GREENLEAF TRUST
KALAMAZOO MI · SEC CIK 0001162170
$101.78亿2026Q1 申报市值
804持仓数
73.9%前十大占比 · 第一大 51.5%
42 / 44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
SPYM 加仓+$7,133.38万
JAAA 加仓+$2,018.91万
IEF 加仓+$1,817.18万
SPDW 加仓+$1,359.33万
SHV 新建仓+$745.61万
2026Q1 卖出最多 按季末市值估算
SYK 减仓-$2.06亿
IVV 减仓-$4,930.56万
GSY 减仓-$1,260.32万
IEFA 减仓-$1,096.99万
PYPL 减仓-$807.36万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | Berkshire Hathaway Inc Del Cl | $1,005.40万 | 0.10% | 14 | 0 | 0.0% | — | 不变 |
| SDY | State Street SPDR S&P Dividend | $1,060.69万 | 0.10% | 72,680 | 312 | 0.4% | $4.55万 | 加仓 |
| LRCX | Lam Research Corp | $1,099.79万 | 0.11% | 51,474 | -507 | -1.0% | -$10.83万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight | $1,111.83万 | 0.11% | 57,932 | -2,328 | -3.9% | -$44.68万 | 减仓 |
| ADBE | Adobe Systems Inc | $1,114.33万 | 0.11% | 45,842 | -135 | -0.3% | -$3.28万 | 减仓 |
| CAT | Caterpillar Inc | $1,130.77万 | 0.11% | 15,961 | 675 | 4.4% | $47.82万 | 加仓 |
| DG | Dollar General Corp | $1,207.59万 | 0.12% | 101,709 | -5,007 | -4.7% | -$59.45万 | 减仓 |
| COST | Costco Wholesale Corp | $1,223.62万 | 0.12% | 12,280 | 78 | 0.6% | $7.77万 | 加仓 |
| BKNG | Booking Holdings Inc | $1,224.78万 | 0.12% | 2,909 | -7 | -0.2% | -$2.95万 | 减仓 |
| EFG | iShares MSCI EAFE Growth ETF | $1,289.65万 | 0.13% | 115,799 | -2,812 | -2.4% | -$31.32万 | 减仓 |
| ABBV | AbbVie Inc | $1,299.24万 | 0.13% | 59,738 | -931 | -1.5% | -$20.25万 | 减仓 |
| GVI | iShares Intermediate Gov/Credi | $1,349.53万 | 0.13% | 126,503 | -5,301 | -4.0% | -$56.55万 | 减仓 |
| MA | Mastercard Inc CL A | $1,378.51万 | 0.14% | 27,589 | -1,005 | -3.5% | -$50.22万 | 减仓 |
| ROP | Roper Technologies Inc. | $1,404.15万 | 0.14% | 39,681 | 2,047 | 5.4% | $72.44万 | 加仓 |
| HD | Home Depot Inc | $1,456.16万 | 0.14% | 44,275 | 3,004 | 7.3% | $98.80万 | 加仓 |
| ITOT | Ishares Core S&P Total US | $1,536.96万 | 0.15% | 107,910 | -431 | -0.4% | -$6.14万 | 减仓 |
| TJX | TJX Companies, Inc | $1,549.84万 | 0.15% | 97,047 | -42,618 | -30.5% | -$680.61万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $1,562.81万 | 0.15% | 125,749 | -7,037 | -5.3% | -$87.46万 | 减仓 |
| DHR | Danaher Corporation | $1,573.40万 | 0.15% | 82,985 | 402 | 0.5% | $7.62万 | 加仓 |
| MDLZ | Mondelez International Inc Cl | $1,713.49万 | 0.17% | 297,274 | -978 | -0.3% | -$5.64万 | 减仓 |
| EFV | Ishares MSCI EAFE Value ETF | $1,781.15万 | 0.17% | 239,563 | -6,322 | -2.6% | -$47.00万 | 减仓 |
| — | Exxon Mobil Corp | $1,850.96万 | 0.18% | 109,098 | 8,982 | 9.0% | $152.39万 | 加仓 |
| LLY | Lilly Eli & Co | $1,887.55万 | 0.19% | 20,522 | -193 | -0.9% | -$17.75万 | 减仓 |
| AMT | American Tower Corporation | $1,907.32万 | 0.19% | 110,518 | -3,031 | -2.7% | -$52.31万 | 减仓 |
| CRM | Salesforce, Inc. | $1,926.12万 | 0.19% | 103,183 | 4,577 | 4.6% | $85.44万 | 加仓 |
| TSLA | Tesla Mtrs Inc | $1,964.36万 | 0.19% | 52,841 | -776 | -1.4% | -$28.85万 | 减仓 |
| JNJ | Johnson & Johnson | $2,079.84万 | 0.20% | 85,086 | 2,036 | 2.5% | $49.77万 | 加仓 |
| — | Honeywell International Inc | $2,494.49万 | 0.25% | 110,361 | 1,905 | 1.8% | $43.06万 | 加仓 |
| JPM | J P Morgan Chase & Co | $2,661.12万 | 0.26% | 90,465 | -3,661 | -3.9% | -$107.69万 | 减仓 |
| SPY | State Street SPDR S&P 500 Trus | $2,732.47万 | 0.27% | 42,016 | 590 | 1.4% | $38.37万 | 加仓 |
| CP | Canadian Pacific Kansas City L | $2,747.66万 | 0.27% | 349,308 | 6,512 | 1.9% | $51.22万 | 加仓 |
| SPSM | State Street SPDR S&P 600 Smal | $2,962.67万 | 0.29% | 613,136 | 73,369 | 13.6% | $354.52万 | 加仓 |
| SPGI | S&P Global Inc | $3,214.68万 | 0.32% | 75,579 | 1,026 | 1.4% | $43.64万 | 加仓 |
| IVE | Ishares S&P 500 Value ETF | $3,294.00万 | 0.32% | 156,003 | -5,141 | -3.2% | -$108.55万 | 减仓 |
| IVW | Ishares S&P 500 Growth Index F | $3,485.19万 | 0.34% | 308,124 | -8,688 | -2.7% | -$98.27万 | 减仓 |
| AVGO | Broadcom Inc | $3,516.34万 | 0.35% | 113,610 | 1,700 | 1.5% | $52.62万 | 加仓 |
| PFF | iShares Preferred & Income Sec | $3,790.79万 | 0.37% | 1,250,261 | 41,825 | 3.5% | $126.81万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg Co AD | $3,919.92万 | 0.39% | 115,991 | -7,280 | -5.9% | -$246.03万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $4,129.60万 | 0.41% | 425,162 | -2,449 | -0.6% | -$23.79万 | 减仓 |
| ICVT | iShares Convertible Bond ETF | $4,563.45万 | 0.45% | 448,320 | -2,826 | -0.6% | -$28.77万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $4,663.40万 | 0.46% | 78,042 | -312 | -0.4% | -$18.64万 | 减仓 |
| SPMD | State Street SPDR S&P 400 Mid | $5,339.32万 | 0.52% | 901,608 | 100,283 | 12.5% | $593.88万 | 加仓 |
| META | Meta Platforms Inc. Cl A | $6,133.98万 | 0.60% | 107,213 | -853 | -0.8% | -$48.80万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Mar | $6,329.14万 | 0.62% | 907,404 | 12,051 | 1.3% | $84.06万 | 加仓 |
| SPDW | State Street SPDR Portfolio De | $6,456.98万 | 0.63% | 1,414,453 | 297,772 | 26.7% | $1,359.33万 | 加仓 |
| IJR | iShares Core S&P Smallcap 600 | $6,497.73万 | 0.64% | 522,704 | -28,275 | -5.1% | -$351.49万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $6,729.45万 | 0.66% | 140,431 | 2,085 | 1.5% | $99.91万 | 加仓 |
| V | Visa Inc - Class A | $7,101.58万 | 0.70% | 234,965 | 1,770 | 0.8% | $53.50万 | 加仓 |
| GOOGL | Alphabet Inc. Cl A | $8,321.04万 | 0.82% | 289,367 | -1,933 | -0.7% | -$55.59万 | 减仓 |
| EEM | iShares MSCI Emerging Index Fu | $8,339.39万 | 0.82% | 1,468,461 | -56,452 | -3.7% | -$320.59万 | 减仓 |
| GOOG | Alphabet Inc. Cl C | $8,914.35万 | 0.88% | 310,756 | -10,241 | -3.2% | -$293.77万 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bon | $9,161.68万 | 0.90% | 959,941 | 190,400 | 24.7% | $1,817.18万 | 加仓 |
| AMZN | Amazon.com Inc | $9,706.34万 | 0.95% | 466,046 | 2,573 | 0.6% | $53.59万 | 加仓 |
| NVDA | Nvidia Corp | $9,870.71万 | 0.97% | 565,981 | -7,788 | -1.4% | -$135.82万 | 减仓 |
| IJH | iShares Core S&P Midcap 400 In | $1.06亿 | 1.04% | 1,565,305 | -78,954 | -4.8% | -$533.18万 | 减仓 |
| MSFT | Microsoft Corporation | $1.08亿 | 1.06% | 291,815 | 204 | 0.1% | $7.55万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $1.13亿 | 1.11% | 2,249,815 | 400,816 | 21.7% | $2,018.91万 | 加仓 |
| AAPL | Apple Inc | $1.62亿 | 1.59% | 638,089 | -2,195 | -0.3% | -$55.71万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1.93亿 | 1.90% | 2,137,042 | -121,174 | -5.4% | -$1,096.99万 | 减仓 |
| SPYM | State Street SPDR Portfolio S& | $4.90亿 | 4.81% | 6,396,243 | 931,981 | 17.1% | $7,133.38万 | 加仓 |
| IVV | iShares Core S&P 500 Index | $9.13亿 | 8.97% | 1,397,421 | -75,482 | -5.1% | -$4,930.56万 | 减仓 |
| SYK | Stryker Corporation | $52.37亿 | 51.45% | 15,938,070 | -626,139 | -3.8% | -$2.06亿 | 减仓 |