13F 机构持仓

Graves Light Lenhart Wealth, Inc.

HARRISONBURG VA · SEC CIK 0001759803

2026Q22026Q1 更早 9 个季度 🔒
$9.61亿2026Q1 申报市值
197持仓数
47.7%前十大占比 · 第一大 10.8%
6 / 1新建仓 / 清仓
申报市值走势$10.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 10.8%
IEFA 9.0%
DFCF 5.7%
IJR 3.9%
BRK/B 3.7%
IJH 3.6%
AAPL 2.9%
VYM 2.8%
SDY 2.8%
VCSH 2.6%

2026Q1 买入最多 按季末市值估算

DFNM 加仓+$579.28万
DFCF 加仓+$542.51万
IEFA 加仓+$247.68万
DFEM 加仓+$143.10万
DFUV 加仓+$140.09万

2026Q1 卖出最多 按季末市值估算

JPM 减仓-$270.71万
COST 减仓-$59.48万
BIL 减仓-$57.76万
AGG 减仓-$39.96万
BRK/B 减仓-$30.24万

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
— DIMENSIONAL ETF TRUST $68.98万0.07%19,685 440.2% $1,542 加仓
VGT VANGUARD WORLD FD $68.36万0.07%980 00.0% — 不变
HD HOME DEPOT INC $65.82万0.07%2,001 -22-1.1% -$7,237 减仓
VHT VANGUARD WORLD FD $64.93万0.07%2,384 00.0% — 不变
VDE VANGUARD WORLD FD $64.61万0.07%3,734 00.0% — 不变
KO COCA COLA CO $61.62万0.06%8,103 -1,172-12.6% -$8.91万 减仓
GEV GE VERNOVA INC $60.93万0.06%698 00.0% — 不变
IBB ISHARES TR $56.46万0.06%3,344 -299-8.2% -$5.05万 减仓
SLB SLB LIMITED $56.39万0.06%10,973 -600-5.2% -$3.08万 减仓
KBE SPDR SERIES TRUST $55.78万0.06%9,367 -1,336-12.5% -$7.96万 减仓
UNH UNITEDHEALTH GROUP INC $54.71万0.06%2,022 -17-0.8% -$4,600 减仓
IWF ISHARES TR $52.92万0.06%1,241 00.0% — 不变
T AT&T INC $52.73万0.05%18,190 -700-3.7% -$2.03万 减仓
MMM 3M CO $50.69万0.05%3,490 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP $50.21万0.05%14,048 00.0% — 不变
ENB ENBRIDGE INC $48.37万0.05%8,935 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $48.09万0.05%6,575 00.0% — 不变
NSC NORFOLK SOUTHN CORP $48.02万0.05%1,673 00.0% — 不变
ALL ALLSTATE CORP $46.56万0.05%2,246 00.0% — 不变
MS MORGAN STANLEY $46.15万0.05%2,804 00.0% — 不变
OEF ISHARES TR $46.09万0.05%1,449 60.4% $1,908 加仓
LNG CHENIERE ENERGY INC $44.81万0.05%1,579 40.3% $1,135 加仓
PWR QUANTA SVCS INC $43.96万0.05%801 00.0% — 不变
AMGN AMGEN INC $41.91万0.04%1,191 -14-1.2% -$4,926 减仓
VV VANGUARD INDEX FDS $41.67万0.04%1,394 00.0% — 不变
AMAT APPLIED MATLS INC $40.23万0.04%1,177 00.0% — 不变
ABT ABBOTT LABORATORIES $39.49万0.04%3,846 -628-14.0% -$6.45万 减仓
— WISDOMTREE TR $38.47万0.04%3,325 -82-2.4% -$9,488 减仓
VPU VANGUARD WORLD FD $38.13万0.04%1,925 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $38.10万0.04%5,698 20.0% $134 加仓
HWM HOWMET AEROSPACE INC $37.33万0.04%1,620 00.0% — 不变
MET METLIFE INC $37.15万0.04%5,253 -5-0.1% -$354 减仓
META META PLATFORMS INC $35.22万0.04%616 -7-1.1% -$4,002 减仓
— PROSHARES TR $35.18万0.04%14,408 600.4% $1,465 加仓
CSCO CISCO SYS INC $35.06万0.04%4,518 -100-2.2% -$7,759 减仓
SCHB SCHWAB STRATEGIC TR $34.80万0.04%13,864 10.0% $25 加仓
APD AIR PRODUCTS AND CHEMICALS I $34.47万0.04%1,186 -133-10.1% -$3.87万 减仓
CMI CUMMINS INC $34.43万0.04%640 -23-3.5% -$1.24万 减仓
TROW PRICE T ROWE GROUP INC $33.97万0.04%3,769 00.0% — 不变
IYK ISHARES TR $33.97万0.04%4,851 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $33.69万0.04%1,294 -36-2.7% -$9,373 减仓
UNP UNION PAC CORP $33.51万0.03%1,381 00.0% — 不变
SHEN SHENANDOAH TELECOMMUNICATION $33.41万0.03%21,665 00.0% — 不变
GLD SPDR GOLD TR $33.09万0.03%769 00.0% — 不变
NOBL PROSHARES TR $32.34万0.03%3,051 00.0% — 不变
XLY SELECT SECTOR SPDR TR $32.13万0.03%2,949 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $31.80万0.03%376 -42-10.0% -$3.55万 减仓
PFE PFIZER INC $31.35万0.03%11,166 -158-1.4% -$4,437 减仓
XLK SELECT SECTOR SPDR TR $31.13万0.03%2,342 00.0% — 不变
IYH ISHARES TR $30.07万0.03%4,879 00.0% — 不变
IXN ISHARES TR $29.99万0.03%3,000 00.0% — 不变
SHEL SHELL PLC $29.72万0.03%3,196 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $29.54万0.03%1,454 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $28.92万0.03%11,914 40.0% $97 加仓
LOW LOWES COS INC $28.63万0.03%1,212 20.2% $472 加仓
IXUS ISHARES TR $28.19万0.03%3,254 00.0% — 不变
NTRS NORTHERN TR CORP $27.91万0.03%2,000 00.0% — 不变
BA BOEING CO $27.72万0.03%1,393 00.0% — 不变
— DIMENSIONAL ETF TRUST $27.15万0.03%6,987 1251.8% $4,857 加仓
USB US BANCORP $27.08万0.03%5,207 00.0% — 不变
DFAU DIMENSIONAL ETF TRUST $26.78万0.03%5,935 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $26.41万0.03%670 00.0% — 不变
XCHYX CALAMOS CONV & HIGH INCOME F $25.95万0.03%23,828 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $25.92万0.03%6,257 00.0% — 不变
DE DEERE & CO $25.82万0.03%458 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $25.81万0.03%4,255 -200-4.5% -$1.21万 减仓
ACWV ISHARES INC $25.63万0.03%2,145 00.0% — 不变
DFSI DIMENSIONAL ETF TRUST $25.42万0.03%5,996 00.0% — 不变
QQQ INVESCO QQQ TR $25.17万0.03%436 -95-17.9% -$5.48万 减仓
WM WASTE MGMT INC DEL $25.15万0.03%1,095 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $24.57万0.03%727 -213-22.7% -$7.20万 减仓
DHR DANAHER CORP DEL $24.08万0.03%1,270 00.0% — 不变
XLE SELECT SECTOR SPDR TR $23.80万0.02%3,885 3,885— $23.80万 新建仓
EFAV ISHARES TR $23.36万0.02%2,557 00.0% — 不变
GAB GABELLI EQUITY TR INC $23.09万0.02%41,224 00.0% — 不变
VFH VANGUARD WORLD FD $23.07万0.02%1,910 00.0% — 不变
INTC INTEL CORP $23.00万0.02%5,211 5,211— $23.00万 新建仓
— HONEYWELL INTL INC $22.76万0.02%1,007 00.0% — 重新持有
EES WISDOMTREE TR $22.64万0.02%3,900 00.0% — 不变
Q QNITY ELECTRONICS INC $22.64万0.02%1,962 1,962— $22.64万 新建仓
AMP AMERIPRISE FINL INC $22.49万0.02%506 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $22.45万0.02%205 205— $22.45万 新建仓
XLU SELECT SECTOR SPDR TR $22.39万0.02%4,878 00.0% — 不变
NEE NEXTERA ENERGY INC $22.24万0.02%2,394 2,394— $22.24万 新建仓
XLC SELECT SECTOR SPDR TR $22.15万0.02%1,998 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $22.15万0.02%4,660 00.0% — 不变
WELL WELLTOWER INC $22.14万0.02%1,120 00.0% — 不变
SCI SERVICE CORP INTL $21.06万0.02%2,553 00.0% — 重新持有
ESGU ISHARES TR $20.42万0.02%1,444 -135-8.5% -$1.91万 减仓
XLF SELECT SECTOR SPDR TR $20.32万0.02%4,116 00.0% — 不变
CLS CELESTICA INC $20.28万0.02%720 00.0% — 不变
BHRB BURKE HERBERT FINL SVCS CORP $20.04万0.02%3,218 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC $17.02万0.02%10,253 00.0% — 不变
— KKR INCOME OPPORTUNITIES FD $15.10万0.02%13,728 00.0% — 不变
BGB BLACKSTONE STRATEGIC CRED 20 $11.15万0.01%10,000 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $8.32万0.01%15,000 00.0% — 不变
— PUTNAM MASTER INTER INCOME T $4.68万0.00%14,300 00.0% — 不变
INTU INTUIT $00.00%0 -392-100.0% -$25.97万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断