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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,829.38万 | 11.93% | 141,405 | 11,263 | 8.7% | $225.36万 | 加仓 |
| META | META PLATFORMS INC | $1,473.86万 | 6.21% | 26,165 | 5,984 | 29.7% | $337.07万 | 加仓 |
| AAPL | APPLE INC | $1,455.72万 | 6.14% | 50,308 | 7,113 | 16.5% | $205.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1,331.65万 | 5.61% | 55,872 | 8,325 | 17.5% | $198.42万 | 加仓 |
| AVGO | BROADCOM INC | $1,209.91万 | 5.10% | 32,029 | 3,252 | 11.3% | $122.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $847.26万 | 3.57% | 14,585 | 1,630 | 12.6% | $94.69万 | 加仓 |
| GOOGL | ALPHABET INC | $830.71万 | 3.50% | 23,245 | 914 | 4.1% | $32.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $674.25万 | 2.84% | 18,075 | 3,557 | 24.5% | $132.69万 | 加仓 |
| TSLA | TESLA INC | $577.91万 | 2.44% | 13,740 | 613 | 4.7% | $25.78万 | 加仓 |
| GOOG | ALPHABET INC | $424.96万 | 1.79% | 12,027 | 1,222 | 11.3% | $43.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $418.16万 | 1.76% | 9,650 | -40 | -0.4% | -$1.73万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $406.35万 | 1.71% | 56,312 | 2,680 | 5.0% | $19.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $369.67万 | 1.56% | 3,203 | -31 | -1.0% | -$3.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $320.40万 | 1.35% | 27,462 | 2,380 | 9.5% | $27.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $310.65万 | 1.31% | 9,490 | 512 | 5.7% | $16.76万 | 加仓 |
| NFLX | NETFLIX INC. | $262.15万 | 1.11% | 36,716 | -1,107 | -2.9% | -$7.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.92万 | 0.94% | 57,727 | -4,530 | -7.3% | -$17.57万 | 减仓 |
| INTC | INTEL CORP | $210.53万 | 0.89% | 15,078 | -967 | -6.0% | -$13.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $209.68万 | 0.88% | 2,900 | 769 | 36.1% | $55.60万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $199.01万 | 0.84% | 29,448 | -4,163 | -12.4% | -$28.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $187.82万 | 0.79% | 2,551 | -64 | -2.4% | -$4.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $184.30万 | 0.78% | 20,311 | 15,920 | 362.6% | $144.46万 | 加仓 |
| CAT | CATERPILLAR INC | $183.16万 | 0.77% | 1,720 | 121 | 7.6% | $12.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $180.43万 | 0.76% | 31,946 | 1,573 | 5.2% | $8.88万 | 加仓 |
| V | VISA INC | $171.91万 | 0.72% | 5,011 | 264 | 5.6% | $9.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $171.12万 | 0.72% | 4,117 | 1,263 | 44.3% | $52.50万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $169.04万 | 0.71% | 14,206 | -1,315 | -8.5% | -$15.65万 | 减仓 |
| NOW | SERVICENOW INC | $168.39万 | 0.71% | 16,961 | 2,796 | 19.7% | $27.76万 | 加仓 |
| ARKK | ARK ETF TR | $164.21万 | 0.69% | 20,318 | -1,187 | -5.5% | -$9.59万 | 减仓 |
| TXN | TEXAS INSTRS INC | $159.50万 | 0.67% | 5,351 | 583 | 12.2% | $17.38万 | 加仓 |
| LLY | ELI LILLY & CO | $151.28万 | 0.64% | 1,261 | 85 | 7.2% | $10.20万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $147.18万 | 0.62% | 3,701 | -43 | -1.1% | -$1.71万 | 减仓 |
| CSCO | CISCO SYS INC | $145.35万 | 0.61% | 12,374 | 3,496 | 39.4% | $41.07万 | 加仓 |
| NET | CLOUDFLARE INC | $137.90万 | 0.58% | 5,622 | 326 | 6.2% | $8.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $136.27万 | 0.57% | 3,996 | -4,757 | -54.3% | -$162.22万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $133.53万 | 0.56% | 7,917 | 917 | 13.1% | $15.47万 | 加仓 |
| C | CITIGROUP INC | $119.40万 | 0.50% | 8,531 | 1,918 | 29.0% | $26.85万 | 加仓 |
| ABBV | ABBVIE INC | $117.07万 | 0.49% | 4,652 | 530 | 12.9% | $13.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $115.47万 | 0.49% | 27,273 | 3,061 | 12.6% | $12.96万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $114.14万 | 0.48% | 6,719 | 760 | 12.8% | $12.91万 | 加仓 |
| INTU | INTUIT | $110.51万 | 0.47% | 4,234 | 39 | 0.9% | $1.02万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $105.18万 | 0.44% | 12,186 | -114 | -0.9% | -$9,839 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $105.15万 | 0.44% | 17,108 | 3,481 | 25.5% | $21.39万 | 加仓 |
| BLK | BLACKROCK INC | $104.99万 | 0.44% | 1,092 | 81 | 8.0% | $7.79万 | 加仓 |
| QCOM | QUALCOMM INC | $104.57万 | 0.44% | 5,659 | 1,553 | 37.8% | $28.70万 | 加仓 |
| — | EXXON MOBIL CORP | $102.73万 | 0.43% | 7,514 | 521 | 7.5% | $7.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $102.49万 | 0.43% | 1,013 | 67 | 7.1% | $6.78万 | 加仓 |
| SHOP | SHOPIFY INC | $102.47万 | 0.43% | 8,974 | -1,650 | -15.5% | -$18.84万 | 减仓 |
| CRM | SALESFORCE INC | $101.16万 | 0.43% | 6,457 | -658 | -9.2% | -$10.31万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $96.65万 | 0.41% | 29,350 | -5,200 | -15.1% | -$17.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.18万 | 0.40% | 3,385 | 439 | 14.9% | $12.34万 | 加仓 |
| HUBB | HUBBELL INC | $93.08万 | 0.39% | 1,779 | -10 | -0.6% | -$5,232 | 减仓 |
| WMT | WALMART INC | $92.38万 | 0.39% | 8,157 | 98 | 1.2% | $1.11万 | 加仓 |
| ORCL | ORACLE CORP | $91.77万 | 0.39% | 6,262 | 1,639 | 35.5% | $24.02万 | 加仓 |
| BA | BOEING CO | $85.85万 | 0.36% | 3,966 | -263 | -6.2% | -$5.69万 | 减仓 |
| IVV | ISHARES TR | $84.55万 | 0.36% | 1,129 | -38 | -3.3% | -$2.85万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $83.62万 | 0.35% | 6,606 | 375 | 6.0% | $4.75万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $82.44万 | 0.35% | 5,639 | -225 | -3.8% | -$3.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.54万 | 0.34% | 3,171 | 271 | 9.3% | $6.88万 | 加仓 |
| KO | COCA COLA CO | $80.00万 | 0.34% | 9,844 | 1,002 | 11.3% | $8.14万 | 加仓 |
| MCD | MCDONALDS CORP | $77.76万 | 0.33% | 2,877 | 496 | 20.8% | $13.41万 | 加仓 |
| MMM | 3M CO | $76.09万 | 0.32% | 4,700 | 469 | 11.1% | $7.59万 | 加仓 |
| HD | HOME DEPOT INC | $74.16万 | 0.31% | 2,103 | 197 | 10.3% | $6.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $70.39万 | 0.30% | 4,800 | 461 | 10.6% | $6.76万 | 加仓 |
| RTX | RTX CORPORATION | $70.37万 | 0.30% | 3,709 | 1,062 | 40.1% | $20.15万 | 加仓 |
| AVT | AVNET INC | $70.21万 | 0.30% | 7,905 | 2,164 | 37.7% | $19.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $70.11万 | 0.30% | 9,744 | 2,386 | 32.4% | $17.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.79万 | 0.29% | 746 | -427 | -36.4% | -$39.94万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.04万 | 0.28% | 1,305 | 204 | 18.5% | $10.48万 | 加仓 |
| SOXX | ISHARES TR | $66.45万 | 0.28% | 1,037 | -69 | -6.2% | -$4.42万 | 减仓 |
| APH | AMPHENOL CORP | $65.77万 | 0.28% | 3,730 | -72 | -1.9% | -$1.27万 | 减仓 |
| AME | AMETEK INC | $65.50万 | 0.28% | 2,707 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $65.10万 | 0.27% | 3,114 | 591 | 23.4% | $12.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $64.37万 | 0.27% | 3,558 | 409 | 13.0% | $7.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.48万 | 0.27% | 850 | -8 | -0.9% | -$5,974 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.97万 | 0.27% | 3,799 | 426 | 12.6% | $7.06万 | 加仓 |
| SNOW | SNOWFLAKE INC | $60.88万 | 0.26% | 2,392 | -5,053 | -67.9% | -$128.60万 | 减仓 |
| IJR | ISHARES TR | $59.92万 | 0.25% | 4,040 | -300 | -6.9% | -$4.45万 | 减仓 |
| XYLD | GLOBAL X FDS | $59.06万 | 0.25% | 14,480 | 4,315 | 42.4% | $17.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $58.17万 | 0.25% | 10,096 | 1,273 | 14.4% | $7.34万 | 加仓 |
| DAL | DELTA AIR LINES INC | $56.66万 | 0.24% | 6,050 | 386 | 6.8% | $3.62万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $56.47万 | 0.24% | 4,740 | -193 | -3.9% | -$2.30万 | 减仓 |
| MTB | M & T BK CORP | $56.33万 | 0.24% | 2,367 | 814 | 52.4% | $19.37万 | 加仓 |
| PSA | PUBLIC STORAGE | $56.18万 | 0.24% | 1,765 | 556 | 46.0% | $17.70万 | 加仓 |
| ASML | ASML HLDG NV | $55.51万 | 0.23% | 279 | 47 | 20.3% | $9.35万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.80万 | 0.23% | 705 | -2,848 | -80.2% | -$217.34万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $53.76万 | 0.23% | 1,056 | 428 | 68.2% | $21.79万 | 加仓 |
| XSW | SPDR SERIES TRUST | $53.76万 | 0.23% | 3,129 | -250 | -7.4% | -$4.30万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $53.69万 | 0.23% | 21,254 | -1,000 | -4.5% | -$2.53万 | 减仓 |
| WFC | WELLS FARGO & CO | $52.17万 | 0.22% | 6,312 | 101 | 1.6% | $8,347 | 加仓 |
| VHT | VANGUARD WORLD FD | $49.76万 | 0.21% | 1,664 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $48.88万 | 0.21% | 1,620 | 1,620 | — | $48.88万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.28万 | 0.20% | 2,156 | 753 | 53.7% | $16.86万 | 加仓 |
| IDU | ISHARES TR | $47.30万 | 0.20% | 4,127 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $47.19万 | 0.20% | 2,481 | -181 | -6.8% | -$3.44万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $46.03万 | 0.19% | 3,498 | 762 | 27.9% | $10.03万 | 加仓 |
| F | FORD MTR CO | $45.33万 | 0.19% | 32,611 | 9,790 | 42.9% | $13.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $44.77万 | 0.19% | 652 | -196 | -23.1% | -$13.46万 | 减仓 |
| GLPI | GAMING & LEISURE P | $43.73万 | 0.18% | 9,821 | 2,585 | 35.7% | $11.51万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $43.73万 | 0.18% | 1,876 | -112 | -5.6% | -$2.61万 | 减仓 |