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 |
|---|---|---|---|---|---|---|---|---|
| META | FACEBOOK INC | $198.70万 | 0.08% | 3,473 | 167 | 5.1% | $9.55万 | 加仓 |
| — | EXXON MOBIL CORP | $199.40万 | 0.08% | 11,753 | -22 | -0.2% | -$3,732 | 减仓 |
| IVV | ISHARES TR CORE S&P500 | $202.60万 | 0.08% | 3,101 | 65 | 2.1% | $4.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | $203.00万 | 0.08% | 37,560 | -250 | -0.7% | -$1.35万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $209.00万 | 0.09% | 27,808 | -28,419 | -50.5% | -$213.59万 | 减仓 |
| MS | MORGAN STANLEY | $210.30万 | 0.09% | 12,776 | -83 | -0.6% | -$1.37万 | 减仓 |
| DOW | DOW INC | $213.70万 | 0.09% | 51,298 | -1,598 | -3.0% | -$6.66万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $214.80万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD | $215.70万 | 0.09% | 14,847 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $222.70万 | 0.09% | 17,000 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TERM | $229.20万 | 0.09% | 27,697 | -1,300 | -4.5% | -$10.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $247.70万 | 0.10% | 7,330 | -273 | -3.6% | -$9.23万 | 减仓 |
| EBAY | EBAY INC | $250.00万 | 0.10% | 27,470 | -49 | -0.2% | -$4,459 | 减仓 |
| INTC | INTEL CORP | $257.90万 | 0.11% | 58,449 | -1,501 | -2.5% | -$6.62万 | 减仓 |
| NDAQ | NASDAQ INC | $258.30万 | 0.11% | 30,431 | -80 | -0.3% | -$6,790 | 减仓 |
| RSP | INVESCO T S&P500 EQL WGT | $259.20万 | 0.11% | 13,508 | -149 | -1.1% | -$2.86万 | 减仓 |
| PRME | PRIME MEDICINE INC | $261.00万 | 0.11% | 750,001 | 10,000 | 1.4% | $3.48万 | 加仓 |
| LLY | LILLY ELI & CO | $261.20万 | 0.11% | 2,840 | 30 | 1.1% | $2.76万 | 加仓 |
| APH | AMPHENOL CORP NEW | $263.90万 | 0.11% | 20,887 | 140 | 0.7% | $1.77万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $265.00万 | 0.11% | 53,345 | 53,345 | — | $265.00万 | 新建仓 |
| CTVA | CORTEVA INC | $267.10万 | 0.11% | 31,907 | 386 | 1.2% | $3.23万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $267.70万 | 0.11% | 49,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK | $271.20万 | 0.11% | 9,430 | 31 | 0.3% | $8,915 | 加仓 |
| XLF | SELECT SECTOR SPDR TR SBI INT-FINL | $275.10万 | 0.11% | 55,717 | -6,200 | -10.0% | -$30.61万 | 减仓 |
| HL | HECLA MNG CO | $279.90万 | 0.11% | 150,267 | 158 | 0.1% | $2,943 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP | $280.10万 | 0.11% | 22,536 | -780 | -3.3% | -$9.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $282.00万 | 0.12% | 5,885 | 169 | 3.0% | $8.10万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $284.70万 | 0.12% | 108,984 | 396 | 0.4% | $1.03万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $295.80万 | 0.12% | 18,805 | -74 | -0.4% | -$1.16万 | 减仓 |
| ABBV | ABBVIE INC | $309.50万 | 0.13% | 14,231 | 17 | 0.1% | $3,697 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $316.30万 | 0.13% | 48,324 | -72 | -0.1% | -$4,713 | 减仓 |
| ARW | ARROW ELECTRS INC | $318.30万 | 0.13% | 22,193 | 119 | 0.5% | $1.71万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $338.80万 | 0.14% | 143,436 | -148,880 | -50.9% | -$351.66万 | 减仓 |
| JPST | J P MORGAN EXCHANGE-TRADED F ULTRA SHRT | $340.20万 | 0.14% | 67,212 | 469 | 0.7% | $2.37万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $342.60万 | 0.14% | 99,842 | 22,173 | 28.5% | $76.08万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $347.00万 | 0.14% | 47,737 | 223 | 0.5% | $1.62万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $348.00万 | 0.14% | 300,000 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $354.40万 | 0.14% | 30,479 | 13,180 | 76.2% | $153.25万 | 加仓 |
| AUR | AURORA INNOVATION INC | $356.00万 | 0.15% | 864,028 | -136,900 | -13.7% | -$56.41万 | 减仓 |
| TEX | TEREX CORP NEW | $368.10万 | 0.15% | 62,282 | 6 | 0.0% | $355 | 加仓 |
| VB | VANGUARD INDEX FDS SMALL CP | $376.20万 | 0.15% | 14,362 | -2 | -0.0% | -$524 | 减仓 |
| BPOP | POPULAR INC | $377.50万 | 0.15% | 28,137 | 0 | 0.0% | — | 不变 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $381.10万 | 0.16% | 66,484 | 23,315 | 54.0% | $133.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $387.80万 | 0.16% | 13,184 | 252 | 1.9% | $7.41万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $397.10万 | 0.16% | 30,326 | -5 | -0.0% | -$655 | 减仓 |
| PFE | PFIZER INC | $397.40万 | 0.16% | 141,539 | 465 | 0.3% | $1.31万 | 加仓 |
| CI | CIGNA CORP NEW | $401.00万 | 0.16% | 15,033 | 404 | 2.8% | $10.78万 | 加仓 |
| VO | VANGUARD INDEX FDS MID CAP | $405.30万 | 0.17% | 14,114 | -27 | -0.2% | -$7,753 | 减仓 |
| — | MATTHEWS ASIA FDS | $430.50万 | 0.18% | 115,914 | -8,015 | -6.5% | -$29.77万 | 减仓 |
| AMZN | AMAZON COM INC | $440.10万 | 0.18% | 21,132 | -141 | -0.7% | -$2.94万 | 减仓 |
| DOCU | DOCUSIGN INC | $440.80万 | 0.18% | 92,980 | 134 | 0.1% | $6,353 | 加仓 |
| AVGO | BROADCOM INC | $479.50万 | 0.20% | 15,493 | 329 | 2.2% | $10.18万 | 加仓 |
| BX | BLACKSTONE GROUP INC COM | $480.40万 | 0.20% | 41,776 | -115 | -0.3% | -$1.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $542.80万 | 0.22% | 20,059 | 50 | 0.2% | $1.35万 | 加仓 |
| USFR | WISDOMTREE TR FLOATNG RAT | $560.20万 | 0.23% | 111,278 | 23,841 | 27.3% | $120.02万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $560.40万 | 0.23% | 37,468 | 90 | 0.2% | $1.35万 | 加仓 |
| GM | GENERAL MTRS CO | $562.00万 | 0.23% | 75,436 | -462 | -0.6% | -$3.44万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $571.20万 | 0.23% | 73,817 | -15,187 | -17.1% | -$117.52万 | 减仓 |
| BCS | BARCLAYS PLC | $576.20万 | 0.24% | 272,283 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FD VG TL INTL STK | $579.70万 | 0.24% | 75,180 | -559 | -0.7% | -$4.31万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVRG UT SER 1 | $596.70万 | 0.24% | 12,883 | -154 | -1.2% | -$7.13万 | 减仓 |
| BG | BUNGE LIMITED | $602.10万 | 0.25% | 47,338 | -582 | -1.2% | -$7.40万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $632.90万 | 0.26% | 61,000 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $642.20万 | 0.26% | 75,697 | 15,698 | 26.2% | $133.18万 | 加仓 |
| VIRT | VIRTU FINL INC | $646.30万 | 0.26% | 146,960 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $673.50万 | 0.27% | 86,806 | 953 | 1.1% | $7.39万 | 加仓 |
| OSK | OSHKOSH CORP | $721.80万 | 0.29% | 49,033 | 37 | 0.1% | $5,447 | 加仓 |
| MP | MP MATERIALS CORP COM | $724.30万 | 0.30% | 150,091 | 135,553 | 932.4% | $654.14万 | 重新持有 |
| SNDK | SANDISK CORP | $836.90万 | 0.34% | 13,173 | -118 | -0.9% | -$7.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $875.70万 | 0.36% | 14,655 | -322 | -2.1% | -$19.24万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $899.70万 | 0.37% | 100,872 | -24,150 | -19.3% | -$215.40万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $923.50万 | 0.38% | 444,549 | 53,809 | 13.8% | $111.78万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $943.70万 | 0.39% | 11,155 | -18,023 | -61.8% | -$1,524.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $946.10万 | 0.39% | 22,702 | 28 | 0.1% | $1.17万 | 加仓 |
| MELI | MERCADOLIBRE INC | $951.00万 | 0.39% | 5,500 | -20 | -0.4% | -$3.46万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $955.90万 | 0.39% | 162,622 | -777 | -0.5% | -$4.57万 | 减仓 |
| STIP | ISHARES TR | $992.00万 | 0.40% | 95,911 | 95,911 | — | $992.00万 | 新建仓 |
| ROE | EA SERIES TRUST | $1,027.80万 | 0.42% | 290,081 | 95,514 | 49.1% | $338.42万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,072.00万 | 0.44% | 39,632 | 100 | 0.3% | $2.70万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $1,091.40万 | 0.45% | 12,191 | -5 | -0.0% | -$4,476 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,108.40万 | 0.45% | 282,263 | 16,997 | 6.4% | $66.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,142.30万 | 0.47% | 26,897 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY TR US SML CP VALU | $1,164.50万 | 0.48% | 105,409 | 9,152 | 9.5% | $101.11万 | 加仓 |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA | $1,172.80万 | 0.48% | 232,831 | -30,662 | -11.6% | -$154.45万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,244.10万 | 0.51% | 16,102 | -19 | -0.1% | -$1.47万 | 减仓 |
| ETOR | ETORO GROUP LTD | $1,291.30万 | 0.53% | 430,000 | 333,500 | 345.6% | $1,001.51万 | 加仓 |
| AVLV | AMERICAN CENTY TR US LARGE CAP VLU | $1,307.40万 | 0.53% | 162,193 | -10,436 | -6.0% | -$84.12万 | 减仓 |
| VNLA | JANUS DETROIT STR TR HENDRSN SHRT | $1,314.60万 | 0.54% | 269,053 | -80,515 | -23.0% | -$393.40万 | 减仓 |
| WY | WEYERHAEUSER CO | $1,354.00万 | 0.55% | 554,256 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,408.20万 | 0.57% | 58,098 | 376 | 0.7% | $9.11万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH | $1,540.00万 | 0.63% | 152,994 | 50,735 | 49.6% | $510.69万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,594.90万 | 0.65% | 346,190 | -3,205 | -0.9% | -$14.77万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $1,619.00万 | 0.66% | 317,235 | -46,800 | -12.9% | -$238.84万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM | $1,746.70万 | 0.71% | 100,035 | -14 | -0.0% | -$2,445 | 减仓 |
| NG | NOVAGOLD RES INC | $1,796.00万 | 0.73% | 2,000,001 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1,831.70万 | 0.75% | 53,592 | -118 | -0.2% | -$4.03万 | 减仓 |
| CBOE | CBOE HLDGS INC | $1,973.30万 | 0.81% | 70,207 | 11 | 0.0% | $3,092 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2,060.30万 | 0.84% | 455,523 | 329,693 | 262.0% | $1,491.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,086.20万 | 0.85% | 56,358 | 1,038 | 1.9% | $38.42万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,275.20万 | 0.93% | 441,365 | 6,741 | 1.6% | $34.75万 | 加仓 |