Graney & King, LLC
- SEC CIK
- 0002051568
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/7。SEC
- 持股檔數
- 382
- 較 2026 年第 1 季 +12
- 總值
- $2.78 億
- 較 2026 年第 1 季 +$9,271.61 萬 (+50.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 397,614 | $3,794.82 萬 | 13.64% | +397,614 | 新進 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 246,154 | $2,928.99 萬 | 10.53% | +150,800+158.1% | 加碼 | – |
| VANGUARD WORLD FD921910840 | MEGA CAP VAL ETF | 179,184 | $2,928.76 萬 | 10.53% | +5,001+2.9% | 加碼 | – |
| GOLDMAN SACHS ETF TR38149W622 | S&P 500 PREMIUM | 396,389 | $2,202.73 萬 | 7.92% | +24,004+6.4% | 加碼 | – |
| JOHN HANCOCK EXCHANGE TRADED47804J206 | MULTIFACTOR MI | 282,568 | $2,118.13 萬 | 7.61% | +71,115+33.6% | 加碼 | – |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 347,145 | $1,579.16 萬 | 5.68% | +32,139+10.2% | 加碼 | – |
| J P MORGAN EXCHANGE TRADED F46641Q373 | BETABUILDERS I | 157,564 | $1,230.26 萬 | 4.42% | +9,232+6.2% | 加碼 | – |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 30,610 | $927.4 萬 | 3.33% | +7,701+33.6% | 加碼 | – |
| SPDR SERIES TRUST78464A128 | ST STR SP1500VT | 37,868 | $902.03 萬 | 3.24% | +1,560+4.3% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367 | ETF | 399,368 | $894.58 萬 | 3.22% | +23,210+6.2% | 加碼 | – |
| VANECK ETF TRUST92189F437 | FALLEN ANGEL HG | 299,399 | $875.44 萬 | 3.15% | +18,637+6.6% | 加碼 | – |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 77,661 | $629.52 萬 | 2.26% | +6,212+8.7% | 加碼 | – |
| FIRST TR EXCHANGE-TRADED FD33737A108 | NASDQ CLN EDGE | 30,864 | $591.82 萬 | 2.13% | +2,288+8.0% | 加碼 | – |
| SPDR SERIES TRUST78464A201 | ST STR SP600GRWO | 46,919 | $558.95 萬 | 2.01% | +926+2.0% | 加碼 | – |
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 47,600 | $365.09 萬 | 1.31% | −775−1.6% | 減碼 | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 37,437 | $320.05 萬 | 1.15% | +3,926+11.7% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 8,304 | $240.28 萬 | 0.86% | +67+0.8% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 8,396 | $188.69 萬 | 0.68% | +717+9.3% | 加碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 18,831 | $162.21 萬 | 0.58% | +15,186+416.6% | 加碼 | – |
| GOLDMAN SACHS ETF TR38149W630 | NASDA 100 ETF | 26,555 | $157.5 萬 | 0.57% | +1,982+8.1% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 4,838 | $147.77 萬 | 0.53% | +187+4.0% | 加碼 | – |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 15,714 | $138.14 萬 | 0.50% | +12,645+412.0% | 加碼 | – |
| ISHARES CORE S&P U.S. GROWTH ETF464287671 | ETF | 6,968 | $131.05 萬 | 0.47% | +8+0.1% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 3,390 | $125.44 萬 | 0.45% | −156−4.4% | 減碼 | – |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF78464A300 | ETF | 11,135 | $121.5 萬 | 0.44% | −849−7.1% | 減碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508 | ETF | 19,618 | $119.26 萬 | 0.43% | −2,849−12.7% | 減碼 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 1,511 | $112.86 萬 | 0.41% | −24−1.6% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 5,462 | $109.28 萬 | 0.39% | +588+12.1% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 2,896 | $108.22 萬 | 0.39% | −13−0.4% | 減碼 | 查看 |
| ISHARES TR46435G326 | CORE MSCI INTL | 11,288 | $100.47 萬 | 0.36% | +166+1.5% | 加碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 29,840 | $94.62 萬 | 0.34% | −1,415−4.5% | 減碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,296 | $89.01 萬 | 0.32% | −29−2.2% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 10,647 | $86.94 萬 | 0.31% | +8,278+349.4% | 加碼 | – |
| GEVGE VERNOVA INC COM | Stock | 712 | $83.67 萬 | 0.30% | −3−0.4% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 1,274 | $71.79 萬 | 0.26% | +27+2.2% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 1,870 | $69.76 萬 | 0.25% | +37+2.0% | 加碼 | 查看 |
| INVESCO EXCH TRD SLF IDX FD46138J593 | RUSL 2000 DYNM | 12,928 | $68.96 萬 | 0.25% | +26+0.2% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 11,608 | $66.94 萬 | 0.24% | +1,017+9.6% | 加碼 | – |
| INTCINTEL CORP COM | Stock | 4,323 | $60.36 萬 | 0.22% | −387−8.2% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 2,491 | $59.37 萬 | 0.21% | +92+3.8% | 加碼 | 查看 |
| VANGUARD NY TAX FREE FDS92204H400 | TAX EXEMPT BD | 5,580 | $58.03 萬 | 0.21% | +631+12.8% | 加碼 | – |
| PROSHARES TR74348A467 | S&P 500 DV ARIST | 10,245 | $57.53 萬 | 0.21% | +4,974+94.4% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 752 | $56.35 萬 | 0.20% | +393+109.5% | 加碼 | – |
| JANUS DETROIT STR TR47103U209 | HENDERSN SML ETF | 5,296 | $53.61 萬 | 0.19% | −31−0.6% | 減碼 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,069 | $53.49 萬 | 0.19% | 00.0% | 不變 | 查看 |
| CEFSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 12,073 | $48.57 萬 | 0.17% | 00.0% | 不變 | 查看 |
| VVISA INC COM CL A | Stock | 1,269 | $43.55 萬 | 0.16% | +26+2.1% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 1,320 | $43.21 萬 | 0.16% | +435+49.2% | 加碼 | 查看 |
| INVESCO EXCH TRD SLF IDX FD46138J619 | RUSL 1000 DYNM | 6,260 | $42.9 萬 | 0.15% | −914−12.7% | 減碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 1,602 | $40.69 萬 | 0.15% | +1+0.1% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595 | ETF | 1,091 | $39.9 萬 | 0.14% | 00.0% | 不變 | – |
| TSLATESLA INC COM | Stock | 932 | $39.2 萬 | 0.14% | +37+4.1% | 加碼 | 查看 |
| EDCONSOLIDATED EDISON INC COM | Stock | 3,361 | $37.18 萬 | 0.13% | 00.0% | 不變 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 482 | $35.5 萬 | 0.13% | +254+111.4% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 956 | $33.77 萬 | 0.12% | +57+6.3% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 1,845 | $33.02 萬 | 0.12% | +738+66.7% | 加碼 | – |
| XOMEXXON MOBIL CORP | COM | 2,411 | $32.97 萬 | 0.12% | −98−3.9% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 303 | $32.26 萬 | 0.12% | +1+0.3% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 1,952 | $28.62 萬 | 0.10% | 00.0% | 不變 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 3,783 | $28.57 萬 | 0.10% | 00.0% | 不變 | 查看 |
| NGGNATIONAL GRID PLC | SPONSORED ADR NE | 3,447 | $28.57 萬 | 0.10% | 00.0% | 不變 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 820 | $27.96 萬 | 0.10% | 00.0% | 不變 | 查看 |
| VANGUARD CONSUMER STAPLES ETF92204A207 | ETF | 1,181 | $26.63 萬 | 0.10% | +372+46.0% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 3,188 | $25.19 萬 | 0.09% | −621−16.3% | 減碼 | – |
| TRSTTRUSTCO BK CORP N Y | COM NEW | 4,467 | $24.53 萬 | 0.09% | +30+0.7% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 202 | $24.21 萬 | 0.09% | 00.0% | 不變 | 查看 |
| ISHARES TR464288323 | NEW YORK MUN ETF | 4,398 | $23.71 萬 | 0.09% | −91−2.0% | 減碼 | – |
| TAT&T INC COM | Stock | 11,154 | $23.09 萬 | 0.08% | 00.0% | 不變 | 查看 |
| BABOEING CO COM | Stock | 1,044 | $22.6 萬 | 0.08% | 00.0% | 不變 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C623 | VNG RUS2000GRW | 776 | $22.33 萬 | 0.08% | 00.0% | 不變 | – |
| VANGUARD INSTL INDEX FD922040852 | ULTR SHOR TR ETF | 2,936 | $22.21 萬 | 0.08% | +129+4.6% | 加碼 | – |
| PUTNAM ETF TRUST746729763 | FRANKLIN NY MUNI | 26,276 | $20.94 萬 | 0.08% | −1,729−6.2% | 減碼 | – |
| FIRST TR EXCH TRADED FD III33739P103 | LNG/SHT EQUITY | 2,820 | $20.81 萬 | 0.07% | +10.0% | 加碼 | – |
| VANGUARD MUN BD FDS922907696 | SHORT TAX EXEMPT | 2,644 | $20.26 萬 | 0.07% | +21+0.8% | 加碼 | – |
| WMTWALMART INC COM | Stock | 1,633 | $18.5 萬 | 0.07% | +86+5.6% | 加碼 | 查看 |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 1,082 | $18.49 萬 | 0.07% | +1,082 | 新進 | 查看 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474 | ETF | 5,927 | $17.79 萬 | 0.06% | +196+3.4% | 加碼 | – |
| VANGUARD WELLINGTON FD921935870 | SHORT TRM TAX EX | 1,786 | $17.78 萬 | 0.06% | +216+13.8% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 180 | $16.85 萬 | 0.06% | +7+4.0% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 1,910 | $16.79 萬 | 0.06% | 00.0% | 不變 | – |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 575 | $16.72 萬 | 0.06% | −50−8.0% | 減碼 | 查看 |
| COLUMBIA ETF TR I19761L706 | RESH ENHNC COR | 3,773 | $16.33 萬 | 0.06% | −1,720−31.3% | 減碼 | – |
| PEPPEPSICO INC COM | Stock | 1,195 | $16.18 萬 | 0.06% | −2−0.2% | 減碼 | 查看 |
| VANGUARD WORLD FD921910733 | ESG US STK ETF | 1,142 | $15.1 萬 | 0.05% | −270−19.1% | 減碼 | – |
| DEFIANCE QUANTUM ETF26922A420 | ETF | 891 | $14.73 萬 | 0.05% | +315+54.7% | 加碼 | – |
| CAPITAL GRP FIXED INCM ETF T14020Y888 | ULTRA SHORT ETF | 5,750 | $14.54 萬 | 0.05% | +5,750 | 新進 | – |
| FXAINVESCO CURRENCYSHARES AUSTR | AUSTRALIAN DOL | 2,112 | $14.48 萬 | 0.05% | +287+15.7% | 加碼 | 查看 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889 | ETF | 2,854 | $14.38 萬 | 0.05% | +17+0.6% | 加碼 | – |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 1,683 | $13.91 萬 | 0.05% | −90−5.1% | 減碼 | – |
| YUMYUM BRANDS INC COM | Stock | 861 | $13.77 萬 | 0.05% | 00.0% | 不變 | 查看 |
| GSKGSK PLC SPONSORED ADR | ADR | 2,485 | $13.03 萬 | 0.05% | +20+0.8% | 加碼 | 查看 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 680 | $12.96 萬 | 0.05% | 00.0% | 不變 | – |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 163 | $12.44 萬 | 0.04% | +13+8.7% | 加碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 252 | $12.05 萬 | 0.04% | 00.0% | 不變 | 查看 |
| ISHARES INC464286632 | MSCI ISRAEL ETF | 980 | $11.83 萬 | 0.04% | 00.0% | 不變 | – |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | 224 | $11.69 萬 | 0.04% | +105+88.2% | 加碼 | 查看 |
| GFSGLOBALFOUNDRIES INC ORDINARY SHARES | Stock | 1,404 | $11.57 萬 | 0.04% | 00.0% | 不變 | 查看 |
| MARMARRIOTT INTL INC NEW CL A | Stock | 296 | $10.99 萬 | 0.04% | 00.0% | 不變 | 查看 |
| LPLALPL FINL HLDGS INC | COM | 385 | $10.85 萬 | 0.04% | +100+35.1% | 加碼 | 查看 |
| FFORD MTR CO COM | Stock | 7,695 | $10.7 萬 | 0.04% | +7+0.1% | 加碼 | 查看 |
2026 年第 1 季 之後清倉（10 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 709 | $5.22 萬 | 0.03% |
| HONHoneywell Technologies | COM | 107 | $2.41 萬 | 0.01% |
| SBACSBA COMMUNICATIONS CORP | CL A | 140 | $2.41 萬 | 0.01% |
| CCICROWN CASTLE INC COM | REIT | 140 | $1.14 萬 | 0.01% |
| NVRIHARSCO CORP | COM | 375 | $7,358 | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 103 | $4,717 | 0.00% |
| HOLOGIC INC436440101 | COM | 50 | $3,780 | 0.00% |
| FIRST TR EXCHANGE-TRADED FD33739Q804 | ENERGY INM PARTN | 98 | $3,140 | 0.00% |
| CCLCARNIVAL CORP | UNIT 99/99/9999 | 100 | $2,588 | 0.00% |
| DBX ETF TR233051432 | XTRACK USD HIGH | 6 | $222 | 0.00% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/7 | 382 | $2.78 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/18 | 370 | $1.86 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/2/13 | 355 | $1.71 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/11/13 | 350 | $1.44 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/8/14 | 348 | $1.49 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/14 | 346 | $1.34 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/12 | 318 | $1.32 億 | – | SEC |