Granite Bay Wealth Management, LLC
PORTSMOUTH NH · SEC CIK 0001911472
$4.70亿2026Q1 申报市值
94持仓数
57.4%前十大占比 · 第一大 9.7%
11 / 9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
WTPI 加仓+$2,993.95万
IAGG 新建仓+$1,374.86万
JOHN HANCOCK EXC 加仓+$297.96万
CRWD 加仓+$163.00万
JHMM 加仓+$155.67万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$192.72万
WRB 减仓-$33.14万
AMGN 减仓-$25.34万
RTX 减仓-$24.44万
SPY 减仓-$19.83万
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 |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4,541.33万 | 9.66% | 676,992 | 23,206 | 3.5% | $155.67万 | 加仓 |
| WTPI | WISDOMTREE TR | $3,841.14万 | 8.17% | 1,203,749 | 938,255 | 353.4% | $2,993.95万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $3,783.46万 | 8.05% | 1,789,236 | 140,910 | 8.5% | $297.96万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,492.45万 | 7.43% | 182,040 | 6,408 | 3.6% | $122.94万 | 加仓 |
| EEM | ISHARES TR | $2,258.45万 | 4.81% | 397,673 | 1,114 | 0.3% | $6.33万 | 加仓 |
| IJR | ISHARES TR | $2,135.31万 | 4.54% | 171,893 | 4,552 | 2.7% | $56.55万 | 加仓 |
| EWJ | ISHARES INC | $1,868.57万 | 3.98% | 221,248 | 6,532 | 3.0% | $55.17万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $1,839.80万 | 3.92% | 815,457 | 46,328 | 6.0% | $104.52万 | 加仓 |
| TLT | ISHARES TR | $1,822.84万 | 3.88% | 210,379 | 17,921 | 9.3% | $155.28万 | 加仓 |
| IAGG | ISHARES TR | $1,374.86万 | 2.93% | 275,375 | 275,375 | — | $1,374.86万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,042.45万 | 2.22% | 50,120 | 4,848 | 10.7% | $100.83万 | 加仓 |
| AAPL | APPLE INC | $1,026.71万 | 2.18% | 40,448 | 2,961 | 7.9% | $75.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $954.26万 | 2.03% | 25,739 | 3,848 | 17.6% | $142.66万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $947.19万 | 2.02% | 307,411 | -5,011 | -1.6% | -$15.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $944.52万 | 2.01% | 54,130 | 3,387 | 6.7% | $59.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $910.39万 | 1.94% | 19,002 | 1,333 | 7.5% | $63.86万 | 加仓 |
| GOOG | ALPHABET INC | $871.37万 | 1.85% | 30,369 | 897 | 3.0% | $25.74万 | 加仓 |
| RTX | RTX CORPORATION | $848.63万 | 1.81% | 44,028 | -1,268 | -2.8% | -$24.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $845.32万 | 1.80% | 28,736 | 2,619 | 10.0% | $77.04万 | 加仓 |
| GLD | SPDR GOLD TR | $805.45万 | 1.71% | 18,731 | 1,609 | 9.4% | $69.19万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $798.10万 | 1.70% | 62,858 | 5,471 | 9.5% | $69.46万 | 加仓 |
| TMUS | T-MOBILE US INC | $795.45万 | 1.69% | 37,904 | 1,946 | 5.4% | $40.84万 | 加仓 |
| SLV | ISHARES SILVER TR | $785.68万 | 1.67% | 115,409 | -28,309 | -19.7% | -$192.72万 | 减仓 |
| AMGN | AMGEN INC | $769.66万 | 1.64% | 21,900 | -721 | -3.2% | -$25.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $759.77万 | 1.62% | 15,447 | 2,270 | 17.2% | $111.65万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $739.50万 | 1.57% | 18,941 | 4,175 | 28.3% | $163.00万 | 加仓 |
| HD | HOME DEPOT INC | $735.36万 | 1.56% | 22,338 | 1,352 | 6.4% | $44.51万 | 加仓 |
| BX | BLACKSTONE INC | $525.74万 | 1.12% | 45,645 | 11,447 | 33.5% | $131.85万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $490.26万 | 1.04% | 44,832 | 13,805 | 44.5% | $150.97万 | 加仓 |
| AGG | ISHARES TR | $411.26万 | 0.88% | 41,594 | 3,921 | 10.4% | $38.77万 | 加仓 |
| IDEV | ISHARES TR | $398.46万 | 0.85% | 47,673 | 1,601 | 3.5% | $13.38万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $284.01万 | 0.60% | 61,530 | 3,352 | 5.8% | $15.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $258.12万 | 0.55% | 4,472 | 588 | 15.1% | $33.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $179.80万 | 0.38% | 2,766 | -305 | -9.9% | -$19.83万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $154.99万 | 0.33% | 42,804 | 4,709 | 12.4% | $17.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $130.06万 | 0.28% | 2,108 | -8 | -0.4% | -$4,936 | 减仓 |
| DCI | DONALDSON INC | $118.82万 | 0.25% | 14,000 | -229 | -1.6% | -$1.94万 | 减仓 |
| WRB | BERKLEY W R CORP | $107.44万 | 0.23% | 16,210 | -5,000 | -23.6% | -$33.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $106.18万 | 0.23% | 2,432 | 1,213 | 99.5% | $52.96万 | 加仓 |
| IVV | ISHARES TR | $103.73万 | 0.22% | 1,588 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $98.56万 | 0.21% | 1,723 | 15 | 0.9% | $8,581 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.48万 | 0.20% | 14,431 | 8,325 | 136.3% | $53.35万 | 加仓 |
| BUG | GLOBAL X FDS | $90.34万 | 0.19% | 35,975 | 8,575 | 31.3% | $21.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.80万 | 0.18% | 1,403 | 726 | 107.2% | $43.36万 | 加仓 |
| USMV | ISHARES TR | $82.99万 | 0.18% | 8,949 | 477 | 5.6% | $4.42万 | 加仓 |
| V | VISA INC | $74.54万 | 0.16% | 2,467 | -189 | -7.1% | -$5.71万 | 减仓 |
| — | EXXON MOBIL CORP | $69.10万 | 0.15% | 4,074 | -842 | -17.1% | -$14.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $64.41万 | 0.14% | 4,017 | 150 | 3.9% | $2.41万 | 加仓 |
| IWM | ISHARES TR | $61.74万 | 0.13% | 2,489 | 160 | 6.9% | $3.97万 | 加仓 |
| SHOP | SHOPIFY INC | $60.12万 | 0.13% | 5,068 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $59.81万 | 0.13% | 4,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $53.69万 | 0.11% | 1,868 | 73 | 4.1% | $2.10万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $53.54万 | 0.11% | 3,652 | -6 | -0.2% | -$880 | 减仓 |
| VTV | VANGUARD INDEX FDS | $51.03万 | 0.11% | 2,600 | 2,600 | — | $51.03万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $50.87万 | 0.11% | 1,942 | 688 | 54.9% | $18.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.18万 | 0.10% | 464 | 16 | 3.6% | $1.59万 | 加仓 |
| AVGO | BROADCOM INC | $44.72万 | 0.10% | 1,445 | 231 | 19.0% | $7.15万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.76万 | 0.09% | 15,022 | 11 | 0.1% | $320 | 加仓 |
| BOTZ | GLOBAL X FDS | $43.47万 | 0.09% | 13,084 | -511 | -3.8% | -$1.70万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.66万 | 0.09% | 910 | 8 | 0.9% | $3,575 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.58万 | 0.09% | 876 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST | $39.75万 | 0.08% | 3,954 | 3,954 | — | $39.75万 | 新建仓 |
| GE | GE AEROSPACE | $39.24万 | 0.08% | 1,384 | -54 | -3.8% | -$1.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.70万 | 0.08% | 7,158 | 7,158 | — | $38.70万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.85万 | 0.08% | 14,570 | -520 | -3.4% | -$1.32万 | 减仓 |
| FTNT | FORTINET INC | $34.94万 | 0.07% | 4,276 | 4,276 | — | $34.94万 | 新建仓 |
| IYW | ISHARES TR | $32.66万 | 0.07% | 1,800 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $31.25万 | 0.07% | 4,244 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.98万 | 0.07% | 1,267 | -71 | -5.3% | -$1.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $30.84万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.95万 | 0.06% | 1,107 | -90 | -7.5% | -$2.44万 | 减仓 |
| GEV | GE VERNOVA INC | $29.89万 | 0.06% | 343 | -78 | -18.5% | -$6.80万 | 减仓 |
| IWD | ISHARES TR | $29.14万 | 0.06% | 1,364 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.25万 | 0.06% | 1,955 | -185 | -8.6% | -$2.67万 | 减仓 |
| LLY | ELI LILLY & CO | $28.23万 | 0.06% | 307 | 6 | 2.0% | $5,518 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.14万 | 0.06% | 877 | 15 | 1.7% | $4,812 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.78万 | 0.06% | 5,073 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $25.28万 | 0.05% | 593 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $25.19万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $25.18万 | 0.05% | 1,523 | -205 | -11.9% | -$3.39万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.05万 | 0.05% | 5,006 | 5,006 | — | $24.05万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.66万 | 0.05% | 7,757 | 36 | 0.5% | $1,098 | 加仓 |
| TSLA | TESLA INC | $23.55万 | 0.05% | 633 | -37 | -5.5% | -$1.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.21万 | 0.05% | 3,717 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $22.79万 | 0.05% | 2,907 | 2,907 | — | $22.79万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.74万 | 0.05% | 2,365 | 130 | 5.8% | $1.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.69万 | 0.05% | 1,096 | 1,096 | — | $22.69万 | 新建仓 |
| IJK | ISHARES TR | $22.61万 | 0.05% | 2,247 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $21.05万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $20.54万 | 0.04% | 6,846 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $20.40万 | 0.04% | 2,645 | 2,645 | — | $20.40万 | 新建仓 |
| WMT | WALMART INC | $20.24万 | 0.04% | 1,636 | 1,636 | — | $20.24万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.24万 | 0.04% | 677 | 2 | 0.3% | $598 | 加仓 |
| — | GLOBAL X FDS 看涨期权 | $1.02万 | 0.00% | 48,600 | 48,600 | — | $1.02万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -7,400 | -100.0% | -$208.56万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -2,900 | -100.0% | -$35.35万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$24.18万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |