Graney & King, LLC
- SEC CIK
- 0002051568
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 348
- 較 2025 年第 1 季 +2
- 總值
- $1.49 億
- 較 2025 年第 1 季 +$1,469 萬 (+10.9%)
| 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 | 236,796 | $2,257 萬 | 15.1% | −1,695−0.7% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 147,240 | $1,932 萬 | 13.0% | +122,413+493.1% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 340,501 | $1,696 萬 | 11.4% | −29,294−7.9% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 151,593 | $1,209 萬 | 8.1% | +10,094+7.1% | 加碼 | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 30,785 | $591.5 萬 | 4.0% | +784+2.6% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 58,039 | $515.1 萬 | 3.5% | +4,691+8.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 74,682 | $504.1 萬 | 3.4% | +5,793+8.4% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 19,758 | $448.7 萬 | 3.0% | +1,432+7.8% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 65,944 | $403.1 萬 | 2.7% | +5,639+9.4% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 172,636 | $389.6 萬 | 2.6% | +13,862+8.7% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 118,351 | $346.5 萬 | 2.3% | +8,061+7.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 59,213 | $309.9 萬 | 2.1% | −261,696−81.5% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 34,979 | $241.7 萬 | 1.6% | −158−0.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 50,169 | $229.5 萬 | 1.5% | +3,402+7.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,638 | $177.2 萬 | 1.2% | −66−0.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,943 | $174.7 萬 | 1.2% | +477+0.7% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 21,194 | $163.9 萬 | 1.1% | +546+2.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,492 | $153.1 萬 | 1.0% | +360+11.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $135.7 萬 | 0.9% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,339 | $116.3 萬 | 0.8% | +42+1.8% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,094 | $115.0 萬 | 0.8% | −755−3.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,500 | $106.4 萬 | 0.7% | −67−1.9% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,995 | $105.2 萬 | 0.7% | +10+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,178 | $99.0 萬 | 0.7% | +1,237+42.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,536 | $94.9 萬 | 0.6% | +1+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,211 | $89.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 11,149 | $84.8 萬 | 0.6% | +154+1.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,430 | $81.2 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,111 | $77.3 萬 | 0.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,818 | $76.1 萬 | 0.5% | +273+6.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,896 | $74.5 萬 | 0.5% | −848−22.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,375 | $66.5 萬 | 0.4% | +200+9.2% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,225 | $52.6 萬 | 0.4% | −1,332−20.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $51.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,348 | $51.5 萬 | 0.3% | +90+4.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 12,834 | $51.4 萬 | 0.3% | −2,250−14.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,047 | $46.5 萬 | 0.3% | −157−1.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,510 | $44.8 萬 | 0.3% | +31+0.3% | 加碼 | – |
| VVisa Inc. | Stock | 1,243 | $44.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,608 | $43.5 萬 | 0.3% | −47−0.8% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 722 | $38.2 萬 | 0.3% | +17+2.4% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,360 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 11,147 | $32.3 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,158 | $32.1 萬 | 0.2% | −3−0.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,951 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,426 | $26.2 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 894 | $25.9 萬 | 0.2% | +62+7.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,673 | $25.6 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 406 | $25.2 萬 | 0.2% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 4,015 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,144 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,539 | $23.7 萬 | 0.2% | −261−5.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 729 | $23.2 萬 | 0.2% | +484+197.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,077 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,447 | $20.0 萬 | 0.1% | +4,447+444.7% | 加碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,957 | $19.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 988 | $18.3 萬 | 0.1% | −318−24.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 328 | $18.1 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 173 | $17.1 萬 | 0.1% | +11+6.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,669 | $17.1 萬 | 0.1% | +22+0.4% | 加碼 | – |
| TTDTrade Desk, Inc. | Stock | 2,360 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 126 | $16.9 萬 | 0.1% | +6+5.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $16.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI India ETF46429B598 | ETF | 2,882 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,444 | $15.8 萬 | 0.1% | −58−3.9% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 623 | $15.6 萬 | 0.1% | +3+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 872 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 1,389 | $15.3 萬 | 0.1% | −15−1.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,536 | $15.0 萬 | 0.1% | +128+9.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,770 | $14.7 萬 | 0.1% | +727+69.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,994 | $14.5 萬 | 0.1% | +2+0.1% | 加碼 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,333 | $14.5 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,092 | $14.4 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 181 | $14.1 萬 | 0.1% | +23+14.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,729 | $13.6 萬 | 0.1% | +1,205+79.1% | 加碼 | – |
| SYKStryker Corp | Stock | 324 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 861 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 311 | $12.1 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 524 | $11.5 萬 | 0.1% | +3+0.6% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,817 | $11.4 萬 | 0.1% | +39+1.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 2,318 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| KVUEKenvue Inc. | Stock | 4,953 | $10.4 萬 | 0.1% | −393−7.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,129 | $10.1 萬 | 0.1% | +2+0.2% | 加碼 | – |
| INTCIntel Corp | Stock | 4,377 | $9.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 300 | $9.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 292 | $9.31 萬 | 0.1% | +33+12.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,704 | $9.27 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 817 | $9.00 萬 | 0.1% | −27−3.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 349 | $8.85 萬 | 0.1% | 00.0% | 不變 | – |
| GSKGSK plc | ADR | 2,297 | $8.82 萬 | 0.1% | +27+1.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 928 | $8.47 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 854 | $8.43 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 7,658 | $8.31 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $8.12 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 296 | $8.08 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 150 | $7.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 792 | $7.58 萬 | 0.1% | −959−54.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 243 | $7.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉(5 檔)
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288760 | US AER DEF ETF | 334 | $5.11 萬 | <0.1% | – |
| FITBFifth Third Bancorp | COM | 346 | $1.36 萬 | <0.1% | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 417 | $1.06 萬 | <0.1% | – |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 500 | $9,585 | <0.1% | – |
| PSECProspect Capital Corp | COM | 8 | $33 | <0.1% | 歷史 |