Graney & King, LLC
- SEC CIK
- 0002051568
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30,2025/11/13 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 350
- 較 2025 年第 2 季 +2
- 總值
- $1.44 億
- 較 2025 年第 2 季 −$454.6 萬 (−3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 159,871 | $2,202 萬 | 15.2% | +12,631+8.6% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 325,546 | $1,700 萬 | 11.8% | −14,955−4.4% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 225,293 | $1,042 萬 | 7.2% | +175,124+349.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 74,352 | $777.1 萬 | 5.4% | −162,444−68.6% | 減碼 | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 34,647 | $707.2 萬 | 4.9% | +3,862+12.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 94,510 | $662.8 萬 | 4.6% | +19,828+26.5% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 57,159 | $539.1 萬 | 3.7% | −880−1.5% | 減碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 81,489 | $527.2 萬 | 3.6% | +15,545+23.6% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 20,570 | $508.3 萬 | 3.5% | +812+4.1% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 205,983 | $476.2 萬 | 3.3% | +33,347+19.3% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 156,111 | $464.1 萬 | 3.2% | +37,760+31.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 43,872 | $242.7 萬 | 1.7% | −15,341−25.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 32,165 | $236.3 萬 | 1.6% | −2,814−8.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,608 | $219.2 萬 | 1.5% | −30−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,345 | $160.5 萬 | 1.1% | −147−4.2% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,240 | $150.2 萬 | 1.0% | −1,954−9.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $143.2 萬 | 1.0% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 51,851 | $141.6 萬 | 1.0% | −14,092−21.4% | 減碼 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,446 | $123.0 萬 | 0.9% | +352+1.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 18,194 | $122.4 萬 | 0.8% | +17,732+3,838.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,602 | $118.2 萬 | 0.8% | +102+2.9% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 13,103 | $116.2 萬 | 0.8% | −138,490−91.4% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,976 | $114.8 萬 | 0.8% | −19−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q804 | ENERGY INM PARTN | 43,429 | $113.6 萬 | 0.8% | +43,429 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,217 | $107.2 萬 | 0.7% | +39+0.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,047 | $106.0 萬 | 0.7% | −292−12.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,532 | $102.1 萬 | 0.7% | −4−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,805 | $89.7 萬 | 0.6% | −13−0.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,211 | $88.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,928 | $88.1 萬 | 0.6% | +32+1.1% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 10,917 | $87.5 萬 | 0.6% | −232−2.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,315 | $80.5 萬 | 0.6% | −115−8.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,873 | $75.4 萬 | 0.5% | −238−11.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,353 | $69.1 萬 | 0.5% | −22−0.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 12,860 | $56.6 萬 | 0.4% | +26+0.2% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,282 | $54.4 萬 | 0.4% | +57+1.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $53.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,399 | $52.7 萬 | 0.4% | +51+2.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,514 | $48.7 萬 | 0.3% | +40.0% | 加碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,509 | $46.1 萬 | 0.3% | −99−1.8% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 722 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $44.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 7,282 | $43.9 萬 | 0.3% | −765−9.5% | 減碼 | – |
| VVisa Inc. | Stock | 1,243 | $42.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,361 | $33.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,125 | $33.5 萬 | 0.2% | −33−2.8% | 減碼 | – |
| TAT&T Inc. | Stock | 11,149 | $31.5 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 695 | $30.9 萬 | 0.2% | −34−4.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,951 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,598 | $29.6 萬 | 0.2% | −75−4.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,535 | $28.6 萬 | 0.2% | +109+4.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 887 | $28.0 萬 | 0.2% | −7−0.8% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,783 | $27.5 萬 | 0.2% | −232−5.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 397 | $26.6 萬 | 0.2% | −9−2.2% | 減碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,543 | $24.2 萬 | 0.2% | +4+0.1% | 加碼 | – |
| BABoeing Co | Stock | 1,044 | $22.5 萬 | 0.2% | −100−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,077 | $22.5 萬 | 0.2% | 00.0% | 不變 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,447 | $22.0 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 887 | $21.6 萬 | 0.1% | +15+1.7% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,959 | $20.7 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 327 | $19.6 萬 | 0.1% | −1−0.3% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 625 | $19.1 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $18.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,690 | $17.2 萬 | 0.1% | +21+0.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,445 | $17.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 730 | $16.9 萬 | 0.1% | −258−26.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,194 | $16.8 萬 | 0.1% | +102+9.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 173 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,539 | $15.9 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,369 | $15.9 萬 | 0.1% | +36+0.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,995 | $15.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 126 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 2,882 | $15.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,770 | $14.9 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 307 | $14.6 萬 | 0.1% | −4−1.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 4,299 | $14.4 萬 | 0.1% | −78−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 182 | $13.8 萬 | 0.1% | +1+0.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,729 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 861 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 2,318 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,817 | $12.1 萬 | 0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 324 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,360 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 527 | $11.3 萬 | 0.1% | +3+0.6% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,828 | $10.5 萬 | 0.1% | +1,828 | 新進 | – |
| GSKGSK plc | ADR | 2,422 | $10.5 萬 | 0.1% | +125+5.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,131 | $10.3 萬 | 0.1% | +2+0.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 817 | $9.87 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 350 | $9.86 萬 | 0.1% | +1+0.3% | 加碼 | – |
| AXPAmerican Express Co | Stock | 293 | $9.72 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 300 | $9.71 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 285 | $9.49 萬 | 0.1% | +146+105.0% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 7,669 | $9.17 萬 | 0.1% | +11+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 782 | $8.97 萬 | 0.1% | −607−43.7% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 928 | $8.86 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 998 | $8.61 萬 | 0.1% | +142+16.6% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $8.23 萬 | 0.1% | 00.0% | 不變 | – |
| LNTAlliant Energy Corp | Stock | 1,183 | $7.97 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 4,777 | $7.75 萬 | 0.1% | −176−3.6% | 減碼 | 歷史 |
2025 年第 2 季之後清倉(10 檔)
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| METMetlife Inc | Stock | 421 | $3.38 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 24 | $2,958 | <0.1% | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 30 | $1,898 | <0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 13 | $1,845 | <0.1% | 歷史 |
| CWTCalifornia Water Service Group | COM | 36 | $1,637 | <0.1% | 歷史 |
| UNITUniti Group Inc. | COM | 304 | $1,314 | <0.1% | 歷史 |
| EIXEdison International | Stock | 23 | $1,187 | <0.1% | 歷史 |
| Exchange Traded Concepts Tru301505624 | BITWISE CRYPTO | 26 | $513 | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 23 | $264 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 1 | $95 | <0.1% | – |