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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $52.80万 | 0.02% | 3,900 | -241 | -5.8% | -$3.26万 | 减仓 |
| AMGN | AMGEN INC | $52.30万 | 0.02% | 1,444 | -16 | -1.1% | -$5,795 | 减仓 |
| LRCX | LAM RESEARCH CORP | $51.50万 | 0.02% | 1,188 | -35 | -2.9% | -$1.52万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $51.40万 | 0.02% | 4,782 | 384 | 8.7% | $4.13万 | 加仓 |
| EFAV | ISHARES TR | $50.40万 | 0.02% | 5,741 | -335 | -5.5% | -$2.94万 | 减仓 |
| SRLN | SSGA ACTIVE TR BLKSTN GSOSRLN | $49.80万 | 0.02% | 12,361 | -64 | -0.5% | -$2,578 | 减仓 |
| CVX | CHEVRON CORP NEW | $49.50万 | 0.02% | 2,987 | -152 | -4.8% | -$2.52万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $48.40万 | 0.02% | 2,163 | 365 | 20.3% | $8.17万 | 加仓 |
| SDY | SPDR SERIES TRUST S&P DIVID | $48.00万 | 0.02% | 3,151 | 375 | 13.5% | $5.71万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | $47.80万 | 0.02% | 230 | 26 | 12.7% | $5.40万 | 加仓 |
| — | FIRST TR NASDAQ ABA CMNTY BK UT COM SHS | $47.10万 | 0.02% | 6,994 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $46.50万 | 0.02% | 5,069 | -344 | -6.4% | -$3.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | $45.50万 | 0.02% | 6,390 | -407 | -6.0% | -$2.90万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW | $44.70万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS INF TECH | $43.70万 | 0.02% | 3,658 | 2 | 0.1% | $239 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON | $41.70万 | 0.02% | 36,862 | -386 | -1.0% | -$4,367 | 减仓 |
| GLDM | WORLD GOLD TR | $41.00万 | 0.01% | 5,164 | 201 | 4.0% | $1.60万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $40.80万 | 0.01% | 6,632 | -642 | -8.8% | -$3.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $40.50万 | 0.01% | 1,187 | 1,187 | — | $40.50万 | 新建仓 |
| PPLI | PEOPLE INC | $40.40万 | 0.01% | 8,747 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.60万 | 0.01% | 682 | 682 | — | $39.60万 | 新建仓 |
| MMM | 3M CO | $38.40万 | 0.01% | 2,372 | -30 | -1.2% | -$4,857 | 减仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $38.10万 | 0.01% | 1,857 | 115 | 6.6% | $2.36万 | 加仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG | $38.00万 | 0.01% | 5,158 | -498 | -8.8% | -$3.67万 | 减仓 |
| WMT | WAL-MART STORES INC | $37.90万 | 0.01% | 3,344 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $37.70万 | 0.01% | 523 | -18 | -3.3% | -$1.30万 | 减仓 |
| DIS | DISNEY WALT CO | $36.90万 | 0.01% | 3,830 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $36.20万 | 0.01% | 5,069 | -226 | -4.3% | -$1.61万 | 减仓 |
| DBEF | DBX ETF TR | $34.80万 | 0.01% | 6,379 | -80 | -1.2% | -$4,364 | 减仓 |
| CRM | SALESFORCE COM INC | $34.50万 | 0.01% | 2,203 | -112 | -4.8% | -$1.75万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.10万 | 0.01% | 1,009 | 51 | 5.3% | $1.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $33.70万 | 0.01% | 1,865 | -31 | -1.6% | -$5,602 | 减仓 |
| URA | GLOBAL X FDS | $33.50万 | 0.01% | 7,667 | 234 | 3.1% | $1.02万 | 加仓 |
| KO | COCA COLA CO | $33.20万 | 0.01% | 4,090 | 425 | 11.6% | $3.45万 | 加仓 |
| EEM | ISHARES TR MSCI EMG MKT | $32.80万 | 0.01% | 4,800 | -1,000 | -17.2% | -$6.83万 | 减仓 |
| UPST | UPSTART HLDGS INC | $32.20万 | 0.01% | 9,091 | 9,091 | — | $32.20万 | 新建仓 |
| BIL | SPDR SER TR SPDR | $32.10万 | 0.01% | 3,500 | -430 | -10.9% | -$3.94万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $31.60万 | 0.01% | 4,115 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $31.60万 | 0.01% | 159 | 159 | — | $31.60万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F GLB EX US | $30.70万 | 0.01% | 6,850 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.00万 | 0.01% | 2,884 | -18 | -0.6% | -$1,872 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $29.50万 | 0.01% | 1,696 | 1,696 | — | $29.50万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.30万 | 0.01% | 584 | -232 | -28.4% | -$11.64万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $28.50万 | 0.01% | 10,775 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.40万 | 0.01% | 8,531 | 1,020 | 13.6% | $3.40万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $28.30万 | 0.01% | 4,694 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.20万 | 0.01% | 370 | 370 | — | $28.20万 | 新建仓 |
| T | AT&T INC | $28.10万 | 0.01% | 13,594 | 296 | 2.2% | $6,119 | 加仓 |
| USMV | ISHARES TR USA MIN VOL | $27.60万 | 0.01% | 2,859 | -349 | -10.9% | -$3.37万 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $26.70万 | 0.01% | 3,234 | -46 | -1.4% | -$3,798 | 减仓 |
| C | CITIGROUP INC | $26.30万 | 0.01% | 1,880 | -300 | -13.8% | -$4.20万 | 减仓 |
| — | WISDOMTREE TR | $26.20万 | 0.01% | 4,695 | -1,276 | -21.4% | -$7.12万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $26.10万 | 0.01% | 735 | 735 | — | $26.10万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.90万 | 0.01% | 3,530 | -73 | -2.0% | -$5,356 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.80万 | 0.01% | 506 | -161 | -24.1% | -$8.21万 | 减仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $25.70万 | 0.01% | 15,320 | 4,870 | 46.6% | $8.17万 | 加仓 |
| — | WISDOMTREE TR | $25.40万 | 0.01% | 4,398 | -632 | -12.6% | -$3.65万 | 减仓 |
| TXN | TEXAS INSTRS INC | $25.10万 | 0.01% | 842 | -612 | -42.1% | -$18.24万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $25.10万 | 0.01% | 2,685 | 2,685 | — | $25.10万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS | $25.00万 | 0.01% | 2,012 | 284 | 16.4% | $3.53万 | 加仓 |
| ET | ENERGY TRANSFER EQUITY L P | $24.90万 | 0.01% | 13,038 | 31 | 0.2% | $592 | 加仓 |
| NUE | NUCOR CORP | $24.70万 | 0.01% | 1,108 | 1,108 | — | $24.70万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.60万 | 0.01% | 2,549 | -1,018 | -28.5% | -$9.82万 | 减仓 |
| VTRS | VIATRIS INC | $24.40万 | 0.01% | 15,353 | -2,563 | -14.3% | -$4.07万 | 减仓 |
| QCOM | QUALCOMM INC | $24.20万 | 0.01% | 1,310 | 101 | 8.4% | $1.87万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $24.10万 | 0.01% | 9,800 | 230 | 2.4% | $5,656 | 加仓 |
| ETN | EATON CORP PLC | $23.60万 | 0.01% | 553 | -26 | -4.5% | -$1.11万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $23.50万 | 0.01% | 4,071 | -1,445 | -26.2% | -$8.34万 | 减仓 |
| IYE | ISHARES TR U.S. ENERGY | $23.30万 | 0.01% | 4,110 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.10万 | 0.01% | 1,067 | -39 | -3.5% | -$8,443 | 减仓 |
| LTPZ | PIMCO ETF TR | $23.00万 | 0.01% | 4,547 | -976 | -17.7% | -$4.94万 | 减仓 |
| SRE | SEMPRA ENERGY | $23.00万 | 0.01% | 2,481 | -101 | -3.9% | -$9,363 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $22.10万 | 0.01% | 10,490 | 10,490 | — | $22.10万 | 新建仓 |
| MA | MASTERCARD INC | $21.80万 | 0.01% | 424 | -5 | -1.2% | -$2,571 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.80万 | 0.01% | 1,592 | 1,592 | — | $21.80万 | 新建仓 |
| ELV | ANTHEM INC | $21.70万 | 0.01% | 561 | 561 | — | $21.70万 | 新建仓 |
| LOW | LOWES COS INC | $21.40万 | 0.01% | 972 | 3 | 0.3% | $660 | 加仓 |
| AIQ | GLOBAL X FDS | $21.30万 | 0.01% | 3,244 | 3,244 | — | $21.30万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $20.90万 | 0.01% | 477 | -23 | -4.6% | -$1.01万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $20.80万 | 0.01% | 4,775 | -20 | -0.4% | -$871 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $20.60万 | 0.01% | 8,185 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $20.50万 | 0.01% | 2,544 | -893 | -26.0% | -$7.20万 | 减仓 |
| MPC | MARATHON PETE CORP | $20.20万 | 0.01% | 789 | 789 | — | $20.20万 | 新建仓 |
| AGNC | AGNC INVT CORP | $17.50万 | 0.01% | 16,021 | 16,021 | — | $17.50万 | 新建仓 |
| SAFE | SAFEHOLD INC | $16.00万 | 0.01% | 10,218 | -11,827 | -53.6% | -$18.52万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $15.60万 | 0.01% | 11,528 | -540 | -4.5% | -$7,307 | 减仓 |
| FRSH | FRESHWORKS INC | $13.70万 | 0.00% | 13,537 | 13,537 | — | $13.70万 | 新建仓 |
| WU | WESTERN UN CO | $11.60万 | 0.00% | 15,012 | 689 | 4.8% | $5,324 | 加仓 |
| AVPT | AVEPOINT INC COM | $11.50万 | 0.00% | 10,288 | 10,288 | — | $11.50万 | 新建仓 |
| RITM | NEW RESIDENTIAL INVT CORP | $11.30万 | 0.00% | 12,003 | -6,348 | -34.6% | -$5.98万 | 减仓 |
| ADT | ADT INC DEL | $9.70万 | 0.00% | 14,949 | 14,949 | — | $9.70万 | 新建仓 |
| — | ANNOVIS BIO INC | $9.00万 | 0.00% | 48,400 | 1,400 | 3.0% | $2,603 | 加仓 |
| NIO | NIO INC SPON | $8.90万 | 0.00% | 17,550 | -1,200 | -6.4% | -$6,085 | 减仓 |
| — | AGENUS INC | $3.70万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $3.50万 | 0.00% | 31,999 | 7,100 | 28.5% | $7,766 | 加仓 |
| — | GOPRO INC | $1.50万 | 0.00% | 19,800 | -4,300 | -17.8% | -$3,258 | 减仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -250,055 | -100.0% | -$2,539.30万 | 清仓 |
| OPY | OPPENHEIMER HLDGS INC | $0 | 0.00% | 0 | -100,872 | -100.0% | -$899.70万 | 清仓 |
| USFR | WISDOMTREE TR FLOATNG RAT | $0 | 0.00% | 0 | -111,278 | -100.0% | -$560.20万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -864,028 | -100.0% | -$356.00万 | 清仓 |