Graney & King, LLC
- SEC CIK
- 0002051568
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 346
- 較 2024 年第 4 季 +28
- 總值
- $1.34 億
- 較 2024 年第 4 季 +$193.4 萬 (+1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 238,491 | $1,917 萬 | 14.3% | −8,466−3.4% | 減碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 369,795 | $1,724 萬 | 12.8% | +105,571+40.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 320,909 | $1,639 萬 | 12.2% | −29,914−8.5% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 141,499 | $1,109 萬 | 8.3% | +5,731+4.2% | 加碼 | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 30,001 | $551.5 萬 | 4.1% | +895+3.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 53,348 | $442.8 萬 | 3.3% | +2,589+5.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 68,889 | $423.7 萬 | 3.2% | +5,102+8.0% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 158,774 | $358.4 萬 | 2.7% | +22,955+16.9% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 18,326 | $353.7 萬 | 2.6% | +1,166+6.8% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 60,305 | $345.5 萬 | 2.6% | +4,313+7.7% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 24,827 | $319.9 萬 | 2.4% | +17,880+257.4% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 110,290 | $318.3 萬 | 2.4% | +6,552+6.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 35,137 | $218.2 萬 | 1.6% | −512−1.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,767 | $213.5 萬 | 1.6% | +5,272+12.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,704 | $193.3 萬 | 1.4% | +118+1.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,466 | $183.0 萬 | 1.4% | −1,898−2.8% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,648 | $158.1 萬 | 1.2% | +980+5.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $132.6 萬 | 1.0% | −3,555−31.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,132 | $116.2 萬 | 0.9% | −390−11.1% | 減碼 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,849 | $106.4 萬 | 0.8% | +1,335+5.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,567 | $98.0 萬 | 0.7% | +1,031+40.7% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,985 | $88.8 萬 | 0.7% | +30.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,297 | $86.2 萬 | 0.6% | +53+2.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,535 | $85.8 萬 | 0.6% | −255−14.2% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 10,995 | $75.7 萬 | 0.6% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,744 | $74.9 萬 | 0.6% | −120−3.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,430 | $73.5 萬 | 0.5% | −337−19.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,211 | $69.8 萬 | 0.5% | +11+0.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,557 | $67.0 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,941 | $65.2 萬 | 0.5% | −369−11.1% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,111 | $65.2 萬 | 0.5% | −899−29.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 15,084 | $57.3 萬 | 0.4% | +12+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $56.9 萬 | 0.4% | +379+54.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,175 | $56.3 萬 | 0.4% | −204−8.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,545 | $49.3 萬 | 0.4% | +213+4.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,204 | $43.7 萬 | 0.3% | −10−0.1% | 減碼 | – |
| VVisa Inc. | Stock | 1,243 | $43.6 萬 | 0.3% | +43+3.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,258 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,479 | $42.7 萬 | 0.3% | +40.0% | 加碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,655 | $39.6 萬 | 0.3% | −58−1.0% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 3,360 | $37.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $34.3 萬 | 0.3% | −190−1.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,951 | $33.2 萬 | 0.2% | +28+1.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 11,145 | $31.5 萬 | 0.2% | +200+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,161 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,418 | $28.8 萬 | 0.2% | +9+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,671 | $27.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,306 | $27.4 萬 | 0.2% | −187−12.5% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,800 | $25.3 萬 | 0.2% | +3+0.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 4,015 | $23.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 406 | $22.8 萬 | 0.2% | +239+143.1% | 加碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $22.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 705 | $21.5 萬 | 0.2% | −30−4.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 832 | $20.4 萬 | 0.2% | +59+7.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,077 | $20.1 萬 | 0.1% | +2+0.2% | 加碼 | – |
| BABoeing Co | Stock | 1,144 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,955 | $18.9 萬 | 0.1% | +2+0.1% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,647 | $17.0 萬 | 0.1% | +14+0.2% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,751 | $16.7 萬 | 0.1% | +10+0.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 1,090 | $16.3 萬 | 0.1% | −18−1.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 328 | $15.4 萬 | 0.1% | +106+47.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 162 | $15.3 萬 | 0.1% | +13+8.7% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 2,882 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,502 | $14.7 萬 | 0.1% | +1+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 1,404 | $14.5 萬 | 0.1% | +3+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $14.5 萬 | 0.1% | −115−12.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 872 | $13.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 861 | $13.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,992 | $13.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,293 | $13.1 萬 | 0.1% | +35+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 158 | $13.1 萬 | 0.1% | +13+9.0% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 620 | $13.0 萬 | 0.1% | +3+0.5% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,360 | $12.9 萬 | 0.1% | +1,360+136.0% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 5,346 | $12.8 萬 | 0.1% | +17+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,408 | $12.4 萬 | 0.1% | +89+6.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 324 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 521 | $11.4 萬 | 0.1% | +3+0.6% | 加碼 | – |
| NFLXNetflix Inc | Stock | 120 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 310 | $10.2 萬 | 0.1% | +2+0.6% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,127 | $10.2 萬 | 0.1% | −79−6.6% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,778 | $10.1 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 4,377 | $9.94 萬 | 0.1% | +78+1.8% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 2,318 | $9.43 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 852 | $8.89 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 2,270 | $8.79 萬 | 0.1% | +21+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,703 | $8.72 萬 | 0.1% | −777−31.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,043 | $8.53 萬 | 0.1% | −5,838−84.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $8.10 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 844 | $7.84 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 7,646 | $7.67 萬 | 0.1% | +24+0.3% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,183 | $7.61 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 1,524 | $7.60 萬 | 0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 926 | $7.47 萬 | 0.1% | −40−4.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 928 | $7.26 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 349 | $7.20 萬 | 0.1% | +1+0.3% | 加碼 | – |
| MARMarriott International Inc | Stock | 295 | $7.04 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 259 | $6.98 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 634 | $6.93 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 410 | $6.85 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 245 | $6.35 萬 | <0.1% | +38+18.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（8 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 906 | $5.20 萬 | <0.1% | – |
| iShares Tr464287192 | US TRSPRTION | 438 | $2.96 萬 | <0.1% | – |
| Vanguard Energy ETF92204A306 | ETF | 179 | $2.17 萬 | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 1,000 | $4,740 | <0.1% | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 74 | $2,008 | <0.1% | – |
| JXNJackson Financial Inc. | COM CL A | 21 | $1,810 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 238 | $1,221 | <0.1% | 歷史 |
| AVNWAviat Networks, Inc. | COM NEW | 16 | $290 | <0.1% | 歷史 |