Gross & Hartman Investments LLC
LEOLA PA · SEC CIK 0001966094
$1.92亿2026Q1 申报市值
72持仓数
80.6%前十大占比 · 第一大 22.1%
8 / 5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
VTI 加仓+$451.51万
VCRB 加仓+$447.44万
ENFR 加仓+$246.28万
VBIL 加仓+$211.88万
VONG 加仓+$139.74万
2026Q1 卖出最多 按季末市值估算
SBAC 清仓-$30.64万
META 减仓-$29.36万
REXR 清仓-$28.98万
FHLC 清仓-$27.96万
INVH 清仓-$25.36万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $4,242.15万 | 22.06% | 132,232 | 14,074 | 11.9% | $451.51万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $2,946.38万 | 15.32% | 276,655 | 857 | 0.3% | $9.13万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $2,076.18万 | 10.80% | 268,309 | 57,824 | 27.5% | $447.44万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,335.65万 | 6.94% | 90,185 | 8,591 | 10.5% | $127.23万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $1,191.46万 | 6.20% | 157,497 | 28,008 | 21.6% | $211.88万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $926.70万 | 4.82% | 84,484 | 12,740 | 17.8% | $139.74万 | 加仓 |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | $922.84万 | 4.80% | 241,518 | 64,454 | 36.4% | $246.28万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $838.33万 | 4.36% | 301,018 | 19,433 | 6.9% | $54.12万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $525.94万 | 2.73% | 12,901 | -31 | -0.2% | -$1.26万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $501.56万 | 2.61% | 53,222 | 3,696 | 7.5% | $34.83万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $266.69万 | 1.39% | 4,463 | 6 | 0.1% | $3,585 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $234.61万 | 1.22% | 3,363 | 1,073 | 46.9% | $74.86万 | 加仓 |
| AAPL | APPLE INC | $166.80万 | 0.87% | 6,572 | 64 | 1.0% | $1.62万 | 加仓 |
| EQIX | EQUINIX INC REIT | $148.57万 | 0.77% | 1,516 | 55 | 3.8% | $5.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $136.45万 | 0.71% | 3,686 | 188 | 5.4% | $6.96万 | 加仓 |
| NVDA | NVIDIA CORP | $130.94万 | 0.68% | 7,508 | 2 | 0.0% | $349 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURNBOND ETF | $126.46万 | 0.66% | 24,918 | 409 | 1.7% | $2.08万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $118.44万 | 0.62% | 4,119 | -120 | -2.8% | -$3.45万 | 减仓 |
| AMZN | AMAZON.COM INC | $108.90万 | 0.57% | 5,229 | 147 | 2.9% | $3.06万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $108.19万 | 0.56% | 2,919 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $83.83万 | 0.44% | 6,342 | 508 | 8.7% | $6.71万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $75.81万 | 0.39% | 16,161 | -513 | -3.1% | -$2.41万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $69.59万 | 0.36% | 12,874 | -1,025 | -7.4% | -$5.54万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $66.76万 | 0.35% | 8,723 | -14 | -0.2% | -$1,072 | 减仓 |
| NFLX | NETFLIX INC | $66.35万 | 0.35% | 6,901 | 4,738 | 219.0% | $45.56万 | 加仓 |
| VTR | VENTAS INC REIT | $65.11万 | 0.34% | 7,961 | 270 | 3.5% | $2.21万 | 加仓 |
| AVGO | BROADCOM INC | $64.90万 | 0.34% | 2,097 | -137 | -6.1% | -$4.24万 | 减仓 |
| DLR | DIGITAL RLTY TR INC REIT | $64.37万 | 0.33% | 3,572 | 143 | 4.2% | $2.58万 | 加仓 |
| EBAY | EBAY INC | $61.52万 | 0.32% | 6,759 | -9 | -0.1% | -$819 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $59.14万 | 0.31% | 12,955 | -1,921 | -12.9% | -$8.77万 | 减仓 |
| DIS | DISNEY WALT CO | $57.67万 | 0.30% | 5,983 | 515 | 9.4% | $4.96万 | 加仓 |
| VTHR | VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES | $57.05万 | 0.30% | 1,984 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $54.77万 | 0.28% | 3,744 | 186 | 5.2% | $2.72万 | 加仓 |
| ABNB | AIRBNB INC CLASS A | $54.54万 | 0.28% | 4,319 | 518 | 13.6% | $6.54万 | 加仓 |
| TOL | TOLL BROS INC | $51.26万 | 0.27% | 3,756 | 222 | 6.3% | $3.03万 | 加仓 |
| BX | BLACKSTONE INC | $49.98万 | 0.26% | 4,347 | 598 | 16.0% | $6.88万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $49.43万 | 0.26% | 2,864 | 142 | 5.2% | $2.45万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $49.30万 | 0.26% | 3,564 | 339 | 10.5% | $4.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $48.73万 | 0.25% | 16,974 | 3,661 | 27.5% | $10.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $47.19万 | 0.25% | 1,663 | 87 | 5.5% | $2.47万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $46.87万 | 0.24% | 819 | -513 | -38.5% | -$29.36万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $44.38万 | 0.23% | 5,909 | 5,909 | — | $44.38万 | 新建仓 |
| INTU | INTUIT | $42.89万 | 0.22% | 992 | 992 | — | $42.89万 | 新建仓 |
| WELL | WELLTOWER INC REIT | $39.86万 | 0.21% | 2,016 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $39.29万 | 0.20% | 2,460 | 93 | 3.9% | $1.49万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $37.00万 | 0.19% | 1,290 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC REIT | $36.81万 | 0.19% | 12,780 | 1,000 | 8.5% | $2.88万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $36.43万 | 0.19% | 4,608 | 1 | 0.0% | $79 | 加仓 |
| HR | HEALTHCARE REALTY TR A CLASS CLASS A | $36.28万 | 0.19% | 21,352 | 3,010 | 16.4% | $5.11万 | 加仓 |
| ROST | ROSS STORES INC | $35.94万 | 0.19% | 1,659 | -11 | -0.7% | -$2,383 | 减仓 |
| BXP | BXP INC REIT | $34.50万 | 0.18% | 6,647 | 6,647 | — | $34.50万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $34.16万 | 0.18% | 11,215 | 720 | 6.9% | $2.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $33.62万 | 0.17% | 4,620 | 1,172 | 34.0% | $8.53万 | 加仓 |
| TSLA | TESLA INC | $33.46万 | 0.17% | 900 | -4 | -0.4% | -$1,487 | 减仓 |
| AHR | AMERICAN HEALTHCARE REITREIT | $33.11万 | 0.17% | 7,020 | 1,905 | 37.2% | $8.98万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT REIT | $32.44万 | 0.17% | 11,620 | 2,055 | 21.5% | $5.74万 | 加仓 |
| SUI | SUN CMNTYS INC REIT | $30.02万 | 0.16% | 2,383 | 40 | 1.7% | $5,038 | 加仓 |
| — | WHITESTONE REIT REIT | $29.33万 | 0.15% | 18,162 | 2,820 | 18.4% | $4.55万 | 加仓 |
| — | AVALONBAY CMNTYS INC REIT | $28.34万 | 0.15% | 1,735 | 187 | 12.1% | $3.05万 | 加仓 |
| PSA | PUBLIC STORAGE REIT | $25.60万 | 0.13% | 945 | 6 | 0.6% | $1,625 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.28万 | 0.13% | 860 | -20 | -2.3% | -$5,880 | 减仓 |
| CINF | CINCINNATI FINL CORP | $25.21万 | 0.13% | 1,602 | -800 | -33.3% | -$12.59万 | 减仓 |
| CPT | CAMDEN PPTY TR REIT | $25.15万 | 0.13% | 2,575 | 139 | 5.7% | $1.36万 | 加仓 |
| LLY | ELI LILLY AND CO | $24.28万 | 0.13% | 264 | -6 | -2.2% | -$5,519 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $23.49万 | 0.12% | 1,421 | -112 | -7.3% | -$1.85万 | 减仓 |
| EGP | EASTGROUP PPTYS INC REIT | $23.40万 | 0.12% | 1,264 | 1,264 | — | $23.40万 | 新建仓 |
| ABBV | ABBVIE INC | $22.25万 | 0.12% | 1,023 | -153 | -13.0% | -$3.33万 | 减仓 |
| CSR | CENTERSPACE REIT | $20.96万 | 0.11% | 3,649 | 3,649 | — | $20.96万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $20.74万 | 0.11% | 9,188 | 9,188 | — | $20.74万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAGE R | $20.38万 | 0.11% | 6,729 | 6,729 | — | $20.38万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC REIT | $20.34万 | 0.11% | 9,498 | 1,699 | 21.8% | $3.64万 | 加仓 |
| RTX | RTX CORP | $20.00万 | 0.10% | 1,037 | 1,037 | — | $20.00万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CLASS CLASS A | $0 | 0.00% | 0 | -1,584 | -100.0% | -$30.64万 | 清仓 |
| REXR | REXFORD INDL RLTY INC REIT | $0 | 0.00% | 0 | -7,485 | -100.0% | -$28.98万 | 清仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDX ETF | $0 | 0.00% | 0 | -3,764 | -100.0% | -$27.96万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,124 | -100.0% | -$25.36万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SILA RLTY TR INC REIT | $0 | 0.00% | 0 | -9,095 | -100.0% | -$21.20万 | 清仓 |