13F 机构持仓

Grove Street Fiduciary, LLC

PETERBOROUGH NH · SEC CIK 0002054682

2026Q22026Q1 更早 9 个季度 🔒
$2.37亿2026Q2 申报市值
75持仓数
67.2%前十大占比 · 第一大 13.8%
5 / 5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 13.8%
VOE 10.6%
EXCHANGE TRADE 9.6%
BNDX 6.3%
SCHP 5.9%
SCHZ 4.5%
VTI 4.5%
EXCHANGE TRADE 4.4%
VSS 4.4%
VEA 3.2%

2026Q2 买入最多 按季末市值估算

CAT 新建仓+$29.18万
XSD 新建仓+$21.83万
UNP 新建仓+$21.73万
LLY 新建仓+$21.47万
DFAX 新建仓+$20.30万

2026Q2 卖出最多 按季末市值估算

VBR 减仓-$66.09万
VOE 减仓-$43.89万
VTI 减仓-$30.08万
VCEB 清仓-$24.26万
CVX 清仓-$22.45万

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
VCEB VANGUARD WORLD FD $00.00%0 -3,861-100.0% -$24.26万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,085-100.0% -$22.45万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -216-100.0% -$21.52万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -2,273-100.0% -$20.16万 清仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -8,085-100.0% -$20.14万 清仓
BRW SABA CAPITAL INCOME & OPRNT $7.58万0.03%11,532 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $20.30万0.09%5,509 5,509— $20.30万 新建仓
META META PLATFORMS INC $21.35万0.09%379 00.0% — 不变
LLY ELI LILLY & CO $21.47万0.09%179 179— $21.47万 新建仓
UNP UNION PAC CORP $21.73万0.09%799 799— $21.73万 新建仓
XSD SPDR SERIES TRUST $21.83万0.09%350 350— $21.83万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $23.61万0.10%897 00.0% — 重新持有
AMGN AMGEN INC $24.30万0.10%671 00.0% — 不变
TIP ISHARES TR $24.84万0.10%2,270 00.0% — 不变
ABT ABBOTT LABORATORIES $24.92万0.11%2,746 00.0% — 不变
PM PHILIP MORRIS INTL INC $25.60万0.11%1,415 00.0% — 不变
VOO VANGUARD INDEX FDS $26.21万0.11%382 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $26.28万0.11%2,814 00.0% — 不变
CMI CUMMINS INC $26.82万0.11%376 00.0% — 不变
DDS DILLARDS INC $27.16万0.11%514 00.0% — 不变
AVGO BROADCOM INC $27.92万0.12%739 -134-15.3% -$5.06万 减仓
IJH ISHARES TR $28.66万0.12%3,717 00.0% — 不变
CAT CATERPILLAR INC $29.18万0.12%274 274— $29.18万 新建仓
WFC WELLS FARGO & CO $31.12万0.13%3,766 00.0% — 不变
JNJ JOHNSON & JOHNSON $31.57万0.13%1,243 00.0% — 不变
WM WASTE MGMT INC DEL $33.19万0.14%1,489 00.0% — 不变
MMM 3M CO $33.52万0.14%2,070 00.0% — 不变
AMZN AMAZON COM INC $34.08万0.14%1,430 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $36.00万0.15%6,544 00.0% — 不变
ITOT ISHARES TR $36.24万0.15%2,206 00.0% — 不变
VO VANGUARD INDEX FDS $43.77万0.18%5,432 00.0% — 不变
XLK SELECT SECTOR SPDR TR $44.09万0.19%2,314 00.0% — 不变
HD HOME DEPOT INC $45.39万0.19%1,287 00.0% — 不变
GOOG ALPHABET INC $45.93万0.19%1,300 -10-0.8% -$3,533 减仓
— EXXON MOBIL CORP $48.02万0.20%3,512 00.0% — 不变
VBK VANGUARD INDEX FDS $48.24万0.20%1,319 00.0% — 不变
XSOE WISDOMTREE TR $49.54万0.21%10,073 00.0% — 不变
GOOGL ALPHABET INC $56.46万0.24%1,580 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $66.02万0.28%1,992 00.0% — 不变
ABBV ABBVIE INC $68.77万0.29%2,733 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $69.01万0.29%2,454 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $69.42万0.29%3,100 00.0% — 不变
IVV ISHARES TR $69.50万0.29%928 00.0% — 不变
CW CURTISS WRIGHT CORP $70.17万0.30%926 00.0% — 不变
GEV GE VERNOVA INC $75.19万0.32%640 00.0% — 不变
VTV VANGUARD INDEX FDS $79.02万0.33%3,626 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $90.07万0.38%1,800 00.0% — 不变
GE GE AEROSPACE $100.40万0.42%2,686 00.0% — 不变
NVDA NVIDIA CORPORATION $109.35万0.46%5,465 -66-1.2% -$1.32万 减仓
VWO VANGUARD INTL EQUITY INDEX F $112.88万0.48%18,911 00.0% — 不变
SYM SYMBOTIC INC $119.12万0.50%26,500 00.0% — 不变
MSFT MICROSOFT CORP $134.10万0.57%3,595 -10-0.3% -$3,730 减仓
VGT VANGUARD WORLD FD $136.54万0.58%11,424 -144-1.2% -$1.72万 减仓
JPM JPMORGAN CHASE & CO $152.96万0.65%4,673 00.0% — 不变
— DIMENSIONAL ETF TRUST $154.09万0.65%39,725 -2,415-5.7% -$9.37万 减仓
VB VANGUARD INDEX FDS $157.93万0.67%5,210 00.0% — 不变
AAPL APPLE INC $175.36万0.74%6,060 -51-0.8% -$1.48万 减仓
— EXCHANGE TRADED CONCEPTS TRU $181.36万0.77%140,914 -1,046-0.7% -$1.35万 减仓
SCHC SCHWAB STRATEGIC TR $216.13万0.91%44,914 -821-1.8% -$3.95万 减仓
— DIMENSIONAL ETF TRUST $241.13万1.02%34,497 -1,304-3.6% -$9.11万 减仓
VGSH VANGUARD SCOTTSDALE FDS $242.75万1.02%41,709 -889-2.1% -$5.17万 减仓
VEU VANGUARD INTL EQUITY INDEX F $262.40万1.11%31,331 -270-0.9% -$2.26万 减仓
SPY STATE STR SPDR S&P 500 ETF T $272.65万1.15%3,651 00.0% — 不变
IAGG ISHARES TR $315.47万1.33%62,345 -1,178-1.9% -$5.96万 减仓
BND VANGUARD BD INDEX FDS $342.10万1.44%46,601 -1,736-3.6% -$12.74万 减仓
DLS WISDOMTREE TR $361.48万1.53%43,141 -127-0.3% -$1.06万 减仓
DFIP DIMENSIONAL ETF TRUST $383.10万1.62%92,861 -327-0.4% -$1.35万 减仓
FNDC SCHWAB STRATEGIC TR $480.17万2.03%98,882 -203-0.2% -$9,858 减仓
VIG VANGUARD SPECIALIZED FUNDS $700.43万2.96%29,601 -787-2.6% -$18.62万 减仓
SCHO SCHWAB STRATEGIC TR $706.13万2.98%292,514 -847-0.3% -$2.04万 减仓
VEA VANGUARD TAX-MANAGED FDS $752.93万3.18%105,674 -1,139-1.1% -$8.12万 减仓
VSS VANGUARD INTL EQUITY INDEX F $1,036.91万4.38%67,205 -834-1.2% -$12.87万 减仓
— EXCHANGE TRADED CONCEPTS TRU $1,049.93万4.43%890,230 -464-0.1% -$5,472 减仓
VTI VANGUARD INDEX FDS $1,055.50万4.46%28,524 -813-2.8% -$30.08万 减仓
SCHZ SCHWAB STRATEGIC TR $1,067.90万4.51%461,694 -2,498-0.5% -$5.78万 减仓
SCHP SCHWAB STRATEGIC TR $1,395.46万5.89%526,590 -3,319-0.6% -$8.80万 减仓
BNDX VANGUARD CHARLOTTE FDS $1,503.75万6.35%310,499 -269-0.1% -$1.30万 减仓
— EXCHANGE TRADED CONCEPTS TRU $2,273.31万9.60%728,554 -2,540-0.3% -$7.93万 减仓
VOE VANGUARD INDEX FDS $2,507.50万10.59%126,898 -2,221-1.7% -$43.89万 减仓
VBR VANGUARD INDEX FDS $3,279.45万13.85%134,962 -2,720-2.0% -$66.09万 减仓