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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $8,304.20万 | 7.65% | 964,042 | 949,450 | 6,506.6% | $8,178.51万 | 加仓 |
| IJR | ISHARES TR | $6,326.40万 | 5.83% | 426,566 | 254,673 | 148.2% | $3,777.06万 | 加仓 |
| EEM | ISHARES TR | $5,195.80万 | 4.79% | 759,524 | 361,851 | 91.0% | $2,475.37万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $5,036.60万 | 4.64% | 671,903 | -5,089 | -0.8% | -$38.15万 | 减仓 |
| AMZN | AMAZON COM INC | $5,011.60万 | 4.62% | 210,270 | 160,150 | 319.5% | $3,817.03万 | 加仓 |
| AAPL | APPLE INC | $4,431.10万 | 4.08% | 153,136 | 112,688 | 278.6% | $3,260.71万 | 加仓 |
| WTPI | WISDOMTREE TR | $4,130.20万 | 3.80% | 1,259,604 | 55,855 | 4.6% | $183.15万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $3,950.40万 | 3.64% | 1,862,508 | 73,272 | 4.1% | $155.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,902.30万 | 3.59% | 183,406 | 1,366 | 0.8% | $29.06万 | 加仓 |
| TLT | ISHARES TR | $3,871.80万 | 3.57% | 448,018 | 237,639 | 113.0% | $2,053.69万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,205.60万 | 2.95% | 125,958 | 125,958 | — | $3,205.60万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $3,088.40万 | 2.84% | 141,718 | 139,118 | 5,350.7% | $3,031.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,175.50万 | 2.00% | 58,321 | 32,582 | 126.6% | $1,215.38万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $2,103.40万 | 1.94% | 28,166 | 25,400 | 918.3% | $1,896.84万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $2,050.80万 | 1.89% | 128,492 | 65,634 | 104.4% | $1,047.55万 | 加仓 |
| EWJ | ISHARES INC | $2,024.30万 | 1.86% | 217,032 | -4,216 | -1.9% | -$39.32万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $1,918.40万 | 1.77% | 845,132 | 29,675 | 3.6% | $67.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,794.50万 | 1.65% | 89,687 | 35,557 | 65.7% | $711.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,787.00万 | 1.65% | 35,644 | 20,197 | 130.8% | $1,012.57万 | 加仓 |
| ACWX | ISHARES TR | $1,584.50万 | 1.46% | 208,191 | 208,191 | — | $1,584.50万 | 新建仓 |
| IAGG | ISHARES TR | $1,506.40万 | 1.39% | 297,704 | 22,329 | 8.1% | $112.99万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,442.00万 | 1.33% | 85,974 | 48,070 | 126.8% | $806.25万 | 加仓 |
| GOOG | ALPHABET INC | $1,404.20万 | 1.29% | 39,741 | 9,372 | 30.9% | $331.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,318.20万 | 1.21% | 19,192 | 17,789 | 1,267.9% | $1,221.84万 | 加仓 |
| AGG | ISHARES TR | $1,232.00万 | 1.13% | 124,466 | 82,872 | 199.2% | $820.29万 | 加仓 |
| IJH | ISHARES TR | $1,226.30万 | 1.13% | 159,029 | 159,029 | — | $1,226.30万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,176.70万 | 1.08% | 15,419 | -3,522 | -18.6% | -$268.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $1,116.20万 | 1.03% | 34,101 | 5,365 | 18.7% | $175.61万 | 加仓 |
| GLD | SPDR GOLD TR | $1,101.40万 | 1.01% | 29,899 | 11,168 | 59.6% | $411.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,086.80万 | 1.00% | 21,718 | 2,716 | 14.3% | $135.91万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,051.40万 | 0.97% | 310,798 | 3,387 | 1.1% | $11.46万 | 加仓 |
| HD | HOME DEPOT INC | $921.80万 | 0.85% | 26,136 | 3,798 | 17.0% | $133.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $904.10万 | 0.83% | 178,785 | 178,785 | — | $904.10万 | 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 |
| VIG | VANGUARD SPECIALIZED FUNDS | $891.70万 | 0.82% | 37,684 | 37,684 | — | $891.70万 | 新建仓 |
| AMGN | AMGEN INC | $882.50万 | 0.81% | 24,371 | 2,471 | 11.3% | $89.48万 | 加仓 |
| EMXC | ISHARES INC | $790.20万 | 0.73% | 77,245 | 77,245 | — | $790.20万 | 新建仓 |
| OEF | ISHARES TR | $767.30万 | 0.71% | 20,973 | 20,973 | — | $767.30万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $757.50万 | 0.70% | 123,253 | 123,253 | — | $757.50万 | 新建仓 |
| SLV | ISHARES SILVER TR | $649.60万 | 0.60% | 121,487 | 6,078 | 5.3% | $32.50万 | 加仓 |
| BX | BLACKSTONE INC | $633.90万 | 0.58% | 53,868 | 8,223 | 18.0% | $96.77万 | 加仓 |
| GOOGL | ALPHABET INC | $569.10万 | 0.52% | 15,926 | 14,058 | 752.6% | $502.35万 | 加仓 |
| LLY | ELI LILLY & CO | $562.60万 | 0.52% | 4,690 | 4,383 | 1,427.7% | $525.77万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $495.90万 | 0.46% | 44,549 | -283 | -0.6% | -$3.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $471.80万 | 0.43% | 16,778 | 16,778 | — | $471.80万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $456.20万 | 0.42% | 85,103 | 85,103 | — | $456.20万 | 新建仓 |
| IDEV | ISHARES TR | $437.10万 | 0.40% | 49,110 | 1,437 | 3.0% | $12.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $428.80万 | 0.39% | 60,192 | 45,761 | 317.1% | $326.00万 | 加仓 |
| — | EXXON MOBIL CORP | $422.00万 | 0.39% | 30,865 | 26,791 | 657.6% | $366.30万 | 加仓 |
| AVGO | BROADCOM INC | $421.10万 | 0.39% | 11,148 | 9,703 | 671.5% | $366.52万 | 加仓 |
| IEF | ISHARES TR | $416.20万 | 0.38% | 44,015 | 44,015 | — | $416.20万 | 新建仓 |
| META | META PLATFORMS INC | $378.60万 | 0.35% | 6,720 | 4,997 | 290.0% | $281.53万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $357.50万 | 0.33% | 63,541 | 2,011 | 3.3% | $11.31万 | 加仓 |
| COWZ | PACER FDS TR | $341.10万 | 0.31% | 54,833 | 54,833 | — | $341.10万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $332.20万 | 0.31% | 48,364 | 48,364 | — | $332.20万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $322.00万 | 0.30% | 35,836 | 35,836 | — | $322.00万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $296.30万 | 0.27% | 58,090 | 58,090 | — | $296.30万 | 新建仓 |
| V | VISA INC | $251.60万 | 0.23% | 7,334 | 4,867 | 197.3% | $166.97万 | 加仓 |
| IVV | ISHARES TR | $244.90万 | 0.23% | 3,270 | 1,682 | 105.9% | $125.97万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $235.50万 | 0.22% | 15,005 | 15,005 | — | $235.50万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $229.40万 | 0.21% | 6,730 | 2,713 | 67.5% | $92.48万 | 加仓 |
| IWM | ISHARES TR | $225.00万 | 0.21% | 7,488 | 4,999 | 200.8% | $150.21万 | 加仓 |
| GEV | GE VERNOVA INC | $209.00万 | 0.19% | 1,779 | 1,436 | 418.7% | $168.70万 | 加仓 |
| CVX | CHEVRON CORP NEW | $208.40万 | 0.19% | 12,570 | 11,474 | 1,046.9% | $190.23万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $199.30万 | 0.18% | 4,554 | 4,554 | — | $199.30万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $198.50万 | 0.18% | 43,682 | 878 | 2.1% | $3.99万 | 加仓 |
| IVW | ISHARES TR | $185.70万 | 0.17% | 13,500 | 13,500 | — | $185.70万 | 新建仓 |
| GE | GE AEROSPACE | $173.80万 | 0.16% | 4,652 | 3,268 | 236.1% | $122.09万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $172.90万 | 0.16% | 9,073 | 4,573 | 101.6% | $87.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $160.20万 | 0.15% | 26,834 | 19,676 | 274.9% | $117.47万 | 加仓 |
| TSLA | TESLA INC | $158.30万 | 0.15% | 3,763 | 3,130 | 494.5% | $131.67万 | 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 |
| BUG | GLOBAL X FDS | $141.70万 | 0.13% | 37,091 | 1,116 | 3.1% | $4.26万 | 加仓 |
| ITA | ISHARES TR | $136.60万 | 0.13% | 5,632 | 5,632 | — | $136.60万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $134.80万 | 0.12% | 4,450 | 2,508 | 129.1% | $75.97万 | 加仓 |
| DCI | DONALDSON INC | $125.70万 | 0.12% | 14,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $119.20万 | 0.11% | 4,696 | 3,429 | 270.6% | $87.04万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $118.20万 | 0.11% | 1,264 | 800 | 172.4% | $74.81万 | 加仓 |
| WMT | WALMART INC | $112.20万 | 0.10% | 9,906 | 8,270 | 505.5% | $93.67万 | 加仓 |
| USMV | ISHARES TR | $110.20万 | 0.10% | 11,421 | 2,472 | 27.6% | $23.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $109.40万 | 0.10% | 2,290 | 2,290 | — | $109.40万 | 新建仓 |
| GRNY | TIDAL TRUST I | $108.10万 | 0.10% | 39,095 | 39,095 | — | $108.10万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $98.50万 | 0.09% | 20,342 | 15,336 | 306.4% | $74.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $97.60万 | 0.09% | 1,900 | 1,900 | — | $97.60万 | 新建仓 |
| WRB | BERKLEY W R CORP | $93.20万 | 0.09% | 13,210 | -3,000 | -18.5% | -$21.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $87.60万 | 0.08% | 1,336 | 1,336 | — | $87.60万 | 新建仓 |
| BA | BOEING CO | $87.10万 | 0.08% | 4,025 | 4,025 | — | $87.10万 | 新建仓 |
| IWF | ISHARES TR | $82.60万 | 0.08% | 6,650 | 4,278 | 180.4% | $53.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $81.30万 | 0.07% | 24,015 | 8,993 | 59.9% | $30.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $80.20万 | 0.07% | 9,370 | 5,370 | 134.2% | $45.96万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $77.80万 | 0.07% | 10,608 | 6,364 | 150.0% | $46.67万 | 加仓 |
| MCD | MCDONALDS CORP | $75.60万 | 0.07% | 2,794 | 2,794 | — | $75.60万 | 新建仓 |
| ABBV | ABBVIE INC | $73.70万 | 0.07% | 2,929 | 2,929 | — | $73.70万 | 新建仓 |
| MINT | PIMCO ETF TR | $73.30万 | 0.07% | 7,274 | 7,274 | — | $73.30万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $72.20万 | 0.07% | 19,626 | 19,626 | — | $72.20万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $72.00万 | 0.07% | 4,906 | 2,951 | 150.9% | $43.31万 | 加仓 |
| TRFK | PACER FDS TR | $69.30万 | 0.06% | 6,495 | 6,495 | — | $69.30万 | 新建仓 |
| CSCO | CISCO SYS INC | $69.10万 | 0.06% | 5,883 | 5,883 | — | $69.10万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $66.00万 | 0.06% | 1,920 | 1,243 | 183.6% | $42.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $65.00万 | 0.06% | 564 | 564 | — | $65.00万 | 新建仓 |