Graves Light Lenhart Wealth, Inc.
HARRISONBURG VA · SEC CIK 0001759803
$10.72亿2026Q2 申报市值
203持仓数
46.9%前十大占比 · 第一大 10.2%
9 / 4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
DFAX 加仓+$624.20万
AGG 加仓+$593.80万
IEFA 加仓+$532.32万
DFCF 加仓+$398.37万
DFNM 加仓+$357.01万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$275.57万
VCSH 减仓-$148.26万
DIS 减仓-$130.40万
AAPL 减仓-$43.03万
SPHQ 减仓-$40.50万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,270 | -100.0% | -$24.08万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,007 | -100.0% | -$22.76万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,878 | -100.0% | -$22.39万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -2,553 | -100.0% | -$21.06万 | 清仓 |
| — | PUTNAM MASTER INTER INCOME T | $4.62万 | 0.00% | 14,300 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $8.71万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.30万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | KKR INCOME OPPORTUNITIES FD | $15.46万 | 0.01% | 13,728 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $18.94万 | 0.02% | 10,253 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.64万 | 0.02% | 550 | 550 | — | $20.64万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.64万 | 0.02% | 450 | -56 | -11.1% | -$2.57万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $20.66万 | 0.02% | 3,889 | 4 | 0.1% | $212 | 加仓 |
| NEE | NEXTERA ENERGY INC | $21.01万 | 0.02% | 2,394 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $21.13万 | 0.02% | 7,867 | 7,867 | — | $21.13万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $21.40万 | 0.02% | 1,998 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $21.99万 | 0.02% | 666 | 666 | — | $21.99万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $22.07万 | 0.02% | 4,116 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $22.29万 | 0.02% | 1,314 | 1,314 | — | $22.29万 | 新建仓 |
| EFAV | ISHARES TR | $22.58万 | 0.02% | 2,574 | 17 | 0.7% | $1,491 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $22.65万 | 0.02% | 1,566 | 1,566 | — | $22.65万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $23.12万 | 0.02% | 3,218 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $23.33万 | 0.02% | 41,224 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $23.63万 | 0.02% | 1,444 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $24.00万 | 0.02% | 1,088 | -124 | -10.2% | -$2.74万 | 减仓 |
| WM | WASTE MGMT INC DEL | $24.40万 | 0.02% | 1,095 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $24.44万 | 0.02% | 730 | 730 | — | $24.44万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.52万 | 0.02% | 4,255 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $25.10万 | 0.02% | 3,237 | 41 | 1.3% | $3,179 | 加仓 |
| VFH | VANGUARD WORLD FD | $25.13万 | 0.02% | 1,910 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $25.18万 | 0.02% | 4,660 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $25.42万 | 0.02% | 1,120 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $25.79万 | 0.02% | 2,145 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $25.84万 | 0.02% | 867 | 867 | — | $25.84万 | 新建仓 |
| CLS | CELESTICA INC | $26.27万 | 0.02% | 720 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $26.44万 | 0.02% | 3,900 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.81万 | 0.03% | 11,133 | -33 | -0.3% | -$795 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $27.29万 | 0.03% | 6,050 | 54 | 0.9% | $2,435 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $27.57万 | 0.03% | 639 | 639 | — | $27.57万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $28.42万 | 0.03% | 206 | 1 | 0.5% | $1,380 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $28.68万 | 0.03% | 6,257 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $28.71万 | 0.03% | 11,893 | -21 | -0.2% | -$507 | 减仓 |
| VTV | VANGUARD INDEX FDS | $29.84万 | 0.03% | 1,369 | 1,369 | — | $29.84万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $29.89万 | 0.03% | 1,830 | -132 | -6.7% | -$2.16万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.54万 | 0.03% | 1,129 | -165 | -12.8% | -$4.46万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $30.68万 | 0.03% | 5,935 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $31.06万 | 0.03% | 3,254 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.09万 | 0.03% | 7,009 | 22 | 0.3% | $976 | 加仓 |
| DE | DEERE & CO | $31.21万 | 0.03% | 492 | 34 | 7.4% | $2.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.35万 | 0.03% | 3,455 | -391 | -10.2% | -$3.55万 | 减仓 |
| — | PROSHARES TR | $31.39万 | 0.03% | 14,517 | 109 | 0.8% | $2,357 | 加仓 |
| BA | BOEING CO | $31.40万 | 0.03% | 1,451 | 58 | 4.2% | $1.26万 | 加仓 |
| USB | US BANCORP | $31.45万 | 0.03% | 5,207 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $32.45万 | 0.03% | 23,828 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.56万 | 0.03% | 1,454 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $32.69万 | 0.03% | 4,879 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $32.75万 | 0.03% | 889 | 120 | 15.6% | $4.42万 | 加仓 |
| NOBL | PROSHARES TR | $34.27万 | 0.03% | 6,102 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $34.58万 | 0.03% | 2,949 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $34.77万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.78万 | 0.03% | 1,186 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $35.25万 | 0.03% | 4,851 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.91万 | 0.03% | 752 | 25 | 3.4% | $1.19万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $36.40万 | 0.03% | 24,140 | 2,475 | 11.4% | $3.73万 | 加仓 |
| VPU | VANGUARD WORLD FD | $37.67万 | 0.04% | 1,925 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $37.83万 | 0.04% | 1,583 | 4 | 0.3% | $956 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.02万 | 0.04% | 376 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $38.15万 | 0.04% | 18,430 | 240 | 1.3% | $4,968 | 加仓 |
| UNP | UNION PAC CORP | $38.41万 | 0.04% | 1,412 | 31 | 2.2% | $8,432 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $39.38万 | 0.04% | 5,700 | 2 | 0.0% | $138 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.15万 | 0.04% | 13,864 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.34万 | 0.04% | 1,114 | -77 | -6.5% | -$2.79万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $41.33万 | 0.04% | 670 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $42.35万 | 0.04% | 2,931 | -69 | -2.3% | -$9,969 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $42.85万 | 0.04% | 3,769 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $42.97万 | 0.04% | 763 | 147 | 23.9% | $8.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $43.56万 | 0.04% | 1,620 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $43.60万 | 0.04% | 3,325 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $44.92万 | 0.04% | 2,358 | 16 | 0.7% | $3,048 | 加仓 |
| MET | METLIFE INC | $44.98万 | 0.04% | 5,316 | 63 | 1.2% | $5,330 | 加仓 |
| CMI | CUMMINS INC | $45.65万 | 0.04% | 640 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $47.95万 | 0.04% | 1,394 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.25万 | 0.05% | 6,575 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $49.71万 | 0.05% | 9,169 | 234 | 2.6% | $1.27万 | 加仓 |
| SLB | SLB LIMITED | $51.01万 | 0.05% | 10,973 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $52.80万 | 0.05% | 1,443 | -6 | -0.4% | -$2,195 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $53.01万 | 0.05% | 1,685 | 12 | 0.7% | $3,775 | 加仓 |
| ALL | ALLSTATE CORP | $53.43万 | 0.05% | 2,246 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $55.42万 | 0.05% | 4,718 | 200 | 4.4% | $2.35万 | 加仓 |
| INTC | INTEL CORP | $55.53万 | 0.05% | 3,977 | -1,234 | -23.7% | -$17.23万 | 减仓 |
| VDE | VANGUARD WORLD FD | $56.06万 | 0.05% | 3,734 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $56.17万 | 0.05% | 967 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $56.51万 | 0.05% | 3,490 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $57.66万 | 0.05% | 801 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $58.32万 | 0.05% | 2,790 | -14 | -0.5% | -$2,927 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $59.44万 | 0.06% | 14,048 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $61.64万 | 0.06% | 4,964 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $62.53万 | 0.06% | 3,288 | -56 | -1.7% | -$1.06万 | 减仓 |
| KBE | SPDR SERIES TRUST | $63.90万 | 0.06% | 9,367 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $69.10万 | 0.06% | 8,503 | 400 | 4.9% | $3.25万 | 加仓 |
| VHT | VANGUARD WORLD FD | $70.22万 | 0.07% | 2,348 | -36 | -1.5% | -$1.08万 | 减仓 |