Granite Harbor Advisors, Inc.
- SEC CIK
- 0001967456
- 最新申報
- 2026/7/31
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/23 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 129
- 較 2025 年第 4 季 +4
- 總值
- $2.29 億
- 較 2025 年第 4 季 −$766.6 萬 (−3.2%)
| 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 | 33,616 | $1,940 萬 | 8.5% | −696−2.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 153,314 | $1,522 萬 | 6.6% | −5,201−3.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,788 | $966.0 萬 | 4.2% | −1,332−8.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 135,602 | $964.5 萬 | 4.2% | −4,377−3.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 53,866 | $939.4 萬 | 4.1% | −1,429−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 36,931 | $937.3 萬 | 4.1% | −344−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,567 | $821.5 萬 | 3.6% | −960−3.3% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 66,059 | $701.2 萬 | 3.1% | +11,369+20.8% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 124,387 | $614.1 萬 | 2.7% | −3,624−2.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 40,398 | $592.3 萬 | 2.6% | −695−1.7% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 53,429 | $582.3 萬 | 2.5% | −1,574−2.9% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 72,769 | $561.6 萬 | 2.5% | +3,514+5.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 26,380 | $549.4 萬 | 2.4% | −590−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,100 | $522.0 萬 | 2.3% | +684+5.1% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 29,990 | $485.0 萬 | 2.1% | −1,408−4.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,726 | $384.8 萬 | 1.7% | −216−3.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,651 | $360.3 萬 | 1.6% | −1,023−1.5% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 39,507 | $323.9 萬 | 1.4% | −705−1.8% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 67,221 | $312.1 萬 | 1.4% | +5,658+9.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,745 | $287.6 萬 | 1.3% | −263−3.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 11,107 | $271.5 萬 | 1.2% | −781−6.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 55,145 | $268.8 萬 | 1.2% | −2,687−4.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 42,180 | $258.4 萬 | 1.1% | −1,734−3.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,097 | $244.2 萬 | 1.1% | +242+5.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,312 | $220.3 萬 | 1.0% | −2,095−16.9% | 減碼 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 54,438 | $218.1 萬 | 1.0% | −6,410−10.5% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 85,133 | $206.4 萬 | 0.9% | +24,487+40.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,132 | $196.1 萬 | 0.9% | +9+0.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 15,404 | $194.6 萬 | 0.8% | −523−3.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,417 | $188.8 萬 | 0.8% | +76+1.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 67,891 | $172.7 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 67,346 | $172.6 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 63,646 | $162.5 萬 | 0.7% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 16,138 | $156.7 萬 | 0.7% | −78−0.5% | 減碼 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 28,229 | $155.7 萬 | 0.7% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 6,877 | $155.4 萬 | 0.7% | −597−8.0% | 減碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163 | ETF | 61,038 | $154.7 萬 | 0.7% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 12,322 | $153.1 萬 | 0.7% | +146+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,680 | $144.9 萬 | 0.6% | −237−4.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,312 | $141.8 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,818 | $141.0 萬 | 0.6% | −26−0.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,337 | $133.2 萬 | 0.6% | −701−4.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,217 | $129.5 萬 | 0.6% | −864−3.0% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,509 | $127.5 萬 | 0.6% | −460−1.8% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,592 | $111.8 萬 | 0.5% | −2,717−29.2% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 43,185 | $109.4 萬 | 0.5% | +18,050+71.8% | 加碼 | – |
| VVisa Inc. | Stock | 3,462 | $104.6 萬 | 0.5% | +217+6.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,005 | $100.2 萬 | 0.4% | +93+4.9% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 41,092 | $99.6 萬 | 0.4% | +17,829+76.6% | 加碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 43,727 | $95.5 萬 | 0.4% | +17,385+66.0% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 41,264 | $91.9 萬 | 0.4% | +608+1.5% | 加碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 40,855 | $91.6 萬 | 0.4% | +611+1.5% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 38,444 | $89.4 萬 | 0.4% | +20,474+113.9% | 加碼 | – |
| SLViShares Silver Trust | ETF | 12,993 | $88.5 萬 | 0.4% | −4,094−24.0% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 6,672 | $87.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 39,311 | $86.1 萬 | 0.4% | +28,259+255.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,002 | $85.4 萬 | 0.4% | −383−3.4% | 減碼 | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 37,121 | $85.1 萬 | 0.4% | −525−1.4% | 減碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 6,962 | $83.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 41,270 | $81.4 萬 | 0.4% | +22,549+120.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,207 | $78.5 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,641 | $75.3 萬 | 0.3% | +19+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,006 | $72.3 萬 | 0.3% | +453+9.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,318 | $72.0 萬 | 0.3% | −399−14.7% | 減碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 29,584 | $71.7 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,593 | $70.2 萬 | 0.3% | +413+18.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,685 | $68.4 萬 | 0.3% | +148+2.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 665 | $66.3 萬 | 0.3% | +39+6.2% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188705 | INVESTMENT GR SE | 15,053 | $66.0 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,011 | $65.5 萬 | 0.3% | +216+7.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,215 | $63.5 萬 | 0.3% | −4−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,302 | $63.1 萬 | 0.3% | +578+7.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Muni Bond ETF46438G687 | ETF | 21,085 | $54.5 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 19,380 | $54.4 萬 | 0.2% | +2,092+12.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,521 | $54.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,171 | $53.4 萬 | 0.2% | −21−0.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,010 | $52.6 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 3,086 | $47.9 萬 | 0.2% | +253+8.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 960 | $47.6 萬 | 0.2% | +38+4.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,222 | $46.6 萬 | 0.2% | +58+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,538 | $44.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,999 | $43.7 萬 | 0.2% | −20−0.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 607 | $43.0 萬 | 0.2% | −16−2.6% | 減碼 | 歷史 |
| iShares Tr46436E460 | IBONDS DEC 2031 | 20,590 | $42.0 萬 | 0.2% | +20,590 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 848 | $41.7 萬 | 0.2% | +97+12.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,294 | $41.6 萬 | 0.2% | +582+7.5% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,314 | $41.2 萬 | 0.2% | −207−13.6% | 減碼 | – |
| RTXRTX Corp | Stock | 2,102 | $40.5 萬 | 0.2% | −32−1.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 671 | $37.8 萬 | 0.2% | +6+0.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,479 | $36.5 萬 | 0.2% | +212+9.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,517 | $36.2 萬 | 0.2% | −304−6.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,237 | $35.1 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 403 | $34.1 萬 | 0.1% | −8−1.9% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,561 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 878 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,922 | $31.6 萬 | 0.1% | −32−1.6% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,950 | $31.4 萬 | 0.1% | +116+3.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 7,019 | $31.0 萬 | 0.1% | −167−2.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,286 | $30.4 萬 | 0.1% | +25+2.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 479 | $29.5 萬 | 0.1% | −12−2.4% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（6 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 9,737 | $140.2 萬 | 0.6% | 歷史 |
| STESTERIS plc | SHS USD | 2,209 | $56.0 萬 | 0.2% | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 995 | $25.2 萬 | 0.1% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 1,677 | $21.2 萬 | 0.1% | – |
| TTDTrade Desk, Inc. | Stock | 5,331 | $20.2 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,394 | $20.0 萬 | 0.1% | – |