Grant Private Wealth Management Inc
PLEASANTON CA · SEC CIK 0002056418
$1.88亿2026Q1 申报市值
154持仓数
46.6%前十大占比 · 第一大 12.0%
23 / 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
META 加仓+$455.48万
NVDA 加仓+$317.79万
AMZN 加仓+$291.72万
AAPL 加仓+$290.87万
MSFT 加仓+$195.30万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$47.68万
WDAY 清仓-$38.19万
HELO 减仓-$30.25万
SSNC 清仓-$26.70万
ULTA 清仓-$22.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $68.89万 | 0.37% | 8,878 | 843 | 10.5% | $6.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $69.80万 | 0.37% | 3,373 | 491 | 17.0% | $10.16万 | 加仓 |
| INTC | INTEL CORP | $70.81万 | 0.38% | 16,045 | 364 | 2.3% | $1.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.89万 | 0.38% | 2,900 | 383 | 15.2% | $9.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.41万 | 0.38% | 2,946 | 396 | 15.5% | $9.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.84万 | 0.39% | 2,131 | -187 | -8.1% | -$6.39万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $73.16万 | 0.39% | 5,959 | 1,275 | 27.2% | $15.65万 | 加仓 |
| MCD | MCDONALDS CORP | $74.00万 | 0.39% | 2,381 | 469 | 24.5% | $14.58万 | 加仓 |
| C | CITIGROUP INC | $75.00万 | 0.40% | 6,613 | 1,129 | 20.6% | $12.80万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.66万 | 0.40% | 13,627 | 1,877 | 16.0% | $10.42万 | 加仓 |
| IVV | ISHARES TR | $76.23万 | 0.40% | 1,167 | -730 | -38.5% | -$47.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.23万 | 0.41% | 2,854 | 750 | 35.6% | $20.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.03万 | 0.42% | 946 | 129 | 15.8% | $10.91万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $81.59万 | 0.43% | 6,231 | 1,459 | 30.6% | $19.10万 | 加仓 |
| BA | BOEING CO | $84.17万 | 0.45% | 4,229 | -317 | -7.0% | -$6.31万 | 减仓 |
| HUBB | HUBBELL INC | $87.79万 | 0.47% | 1,789 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $89.66万 | 0.48% | 4,122 | 907 | 28.2% | $19.73万 | 加仓 |
| TXN | TEXAS INSTRS INC | $92.57万 | 0.49% | 4,768 | 584 | 14.0% | $11.34万 | 加仓 |
| BLK | BLACKROCK INC | $97.23万 | 0.52% | 1,011 | 49 | 5.1% | $4.71万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $98.88万 | 0.52% | 12,300 | 409 | 3.4% | $3.29万 | 加仓 |
| WMT | WALMART INC | $100.16万 | 0.53% | 8,059 | 1,269 | 18.7% | $15.77万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $101.65万 | 0.54% | 34,550 | -3,850 | -10.0% | -$11.33万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $102.39万 | 0.54% | 5,864 | -402 | -6.4% | -$7.02万 | 减仓 |
| USIG | ISHARES TR | $106.34万 | 0.56% | 20,757 | 20,757 | — | $106.34万 | 新建仓 |
| LLY | ELI LILLY & CO | $108.18万 | 0.57% | 1,176 | 238 | 25.4% | $21.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $109.24万 | 0.58% | 3,234 | -230 | -6.6% | -$7.77万 | 减仓 |
| NET | CLOUDFLARE INC | $109.28万 | 0.58% | 5,296 | 1,060 | 25.0% | $21.87万 | 加仓 |
| SNOW | SNOWFLAKE INC | $112.29万 | 0.60% | 7,445 | -229 | -3.0% | -$3.45万 | 减仓 |
| CAT | CATERPILLAR INC | $113.28万 | 0.60% | 1,599 | 242 | 17.8% | $17.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.88万 | 0.62% | 1,173 | 679 | 137.4% | $67.66万 | 加仓 |
| — | EXXON MOBIL CORP | $118.64万 | 0.63% | 6,993 | 1,458 | 26.3% | $24.74万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $120.00万 | 0.64% | 7,000 | 7,000 | — | $120.00万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.54万 | 0.64% | 24,212 | 2,691 | 12.5% | $13.51万 | 加仓 |
| SHOP | SHOPIFY INC | $126.02万 | 0.67% | 10,624 | -200 | -1.8% | -$2.37万 | 减仓 |
| CRM | SALESFORCE INC | $132.82万 | 0.70% | 7,115 | 577 | 8.8% | $10.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $138.71万 | 0.74% | 3,553 | 107 | 3.1% | $4.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $140.33万 | 0.74% | 8,753 | 1,214 | 16.1% | $19.46万 | 加仓 |
| V | VISA INC | $143.46万 | 0.76% | 4,747 | 1,357 | 40.0% | $41.01万 | 加仓 |
| QQQI | NEOS ETF TRUST | $144.08万 | 0.76% | 28,995 | 28,995 | — | $144.08万 | 新建仓 |
| ARKK | ARK ETF TR | $145.35万 | 0.77% | 21,505 | -1,564 | -6.8% | -$10.57万 | 减仓 |
| NOW | SERVICENOW INC | $148.10万 | 0.79% | 14,165 | 1,945 | 15.9% | $20.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $150.91万 | 0.80% | 2,615 | 5 | 0.2% | $2,885 | 加仓 |
| SPYG | SPDR SERIES TRUST | $151.97万 | 0.81% | 15,521 | -50 | -0.3% | -$4,895 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $172.15万 | 0.91% | 30,373 | 252 | 0.8% | $1.43万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $172.59万 | 0.92% | 3,744 | 315 | 9.2% | $14.52万 | 加仓 |
| INTU | INTUIT | $181.38万 | 0.96% | 4,195 | 1,480 | 54.5% | $63.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $207.04万 | 1.10% | 9,690 | -250 | -2.5% | -$5.34万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $214.81万 | 1.14% | 33,611 | -4,733 | -12.3% | -$30.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $218.15万 | 1.16% | 62,257 | 4,664 | 8.1% | $16.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $263.54万 | 1.40% | 12,955 | 1,873 | 16.9% | $38.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $264.10万 | 1.40% | 8,978 | 208 | 2.4% | $6.12万 | 加仓 |
| GOOG | ALPHABET INC | $338.64万 | 1.80% | 10,805 | 1,707 | 18.8% | $53.50万 | 加仓 |
| NFLX | NETFLIX INC. | $363.67万 | 1.93% | 37,823 | 10,145 | 36.7% | $97.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $366.90万 | 1.95% | 25,082 | 3,909 | 18.5% | $57.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $385.77万 | 2.05% | 53,632 | 7,442 | 16.1% | $53.53万 | 加仓 |
| TSLA | TESLA INC | $488.00万 | 2.59% | 13,127 | 1,312 | 11.1% | $48.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $537.41万 | 2.85% | 14,518 | 5,276 | 57.1% | $195.30万 | 加仓 |
| GOOGL | ALPHABET INC | $613.38万 | 3.25% | 22,331 | 4,837 | 27.6% | $132.86万 | 加仓 |
| AVGO | BROADCOM INC | $890.68万 | 4.73% | 28,777 | 4,583 | 18.9% | $141.85万 | 加仓 |
| AMZN | AMAZON COM INC | $990.26万 | 5.25% | 47,547 | 14,007 | 41.8% | $291.72万 | 加仓 |
| AAPL | APPLE INC | $1,096.23万 | 5.82% | 43,195 | 11,461 | 36.1% | $290.87万 | 加仓 |
| META | META PLATFORMS INC | $1,154.63万 | 6.13% | 20,181 | 7,961 | 65.1% | $455.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,269.68万 | 12.04% | 130,142 | 18,222 | 16.3% | $317.79万 | 加仓 |