 重新持有 |
| PAYX | PAYCHEX INC | $437.29万 | 0.09% | 44,471 | -55,363 | -55.5% | -$544.39万 | 减仓 |
| HD | HOME DEPOT INC | $429.19万 | 0.09% | 12,169 | 750 | 6.6% | $26.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $428.81万 | 0.09% | 4,444 | -688 | -13.4% | -$66.39万 | 减仓 |
| KO | COCA COLA CO | $428.63万 | 0.09% | 52,742 | 3,136 | 6.3% | $25.49万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $428.33万 | 0.09% | 55,062 | 55,062 | — | $428.33万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $426.72万 | 0.09% | 11,841 | -825 | -6.5% | -$29.73万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $399.76万 | 0.09% | 38,872 | -2,073 | -5.1% | -$21.32万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $399.24万 | 0.09% | 69,228 | -1,251 | -1.8% | -$7.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $398.21万 | 0.09% | 4,257 | 65 | 1.6% | $6.08万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $398.15万 | 0.09% | 76,892 | 681 | 0.9% | $3.53万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $393.85万 | 0.09% | 65,982 | -1,323 | -2.0% | -$7.90万 | 减仓 |
| IWF | ISHARES TR | $383.51万 | 0.08% | 30,886 | 1,782 | 6.1% | $22.13万 | 加仓 |
| ABNB | AIRBNB INC | $378.81万 | 0.08% | 26,472 | 26,472 | — | $378.81万 | 新建仓 |
| EEM | ISHARES TR | $374.99万 | 0.08% | 54,815 | 31 | 0.1% | $2,121 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $372.52万 | 0.08% | 3,683 | 20 | 0.5% | $2.02万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $372.01万 | 0.08% | 34,606 | 690 | 2.0% | $7.42万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $370.80万 | 0.08% | 56,412 | -1,056 | -1.8% | -$6.94万 | 减仓 |
| XSD | SPDR SERIES TRUST | $369.46万 | 0.08% | 5,924 | -40 | -0.7% | -$2.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $369.09万 | 0.08% | 8,880 | 1,113 | 14.3% | $46.26万 | 加仓 |
| IBB | ISHARES TR | $368.35万 | 0.08% | 19,367 | 4,386 | 29.3% | $83.42万 | 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 |
| TD | TORONTO DOMINION BK ONT | $364.10万 | 0.08% | 29,985 | 59 | 0.2% | $7,164 | 加仓 |
| WELL | WELLTOWER INC | $362.17万 | 0.08% | 15,957 | 3,279 | 25.9% | $74.42万 | 加仓 |
| MCD | MCDONALDS CORP | $362.02万 | 0.08% | 13,393 | -6,679 | -33.3% | -$180.54万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $361.48万 | 0.08% | 22,874 | 63 | 0.3% | $9,956 | 加仓 |
| DGRO | ISHARES TR | $360.58万 | 0.08% | 47,577 | 2,454 | 5.4% | $18.60万 | 加仓 |
| MS | MORGAN STANLEY | $357.32万 | 0.08% | 17,093 | 5,459 | 46.9% | $114.12万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $354.78万 | 0.08% | 41,105 | -2,601 | -6.0% | -$22.45万 | 减仓 |
| IYT | ISHARES TR | $353.16万 | 0.08% | 40,710 | -2,425 | -5.6% | -$21.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $329.23万 | 0.07% | 8,897 | 251 | 2.9% | $9.29万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $313.36万 | 0.07% | 21,447 | 385 | 1.8% | $5.63万 | 加仓 |
| LRGF | ISHARES TR | $312.19万 | 0.07% | 41,279 | -965 | -2.3% | -$7.30万 | 减仓 |
| NOW | SERVICENOW INC | $311.88万 | 0.07% | 31,414 | 31,414 | — | $311.88万 | 新建仓 |
| WFC | WELLS FARGO & CO | $305.42万 | 0.07% | 36,958 | -287 | -0.8% | -$2.37万 | 减仓 |
| IWN | ISHARES TR | $292.84万 | 0.06% | 13,239 | 28 | 0.2% | $6,193 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $292.48万 | 0.06% | 12,361 | 192 | 1.6% | $4.54万 | 加仓 |
| UNP | UNION PAC CORP | $288.90万 | 0.06% | 10,621 | 2,416 | 29.4% | $65.72万 | 加仓 |
| DE | DEERE & CO | $286.67万 | 0.06% | 4,519 | 258 | 6.1% | $16.37万 | 加仓 |
| IWD | ISHARES TR | $281.53万 | 0.06% | 11,613 | -139 | -1.2% | -$3.37万 | 减仓 |
| ESGD | ISHARES TR | $272.02万 | 0.06% | 26,458 | 340 | 1.3% | $3.50万 | 加仓 |
| XBI | SPDR SERIES TRUST | $271.27万 | 0.06% | 17,142 | 12,274 | 252.1% | $194.23万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $269.03万 | 0.06% | 9,947 | 79 | 0.8% | $2.14万 | 加仓 |
| ESML | ISHARES TR | $265.56万 | 0.06% | 47,481 | 360 | 0.8% | $2.01万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $262.16万 | 0.06% | 50,087 | -3,829 | -7.1% | -$20.04万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $261.69万 | 0.06% | 10,227 | 7,458 | 269.3% | $190.83万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $260.31万 | 0.06% | 37,150 | 12,162 | 48.7% | $85.22万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $258.79万 | 0.06% | 71,371 | -2,413 | -3.3% | -$8.75万 | 减仓 |
| SBUX | STARBUCKS CORP | $258.13万 | 0.06% | 25,260 | 13,582 | 116.3% | $138.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $250.56万 | 0.05% | 28,547 | 9,724 | 51.7% | $85.35万 | 加仓 |
| IEO | ISHARES TR | $246.68万 | 0.05% | 22,460 | -1,469 | -6.1% | -$16.13万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $243.65万 | 0.05% | 25,349 | 1,801 | 7.6% | $17.31万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $243.56万 | 0.05% | 10,609 | -18 | -0.2% | -$4,132 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $240.05万 | 0.05% | 53,643 | -3,836 | -6.7% | -$17.17万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $229.13万 | 0.05% | 11,596 | 82 | 0.7% | $1.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $229.04万 | 0.05% | 19,163 | 4,347 | 29.3% | $51.96万 | 加仓 |
| IDXX | IDEXX LABS INC | $225.02万 | 0.05% | 4,274 | -9 | -0.2% | -$4,738 | 减仓 |
| VTV | VANGUARD INDEX FDS | $224.49万 | 0.05% | 10,301 | 635 | 6.6% | $13.84万 | 加仓 |
| COP | CONOCOPHILLIPS | $218.14万 | 0.05% | 20,982 | 2,217 | 11.8% | $23.05万 | 加仓 |
| GLD | SPDR GOLD TR | $215.90万 | 0.05% | 5,861 | 48 | 0.8% | $1.77万 | 加仓 |
| PWR | QUANTA SVCS INC | $215.57万 | 0.05% | 2,994 | 552 | 22.6% | $39.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $211.21万 | 0.05% | 11,675 | -45 | -0.4% | -$8,141 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $211.16万 | 0.05% | 28,764 | 2,140 | 8.0% | $15.71万 | 加仓 |
| APH | AMPHENOL CORP | $205.29万 | 0.04% | 11,643 | 115 | 1.0% | $2.03万 | 加仓 |
| SYK | STRYKER CORPORATION | $205.23万 | 0.04% | 6,519 | 385 | 6.3% | $12.12万 | 加仓 |
| VCR | VANGUARD WORLD FD | $201.91万 | 0.04% | 5,091 | -173 | -3.3% | -$6.86万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $198.17万 | 0.04% | 18,933 | 8,543 | 82.2% | $89.42万 | 加仓 |
| GGG | GRACO INC | $197.62万 | 0.04% | 26,137 | -1,892 | -6.8% | -$14.31万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $197.52万 | 0.04% | 7,347 | 636 | 9.5% | $17.10万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $193.46万 | 0.04% | 68,144 | 68,144 | — | $193.46万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $191.70万 | 0.04% | 21,192 | 21,192 | — | $191.70万 | 新建仓 |