Granite Harbor Advisors, Inc.
- SEC CIK
- 0001967456
- 最新申報
- 2026/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/23 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 86
- 較 2024 年第 3 季 −5
- 總值
- $1.81 億
- 較 2024 年第 3 季 +$802.9 萬 (+4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 32,470 | $1,660 萬 | 9.2% | +2,223+7.3% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 197,658 | $1,286 萬 | 7.1% | +3,190+1.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,438 | $1,203 萬 | 6.7% | −533−2.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 110,862 | $1,074 萬 | 5.9% | +3,478+3.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 78,109 | $832.3 萬 | 4.6% | +10,141+14.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 31,409 | $786.6 萬 | 4.4% | +103+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 48,110 | $646.1 萬 | 3.6% | −308−0.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 132,988 | $642.7 萬 | 3.6% | +4,161+3.2% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 27,335 | $613.3 萬 | 3.4% | +1,015+3.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 29,351 | $555.6 萬 | 3.1% | +155+0.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 38,142 | $524.7 萬 | 2.9% | +2,695+7.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,235 | $509.8 萬 | 2.8% | −279−1.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 56,233 | $420.2 萬 | 2.3% | +1,924+3.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 31,696 | $417.6 萬 | 2.3% | +1,465+4.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,611 | $387.1 萬 | 2.1% | −61−0.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 85,072 | $374.7 萬 | 2.1% | −347−0.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,617 | $321.1 萬 | 1.8% | +151+2.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 67,254 | $310.0 萬 | 1.7% | +9,795+17.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 38,100 | $299.5 萬 | 1.7% | +2,493+7.0% | 加碼 | – |
| BACBank of America Corp | Stock | 59,341 | $260.8 萬 | 1.4% | −1,181−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,628 | $247.7 萬 | 1.4% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,184 | $181.5 萬 | 1.0% | +828+4.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,891 | $176.4 萬 | 1.0% | +68+1.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,946 | $156.9 萬 | 0.9% | +14+0.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,198 | $154.9 萬 | 0.9% | +227+5.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,902 | $151.8 萬 | 0.8% | −46−1.2% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 62,371 | $149.4 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,551 | $133.1 萬 | 0.7% | −240−4.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,088 | $131.4 萬 | 0.7% | +434+5.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 17,148 | $119.1 萬 | 0.7% | −698−3.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 46,871 | $117.8 萬 | 0.7% | +20,504+77.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 15,428 | $116.8 萬 | 0.6% | +632+4.3% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 45,753 | $116.5 萬 | 0.6% | +19,470+74.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 42,710 | $107.5 萬 | 0.6% | +29,515+223.7% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 12,468 | $104.9 萬 | 0.6% | +729+6.2% | 加碼 | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 37,885 | $100.8 萬 | 0.6% | +13,175+53.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 13,753 | $98.6 萬 | 0.5% | +32+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,241 | $95.8 萬 | 0.5% | +5+0.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 36,630 | $91.8 萬 | 0.5% | – | – | – |
| EMREmerson Electric Co | Stock | 7,340 | $91.0 萬 | 0.5% | −79−1.1% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 36,028 | $89.7 萬 | 0.5% | +5,051+16.3% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 34,712 | $83.6 萬 | 0.5% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 7,072 | $83.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 35,399 | $82.6 萬 | 0.5% | +10,109+40.0% | 加碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 37,151 | $82.5 萬 | 0.5% | +10,994+42.0% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 36,067 | $82.3 萬 | 0.5% | +10,381+40.4% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 37,547 | $82.2 萬 | 0.5% | +11,203+42.5% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 6,986 | $76.3 萬 | 0.4% | −10−0.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 8,341 | $75.4 萬 | 0.4% | +205+2.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,531 | $73.4 萬 | 0.4% | +18+0.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,386 | $73.0 萬 | 0.4% | +7+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,213 | $71.1 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,029 | $70.2 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,792 | $69.8 萬 | 0.4% | −357−2.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,143 | $67.7 萬 | 0.4% | +33+1.6% | 加碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 31,337 | $66.9 萬 | 0.4% | +5,147+19.7% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 32,782 | $66.7 萬 | 0.4% | +10,491+47.1% | 加碼 | – |
| DHIHorton D R Inc | COM | 4,622 | $64.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,785 | $62.2 萬 | 0.3% | +1,151+24.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,119 | $56.6 萬 | 0.3% | +23+2.1% | 加碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 24,259 | $55.3 萬 | 0.3% | +4,825+24.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,022 | $48.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 21,290 | $45.4 萬 | 0.3% | +8,752+69.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 2,690 | $45.1 萬 | 0.2% | +66+2.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,089 | $44.7 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,652 | $43.6 萬 | 0.2% | −47−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 14,388 | $36.7 萬 | 0.2% | −761−5.0% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 2,940 | $36.0 萬 | 0.2% | +10+0.3% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,527 | $33.5 萬 | 0.2% | +57+1.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 359 | $32.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,829 | $32.5 萬 | 0.2% | +29+1.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,914 | $30.6 萬 | 0.2% | +120+2.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 520 | $29.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,015 | $29.4 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,821 | $28.1 萬 | 0.2% | +64+2.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,432 | $28.0 萬 | 0.2% | +12+0.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 1,653 | $27.5 萬 | 0.2% | −56−3.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 604 | $25.3 萬 | 0.1% | +5+0.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 743 | $24.8 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 4,222 | $23.8 萬 | 0.1% | +116+2.8% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 3,224 | $22.6 萬 | 0.1% | +3,224 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,454 | $22.1 萬 | 0.1% | −23−1.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 515 | $21.8 萬 | 0.1% | +5+1.0% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 987 | $21.8 萬 | 0.1% | +36+3.8% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 995 | $20.9 萬 | 0.1% | +995 | 新進 | – |
| ACNAccenture plc | Stock | 570 | $20.1 萬 | 0.1% | +570 | 新進 | 歷史 |
2024 年第 3 季之後清倉（8 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $72.7 萬 | 0.4% | – |
| iShares Tr46435U697 | IBONDS DEC | 24,715 | $64.5 萬 | 0.4% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 21,765 | $52.2 萬 | 0.3% | – |
| ADBEAdobe Inc. | Stock | 437 | $22.6 萬 | 0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,270 | $22.1 萬 | 0.1% | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,302 | $21.3 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 7,236 | $20.9 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,821 | $20.8 萬 | 0.1% | 歷史 |