13F 机构持仓

Grove Bank & Trust

Miami FL · SEC CIK 0001662212

2026Q22026Q1 更早 9 个季度 🔒
$10.08亿2026Q2 申报市值
886持仓数
40.4%前十大占比 · 第一大 9.4%
70 / 45新建仓 / 清仓
申报市值走势$10.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.4%
AAPL 4.8%
IJH 4.6%
IJR 4.2%
IEFA 3.6%
VGSH 3.4%
IVV 3.3%
IEMG 3.2%
NVDA 2.3%
SPY 1.7%

2026Q2 买入最多 按季末市值估算

VGSH 加仓+$1,622.09万
VOO 加仓+$982.55万
IEFA 加仓+$412.07万
VWO 加仓+$202.38万
VO 加仓+$196.68万

2026Q2 卖出最多 按季末市值估算

XLE 减仓-$625.30万
VDE 减仓-$600.13万
HONEYWELL INTL I 清仓-$191.74万
AMAT 减仓-$144.53万
IWV 减仓-$123.66万

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
MDY STATE STR SPDR S&P MIDCAP 40 $893.87万0.89%12,709 5194.3% $36.50万 加仓
LLY ELI LILLY & CO $908.09万0.90%7,571 -48-0.6% -$5.76万 减仓
GLD SPDR GOLD TR $964.09万0.96%26,171 2,2419.4% $82.55万 加仓
VO VANGUARD INDEX FDS $986.56万0.98%122,447 24,41124.9% $196.68万 加仓
JPM JPMORGAN CHASE & CO $1,011.16万1.00%30,891 5071.7% $16.60万 加仓
ITOT ISHARES TR $1,075.59万1.07%65,477 -88-0.1% -$1.45万 减仓
EFA ISHARES TR $1,077.99万1.07%103,773 2,5902.6% $26.90万 加仓
GOOG ALPHABET INC $1,080.55万1.07%30,582 3,58613.3% $126.70万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $1,092.24万1.08%219,414 10,9775.3% $54.64万 加仓
IAU ISHARES GOLD TR $1,182.62万1.17%156,618 10,1506.9% $76.64万 加仓
SUB ISHARES TR $1,245.64万1.24%116,994 1,5881.4% $16.91万 加仓
USHY ISHARES TR $1,264.87万1.25%341,672 10,3783.1% $38.42万 加仓
VTV VANGUARD INDEX FDS $1,287.99万1.28%59,101 2,4254.3% $52.85万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,294.66万1.28%181,706 11,6786.9% $83.21万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,358.33万1.35%227,564 33,90517.5% $202.38万 加仓
MSFT MICROSOFT CORP $1,387.75万1.38%37,203 2,3696.8% $88.37万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,403.05万1.39%177,534 8,1874.8% $64.70万 加仓
AMZN AMAZON COM INC $1,454.30万1.44%61,018 2,9825.1% $71.07万 加仓
VTEB VANGUARD MUN BD FDS $1,469.24万1.46%290,478 8720.3% $4.41万 加仓
GOOGL ALPHABET INC $1,581.97万1.57%44,267 1,4533.4% $51.93万 加仓
IWF ISHARES TR $1,677.21万1.66%135,074 1,2420.9% $15.42万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,699.87万1.69%22,763 1,0124.7% $75.57万 加仓
NVDA NVIDIA CORPORATION $2,285.69万2.27%114,233 2,1301.9% $42.62万 加仓
IEMG ISHARES INC $3,247.73万3.22%392,048 20,3605.5% $168.66万 加仓
IVV ISHARES TR $3,300.36万3.27%44,070 -495-1.1% -$37.07万 减仓
VGSH VANGUARD SCOTTSDALE FDS $3,415.69万3.39%586,889 278,70990.4% $1,622.09万 加仓
IEFA ISHARES TR $3,635.48万3.61%376,422 42,66612.8% $412.07万 加仓
IJR ISHARES TR $4,194.18万4.16%282,798 6,1342.2% $90.97万 加仓
IJH ISHARES TR $4,679.20万4.64%606,822 4,2450.7% $32.73万 加仓
AAPL APPLE INC $4,797.21万4.76%165,787 4,2342.6% $122.52万 加仓
VOO VANGUARD INDEX FDS $9,512.11万9.43%138,497 14,30611.5% $982.55万 加仓