Greenwich Wealth Management LLC
GREENWICH CT · SEC CIK 0001439805
$27.43亿2026Q2 申报市值
296持仓数
59.8%前十大占比 · 第一大 31.5%
23 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHW 加仓+$2,954.92万
FUTU 加仓+$2,568.48万
META 加仓+$1,870.97万
NG 加仓+$1,603.20万
THM 加仓+$1,208.90万
2026Q2 卖出最多 按季末市值估算
HOOD 减仓-$7,757.67万
SPY 减仓-$7,467.86万
GBTC 减仓-$2,805.55万
WYNN 清仓-$2,539.30万
SGOV 减仓-$1,196.48万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR CORE S&P MCP | $162.50万 | 0.06% | 21,075 | 500 | 2.4% | $3.86万 | 加仓 |
| IR | INGERSOLL RAND INC | $163.30万 | 0.06% | 19,918 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMER CORP | $164.50万 | 0.06% | 28,870 | -757 | -2.6% | -$4.31万 | 减仓 |
| — | EXXON MOBIL CORP | $165.30万 | 0.06% | 12,090 | 337 | 2.9% | $4.61万 | 加仓 |
| GSK | GSK PLC | $167.10万 | 0.06% | 31,884 | 1 | 0.0% | $52 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $169.60万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $171.10万 | 0.06% | 10,476 | -57 | -0.5% | -$9,310 | 减仓 |
| — | PINNACLE FINL PARTNERS INC | $174.60万 | 0.06% | 17,304 | -284 | -1.6% | -$2.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $176.20万 | 0.06% | 41,617 | 2,544 | 6.5% | $10.77万 | 加仓 |
| NVS | NOVARTIS AG | $177.00万 | 0.06% | 11,294 | 0 | 0.0% | — | 不变 |
| GRNJ | TIDAL TRUST III | $182.60万 | 0.07% | 58,084 | 2,425 | 4.4% | $7.62万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $182.80万 | 0.07% | 23,926 | -3,882 | -14.0% | -$29.66万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $187.10万 | 0.07% | 2,000 | 651 | 48.3% | $60.90万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $190.90万 | 0.07% | 17,000 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADR L | $190.90万 | 0.07% | 73,440 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $206.90万 | 0.08% | 26,244 | -4,187 | -13.8% | -$33.01万 | 减仓 |
| ALLE | ALLEGION PLC ORD | $209.20万 | 0.08% | 14,891 | 44 | 0.3% | $6,181 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $219.50万 | 0.08% | 49,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | $224.20万 | 0.08% | 37,560 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TERM | $228.10万 | 0.08% | 27,597 | -100 | -0.4% | -$8,265 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $228.60万 | 0.08% | 6,398 | -3,032 | -32.2% | -$108.33万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $228.80万 | 0.08% | 18,587 | -218 | -1.2% | -$2.68万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 | $229.10万 | 0.08% | 3,059 | -42 | -1.4% | -$3.15万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 | $231.40万 | 0.08% | 7,701 | -150 | -1.9% | -$4.51万 | 减仓 |
| HL | HECLA MNG CO | $231.90万 | 0.08% | 150,267 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $235.60万 | 0.09% | 36,704 | -1,054 | -2.8% | -$6.77万 | 减仓 |
| CAT | CATERPILLAR INC DEL | $245.60万 | 0.09% | 2,306 | -67 | -2.8% | -$7.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE-TRADED F ULTRA SHRT | $246.50万 | 0.09% | 48,750 | -18,462 | -27.5% | -$93.35万 | 减仓 |
| CVS | CVS HEALTH CORP | $246.70万 | 0.09% | 23,845 | -749 | -3.0% | -$7.75万 | 减仓 |
| MS | MORGAN STANLEY | $265.10万 | 0.10% | 12,680 | -96 | -0.8% | -$2.01万 | 减仓 |
| CTVA | CORTEVA INC | $267.00万 | 0.10% | 31,521 | -386 | -1.2% | -$3.27万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $281.70万 | 0.10% | 300,000 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $283.40万 | 0.10% | 768,001 | 18,000 | 2.4% | $6.64万 | 加仓 |
| RSP | INVESCO T S&P500 EQL WGT | $287.40万 | 0.10% | 13,509 | 1 | 0.0% | $213 | 加仓 |
| XLF | SELECT SECTOR SPDR TR SBI INT-FINL | $295.80万 | 0.11% | 55,177 | -540 | -1.0% | -$2.89万 | 减仓 |
| EBAY | EBAY INC | $305.70万 | 0.11% | 27,352 | -118 | -0.4% | -$1.32万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $305.70万 | 0.11% | 26,934 | 26,934 | — | $305.70万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.80万 | 0.12% | 6,531 | 646 | 11.0% | $32.32万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $329.40万 | 0.12% | 109,075 | 91 | 0.1% | $2,748 | 加仓 |
| LLY | LILLY ELI & CO | $331.00万 | 0.12% | 2,759 | -81 | -2.9% | -$9.72万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP | $334.30万 | 0.12% | 22,539 | 3 | 0.0% | $445 | 加仓 |
| PFE | PFIZER INC | $337.80万 | 0.12% | 140,297 | -1,242 | -0.9% | -$2.99万 | 减仓 |
| SGOV | ISHARES TR 0-3 MNTH | $343.50万 | 0.13% | 34,126 | -118,868 | -77.7% | -$1,196.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $345.20万 | 0.13% | 7,229 | -101 | -1.4% | -$4.82万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD III | $346.20万 | 0.13% | 97,507 | -2,335 | -2.3% | -$8.29万 | 减仓 |
| BOXX | EA SERIES TRUST | $355.60万 | 0.13% | 30,374 | -105 | -0.3% | -$1.23万 | 减仓 |
| ABBV | ABBVIE INC | $359.00万 | 0.13% | 14,267 | 36 | 0.3% | $9,059 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $359.80万 | 0.13% | 47,099 | -638 | -1.3% | -$4.87万 | 减仓 |
| APH | AMPHENOL CORP NEW | $367.40万 | 0.13% | 20,839 | -48 | -0.2% | -$8,463 | 减仓 |
| AMZN | AMAZON COM INC | $403.20万 | 0.15% | 16,915 | -4,217 | -20.0% | -$100.52万 | 减仓 |
| CI | CIGNA CORP NEW | $403.30万 | 0.15% | 14,629 | -404 | -2.7% | -$11.14万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $408.80万 | 0.15% | 81,112 | 27,767 | 52.1% | $139.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $433.30万 | 0.16% | 13,236 | 52 | 0.4% | $1.70万 | 加仓 |
| VB | VANGUARD INDEX FDS SMALL CP | $435.30万 | 0.16% | 14,362 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $442.90万 | 0.16% | 30,316 | -10 | -0.0% | -$1,461 | 减仓 |
| TEX | TEREX CORP NEW | $445.90万 | 0.16% | 61,591 | -691 | -1.1% | -$5.00万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP | $454.80万 | 0.17% | 56,453 | -3 | -0.0% | -$242 | 减仓 |
| BPOP | POPULAR INC | $461.90万 | 0.17% | 28,137 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $462.80万 | 0.17% | 37,614 | 146 | 0.4% | $1.80万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $463.80万 | 0.17% | 66,133 | -351 | -0.5% | -$2.46万 | 减仓 |
| ARW | ARROW ELECTRS INC | $468.30万 | 0.17% | 21,945 | -248 | -1.1% | -$5.29万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $476.10万 | 0.17% | 61,639 | -12,178 | -16.5% | -$94.06万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $478.50万 | 0.17% | 143,825 | 389 | 0.3% | $1.29万 | 加仓 |
| BX | BLACKSTONE GROUP INC COM | $481.60万 | 0.18% | 40,926 | -850 | -2.0% | -$10.00万 | 减仓 |
| BG | BUNGE LIMITED | $498.80万 | 0.18% | 46,739 | -599 | -1.3% | -$6.39万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $511.80万 | 0.19% | 40,723 | 40,723 | — | $511.80万 | 新建仓 |
| AVGO | BROADCOM INC | $517.80万 | 0.19% | 13,708 | -1,785 | -11.5% | -$67.43万 | 减仓 |
| — | MATTHEWS ASIA FDS | $526.20万 | 0.19% | 116,250 | 336 | 0.3% | $1.52万 | 加仓 |
| DOCU | DOCUSIGN INC | $536.70万 | 0.20% | 120,835 | 27,855 | 30.0% | $123.72万 | 加仓 |
| GM | GENERAL MTRS CO | $583.90万 | 0.21% | 75,755 | 319 | 0.4% | $2.46万 | 加仓 |
| VXUS | VANGUARD STAR FD VG TL INTL STK | $642.20万 | 0.23% | 75,124 | -56 | -0.1% | -$4,787 | 减仓 |
| DIA | SPDR DOW JONES INDL AVRG UT SER 1 | $667.80万 | 0.24% | 12,784 | -99 | -0.8% | -$5.17万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $685.30万 | 0.25% | 76,825 | 1,128 | 1.5% | $10.06万 | 加仓 |
| BCS | BARCLAYS PLC | $731.40万 | 0.27% | 272,283 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $752.40万 | 0.27% | 49,022 | -11 | -0.0% | -$1,688 | 减仓 |
| INTC | INTEL CORP | $753.20万 | 0.27% | 53,944 | -4,505 | -7.7% | -$62.90万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $780.00万 | 0.28% | 48,125 | -199 | -0.4% | -$3.23万 | 减仓 |
| ETOR | ETORO GROUP LTD | $800.90万 | 0.29% | 202,926 | -227,074 | -52.8% | -$896.21万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $834.30万 | 0.30% | 20,074 | 15 | 0.1% | $6,234 | 加仓 |
| MP | MP MATERIALS CORP COM | $840.70万 | 0.31% | 150,091 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $859.40万 | 0.31% | 71,625 | 71,625 | — | $859.40万 | 新建仓 |
| VIRT | VIRTU FINL INC | $875.40万 | 0.32% | 146,960 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $933.60万 | 0.34% | 5,500 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1,003.50万 | 0.37% | 16,094 | -8 | -0.0% | -$4,988 | 减仓 |
| CSCO | CISCO SYS INC | $1,006.40万 | 0.37% | 85,680 | -1,126 | -1.3% | -$13.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $1,009.70万 | 0.37% | 14,701 | 46 | 0.3% | $3.16万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,019.80万 | 0.37% | 490,759 | 46,210 | 10.4% | $96.02万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $1,024.30万 | 0.37% | 162,865 | 243 | 0.1% | $1.53万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,111.40万 | 0.41% | 22,628 | -74 | -0.3% | -$3.63万 | 减仓 |
| STIP | ISHARES TR | $1,121.10万 | 0.41% | 109,741 | 13,830 | 14.4% | $141.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,126.50万 | 0.41% | 11,139 | -16 | -0.1% | -$1.62万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $1,192.40万 | 0.43% | 12,191 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA | $1,205.20万 | 0.44% | 238,710 | 5,879 | 2.5% | $29.68万 | 加仓 |
| ROE | EA SERIES TRUST | $1,279.30万 | 0.47% | 300,089 | 10,008 | 3.5% | $42.66万 | 加仓 |
| VNLA | JANUS DETROIT STR TR HENDRSN SHRT | $1,315.60万 | 0.48% | 269,234 | 181 | 0.1% | $8,844 | 加仓 |
| WY | WEYERHAEUSER CO | $1,326.90万 | 0.48% | 554,256 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY TR US SML CP VALU | $1,336.30万 | 0.49% | 107,107 | 1,698 | 1.6% | $21.18万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,360.10万 | 0.50% | 284,924 | 2,661 | 0.9% | $12.70万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM | $1,462.40万 | 0.53% | 100,033 | -2 | -0.0% | -$292 | 减仓 |
| AVLV | AMERICAN CENTY TR US LARGE CAP VLU | $1,500.90万 | 0.55% | 164,554 | 2,361 | 1.5% | $21.53万 | 加仓 |