Greenwich Wealth Management LLC
GREENWICH CT · SEC CIK 0001439805
$24.49亿2026Q1 申报市值
307持仓数
58.4%前十大占比 · 第一大 27.2%
29 / 10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
FUTU 加仓+$9,826.22万
HOOD 加仓+$7,590.47万
SPY 加仓+$6,526.83万
IBKR 加仓+$4,956.04万
PIPER JAFFRAY CO 重新持有+$2,392.66万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$1,861.90万
GS 减仓-$1,524.72万
COPX 清仓-$523.10万
SCHW 减仓-$449.98万
VNLA 减仓-$393.40万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $38.60万 | 0.02% | 13,298 | 1,232 | 10.2% | $3.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.10万 | 0.02% | 816 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $40.30万 | 0.02% | 667 | -16 | -2.3% | -$9,667 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $40.40万 | 0.02% | 7,274 | -6,132 | -45.7% | -$34.06万 | 减仓 |
| SDY | SPDR SERIES TRUST S&P DIVID | $40.50万 | 0.02% | 2,776 | -15 | -0.5% | -$2,188 | 减仓 |
| — | FIRST TR NASDAQ ABA CMNTY BK UT COM SHS | $40.70万 | 0.02% | 6,994 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.10万 | 0.02% | 1,217 | -277 | -18.5% | -$9.35万 | 减仓 |
| WMT | WAL-MART STORES INC | $41.60万 | 0.02% | 3,344 | 3,344 | — | $41.60万 | 新建仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG | $41.80万 | 0.02% | 5,656 | -55 | -1.0% | -$4,065 | 减仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $42.40万 | 0.02% | 1,742 | -292 | -14.4% | -$7.11万 | 减仓 |
| CRM | SALESFORCE COM INC | $43.20万 | 0.02% | 2,315 | -116 | -4.8% | -$2.16万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $43.30万 | 0.02% | 4,398 | -564 | -11.4% | -$5.55万 | 减仓 |
| UNP | UNION PAC CORP | $43.30万 | 0.02% | 1,783 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | $43.60万 | 0.02% | 6,797 | 1,938 | 39.9% | $12.43万 | 加仓 |
| GLDM | WORLD GOLD TR | $46.00万 | 0.02% | 4,963 | 585 | 13.4% | $5.42万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $46.10万 | 0.02% | 5,413 | 344 | 6.8% | $2.93万 | 加仓 |
| ASML | ASML HOLDING N V N Y REGISTRY | $48.20万 | 0.02% | 365 | -32 | -8.1% | -$4.23万 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON | $48.90万 | 0.02% | 37,248 | 5,237 | 16.4% | $6.88万 | 加仓 |
| KLAC | KLA-TENCOR CORP | $49.10万 | 0.02% | 333 | -22 | -6.2% | -$3.24万 | 减仓 |
| ALL | ALLSTATE CORP | $49.50万 | 0.02% | 2,389 | 344 | 16.8% | $7.13万 | 加仓 |
| SRLN | SSGA ACTIVE TR BLKSTN GSOSRLN | $49.90万 | 0.02% | 12,425 | 244 | 2.0% | $9,799 | 加仓 |
| BOTZ | GLOBAL X FDS RBTCS ARTFL | $50.50万 | 0.02% | 15,187 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $50.90万 | 0.02% | 5,295 | -94 | -1.7% | -$9,036 | 减仓 |
| AMGN | AMGEN INC | $51.40万 | 0.02% | 1,460 | -29 | -1.9% | -$1.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REIT | $52.00万 | 0.02% | 5,857 | -176 | -2.9% | -$1.56万 | 减仓 |
| IGF | ISHARES TR GLB INFRASTR | $54.00万 | 0.02% | 8,054 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TR ROBO GLB | $54.30万 | 0.02% | 7,939 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $55.50万 | 0.02% | 6,076 | 326 | 5.7% | $2.98万 | 加仓 |
| NOW | SERVICENOW INC | $57.80万 | 0.02% | 5,526 | 52 | 0.9% | $5,439 | 加仓 |
| ADNT | ADIENT PLC ORD | $59.40万 | 0.02% | 29,412 | -2,088 | -6.6% | -$4.22万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE | $60.10万 | 0.02% | 6,185 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE-TRADED FD RISNG DIVD | $60.70万 | 0.02% | 8,891 | 1 | 0.0% | $68 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $60.70万 | 0.02% | 6,293 | 3,996 | 174.0% | $38.54万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR SBI MATERIALS | $61.00万 | 0.02% | 12,203 | 4,937 | 67.9% | $24.68万 | 加仓 |
| PICK | ISHARES INC MSCI GBL | $61.60万 | 0.03% | 10,891 | -1,029 | -8.6% | -$5.82万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F TT WRLD ST | $62.60万 | 0.03% | 4,525 | 240 | 5.6% | $3.32万 | 加仓 |
| PNR | PENTAIR PLC | $63.40万 | 0.03% | 7,276 | 155 | 2.2% | $1.35万 | 加仓 |
| PEP | PEPSICO INC | $64.30万 | 0.03% | 4,141 | 21 | 0.5% | $3,261 | 加仓 |
| GRNY | TIDAL TRUST I | $64.60万 | 0.03% | 27,045 | 27,045 | — | $64.60万 | 新建仓 |
| BV | BRIGHTVIEW HLDGS INC | $64.80万 | 0.03% | 55,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $65.00万 | 0.03% | 3,139 | 353 | 12.7% | $7.31万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR SBI HEALTHCARE | $66.50万 | 0.03% | 4,538 | -36 | -0.8% | -$5,275 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $66.60万 | 0.03% | 21,692 | 1,003 | 4.8% | $3.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $67.00万 | 0.03% | 3,882 | 0 | 0.0% | — | 不变 |
| — | IMPAX FUNDS SERIES TRUST I | $67.10万 | 0.03% | 26,180 | 26,180 | — | $67.10万 | 新建仓 |
| V | VISA INC COM | $68.20万 | 0.03% | 2,256 | 273 | 13.8% | $8.25万 | 加仓 |
| TSLA | TESLA MTRS INC | $71.50万 | 0.03% | 1,925 | -50,128 | -96.3% | -$1,861.90万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $71.80万 | 0.03% | 2,532 | -5 | -0.2% | -$1,418 | 减仓 |
| CWH | CAMPING WORLD HLDGS INC | $73.40万 | 0.03% | 107,500 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $76.40万 | 0.03% | 18,521 | -2,063 | -10.0% | -$8.51万 | 减仓 |
| KIM | KIMCO RLTY CORP | $78.10万 | 0.03% | 34,736 | -923 | -2.6% | -$2.08万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS INTL BD IDX | $83.90万 | 0.03% | 17,455 | 204 | 1.2% | $9,806 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $84.10万 | 0.03% | 7,112 | -34 | -0.5% | -$4,021 | 减仓 |
| F | FORD MTR CO DEL | $84.60万 | 0.03% | 73,282 | -285,121 | -79.6% | -$329.16万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.80万 | 0.04% | 3,778 | 334 | 9.7% | $7.94万 | 加仓 |
| MCD | MCDONALDS CORP | $90.10万 | 0.04% | 2,898 | 81 | 2.9% | $2.52万 | 加仓 |
| SMH | VANECK ETF TRUST SEMICONDUCTR | $90.40万 | 0.04% | 2,359 | -124 | -5.0% | -$4.75万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR ENERGY | $91.50万 | 0.04% | 14,938 | -3,797 | -20.3% | -$23.26万 | 减仓 |
| HD | HOME DEPOT INC | $92.60万 | 0.04% | 2,814 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $93.00万 | 0.04% | 6,436 | 1 | 0.0% | $144 | 加仓 |
| AVIV | AMERICAN CENTY TR INTERNATIONAL LR | $94.60万 | 0.04% | 12,648 | -324 | -2.5% | -$2.42万 | 减仓 |
| GEV | GE VERNOVA INC | $94.90万 | 0.04% | 1,088 | 24 | 2.3% | $2.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $95.20万 | 0.04% | 6,832 | 321 | 4.9% | $4.47万 | 加仓 |
| MRK | MERCK & CO INC | $95.30万 | 0.04% | 7,921 | -137 | -1.7% | -$1.65万 | 减仓 |
| SJM | SMUCKER J M CO | $97.60万 | 0.04% | 10,115 | 1,405 | 16.1% | $13.56万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $100.40万 | 0.04% | 21,923 | 872 | 4.1% | $3.99万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $100.70万 | 0.04% | 18,500 | 0 | 0.0% | — | 不变 |
| NXT | NEXTRACKER INC | $101.80万 | 0.04% | 8,445 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR NASDQ CLN EDGE | $103.40万 | 0.04% | 6,322 | 3,911 | 162.2% | $63.97万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE-TRADED F EQUITY | $108.30万 | 0.04% | 19,104 | -16,592 | -46.5% | -$94.06万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $109.40万 | 0.04% | 5,671 | -3 | -0.1% | -$579 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $110.20万 | 0.04% | 4,509 | 93 | 2.1% | $2.27万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $111.20万 | 0.05% | 15,328 | 444 | 3.0% | $3.22万 | 加仓 |
| EWJ | ISHARES INC MSCI JPN | $111.80万 | 0.05% | 13,235 | -3,326 | -20.1% | -$28.10万 | 减仓 |
| XBI | SPDR SER TR S&P | $113.40万 | 0.05% | 8,881 | -480 | -5.1% | -$6.13万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $118.40万 | 0.05% | 22,116 | 720 | 3.4% | $3.85万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $121.50万 | 0.05% | 10,533 | 58 | 0.6% | $6,690 | 加仓 |
| CNC | CENTENE CORP DEL | $123.60万 | 0.05% | 37,758 | -386 | -1.0% | -$1.26万 | 减仓 |
| HPQ | HP INC | $125.00万 | 0.05% | 65,045 | -75,000 | -53.6% | -$144.13万 | 减仓 |
| SPSB | SPDR SERIES TRUST PORTFOLIO SHORT | $125.00万 | 0.05% | 41,555 | -1,200 | -2.8% | -$3.61万 | 减仓 |
| DXJ | WISDOMTREE TR JAPN HEDGE | $125.70万 | 0.05% | 7,925 | -192 | -2.4% | -$3.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD EX | $125.90万 | 0.05% | 16,758 | 158 | 1.0% | $1.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $127.70万 | 0.05% | 13,746 | 2 | 0.0% | $186 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK | $132.20万 | 0.05% | 4,122 | 9 | 0.2% | $2,886 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $134.40万 | 0.05% | 1,349 | 353 | 35.4% | $35.17万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP | $138.90万 | 0.06% | 20,575 | 475 | 2.4% | $3.21万 | 加仓 |
| GRNJ | TIDAL TRUST III | $139.20万 | 0.06% | 55,659 | 55,659 | — | $139.20万 | 新建仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $139.40万 | 0.06% | 46,545 | 46,545 | — | $139.40万 | 新建仓 |
| BAC | BANK AMER CORP | $144.40万 | 0.06% | 29,627 | 690 | 2.4% | $3.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS INC HIGH DIV | $145.30万 | 0.06% | 9,810 | -75 | -0.8% | -$1.11万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $145.90万 | 0.06% | 108,055 | 829 | 0.8% | $1.12万 | 加仓 |
| — | PINNACLE FINL PARTNERS INC | $151.50万 | 0.06% | 17,588 | 17,588 | — | $151.50万 | 新建仓 |
| IR | INGERSOLL RAND INC | $159.60万 | 0.07% | 19,918 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC DEL | $168.10万 | 0.07% | 2,373 | -54 | -2.2% | -$3.83万 | 减仓 |
| NVS | NOVARTIS AG | $172.50万 | 0.07% | 11,294 | -18 | -0.2% | -$2,749 | 减仓 |
| GSK | GSK PLC | $176.00万 | 0.07% | 31,883 | -18 | -0.1% | -$994 | 减仓 |
| CVS | CVS HEALTH CORP | $176.60万 | 0.07% | 24,594 | -50 | -0.2% | -$3,590 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADR L | $187.10万 | 0.08% | 73,440 | -80,000 | -52.1% | -$203.81万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 | $194.70万 | 0.08% | 7,851 | -134 | -1.7% | -$3.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $196.10万 | 0.08% | 39,073 | -441 | -1.1% | -$2.21万 | 减仓 |