Granite Bay Wealth Management, LLC
PORTSMOUTH NH · SEC CIK 0001911472
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $64.60万 | 0.06% | 3,568 | 2,045 | 134.3% | $37.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.40万 | 0.06% | 1,714 | 837 | 95.4% | $30.96万 | 加仓 |
| — | BLACKROCK ETF TRUST | $63.30万 | 0.06% | 6,314 | 2,360 | 59.7% | $23.66万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $62.80万 | 0.06% | 4,711 | 4,711 | — | $62.80万 | 新建仓 |
| EFA | ISHARES TR | $59.60万 | 0.05% | 5,740 | 5,740 | — | $59.60万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $58.80万 | 0.05% | 1,976 | 1,976 | — | $58.80万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $57.90万 | 0.05% | 3,647 | -5 | -0.1% | -$794 | 减仓 |
| SHOP | SHOPIFY INC | $57.80万 | 0.05% | 5,063 | -5 | -0.1% | -$571 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.30万 | 0.05% | 13,539 | 13,539 | — | $57.30万 | 新建仓 |
| O | REALTY INCOME CORP | $56.20万 | 0.05% | 9,086 | 9,086 | — | $56.20万 | 新建仓 |
| NFLX | NETFLIX INC | $56.00万 | 0.05% | 7,849 | 5,484 | 231.9% | $39.13万 | 加仓 |
| BOTZ | GLOBAL X FDS | $53.00万 | 0.05% | 13,970 | 886 | 6.8% | $3.36万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $52.00万 | 0.05% | 4,892 | 4,892 | — | $52.00万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $51.80万 | 0.05% | 14,046 | 14,046 | — | $51.80万 | 新建仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $51.70万 | 0.05% | 14,124 | 14,124 | — | $51.70万 | 新建仓 |
| IWD | ISHARES TR | $49.50万 | 0.05% | 2,042 | 678 | 49.7% | $16.44万 | 加仓 |
| IWP | ISHARES TR | $49.20万 | 0.05% | 3,356 | 1,856 | 123.7% | $27.21万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $48.50万 | 0.04% | 5,524 | 5,524 | — | $48.50万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $47.40万 | 0.04% | 3,279 | 3,279 | — | $47.40万 | 新建仓 |
| IWR | ISHARES TR | $47.30万 | 0.04% | 4,286 | 4,286 | — | $47.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.80万 | 0.04% | 1,127 | 20 | 1.8% | $8,305 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $45.40万 | 0.04% | 915 | 5 | 0.5% | $2,481 | 加仓 |
| IYW | ISHARES TR | $45.40万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $44.00万 | 0.04% | 2,784 | 2,784 | — | $44.00万 | 新建仓 |
| CAT | CATERPILLAR INC | $42.60万 | 0.04% | 400 | 400 | — | $42.60万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $41.60万 | 0.04% | 5,426 | 2,781 | 105.1% | $21.32万 | 加仓 |
| IGV | ISHARES TR | $41.20万 | 0.04% | 4,548 | 4,548 | — | $41.20万 | 新建仓 |
| SOXL | DIREXION SHS ETF TR | $40.00万 | 0.04% | 1,500 | 1,500 | — | $40.00万 | 新建仓 |
| EFV | ISHARES TR | $39.60万 | 0.04% | 5,176 | 5,176 | — | $39.60万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $39.40万 | 0.04% | 3,116 | 3,116 | — | $39.40万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.20万 | 0.04% | 13,323 | -1,247 | -8.6% | -$3.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $38.60万 | 0.04% | 2,273 | 2,273 | — | $38.60万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.10万 | 0.04% | 3,263 | 3,263 | — | $38.10万 | 新建仓 |
| SOXX | ISHARES TR | $37.50万 | 0.03% | 585 | 585 | — | $37.50万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.10万 | 0.03% | 11,136 | 11,136 | — | $37.10万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $37.10万 | 0.03% | 513 | 513 | — | $37.10万 | 新建仓 |
| ACM | AECOM | $36.70万 | 0.03% | 5,253 | 5,253 | — | $36.70万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.50万 | 0.03% | 11,525 | 3,482 | 43.3% | $11.03万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $36.50万 | 0.03% | 7,224 | 7,224 | — | $36.50万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.10万 | 0.03% | 605 | 605 | — | $35.10万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $34.30万 | 0.03% | 672 | 672 | — | $34.30万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $33.10万 | 0.03% | 2,621 | 2,621 | — | $33.10万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $32.20万 | 0.03% | 6,747 | 6,747 | — | $32.20万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.40万 | 0.03% | 5,073 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $27.10万 | 0.02% | 7,792 | 35 | 0.5% | $1,217 | 加仓 |
| — | ISHARES TR | $26.80万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $26.80万 | 0.02% | 7,698 | 7,698 | — | $26.80万 | 新建仓 |
| IJK | ISHARES TR | $26.40万 | 0.02% | 2,247 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $26.30万 | 0.02% | 1,611 | 1,611 | — | $26.30万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.00万 | 0.02% | 3,717 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $25.20万 | 0.02% | 127 | 127 | — | $25.20万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $25.10万 | 0.02% | 3,111 | 3,111 | — | $25.10万 | 新建仓 |
| D | DOMINION ENERGY INC | $25.10万 | 0.02% | 3,674 | 3,674 | — | $25.10万 | 新建仓 |
| MLPX | GLOBAL X FDS | $24.10万 | 0.02% | 3,278 | 3,278 | — | $24.10万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $23.70万 | 0.02% | 3,041 | 134 | 4.6% | $1.04万 | 加仓 |
| — | ISHARES TR | $23.60万 | 0.02% | 6,846 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $23.30万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.00万 | 0.02% | 561 | 561 | — | $23.00万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.70万 | 0.02% | 3,990 | 3,990 | — | $22.70万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.40万 | 0.02% | 8,089 | 8,089 | — | $22.40万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.90万 | 0.02% | 227 | 227 | — | $21.90万 | 新建仓 |
| ARKK | ARK ETF TR | $21.60万 | 0.02% | 2,671 | -685 | -20.4% | -$5.54万 | 重新持有 |
| ETN | EATON CORP PLC | $20.30万 | 0.02% | 477 | 477 | — | $20.30万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.10万 | 0.02% | 4,405 | 4,405 | — | $20.10万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $20.10万 | 0.02% | 1,932 | 0 | 0.0% | — | 重新持有 |
| COIN | COINBASE GLOBAL INC | $20.00万 | 0.02% | 1,369 | 1,369 | — | $20.00万 | 新建仓 |
| — | WORLD FDS TR | $10.90万 | 0.01% | 10,255 | 10,255 | — | $10.90万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $5.80万 | 0.01% | 40,000 | 40,000 | — | $5.80万 | 新建仓 |
| BTG | B2GOLD CORP | $5.50万 | 0.01% | 14,639 | 14,639 | — | $5.50万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $4.60万 | 0.00% | 27,517 | 27,517 | — | $4.60万 | 新建仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -44,028 | -100.0% | -$848.63万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -4,472 | -100.0% | -$258.12万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -876 | -100.0% | -$40.58万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -4,276 | -100.0% | -$34.94万 | 清仓 |
| — | GLOBAL X FDS 看涨期权 | $0 | 0.00% | 0 | -48,600 | -100.0% | -$1.02万 | 清仓 |