Graetz Wealth LLC
JENISON MI · SEC CIK 0002053877
$1.25亿2026Q2 申报市值
84持仓数
46.4%前十大占比 · 第一大 9.4%
8 / 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
XLB 新建仓+$278.03万
XLRE 新建仓+$257.66万
QQQ 加仓+$166.73万
VOO 加仓+$163.46万
JNK 加仓+$117.28万
2026Q2 卖出最多 按季末市值估算
XLE 清仓-$267.53万
XLK 清仓-$248.63万
VEA 减仓-$147.06万
RSP 减仓-$122.88万
BIV 减仓-$116.34万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,183.85万 | 9.44% | 17,237 | 2,380 | 16.0% | $163.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $881.80万 | 7.03% | 11,974 | 2,264 | 23.3% | $166.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $708.84万 | 5.65% | 85,765 | 3,387 | 4.1% | $27.99万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $569.38万 | 4.54% | 77,561 | 9,020 | 13.2% | $66.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $526.85万 | 4.20% | 73,944 | -20,640 | -21.8% | -$147.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $455.26万 | 3.63% | 59,356 | -15,168 | -20.4% | -$116.34万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $407.59万 | 3.25% | 68,285 | -15,169 | -18.2% | -$90.54万 | 减仓 |
| JNK | SPDR SERIES TRUST | $406.27万 | 3.24% | 42,157 | 12,170 | 40.6% | $117.28万 | 加仓 |
| CWB | SPDR SERIES TRUST | $358.10万 | 2.86% | 33,213 | -1,186 | -3.4% | -$12.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $324.16万 | 2.59% | 13,699 | 393 | 3.0% | $9.30万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $296.73万 | 2.37% | 16,020 | 944 | 6.3% | $17.49万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $288.15万 | 2.30% | 61,558 | 9,742 | 18.8% | $45.60万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $285.27万 | 2.28% | 53,212 | 1,905 | 3.7% | $10.21万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $278.03万 | 2.22% | 54,699 | 54,699 | — | $278.03万 | 新建仓 |
| IVV | ISHARES TR | $269.26万 | 2.15% | 3,595 | 9 | 0.3% | $6,741 | 加仓 |
| PFF | ISHARES TR | $267.71万 | 2.14% | 87,802 | 7,214 | 9.0% | $22.00万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $257.66万 | 2.06% | 58,519 | 58,519 | — | $257.66万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $240.35万 | 1.92% | 6,572 | 2,691 | 69.3% | $98.41万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $236.89万 | 1.89% | 42,930 | 6,548 | 18.0% | $36.13万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $214.22万 | 1.71% | 44,233 | -3,445 | -7.2% | -$16.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $213.20万 | 1.70% | 10,020 | -5,775 | -36.6% | -$122.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $183.10万 | 1.46% | 4,948 | 72 | 1.5% | $2.66万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $182.80万 | 1.46% | 30,993 | -7,120 | -18.7% | -$41.99万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $176.82万 | 1.41% | 53,114 | 2,984 | 6.0% | $9.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $174.49万 | 1.39% | 8,007 | 695 | 9.5% | $15.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $173.61万 | 1.38% | 18,004 | 1,122 | 6.6% | $10.82万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $173.31万 | 1.38% | 7,132 | 1,581 | 28.5% | $38.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $170.92万 | 1.36% | 5,639 | 95 | 1.7% | $2.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $164.81万 | 1.31% | 20,455 | 535 | 2.7% | $4.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $163.41万 | 1.30% | 18,971 | -1,609 | -7.8% | -$13.86万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $153.68万 | 1.23% | 7,777 | 1,538 | 24.7% | $30.39万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $138.17万 | 1.10% | 91,926 | 24,735 | 36.8% | $37.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $120.41万 | 0.96% | 1,665 | -3 | -0.2% | -$2,169 | 减仓 |
| HYD | VANECK ETF TRUST | $116.76万 | 0.93% | 22,667 | 6,477 | 40.0% | $33.36万 | 加仓 |
| GLDM | WORLD GOLD TR | $99.88万 | 0.80% | 12,577 | -6,634 | -34.5% | -$52.69万 | 减仓 |
| SHY | ISHARES TR | $88.99万 | 0.71% | 10,838 | 201 | 1.9% | $1.65万 | 加仓 |
| IJH | ISHARES TR | $76.45万 | 0.61% | 9,914 | 21 | 0.2% | $1,619 | 加仓 |
| SPTM | SPDR SERIES TRUST | $55.84万 | 0.45% | 6,151 | 17 | 0.3% | $1,543 | 加仓 |
| AAPL | APPLE INC | $53.10万 | 0.42% | 1,835 | -88 | -4.6% | -$2.55万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $52.90万 | 0.42% | 19,963 | 1,013 | 5.3% | $2.68万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $52.59万 | 0.42% | 20,051 | 629 | 3.2% | $1.65万 | 加仓 |
| AGG | ISHARES TR | $52.21万 | 0.42% | 5,274 | 5,274 | — | $52.21万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $52.16万 | 0.42% | 5,935 | -18 | -0.3% | -$1,582 | 减仓 |
| VOT | VANGUARD INDEX FDS | $45.70万 | 0.36% | 1,492 | -924 | -38.2% | -$28.30万 | 减仓 |
| MUB | ISHARES TR | $45.61万 | 0.36% | 4,238 | 93 | 2.2% | $1.00万 | 加仓 |
| LQD | ISHARES TR | $44.38万 | 0.35% | 4,069 | 102 | 2.6% | $1.11万 | 加仓 |
| IJR | ISHARES TR | $42.87万 | 0.34% | 2,890 | -63 | -2.1% | -$9,344 | 减仓 |
| HYG | ISHARES TR | $42.83万 | 0.34% | 5,356 | 123 | 2.4% | $9,837 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.00万 | 0.30% | 1,899 | -290 | -13.2% | -$5.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.14万 | 0.27% | 296 | -321 | -52.0% | -$37.03万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.99万 | 0.27% | 692 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $33.88万 | 0.27% | 6,699 | -1,296 | -16.2% | -$6.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.14万 | 0.26% | 570 | 570 | — | $33.14万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $32.13万 | 0.26% | 6,204 | -126 | -2.0% | -$6,525 | 减仓 |
| GOOGL | ALPHABET INC | $30.60万 | 0.24% | 856 | -103 | -10.7% | -$3.68万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $29.70万 | 0.24% | 1,588 | 429 | 37.0% | $8.02万 | 重新持有 |
| TOST | TOAST INC | $29.46万 | 0.23% | 10,590 | 1,578 | 17.5% | $4.39万 | 加仓 |
| FLEX | FLEX LTD | $29.15万 | 0.23% | 1,798 | -2,097 | -53.8% | -$33.99万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $29.02万 | 0.23% | 3,708 | 140 | 3.9% | $1.10万 | 加仓 |
| LLY | ELI LILLY & CO | $28.98万 | 0.23% | 242 | -10 | -4.0% | -$1.20万 | 减仓 |
| — | BITWISE XRP ETF | $28.45万 | 0.23% | 24,398 | 4,277 | 21.3% | $4.99万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $28.43万 | 0.23% | 21,357 | 3,714 | 21.1% | $4.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $27.50万 | 0.22% | 737 | -13 | -1.7% | -$4,851 | 减仓 |
| AVGO | BROADCOM INC | $27.25万 | 0.22% | 721 | -115 | -13.8% | -$4.35万 | 减仓 |
| MMSI | MERIT MED SYS INC | $27.23万 | 0.22% | 3,927 | 687 | 21.2% | $4.76万 | 加仓 |
| EXEL | EXELIXIS INC | $27.23万 | 0.22% | 5,004 | -678 | -11.9% | -$3.69万 | 减仓 |
| RL | RALPH LAUREN CORP | $27.21万 | 0.22% | 678 | -10 | -1.5% | -$4,014 | 减仓 |
| META | META PLATFORMS INC | $27.17万 | 0.22% | 482 | 482 | — | $27.17万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $27.06万 | 0.22% | 1,606 | -262 | -14.0% | -$4.41万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $26.66万 | 0.21% | 10,834 | 1,361 | 14.4% | $3.35万 | 加仓 |
| AMZN | AMAZON COM INC | $26.37万 | 0.21% | 1,107 | 3 | 0.3% | $715 | 加仓 |
| APP | APPLOVIN CORP | $26.28万 | 0.21% | 510 | -58 | -10.2% | -$2.99万 | 减仓 |
| CHWY | CHEWY INC | $25.57万 | 0.20% | 13,015 | 3,893 | 42.7% | $7.65万 | 加仓 |
| PODD | INSULET CORP | $25.35万 | 0.20% | 1,665 | 656 | 65.0% | $9.99万 | 加仓 |
| IAU | ISHARES GOLD TR | $25.30万 | 0.20% | 3,351 | -270 | -7.5% | -$2.04万 | 减仓 |
| MBB | ISHARES TR | $25.15万 | 0.20% | 2,661 | 73 | 2.8% | $6,901 | 加仓 |
| GRNY | TIDAL TRUST I | $24.52万 | 0.20% | 8,870 | 8,870 | — | $24.52万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.97万 | 0.19% | 173 | -45 | -20.6% | -$6.24万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.70万 | 0.19% | 2,031 | 236 | 13.1% | $2.75万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $23.65万 | 0.19% | 2,740 | -598 | -17.9% | -$5.16万 | 减仓 |
| IYR | ISHARES TR | $23.15万 | 0.18% | 2,264 | 12 | 0.5% | $1,227 | 加仓 |
| MO | ALTRIA GROUP INC | $20.50万 | 0.16% | 2,849 | 2,849 | — | $20.50万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $16.84万 | 0.13% | 12,513 | 12,513 | — | $16.84万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $3.64万 | 0.03% | 14,044 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -43,671 | -100.0% | -$267.53万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -18,708 | -100.0% | -$248.63万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -15,891 | -100.0% | -$32.99万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -1,834 | -100.0% | -$21.57万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,535 | -100.0% | -$20.00万 | 清仓 |