Graetz Wealth LLC
JENISON MI · SEC CIK 0002053877
$1.12亿2026Q1 申报市值
80持仓数
46.2%前十大占比 · 第一大 7.9%
10 / 6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
RSP 新建仓+$303.15万
XLE 新建仓+$267.53万
IBIT 新建仓+$192.60万
BIV 加仓+$149.26万
ETH 新建仓+$133.44万
2026Q1 卖出最多 按季末市值估算
XLY 清仓-$264.08万
GLDM 减仓-$201.24万
QQQ 减仓-$184.40万
VGLT 减仓-$106.43万
VOO 减仓-$99.85万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $887.80万 | 7.93% | 14,857 | -1,671 | -10.1% | -$99.85万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $681.68万 | 6.09% | 82,378 | -5,460 | -6.2% | -$45.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $606.10万 | 5.41% | 94,584 | 10,968 | 13.1% | $70.28万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $575.17万 | 5.13% | 74,524 | 19,339 | 35.0% | $149.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $560.42万 | 5.00% | 9,710 | -3,195 | -24.8% | -$184.40万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $504.73万 | 4.51% | 68,541 | 7,471 | 12.2% | $55.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $451.07万 | 4.03% | 83,454 | 3,081 | 3.8% | $16.65万 | 加仓 |
| CWB | SPDR SERIES TRUST | $314.82万 | 2.81% | 34,399 | 5,522 | 19.1% | $50.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $303.15万 | 2.71% | 15,795 | 15,795 | — | $303.15万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $287.04万 | 2.56% | 29,987 | -8,353 | -21.8% | -$79.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $286.17万 | 2.55% | 13,306 | 649 | 5.1% | $13.96万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $267.53万 | 2.39% | 43,671 | 43,671 | — | $267.53万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $253.30万 | 2.26% | 51,307 | 1,840 | 3.7% | $9.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $248.63万 | 2.22% | 18,708 | 478 | 2.6% | $6.35万 | 加仓 |
| PFF | ISHARES TR | $244.34万 | 2.18% | 80,588 | 28,161 | 53.7% | $85.38万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $243.82万 | 2.18% | 15,076 | -2,076 | -12.1% | -$33.57万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $243.28万 | 2.17% | 51,816 | -1,686 | -3.2% | -$7.92万 | 减仓 |
| IVV | ISHARES TR | $234.23万 | 2.09% | 3,586 | 10 | 0.3% | $6,532 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $229.09万 | 2.05% | 47,678 | 2,483 | 5.5% | $11.93万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $226.96万 | 2.03% | 38,113 | 5,276 | 16.1% | $31.42万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $201.39万 | 1.80% | 36,382 | -19,227 | -34.6% | -$106.43万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $192.60万 | 1.72% | 50,130 | 50,130 | — | $192.60万 | 新建仓 |
| GLDM | WORLD GOLD TR | $178.07万 | 1.59% | 19,211 | -21,711 | -53.1% | -$201.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $156.43万 | 1.40% | 4,876 | 23 | 0.5% | $7,379 | 加仓 |
| VUG | VANGUARD INDEX FDS | $149.83万 | 1.34% | 3,430 | -1,557 | -31.2% | -$68.01万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $149.74万 | 1.34% | 16,882 | 1,093 | 6.9% | $9.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $145.21万 | 1.30% | 5,544 | 18 | 0.3% | $4,715 | 加仓 |
| VTV | VANGUARD INDEX FDS | $143.46万 | 1.28% | 7,312 | 2,436 | 50.0% | $47.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $143.02万 | 1.28% | 4,980 | 316 | 6.8% | $9.08万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $133.44万 | 1.19% | 67,191 | 67,191 | — | $133.44万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $120.60万 | 1.08% | 5,551 | -1,330 | -19.3% | -$28.89万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $117.30万 | 1.05% | 3,881 | -742 | -16.1% | -$22.43万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $114.97万 | 1.03% | 6,239 | 4,221 | 209.2% | $77.78万 | 加仓 |
| SHY | ISHARES TR | $87.83万 | 0.78% | 10,637 | 34 | 0.3% | $2,807 | 加仓 |
| HYD | VANECK ETF TRUST | $81.18万 | 0.72% | 16,190 | 3,546 | 28.0% | $17.78万 | 加仓 |
| IJH | ISHARES TR | $66.81万 | 0.60% | 9,893 | 22 | 0.2% | $1,486 | 加仓 |
| VOT | VANGUARD INDEX FDS | $62.17万 | 0.55% | 2,416 | -2,699 | -52.8% | -$69.45万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.01万 | 0.51% | 1,668 | 2 | 0.1% | $684 | 加仓 |
| SPTL | SPDR SERIES TRUST | $51.08万 | 0.46% | 19,422 | 350 | 1.8% | $9,205 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $50.43万 | 0.45% | 18,950 | 130 | 0.7% | $3,459 | 加仓 |
| AAPL | APPLE INC | $48.79万 | 0.44% | 1,923 | 83 | 4.5% | $2.11万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.49万 | 0.43% | 6,134 | 18 | 0.3% | $1,423 | 加仓 |
| SPYM | SPDR SERIES TRUST | $45.56万 | 0.41% | 5,953 | -574 | -8.8% | -$4.39万 | 减仓 |
| MUB | ISHARES TR | $44.00万 | 0.39% | 4,145 | 1,369 | 49.3% | $14.53万 | 加仓 |
| LQD | ISHARES TR | $43.23万 | 0.39% | 3,967 | 62 | 1.6% | $6,757 | 加仓 |
| HYG | ISHARES TR | $41.63万 | 0.37% | 5,233 | 114 | 2.2% | $9,070 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $39.89万 | 0.36% | 7,995 | 7,995 | — | $39.89万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $38.17万 | 0.34% | 2,189 | -27 | -1.2% | -$4,708 | 减仓 |
| IJR | ISHARES TR | $36.71万 | 0.33% | 2,953 | 256 | 9.5% | $3.18万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $34.90万 | 0.31% | 17,643 | 7,280 | 70.2% | $14.40万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $32.99万 | 0.29% | 15,891 | 9,683 | 156.0% | $20.10万 | 加仓 |
| IAU | ISHARES GOLD TR | $31.92万 | 0.28% | 3,621 | 0 | 0.0% | — | 不变 |
| — | BITWISE XRP ETF | $30.24万 | 0.27% | 20,121 | 20,121 | — | $30.24万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $29.70万 | 0.27% | 6,330 | -100 | -1.6% | -$4,691 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $28.84万 | 0.26% | 692 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $27.76万 | 0.25% | 750 | 127 | 20.4% | $4.70万 | 加仓 |
| GOOGL | ALPHABET INC | $27.57万 | 0.25% | 959 | 17 | 1.8% | $4,887 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.83万 | 0.24% | 3,338 | 427 | 14.7% | $3.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.25万 | 0.23% | 1,795 | 311 | 21.0% | $4.55万 | 加仓 |
| AVGO | BROADCOM INC | $25.88万 | 0.23% | 836 | 153 | 22.4% | $4.74万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $25.50万 | 0.23% | 3,895 | -270 | -6.5% | -$1.77万 | 减仓 |
| CHWY | CHEWY INC | $24.63万 | 0.22% | 9,122 | 1,932 | 26.9% | $5.22万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $24.61万 | 0.22% | 1,868 | 231 | 14.1% | $3.04万 | 加仓 |
| MBB | ISHARES TR | $24.57万 | 0.22% | 2,588 | 10 | 0.4% | $949 | 加仓 |
| EXEL | EXELIXIS INC | $24.37万 | 0.22% | 5,682 | 41 | 0.7% | $1,759 | 加仓 |
| TOST | TOAST INC | $23.89万 | 0.21% | 9,012 | 9,012 | — | $23.89万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.84万 | 0.21% | 218 | -47 | -17.7% | -$5.14万 | 减仓 |
| RL | RALPH LAUREN CORP | $23.65万 | 0.21% | 688 | 50 | 7.8% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO | $23.15万 | 0.21% | 252 | 252 | — | $23.15万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $23.06万 | 0.21% | 3,568 | 3,568 | — | $23.06万 | 新建仓 |
| AMZN | AMAZON COM INC | $23.00万 | 0.21% | 1,104 | 133 | 13.7% | $2.77万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $22.67万 | 0.20% | 9,473 | 9,473 | — | $22.67万 | 新建仓 |
| APP | APPLOVIN CORP | $22.61万 | 0.20% | 568 | 163 | 40.2% | $6.49万 | 加仓 |
| MMSI | MERIT MED SYS INC | $22.33万 | 0.20% | 3,240 | 528 | 19.5% | $3.64万 | 加仓 |
| PHM | PULTE GROUP INC | $21.57万 | 0.19% | 1,834 | -111 | -5.7% | -$1.31万 | 减仓 |
| IYR | ISHARES TR | $21.30万 | 0.19% | 2,252 | 6 | 0.3% | $567 | 加仓 |
| PODD | INSULET CORP | $21.17万 | 0.19% | 1,009 | 234 | 30.2% | $4.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.85万 | 0.19% | 617 | -395 | -39.0% | -$13.35万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $20.00万 | 0.18% | 3,535 | -459 | -11.5% | -$2.60万 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $4.31万 | 0.04% | 14,044 | 0 | 0.0% | — | 不变 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $0 | 0.00% | 0 | -22,115 | -100.0% | -$264.08万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -969 | -100.0% | -$43.59万 | 清仓 |
| CHTR | Charter Communications, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -1,237 | -100.0% | -$25.81万 | 清仓 |
| PINS | Pinterest, Inc. Class A Common Stock | $0 | 0.00% | 0 | -9,438 | -100.0% | -$24.44万 | 清仓 |
| PANW | Palo Alto Networks, Inc. - Common Stock | $0 | 0.00% | 0 | -1,306 | -100.0% | -$24.05万 | 清仓 |
| THC | Tenet Healthcare Corporation Common Stock | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JP Morgan Chase & Co. Common Stock | $0 | 0.00% | 0 | -630 | -100.0% | -$20.31万 | 清仓 |