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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $3.57亿 | 7.73% | 1,178,370 | 37,590 | 3.3% | $1,139.43万 | 加仓 |
| IEFA | ISHARES TR | $3.55亿 | 7.68% | 3,677,104 | 99,012 | 2.8% | $956.26万 | 加仓 |
| IEMG | ISHARES INC | $2.09亿 | 4.52% | 2,523,223 | 2,999 | 0.1% | $24.84万 | 加仓 |
| IVV | ISHARES TR | $1.94亿 | 4.19% | 258,792 | 15,396 | 6.3% | $1,152.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.76亿 | 3.81% | 925,282 | 201,867 | 27.9% | $3,845.97万 | 加仓 |
| HYG | ISHARES TR | $1.75亿 | 3.79% | 2,189,127 | 2,087,524 | 2,054.6% | $1.67亿 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1.71亿 | 3.69% | 6,818,664 | -71,772 | -1.0% | -$179.65万 | 减仓 |
| JNK | SPDR SERIES TRUST | $1.58亿 | 3.42% | 1,638,298 | 1,638,298 | — | $1.58亿 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1.35亿 | 2.92% | 1,515,219 | -40,948 | -2.6% | -$365.17万 | 减仓 |
| AAPL | APPLE INC | $1.23亿 | 2.67% | 426,013 | 1,563 | 0.4% | $45.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,876.74万 | 1.49% | 343,683 | 1,513 | 0.4% | $30.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,619.66万 | 1.43% | 177,461 | 3,172 | 1.8% | $118.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,438.16万 | 1.39% | 134,811 | 1,433 | 1.1% | $68.44万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $6,220.64万 | 1.35% | 335,833 | 172,608 | 105.7% | $3,197.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6,058.99万 | 1.31% | 703,389 | -10,137 | -1.4% | -$87.32万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $5,394.64万 | 1.17% | 340,013 | 27,976 | 9.0% | $443.87万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,220.05万 | 1.13% | 89,860 | 968 | 1.1% | $56.23万 | 加仓 |
| HYD | VANECK ETF TRUST | $4,990.10万 | 1.08% | 968,763 | 963,339 | 17,760.7% | $4,962.16万 | 重新持有 |
| GOOGL | ALPHABET INC | $4,746.64万 | 1.03% | 132,821 | -621 | -0.5% | -$22.19万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4,541.76万 | 0.98% | 62,818 | -375 | -0.6% | -$27.11万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $4,439.02万 | 0.96% | 493,444 | 49,480 | 11.1% | $445.12万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $4,183.65万 | 0.90% | 390,521 | -250,099 | -39.0% | -$2,679.31万 | 减仓 |
| AMZN | AMAZON COM INC | $4,174.47万 | 0.90% | 175,147 | 4,692 | 2.8% | $111.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,102.44万 | 0.89% | 192,811 | -55,384 | -22.3% | -$1,178.41万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4,030.40万 | 0.87% | 745,956 | -15,675 | -2.1% | -$84.69万 | 减仓 |
| GOOG | ALPHABET INC | $3,655.25万 | 0.79% | 103,452 | 15,937 | 18.2% | $563.10万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $3,361.11万 | 0.73% | 626,956 | 333,584 | 113.7% | $1,788.35万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $3,356.51万 | 0.73% | 404,057 | 72,918 | 22.0% | $605.73万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $3,229.68万 | 0.70% | 275,382 | 191,531 | 228.4% | $2,246.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,186.21万 | 0.69% | 27,603 | 334 | 1.2% | $38.55万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,088.26万 | 0.67% | 684,606 | -29,409 | -4.1% | -$132.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,056.87万 | 0.66% | 120,363 | 431 | 0.4% | $10.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,044.73万 | 0.66% | 93,017 | -1,302 | -1.4% | -$42.62万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,012.77万 | 0.65% | 365,229 | 57,131 | 18.5% | $471.27万 | 加仓 |
| AMGN | AMGEN INC | $2,918.05万 | 0.63% | 80,582 | -6 | -0.0% | -$2,173 | 减仓 |
| QCOM | QUALCOMM INC | $2,915.19万 | 0.63% | 157,757 | -923 | -0.6% | -$17.06万 | 减仓 |
| CSCO | CISCO SYS INC | $2,762.81万 | 0.60% | 235,213 | -927 | -0.4% | -$10.89万 | 减仓 |
| ABBV | ABBVIE INC | $2,607.84万 | 0.56% | 103,634 | -6,186 | -5.6% | -$155.66万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,591.75万 | 0.56% | 644,554 | 47,193 | 7.9% | $189.76万 | 加仓 |
| AVGO | BROADCOM INC | $2,532.55万 | 0.55% | 67,043 | 807 | 1.2% | $30.48万 | 加仓 |
| ETN | EATON CORP PLC | $2,525.03万 | 0.55% | 59,256 | 180 | 0.3% | $7.67万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,523.50万 | 0.55% | 835,596 | -1,011 | -0.1% | -$3.05万 | 减仓 |
| META | META PLATFORMS INC | $2,466.10万 | 0.53% | 43,780 | 381 | 0.9% | $21.46万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $2,324.49万 | 0.50% | 81,575 | -1,942 | -2.3% | -$55.34万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $2,260.83万 | 0.49% | 444,783 | 27,555 | 6.6% | $140.06万 | 加仓 |
| ASML | ASML HLDG NV | $2,208.24万 | 0.48% | 11,100 | -208 | -1.8% | -$41.38万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,177.70万 | 0.47% | 410,035 | 21,283 | 5.5% | $113.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,137.18万 | 0.46% | 370,909 | -186 | -0.1% | -$1.07万 | 减仓 |
| — | ETF SER SOLUTIONS | $2,008.05万 | 0.43% | 830,826 | -103,959 | -11.1% | -$251.26万 | 减仓 |
| PFE | PFIZER INC | $1,938.65万 | 0.42% | 805,088 | 9,806 | 1.2% | $23.61万 | 加仓 |
| KLAC | KLA CORP | $1,919.26万 | 0.42% | 63,613 | -16,907 | -21.0% | -$510.10万 | 减仓 |
| IJR | ISHARES TR | $1,825.42万 | 0.39% | 123,081 | -779 | -0.6% | -$11.55万 | 减仓 |
| EOG | EOG RES INC | $1,749.41万 | 0.38% | 134,850 | 136 | 0.1% | $1.76万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,743.02万 | 0.38% | 137,963 | -10,716 | -7.2% | -$135.39万 | 减仓 |
| V | VISA INC | $1,736.88万 | 0.38% | 50,625 | -1,410 | -2.7% | -$48.38万 | 减仓 |
| — | EXXON MOBIL CORP | $1,676.69万 | 0.36% | 122,637 | 5,492 | 4.7% | $75.09万 | 加仓 |
| AGG | ISHARES TR | $1,618.08万 | 0.35% | 163,475 | 10,910 | 7.2% | $107.99万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,615.99万 | 0.35% | 283,606 | 4,568 | 1.6% | $26.03万 | 加仓 |
| SGOV | ISHARES TR | $1,600.41万 | 0.35% | 158,976 | -18,628 | -10.5% | -$187.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,573.61万 | 0.34% | 21,072 | 150 | 0.7% | $11.20万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,537.53万 | 0.33% | 140,069 | 4,277 | 3.1% | $46.95万 | 加仓 |
| INCY | INCYTE CORP | $1,524.11万 | 0.33% | 134,448 | -1,951 | -1.4% | -$22.12万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,404.85万 | 0.30% | 179,580 | 1,720 | 1.0% | $13.46万 | 加仓 |
| IJH | ISHARES TR | $1,390.84万 | 0.30% | 180,370 | 739 | 0.4% | $5.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,362.65万 | 0.29% | 463,013 | 71,835 | 18.4% | $211.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,358.91万 | 0.29% | 40,175 | 965 | 2.5% | $32.64万 | 加仓 |
| IWM | ISHARES TR | $1,326.36万 | 0.29% | 44,146 | -51 | -0.1% | -$1.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,223.44万 | 0.26% | 24,450 | 683 | 2.9% | $34.18万 | 加仓 |
| HSY | HERSHEY CO | $1,184.13万 | 0.26% | 67,491 | 11,803 | 21.2% | $207.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,163.77万 | 0.25% | 70,208 | 1,472 | 2.1% | $24.40万 | 加仓 |
| CRM | SALESFORCE INC | $1,136.83万 | 0.25% | 72,567 | -2,295 | -3.1% | -$35.95万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,136.71万 | 0.25% | 225,582 | 1,496 | 0.7% | $7.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,119.07万 | 0.24% | 264,306 | 3,509 | 1.3% | $14.86万 | 加仓 |
| DIS | DISNEY WALT CO | $1,085.35万 | 0.23% | 112,764 | -103 | -0.1% | -$9,914 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,059.84万 | 0.23% | 37,112 | -380 | -1.0% | -$10.85万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,040.25万 | 0.23% | 112,739 | 85,109 | 308.0% | $785.31万 | 加仓 |
| SLB | SLB LIMITED | $1,039.74万 | 0.22% | 223,649 | -2,475 | -1.1% | -$11.51万 | 减仓 |
| EFA | ISHARES TR | $1,033.89万 | 0.22% | 99,527 | 218 | 0.2% | $2.26万 | 加仓 |
| PEP | PEPSICO INC | $1,011.90万 | 0.22% | 74,734 | 1,456 | 2.0% | $19.71万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,004.11万 | 0.22% | 88,320 | -85,901 | -49.3% | -$976.61万 | 减仓 |
| LLY | ELI LILLY & CO | $987.41万 | 0.21% | 8,232 | 192 | 2.4% | $23.03万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $984.81万 | 0.21% | 33,633 | -2,178 | -6.1% | -$63.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $975.82万 | 0.21% | 107,540 | -12,396 | -10.3% | -$112.48万 | 减仓 |
| GSK | GSK PLC | $957.95万 | 0.21% | 182,745 | 434 | 0.2% | $2.28万 | 加仓 |
| INTC | INTEL CORP | $948.22万 | 0.21% | 67,910 | 15,823 | 30.4% | $220.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $875.15万 | 0.19% | 17,178 | 253 | 1.5% | $12.89万 | 加仓 |
| RTX | RTX CORPORATION | $867.28万 | 0.19% | 45,711 | 292 | 0.6% | $5.54万 | 加仓 |
| TXT | TEXTRON INC | $852.23万 | 0.18% | 92,906 | -31,925 | -25.6% | -$292.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $843.09万 | 0.18% | 67,751 | 1,697 | 2.6% | $21.12万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $838.73万 | 0.18% | 121,221 | 232 | 0.2% | $1.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $806.76万 | 0.17% | 11,746 | 194 | 1.7% | $13.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $789.43万 | 0.17% | 284,993 | -385 | -0.1% | -$1.07万 | 减仓 |
| AME | AMETEK INC | $736.20万 | 0.16% | 30,429 | -250 | -0.8% | -$6.05万 | 减仓 |
| BIIB | BIOGEN INC | $731.95万 | 0.16% | 33,877 | -807 | -2.3% | -$17.44万 | 减仓 |
| GE | GE AEROSPACE | $716.48万 | 0.15% | 19,171 | -520 | -2.6% | -$19.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $703.98万 | 0.15% | 31,435 | 28,111 | 845.7% | $629.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $691.89万 | 0.15% | 97,107 | 5,721 | 6.3% | $40.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $687.87万 | 0.15% | 15,874 | -2,547 | -13.8% | -$110.37万 | 减仓 |
| ADBE | ADOBE INC | $676.55万 | 0.15% | 32,999 | -1,417 | -4.1% | -$29.05万 | 减仓 |
| XYL | XYLEM INC | $667.97万 | 0.14% | 56,507 | -1,874 | -3.2% | -$22.15万 | 减仓 |