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GRIMES & Co 财富管理 · 13F 持仓分析
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GRIMES & Co 财富管理

GRIMES & Co WEALTH MANAGEMENT, LLCNo.1011 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$46.23亿
环比变动 Q1 2026
+$10.10亿+28.0%
持仓股票数
449
新买入
42
加仓
245
减仓
144
清仓
26
持股不变
18
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VB
7.73%8.27%$3.57亿117.8万股$2.99亿114.1万股+3.8万股+3.30%加仓
IiShares安硕信托IEFA
7.68%8.97%$3.55亿367.7万股$3.24亿357.8万股+9.9万股+2.77%加仓
IiShares安硕IEMG
4.52%4.87%$2.09亿252.3万股$1.76亿252.0万股+2,999股+0.12%加仓
IiShares安硕信托IVV
4.19%4.4%$1.94亿25.9万股$1.59亿24.3万股+1.5万股+6.33%加仓
SSPDR行业精选信托XLK
3.81%2.66%$1.76亿92.5万股$9,614.2万72.3万股+20.2万股+27.90%加仓
IiShares安硕信托HYG
3.79%0.22%$1.75亿218.9万股$808.4万10.2万股+208.8万股+2,054.59%加仓
SSPDR道富系列信托SJNK
3.69%4.76%$1.71亿681.9万股$1.72亿689.0万股-7.2万股-1.04%减仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
3.42%$1.58亿163.8万股$00股+163.8万股新买入
JJOHN HANCOCK EXCHANGE TRADEDJHML
2.92%3.37%$1.35亿151.5万股$1.22亿155.6万股-4.1万股-2.63%减仓
苹果AAPL
2.67%2.98%$1.23亿42.6万股$1.08亿42.4万股+1,563股+0.37%加仓
英伟达NVDA
1.49%1.65%$6,876.7万34.4万股$5,967.5万34.2万股+1,513股+0.44%加仓
微软MSFT
1.43%1.79%$6,619.7万17.7万股$6,451.7万17.4万股+3,172股+1.82%加仓
台积电TSM
1.39%1.25%$6,438.2万13.5万股$4,507.5万13.3万股+1,433股+1.07%加仓
S道富XLI
1.35%0.73%$6,220.6万33.6万股$2,639.8万16.3万股+17.3万股+105.75%加仓
V先锋领航指数基金VUG
1.31%1.44%$6,059.0万70.3万股$5,194.3万11.9万股+58.4万股+491.48%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.17%1.27%$5,394.6万34.0万股$4,574.8万31.2万股+2.8万股+8.97%加仓
AMD超威AMD
1.13%0.5%$5,220.0万9.0万股$1,808.3万8.9万股+968股+1.09%加仓
VVanEck ETF信托HYD
1.08%$4,990.1万96.9万股$00股+96.9万股新买入
谷歌AGOOGL
1.03%1.06%$4,746.6万13.3万股$3,837.3万13.3万股-621股-0.47%减仓
应用材料AMAT
0.98%0.6%$4,541.8万6.3万股$2,159.9万6.3万股-375股-0.59%减仓
A美国世纪ETF信托AVLC
0.96%0.95%$4,439.0万49.3万股$3,442.9万44.4万股+4.9万股+11.15%加仓
SSPDR行业精选信托XLY
0.9%1.97%$4,183.7万39.1万股$7,101.9万64.1万股-25.0万股-39.04%减仓
亚马逊AMZN
0.9%0.98%$4,174.5万17.5万股$3,550.1万17.0万股+4,692股+2.75%加仓
I景顺交易所交易基金信托RSP
0.89%1.32%$4,102.4万19.3万股$4,763.4万24.8万股-5.5万股-22.31%减仓
I景顺·RAFI US 1000 ETFPRF
0.87%1%$4,030.4万74.6万股$3,620.0万76.2万股-1.6万股-2.06%减仓
AAlphabet Inc Class CGOOG
0.79%0.69%$3,655.2万10.3万股$2,510.4万8.8万股+1.6万股+18.21%加仓
SSPDR行业精选信托XLF
0.73%0.4%$3,361.1万62.7万股$1,448.4万29.3万股+33.4万股+113.71%加仓
SSPDR行业精选信托XLP
0.73%0.75%$3,356.5万40.4万股$2,714.7万33.1万股+7.3万股+22.02%加仓
SSPDR行业精选信托XLY
0.7%0.25%$3,229.7万27.5万股$913.8万8.4万股+19.2万股+228.42%加仓
美光科技MU
0.69%0.26%$3,186.2万2.8万股$921.2万2.7万股+334股+1.22%加仓
慧与HPEHPE
0.67%0.47%$3,088.3万68.5万股$1,700.1万71.4万股-2.9万股-4.12%减仓
强生JNJ
0.66%0.81%$3,056.9万12.0万股$2,931.6万12.0万股+431股+0.36%加仓
摩根大通JPM
0.66%0.77%$3,044.7万9.3万股$2,774.5万9.4万股-1,302股-1.38%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.65%0.65%$3,012.8万36.5万股$2,333.5万30.8万股+5.7万股+18.54%加仓
AMGEN COMAMGN
0.63%0.78%$2,918.0万8.1万股$2,835.5万8.1万股-6股-0.01%减仓
Q高通QCOM
0.63%0.57%$2,915.2万15.8万股$2,043.5万15.9万股-923股-0.58%减仓
思科CSCO
0.6%0.51%$2,762.8万23.5万股$1,832.2万23.6万股-927股-0.39%减仓
艾伯维ABBV
0.56%0.66%$2,607.8万10.4万股$2,388.5万11.0万股-6,186股-5.63%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.56%0.56%$2,591.8万64.5万股$2,022.7万59.7万股+4.7万股+7.90%加仓
博通AVGO
0.55%0.57%$2,532.6万6.7万股$2,050.1万6.6万股+807股+1.22%加仓
伊顿ETN
0.55%0.58%$2,525.0万5.9万股$2,113.0万5.9万股+180股+0.30%加仓
REGIONS FINANCIAL NEW COMRF
0.55%0.6%$2,523.5万83.6万股$2,185.2万83.7万股-1,011股-0.12%减仓
Meta平台META
0.53%0.69%$2,466.1万4.4万股$2,483.0万4.3万股+381股+0.88%加仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.5%0.34%$2,324.5万8.2万股$1,231.6万8.4万股-1,942股-2.33%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.49%0.58%$2,260.8万44.5万股$2,084.9万41.7万股+2.8万股+6.60%加仓
阿斯麦ASML
0.48%0.41%$2,208.2万1.1万股$1,493.6万1.1万股-208股-1.84%减仓
SSPDR行业精选信托XLE
0.47%0.66%$2,177.7万41.0万股$2,381.5万38.9万股+2.1万股+5.47%加仓
百时美施贵宝BMY
0.46%0.62%$2,137.2万37.1万股$2,250.7万37.1万股-186股-0.05%减仓
EETF SER SOLUTIONS
0.43%0.63%$2,008.0万83.1万股$2,263.1万93.5万股-10.4万股-11.12%减仓
辉瑞PFE
0.42%0.62%$1,938.7万80.5万股$2,233.2万79.5万股+9,806股+1.23%加仓

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