13FBOX
Graetz Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Graetz Wealth LLC

No.8702 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.25亿
环比变动 Q1 2026
+$1,335.4万+11.9%
持仓股票数
84
新买入
9
加仓
44
减仓
29
清仓
5
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
9.44%7.93%$1,183.8万1.7万股$887.8万1.5万股+2,380股+16.02%加仓
I景顺QQQ信托VOO
7.03%5%$881.8万1.2万股$560.4万9,710股+2,264股+23.32%加仓
V先锋领航斯科茨代尔基金VCIT
5.65%6.09%$708.8万8.6万股$681.7万8.2万股+3,387股+4.11%加仓
V先锋领航·TOTALBND
4.54%4.51%$569.4万7.8万股$504.7万6.9万股+9,020股+13.16%加仓
V先锋领航·FTSEVEA
4.2%5.41%$526.8万7.4万股$606.1万9.5万股-2.1万股-21.82%减仓
V先锋领航债券指数基金BIV
3.63%5.13%$455.3万5.9万股$575.2万7.5万股-1.5万股-20.35%减仓
V先锋领航·FSTEVWO
3.25%4.03%$407.6万6.8万股$451.1万8.3万股-1.5万股-18.18%减仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
3.24%2.56%$406.3万4.2万股$287.0万3.0万股+1.2万股+40.58%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
2.86%2.81%$358.1万3.3万股$314.8万3.4万股-1,186股-3.45%减仓
V先锋领航·SPECIALIZED FUNDSVIG
2.59%2.55%$324.2万1.4万股$286.2万1.3万股+393股+2.95%加仓
S道富XLI
2.37%2.18%$296.7万1.6万股$243.8万1.5万股+944股+6.26%加仓
V先锋领航斯科茨代尔基金VMBS
2.3%2.17%$288.2万6.2万股$243.3万5.2万股+9,742股+18.80%加仓
SSPDR行业精选信托XLF
2.28%2.26%$285.3万5.3万股$253.3万5.1万股+1,905股+3.71%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
2.22%$278.0万5.5万股$00股+5.5万股新买入
IiShares安硕信托IVV
2.15%2.09%$269.3万3,595股$234.2万3,586股+9股+0.25%加仓
IiShares安硕信托PFF
2.14%2.18%$267.7万8.8万股$244.3万8.1万股+7,214股+8.95%加仓
SSPDR行业精选信托XLRE
2.06%$257.7万5.9万股$00股+5.9万股新买入
V先锋领航指数基金VBK
1.92%1.05%$240.3万6,572股$117.3万3,881股+2,691股+69.34%加仓
V先锋领航斯科茨代尔基金VGLT
1.89%1.8%$236.9万4.3万股$201.4万3.6万股+6,548股+18.00%加仓
V先锋领航·TOTALBNDX
1.71%2.05%$214.2万4.4万股$229.1万4.8万股-3,445股-7.23%减仓
I景顺交易所交易基金信托RSP
1.7%2.71%$213.2万1.0万股$303.1万1.6万股-5,775股-36.56%减仓
G通用动力VTI
1.46%1.4%$183.1万4,948股$156.4万4,876股+72股+1.48%加仓
V先锋领航斯科茨代尔基金VGIT
1.46%2.03%$182.8万3.1万股$227.0万3.8万股-7,120股-18.68%减仓
IiShares比特币ETFIBIT
1.41%1.72%$176.8万5.3万股$192.6万5.0万股+2,984股+5.95%加仓
V先锋领航指数基金VTV
1.39%1.28%$174.5万8,007股$143.5万7,312股+695股+9.50%加仓
V先锋领航指数基金VNQ
1.38%1.34%$173.6万1.8万股$149.7万1.7万股+1,122股+6.65%加仓
V先锋领航·SMALLVBR
1.38%1.08%$173.3万7,132股$120.6万5,551股+1,581股+28.48%加仓
V先锋领航指数基金VB
1.36%1.3%$170.9万5,639股$145.2万5,544股+95股+1.71%加仓
V先锋领航·MIDVO
1.31%1.28%$164.8万2.0万股$143.0万4,980股+1.5万股+310.74%加仓
V先锋领航指数基金VUG
1.3%1.34%$163.4万1.9万股$149.8万3,430股+1.6万股+453.09%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.23%1.03%$153.7万7,777股$115.0万6,239股+1,538股+24.65%加仓
GGRAYSCALE ETHEREUM MINI STAKING ETFETH
1.1%1.19%$138.2万9.2万股$133.4万6.7万股+2.5万股+36.81%加仓
应用材料AMAT
0.96%0.51%$120.4万1,665股$57.0万1,668股-3股-0.18%减仓
VVanEck ETF信托HYD
0.93%0.72%$116.8万2.3万股$81.2万1.6万股+6,477股+40.01%加仓
WWORLD GOLD TRGLD
0.8%1.59%$99.9万1.3万股$178.1万1.9万股-6,634股-34.53%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.71%0.78%$89.0万1.1万股$87.8万1.1万股+201股+1.89%加仓
IiShares安硕·COREIJH
0.61%0.6%$76.4万9,914股$66.8万9,893股+21股+0.21%加仓
SSPDR道富系列信托SPTM
0.45%0.43%$55.8万6,151股$48.5万6,134股+17股+0.28%加仓
苹果AAPL
0.42%0.44%$53.1万1,835股$48.8万1,923股-88股-4.58%减仓
S嘉信·USSCHP
0.42%0.45%$52.9万2.0万股$50.4万1.9万股+1,013股+5.35%加仓
SSPDR道富系列信托SPTL
0.42%0.46%$52.6万2.0万股$51.1万1.9万股+629股+3.24%加仓
IiShares安硕信托AGG
0.42%$52.2万5,274股$00股+5,274股新买入
S道富SPYM
0.42%0.41%$52.2万5,935股$45.6万5,953股-18股-0.30%减仓
V先锋领航指数基金VOT
0.36%0.55%$45.7万1,492股$62.2万2,416股-924股-38.25%减仓
IiShares安硕信托GVI
0.36%0.39%$45.6万4,238股$44.0万4,145股+93股+2.24%加仓
IiShares安硕信托LQD
0.35%0.39%$44.4万4,069股$43.2万3,967股+102股+2.57%加仓
IiShares安硕·COREIJR
0.34%0.33%$42.9万2,890股$36.7万2,953股-63股-2.13%减仓
IiShares安硕信托HYG
0.34%0.37%$42.8万5,356股$41.6万5,233股+123股+2.35%加仓
英伟达NVDA
0.3%0.34%$38.0万1,899股$38.2万2,189股-290股-13.25%减仓
美光科技MU
0.27%0.19%$34.1万296股$20.9万617股-321股-52.03%减仓

🧭 机构资金流板块热力图

净流出 净流入