13F 机构持仓

Grove Bank & Trust

Miami FL · SEC CIK 0001662212

2026Q22026Q1 更早 9 个季度 🔒
$8.84亿2026Q1 申报市值
856持仓数
37.1%前十大占比 · 第一大 8.4%
42 / 38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 8.4%
AAPL 4.6%
IJH 4.6%
IJR 3.9%
IEFA 3.4%
IVV 3.3%
IEMG 2.9%
NVDA 2.2%
VGSH 2.0%
XLE 1.7%

2026Q1 买入最多 按季末市值估算

VGSH 加仓+$1,802.21万
XLE 加仓+$804.18万
VDE 加仓+$700.03万
VOO 加仓+$160.56万
IEFA 加仓+$92.86万

2026Q1 卖出最多 按季末市值估算

VNQ 减仓-$885.13万
SCHH 减仓-$842.04万
IJH 减仓-$633.00万
VO 减仓-$161.74万
CW 清仓-$110.36万

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
VOO VANGUARD INDEX FDS $7,421.03万8.39%124,191 2,6872.2% $160.56万 加仓
AAPL APPLE INC $4,100.05万4.64%161,553 -2,931-1.8% -$74.39万 减仓
IJH ISHARES TR $4,069.20万4.60%602,577 -93,736-13.5% -$633.00万 减仓
IJR ISHARES TR $3,439.21万3.89%276,664 -89-0.0% -$1.11万 减仓
IEFA ISHARES TR $3,021.49万3.42%333,756 10,2573.2% $92.86万 加仓
IVV ISHARES TR $2,911.03万3.29%44,565 -1,234-2.7% -$80.61万 减仓
IEMG ISHARES INC $2,592.52万2.93%371,688 12,3913.4% $86.43万 加仓
NVDA NVIDIA CORPORATION $1,955.08万2.21%112,103 -2,659-2.3% -$46.37万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,804.09万2.04%308,180 307,86096,206.2% $1,802.21万 加仓
XLE SELECT SECTOR SPDR TR $1,514.01万1.71%247,145 131,273113.3% $804.18万 加仓
VTEB VANGUARD MUN BD FDS $1,444.84万1.63%289,606 4,8301.7% $24.10万 加仓
IWF ISHARES TR $1,426.65万1.61%33,458 -290-0.9% -$12.37万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,414.55万1.60%21,751 -550-2.5% -$35.77万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,342.41万1.52%169,347 9,0765.7% $71.95万 加仓
VDE VANGUARD WORLD FD $1,328.77万1.50%76,790 40,455111.3% $700.03万 加仓
IAU ISHARES GOLD TR $1,291.26万1.46%146,468 1,2650.9% $11.15万 加仓
MSFT MICROSOFT CORP $1,289.45万1.46%34,834 -696-2.0% -$25.76万 减仓
GOOGL ALPHABET INC $1,231.16万1.39%42,814 2,3325.8% $67.06万 加仓
SUB ISHARES TR $1,229.07万1.39%115,406 1,7061.5% $18.17万 加仓
USHY ISHARES TR $1,220.49万1.38%331,294 17,8565.7% $65.78万 加仓
AMZN AMAZON COM INC $1,208.72万1.37%58,036 -3,308-5.4% -$68.90万 减仓
VTV VANGUARD INDEX FDS $1,111.98万1.26%56,676 8721.6% $17.11万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,089.54万1.23%170,028 6,9014.2% $44.22万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,046.73万1.18%193,659 8,0184.3% $43.34万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $1,038.22万1.17%208,437 11,7276.0% $58.41万 加仓
— EXXON MOBIL CORP $1,035.55万1.17%61,037 -177-0.3% -$3.00万 减仓
GLD SPDR GOLD TR $1,029.68万1.16%23,930 -695-2.8% -$29.91万 减仓
EFA ISHARES TR $982.79万1.11%101,183 1,3051.3% $12.68万 加仓
ITOT ISHARES TR $933.84万1.06%65,565 -297-0.5% -$4.23万 减仓
JPM JPMORGAN CHASE & CO $893.78万1.01%30,384 7352.5% $21.62万 加仓
BND VANGUARD BD INDEX FDS $782.63万0.88%106,278 6,6106.6% $48.68万 加仓
GOOG ALPHABET INC $774.41万0.88%26,996 -1,294-4.6% -$37.12万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $751.83万0.85%12,190 -237-1.9% -$14.62万 减仓
VO VANGUARD INDEX FDS $703.85万0.80%24,509 -5,632-18.7% -$161.74万 减仓
LLY ELI LILLY & CO $700.77万0.79%7,619 -289-3.7% -$26.58万 减仓
COST COSTCO WHOLESALE CORPORATION $688.03万0.78%6,905 941.4% $9.37万 加仓
EEM ISHARES TR $632.73万0.72%111,416 5,0984.8% $28.95万 加仓
AGG ISHARES TR $629.90万0.71%63,453 2,4774.1% $24.59万 加仓
META META PLATFORMS INC $626.37万0.71%10,948 1,25913.0% $72.03万 加仓
AVEM AMERICAN CENTY ETF TR $621.93万0.70%77,182 7,39810.6% $59.61万 加仓
VB VANGUARD INDEX FDS $619.83万0.70%23,665 2591.1% $6.78万 加仓
V VISA INC $498.45万0.56%16,492 4272.7% $12.91万 加仓
AVGO BROADCOM INC $469.06万0.53%15,155 -1,386-8.4% -$42.90万 减仓
AVDE AMERICAN CENTY ETF TR $466.86万0.53%55,028 2,9715.7% $25.21万 加仓
TSLA TESLA INC $425.47万0.48%11,445 2,31125.3% $85.91万 加仓
CVX CHEVRON CORPORATION $407.63万0.46%19,702 -1,961-9.1% -$40.57万 减仓
AN AUTONATION INC $390.52万0.44%20,000 00.0% — 不变
BAC BANK AMERICA CORP $373.14万0.42%76,541 1060.1% $5,168 加仓
VNQ VANGUARD INDEX FDS $363.79万0.41%41,013 -99,789-70.9% -$885.13万 减仓
IRT INDEPENDENCE RLTY TR INC $352.51万0.40%236,740 -47,103-16.6% -$70.14万 减仓
VTI VANGUARD INDEX FDS $341.44万0.39%10,643 -124-1.2% -$3.98万 减仓
IWD ISHARES TR $341.19万0.39%15,968 -453-2.8% -$9.68万 减仓
ABBV ABBVIE INC $335.46万0.38%15,424 5153.5% $11.20万 加仓
JNJ JOHNSON & JOHNSON $334.17万0.38%13,671 2201.6% $5.38万 加仓
MA MASTERCARD INCORPORATED $333.62万0.38%6,677 -686-9.3% -$34.28万 减仓
ORCL ORACLE CORP $324.44万0.37%22,054 -5,178-19.0% -$76.17万 减仓
MUB ISHARES TR $319.98万0.36%30,144 1,7036.0% $18.08万 加仓
HD HOME DEPOT INC $307.35万0.35%9,345 5105.8% $16.77万 加仓
AMAT APPLIED MATLS INC $296.13万0.33%8,664 1672.0% $5.71万 加仓
NFLX NETFLIX INC. $287.57万0.33%29,908 4,39617.2% $42.27万 加仓
IWR ISHARES TR $271.37万0.31%27,910 -1,309-4.5% -$12.73万 减仓
WMT WALMART INC $271.17万0.31%21,819 5322.5% $6.61万 加仓
DIS DISNEY WALT CO $253.97万0.29%26,351 1,9778.1% $19.05万 加仓
SHOP SHOPIFY INC $253.82万0.29%21,398 2481.2% $2.94万 加仓
MU MICRON TECHNOLOGY INC $252.74万0.29%7,481 -108-1.4% -$3.65万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $245.78万0.28%5,129 3046.3% $14.57万 加仓
PG PROCTER & GAMBLE CO $235.96万0.27%16,336 -62-0.4% -$8,955 减仓
VOE VANGUARD INDEX FDS $233.57万0.26%12,675 -3,597-22.1% -$66.29万 减仓
IWM ISHARES TR $221.91万0.25%8,948 -187-2.0% -$4.64万 减仓
IBM INTERNATIONAL BUSINESS MACHS $216.50万0.24%8,932 -109-1.2% -$2.64万 减仓
AXP AMERICAN EXPRESS CO $210.89万0.24%6,972 89314.7% $27.01万 加仓
ABT ABBOTT LABORATORIES $210.42万0.24%20,495 -6,304-23.5% -$64.72万 减仓
HEFA ISHARES TR $201.85万0.23%47,500 00.0% — 不变
PEP PEPSICO INC $192.58万0.22%12,401 1,19610.7% $18.57万 加仓
VBR VANGUARD INDEX FDS $192.16万0.22%8,845 1431.6% $3.11万 加仓
— HONEYWELL INTL INC $191.74万0.22%8,483 93512.4% $21.13万 加仓
COP CONOCOPHILLIPS $179.03万0.20%13,563 -67-0.5% -$8,844 减仓
BA BOEING CO $178.93万0.20%8,990 1,92627.3% $38.33万 加仓
MRK MERCK & CO INC $178.13万0.20%14,808 -55-0.4% -$6,616 减仓
RSP INVESCO EXCHANGE TRADED FD T $177.30万0.20%9,238 -25-0.3% -$4,798 减仓
NEE NEXTERA ENERGY INC $165.87万0.19%17,858 -418-2.3% -$3.88万 减仓
TXN TEXAS INSTRS INC $163.62万0.19%8,428 2683.3% $5.20万 加仓
TT TRANE TECHNOLOGIES PLC $157.94万0.18%3,790 -9-0.2% -$3,751 减仓
ETN EATON CORP PLC $156.37万0.18%4,372 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $155.69万0.18%2,015 36221.9% $27.97万 加仓
PM PHILIP MORRIS INTL INC $147.28万0.17%8,908 00.0% — 不变
RTX RTX CORPORATION $143.69万0.16%7,449 -2,239-23.1% -$43.19万 减仓
DE DEERE & CO $141.78万0.16%2,517 1888.1% $10.59万 加仓
ISRG INTUITIVE SURGICAL INC $131.20万0.15%2,846 -90-3.1% -$4.15万 减仓
SBUX STARBUCKS CORP $127.27万0.14%14,206 -161-1.1% -$1.44万 减仓
IWV ISHARES TR $126.03万0.14%3,400 00.0% — 不变
TJX TJX COS INC NEW $124.28万0.14%7,782 -125-1.6% -$2.00万 减仓
AMD ADVANCED MICRO DEVICES INC $122.14万0.14%6,004 -19-0.3% -$3,865 减仓
MS MORGAN STANLEY $122.03万0.14%7,415 20.0% $329 加仓
CAT CATERPILLAR INC $121.00万0.14%1,708 -68-3.8% -$4.82万 减仓
CME CME GROUP INC $119.73万0.14%4,054 -206-4.8% -$6.08万 减仓
UNP UNION PAC CORP $119.15万0.13%4,911 3377.4% $8.18万 加仓
CRM SALESFORCE INC $118.80万0.13%6,364 4718.0% $8.79万 加仓
VRTX VERTEX PHARMACEUTICALS INC $118.20万0.13%2,647 56327.0% $25.14万 加仓
CSCO CISCO SYS INC $115.02万0.13%14,824 490.3% $3,802 加仓