Graney & King, LLC
- SEC CIK
- 0002051568
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 355
- 較 2025 年第 3 季 +5
- 總值
- $1.71 億
- 較 2025 年第 3 季 +$2,655 萬 (+18.4%)
| 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 | 168,572 | $2,380 萬 | 13.9% | +8,701+5.4% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 332,028 | $1,753 萬 | 10.3% | +6,482+2.0% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 301,405 | $1,388 萬 | 8.1% | +76,112+33.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 134,778 | $974.7 萬 | 5.7% | +40,268+42.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 88,802 | $947.5 萬 | 5.5% | +14,450+19.4% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 360,328 | $813.6 萬 | 4.8% | +154,345+74.9% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 265,511 | $779.7 萬 | 4.6% | +109,400+70.1% | 加碼 | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 35,103 | $739.4 萬 | 4.3% | +456+1.3% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 107,565 | $704.3 萬 | 4.1% | +26,076+32.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 22,710 | $574.4 萬 | 3.4% | +2,140+10.4% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 51,366 | $483.8 萬 | 2.8% | −5,793−10.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 59,475 | $413.2 萬 | 2.4% | +41,281+226.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 47,278 | $368.2 萬 | 2.2% | +28,038+145.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q804 | ENERGY INM PARTN | 121,959 | $322.5 萬 | 1.9% | +78,530+180.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 33,318 | $251.4 萬 | 1.5% | +1,153+3.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,250 | $224.3 萬 | 1.3% | −358−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,316 | $161.8 萬 | 0.9% | −29−0.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $146.7 萬 | 0.9% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 22,691 | $128.9 萬 | 0.8% | −21,181−48.3% | 減碼 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 24,298 | $128.5 萬 | 0.8% | +852+3.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,603 | $120.8 萬 | 0.7% | +10.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 43,369 | $119.0 萬 | 0.7% | −8,482−16.4% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,954 | $116.8 萬 | 0.7% | −22−0.3% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 12,354 | $112.4 萬 | 0.7% | −749−5.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,299 | $110.9 萬 | 0.6% | +82+1.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,531 | $104.4 萬 | 0.6% | −1−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,048 | $99.0 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 11,122 | $91.7 萬 | 0.5% | +205+1.9% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,928 | $90.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,805 | $89.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,265 | $83.5 萬 | 0.5% | +54+4.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,324 | $83.1 萬 | 0.5% | +9+0.7% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,691 | $69.8 萬 | 0.4% | −182−9.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,369 | $68.7 萬 | 0.4% | +16+0.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 12,877 | $57.3 萬 | 0.3% | +17+0.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,399 | $55.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,245 | $54.6 萬 | 0.3% | −37−0.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $53.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,537 | $49.4 萬 | 0.3% | +23+0.2% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 722 | $47.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 7,296 | $44.6 萬 | 0.3% | +14+0.2% | 加碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,352 | $43.7 萬 | 0.3% | −157−2.8% | 減碼 | – |
| VVisa Inc. | Stock | 1,243 | $43.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 895 | $40.2 萬 | 0.2% | +200+28.8% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,361 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,599 | $33.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,091 | $33.0 萬 | 0.2% | −34−3.0% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 3,783 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,543 | $30.6 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 888 | $28.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,952 | $28.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 887 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 11,151 | $27.7 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 358 | $24.5 萬 | 0.1% | −39−9.8% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,547 | $24.3 萬 | 0.1% | +4+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,107 | $23.5 萬 | 0.1% | +30+2.8% | 加碼 | – |
| BABoeing Co | Stock | 1,044 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,493 | $22.4 萬 | 0.1% | +46+0.8% | 加碼 | – |
| Putnam ETF Trust746729763 | FRANKLIN NY MUNI | 27,850 | $21.8 萬 | 0.1% | +27,850 | 新進 | – |
| LLYEli Lilly & Co | Stock | 202 | $21.7 萬 | 0.1% | +20+11.0% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,961 | $21.0 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 328 | $20.1 萬 | 0.1% | +1+0.3% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 625 | $18.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $18.3 萬 | 0.1% | 00.0% | 不變 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,405 | $18.2 萬 | 0.1% | +36+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 308 | $17.6 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,717 | $17.3 萬 | 0.1% | +27+0.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 1,539 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,194 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,412 | $17.1 萬 | 0.1% | −33−2.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 735 | $16.8 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 2,838 | $16.5 萬 | 0.1% | +1,010+55.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,996 | $16.0 萬 | 0.1% | +1+0.1% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 1,570 | $15.9 萬 | 0.1% | +1,173+295.5% | 加碼 | – |
| INTCIntel Corp | Stock | 4,299 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 1,485 | $15.3 萬 | 0.1% | +1,485 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 173 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,770 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI India ETF46429B598 | ETF | 2,682 | $14.5 萬 | 0.1% | −200−6.9% | 減碼 | – |
| YUMYum Brands Inc | Stock | 861 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,837 | $12.6 萬 | 0.1% | +20+0.7% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,409 | $12.0 萬 | 0.1% | −320−11.7% | 減碼 | – |
| GSKGSK plc | ADR | 2,444 | $12.0 萬 | 0.1% | +22+0.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,260 | $11.8 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 770 | $11.8 萬 | 0.1% | +770 | 新進 | – |
| SYKStryker Corp | Stock | 324 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 530 | $11.2 萬 | 0.1% | +3+0.6% | 加碼 | – |
| AXPAmerican Express Co | Stock | 293 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286632 | MSCI ISRAEL ETF | 980 | $10.8 萬 | 0.1% | +980 | 新進 | – |
| LPLALPL Financial Holdings Inc. | COM | 285 | $10.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 701 | $10.1 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| FFord Motor Co | Stock | 7,678 | $10.1 萬 | 0.1% | +9+0.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 928 | $9.27 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 782 | $9.24 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 296 | $9.19 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 300 | $8.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 4,573 | $7.89 萬 | <0.1% | −204−4.3% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,183 | $7.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $8.23 萬 | 0.1% | – |
| SMCISuper Micro Computer, Inc. | Stock | 400 | $1.92 萬 | <0.1% | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 1,000 | $1.25 萬 | <0.1% | – |
| AAAlcoa Corp | Stock | 300 | $9,867 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 70 | $9,427 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 99 | $9,244 | <0.1% | – |
| AVXLAnavex Life Sciences Corp. | COM NEW | 1,000 | $8,900 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 55 | $6,131 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 52 | $5,783 | <0.1% | – |
| AIC3.ai, Inc. | Stock | 200 | $3,468 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 22 | $1,918 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 22 | $1,786 | <0.1% | – |
| DGDollar General Corp | COM | 14 | $1,446 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 4 | $712 | <0.1% | 歷史 |