Granite Bay Wealth Management, LLC 13F 持仓 · 2026年Q2
Granite Bay Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 170 只证券，申报市值合计 10.86 亿美元。前几大持仓：VUG（7.65%）、IJR（5.83%）、EEM（4.79%）。本季前 25 大持仓中：新建仓 2 只、增持 21 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $83.0M | 7.65% | 964,042 | 增持 |
| 2 | IJR | ISHARES TR | $63.3M | 5.83% | 426,566 | 增持 |
| 3 | EEM | ISHARES TR | $52.0M | 4.79% | 759,524 | 增持 |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $50.4M | 4.64% | 671,903 | 减持 |
| 5 | AMZN | AMAZON COM INC | $50.1M | 4.62% | 210,270 | 增持 |
| 6 | AAPL | APPLE INC | $44.3M | 4.08% | 153,136 | 增持 |
| 7 | WTPI | WISDOMTREE TR | $41.3M | 3.80% | 1.3M | 增持 |
| 8 | JHCB | JOHN HANCOCK EXCHANGE TRADED | $39.5M | 3.64% | 1.9M | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $39.0M | 3.59% | 183,406 | 增持 |
| 10 | TLT | ISHARES TR | $38.7M | 3.57% | 448,018 | 增持 |
| 11 | SNOW | SNOWFLAKE INC | $32.1M | 2.95% | 125,958 | 新建仓 |
| 12 | VTV | VANGUARD INDEX FDS | $30.9M | 2.84% | 141,718 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $21.8M | 2.00% | 58,321 | 增持 |
| 14 | SPY | SPDR S&P 500 ETF TR | $21.0M | 1.94% | 28,166 | 增持 |
| 15 | QQEW | FIRST TR EXCHANGE-TRADED FD | $20.5M | 1.89% | 128,492 | 增持 |
| 16 | EWJ | ISHARES INC | $20.2M | 1.86% | 217,032 | 减持 |
| 17 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $19.2M | 1.77% | 845,132 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $17.9M | 1.65% | 89,687 | 增持 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $17.9M | 1.65% | 35,644 | 增持 |
| 20 | ACWX | ISHARES TR | $15.8M | 1.46% | 208,191 | 新建仓 |
| 21 | IAGG | ISHARES TR | $15.1M | 1.39% | 297,704 | 增持 |
| 22 | TMUS | T-MOBILE US INC | $14.4M | 1.33% | 85,974 | 增持 |
| 23 | GOOG | ALPHABET INC | $14.0M | 1.29% | 39,741 | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $13.2M | 1.21% | 19,192 | 增持 |
| 25 | AGG | ISHARES TR | $12.3M | 1.13% | 124,466 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR