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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | $21.72万 | 0.01% | 1,285 | -175 | -12.0% | -$2.96万 | 减仓 |
| EQIX | EQUINIX INC | $21.72万 | 0.01% | 222 | 222 | — | $21.72万 | 新建仓 |
| CIEN | CIENA CORP | $21.66万 | 0.01% | 558 | 558 | — | $21.66万 | 新建仓 |
| CMI | CUMMINS INC | $21.50万 | 0.01% | 400 | 400 | — | $21.50万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $21.27万 | 0.01% | 1,043 | 8 | 0.8% | $1,632 | 加仓 |
| VHT | VANGUARD WORLD FD | $21.17万 | 0.01% | 777 | -4,980 | -86.5% | -$135.67万 | 减仓 |
| BN | BROOKFIELD CORP | $21.15万 | 0.01% | 5,225 | 30 | 0.6% | $1,214 | 加仓 |
| KBE | SPDR SERIES TRUST | $20.98万 | 0.01% | 3,524 | 19 | 0.5% | $1,131 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.96万 | 0.01% | 1,333 | -96 | -6.7% | -$1.51万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $20.94万 | 0.01% | 5,018 | -14 | -0.3% | -$584 | 减仓 |
| GPC | GENUINE PARTS CO | $20.80万 | 0.01% | 1,967 | -11 | -0.6% | -$1,163 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $20.72万 | 0.01% | 2,754 | -35 | -1.3% | -$2,634 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $20.61万 | 0.01% | 630 | 630 | — | $20.61万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $20.61万 | 0.01% | 5,567 | 5,567 | — | $20.61万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.60万 | 0.01% | 990 | 990 | — | $20.60万 | 新建仓 |
| RING | ISHARES INC | $20.28万 | 0.01% | 2,568 | 2,568 | — | $20.28万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $20.26万 | 0.01% | 6,100 | 0 | 0.0% | — | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $20.26万 | 0.01% | 48 | -165 | -77.5% | -$69.65万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $20.19万 | 0.01% | 6,732 | -41 | -0.6% | -$1,230 | 减仓 |
| CME | CME GROUP INC | $20.12万 | 0.01% | 681 | 681 | — | $20.12万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $17.50万 | 0.00% | 23,120 | 4,682 | 25.4% | $3.54万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $17.04万 | 0.00% | 17,439 | 3,367 | 23.9% | $3.29万 | 加仓 |
| F | FORD MTR CO | $15.75万 | 0.00% | 13,646 | 306 | 2.3% | $3,531 | 加仓 |
| — | URANIUM RTY CORP | $10.95万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $10.64万 | 0.00% | 11,805 | -1,642 | -12.2% | -$1.48万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $9.89万 | 0.00% | 28,179 | -1,159 | -4.0% | -$4,068 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $9.09万 | 0.00% | 25,887 | 0 | 0.0% | — | 不变 |
| — | BINAH CAP GROUP INC | $6.73万 | 0.00% | 33,482 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $6.52万 | 0.00% | 13,271 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $6.36万 | 0.00% | 12,477 | 433 | 3.6% | $2,208 | 加仓 |
| — | BEELINE HOLDINGS INC | $4.33万 | 0.00% | 18,435 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $4.13万 | 0.00% | 11,547 | -1,098 | -8.7% | -$3,931 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.13万 | 0.00% | 10,030 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -98,759 | -100.0% | -$485.79万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -40,366 | -100.0% | -$295.80万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -38,526 | -100.0% | -$249.07万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -16,295 | -100.0% | -$210.47万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -30,359 | -100.0% | -$184.22万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -7,777 | -100.0% | -$164.29万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,891 | -100.0% | -$154.36万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -5,645 | -100.0% | -$111.30万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -11,222 | -100.0% | -$97.74万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -3,759 | -100.0% | -$82.46万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -3,522 | -100.0% | -$79.76万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -2,743 | -100.0% | -$76.51万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -3,515 | -100.0% | -$52.36万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,804 | -100.0% | -$50.22万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -9,261 | -100.0% | -$49.64万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,668 | -100.0% | -$49.05万 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -30,475 | -100.0% | -$43.21万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,093 | -100.0% | -$39.05万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -4,994 | -100.0% | -$36.46万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -11,700 | -100.0% | -$35.80万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -8,243 | -100.0% | -$35.34万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$34.81万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,648 | -100.0% | -$31.00万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,388 | -100.0% | -$30.01万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -6,824 | -100.0% | -$23.89万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,710 | -100.0% | -$23.37万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,577 | -100.0% | -$23.21万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,498 | -100.0% | -$22.11万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -909 | -100.0% | -$22.03万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,059 | -100.0% | -$20.54万 | 清仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $0 | 0.00% | 0 | -9,261 | -100.0% | -$20.51万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -10,347 | -100.0% | -$19.47万 | 清仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -10,579 | -100.0% | -$17.43万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -13,645 | -100.0% | -$16.96万 | 清仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $0 | 0.00% | 0 | -12,285 | -100.0% | -$16.39万 | 清仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRIN | TRINITY CAP INC | $0 | 0.00% | 0 | -10,206 | -100.0% | -$14.95万 | 清仓 |
| — | EATON VANCE MUNI INCOME TRUS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $0 | 0.00% | 0 | — | — | — | 申报中断 |