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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $191.21万 | 0.04% | 13,047 | -387 | -2.9% | -$5.67万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $189.71万 | 0.04% | 52,508 | 1,028 | 2.0% | $3.71万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $189.20万 | 0.04% | 7,964 | 520 | 7.0% | $12.35万 | 加仓 |
| C | CITIGROUP INC | $187.41万 | 0.04% | 13,391 | 1,545 | 13.0% | $21.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $181.42万 | 0.04% | 4,205 | 1,649 | 64.5% | $71.14万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $179.81万 | 0.04% | 11,033 | -81 | -0.7% | -$1.32万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $171.65万 | 0.04% | 17,685 | 17,685 | — | $171.65万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $166.97万 | 0.04% | 26,549 | 21,900 | 471.1% | $137.73万 | 加仓 |
| ETR | ENTERGY CORP NEW | $162.04万 | 0.04% | 14,108 | 3,105 | 28.2% | $35.66万 | 加仓 |
| WAT | WATERS CORP | $160.22万 | 0.03% | 4,272 | 4,272 | — | $160.22万 | 新建仓 |
| GM | GENERAL MTRS CO | $155.54万 | 0.03% | 20,178 | 1,283 | 6.8% | $9.89万 | 加仓 |
| LIN | LINDE PLC | $150.07万 | 0.03% | 2,892 | 1,779 | 159.8% | $92.31万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $149.72万 | 0.03% | 8,983 | 225 | 2.6% | $3.75万 | 加仓 |
| MMM | 3M CO | $149.55万 | 0.03% | 9,236 | -11,016 | -54.4% | -$178.37万 | 减仓 |
| LEA | LEAR CORP | $147.76万 | 0.03% | 11,022 | -644 | -5.5% | -$8.63万 | 减仓 |
| ESGE | ISHARES INC | $146.37万 | 0.03% | 26,763 | -735 | -2.7% | -$4.02万 | 减仓 |
| GLW | CORNING INC | $145.78万 | 0.03% | 5,707 | 884 | 18.3% | $22.58万 | 加仓 |
| DVY | ISHARES TR | $145.45万 | 0.03% | 9,306 | 32 | 0.3% | $5,001 | 加仓 |
| MTB | M & T BK CORP | $144.98万 | 0.03% | 6,091 | 1 | 0.0% | $238 | 加仓 |
| PSX | PHILLIPS 66 | $144.56万 | 0.03% | 8,551 | 13 | 0.2% | $2,198 | 加仓 |
| KCE | SPDR SERIES TRUST | $142.43万 | 0.03% | 9,674 | -580 | -5.7% | -$8.54万 | 减仓 |
| MUSA | MURPHY USA INC | $141.88万 | 0.03% | 2,633 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $141.16万 | 0.03% | 9,861 | -207 | -2.1% | -$2.96万 | 减仓 |
| DHR | DANAHER CORP DEL | $133.66万 | 0.03% | 7,017 | -6,804 | -49.2% | -$129.61万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $133.18万 | 0.03% | 10,521 | 816 | 8.4% | $10.33万 | 加仓 |
| MPC | MARATHON PETE CORP | $131.60万 | 0.03% | 5,147 | 82 | 1.6% | $2.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $127.61万 | 0.03% | 14,927 | 297 | 2.0% | $2.54万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $127.25万 | 0.03% | 2,591 | 15 | 0.6% | $7,367 | 加仓 |
| MUNI | PIMCO ETF TR | $126.37万 | 0.03% | 24,024 | 4,194 | 21.1% | $22.06万 | 加仓 |
| LOW | LOWES COS INC | $126.30万 | 0.03% | 5,728 | -700 | -10.9% | -$15.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $126.16万 | 0.03% | 15,659 | 451 | 3.0% | $3.63万 | 加仓 |
| URI | UNITED RENTALS INC | $125.38万 | 0.03% | 1,107 | 1,107 | — | $125.38万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $124.71万 | 0.03% | 30,953 | 461 | 1.5% | $1.86万 | 加仓 |
| SO | SOUTHERN CO | $124.38万 | 0.03% | 12,995 | -50 | -0.4% | -$4,786 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $124.12万 | 0.03% | 42,859 | 110 | 0.3% | $3,186 | 加仓 |
| SOXX | ISHARES TR | $122.74万 | 0.03% | 1,916 | -53 | -2.7% | -$3.40万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $120.62万 | 0.03% | 3,938 | 185 | 4.9% | $5.67万 | 加仓 |
| NFLX | NETFLIX INC. | $120.18万 | 0.03% | 16,831 | 32 | 0.2% | $2,285 | 加仓 |
| VLO | VALERO ENERGY CORP | $118.77万 | 0.03% | 4,560 | 22 | 0.5% | $5,730 | 加仓 |
| MFC | MANULIFE FINL CORP | $117.61万 | 0.03% | 29,032 | 604 | 2.1% | $2.45万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $115.80万 | 0.03% | 4,766 | 19 | 0.4% | $4,616 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $114.68万 | 0.02% | 12,509 | -142 | -1.1% | -$1.30万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $113.37万 | 0.02% | 6,036 | -404 | -6.3% | -$7.59万 | 减仓 |
| HON | HONEYWELL INTL INC | $110.95万 | 0.02% | 4,955 | -2,973 | -37.5% | -$66.57万 | 减仓 |
| BA | BOEING CO | $110.23万 | 0.02% | 5,092 | -2,643 | -34.2% | -$57.21万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $108.93万 | 0.02% | 4,927 | 4,927 | — | $108.93万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $108.16万 | 0.02% | 1,693 | 1,693 | — | $108.16万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $103.19万 | 0.02% | 3,123 | 1,473 | 89.3% | $48.67万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.79万 | 0.02% | 30,877 | 305 | 1.0% | $1.02万 | 加仓 |
| MGK | VANGUARD WORLD FD | $102.21万 | 0.02% | 11,627 | -103 | -0.9% | -$9,055 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $101.59万 | 0.02% | 32,039 | 327 | 1.0% | $1.04万 | 加仓 |
| CTVA | CORTEVA INC | $101.23万 | 0.02% | 11,953 | -6,954 | -36.8% | -$58.90万 | 减仓 |
| PCAR | PACCAR INC | $100.44万 | 0.02% | 8,361 | -642 | -7.1% | -$7.71万 | 减仓 |
| VFH | VANGUARD WORLD FD | $100.35万 | 0.02% | 7,625 | 2,390 | 45.7% | $31.45万 | 重新持有 |
| LNC | LINCOLN NATL CORP IND | $100.18万 | 0.02% | 28,341 | 38 | 0.1% | $1,343 | 加仓 |
| MO | ALTRIA GROUP INC | $97.22万 | 0.02% | 13,512 | 315 | 2.4% | $2.27万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $96.22万 | 0.02% | 8,583 | -147 | -1.7% | -$1.65万 | 减仓 |
| TGT | TARGET CORP | $95.95万 | 0.02% | 7,346 | -40 | -0.5% | -$5,225 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $93.87万 | 0.02% | 20,621 | -250 | -1.2% | -$1.14万 | 减仓 |
| ACWX | ISHARES TR | $93.36万 | 0.02% | 12,267 | 823 | 7.2% | $6.26万 | 加仓 |
| IWR | ISHARES TR | $93.25万 | 0.02% | 8,453 | 545 | 6.9% | $6.01万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $92.66万 | 0.02% | 26,250 | -859 | -3.2% | -$3.03万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $91.91万 | 0.02% | 10,459 | -39,213 | -78.9% | -$344.61万 | 减仓 |
| IYW | ISHARES TR | $88.58万 | 0.02% | 3,512 | 133 | 3.9% | $3.35万 | 加仓 |
| SDY | SPDR SERIES TRUST | $88.42万 | 0.02% | 5,810 | 31 | 0.5% | $4,718 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $88.32万 | 0.02% | 2,675 | 115 | 4.5% | $3.80万 | 加仓 |
| RHI | ROBERT HALF INC. | $88.30万 | 0.02% | 28,763 | -9,869 | -25.5% | -$30.30万 | 减仓 |
| SYY | SYSCO CORP | $88.24万 | 0.02% | 10,557 | -39 | -0.4% | -$3,260 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $86.13万 | 0.02% | 11,743 | 80 | 0.7% | $5,868 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $84.38万 | 0.02% | 1,704 | -170 | -9.1% | -$8.42万 | 减仓 |
| OEF | ISHARES TR | $84.19万 | 0.02% | 2,301 | 4 | 0.2% | $1,464 | 加仓 |
| — | VANECK ETF TRUST | $82.35万 | 0.02% | 12,890 | -570 | -4.2% | -$3.64万 | 减仓 |
| TRMK | TRUSTMARK CORP | $82.28万 | 0.02% | 17,883 | -1,872 | -9.5% | -$8.61万 | 减仓 |
| VV | VANGUARD INDEX FDS | $80.67万 | 0.02% | 2,346 | -145 | -5.8% | -$4.99万 | 减仓 |
| SMH | VANECK ETF TRUST | $80.18万 | 0.02% | 1,222 | -10 | -0.8% | -$6,561 | 减仓 |
| CB | CHUBB LIMITED | $78.04万 | 0.02% | 2,290 | 11 | 0.5% | $3,748 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $77.39万 | 0.02% | 2,270 | 399 | 21.3% | $13.60万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $76.45万 | 0.02% | 12,577 | 80 | 0.6% | $4,863 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.19万 | 0.02% | 2,599 | 50 | 2.0% | $1.47万 | 加仓 |
| D | DOMINION ENERGY INC | $76.15万 | 0.02% | 11,151 | 37 | 0.3% | $2,527 | 加仓 |
| CVS | CVS HEALTH CORP | $76.08万 | 0.02% | 7,354 | 20 | 0.3% | $2,069 | 加仓 |
| BLK | BLACKROCK INC | $76.05万 | 0.02% | 791 | 10 | 1.3% | $9,615 | 加仓 |
| IWB | ISHARES TR | $73.99万 | 0.02% | 1,807 | 1,059 | 141.6% | $43.36万 | 加仓 |
| NVS | NOVARTIS AG | $73.90万 | 0.02% | 4,716 | -42 | -0.9% | -$6,582 | 减仓 |
| AFL | AFLAC INC | $73.45万 | 0.02% | 6,264 | -511 | -7.5% | -$5.99万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $73.21万 | 0.02% | 19,856 | -595 | -2.9% | -$2.19万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $73.19万 | 0.02% | 1,595 | 3 | 0.2% | $1,377 | 加仓 |
| ECL | ECOLAB INC | $72.48万 | 0.02% | 2,602 | -176 | -6.3% | -$4.90万 | 减仓 |
| T | AT&T INC | $72.38万 | 0.02% | 34,968 | -19,456 | -35.7% | -$40.27万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $70.62万 | 0.02% | 66,245 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.55万 | 0.02% | 1,003 | 1 | 0.1% | $703 | 加仓 |
| SHEL | SHELL PLC | $65.12万 | 0.01% | 8,398 | 184 | 2.2% | $1.43万 | 加仓 |
| ITOT | ISHARES TR | $64.79万 | 0.01% | 3,944 | 36 | 0.9% | $5,914 | 加仓 |
| FFIV | F5 INC | $59.19万 | 0.01% | 1,423 | -32 | -2.2% | -$1.33万 | 减仓 |
| IWP | ISHARES TR | $57.36万 | 0.01% | 3,918 | 4 | 0.1% | $586 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $57.10万 | 0.01% | 4,345 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.97万 | 0.01% | 15,497 | 610 | 4.1% | $2.24万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $56.93万 | 0.01% | 3,332 | 3,332 | — | $56.93万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $56.85万 | 0.01% | 22,346 | -5,585 | -20.0% | -$14.21万 | 减仓 |