Grantvest Financial Group LLC 13F 持仓 · 2026年Q2
Grantvest Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 189 只证券，申报市值合计 1.73 亿美元。前几大持仓：BINC（17.43%）、CSHI（5.17%）、BUXX（2.79%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BINC | BLACKROCK ETF TRUST II | $30.1M | 17.43% | 574,765 | 减持 |
| 2 | CSHI | NEOS ETF TRUST | $8.9M | 5.17% | 178,981 | 增持 |
| 3 | BUXX | EA SERIES TRUST | $4.8M | 2.79% | 237,766 | 增持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.1M | 2.37% | 72,285 | 减持 |
| 5 | SMH | VANECK ETF TRUST | $3.4M | 1.95% | 5,119 | 减持 |
| 6 | AAPL | APPLE INC | $3.3M | 1.91% | 11,366 | 减持 |
| 7 | VOO | VANGUARD INDEX FDS | $3.2M | 1.84% | 4,625 | 增持 |
| 8 | MGV | VANGUARD WORLD FD | $3.0M | 1.73% | 18,316 | 减持 |
| 9 | AMZN | AMAZON COM INC | $2.7M | 1.57% | 11,390 | 减持 |
| 10 | CAIE | CALAMOS ETF TR | $2.5M | 1.45% | 91,768 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $2.4M | 1.37% | 3,203 | 增持 |
| 12 | QQQI | NEOS ETF TRUST | $2.2M | 1.29% | 39,155 | 增持 |
| 13 | SPYI | NEOS ETF TRUST | $2.2M | 1.28% | 41,569 | 增持 |
| 14 | SMAX | ISHARES TR | $2.0M | 1.18% | 73,199 | 减持 |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.0M | 1.16% | 46,415 | 增持 |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.9M | 1.12% | 23,741 | 增持 |
| 17 | XLK | SELECT SECTOR SPDR TR | $1.9M | 1.08% | 9,739 | 减持 |
| 18 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.03% | 21,457 | 增持 |
| 19 | DMAX | ISHARES TR | $1.7M | 0.99% | 62,521 | 减持 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.93% | 7,560 | 增持 |
| 21 | FMAY | FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.92% | 28,112 | 增持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 0.84% | 45,620 | 增持 |
| 23 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.82% | 39,112 | 增持 |
| 24 | JANW | AIM ETF PRODUCTS TRUST | $1.3M | 0.77% | 34,428 | 减持 |
| 25 | SNOV | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.76% | 48,388 | 减持 |
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