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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $52.14万 | 0.01% | 764 | 10 | 1.3% | $6,825 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $52.12万 | 0.01% | 8,730 | -87 | -1.0% | -$5,194 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $50.17万 | 0.01% | 1,650 | 1,650 | — | $50.17万 | 新建仓 |
| IWP | ISHARES TR | $50.14万 | 0.01% | 3,914 | 2 | 0.1% | $256 | 加仓 |
| — | VANECK ETF TRUST | $50.09万 | 0.01% | 13,460 | -177 | -1.3% | -$6,587 | 减仓 |
| ATO | ATMOS ENERGY CORP | $49.90万 | 0.01% | 2,701 | -299 | -10.0% | -$5.52万 | 减仓 |
| YUM | YUM BRANDS INC | $49.79万 | 0.01% | 3,203 | 3 | 0.1% | $466 | 加仓 |
| SMH | VANECK ETF TRUST | $47.22万 | 0.01% | 1,232 | 1 | 0.1% | $383 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.50万 | 0.01% | 1,629 | -3,667 | -69.2% | -$102.43万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.17万 | 0.01% | 1,309 | 1 | 0.1% | $345 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $45.08万 | 0.01% | 13,445 | 112 | 0.8% | $3,755 | 加仓 |
| KRE | SPDR SERIES TRUST | $44.06万 | 0.01% | 6,764 | 13 | 0.2% | $847 | 加仓 |
| NEM | NEWMONT CORP | $43.84万 | 0.01% | 4,050 | 307 | 8.2% | $3.32万 | 加仓 |
| NYF | ISHARES TR | $43.82万 | 0.01% | 8,250 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $43.33万 | 0.01% | 1,379 | 40 | 3.0% | $1.26万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $42.57万 | 0.01% | 8,506 | 287 | 3.5% | $1.44万 | 加仓 |
| FISV | FISERV INC | $42.37万 | 0.01% | 7,593 | -384 | -4.8% | -$2.14万 | 减仓 |
| MET | METLIFE INC | $42.29万 | 0.01% | 5,981 | 137 | 2.3% | $9,688 | 加仓 |
| FFIV | F5 INC | $42.10万 | 0.01% | 1,455 | -158 | -9.8% | -$4.57万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.95万 | 0.01% | 2,556 | -7 | -0.3% | -$1,149 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $41.68万 | 0.01% | 21,309 | -4,905 | -18.7% | -$9.59万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $40.89万 | 0.01% | 53,307 | -5,129 | -8.8% | -$3.93万 | 减仓 |
| QUAL | ISHARES TR | $40.85万 | 0.01% | 2,130 | 142 | 7.1% | $2.72万 | 加仓 |
| FDX | FEDEX CORP | $40.56万 | 0.01% | 1,139 | 20 | 1.8% | $7,122 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $40.26万 | 0.01% | 7,897 | -1,010,482 | -99.2% | -$5,151.64万 | 减仓 |
| CSX | CSX CORP | $40.05万 | 0.01% | 9,757 | 435 | 4.7% | $1.79万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $39.93万 | 0.01% | 1,419 | 48 | 3.5% | $1.35万 | 加仓 |
| AZO | AUTOZONE INC | $39.64万 | 0.01% | 117 | -1 | -0.8% | -$3,388 | 减仓 |
| IHE | ISHARES TR | $39.48万 | 0.01% | 4,554 | -17,875 | -79.7% | -$154.95万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $38.86万 | 0.01% | 13,953 | -789 | -5.4% | -$2.20万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.07万 | 0.01% | 4,939 | 13 | 0.3% | $1,002 | 加仓 |
| MUB | ISHARES TR | $37.52万 | 0.01% | 3,535 | 18 | 0.5% | $1,911 | 加仓 |
| IJS | ISHARES TR | $37.22万 | 0.01% | 3,142 | 4 | 0.1% | $474 | 加仓 |
| THG | HANOVER INS GROUP INC | $36.79万 | 0.01% | 2,123 | 29 | 1.4% | $5,026 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $36.30万 | 0.01% | 5,618 | 6 | 0.1% | $388 | 加仓 |
| — | THE BEAUTY HEALTH COMPANY | $36.22万 | 0.01% | 406,987 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $36.22万 | 0.01% | 3,202 | 3 | 0.1% | $339 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $36.13万 | 0.01% | 37,952 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $36.07万 | 0.01% | 1,449 | 1 | 0.1% | $249 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $36.04万 | 0.01% | 2,751 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $35.53万 | 0.01% | 1,035 | -23 | -2.2% | -$7,896 | 减仓 |
| CI | THE CIGNA GROUP | $35.35万 | 0.01% | 1,325 | 15 | 1.1% | $4,002 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.34万 | 0.01% | 11,788 | 835 | 7.6% | $2.43万 | 加仓 |
| IHF | ISHARES TR | $33.80万 | 0.01% | 8,077 | -1,847 | -18.6% | -$7.73万 | 减仓 |
| — | ECB BANCORP INC | $33.46万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $33.30万 | 0.01% | 4,315 | 24 | 0.6% | $1,852 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $33.04万 | 0.01% | 9,256 | -220 | -2.3% | -$7,854 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $31.77万 | 0.01% | 5,825 | 2 | 0.0% | $109 | 加仓 |
| VOX | VANGUARD WORLD FD | $31.50万 | 0.01% | 1,752 | -100 | -5.4% | -$1.80万 | 减仓 |
| FE | FIRSTENERGY CORP | $31.21万 | 0.01% | 6,160 | 90 | 1.5% | $4,559 | 加仓 |
| CNI | CANADIAN NATL RY CO | $31.19万 | 0.01% | 3,035 | 11 | 0.4% | $1,130 | 加仓 |
| EQX | EQUINOX GOLD CORP | $30.94万 | 0.01% | 21,400 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.80万 | 0.01% | 3,885 | 24 | 0.6% | $1,903 | 加仓 |
| — | AMICUS THERAPEUTIC | $30.35万 | 0.01% | 20,987 | -3,396 | -13.9% | -$4.91万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.32万 | 0.01% | 10,303 | 78 | 0.8% | $2,296 | 加仓 |
| SAN | BANCO SANTANDER SA | $30.22万 | 0.01% | 26,792 | -347 | -1.3% | -$3,914 | 减仓 |
| IGSB | ISHARES TR | $30.14万 | 0.01% | 5,735 | -199 | -3.4% | -$1.05万 | 减仓 |
| WCC | WESCO INTL INC | $30.08万 | 0.01% | 1,099 | 2 | 0.2% | $547 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.99万 | 0.01% | 1,871 | 348 | 22.8% | $5.58万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.94万 | 0.01% | 5,420 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $29.89万 | 0.01% | 3,306 | 16 | 0.5% | $1,446 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $29.81万 | 0.01% | 4,188 | 37 | 0.9% | $2,634 | 加仓 |
| ES | EVERSOURCE ENERGY | $29.45万 | 0.01% | 4,251 | -384 | -8.3% | -$2.66万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $29.43万 | 0.01% | 11,757 | 135 | 1.2% | $3,380 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.93万 | 0.01% | 648 | 12 | 1.9% | $5,357 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $28.51万 | 0.01% | 4,557 | 421 | 10.2% | $2.63万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $28.50万 | 0.01% | 1,459 | 48 | 3.4% | $9,378 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.36万 | 0.01% | 2,585 | 3 | 0.1% | $329 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $28.05万 | 0.01% | 2,606 | -36 | -1.4% | -$3,875 | 减仓 |
| AGX | ARGAN INC | $27.43万 | 0.01% | 504 | 504 | — | $27.43万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $27.32万 | 0.01% | 4,649 | -12 | -0.3% | -$705 | 减仓 |
| CACI | CACI INTL INC | $27.19万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $27.09万 | 0.01% | 5,527 | 247 | 4.7% | $1.21万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $26.78万 | 0.01% | 3,842 | -29 | -0.7% | -$2,022 | 减仓 |
| IWB | ISHARES TR | $26.68万 | 0.01% | 748 | -3 | -0.4% | -$1,070 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $26.57万 | 0.01% | 189,750 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $26.53万 | 0.01% | 4,494 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $26.18万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $26.14万 | 0.01% | 760 | 10 | 1.3% | $3,440 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.00万 | 0.01% | 2,219 | 5 | 0.2% | $586 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.96万 | 0.01% | 1,980 | 148 | 8.1% | $1.94万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $25.95万 | 0.01% | 7,737 | -2,958 | -27.7% | -$9.92万 | 减仓 |
| EFV | ISHARES TR | $25.68万 | 0.01% | 3,455 | -8 | -0.2% | -$595 | 减仓 |
| — | HOLOGIC INC | $25.64万 | 0.01% | 3,392 | 178 | 5.5% | $1.35万 | 加仓 |
| SPGI | S&P GLOBAL INC | $25.41万 | 0.01% | 597 | -15 | -2.5% | -$6,384 | 减仓 |
| WM | WASTE MGMT INC DEL | $25.13万 | 0.01% | 1,094 | 42 | 4.0% | $9,648 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $25.11万 | 0.01% | 4,005 | -435 | -9.8% | -$2.73万 | 减仓 |
| IWS | ISHARES TR | $24.95万 | 0.01% | 1,712 | 15 | 0.9% | $2,186 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.88万 | 0.01% | 782 | 8 | 1.0% | $2,545 | 加仓 |
| ENB | ENBRIDGE INC | $24.87万 | 0.01% | 4,593 | 56 | 1.2% | $3,032 | 加仓 |
| O | REALTY INCOME CORP | $24.29万 | 0.01% | 3,971 | 129 | 3.4% | $7,892 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $24.28万 | 0.01% | 3,735 | 3,735 | — | $24.28万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $24.24万 | 0.01% | 12,559 | 15 | 0.1% | $289 | 加仓 |
| IAU | ISHARES GOLD TR | $24.05万 | 0.01% | 2,728 | 2,728 | — | $24.05万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.93万 | 0.01% | 3,187 | 5 | 0.2% | $375 | 加仓 |
| DGRW | WISDOMTREE TR | $23.72万 | 0.01% | 2,700 | 8 | 0.3% | $703 | 加仓 |
| HCA | HCA HEALTHCARE INC | $23.15万 | 0.01% | 489 | -3 | -0.6% | -$1,420 | 减仓 |
| INVA | INNOVIVA INC | $22.99万 | 0.01% | 9,869 | -1,674 | -14.5% | -$3.90万 | 减仓 |
| EME | EMCOR GROUP INC | $22.56万 | 0.01% | 306 | 306 | — | $22.56万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $21.95万 | 0.01% | 1,272 | 75 | 6.3% | $1.29万 | 加仓 |