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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,920.71万 | 9.34% | 65,613 | -3,465 | -5.0% | -$207.05万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,488.21万 | 5.93% | 470,807 | -78,220 | -14.2% | -$413.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,207.93万 | 5.26% | 126,602 | -256 | -0.2% | -$4.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,204.32万 | 5.25% | 38,191 | -3,577 | -8.6% | -$206.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,035.77万 | 4.85% | 63,457 | -357 | -0.6% | -$11.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,743.27万 | 4.15% | 119,174 | -460 | -0.4% | -$6.73万 | 减仓 |
| IVV | ISHARES TR | $1,581.52万 | 3.77% | 24,212 | -3 | -0.0% | -$1,960 | 减仓 |
| AAPL | APPLE INC | $1,393.34万 | 3.32% | 54,901 | 84 | 0.2% | $2.13万 | 加仓 |
| USFR | WISDOMTREE TR | $1,329.33万 | 3.17% | 264,070 | 7,267 | 2.8% | $36.58万 | 加仓 |
| GOOGL | ALPHABET INC | $1,101.98万 | 2.63% | 38,322 | 28 | 0.1% | $8,052 | 加仓 |
| EFA | ISHARES TR | $983.43万 | 2.34% | 101,249 | 38,329 | 60.9% | $372.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $968.57万 | 2.31% | 26,166 | 94 | 0.4% | $3.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $846.58万 | 2.02% | 28,780 | 208 | 0.7% | $6.12万 | 加仓 |
| IWM | ISHARES TR | $820.88万 | 1.96% | 33,100 | 5,686 | 20.7% | $141.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $804.15万 | 1.92% | 16,094 | 58 | 0.4% | $2.90万 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $660.68万 | 1.57% | 6,630 | 9 | 0.1% | $8,969 | 加仓 |
| EEM | ISHARES TR | $594.60万 | 1.42% | 104,701 | 52,984 | 102.4% | $300.90万 | 加仓 |
| LLY | ELI LILLY & CO | $593.89万 | 1.41% | 6,457 | 5 | 0.1% | $4,599 | 加仓 |
| META | META PLATFORMS INC | $593.46万 | 1.41% | 10,373 | 85 | 0.8% | $4.86万 | 加仓 |
| IJH | ISHARES TR | $531.14万 | 1.27% | 78,652 | -30,204 | -27.7% | -$203.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $519.43万 | 1.24% | 6,140 | 55 | 0.9% | $4.65万 | 加仓 |
| AMZN | AMAZON COM INC | $505.53万 | 1.20% | 24,273 | 796 | 3.4% | $16.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $503.98万 | 1.20% | 10,517 | -1,078 | -9.3% | -$51.66万 | 减仓 |
| TSLA | TESLA INC | $485.18万 | 1.16% | 13,051 | 87 | 0.7% | $3.23万 | 加仓 |
| AVGO | BROADCOM INC | $482.96万 | 1.15% | 15,604 | 113 | 0.7% | $3.50万 | 加仓 |
| HD | HOME DEPOT INC | $472.77万 | 1.13% | 14,375 | 179 | 1.3% | $5.89万 | 加仓 |
| GOOG | ALPHABET INC | $440.83万 | 1.05% | 15,368 | 16 | 0.1% | $4,590 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $416.66万 | 0.99% | 223,288 | 78,247 | 53.9% | $146.01万 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $313.01万 | 0.75% | 9,262 | 96 | 1.0% | $3.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $272.34万 | 0.65% | 11,141 | 2,576 | 30.1% | $62.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $263.57万 | 0.63% | 12,336 | 3,428 | 38.5% | $73.24万 | 加仓 |
| GEV | GE VERNOVA INC | $257.78万 | 0.61% | 2,953 | 272 | 10.1% | $23.74万 | 加仓 |
| LOW | LOWES COS INC | $244.89万 | 0.58% | 10,365 | 3 | 0.0% | $709 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $240.12万 | 0.57% | 11,803 | 2,384 | 25.3% | $48.50万 | 加仓 |
| — | HONEYWELL INTL INC | $233.23万 | 0.56% | 10,319 | 81 | 0.8% | $1.83万 | 加仓 |
| DHR | DANAHER CORP DEL | $221.84万 | 0.53% | 11,700 | -302 | -2.5% | -$5.73万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $214.26万 | 0.51% | 11,164 | 914 | 8.9% | $17.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $212.69万 | 0.51% | 8,775 | 184 | 2.1% | $4.46万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $212.45万 | 0.51% | 5,442 | 82 | 1.5% | $3.20万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $198.25万 | 0.47% | 7,912 | 4,005 | 102.5% | $100.35万 | 加仓 |
| GE | GE AEROSPACE | $196.00万 | 0.47% | 6,907 | 97 | 1.4% | $2.75万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $193.61万 | 0.46% | 6,401 | 28 | 0.4% | $8,469 | 加仓 |
| ORCL | ORACLE CORP | $186.97万 | 0.45% | 12,710 | 44 | 0.3% | $6,473 | 加仓 |
| CSCO | CISCO SYS INC | $172.28万 | 0.41% | 22,204 | 363 | 1.7% | $2.82万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $171.31万 | 0.41% | 6,581 | -31 | -0.5% | -$8,070 | 减仓 |
| IWB | ISHARES TR | $168.47万 | 0.40% | 4,725 | 3 | 0.1% | $1,070 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $159.76万 | 0.38% | 16,129 | -1,249 | -7.2% | -$12.37万 | 减仓 |
| QCOM | QUALCOMM INC | $158.72万 | 0.38% | 12,325 | -178 | -1.4% | -$2.29万 | 减仓 |
| TFLO | ISHARES TR | $152.36万 | 0.36% | 30,092 | -10,816 | -26.4% | -$54.76万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $150.55万 | 0.36% | 19,201 | 19,201 | — | $150.55万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $146.36万 | 0.35% | 18,081 | 32 | 0.2% | $2,590 | 加仓 |
| ROST | ROSS STORES INC | $145.76万 | 0.35% | 6,729 | 6 | 0.1% | $1,300 | 加仓 |
| IWF | ISHARES TR | $140.95万 | 0.34% | 3,306 | -34 | -1.0% | -$1.45万 | 减仓 |
| AMGN | AMGEN INC | $140.62万 | 0.34% | 3,997 | -12 | -0.3% | -$4,222 | 减仓 |
| BE | BLOOM ENERGY CORP | $140.55万 | 0.33% | 10,373 | 6,465 | 165.4% | $87.60万 | 加仓 |
| IEFA | ISHARES TR | $138.25万 | 0.33% | 15,271 | -235 | -1.5% | -$2.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $137.43万 | 0.33% | 326 | 1 | 0.3% | $4,216 | 加仓 |
| ANET | ARISTA NETWORKS INC | $133.37万 | 0.32% | 10,862 | 383 | 3.7% | $4.70万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $128.28万 | 0.31% | 74,971 | 2,514 | 3.5% | $4.30万 | 加仓 |
| V | VISA INC | $121.28万 | 0.29% | 4,013 | 14 | 0.4% | $4,231 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $121.16万 | 0.29% | 9,117 | -734 | -7.5% | -$9.75万 | 减仓 |
| MKL | MARKEL GROUP INC | $117.89万 | 0.28% | 616 | 4 | 0.7% | $7,655 | 加仓 |
| IWD | ISHARES TR | $116.19万 | 0.28% | 5,438 | -68 | -1.2% | -$1.45万 | 减仓 |
| CAT | CATERPILLAR INC | $114.89万 | 0.27% | 1,622 | 855 | 111.5% | $60.56万 | 加仓 |
| MTB | M & T BK CORP | $111.63万 | 0.27% | 5,400 | 76 | 1.4% | $1.57万 | 加仓 |
| FNB | F N B CORP | $109.78万 | 0.26% | 65,656 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $109.09万 | 0.26% | 3,229 | 2,323 | 256.4% | $78.48万 | 加仓 |
| BAC | BANK AMERICA CORP | $101.25万 | 0.24% | 20,770 | 194 | 0.9% | $9,457 | 加仓 |
| RKLB | ROCKET LAB CORP | $100.79万 | 0.24% | 15,695 | 7,973 | 103.3% | $51.20万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $98.31万 | 0.23% | 21,161 | 111 | 0.5% | $5,157 | 加仓 |
| ABBV | ABBVIE INC | $97.16万 | 0.23% | 4,467 | 38 | 0.9% | $8,266 | 加仓 |
| BA | BOEING CO | $89.47万 | 0.21% | 4,495 | 128 | 2.9% | $2.55万 | 加仓 |
| ASML | ASML HLDG NV | $87.12万 | 0.21% | 660 | 44 | 7.1% | $5.81万 | 加仓 |
| ARKQ | ARK ETF TR | $81.17万 | 0.19% | 7,218 | 7,218 | — | $81.17万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $75.45万 | 0.18% | 4,136 | 2,418 | 140.7% | $44.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $73.36万 | 0.17% | 4,576 | 60 | 1.3% | $9,619 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $68.63万 | 0.16% | 714 | 16 | 2.3% | $1.54万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $67.34万 | 0.16% | 3,882 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $66.25万 | 0.16% | 1,540 | 1 | 0.1% | $430 | 加仓 |
| LH | LABCORP HOLDINGS INC | $64.09万 | 0.15% | 2,402 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $62.55万 | 0.15% | 69,198 | 4,795 | 7.4% | $4.33万 | 加仓 |
| EME | EMCOR GROUP INC | $62.38万 | 0.15% | 845 | 5 | 0.6% | $3,691 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $59.92万 | 0.14% | 3,651 | 17 | 0.5% | $2,790 | 加仓 |
| SNOW | SNOWFLAKE INC | $56.48万 | 0.13% | 3,745 | -52 | -1.4% | -$7,842 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $56.21万 | 0.13% | 51,004 | 6,003 | 13.3% | $6.62万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $53.09万 | 0.13% | 3,676 | 20 | 0.5% | $2,889 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.12万 | 0.12% | 1,889 | -31 | -1.6% | -$8,389 | 减仓 |
| AGNC | AGNC INVT CORP | $50.57万 | 0.12% | 50,415 | -6,488 | -11.4% | -$6.51万 | 减仓 |
| VLO | VALERO ENERGY CORP | $50.15万 | 0.12% | 2,030 | -7 | -0.3% | -$1,729 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.91万 | 0.12% | 2,412 | 124 | 5.4% | $2.57万 | 加仓 |
| MRK | MERCK & CO INC | $49.66万 | 0.12% | 4,129 | 150 | 3.8% | $1.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $48.27万 | 0.11% | 1,476 | 18 | 1.2% | $5,886 | 加仓 |
| CMCSA | COMCAST CORP NEW | $46.98万 | 0.11% | 16,362 | 407 | 2.6% | $1.17万 | 加仓 |
| DIS | DISNEY WALT CO | $46.41万 | 0.11% | 4,815 | -53 | -1.1% | -$5,108 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $44.12万 | 0.11% | 26,453 | 10,300 | 63.8% | $17.18万 | 加仓 |
| RTX | RTX CORPORATION | $42.33万 | 0.10% | 2,195 | 168 | 8.3% | $3.24万 | 加仓 |
| KO | COCA COLA CO | $40.63万 | 0.10% | 5,342 | 0 | 0.0% | — | 不变 |