GREENWOOD CAPITAL ASSOCIATES LLC
GREENWOOD SC · SEC CIK 0001161822
$9.08亿2026Q1 申报市值
286持仓数
25.3%前十大占比 · 第一大 4.0%
54 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DOW 加仓+$657.31万
AMGN 加仓+$574.15万
TMUS 新建仓+$491.70万
P 新建仓+$484.30万
SLB 新建仓+$459.85万
2026Q1 卖出最多 按季末市值估算
ASML 清仓-$788.17万
APH 清仓-$633.94万
SYK 清仓-$597.52万
EOG 清仓-$515.03万
LNG 重新持有-$475.16万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,609.97万 | 3.98% | 55,265 | -4,360 | -7.3% | -$284.80万 | 减仓 |
| AAPL | APPLE INC | $3,579.85万 | 3.94% | 141,056 | -5,937 | -4.0% | -$150.67万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $2,772.39万 | 3.05% | 382,874 | 4,225 | 1.1% | $30.59万 | 加仓 |
| GOOGL | ALPHABET INC | $2,708.56万 | 2.98% | 94,191 | -10,749 | -10.2% | -$309.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,636.99万 | 2.91% | 71,237 | 6,757 | 10.5% | $250.12万 | 加仓 |
| AMZN | AMAZON COM INC | $1,642.73万 | 1.81% | 78,875 | -3,160 | -3.9% | -$65.81万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,564.42万 | 1.72% | 460,529 | 70,298 | 18.0% | $238.80万 | 加仓 |
| EMXC | ISHARES INC | $1,508.66万 | 1.66% | 191,795 | -736 | -0.4% | -$5.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,497.36万 | 1.65% | 31,247 | -2,743 | -8.1% | -$131.44万 | 减仓 |
| GVI | ISHARES TR | $1,479.23万 | 1.63% | 138,660 | 1,775 | 1.3% | $18.94万 | 加仓 |
| AGG | ISHARES TR | $1,402.71万 | 1.55% | 141,303 | 5,778 | 4.3% | $57.36万 | 加仓 |
| IPAC | ISHARES TR | $1,398.82万 | 1.54% | 182,829 | 5,772 | 3.3% | $44.16万 | 加仓 |
| IXUS | ISHARES TR | $1,198.43万 | 1.32% | 138,323 | 2,867 | 2.1% | $24.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,175.34万 | 1.30% | 48,490 | 2,534 | 5.5% | $61.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,153.03万 | 1.27% | 47,170 | -1,639 | -3.4% | -$40.06万 | 减仓 |
| LLY | ELI LILLY & CO | $1,104.99万 | 1.22% | 12,014 | -411 | -3.3% | -$37.80万 | 减仓 |
| AMGN | AMGEN INC | $1,071.17万 | 1.18% | 30,444 | 16,318 | 115.5% | $574.15万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $987.78万 | 1.09% | 130,417 | 2,254 | 1.8% | $17.07万 | 加仓 |
| AVGO | BROADCOM INC | $986.56万 | 1.09% | 31,875 | -3,857 | -10.8% | -$119.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $976.88万 | 1.08% | 33,209 | -4,991 | -13.1% | -$146.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $974.65万 | 1.07% | 60,794 | 8,497 | 16.2% | $136.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $971.98万 | 1.07% | 166,037 | -4,720 | -2.8% | -$27.63万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $948.54万 | 1.05% | 102,125 | -3,170 | -3.0% | -$29.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $934.10万 | 1.03% | 48,115 | -590 | -1.2% | -$11.45万 | 减仓 |
| — | EXXON MOBIL CORP | $909.80万 | 1.00% | 53,625 | -12,301 | -18.7% | -$208.70万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $878.64万 | 0.97% | 123,909 | 1,912 | 1.6% | $13.56万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $870.07万 | 0.96% | 11,261 | -267 | -2.3% | -$20.63万 | 减仓 |
| NFLX | NETFLIX INC. | $817.82万 | 0.90% | 85,057 | 22,369 | 35.7% | $215.08万 | 加仓 |
| DOW | DOW HLDGS INC | $798.80万 | 0.88% | 191,789 | 157,817 | 464.6% | $657.31万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $777.94万 | 0.86% | 137,494 | 3,203 | 2.4% | $18.12万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $772.83万 | 0.85% | 164,372 | 29,376 | 21.8% | $138.12万 | 加仓 |
| CSCO | CISCO SYS INC | $762.21万 | 0.84% | 98,235 | -15,217 | -13.4% | -$118.07万 | 减仓 |
| QCOM | QUALCOMM INC | $759.47万 | 0.84% | 58,974 | 30,960 | 110.5% | $398.70万 | 加仓 |
| META | META PLATFORMS INC | $757.10万 | 0.83% | 13,233 | -676 | -4.9% | -$38.68万 | 减仓 |
| MCD | MCDONALDS CORP | $748.01万 | 0.82% | 24,068 | 2,667 | 12.5% | $82.89万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $737.42万 | 0.81% | 60,385 | -164 | -0.3% | -$2.00万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $730.01万 | 0.80% | 155,487 | 6,527 | 4.4% | $30.64万 | 加仓 |
| TJX | TJX COS INC NEW | $718.75万 | 0.79% | 45,006 | -1,181 | -2.6% | -$18.86万 | 减仓 |
| NKE | NIKE INC | $695.84万 | 0.77% | 131,738 | -2,672 | -2.0% | -$14.11万 | 减仓 |
| MS | MORGAN STANLEY | $691.06万 | 0.76% | 41,992 | -13,814 | -24.8% | -$227.34万 | 减仓 |
| IEF | ISHARES TR | $672.96万 | 0.74% | 70,511 | 2,950 | 4.4% | $28.15万 | 加仓 |
| GE | GE AEROSPACE | $668.02万 | 0.74% | 23,541 | -132 | -0.6% | -$3.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $654.12万 | 0.72% | 15,073 | -320 | -2.1% | -$13.89万 | 减仓 |
| HD | HOME DEPOT INC | $647.29万 | 0.71% | 19,681 | -3,091 | -13.6% | -$101.66万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $637.65万 | 0.70% | 407,441 | 25,265 | 6.6% | $39.54万 | 加仓 |
| CME | CME GROUP INC | $637.34万 | 0.70% | 21,579 | -2,669 | -11.0% | -$78.83万 | 减仓 |
| KO | COCA COLA CO | $624.88万 | 0.69% | 82,167 | 5,265 | 6.8% | $40.04万 | 加仓 |
| ETN | EATON CORP PLC | $604.61万 | 0.67% | 16,904 | -202 | -1.2% | -$7.22万 | 减仓 |
| WMT | WALMART INC | $596.42万 | 0.66% | 47,990 | -14,684 | -23.4% | -$182.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $595.65万 | 0.66% | 22,013 | 7,218 | 48.8% | $195.31万 | 加仓 |
| MDT | MEDTRONIC PLC | $569.72万 | 0.63% | 65,749 | -18,868 | -22.3% | -$163.49万 | 减仓 |
| BAC | BANK AMERICA CORP | $550.04万 | 0.61% | 112,829 | -3,053 | -2.6% | -$14.88万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $549.92万 | 0.61% | 58,465 | 5,027 | 9.4% | $47.28万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $543.36万 | 0.60% | 180,398 | -142,082 | -44.1% | -$427.95万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $540.36万 | 0.60% | 12,101 | -221 | -1.8% | -$9.87万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $529.46万 | 0.58% | 41,598 | 12,195 | 41.5% | $155.22万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $527.24万 | 0.58% | 73,462 | 24,044 | 48.7% | $172.56万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $526.32万 | 0.58% | 95,080 | 22,068 | 30.2% | $122.16万 | 加仓 |
| DE | DEERE & CO | $506.18万 | 0.56% | 8,986 | -2,661 | -22.8% | -$149.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $505.98万 | 0.56% | 51,083 | 16,393 | 47.3% | $162.37万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $499.52万 | 0.55% | 25,255 | -3,625 | -12.6% | -$71.70万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $498.76万 | 0.55% | 99,117 | 10,246 | 11.5% | $51.56万 | 加仓 |
| SPGI | S&P GLOBAL INC | $497.69万 | 0.55% | 11,701 | 9,897 | 548.6% | $420.96万 | 加仓 |
| IJH | ISHARES TR | $492.80万 | 0.54% | 72,975 | -36,050 | -33.1% | -$243.45万 | 减仓 |
| TMUS | T-MOBILE US INC | $491.70万 | 0.54% | 23,411 | 23,411 | — | $491.70万 | 新建仓 |
| P | EVERPURE INC | $484.30万 | 0.53% | 82,029 | 82,029 | — | $484.30万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $483.85万 | 0.53% | 8,383 | -118 | -1.4% | -$6.81万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $473.70万 | 0.52% | 58,764 | 6,118 | 11.6% | $49.32万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $468.90万 | 0.52% | 58,191 | 7,950 | 15.8% | $64.06万 | 加仓 |
| SLB | SLB LIMITED | $459.85万 | 0.51% | 89,482 | 89,482 | — | $459.85万 | 新建仓 |
| FYLD | CAMBRIA ETF TR | $437.49万 | 0.48% | 117,180 | 62,542 | 114.5% | $233.50万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $436.50万 | 0.48% | 102,609 | 41,519 | 68.0% | $176.62万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $433.20万 | 0.48% | 15,513 | 362 | 2.4% | $10.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $429.79万 | 0.47% | 21,127 | 1,561 | 8.0% | $31.76万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $424.88万 | 0.47% | 189,762 | 189,762 | — | $424.88万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $424.67万 | 0.47% | 72,248 | 20,187 | 38.8% | $118.66万 | 加仓 |
| ADBE | ADOBE INC | $422.38万 | 0.47% | 17,376 | 17,376 | — | $422.38万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $415.16万 | 0.46% | 9,962 | -155 | -1.5% | -$6.46万 | 减仓 |
| HSY | HERSHEY CO | $412.00万 | 0.45% | 19,818 | 19,818 | — | $412.00万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $405.32万 | 0.45% | 108,113 | 13,103 | 13.8% | $49.12万 | 加仓 |
| GOOG | ALPHABET INC | $387.35万 | 0.43% | 13,503 | -89 | -0.7% | -$2.55万 | 减仓 |
| CRH | CRH PLC | $386.65万 | 0.43% | 36,782 | -23,465 | -38.9% | -$246.66万 | 减仓 |
| EMR | EMERSON ELEC CO | $377.83万 | 0.42% | 28,837 | -429 | -1.5% | -$5.62万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $363.57万 | 0.40% | 52,410 | 52,410 | — | $363.57万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $329.88万 | 0.36% | 16,236 | 4,766 | 41.6% | $96.84万 | 加仓 |
| IJR | ISHARES TR | $305.75万 | 0.34% | 24,596 | -392 | -1.6% | -$4.87万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $292.22万 | 0.32% | 9,668 | 139 | 1.5% | $4.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $289.31万 | 0.32% | 13,983 | -600 | -4.1% | -$12.41万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $288.80万 | 0.32% | 57,529 | -17,481 | -23.3% | -$87.75万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $287.61万 | 0.32% | 21,965 | -5,831 | -21.0% | -$76.35万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $243.84万 | 0.27% | 36,520 | 3,835 | 11.7% | $25.61万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $242.01万 | 0.27% | 63,688 | 6,586 | 11.5% | $25.03万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $233.74万 | 0.26% | 51,678 | 51,678 | — | $233.74万 | 新建仓 |
| PFFD | GLOBAL X FDS | $231.80万 | 0.26% | 125,979 | 3,384 | 2.8% | $6.23万 | 加仓 |
| D | DOMINION ENERGY INC | $227.62万 | 0.25% | 36,819 | 101 | 0.3% | $6,244 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $226.44万 | 0.25% | 35,210 | 4,552 | 14.8% | $29.27万 | 加仓 |
| TGT | TARGET CORP | $219.00万 | 0.24% | 18,069 | 18,069 | — | $219.00万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $208.15万 | 0.23% | 13,759 | 13,759 | — | $208.15万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $202.63万 | 0.22% | 33,409 | 1,344 | 4.2% | $8.15万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $197.37万 | 0.22% | 35,937 | 2,722 | 8.2% | $14.95万 | 加仓 |