13F 机构持仓

Granite Bay Wealth Management, LLC

PORTSMOUTH NH · SEC CIK 0001911472

2026Q22026Q1 更早 9 个季度 🔒
$10.86亿2026Q2 申报市值
170持仓数
46.2%前十大占比 · 第一大 7.6%
77 / 5新建仓 / 清仓
申报市值走势$10.86亿2026Q2
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

VUG 7.6%
IJR 5.8%
EEM 4.8%
JHMM 4.6%
AMZN 4.6%
AAPL 4.1%
WTPI 3.8%
JOHN HANCOCK E 3.6%
RSP 3.6%
TLT 3.6%

2026Q2 买入最多 按季末市值估算

VUG 加仓+$8,178.51万
AMZN 加仓+$3,817.03万
IJR 加仓+$3,777.06万
AAPL 加仓+$3,260.71万
SNOW 新建仓+$3,205.60万

2026Q2 卖出最多 按季末市值估算

RTX 清仓-$848.63万
CRWD 减仓-$268.78万
QQQ 清仓-$258.12万
DIA 清仓-$40.58万
EWJ 减仓-$39.32万

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
VB VANGUARD INDEX FDS $134.80万0.12%4,450 2,508129.1% $75.97万 加仓
ITA ISHARES TR $136.60万0.13%5,632 5,632— $136.60万 新建仓
BUG GLOBAL X FDS $141.70万0.13%37,091 1,1163.1% $4.26万 加仓
MDY SPDR S&P MIDCAP 400 ETF TR $144.10万0.13%2,049 -59-2.8% -$4.15万 减仓
TSLA TESLA INC $158.30万0.15%3,763 3,130494.5% $131.67万 加仓
VWO VANGUARD INTL EQUITY INDEX F $160.20万0.15%26,834 19,676274.9% $117.47万 加仓
XLK SELECT SECTOR SPDR TR $172.90万0.16%9,073 4,573101.6% $87.15万 加仓
GE GE AEROSPACE $173.80万0.16%4,652 3,268236.1% $122.09万 加仓
IVW ISHARES TR $185.70万0.17%13,500 13,500— $185.70万 新建仓
QQQJ INVESCO EXCH TRADED FD TR II $198.50万0.18%43,682 8782.1% $3.99万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $199.30万0.18%4,554 4,554— $199.30万 新建仓
CVX CHEVRON CORP NEW $208.40万0.19%12,570 11,4741,046.9% $190.23万 加仓
GEV GE VERNOVA INC $209.00万0.19%1,779 1,436418.7% $168.70万 加仓
IWM ISHARES TR $225.00万0.21%7,488 4,999200.8% $150.21万 加仓
PANW PALO ALTO NETWORKS INC $229.40万0.21%6,730 2,71367.5% $92.48万 加仓
VT VANGUARD INTL EQUITY INDEX F $235.50万0.22%15,005 15,005— $235.50万 新建仓
IVV ISHARES TR $244.90万0.23%3,270 1,682105.9% $125.97万 加仓
V VISA INC $251.60万0.23%7,334 4,867197.3% $166.97万 加仓
JMST J P MORGAN EXCHANGE TRADED F $296.30万0.27%58,090 58,090— $296.30万 新建仓
CIBR FIRST TR EXCHANGE TRADED FD $322.00万0.30%35,836 35,836— $322.00万 新建仓
FEZ SPDR INDEX SHS FDS $332.20万0.31%48,364 48,364— $332.20万 新建仓
COWZ PACER FDS TR $341.10万0.31%54,833 54,833— $341.10万 新建仓
ROBT FIRST TR EXCHANGE TRADED FD $357.50万0.33%63,541 2,0113.3% $11.31万 加仓
META META PLATFORMS INC $378.60万0.35%6,720 4,997290.0% $281.53万 加仓
IEF ISHARES TR $416.20万0.38%44,015 44,015— $416.20万 新建仓
AVGO BROADCOM INC $421.10万0.39%11,148 9,703671.5% $366.52万 加仓
— EXXON MOBIL CORP $422.00万0.39%30,865 26,791657.6% $366.30万 加仓
VEA VANGUARD TAX-MANAGED FDS $428.80万0.39%60,192 45,761317.1% $326.00万 加仓
IDEV ISHARES TR $437.10万0.40%49,110 1,4373.0% $12.79万 加仓
XLF SELECT SECTOR SPDR TR $456.20万0.42%85,103 85,103— $456.20万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $471.80万0.43%16,778 16,778— $471.80万 新建仓
ARES ARES MANAGEMENT CORPORATION $495.90万0.46%44,549 -283-0.6% -$3.15万 减仓
LLY ELI LILLY & CO $562.60万0.52%4,690 4,3831,427.7% $525.77万 加仓
GOOGL ALPHABET INC $569.10万0.52%15,926 14,058752.6% $502.35万 加仓
BX BLACKSTONE INC $633.90万0.58%53,868 8,22318.0% $96.77万 加仓
SLV ISHARES SILVER TR $649.60万0.60%121,487 6,0785.3% $32.50万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $757.50万0.70%123,253 123,253— $757.50万 新建仓
OEF ISHARES TR $767.30万0.71%20,973 20,973— $767.30万 新建仓
EMXC ISHARES INC $790.20万0.73%77,245 77,245— $790.20万 新建仓
AMGN AMGEN INC $882.50万0.81%24,371 2,47111.3% $89.48万 加仓
VIG VANGUARD SPECIALIZED FUNDS $891.70万0.82%37,684 37,684— $891.70万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $895.10万0.82%158,475 158,475— $895.10万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $904.10万0.83%178,785 178,785— $904.10万 新建仓
HD HOME DEPOT INC $921.80万0.85%26,136 3,79817.0% $133.95万 加仓
BALI BLACKROCK ETF TRUST $1,051.40万0.97%310,798 3,3871.1% $11.46万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,086.80万1.00%21,718 2,71614.3% $135.91万 加仓
GLD SPDR GOLD TR $1,101.40万1.01%29,899 11,16859.6% $411.40万 加仓
JPM JPMORGAN CHASE & CO. $1,116.20万1.03%34,101 5,36518.7% $175.61万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,176.70万1.08%15,419 -3,522-18.6% -$268.78万 减仓
IJH ISHARES TR $1,226.30万1.13%159,029 159,029— $1,226.30万 新建仓
AGG ISHARES TR $1,232.00万1.13%124,466 82,872199.2% $820.29万 加仓
VOO VANGUARD INDEX FDS $1,318.20万1.21%19,192 17,7891,267.9% $1,221.84万 加仓
GOOG ALPHABET INC $1,404.20万1.29%39,741 9,37230.9% $331.15万 加仓
TMUS T-MOBILE US INC $1,442.00万1.33%85,974 48,070126.8% $806.25万 加仓
IAGG ISHARES TR $1,506.40万1.39%297,704 22,3298.1% $112.99万 加仓
ACWX ISHARES TR $1,584.50万1.46%208,191 208,191— $1,584.50万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $1,787.00万1.65%35,644 20,197130.8% $1,012.57万 加仓
NVDA NVIDIA CORPORATION $1,794.50万1.65%89,687 35,55765.7% $711.44万 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $1,918.40万1.77%845,132 29,6753.6% $67.36万 加仓
EWJ ISHARES INC $2,024.30万1.86%217,032 -4,216-1.9% -$39.32万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $2,050.80万1.89%128,492 65,634104.4% $1,047.55万 加仓
SPY SPDR S&P 500 ETF TR $2,103.40万1.94%28,166 25,400918.3% $1,896.84万 加仓
MSFT MICROSOFT CORP $2,175.50万2.00%58,321 32,582126.6% $1,215.38万 加仓
VTV VANGUARD INDEX FDS $3,088.40万2.84%141,718 139,1185,350.7% $3,031.74万 加仓
SNOW SNOWFLAKE INC $3,205.60万2.95%125,958 125,958— $3,205.60万 新建仓
TLT ISHARES TR $3,871.80万3.57%448,018 237,639113.0% $2,053.69万 加仓
RSP INVESCO EXCHANGE TRADED FD T $3,902.30万3.59%183,406 1,3660.8% $29.06万 加仓
— JOHN HANCOCK EXCHANGE TRADED $3,950.40万3.64%1,862,508 73,2724.1% $155.41万 加仓
WTPI WISDOMTREE TR $4,130.20万3.80%1,259,604 55,8554.6% $183.15万 加仓
AAPL APPLE INC $4,431.10万4.08%153,136 112,688278.6% $3,260.71万 加仓
AMZN AMAZON COM INC $5,011.60万4.62%210,270 160,150319.5% $3,817.03万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $5,036.60万4.64%671,903 -5,089-0.8% -$38.15万 减仓
EEM ISHARES TR $5,195.80万4.79%759,524 361,85191.0% $2,475.37万 加仓
IJR ISHARES TR $6,326.40万5.83%426,566 254,673148.2% $3,777.06万 加仓
VUG VANGUARD INDEX FDS $8,304.20万7.65%964,042 949,4506,506.6% $8,178.51万 加仓