Parisi Gray Wealth Management
MENDHAM NJ · SEC CIK 0001716659
$4.20亿2026Q1 申报市值
137持仓数
47.7%前十大占比 · 第一大 9.3%
8 / 4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
EFA 加仓+$372.29万
EEM 加仓+$300.90万
BSCS 加仓+$161.47万
BSV 新建仓+$150.55万
BSCT 加仓+$146.01万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$413.39万
VOO 减仓-$207.05万
QQQ 减仓-$206.46万
IJH 减仓-$203.97万
TFLO 减仓-$54.76万
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $196.00万 | 0.47% | 6,907 | 97 | 1.4% | $2.75万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $198.25万 | 0.47% | 7,912 | 4,005 | 102.5% | $100.35万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $212.45万 | 0.51% | 5,442 | 82 | 1.5% | $3.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $212.69万 | 0.51% | 8,775 | 184 | 2.1% | $4.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $214.26万 | 0.51% | 11,164 | 914 | 8.9% | $17.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $221.84万 | 0.53% | 11,700 | -302 | -2.5% | -$5.73万 | 减仓 |
| — | HONEYWELL INTL INC | $233.23万 | 0.56% | 10,319 | 81 | 0.8% | $1.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $240.12万 | 0.57% | 11,803 | 2,384 | 25.3% | $48.50万 | 加仓 |
| LOW | LOWES COS INC | $244.89万 | 0.58% | 10,365 | 3 | 0.0% | $709 | 加仓 |
| GEV | GE VERNOVA INC | $257.78万 | 0.61% | 2,953 | 272 | 10.1% | $23.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $263.57万 | 0.63% | 12,336 | 3,428 | 38.5% | $73.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $272.34万 | 0.65% | 11,141 | 2,576 | 30.1% | $62.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $313.01万 | 0.75% | 9,262 | 96 | 1.0% | $3.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $320.88万 | 0.76% | 4,934 | -80 | -1.6% | -$5.20万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $416.66万 | 0.99% | 223,288 | 78,247 | 53.9% | $146.01万 | 加仓 |
| GOOG | ALPHABET INC | $440.83万 | 1.05% | 15,368 | 16 | 0.1% | $4,590 | 加仓 |
| HD | HOME DEPOT INC | $472.77万 | 1.13% | 14,375 | 179 | 1.3% | $5.89万 | 加仓 |
| AVGO | BROADCOM INC | $482.96万 | 1.15% | 15,604 | 113 | 0.7% | $3.50万 | 加仓 |
| TSLA | TESLA INC | $485.18万 | 1.16% | 13,051 | 87 | 0.7% | $3.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $503.98万 | 1.20% | 10,517 | -1,078 | -9.3% | -$51.66万 | 减仓 |
| AMZN | AMAZON COM INC | $505.53万 | 1.20% | 24,273 | 796 | 3.4% | $16.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $519.43万 | 1.24% | 6,140 | 55 | 0.9% | $4.65万 | 加仓 |
| IJH | ISHARES TR | $531.14万 | 1.27% | 78,652 | -30,204 | -27.7% | -$203.97万 | 减仓 |
| META | META PLATFORMS INC | $593.46万 | 1.41% | 10,373 | 85 | 0.8% | $4.86万 | 加仓 |
| LLY | ELI LILLY & CO | $593.89万 | 1.41% | 6,457 | 5 | 0.1% | $4,599 | 加仓 |
| EEM | ISHARES TR | $594.60万 | 1.42% | 104,701 | 52,984 | 102.4% | $300.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $660.68万 | 1.57% | 6,630 | 9 | 0.1% | $8,969 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $663.36万 | 1.58% | 324,810 | 79,065 | 32.2% | $161.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $804.15万 | 1.92% | 16,094 | 58 | 0.4% | $2.90万 | 加仓 |
| IWM | ISHARES TR | $820.88万 | 1.96% | 33,100 | 5,686 | 20.7% | $141.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $846.58万 | 2.02% | 28,780 | 208 | 0.7% | $6.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $968.57万 | 2.31% | 26,166 | 94 | 0.4% | $3.48万 | 加仓 |
| EFA | ISHARES TR | $983.43万 | 2.34% | 101,249 | 38,329 | 60.9% | $372.29万 | 加仓 |
| GOOGL | ALPHABET INC | $1,101.98万 | 2.63% | 38,322 | 28 | 0.1% | $8,052 | 加仓 |
| USFR | WISDOMTREE TR | $1,329.33万 | 3.17% | 264,070 | 7,267 | 2.8% | $36.58万 | 加仓 |
| AAPL | APPLE INC | $1,393.34万 | 3.32% | 54,901 | 84 | 0.2% | $2.13万 | 加仓 |
| IVV | ISHARES TR | $1,581.52万 | 3.77% | 24,212 | -3 | -0.0% | -$1,960 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,743.27万 | 4.15% | 119,174 | -460 | -0.4% | -$6.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,035.77万 | 4.85% | 63,457 | -357 | -0.6% | -$11.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,204.32万 | 5.25% | 38,191 | -3,577 | -8.6% | -$206.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,207.93万 | 5.26% | 126,602 | -256 | -0.2% | -$4.46万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,488.21万 | 5.93% | 470,807 | -78,220 | -14.2% | -$413.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,920.71万 | 9.34% | 65,613 | -3,465 | -5.0% | -$207.05万 | 减仓 |