GRANITE ISLANDS PRIVATE WEALTH, LLC
GUILFORD CT · SEC CIK 0002111372
$1.35亿2026Q2 申报市值
78持仓数
45.0%前十大占比 · 第一大 7.7%
8 / 4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
SPY 重新持有+$255.65万
AXON 加仓+$165.25万
QXO 新建仓+$120.18万
ADSK 加仓+$68.76万
VOO 加仓+$65.39万
2026Q2 卖出最多 按季末市值估算
ORCL 清仓-$143.43万
ITA 清仓-$109.30万
QCOM 清仓-$94.79万
APO 清仓-$72.66万
GE 减仓-$14.31万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,040.58万 | 7.70% | 52,205 | 2,045 | 4.1% | $40.76万 | 加仓 |
| AAPL | APPLE INC | $1,012.48万 | 7.49% | 35,153 | 2,059 | 6.2% | $59.30万 | 加仓 |
| GOOGL | ALPHABET INC | $840.67万 | 6.22% | 23,619 | 900 | 4.0% | $32.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $572.68万 | 4.24% | 8,338 | 952 | 12.9% | $65.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $537.39万 | 3.97% | 15,797 | 455 | 3.0% | $15.48万 | 加仓 |
| AMZN | AMAZON COM INC | $517.58万 | 3.83% | 21,804 | 117 | 0.5% | $2.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $499.86万 | 3.70% | 8,647 | 388 | 4.7% | $22.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $400.36万 | 2.96% | 10,766 | 197 | 1.9% | $7.33万 | 加仓 |
| AVGO | BROADCOM INC | $368.51万 | 2.73% | 9,802 | 165 | 1.7% | $6.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $292.99万 | 2.17% | 3,923 | 3,423 | 684.6% | $255.65万 | 重新持有 |
| NFLX | NETFLIX INC. | $287.25万 | 2.12% | 40,360 | 1,820 | 4.7% | $12.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $260.71万 | 1.93% | 9,313 | 177 | 1.9% | $4.95万 | 加仓 |
| WMT | WALMART INC | $258.36万 | 1.91% | 22,950 | 1,546 | 7.2% | $17.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $231.95万 | 1.72% | 7,120 | 197 | 2.8% | $6.42万 | 加仓 |
| IWL | ISHARES TR | $223.75万 | 1.66% | 12,103 | 3,531 | 41.2% | $65.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $221.07万 | 1.64% | 4,434 | 565 | 14.6% | $28.17万 | 加仓 |
| ABBV | ABBVIE INC | $220.39万 | 1.63% | 8,796 | 160 | 1.9% | $4.01万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $208.68万 | 1.54% | 3,738 | 2,960 | 380.5% | $165.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $206.31万 | 1.53% | 8,162 | 343 | 4.4% | $8.67万 | 加仓 |
| LLY | ELI LILLY & CO | $200.74万 | 1.48% | 1,682 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $199.00万 | 1.47% | 39,523 | -853 | -2.1% | -$4.29万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $195.47万 | 1.45% | 2,567 | -1 | -0.0% | -$761 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $183.59万 | 1.36% | 66,279 | 9,485 | 16.7% | $26.27万 | 加仓 |
| META | META PLATFORMS INC | $178.37万 | 1.32% | 3,173 | 59 | 1.9% | $3.32万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $176.94万 | 1.31% | 4,468 | 287 | 6.9% | $11.37万 | 加仓 |
| IJH | ISHARES TR | $174.30万 | 1.29% | 22,611 | 2,134 | 10.4% | $16.45万 | 加仓 |
| DE | DEERE & CO | $171.27万 | 1.27% | 2,700 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $170.76万 | 1.26% | 4,737 | 951 | 25.1% | $34.28万 | 加仓 |
| CSCO | CISCO SYS INC | $161.02万 | 1.19% | 13,793 | 698 | 5.3% | $8.15万 | 加仓 |
| SO | SOUTHERN CO | $158.15万 | 1.17% | 16,615 | 1,860 | 12.6% | $17.70万 | 加仓 |
| HD | HOME DEPOT INC | $155.49万 | 1.15% | 4,434 | 170 | 4.0% | $5.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $153.74万 | 1.14% | 10,527 | 310 | 3.0% | $4.53万 | 加仓 |
| OMC | OMNICOM GROUP INC | $136.58万 | 1.01% | 18,820 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $135.37万 | 1.00% | 12,660 | 1,145 | 9.9% | $12.24万 | 加仓 |
| NOW | SERVICENOW INC | $132.78万 | 0.98% | 13,462 | -45 | -0.3% | -$4,439 | 减仓 |
| PFE | PFIZER INC | $125.73万 | 0.93% | 52,397 | 9,578 | 22.4% | $22.98万 | 加仓 |
| — | EXXON MOBIL CORP | $125.43万 | 0.93% | 9,183 | 854 | 10.3% | $11.67万 | 加仓 |
| QXO | QXO INC | $120.18万 | 0.89% | 69,957 | 69,957 | — | $120.18万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $119.75万 | 0.89% | 7,266 | 950 | 15.0% | $15.66万 | 加仓 |
| MCD | MCDONALDS CORP | $117.39万 | 0.87% | 4,371 | 507 | 13.1% | $13.62万 | 加仓 |
| ADSK | AUTODESK INC | $115.57万 | 0.85% | 5,983 | 3,560 | 146.9% | $68.76万 | 加仓 |
| CRM | SALESFORCE INC | $103.06万 | 0.76% | 6,620 | 188 | 2.9% | $2.93万 | 加仓 |
| IJR | ISHARES TR | $103.02万 | 0.76% | 6,949 | 1,788 | 34.6% | $26.51万 | 加仓 |
| KO | COCA COLA CO | $99.51万 | 0.74% | 12,245 | 131 | 1.1% | $1.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $98.46万 | 0.73% | 11,912 | 2,900 | 32.2% | $23.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $93.70万 | 0.69% | 10,702 | 3,285 | 44.3% | $28.76万 | 加仓 |
| T | AT&T INC | $90.59万 | 0.67% | 43,880 | 30,970 | 239.9% | $63.94万 | 加仓 |
| TSLA | TESLA INC | $90.14万 | 0.67% | 2,151 | -215 | -9.1% | -$9.01万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $85.58万 | 0.63% | 14,511 | 3,384 | 30.4% | $19.96万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $84.40万 | 0.62% | 29,014 | 15,900 | 121.2% | $46.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $82.86万 | 0.61% | 14,380 | 1,045 | 7.8% | $6.02万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $73.85万 | 0.55% | 10,234 | 825 | 8.8% | $5.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $71.83万 | 0.53% | 2,906 | -102 | -3.4% | -$2.52万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $63.88万 | 0.47% | 17,617 | 2,664 | 17.8% | $9.66万 | 加仓 |
| BAC | BANK OF AMER CORP | $58.97万 | 0.44% | 10,366 | 36 | 0.3% | $2,048 | 加仓 |
| IWR | ISHARES TR | $57.52万 | 0.43% | 5,214 | 1,518 | 41.1% | $16.75万 | 加仓 |
| HUBB | HUBBELL INC | $57.19万 | 0.42% | 1,093 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $55.61万 | 0.41% | 1,917 | 919 | 92.1% | $26.66万 | 重新持有 |
| C | CITIGROUP INC | $54.43万 | 0.40% | 3,897 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $52.67万 | 0.39% | 1,557 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $47.88万 | 0.35% | 17,958 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $45.35万 | 0.34% | 4,320 | 2,100 | 94.6% | $22.04万 | 重新持有 |
| CVS | CVS HEALTH CORP | $42.56万 | 0.31% | 4,130 | 220 | 5.6% | $2.27万 | 加仓 |
| BLK | BLACKROCK INC | $40.10万 | 0.30% | 417 | -13 | -3.0% | -$1.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.16万 | 0.27% | 4,375 | -389 | -8.2% | -$3.21万 | 减仓 |
| MTB | M & T BK CORP | $29.49万 | 0.22% | 1,239 | 1,239 | — | $29.49万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $28.51万 | 0.21% | 247 | 247 | — | $28.51万 | 新建仓 |
| GLD | SPDR GOLD TR | $28.18万 | 0.21% | 765 | -60 | -7.3% | -$2.21万 | 减仓 |
| MS | MORGAN STANLEY | $23.30万 | 0.17% | 1,130 | 1,130 | — | $23.30万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.50万 | 0.17% | 1,928 | -12 | -0.6% | -$1,400 | 减仓 |
| GEV | GE VERNOVA INC | $22.01万 | 0.16% | 190 | 190 | — | $22.01万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.08万 | 0.16% | 295 | 295 | — | $21.08万 | 新建仓 |
| GE | GE AEROSPACE | $20.78万 | 0.15% | 556 | -383 | -40.8% | -$14.31万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.24万 | 0.15% | 2,286 | 2,286 | — | $20.24万 | 新建仓 |
| — | AUTHID INC | $2.62万 | 0.02% | 24,450 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $1.04万 | 0.01% | 10,905 | 0 | 0.0% | — | 不变 |
| — | GLUCOTRACK INC | $5,008 | 0.00% | 15,700 | 15,700 | — | $5,008 | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T | $4,197 | 0.00% | 6 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -9,803 | -100.0% | -$143.43万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -5,007 | -100.0% | -$109.30万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -7,404 | -100.0% | -$94.79万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -6,555 | -100.0% | -$72.66万 | 清仓 |