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 |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 861 | $3.73 萬 | <0.1% | −55−6.0% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 174 | $3.84 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 1,565 | $4.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 601 | $4.04 萬 | <0.1% | +601 | 新進 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 621 | $4.07 萬 | <0.1% | +2+0.3% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 452 | $4.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 511 | $4.14 萬 | <0.1% | +3+0.6% | 加碼 | – |
| AMGNAmgen Inc | Stock | 150 | $4.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 612 | $4.22 萬 | <0.1% | +5+0.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 161 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 1,814 | $4.40 萬 | <0.1% | +11+0.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 409 | $4.47 萬 | <0.1% | +11+2.8% | 加碼 | – |
| NEENextera Energy Inc | Stock | 647 | $4.49 萬 | <0.1% | +5+0.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 517 | $4.51 萬 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 507 | $4.55 萬 | <0.1% | +5+1.0% | 加碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 5,000 | $4.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 600 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 452 | $4.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 496 | $4.89 萬 | <0.1% | +2+0.4% | 加碼 | – |
| MCKMcKesson Corp | Stock | 67 | $4.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 1,679 | $4.94 萬 | <0.1% | +9+0.5% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,021 | $4.96 萬 | <0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 812 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 402 | $4.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 469 | $5.04 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 1,992 | $5.14 萬 | <0.1% | +30+1.5% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 1,620 | $5.18 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 128 | $5.21 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 1,166 | $5.21 萬 | <0.1% | +7+0.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 709 | $5.22 萬 | <0.1% | 00.0% | 不變 | – |
| LPLALPL Financial Holdings Inc. | COM | 139 | $5.22 萬 | <0.1% | +46+49.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 119 | $5.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 677 | $5.38 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 414 | $5.52 萬 | <0.1% | −37−8.2% | 減碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 557 | $5.62 萬 | <0.1% | 00.0% | 不變 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 213 | $5.66 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 251 | $5.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 411 | $5.88 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 856 | $6.02 萬 | <0.1% | 00.0% | 不變 | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 1,583 | $6.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 665 | $6.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 167 | $6.11 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 316 | $6.18 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,020 | $6.33 萬 | <0.1% | +12+1.2% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 634 | $6.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 324 | $6.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 948 | $7.03 萬 | <0.1% | +22+2.4% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,183 | $7.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 243 | $7.16 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 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 150 | $7.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 296 | $8.08 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $8.12 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 7,658 | $8.31 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 854 | $8.43 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 928 | $8.47 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 2,297 | $8.82 萬 | 0.1% | +27+1.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 349 | $8.85 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 817 | $9.00 萬 | 0.1% | −27−3.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,704 | $9.27 萬 | 0.1% | +1+0.1% | 加碼 | – |
| AXPAmerican Express Co | Stock | 292 | $9.31 萬 | 0.1% | +33+12.7% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 300 | $9.39 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,377 | $9.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,129 | $10.1 萬 | 0.1% | +2+0.2% | 加碼 | – |
| KVUEKenvue Inc. | Stock | 4,953 | $10.4 萬 | 0.1% | −393−7.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 2,318 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,817 | $11.4 萬 | 0.1% | +39+1.4% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 524 | $11.5 萬 | 0.1% | +3+0.6% | 加碼 | – |
| CATCaterpillar Inc | Stock | 311 | $12.1 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 861 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 324 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,729 | $13.6 萬 | 0.1% | +1,205+79.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 181 | $14.1 萬 | 0.1% | +23+14.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,092 | $14.4 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,333 | $14.5 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,994 | $14.5 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,770 | $14.7 萬 | 0.1% | +727+69.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 1,536 | $15.0 萬 | 0.1% | +128+9.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 1,389 | $15.3 萬 | 0.1% | −15−1.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 872 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 623 | $15.6 萬 | 0.1% | +3+0.5% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,444 | $15.8 萬 | 0.1% | −58−3.9% | 減碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 2,882 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $16.2 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 126 | $16.9 萬 | 0.1% | +6+5.0% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,360 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,669 | $17.1 萬 | 0.1% | +22+0.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 173 | $17.1 萬 | 0.1% | +11+6.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 328 | $18.1 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 988 | $18.3 萬 | 0.1% | −318−24.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,957 | $19.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,447 | $20.0 萬 | 0.1% | +4,447+444.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,077 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 729 | $23.2 萬 | 0.2% | +484+197.6% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,539 | $23.7 萬 | 0.2% | −261−5.4% | 減碼 | – |
| BABoeing Co | Stock | 1,144 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,015 | $25.0 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 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,673 | $25.6 萬 | 0.2% | +2+0.1% | 加碼 | 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 |