Granite Harbor Advisors, Inc.
- SEC CIK
- 0001967456
- 最新申報
- 2026/7/31
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/11/17 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 70
- 較 2022 年第 4 季 +4
- 總值
- $1.10 億
- 較 2022 年第 4 季 +$1,143 萬 (+11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 25,991 | $1,068 萬 | 9.7% | +189+0.7% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 168,138 | $886.1 萬 | 8.1% | +11,954+7.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 79,899 | $796.1 萬 | 7.3% | +1,997+2.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,006 | $738.3 萬 | 6.7% | −252−1.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 48,849 | $526.3 萬 | 4.8% | +1,111+2.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,284 | $416.9 萬 | 3.8% | +3,212+14.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 114,369 | $367.7 萬 | 3.4% | −1,458−1.3% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,431 | $355.1 萬 | 3.2% | −430−1.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 84,700 | $342.2 萬 | 3.1% | +6,043+7.7% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 21,593 | $322.9 萬 | 2.9% | −231−1.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,005 | $314.7 萬 | 2.9% | +445+1.1% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 27,094 | $274.1 萬 | 2.5% | −582−2.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,814 | $247.0 萬 | 2.3% | +3,080+14.9% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 29,108 | $217.5 萬 | 2.0% | −520−1.8% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 45,972 | $213.6 萬 | 1.9% | +322+0.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,237 | $210.4 萬 | 1.9% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 18,955 | $195.8 萬 | 1.8% | +2,421+14.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,525 | $178.3 萬 | 1.6% | −486−2.2% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,820 | $175.7 萬 | 1.6% | +59+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,914 | $141.7 萬 | 1.3% | +1,667+51.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,506 | $137.9 萬 | 1.3% | +511+8.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,804 | $133.4 萬 | 1.2% | +276+6.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 45,837 | $131.1 萬 | 1.2% | +2,051+4.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 65,483 | $125.6 萬 | 1.1% | −6,181−8.6% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,598 | $107.0 萬 | 1.0% | +161+3.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,460 | $102.1 萬 | 0.9% | +328+10.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,672 | $95.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,147 | $95.3 萬 | 0.9% | +680+12.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,845 | $87.8 萬 | 0.8% | +310+12.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,919 | $86.4 萬 | 0.8% | +162+1.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,969 | $84.5 萬 | 0.8% | +498+4.8% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 10,407 | $83.9 萬 | 0.8% | −233−2.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,510 | $77.9 萬 | 0.7% | −155−1.3% | 減碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 7,886 | $76.3 萬 | 0.7% | −10−0.1% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 30,119 | $71.7 萬 | 0.7% | +5,174+20.7% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 27,404 | $69.8 萬 | 0.6% | +11,705+74.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,253 | $69.3 萬 | 0.6% | +374+2.9% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 26,956 | $68.8 萬 | 0.6% | +11,700+76.7% | 加碼 | – |
| iShares Tr46435U697 | IBONDS DEC | 26,484 | $68.5 萬 | 0.6% | +11,574+77.6% | 加碼 | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 25,336 | $67.4 萬 | 0.6% | +11,235+79.7% | 加碼 | – |
| iShares Tr46435G318 | IBONDS DEC2023 | 25,204 | $64.1 萬 | 0.6% | +11,614+85.5% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 24,668 | $62.1 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 24,964 | $61.2 萬 | 0.6% | +1,097+4.6% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 24,780 | $60.9 萬 | 0.6% | +822+3.4% | 加碼 | – |
| TTDTrade Desk, Inc. | Stock | 9,000 | $54.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,144 | $54.0 萬 | 0.5% | +401+10.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,207 | $49.4 萬 | 0.5% | +57+5.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,691 | $47.3 萬 | 0.4% | +80+5.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,193 | $46.3 萬 | 0.4% | −40−1.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,398 | $45.5 萬 | 0.4% | −52−2.1% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 18,697 | $44.4 萬 | 0.4% | +1,133+6.5% | 加碼 | – |
| MAMastercard Inc | Stock | 1,111 | $40.4 萬 | 0.4% | +167+17.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 10,308 | $38.5 萬 | 0.4% | +49+0.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 15,130 | $37.7 萬 | 0.3% | +1,072+7.6% | 加碼 | – |
| CVXChevron Corp | Stock | 2,213 | $36.1 萬 | 0.3% | +360+19.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,496 | $33.7 萬 | 0.3% | +338+29.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,939 | $32.2 萬 | 0.3% | +2,939 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 618 | $29.2 萬 | 0.3% | +189+44.1% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,496 | $28.9 萬 | 0.3% | −7−0.2% | 減碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 11,134 | $26.2 萬 | 0.2% | +1,723+18.3% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 11,229 | $25.9 萬 | 0.2% | +1,754+18.5% | 加碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 10,766 | $25.8 萬 | 0.2% | +1,410+15.1% | 加碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 11,337 | $25.7 萬 | 0.2% | +1,783+18.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 547 | $25.1 萬 | 0.2% | −19−3.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,694 | $25.0 萬 | 0.2% | +1,694 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,576 | $23.4 萬 | 0.2% | +1,576 | 新進 | 歷史 |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 9,325 | $23.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,786 | $22.5 萬 | 0.2% | −30−0.8% | 減碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 9,681 | $21.8 萬 | 0.2% | +9,681 | 新進 | – |
| HSYHershey Co | COM | 828 | $21.1 萬 | 0.2% | +828 | 新進 | 歷史 |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。