Graney & King, LLC
- SEC CIK
- 0002051568
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/18 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 370
- 較 2025 年第 4 季 +15
- 總值
- $1.86 億
- 較 2025 年第 4 季 +$1,453 萬 (+8.5%)
| 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 | 174,183 | $2,525 萬 | 13.6% | +5,611+3.3% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 372,385 | $1,863 萬 | 10.0% | +40,357+12.2% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 315,006 | $1,437 萬 | 7.7% | +13,601+4.5% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 211,453 | $1,419 萬 | 7.6% | +103,888+96.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 148,332 | $1,085 萬 | 5.8% | +13,554+10.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 95,354 | $933.6 萬 | 5.0% | +6,552+7.4% | 加碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 376,158 | $835.8 萬 | 4.5% | +15,830+4.4% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 280,762 | $806.3 萬 | 4.3% | +15,251+5.7% | 加碼 | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 36,308 | $780.5 萬 | 4.2% | +1,205+3.4% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 22,909 | $544.4 萬 | 2.9% | +199+0.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 71,449 | $487.9 萬 | 2.6% | +11,974+20.1% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 28,576 | $467.4 萬 | 2.5% | +27,806+3,611.2% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 45,993 | $444.4 萬 | 2.4% | −5,373−10.5% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 48,375 | $373.4 萬 | 2.0% | +1,097+2.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 33,511 | $258.4 萬 | 1.4% | +193+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,237 | $209.0 萬 | 1.1% | −13−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,645 | $159.2 萬 | 0.9% | +329+9.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $150.7 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 22,467 | $127.1 萬 | 0.7% | −224−1.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,651 | $121.8 萬 | 0.7% | +352+8.2% | 加碼 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 24,573 | $121.6 萬 | 0.7% | +275+1.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,546 | $113.8 萬 | 0.6% | −57−1.6% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,984 | $113.3 萬 | 0.6% | −370−3.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,069 | $112.8 萬 | 0.6% | +1,378+81.5% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,960 | $108.0 萬 | 0.6% | +6+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,535 | $99.8 萬 | 0.5% | +4+0.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,255 | $95.9 萬 | 0.5% | −12,114−27.9% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 11,122 | $92.9 萬 | 0.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,874 | $85.0 萬 | 0.5% | +69+1.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,909 | $82.6 萬 | 0.4% | −19−0.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,325 | $79.2 萬 | 0.4% | +1+0.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,247 | $71.4 萬 | 0.4% | −18−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,369 | $68.0 萬 | 0.4% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,833 | $67.9 萬 | 0.4% | −215−10.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 715 | $62.4 萬 | 0.3% | −7−1.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 12,902 | $58.4 萬 | 0.3% | +25+0.2% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $57.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,271 | $55.9 萬 | 0.3% | +26+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $51.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,591 | $51.2 萬 | 0.3% | +54+0.5% | 加碼 | – |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 4,949 | $50.7 萬 | 0.3% | +3,464+233.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,399 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 7,174 | $43.1 萬 | 0.2% | −122−1.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,509 | $42.6 萬 | 0.2% | −34−1.3% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,327 | $42.3 萬 | 0.2% | −25−0.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,601 | $39.1 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,361 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,243 | $37.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,783 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 895 | $33.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,091 | $33.0 萬 | 0.2% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 11,154 | $32.3 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,809 | $30.2 萬 | 0.2% | +3,132+462.6% | 加碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,447 | $29.2 萬 | 0.2% | +48+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,952 | $28.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 885 | $26.0 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 899 | $25.8 萬 | 0.1% | +12+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,107 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,489 | $23.8 萬 | 0.1% | −58−1.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $23.4 萬 | 0.1% | +1+0.3% | 加碼 | – |
| Putnam ETF Trust746729763 | FRANKLIN NY MUNI | 28,005 | $21.8 萬 | 0.1% | +155+0.6% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 625 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 302 | $21.4 萬 | 0.1% | −6−1.9% | 減碼 | 歷史 |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,493 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,807 | $21.2 萬 | 0.1% | +2,807 | 新進 | – |
| INTCIntel Corp | Stock | 4,710 | $20.8 萬 | 0.1% | +411+9.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,044 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907696 | SHORT TAX EXEMPT | 2,623 | $20.0 萬 | 0.1% | +2,623 | 新進 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,819 | $19.8 萬 | 0.1% | −142−4.8% | 減碼 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,437 | $19.4 萬 | 0.1% | +32+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,547 | $19.2 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,197 | $18.6 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 202 | $18.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 809 | $18.2 萬 | 0.1% | +279+52.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $17.8 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 173 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,731 | $17.2 萬 | 0.1% | +14+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 740 | $16.1 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 1,570 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,412 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,773 | $14.7 萬 | 0.1% | +3+0.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,910 | $14.6 萬 | 0.1% | −86−4.3% | 減碼 | – |
| GSKGSK plc | ADR | 2,465 | $13.6 萬 | 0.1% | +21+0.9% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 861 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 228 | $13.2 萬 | 0.1% | −100−30.5% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 820 | $13.1 萬 | 0.1% | +496+153.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,837 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| FXAInvesco CurrencyShares Australian Dollar Trust | AUSTRALIAN DOL | 1,825 | $12.5 萬 | 0.1% | +1,825 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,260 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,374 | $11.8 萬 | 0.1% | −35−1.5% | 減碼 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 980 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 324 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,129 | $10.6 萬 | 0.1% | +201+21.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 3,633 | $10.6 萬 | 0.1% | +3,633 | 新進 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,843 | $10.2 萬 | 0.1% | −995−35.1% | 減碼 | – |
| MARMarriott International Inc | Stock | 296 | $9.69 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 2,005 | $9.39 萬 | 0.1% | −677−25.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 680 | $9.03 萬 | <0.1% | −21−3.0% | 減碼 | – |
| CVXChevron Corp | Stock | 434 | $8.97 萬 | <0.1% | −30−6.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 293 | $8.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（13 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KHCKraft Heinz Co | Stock | 2,560 | $6.21 萬 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 128 | $5.71 萬 | <0.1% | – |
| AGNTAGNT, Inc. | COM | 5,000 | $4.53 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 600 | $3.43 萬 | <0.1% | – |
| RGAReinsurance Group of America Inc | COM NEW | 107 | $2.18 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 51 | $9,066 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 182 | $8,130 | <0.1% | – |
| MCDMcDonalds Corp | Stock | 22 | $6,570 | <0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 96 | $6,437 | <0.1% | – |
| WDFCWD 40 Co | COM | 31 | $6,011 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 14 | $5,501 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 43 | $4,859 | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9 | $702 | <0.1% | – |