Parisi Gray Wealth Management
MENDHAM NJ · SEC CIK 0001716659
$4.87亿2026Q2 申报市值
155持仓数
45.1%前十大占比 · 第一大 9.2%
19 / 3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
USFR 加仓+$330.81万
SPCX 新建仓+$125.08万
HONA 新建仓+$113.77万
ASML 加仓+$77.56万
CAT 加仓+$45.80万
2026Q2 卖出最多 按季末市值估算
AKRE 减仓-$363.46万
HON 减仓-$115.82万
NVDA 减仓-$90.44万
BSV 减仓-$47.67万
PLTR 减仓-$41.90万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,401 | -100.0% | -$23.09万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -1,612 | -100.0% | -$20.93万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -10,007 | -100.0% | -$19.79万 | 清仓 |
| LTRX | LANTRONIX INC | $6.53万 | 0.01% | 11,107 | 11,107 | — | $6.53万 | 新建仓 |
| — | MOMENTUS INC | $8.17万 | 0.02% | 12,154 | 12,154 | — | $8.17万 | 新建仓 |
| OXLC | OXFORD LANE CAP CORP | $8.76万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $13.32万 | 0.03% | 36,283 | 1,777 | 5.1% | $6,522 | 加仓 |
| RDW | REDWIRE CORPORATION | $15.53万 | 0.03% | 12,700 | 12,700 | — | $15.53万 | 新建仓 |
| R | RYDER SYS INC | $20.09万 | 0.04% | 762 | 762 | — | $20.09万 | 新建仓 |
| — | PROSHARES TR | $20.16万 | 0.04% | 2,356 | -106 | -4.3% | -$9,070 | 重新持有 |
| NOW | SERVICENOW INC | $20.17万 | 0.04% | 2,032 | -375 | -15.6% | -$3.72万 | 减仓 |
| MMM | 3M CO | $20.25万 | 0.04% | 1,251 | -11 | -0.9% | -$1,781 | 重新持有 |
| DOV | DOVER CORP | $20.95万 | 0.04% | 934 | 934 | — | $20.95万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $21.21万 | 0.04% | 9,917 | 9,917 | — | $21.21万 | 新建仓 |
| AROC | ARCHROCK INC | $21.57万 | 0.04% | 5,298 | 5,298 | — | $21.57万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $21.78万 | 0.04% | 1,176 | 1,176 | — | $21.78万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $22.47万 | 0.05% | 1,361 | -75 | -5.2% | -$1.24万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.57万 | 0.05% | 3,782 | -100 | -2.6% | -$5,969 | 减仓 |
| ETN | EATON CORP PLC | $22.80万 | 0.05% | 535 | 535 | — | $22.80万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.85万 | 0.05% | 1,352 | -19 | -1.4% | -$3,211 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $22.90万 | 0.05% | 2,656 | 2,656 | — | $22.90万 | 新建仓 |
| COP | CONOCOPHILLIPS | $23.89万 | 0.05% | 2,298 | 11 | 0.5% | $1,144 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.98万 | 0.05% | 2,707 | 41 | 1.5% | $3,633 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.25万 | 0.05% | 610 | 610 | — | $24.25万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $24.32万 | 0.05% | 2,044 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $24.57万 | 0.05% | 744 | -2 | -0.3% | -$660 | 减仓 |
| QNT | QUANTINUUM INC | $25.14万 | 0.05% | 3,075 | 3,075 | — | $25.14万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $25.61万 | 0.05% | 745 | 2 | 0.3% | $688 | 加仓 |
| SPTM | SPDR SERIES TRUST | $25.84万 | 0.05% | 2,847 | 21 | 0.7% | $1,906 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $25.94万 | 0.05% | 5,202 | 109 | 2.1% | $5,435 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.16万 | 0.05% | 973 | 90 | 10.2% | $2.42万 | 加仓 |
| MOG/A | MOOG INC | $26.48万 | 0.05% | 625 | 625 | — | $26.48万 | 新建仓 |
| WMT | WALMART INC | $26.50万 | 0.05% | 2,339 | -8 | -0.3% | -$906 | 减仓 |
| WWD | WOODWARD INC | $26.55万 | 0.05% | 624 | -50 | -7.4% | -$2.13万 | 减仓 |
| GSAT | GLOBALSTAR INC | $27.09万 | 0.06% | 3,333 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.19万 | 0.06% | 1,947 | 1,947 | — | $27.19万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.31万 | 0.06% | 1,565 | -20 | -1.3% | -$3,617 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $28.54万 | 0.06% | 5,671 | 56 | 1.0% | $2,818 | 加仓 |
| IVLU | ISHARES TR | $29.20万 | 0.06% | 6,981 | 461 | 7.1% | $1.93万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $29.20万 | 0.06% | 2,490 | 6 | 0.2% | $704 | 加仓 |
| — | EXXON MOBIL CORP | $29.24万 | 0.06% | 2,138 | -227 | -9.6% | -$3.10万 | 减仓 |
| MCK | MCKESSON CORP | $29.93万 | 0.06% | 396 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $31.21万 | 0.06% | 13,008 | 79 | 0.6% | $1,895 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $31.67万 | 0.07% | 496 | 496 | — | $31.67万 | 新建仓 |
| LMND | LEMONADE INC | $32.45万 | 0.07% | 4,988 | 4,988 | — | $32.45万 | 新建仓 |
| ACWV | ISHARES INC | $32.59万 | 0.07% | 2,711 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $34.30万 | 0.07% | 6,887 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $34.73万 | 0.07% | 3,908 | 28 | 0.7% | $2,488 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $35.08万 | 0.07% | 935 | 29 | 3.2% | $1.09万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $37.09万 | 0.08% | 15,108 | -1,254 | -7.7% | -$3.08万 | 减仓 |
| SNDK | SANDISK CORP | $37.29万 | 0.08% | 164 | 164 | — | $37.29万 | 新建仓 |
| TRGP | TARGA RES CORP | $37.87万 | 0.08% | 1,412 | 6 | 0.4% | $1,609 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.07万 | 0.08% | 2,297 | -115 | -4.8% | -$1.91万 | 减仓 |
| PL | PLANET LABS PBC | $40.19万 | 0.08% | 12,131 | 2,027 | 20.1% | $6.72万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.43万 | 0.08% | 774 | -11 | -1.4% | -$5,745 | 减仓 |
| RTX | RTX CORPORATION | $41.92万 | 0.09% | 2,210 | 15 | 0.7% | $2,845 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.38万 | 0.09% | 2,112 | -2,024 | -48.9% | -$40.61万 | 减仓 |
| KO | COCA COLA CO | $43.46万 | 0.09% | 5,347 | 5 | 0.1% | $406 | 加仓 |
| DIS | DISNEY WALT CO | $46.02万 | 0.09% | 4,781 | -34 | -0.7% | -$3,273 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $46.16万 | 0.09% | 26,453 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $49.78万 | 0.10% | 1,343 | -133 | -9.0% | -$4.93万 | 减仓 |
| MRK | MERCK & CO INC | $52.06万 | 0.11% | 4,052 | -77 | -1.9% | -$9,894 | 减仓 |
| VGT | VANGUARD WORLD FD | $52.34万 | 0.11% | 4,379 | 3 | 0.1% | $359 | 加仓 |
| VLO | VALERO ENERGY CORP | $53.12万 | 0.11% | 2,040 | 10 | 0.5% | $2,604 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.05万 | 0.11% | 3,686 | 10 | 0.3% | $1,466 | 加仓 |
| AGNC | AGNC INVT CORP | $54.97万 | 0.11% | 50,429 | 14 | 0.0% | $153 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $55.70万 | 0.11% | 51,004 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $56.00万 | 0.11% | 67,957 | -1,241 | -1.8% | -$1.02万 | 减仓 |
| GLD | SPDR GOLD TR | $56.72万 | 0.12% | 1,540 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $64.71万 | 0.13% | 3,883 | 1 | 0.0% | $167 | 加仓 |
| LH | LABCORP HOLDINGS INC | $67.26万 | 0.14% | 2,402 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $68.27万 | 0.14% | 710 | -4 | -0.6% | -$3,846 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.64万 | 0.16% | 1,892 | 3 | 0.2% | $1,247 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $86.42万 | 0.18% | 8,618 | 4,347 | 101.8% | $43.59万 | 加仓 |
| SNOW | SNOWFLAKE INC | $91.08万 | 0.19% | 3,579 | -166 | -4.4% | -$4.22万 | 减仓 |
| EME | EMCOR GROUP INC | $91.77万 | 0.19% | 1,106 | 261 | 30.9% | $21.66万 | 加仓 |
| BA | BOEING CO | $97.77万 | 0.20% | 4,516 | 21 | 0.5% | $4,546 | 加仓 |
| ARKQ | ARK ETF TR | $98.15万 | 0.20% | 7,423 | 205 | 2.8% | $2.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $101.92万 | 0.21% | 13,082 | -6,119 | -31.9% | -$47.67万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $102.35万 | 0.21% | 2,887 | 478 | 19.8% | $16.95万 | 加仓 |
| ABBV | ABBVIE INC | $113.21万 | 0.23% | 4,499 | 32 | 0.7% | $8,052 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $113.77万 | 0.23% | 5,146 | 5,146 | — | $113.77万 | 新建仓 |
| HON | HONEYWELL INTL INC | $115.22万 | 0.24% | 5,146 | -5,173 | -50.1% | -$115.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $118.42万 | 0.24% | 20,783 | 13 | 0.1% | $741 | 加仓 |
| MKL | MARKEL GROUP INC | $119.05万 | 0.24% | 610 | -6 | -1.0% | -$1.17万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $119.28万 | 0.24% | 21,161 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $125.08万 | 0.26% | 7,321 | 7,321 | — | $125.08万 | 新建仓 |
| FNB | F N B CORP | $125.27万 | 0.26% | 65,656 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $126.72万 | 0.26% | 5,324 | -76 | -1.4% | -$1.81万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $126.93万 | 0.26% | 76,006 | 1,035 | 1.4% | $1.73万 | 加仓 |
| IWD | ISHARES TR | $129.28万 | 0.27% | 5,333 | -105 | -1.9% | -$2.55万 | 减仓 |
| V | VISA INC | $135.29万 | 0.28% | 3,943 | -70 | -1.7% | -$2.40万 | 减仓 |
| ROST | ROSS STORES INC | $142.87万 | 0.29% | 6,712 | -17 | -0.3% | -$3,619 | 减仓 |
| AMGN | AMGEN INC | $143.84万 | 0.30% | 3,972 | -25 | -0.6% | -$9,053 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $145.10万 | 0.30% | 8,141 | -9 | -0.1% | -$1,604 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $147.06万 | 0.30% | 18,120 | 39 | 0.2% | $3,165 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $147.90万 | 0.30% | 4,337 | -239 | -5.2% | -$8.15万 | 减仓 |
| IEFA | ISHARES TR | $148.68万 | 0.31% | 15,395 | 124 | 0.8% | $1.20万 | 加仓 |
| TFLO | ISHARES TR | $150.56万 | 0.31% | 29,737 | -355 | -1.2% | -$1.80万 | 减仓 |