13F 机构持仓

Grove Street Fiduciary, LLC

PETERBOROUGH NH · SEC CIK 0002054682

2026Q22026Q1 更早 9 个季度 🔒
$2.27亿2026Q1 申报市值
74持仓数
67.9%前十大占比 · 第一大 13.2%
3 / 4新建仓 / 清仓
申报市值走势$2.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VBR 13.2%
EXCHANGE TRADE 10.7%
VOE 10.5%
BNDX 6.6%
SCHP 6.2%
SCHZ 4.7%
EXCHANGE TRADE 4.4%
VSS 4.4%
VTI 4.1%
SCHO 3.1%

2026Q1 买入最多 按季末市值估算

CVX 新建仓+$22.45万
COST 新建仓+$21.52万
CMI 新建仓+$20.23万
VGT 加仓+$1.26万
NVDA 加仓+$1.08万

2026Q1 卖出最多 按季末市值估算

VBR 减仓-$82.92万
EXCHANGE TRADED 减仓-$48.29万
VTI 减仓-$35.48万
VOE 减仓-$34.99万
BX 清仓-$27.81万

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
BX BLACKSTONE INC $00.00%0 -1,804-100.0% -$27.81万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,199-100.0% -$26.76万 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 —— — 申报中断
PG PROCTER AND GAMBLE CO $00.00%0 -1,443-100.0% -$20.68万 清仓
AON AON PLC $00.00%0 -573-100.0% -$20.22万 清仓
BRW SABA CAPITAL INCOME & OPRNT $7.77万0.03%11,532 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $20.14万0.09%8,085 00.0% — 不变
VNQ VANGUARD INDEX FDS $20.16万0.09%2,273 00.0% — 不变
CMI CUMMINS INC $20.23万0.09%376 376— $20.23万 新建仓
COST COSTCO WHOLESALE CORPORATION $21.52万0.09%216 216— $21.52万 新建仓
META META PLATFORMS INC $21.68万0.10%379 -40-9.5% -$2.29万 减仓
CVX CHEVRON CORPORATION $22.45万0.10%1,085 1,085— $22.45万 新建仓
VOO VANGUARD INDEX FDS $22.81万0.10%382 -129-25.2% -$7.70万 减仓
PM PHILIP MORRIS INTL INC $23.40万0.10%1,415 00.0% — 不变
AMGN AMGEN INC $23.61万0.10%671 00.0% — 不变
VCEB VANGUARD WORLD FD $24.26万0.11%3,861 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $24.89万0.11%2,814 00.0% — 不变
TIP ISHARES TR $25.05万0.11%2,270 00.0% — 不变
IJH ISHARES TR $25.10万0.11%3,717 -270-6.8% -$1.82万 减仓
AVGO BROADCOM INC $27.02万0.12%873 70.8% $2,167 加仓
ABT ABBOTT LABORATORIES $28.19万0.12%2,746 00.0% — 不变
DDS DILLARDS INC $29.41万0.13%514 00.0% — 不变
AMZN AMAZON COM INC $29.78万0.13%1,430 00.0% — 不变
WFC WELLS FARGO & CO $29.98万0.13%3,766 00.0% — 不变
MMM 3M CO $30.06万0.13%2,070 00.0% — 不变
JNJ JOHNSON & JOHNSON $30.38万0.13%1,243 00.0% — 不变
XLK SELECT SECTOR SPDR TR $30.75万0.14%2,314 00.0% — 不变
ITOT ISHARES TR $31.42万0.14%2,206 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $31.71万0.14%6,544 00.0% — 不变
WM WASTE MGMT INC DEL $34.22万0.15%1,489 00.0% — 不变
GOOG ALPHABET INC $37.58万0.17%1,310 342.7% $9,753 加仓
VO VANGUARD INDEX FDS $39.01万0.17%1,358 00.0% — 不变
VBK VANGUARD INDEX FDS $39.87万0.18%1,319 00.0% — 不变
XSOE WISDOMTREE TR $40.39万0.18%10,073 00.0% — 不变
HD HOME DEPOT INC $42.33万0.19%1,287 00.0% — 不变
GOOGL ALPHABET INC $45.43万0.20%1,580 00.0% — 不变
GEV GE VERNOVA INC $55.87万0.25%640 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $57.28万0.25%1,992 00.0% — 不变
ABBV ABBVIE INC $59.44万0.26%2,733 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $59.48万0.26%2,454 -1,100-31.0% -$26.66万 减仓
— EXXON MOBIL CORP $59.58万0.26%3,512 00.0% — 不变
IVV ISHARES TR $60.62万0.27%928 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $62.99万0.28%3,100 00.0% — 不变
CW CURTISS WRIGHT CORP $63.07万0.28%926 00.0% — 不变
VTV VANGUARD INDEX FDS $71.14万0.31%3,626 -343-8.6% -$6.73万 减仓
GE GE AEROSPACE $76.23万0.34%2,686 200.8% $5,676 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $86.26万0.38%1,800 00.0% — 不变
NVDA NVIDIA CORPORATION $96.47万0.42%5,531 621.1% $1.08万 加仓
VGT VANGUARD WORLD FD $100.89万0.44%1,446 181.3% $1.26万 加仓
VWO VANGUARD INTL EQUITY INDEX F $102.21万0.45%18,911 -1,542-7.5% -$8.33万 减仓
MSFT MICROSOFT CORP $133.45万0.59%3,605 -298-7.6% -$11.03万 减仓
VB VANGUARD INDEX FDS $136.46万0.60%5,210 00.0% — 不变
JPM JPMORGAN CHASE & CO $137.46万0.61%4,673 00.0% — 不变
SYM SYMBOTIC INC $140.98万0.62%26,500 00.0% — 不变
— DIMENSIONAL ETF TRUST $147.66万0.65%42,140 00.0% — 不变
AAPL APPLE INC $155.09万0.68%6,111 270.4% $6,852 加仓
— EXCHANGE TRADED CONCEPTS TRU $165.24万0.73%141,960 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $213.77万0.94%45,735 00.0% — 不变
— DIMENSIONAL ETF TRUST $223.58万0.98%35,801 -178-0.5% -$1.11万 减仓
VEU VANGUARD INTL EQUITY INDEX F $237.32万1.05%31,601 540.2% $4,055 加仓
SPY STATE STR SPDR S&P 500 ETF T $237.44万1.05%3,651 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $249.37万1.10%42,598 -102-0.2% -$5,971 减仓
IAGG ISHARES TR $317.87万1.40%63,523 00.0% — 不变
DLS WISDOMTREE TR $352.63万1.55%43,268 -1,164-2.6% -$9.49万 减仓
BND VANGUARD BD INDEX FDS $355.95万1.57%48,337 -27-0.1% -$1,988 减仓
DFIP DIMENSIONAL ETF TRUST $388.78万1.71%93,188 -1,638-1.7% -$6.83万 减仓
FNDC SCHWAB STRATEGIC TR $459.36万2.02%99,085 -1,107-1.1% -$5.13万 减仓
VIG VANGUARD SPECIALIZED FUNDS $653.52万2.88%30,388 -1,163-3.7% -$25.01万 减仓
VEA VANGUARD TAX-MANAGED FDS $684.46万3.02%106,813 -2,764-2.5% -$17.71万 减仓
SCHO SCHWAB STRATEGIC TR $711.99万3.14%293,361 -1,778-0.6% -$4.32万 减仓
VTI VANGUARD INDEX FDS $941.16万4.15%29,337 -1,106-3.6% -$35.48万 减仓
VSS VANGUARD INTL EQUITY INDEX F $991.94万4.37%68,039 -1,353-1.9% -$19.73万 减仓
— EXCHANGE TRADED CONCEPTS TRU $1,003.37万4.42%890,694 -10,219-1.1% -$11.51万 减仓
SCHZ SCHWAB STRATEGIC TR $1,077.85万4.75%464,192 -2,238-0.5% -$5.20万 减仓
SCHP SCHWAB STRATEGIC TR $1,410.09万6.21%529,909 -4,090-0.8% -$10.88万 减仓
BNDX VANGUARD CHARLOTTE FDS $1,493.24万6.58%310,768 -1,062-0.3% -$5.10万 减仓
VOE VANGUARD INDEX FDS $2,379.40万10.48%129,119 -1,899-1.4% -$34.99万 减仓
— EXCHANGE TRADED CONCEPTS TRU $2,418.46万10.65%731,094 -14,597-2.0% -$48.29万 减仓
VBR VANGUARD INDEX FDS $2,991.14万13.18%137,682 -3,817-2.7% -$82.92万 减仓