Granite FO LLC
BEDFORD NH · SEC CIK 0002034090
$1.89亿2026Q2 申报市值
171持仓数
81.0%前十大占比 · 第一大 17.8%
2 / 1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
IJR 加仓+$9.49万
SLV 加仓+$3.21万
OWL 加仓+$6,423
DVN 新建仓+$2,644
VIG 加仓+$1,893
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$482.49万
VYM 减仓-$280.04万
MDY 减仓-$164.23万
DVY 减仓-$119.57万
ARCC 减仓-$112.28万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -92 | -100.0% | -$3,233 | 清仓 |
| GRAL | GRAIL INC | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $266 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $361 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $450 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $612 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $691 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $698 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $718 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $920 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $960 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $994 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1,113 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1,269 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1,292 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1,326 | 0.00% | 6 | 6 | — | $1,326 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,338 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1,343 | 0.00% | 6 | -6 | -50.0% | -$1,343 | 减仓 |
| ADBE | ADOBE INC | $1,435 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1,502 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,504 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1,591 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1,599 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1,799 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,807 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $1,842 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1,871 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,934 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,062 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $2,080 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2,095 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2,118 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2,193 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $2,194 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2,205 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $2,262 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $2,282 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2,350 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,368 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $2,456 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $2,468 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $2,627 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2,644 | 0.00% | 64 | 64 | — | $2,644 | 新建仓 |
| XYL | XYLEM INC | $2,719 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $3,033 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3,132 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3,188 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $3,210 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,335 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $3,343 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3,447 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3,460 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,557 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3,576 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3,621 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,700 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3,768 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $3,866 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $3,900 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $3,962 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4,129 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $4,414 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $4,499 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4,746 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $4,861 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $4,920 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5,095 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $5,383 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $5,504 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $5,590 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $6,155 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $6,329 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $6,806 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $7,891 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $8,803 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $8,925 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $9,441 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.01万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.38万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.54万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.56万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $1.56万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.71万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.33万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $2.62万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.83万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.87万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $3.07万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3.52万 | 0.02% | 104 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3.80万 | 0.02% | 278 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $4.40万 | 0.02% | 772 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $4.46万 | 0.02% | 347 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $4.72万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5.88万 | 0.03% | 1,100 | 600 | 120.0% | $3.21万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $5.90万 | 0.03% | 293 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.07万 | 0.03% | 434 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $7.00万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $7.01万 | 0.04% | 19,430 | 0 | 0.0% | — | 不变 |