Grant Private Wealth Management Inc
PLEASANTON CA · SEC CIK 0002056418
$2.37亿2026Q2 申报市值
164持仓数
49.1%前十大占比 · 第一大 11.9%
14 / 7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
META 加仓+$337.07万
NVDA 加仓+$225.36万
AAPL 加仓+$205.82万
AMZN 加仓+$198.42万
ABT 加仓+$144.46万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$217.34万
PANW 减仓-$162.22万
QQQI 清仓-$144.08万
SNOW 减仓-$128.60万
USIG 清仓-$106.34万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQI | NEOS ETF TRUST | $0 | 0.00% | 0 | -28,995 | -100.0% | -$144.08万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -20,757 | -100.0% | -$106.34万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -359 | -100.0% | -$28.37万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -898 | -100.0% | -$22.19万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -486 | -100.0% | -$20.25万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -11,322 | -100.0% | -$10.54万 | 清仓 |
| — | KALA BIO INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$3,462 | 清仓 |
| — | HYPERSCALE DATA INC | $1.13万 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| — | SOLANA CO | $4.13万 | 0.02% | 25,005 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $8.66万 | 0.04% | 19,500 | -3,900 | -16.7% | -$1.73万 | 减仓 |
| CMI | CUMMINS INC | $20.04万 | 0.08% | 281 | 281 | — | $20.04万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.42万 | 0.09% | 577 | -60 | -9.4% | -$2.12万 | 减仓 |
| HQY | HEALTHEQUITY INC | $20.56万 | 0.09% | 2,276 | -30 | -1.3% | -$2,710 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $20.58万 | 0.09% | 1,057 | -19 | -1.8% | -$3,699 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.61万 | 0.09% | 4,054 | 4,054 | — | $20.61万 | 新建仓 |
| UNP | UNION PAC CORP | $20.81万 | 0.09% | 765 | 765 | — | $20.81万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.20万 | 0.09% | 7,654 | -662 | -8.0% | -$1.83万 | 减仓 |
| SF | STIFEL FINL CORP | $21.45万 | 0.09% | 3,075 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $22.54万 | 0.10% | 4,724 | 4,724 | — | $22.54万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.56万 | 0.10% | 2,800 | -28 | -1.0% | -$2,256 | 减仓 |
| IWM | ISHARES TR | $22.60万 | 0.10% | 752 | 752 | — | $22.60万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.67万 | 0.10% | 193 | 193 | — | $22.67万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $22.86万 | 0.10% | 4,305 | -1,106 | -20.4% | -$5.87万 | 减仓 |
| PEP | PEPSICO INC | $23.15万 | 0.10% | 1,710 | 375 | 28.1% | $5.08万 | 加仓 |
| RKLB | ROCKET LAB CORP | $23.58万 | 0.10% | 2,320 | 2,320 | — | $23.58万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $23.70万 | 0.10% | 1,031 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $24.31万 | 0.10% | 1,242 | -960 | -43.6% | -$18.79万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $24.34万 | 0.10% | 1,534 | 1,534 | — | $24.34万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $24.59万 | 0.10% | 3,919 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $25.58万 | 0.11% | 2,457 | 2,457 | — | $25.58万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.66万 | 0.11% | 1,042 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.99万 | 0.11% | 3,470 | -55 | -1.6% | -$4,120 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.01万 | 0.11% | 7,200 | -1,209 | -14.4% | -$4.37万 | 减仓 |
| GLD | SPDR GOLD TR | $26.12万 | 0.11% | 709 | -15 | -2.1% | -$5,526 | 减仓 |
| SO | SOUTHERN CO | $26.19万 | 0.11% | 2,736 | 549 | 25.1% | $5.25万 | 加仓 |
| RBLX | ROBLOX CORP | $26.21万 | 0.11% | 4,820 | -500 | -9.4% | -$2.72万 | 减仓 |
| NOBL | PROSHARES TR | $26.60万 | 0.11% | 4,736 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $26.86万 | 0.11% | 1,310 | 722 | 122.8% | $14.80万 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $27.47万 | 0.12% | 938 | 938 | — | $27.47万 | 新建仓 |
| DOX | AMDOCS LTD | $27.69万 | 0.12% | 5,478 | 1,952 | 55.4% | $9.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $27.83万 | 0.12% | 752 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $27.94万 | 0.12% | 6,824 | -163 | -2.3% | -$6,673 | 减仓 |
| MTZ | MASTEC INC | $28.25万 | 0.12% | 679 | -3 | -0.4% | -$1,248 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $28.35万 | 0.12% | 2,272 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $28.36万 | 0.12% | 1,286 | 63 | 5.2% | $1.39万 | 加仓 |
| TXG | 10X GENOMICS INC | $29.23万 | 0.12% | 7,624 | -3,139 | -29.2% | -$12.03万 | 重新持有 |
| XYZ | BLOCK INC | $29.24万 | 0.12% | 3,847 | -560 | -12.7% | -$4.26万 | 减仓 |
| CLX | CLOROX CO DEL | $29.98万 | 0.13% | 3,141 | 3,141 | — | $29.98万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.17万 | 0.13% | 2,451 | 1 | 0.0% | $123 | 加仓 |
| MRK | MERCK & CO INC | $30.26万 | 0.13% | 2,355 | -50 | -2.1% | -$6,425 | 减仓 |
| HDV | ISHARES TR | $30.55万 | 0.13% | 11,145 | 11,145 | — | $30.55万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $30.55万 | 0.13% | 2,300 | -350 | -13.2% | -$4.65万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.02万 | 0.14% | 629 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $32.49万 | 0.14% | 9,925 | 2,815 | 39.6% | $9.22万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $33.17万 | 0.14% | 3,637 | -626 | -14.7% | -$5.71万 | 减仓 |
| NEM | NEWMONT CORP | $33.48万 | 0.14% | 3,585 | -4 | -0.1% | -$374 | 减仓 |
| SNPS | SYNOPSYS INC | $34.12万 | 0.14% | 765 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.28万 | 0.16% | 3,874 | -956 | -19.8% | -$9.20万 | 减仓 |
| VICI | VICI PPTYS INC | $38.33万 | 0.16% | 14,438 | 4,596 | 46.7% | $12.20万 | 加仓 |
| VLO | VALERO ENERGY CORP | $39.38万 | 0.17% | 1,512 | 403 | 36.3% | $10.50万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $39.98万 | 0.17% | 7,195 | -246 | -3.3% | -$1.37万 | 减仓 |
| VGT | VANGUARD WORLD FD | $40.54万 | 0.17% | 3,392 | 3,392 | — | $40.54万 | 新建仓 |
| CME | CME GROUP INC | $40.81万 | 0.17% | 1,848 | 562 | 43.7% | $12.41万 | 加仓 |
| IWP | ISHARES TR | $41.10万 | 0.17% | 2,807 | 3 | 0.1% | $439 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.11万 | 0.17% | 820 | -97 | -10.6% | -$4.86万 | 减仓 |
| BAC | BANK OF AMER CORP | $41.48万 | 0.17% | 7,281 | -395 | -5.1% | -$2.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $41.55万 | 0.18% | 16,923 | 2,883 | 20.5% | $7.08万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $41.57万 | 0.18% | 785 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $43.46万 | 0.18% | 6,078 | 1,881 | 44.8% | $13.45万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $43.68万 | 0.18% | 3,741 | 1,097 | 41.5% | $12.81万 | 加仓 |
| RNG | RINGCENTRAL INC | $43.71万 | 0.18% | 11,214 | -699 | -5.9% | -$2.72万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $43.73万 | 0.18% | 1,876 | -112 | -5.6% | -$2.61万 | 减仓 |
| GLPI | GAMING & LEISURE P | $43.73万 | 0.18% | 9,821 | 2,585 | 35.7% | $11.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $44.77万 | 0.19% | 652 | -196 | -23.1% | -$13.46万 | 减仓 |
| F | FORD MTR CO | $45.33万 | 0.19% | 32,611 | 9,790 | 42.9% | $13.61万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $46.03万 | 0.19% | 3,498 | 762 | 27.9% | $10.03万 | 加仓 |
| IBB | ISHARES TR | $47.19万 | 0.20% | 2,481 | -181 | -6.8% | -$3.44万 | 减仓 |
| IDU | ISHARES TR | $47.30万 | 0.20% | 4,127 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.28万 | 0.20% | 2,156 | 753 | 53.7% | $16.86万 | 加仓 |
| KLAC | KLA CORP | $48.88万 | 0.21% | 1,620 | 1,620 | — | $48.88万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $49.76万 | 0.21% | 1,664 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $52.17万 | 0.22% | 6,312 | 101 | 1.6% | $8,347 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $53.69万 | 0.23% | 21,254 | -1,000 | -4.5% | -$2.53万 | 减仓 |
| XSW | SPDR SERIES TRUST | $53.76万 | 0.23% | 3,129 | -250 | -7.4% | -$4.30万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $53.76万 | 0.23% | 1,056 | 428 | 68.2% | $21.79万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.80万 | 0.23% | 705 | -2,848 | -80.2% | -$217.34万 | 减仓 |
| ASML | ASML HLDG NV | $55.51万 | 0.23% | 279 | 47 | 20.3% | $9.35万 | 加仓 |
| PSA | PUBLIC STORAGE | $56.18万 | 0.24% | 1,765 | 556 | 46.0% | $17.70万 | 加仓 |
| MTB | M & T BK CORP | $56.33万 | 0.24% | 2,367 | 814 | 52.4% | $19.37万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $56.47万 | 0.24% | 4,740 | -193 | -3.9% | -$2.30万 | 减仓 |
| DAL | DELTA AIR LINES INC | $56.66万 | 0.24% | 6,050 | 386 | 6.8% | $3.62万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $58.17万 | 0.25% | 10,096 | 1,273 | 14.4% | $7.34万 | 加仓 |
| XYLD | GLOBAL X FDS | $59.06万 | 0.25% | 14,480 | 4,315 | 42.4% | $17.60万 | 加仓 |
| IJR | ISHARES TR | $59.92万 | 0.25% | 4,040 | -300 | -6.9% | -$4.45万 | 减仓 |
| SNOW | SNOWFLAKE INC | $60.88万 | 0.26% | 2,392 | -5,053 | -67.9% | -$128.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.97万 | 0.27% | 3,799 | 426 | 12.6% | $7.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.48万 | 0.27% | 850 | -8 | -0.9% | -$5,974 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $64.37万 | 0.27% | 3,558 | 409 | 13.0% | $7.40万 | 加仓 |
| MS | MORGAN STANLEY | $65.10万 | 0.27% | 3,114 | 591 | 23.4% | $12.35万 | 加仓 |
| AME | AMETEK INC | $65.50万 | 0.28% | 2,707 | 0 | 0.0% | — | 不变 |