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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | $25.74万 | 0.01% | 7,694 | -43 | -0.6% | -$1,439 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.60万 | 0.01% | 5,015 | 521 | 11.6% | $2.66万 | 加仓 |
| EME | EMCOR GROUP INC | $25.46万 | 0.01% | 307 | 1 | 0.3% | $829 | 加仓 |
| WM | WASTE MGMT INC DEL | $25.30万 | 0.01% | 1,135 | 41 | 3.7% | $9,139 | 加仓 |
| PLD | PROLOGIS INC. | $25.11万 | 0.01% | 1,853 | 1,853 | — | $25.11万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.07万 | 0.01% | 1,018 | 28 | 2.8% | $6,894 | 加仓 |
| O | REALTY INCOME CORP | $25.00万 | 0.01% | 4,034 | 63 | 1.6% | $3,904 | 加仓 |
| APP | APPLOVIN CORP | $24.62万 | 0.01% | 478 | -16 | -3.2% | -$8,240 | 重新持有 |
| ET | ENERGY TRANSFER L P | $24.42万 | 0.01% | 12,772 | 213 | 1.7% | $4,073 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.18万 | 0.01% | 1,541 | 1,541 | — | $24.18万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $24.15万 | 0.01% | 3,540 | 16 | 0.5% | $1,092 | 加仓 |
| FTNT | FORTINET INC | $24.07万 | 0.01% | 1,567 | 1,567 | — | $24.07万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $23.85万 | 0.01% | 5,261 | 5,261 | — | $23.85万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $23.77万 | 0.01% | 641 | 11 | 1.7% | $4,079 | 加仓 |
| PSA | PUBLIC STORAGE | $23.69万 | 0.01% | 744 | -51 | -6.4% | -$1.62万 | 重新持有 |
| CACI | CACI INTL INC | $23.21万 | 0.01% | 501 | 1 | 0.2% | $463 | 加仓 |
| IJJ | ISHARES TR | $22.46万 | 0.00% | 1,521 | 1,521 | — | $22.46万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $22.42万 | 0.00% | 2,000 | 2,000 | — | $22.42万 | 新建仓 |
| BN | BROOKFIELD CORP | $22.17万 | 0.00% | 5,207 | -18 | -0.3% | -$767 | 减仓 |
| BDX | BECTON DICKINSON & CO | $22.17万 | 0.00% | 1,465 | 132 | 9.9% | $2.00万 | 加仓 |
| INVA | INNOVIVA INC | $22.08万 | 0.00% | 9,722 | -147 | -1.5% | -$3,338 | 减仓 |
| EQIX | EQUINIX INC | $21.65万 | 0.00% | 208 | -14 | -6.3% | -$1.46万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $21.57万 | 0.00% | 1,654 | 1,654 | — | $21.57万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $21.41万 | 0.00% | 1,612 | -136 | -7.8% | -$1.81万 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $21.34万 | 0.00% | 4,045 | 4,045 | — | $21.34万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $21.18万 | 0.00% | 266 | 266 | — | $21.18万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $20.85万 | 0.00% | 2,797 | 43 | 1.6% | $3,205 | 加仓 |
| EQX | EQUINOX GOLD CORP | $20.80万 | 0.00% | 21,400 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $20.38万 | 0.00% | 955 | 955 | — | $20.38万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.33万 | 0.00% | 4,617 | 4,617 | — | $20.33万 | 新建仓 |
| GPC | GENUINE PARTS CO | $20.24万 | 0.00% | 1,715 | -252 | -12.8% | -$2.97万 | 减仓 |
| DAL | DELTA AIR LINES INC | $20.21万 | 0.00% | 2,158 | 2,158 | — | $20.21万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $17.92万 | 0.00% | 12,045 | 1,479 | 14.0% | $2.20万 | 重新持有 |
| — | EATON VANCE MUN INCOME TR | $17.86万 | 0.00% | 15,863 | 2,183 | 16.0% | $2.46万 | 重新持有 |
| PML | PIMCO MUN INCOME FD II | $17.67万 | 0.00% | 23,214 | 94 | 0.4% | $715 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $17.62万 | 0.00% | 16,671 | 2,904 | 21.1% | $3.07万 | 重新持有 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $17.54万 | 0.00% | 10,776 | 10,776 | — | $17.54万 | 新建仓 |
| EIM | EATON VANCE MUN BD FD | $17.43万 | 0.00% | 17,503 | 64 | 0.4% | $637 | 加仓 |
| F | FORD MTR CO | $16.53万 | 0.00% | 11,889 | -1,757 | -12.9% | -$2.44万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $15.74万 | 0.00% | 37,842 | 9,663 | 34.3% | $4.02万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $14.65万 | 0.00% | 34,806 | 8,919 | 34.5% | $3.75万 | 加仓 |
| — | DIGIMARC CORP | $10.91万 | 0.00% | 13,271 | 13,271 | — | $10.91万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $9.88万 | 0.00% | 11,805 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $8.34万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $6.45万 | 0.00% | 12,916 | 439 | 3.5% | $2,191 | 加仓 |
| — | BINAH CAP GROUP INC | $5.16万 | 0.00% | 33,482 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $4.10万 | 0.00% | 12,001 | 454 | 3.9% | $1,553 | 加仓 |
| — | BEELINE HOLDINGS INC | $3.47万 | 0.00% | 28,435 | 10,000 | 54.2% | $1.22万 | 加仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.34万 | 0.00% | 10,000 | -30 | -0.3% | -$70 | 减仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -18,996 | -100.0% | -$821.35万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -152,148 | -100.0% | -$767.43万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -114,899 | -100.0% | -$519.69万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -25,796 | -100.0% | -$335.14万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -18,941 | -100.0% | -$289.98万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -25,633 | -100.0% | -$236.62万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -6,588 | -100.0% | -$144.29万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -7,909 | -100.0% | -$136.58万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -14,233 | -100.0% | -$103.59万 | 清仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $0 | 0.00% | 0 | -158,618 | -100.0% | -$93.27万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -2,296 | -100.0% | -$80.65万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -7,078 | -100.0% | -$76.88万 | 清仓 |
| NYF | ISHARES TR | $0 | 0.00% | 0 | -8,250 | -100.0% | -$43.82万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -20,987 | -100.0% | -$30.35万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,392 | -100.0% | -$25.64万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -597 | -100.0% | -$25.41万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,735 | -100.0% | -$24.28万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,728 | -100.0% | -$24.05万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -489 | -100.0% | -$23.15万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,272 | -100.0% | -$21.95万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,043 | -100.0% | -$21.27万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -5,018 | -100.0% | -$20.94万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -5,567 | -100.0% | -$20.61万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -2,568 | -100.0% | -$20.28万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,732 | -100.0% | -$20.19万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -681 | -100.0% | -$20.12万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -13,271 | -100.0% | -$6.52万 | 清仓 |