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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,491.96万 | 9.22% | 65,403 | -210 | -0.3% | -$14.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,796.81万 | 5.74% | 37,979 | -212 | -0.6% | -$15.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,442.74万 | 5.01% | 122,082 | -4,520 | -3.6% | -$90.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,351.48万 | 4.83% | 63,547 | 90 | 0.1% | $3.33万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,140.76万 | 4.39% | 402,474 | -68,333 | -14.5% | -$363.46万 | 减仓 |
| IVV | ISHARES TR | $1,807.47万 | 3.71% | 24,135 | -77 | -0.3% | -$5.77万 | 减仓 |
| USFR | WISDOMTREE TR | $1,660.40万 | 3.41% | 329,772 | 65,702 | 24.9% | $330.81万 | 加仓 |
| AAPL | APPLE INC | $1,565.18万 | 3.21% | 54,091 | -810 | -1.5% | -$23.44万 | 减仓 |
| GOOGL | ALPHABET INC | $1,354.65万 | 2.78% | 37,906 | -416 | -1.1% | -$14.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,348.71万 | 2.77% | 115,583 | -3,591 | -3.0% | -$41.90万 | 减仓 |
| EFA | ISHARES TR | $1,044.28万 | 2.14% | 100,528 | -721 | -0.7% | -$7.49万 | 减仓 |
| IWM | ISHARES TR | $995.34万 | 2.04% | 33,128 | 28 | 0.1% | $8,413 | 加仓 |
| MSFT | MICROSOFT CORP | $962.82万 | 1.98% | 25,811 | -355 | -1.4% | -$13.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $931.55万 | 1.91% | 28,459 | -321 | -1.1% | -$10.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $816.34万 | 1.68% | 15,895 | -199 | -1.2% | -$10.22万 | 减仓 |
| LLY | ELI LILLY & CO | $752.52万 | 1.54% | 6,274 | -183 | -2.8% | -$21.95万 | 减仓 |
| EEM | ISHARES TR | $711.38万 | 1.46% | 103,988 | -713 | -0.7% | -$4.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $668.53万 | 1.37% | 11,508 | -295 | -2.5% | -$17.14万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $663.64万 | 1.36% | 325,874 | 1,064 | 0.3% | $2.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $622.51万 | 1.28% | 6,155 | 15 | 0.2% | $1.52万 | 加仓 |
| IJH | ISHARES TR | $614.21万 | 1.26% | 79,654 | 1,002 | 1.3% | $7.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $613.82万 | 1.26% | 6,562 | -68 | -1.0% | -$6.36万 | 减仓 |
| META | META PLATFORMS INC | $588.09万 | 1.21% | 10,440 | 67 | 0.6% | $3.77万 | 加仓 |
| AMZN | AMAZON COM INC | $583.05万 | 1.20% | 24,463 | 190 | 0.8% | $4.53万 | 加仓 |
| AVGO | BROADCOM INC | $568.08万 | 1.17% | 15,038 | -566 | -3.6% | -$21.38万 | 减仓 |
| TSLA | TESLA INC | $540.89万 | 1.11% | 12,860 | -191 | -1.5% | -$8.03万 | 减仓 |
| GOOG | ALPHABET INC | $535.57万 | 1.10% | 15,158 | -210 | -1.4% | -$7.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $518.60万 | 1.06% | 10,364 | -153 | -1.5% | -$7.66万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $515.05万 | 1.06% | 11,886 | -450 | -3.6% | -$19.50万 | 减仓 |
| HD | HOME DEPOT INC | $510.27万 | 1.05% | 14,468 | 93 | 0.6% | $3.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $471.37万 | 0.97% | 15,824 | -305 | -1.9% | -$9.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $434.02万 | 0.89% | 9,088 | -174 | -1.9% | -$8.31万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $418.70万 | 0.86% | 225,408 | 2,120 | 0.9% | $3.94万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $404.63万 | 0.83% | 5,302 | -140 | -2.6% | -$10.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $375.64万 | 0.77% | 3,254 | 25 | 0.8% | $2.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $367.10万 | 0.75% | 4,916 | -18 | -0.4% | -$1.34万 | 减仓 |
| GEV | GE VERNOVA INC | $346.20万 | 0.71% | 2,947 | -6 | -0.2% | -$7,049 | 减仓 |
| BE | BLOOM ENERGY CORP | $317.86万 | 0.65% | 10,501 | 128 | 1.2% | $3.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $285.13万 | 0.59% | 11,227 | 86 | 0.8% | $2.18万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $264.57万 | 0.54% | 7,902 | -10 | -0.1% | -$3,348 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $264.54万 | 0.54% | 12,433 | 1,269 | 11.4% | $27.00万 | 加仓 |
| GE | GE AEROSPACE | $260.14万 | 0.53% | 6,961 | 54 | 0.8% | $2.02万 | 加仓 |
| CSCO | CISCO SYS INC | $259.40万 | 0.53% | 22,084 | -120 | -0.5% | -$1.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $248.40万 | 0.51% | 8,833 | 58 | 0.7% | $1.63万 | 加仓 |
| LOW | LOWES COS INC | $227.70万 | 0.47% | 10,327 | -38 | -0.4% | -$8,378 | 减仓 |
| QCOM | QUALCOMM INC | $227.40万 | 0.47% | 12,306 | -19 | -0.2% | -$3,511 | 减仓 |
| CAT | CATERPILLAR INC | $218.54万 | 0.45% | 2,052 | 430 | 26.5% | $45.80万 | 加仓 |
| DHR | DANAHER CORP DEL | $218.11万 | 0.45% | 11,451 | -249 | -2.1% | -$4.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $216.64万 | 0.44% | 6,405 | 4 | 0.1% | $1,353 | 加仓 |
| ASML | ASML HLDG NV | $208.81万 | 0.43% | 1,050 | 390 | 59.1% | $77.56万 | 加仓 |
| IWB | ISHARES TR | $189.23万 | 0.39% | 4,621 | -104 | -2.2% | -$4.26万 | 减仓 |
| ORCL | ORACLE CORP | $185.45万 | 0.38% | 12,654 | -56 | -0.4% | -$8,207 | 减仓 |
| ANET | ARISTA NETWORKS INC | $183.90万 | 0.38% | 10,825 | -37 | -0.3% | -$6,286 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $177.86万 | 0.37% | 6,576 | -5 | -0.1% | -$1,352 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $173.73万 | 0.36% | 9,119 | 2 | 0.0% | $381 | 加仓 |
| IWF | ISHARES TR | $160.03万 | 0.33% | 12,888 | -336 | -2.5% | -$4.17万 | 减仓 |
| RKLB | ROCKET LAB CORP | $159.68万 | 0.33% | 15,709 | 14 | 0.1% | $1,423 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $159.24万 | 0.33% | 3,691 | 40 | 1.1% | $1.73万 | 加仓 |
| TFLO | ISHARES TR | $150.56万 | 0.31% | 29,737 | -355 | -1.2% | -$1.80万 | 减仓 |
| IEFA | ISHARES TR | $148.68万 | 0.31% | 15,395 | 124 | 0.8% | $1.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $147.90万 | 0.30% | 4,337 | -239 | -5.2% | -$8.15万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $147.06万 | 0.30% | 18,120 | 39 | 0.2% | $3,165 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $145.10万 | 0.30% | 8,141 | -9 | -0.1% | -$1,604 | 减仓 |
| AMGN | AMGEN INC | $143.84万 | 0.30% | 3,972 | -25 | -0.6% | -$9,053 | 减仓 |
| ROST | ROSS STORES INC | $142.87万 | 0.29% | 6,712 | -17 | -0.3% | -$3,619 | 减仓 |
| V | VISA INC | $135.29万 | 0.28% | 3,943 | -70 | -1.7% | -$2.40万 | 减仓 |
| IWD | ISHARES TR | $129.28万 | 0.27% | 5,333 | -105 | -1.9% | -$2.55万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $126.93万 | 0.26% | 76,006 | 1,035 | 1.4% | $1.73万 | 加仓 |
| MTB | M & T BK CORP | $126.72万 | 0.26% | 5,324 | -76 | -1.4% | -$1.81万 | 减仓 |
| FNB | F N B CORP | $125.27万 | 0.26% | 65,656 | 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 |
| FITB | FIFTH THIRD BANCORP | $119.28万 | 0.24% | 21,161 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $119.05万 | 0.24% | 610 | -6 | -1.0% | -$1.17万 | 减仓 |
| BAC | BANK OF AMER CORP | $118.42万 | 0.24% | 20,783 | 13 | 0.1% | $741 | 加仓 |
| HON | HONEYWELL INTL INC | $115.22万 | 0.24% | 5,146 | -5,173 | -50.1% | -$115.82万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $113.77万 | 0.23% | 5,146 | 5,146 | — | $113.77万 | 新建仓 |
| ABBV | ABBVIE INC | $113.21万 | 0.23% | 4,499 | 32 | 0.7% | $8,052 | 加仓 |
| ARM | ARM HOLDINGS PLC | $102.35万 | 0.21% | 2,887 | 478 | 19.8% | $16.95万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $101.92万 | 0.21% | 13,082 | -6,119 | -31.9% | -$47.67万 | 减仓 |
| ARKQ | ARK ETF TR | $98.15万 | 0.20% | 7,423 | 205 | 2.8% | $2.71万 | 加仓 |
| BA | BOEING CO | $97.77万 | 0.20% | 4,516 | 21 | 0.5% | $4,546 | 加仓 |
| EME | EMCOR GROUP INC | $91.77万 | 0.19% | 1,106 | 261 | 30.9% | $21.66万 | 加仓 |
| SNOW | SNOWFLAKE INC | $91.08万 | 0.19% | 3,579 | -166 | -4.4% | -$4.22万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $86.42万 | 0.18% | 8,618 | 4,347 | 101.8% | $43.59万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.64万 | 0.16% | 1,892 | 3 | 0.2% | $1,247 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $68.27万 | 0.14% | 710 | -4 | -0.6% | -$3,846 | 减仓 |
| LH | LABCORP HOLDINGS INC | $67.26万 | 0.14% | 2,402 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $64.71万 | 0.13% | 3,883 | 1 | 0.0% | $167 | 加仓 |
| GLD | SPDR GOLD TR | $56.72万 | 0.12% | 1,540 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $56.00万 | 0.11% | 67,957 | -1,241 | -1.8% | -$1.02万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $55.70万 | 0.11% | 51,004 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $54.97万 | 0.11% | 50,429 | 14 | 0.0% | $153 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.05万 | 0.11% | 3,686 | 10 | 0.3% | $1,466 | 加仓 |
| VLO | VALERO ENERGY CORP | $53.12万 | 0.11% | 2,040 | 10 | 0.5% | $2,604 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.34万 | 0.11% | 4,379 | 3 | 0.1% | $359 | 加仓 |
| MRK | MERCK & CO INC | $52.06万 | 0.11% | 4,052 | -77 | -1.9% | -$9,894 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $49.78万 | 0.10% | 1,343 | -133 | -9.0% | -$4.93万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $46.16万 | 0.09% | 26,453 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $46.02万 | 0.09% | 4,781 | -34 | -0.7% | -$3,273 | 减仓 |