Grant/GrossMendelsohn, LLC 13F 持仓 · 最近申报 2025年Q1
Grant/GrossMendelsohn 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 1.80 亿美元。前几大持仓：TFLO（9.92%）、GLD（8.41%）、TCAF（4.38%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $17.8M | 9.92% | 352,296 | 增持 |
| 2 | GLD | SPDR GOLD TR | $15.1M | 8.41% | 48,978 | 增持 |
| 3 | TCAF | T ROWE PRICE ETF INC | $7.9M | 4.38% | 248,089 | 减持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.9M | 3.29% | 107,327 | 减持 |
| 5 | ORCL | ORACLE CORP | $4.9M | 2.73% | 35,056 | 减持 |
| 6 | VOO | VANGUARD INDEX FDS | $4.4M | 2.43% | 8,629 | 增持 |
| 7 | COWZ | PACER FDS TR | $4.0M | 2.23% | 77,683 | 减持 |
| 8 | AGG | ISHARES TR | $3.7M | 2.07% | 37,699 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 2.00% | 142,669 | 减持 |
| 10 | SCHV | SCHWAB STRATEGIC TR | $3.1M | 1.75% | 122,650 | 减持 |
| 11 | FUTY | FIDELITY COVINGTON TRUST | $3.1M | 1.74% | 61,444 | 新建仓 |
| 12 | AAPL | APPLE INC | $3.1M | 1.72% | 14,738 | 增持 |
| 13 | FHLC | FIDELITY COVINGTON TRUST | $3.0M | 1.65% | 45,502 | 增持 |
| 14 | FSTA | FIDELITY COVINGTON TRUST | $3.0M | 1.65% | 58,233 | 新建仓 |
| 15 | MSFT | MICROSOFT CORP | $3.0M | 1.64% | 7,543 | 减持 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $2.8M | 1.58% | 130,519 | 增持 |
| 17 | ITA | ISHARES TR | $2.8M | 1.57% | 18,122 | 增持 |
| 18 | SHV | ISHARES TR | $2.7M | 1.53% | 24,895 | 新建仓 |
| 19 | FMB | FIRST TR EXCH TRADED FD III | $2.7M | 1.51% | 54,637 | 增持 |
| 20 | PULS | PGIM ETF TR | $2.6M | 1.42% | 51,595 | 减持 |
| 21 | BBSI | BARRETT BUSINESS SVCS INC | $2.4M | 1.36% | 60,040 | 持平 |
| 22 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.35% | 47,552 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION | $2.4M | 1.33% | 21,998 | 减持 |
| 24 | USFR | WISDOMTREE TR | $2.4M | 1.32% | 47,110 | 增持 |
| 25 | VGLT | VANGUARD SCOTTSDALE FDS | $2.3M | 1.30% | 41,284 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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