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Granite Bay Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Granite Bay Wealth Management, LLC

No.2638 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.86亿
环比变动 Q1 2026
+$6.16亿+131.0%
持仓股票数
170
新买入
81
加仓
72
减仓
9
清仓
5
持股不变
8
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VUG
7.65%0.23%$8,304.3万96.4万股$106.2万2,432股+96.2万股+39,539.88%加仓
IiShares安硕·COREIJR
5.83%4.54%$6,326.4万42.7万股$2,135.3万17.2万股+25.5万股+148.16%加仓
IiShares安硕信托EEM
4.79%4.81%$5,195.9万76.0万股$2,258.4万39.8万股+36.2万股+90.99%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
4.64%9.66%$5,036.6万67.2万股$4,541.3万67.7万股-5,089股-0.75%减仓
亚马逊AMZN
4.62%2.22%$5,011.6万21.0万股$1,042.4万5.0万股+16.0万股+319.53%加仓
苹果AAPL
4.08%2.18%$4,431.1万15.3万股$1,026.7万4.0万股+11.3万股+278.60%加仓
WWISDOMTREE EQUITY PREMIUM INCOME FUNDWTPI
3.8%8.17%$4,130.2万126.0万股$3,841.1万120.4万股+5.6万股+4.64%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHCB
3.64%8.05%$3,950.4万186.3万股$3,783.5万178.9万股+7.3万股+4.10%加仓
I景顺交易所交易基金信托RSP
3.59%7.43%$3,902.3万18.3万股$3,492.5万18.2万股+1,366股+0.75%加仓
IiShares安硕信托TLT
3.57%3.88%$3,871.8万44.8万股$1,822.8万21.0万股+23.8万股+112.96%加仓
SNOWFLAKE COM SHSSNOW
2.95%$3,205.6万12.6万股$00股+12.6万股新买入
V先锋领航指数基金VTV
2.84%0.11%$3,088.5万14.2万股$51.0万2,600股+13.9万股+5,350.69%加仓
微软MSFT
2%2.03%$2,175.5万5.8万股$954.3万2.6万股+3.3万股+126.59%加仓
SSPDR标普500 ETFSPY
1.94%0.38%$2,103.4万2.8万股$179.8万2,766股+2.5万股+918.29%加仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
1.89%1.7%$2,050.7万12.8万股$798.1万6.3万股+6.6万股+104.42%加仓
IiShares安硕EWJ
1.86%3.98%$2,024.3万21.7万股$1,868.6万22.1万股-4,216股-1.91%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHPI
1.77%3.92%$1,918.4万84.5万股$1,839.8万81.5万股+3.0万股+3.64%加仓
英伟达NVDA
1.65%2.01%$1,794.5万9.0万股$944.5万5.4万股+3.6万股+65.69%加仓
T赛默飞世尔TMO
1.65%1.62%$1,787.0万3.6万股$759.8万1.5万股+2.0万股+130.75%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
1.46%$1,584.5万20.8万股$00股+20.8万股新买入
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.39%2.93%$1,506.4万29.8万股$1,374.9万27.5万股+2.2万股+8.11%加仓
T-MOBILE US COMTMUS
1.33%1.69%$1,442.0万8.6万股$795.4万3.8万股+4.8万股+126.82%加仓
AAlphabet Inc Class CGOOG
1.29%1.85%$1,404.2万4.0万股$871.4万3.0万股+9,372股+30.86%加仓
V先锋领航指数基金VOO
1.21%0.18%$1,318.1万1.9万股$83.8万1,403股+1.8万股+1,267.93%加仓
IiShares安硕信托AGG
1.13%0.88%$1,232.0万12.4万股$411.3万4.2万股+8.3万股+199.24%加仓
IiShares安硕·COREIJH
1.13%$1,226.3万15.9万股$00股+15.9万股新买入
CrowdStrikeCRWD
1.08%1.57%$1,176.7万1.5万股$739.5万1.9万股-3,522股-18.59%减仓
摩根大通JPM
1.03%1.8%$1,116.2万3.4万股$845.3万2.9万股+5,365股+18.67%加仓
SSPDR黄金信托GLD
1.01%1.71%$1,101.4万3.0万股$805.4万1.9万股+1.1万股+59.62%加仓
伯克希尔哈撒韦BRK.B
1%1.94%$1,086.7万2.2万股$910.4万1.9万股+2,716股+14.29%加仓
IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI
0.97%2.02%$1,051.4万31.1万股$947.2万30.7万股+3,387股+1.10%加仓
家得宝HD
0.85%1.56%$921.8万2.6万股$735.4万2.2万股+3,798股+17.00%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.83%$904.1万17.9万股$00股+17.9万股新买入
J摩根大通交易所交易基金JEPI
0.82%$895.1万15.8万股$00股+15.8万股新买入
V先锋领航·SPECIALIZED FUNDSVIG
0.82%$891.7万3.8万股$00股+3.8万股新买入
AMGEN COMAMGN
0.81%1.64%$882.5万2.4万股$769.7万2.2万股+2,471股+11.28%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.73%$790.2万7.7万股$00股+7.7万股新买入
IiShares安硕·S&P 100 ETFIWO
0.71%$767.3万2.1万股$00股+2.1万股新买入
J摩根大通交易所交易基金JEPQ
0.7%$757.5万12.3万股$00股+12.3万股新买入
IiShares白银信托SLV
0.6%1.67%$649.6万12.1万股$785.7万11.5万股+6,078股+5.27%加仓
黑石集团BX
0.58%1.12%$633.9万5.4万股$525.7万4.6万股+8,223股+18.02%加仓
谷歌AGOOGL
0.52%0.11%$569.1万1.6万股$53.7万1,868股+1.4万股+752.57%加仓
礼来LLY
0.52%0.06%$562.5万4,690股$28.2万307股+4,383股+1,427.69%加仓
Ares管理ARES
0.46%1.04%$495.9万4.5万股$490.3万4.5万股-283股-0.63%减仓
IIBMIBM
0.43%$471.8万1.7万股$00股+1.7万股新买入
SSPDR行业精选信托XLF
0.42%$456.2万8.5万股$00股+8.5万股新买入
IiShares安硕信托IDEV
0.4%0.85%$437.1万4.9万股$398.5万4.8万股+1,437股+3.01%加仓
V先锋领航·FTSEVEA
0.4%0.2%$428.9万6.0万股$92.5万1.4万股+4.6万股+317.10%加仓
埃克森美孚XOM
0.39%0.15%$422.0万3.1万股$69.1万4,074股+2.7万股+657.61%加仓
博通AVGO
0.39%0.1%$421.1万1.1万股$44.7万1,445股+9,703股+671.49%加仓

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