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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $3.24亿 | 8.97% | 3,578,092 | 2,630 | 0.1% | $23.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2.99亿 | 8.27% | 1,140,780 | 31,193 | 2.8% | $817.01万 | 加仓 |
| IEMG | ISHARES INC | $1.76亿 | 4.87% | 2,520,224 | -25,193 | -1.0% | -$175.72万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $1.72亿 | 4.76% | 6,890,436 | 22,248 | 0.3% | $55.58万 | 加仓 |
| IVV | ISHARES TR | $1.59亿 | 4.40% | 243,396 | -13,558 | -5.3% | -$885.62万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1.22亿 | 3.37% | 1,556,167 | -26,960 | -1.7% | -$211.02万 | 减仓 |
| AAPL | APPLE INC | $1.08亿 | 2.98% | 424,450 | 2,707 | 0.6% | $68.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $9,614.19万 | 2.66% | 723,415 | -368,788 | -33.8% | -$4,901.19万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $7,101.92万 | 1.97% | 640,620 | 104,422 | 19.5% | $1,157.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,451.65万 | 1.79% | 174,289 | 1,874 | 1.1% | $69.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,967.46万 | 1.65% | 342,170 | 14,967 | 4.6% | $261.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,194.33万 | 1.44% | 118,921 | 103 | 0.1% | $4.50万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,763.36万 | 1.32% | 248,195 | 59,489 | 31.5% | $1,141.71万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4,574.78万 | 1.27% | 312,037 | -87,844 | -22.0% | -$1,287.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,507.51万 | 1.25% | 133,378 | -11,050 | -7.7% | -$373.43万 | 减仓 |
| GOOGL | ALPHABET INC | $3,837.27万 | 1.06% | 133,442 | -17,556 | -11.6% | -$504.84万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3,620.03万 | 1.00% | 761,631 | -12,226 | -1.6% | -$58.11万 | 减仓 |
| AMZN | AMAZON COM INC | $3,550.08万 | 0.98% | 170,455 | 10,081 | 6.3% | $209.96万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,442.94万 | 0.95% | 443,964 | 53,116 | 13.6% | $411.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,931.63万 | 0.81% | 119,932 | 5,511 | 4.8% | $134.71万 | 加仓 |
| AMGN | AMGEN INC | $2,835.50万 | 0.78% | 80,588 | -1,541 | -1.9% | -$54.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,774.50万 | 0.77% | 94,319 | -3,505 | -3.6% | -$103.10万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $2,714.68万 | 0.75% | 331,139 | 51,874 | 18.6% | $425.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,639.84万 | 0.73% | 163,225 | 24,483 | 17.6% | $395.96万 | 加仓 |
| GOOG | ALPHABET INC | $2,510.45万 | 0.69% | 87,515 | -1,300 | -1.5% | -$37.29万 | 减仓 |
| META | META PLATFORMS INC | $2,483.00万 | 0.69% | 43,399 | -39 | -0.1% | -$2.23万 | 减仓 |
| ABBV | ABBVIE INC | $2,388.48万 | 0.66% | 109,820 | 606 | 0.6% | $13.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,381.50万 | 0.66% | 388,752 | -339,941 | -46.7% | -$2,082.48万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,333.54万 | 0.65% | 308,098 | 57,454 | 22.9% | $435.16万 | 加仓 |
| — | ETF SER SOLUTIONS | $2,263.11万 | 0.63% | 934,785 | -41,263 | -4.2% | -$99.90万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,250.69万 | 0.62% | 371,095 | 23,476 | 6.8% | $142.38万 | 加仓 |
| PFE | PFIZER INC | $2,233.15万 | 0.62% | 795,282 | 5,332 | 0.7% | $14.97万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,185.22万 | 0.60% | 836,607 | -9,743 | -1.2% | -$25.45万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,159.87万 | 0.60% | 63,193 | 2,161 | 3.5% | $73.86万 | 加仓 |
| ETN | EATON CORP PLC | $2,112.98万 | 0.58% | 59,076 | 166 | 0.3% | $5.94万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $2,084.89万 | 0.58% | 417,228 | 188,590 | 82.5% | $942.38万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $2,072.14万 | 0.57% | 148,679 | -1,689 | -1.1% | -$23.54万 | 减仓 |
| AVGO | BROADCOM INC | $2,050.08万 | 0.57% | 66,236 | -13,086 | -16.5% | -$405.03万 | 减仓 |
| QCOM | QUALCOMM INC | $2,043.48万 | 0.57% | 158,680 | -953 | -0.6% | -$12.27万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,022.66万 | 0.56% | 597,361 | 47,911 | 8.7% | $162.23万 | 加仓 |
| — | EXXON MOBIL CORP | $1,987.48万 | 0.55% | 117,145 | 5,437 | 4.9% | $92.24万 | 加仓 |
| EOG | EOG RES INC | $1,947.56万 | 0.54% | 134,714 | 2,337 | 1.8% | $33.79万 | 加仓 |
| CSCO | CISCO SYS INC | $1,832.21万 | 0.51% | 236,140 | -6,313 | -2.6% | -$48.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,808.32万 | 0.50% | 88,892 | -1,998 | -2.2% | -$40.65万 | 减仓 |
| SGOV | ISHARES TR | $1,787.76万 | 0.49% | 177,604 | -12,768 | -6.7% | -$128.52万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,700.07万 | 0.47% | 714,015 | -14,571 | -2.0% | -$34.69万 | 减仓 |
| V | VISA INC | $1,572.71万 | 0.44% | 52,035 | -349 | -0.7% | -$10.55万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,570.42万 | 0.43% | 174,221 | 58,156 | 50.1% | $524.22万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,541.16万 | 0.43% | 177,860 | -1,659 | -0.9% | -$14.38万 | 减仓 |
| IJR | ISHARES TR | $1,539.70万 | 0.43% | 123,860 | -984 | -0.8% | -$12.23万 | 减仓 |
| AGG | ISHARES TR | $1,514.52万 | 0.42% | 152,565 | -1,783 | -1.2% | -$17.70万 | 减仓 |
| ASML | ASML HLDG NV | $1,493.64万 | 0.41% | 11,308 | -388 | -3.3% | -$51.25万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,448.38万 | 0.40% | 293,372 | -309,488 | -51.3% | -$1,527.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,422.14万 | 0.39% | 68,736 | 420 | 0.6% | $8.69万 | 加仓 |
| CRM | SALESFORCE INC | $1,397.45万 | 0.39% | 74,862 | 22,913 | 44.1% | $427.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,360.65万 | 0.38% | 20,922 | 159 | 0.8% | $10.34万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,360.31万 | 0.38% | 279,038 | 803 | 0.3% | $3.91万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,309.99万 | 0.36% | 135,792 | 53,849 | 65.7% | $519.48万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,309.78万 | 0.36% | 66,054 | 6,387 | 10.7% | $126.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,309.20万 | 0.36% | 260,797 | 3,906 | 1.5% | $19.61万 | 加仓 |
| INCY | INCYTE CORP | $1,283.79万 | 0.36% | 136,399 | -4,942 | -3.5% | -$46.51万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,231.63万 | 0.34% | 83,517 | -1,986 | -2.3% | -$29.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,231.39万 | 0.34% | 119,936 | 47,108 | 64.7% | $483.66万 | 加仓 |
| IJH | ISHARES TR | $1,213.05万 | 0.34% | 179,631 | 765 | 0.4% | $5.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,186.02万 | 0.33% | 39,210 | 1,013 | 2.7% | $30.64万 | 加仓 |
| KLAC | KLA CORP | $1,185.57万 | 0.33% | 8,052 | 517 | 6.9% | $76.12万 | 加仓 |
| SLB | SLB LIMITED | $1,162.05万 | 0.32% | 226,124 | -4,475 | -1.9% | -$23.00万 | 减仓 |
| HSY | HERSHEY CO | $1,157.69万 | 0.32% | 55,688 | -513 | -0.9% | -$10.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,138.91万 | 0.32% | 23,767 | 1,152 | 5.1% | $55.20万 | 加仓 |
| PEP | PEPSICO INC | $1,137.94万 | 0.31% | 73,278 | 1,298 | 1.8% | $20.16万 | 加仓 |
| IWM | ISHARES TR | $1,096.09万 | 0.30% | 44,197 | -100 | -0.2% | -$2.48万 | 减仓 |
| TXT | TEXTRON INC | $1,093.03万 | 0.30% | 124,831 | 1,808 | 1.5% | $15.83万 | 加仓 |
| DIS | DISNEY WALT CO | $1,087.81万 | 0.30% | 112,867 | 30,361 | 36.8% | $292.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,022.95万 | 0.28% | 224,086 | -135 | -0.1% | -$6,163 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,022.92万 | 0.28% | 16,925 | -11 | -0.1% | -$6,648 | 减仓 |
| GSK | GSK PLC | $1,006.18万 | 0.28% | 182,311 | -3,253 | -1.8% | -$17.95万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,002.98万 | 0.28% | 391,178 | -100,533 | -20.4% | -$257.77万 | 减仓 |
| EFA | ISHARES TR | $964.59万 | 0.27% | 99,309 | 37 | 0.0% | $3,594 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $921.25万 | 0.26% | 27,269 | -12,345 | -31.2% | -$417.06万 | 减仓 |
| PAYX | PAYCHEX INC | $919.67万 | 0.25% | 99,834 | 3,328 | 3.4% | $30.66万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $913.81万 | 0.25% | 83,851 | -192,368 | -69.6% | -$2,096.42万 | 减仓 |
| RTX | RTX CORPORATION | $876.12万 | 0.24% | 45,419 | 195 | 0.4% | $3.76万 | 加仓 |
| ADBE | ADOBE INC | $836.59万 | 0.23% | 34,416 | 6,911 | 25.1% | $167.99万 | 加仓 |
| INTU | INTUIT | $821.35万 | 0.23% | 18,996 | -1,704 | -8.2% | -$73.68万 | 减仓 |
| HYG | ISHARES TR | $808.35万 | 0.22% | 101,603 | -274 | -0.3% | -$2.18万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $780.03万 | 0.22% | 37,492 | -1,043 | -2.7% | -$21.70万 | 减仓 |
| MKC | MCCORMICK & CO INC | $767.43万 | 0.21% | 152,148 | 87,197 | 134.3% | $439.82万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $759.57万 | 0.21% | 123,810 | -2,012 | -1.6% | -$12.34万 | 减仓 |
| LLY | ELI LILLY & CO | $739.52万 | 0.20% | 8,040 | 1,358 | 20.3% | $124.91万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $706.31万 | 0.20% | 285,378 | -11,960 | -4.0% | -$29.60万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $699.50万 | 0.19% | 35,811 | -595 | -1.6% | -$11.62万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $698.55万 | 0.19% | 243,312 | 105,130 | 76.1% | $301.83万 | 加仓 |
| XYL | XYLEM INC | $697.65万 | 0.19% | 58,381 | -1,676 | -2.8% | -$20.03万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $697.14万 | 0.19% | 120,989 | 949 | 0.8% | $5.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $690.30万 | 0.19% | 11,552 | 39 | 0.3% | $2.33万 | 加仓 |
| CLX | CLOROX CO DEL | $664.48万 | 0.18% | 64,121 | 24,577 | 62.2% | $254.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $657.90万 | 0.18% | 13,385 | -402 | -2.9% | -$19.76万 | 减仓 |
| AME | AMETEK INC | $657.63万 | 0.18% | 30,679 | -219 | -0.7% | -$4.69万 | 减仓 |
| BIIB | BIOGEN INC | $635.86万 | 0.18% | 34,684 | 840 | 2.5% | $15.40万 | 加仓 |
| MCD | MCDONALDS CORP | $623.83万 | 0.17% | 20,072 | 3,715 | 22.7% | $115.46万 | 加仓 |