13F 机构持仓

Greenwich Wealth Management LLC

GREENWICH CT · SEC CIK 0001439805

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$27.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IBKR 31.5%
NMAX 6.9%
SPY 6.7%
FUTU 5.1%
SCHW 2.0%
GOOG 1.8%
AAPL 1.6%
QQQ 1.5%
AMAT 1.4%
HOOD 1.4%

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 3848.7% $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 36520.3% $8.17万 加仓
SDY SPDR SERIES TRUST S&P DIVID $48.00万0.02%3,151 37513.5% $5.71万 加仓
FCNCA FIRST CTZNS BANCSHARES INC N $47.80万0.02%230 2612.7% $5.40万 加仓
— FIRST TR NASDAQ ABA CMNTY BK UT COM SHS $47.10万0.02%6,994 00.0% — 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 00.0% — 不变
VGT VANGUARD WORLD FDS INF TECH $43.70万0.02%3,658 20.1% $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 2014.0% $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 00.0% — 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 1156.6% $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 00.0% — 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 00.0% — 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%1,009 515.3% $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 2343.1% $1.02万 加仓
KO COCA COLA CO $33.20万0.01%4,090 42511.6% $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 00.0% — 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 00.0% — 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 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $28.40万0.01%8,531 1,02013.6% $3.40万 加仓
FDVV FIDELITY COVINGTON TRUST $28.30万0.01%4,694 00.0% — 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 2962.2% $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 4,87046.6% $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 28416.4% $3.53万 加仓
ET ENERGY TRANSFER EQUITY L P $24.90万0.01%13,038 310.2% $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 1018.4% $1.87万 重新持有
CMCSA COMCAST CORP NEW $24.10万0.01%9,800 2302.4% $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 00.0% — 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 30.3% $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 00.0% — 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 6894.8% $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 1,4003.0% $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 00.0% — 不变
— INOVIO PHARMACEUTICALS INC $3.50万0.00%31,999 7,10028.5% $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 $00.00%0 -250,055-100.0% -$2,539.30万 清仓
OPY OPPENHEIMER HLDGS INC $00.00%0 -100,872-100.0% -$899.70万 清仓
USFR WISDOMTREE TR FLOATNG RAT $00.00%0 -111,278-100.0% -$560.20万 清仓
AUR AURORA INNOVATION INC $00.00%0 -864,028-100.0% -$356.00万 清仓