13F 机构持仓

Grey Ledge Advisors, LLC

GUILFORD CT · SEC CIK 0001660694

2026Q22026Q1 更早 9 个季度 🔒
$4.98亿2026Q2 申报市值
248持仓数
25.5%前十大占比 · 第一大 5.2%
16 / 8新建仓 / 清仓
申报市值走势$4.98亿2026Q2
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

IVV 5.2%
USFR 2.8%
PYLD 2.6%
FNDA 2.5%
AGGY 2.4%
AMD 2.3%
SCHF 2.1%
AAPL 2.1%
OSEA 2.0%
SCHG 1.6%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$400.10万
SCHF 加仓+$305.14万
NOW 新建仓+$188.65万
PGR 新建仓+$128.86万
HONA 新建仓+$110.87万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$474.95万
EXXON MOBIL CORP 清仓-$338.74万
EMXC 减仓-$245.29万
OSEA 减仓-$178.78万
HON 减仓-$123.64万

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
TT TRANE TECHNOLOGIES PLC SHS $49.97万0.10%1,017 10.1% $491 加仓
CNI CANADIAN NATL RY CO COM $50.05万0.10%4,197 -188-4.3% -$2.24万 减仓
BAC BANK OF AMER CORP COM $50.21万0.10%8,812 510.6% $2,906 加仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $50.42万0.10%6,153 00.0% — 不变
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF $50.45万0.10%7,326 180.2% $1,239 加仓
TD TORONTO DOMINION BK ONT COM NEW $51.47万0.10%4,239 -544-11.4% -$6.61万 减仓
EWA ISHARES MSCI AUSTRALIA ETF $51.94万0.10%18,444 00.0% — 不变
AME AMETEK INC COM $51.99万0.10%2,149 -215-9.1% -$5.20万 减仓
CARR CARRIER GLOBAL CORPORATION COM $53.84万0.11%7,340 2,11840.6% $15.54万 加仓
SYK STRYKER CORPORATION COM $53.87万0.11%1,711 412.5% $1.29万 加仓
NEE NEXTERA ENERGY INC COM $54.92万0.11%6,257 2,80081.0% $24.58万 加仓
MKC MCCORMICK & CO INC COM NON VTG $55.29万0.11%10,966 790.7% $3,983 加仓
AXON AXON ENTERPRISE INC COM $56.45万0.11%1,007 1,007— $56.45万 新建仓
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF $56.53万0.11%5,043 -130-2.5% -$1.46万 减仓
C CITIGROUP INC COM NEW $57.61万0.12%4,116 00.0% — 不变
ADI ANALOG DEVICES INC COM $58.03万0.12%1,461 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $61.33万0.12%1,476 130.9% $5,401 加仓
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF $61.55万0.12%7,883 831.1% $6,481 加仓
TSCO TRACTOR SUPPLY CO COM $62.53万0.13%19,781 -3,606-15.4% -$11.40万 减仓
ZTS ZOETIS INC CL A $64.77万0.13%9,013 -1,728-16.1% -$12.42万 减仓
TXN TEXAS INSTRS INC COM $66.10万0.13%2,218 -307-12.2% -$9.15万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $66.27万0.13%5,680 4949.5% $5.76万 加仓
ROST ROSS STORES INC COM $66.93万0.13%3,144 -104-3.2% -$2.21万 减仓
MA MASTERCARD INCORPORATED CL A $67.08万0.13%1,306 00.0% — 不变
VO VANGUARD MID-CAP ETF $67.53万0.14%8,381 -123-1.4% -$9,910 减仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $68.40万0.14%5,723 1,81946.6% $21.74万 加仓
AEM AGNICO EAGLE MINES LTD COM $68.69万0.14%4,428 4,428— $68.69万 新建仓
INDA ISHARES MSCI INDIA ETF $68.71万0.14%13,912 -250-1.8% -$1.23万 减仓
PFE PFIZER INC COM $70.31万0.14%29,199 -958-3.2% -$2.31万 减仓
UPS UNITED PARCEL SVCS INC CL B $70.58万0.14%6,565 1001.5% $1.08万 加仓
WMT WALMART INC COM $70.71万0.14%6,243 68012.2% $7.70万 加仓
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST $71.26万0.14%1,013 -22-2.1% -$1.55万 减仓
AJG GALLAGHER ARTHUR J & CO COM $71.74万0.14%3,125 3,125— $71.74万 新建仓
SCHX SCHWAB U.S. LARGE-CAP ETF $72.06万0.14%24,486 4,80324.4% $14.13万 加仓
PANW PALO ALTO NETWORKS INC COM $74.21万0.15%2,176 27714.6% $9.45万 加仓
DECK DECKERS OUTDOOR CORP COM $76.87万0.15%7,742 96714.3% $9.60万 加仓
INTC INTEL CORP COM $78.05万0.16%5,590 -975-14.9% -$13.61万 减仓
SO SOUTHERN CO COM $78.45万0.16%8,196 50.1% $479 加仓
GWW WW GRAINGER INC COM $80.58万0.16%592 10.2% $1,361 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $80.88万0.16%20,439 00.0% — 不变
PJT PJT PARTNERS INC COM CL A $80.95万0.16%5,363 5,363— $80.95万 新建仓
CHD CHURCH & DWIGHT CO INC COM $81.04万0.16%8,365 981.2% $9,494 加仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $84.60万0.17%24,302 10.0% $35 加仓
PAYX PAYCHEX INC COM $87.25万0.18%8,873 4,914124.1% $48.32万 加仓
EMR EMERSON ELEC CO COM $87.64万0.18%6,122 -194-3.1% -$2.78万 减仓
KMB KIMBERLY-CLARK CORP COM $90.58万0.18%8,252 -239-2.8% -$2.62万 减仓
IAU ISHARES GOLD TRUST $96.88万0.19%12,830 70.1% $529 加仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $97.49万0.20%4,120 -711-14.7% -$16.82万 减仓
KDP KEURIG DR PEPPER INC COM $99.97万0.20%30,545 8,25537.0% $27.02万 加仓
NVO NOVO-NORDISK A S ADR $104.88万0.21%21,878 -2,721-11.1% -$13.04万 减仓
ROL ROLLINS INC COM $105.18万0.21%25,198 -348-1.4% -$1.45万 减仓
MRNA MODERNA INC COM $106.06万0.21%15,145 50.0% $350 加仓
ITW ILLINOIS TOOL WKS INC COM $106.07万0.21%3,922 -206-5.0% -$5.57万 减仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $109.02万0.22%16,137 850.5% $5,743 加仓
PFFD GLOBAL X U.S. PREFERRED ETF $110.33万0.22%59,034 6741.2% $1.26万 加仓
HONA HONEYWELL AEROSPACE INC COM $110.87万0.22%5,015 5,015— $110.87万 新建仓
HON HONEYWELL INTL INC COM $112.29万0.23%5,015 -5,522-52.4% -$123.64万 减仓
ABBV ABBVIE INC COM $114.49万0.23%4,550 952.1% $2.39万 加仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $115.56万0.23%21,734 1,0845.2% $5.76万 加仓
DE DEERE & CO COM $119.77万0.24%1,888 10.1% $634 加仓
TM TOYOTA MOTOR CORP ADS $123.93万0.25%7,359 -30-0.4% -$5,052 减仓
VOO VANGUARD S&P 500 ETF $126.16万0.25%1,837 -11-0.6% -$7,554 减仓
SHW SHERWIN WILLIAMS CO COM $128.41万0.26%3,729 -249-6.3% -$8.57万 减仓
CB CHUBB LIMITED COM $128.54万0.26%3,772 -135-3.5% -$4.60万 减仓
PGR PROGRESSIVE CORP COM $128.86万0.26%5,899 5,899— $128.86万 新建仓
KO COCA COLA CO COM $136.59万0.27%16,807 -385-2.2% -$3.13万 减仓
CAT CATERPILLAR INC COM $138.89万0.28%1,304 -26-2.0% -$2.77万 减仓
APD AIR PRODUCTS AND CHEMICALS INC COM $139.11万0.28%4,745 140.3% $4,104 加仓
GPC GENUINE PARTS CO COM $142.54万0.29%12,082 -745-5.8% -$8.79万 减仓
VBK VANGUARD SMALL-CAP GROWTH ETF $146.69万0.29%4,011 -106-2.6% -$3.88万 减仓
MCD MCDONALDS CORP COM $150.18万0.30%5,556 -150-2.6% -$4.05万 减仓
LLY ELI LILLY & CO COM $150.53万0.30%1,255 322.6% $3.84万 加仓
META META PLATFORMS INC CL A $163.26万0.33%2,898 -417-12.6% -$23.49万 减仓
SWK STANLEY BLACK & DECKER INC COM $170.42万0.34%18,106 1,80411.1% $16.98万 加仓
PFF ISHARES PREFERRED & INCOME SECURITIES ETF $176.10万0.35%57,758 -4,836-7.7% -$14.74万 减仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $178.42万0.36%23,542 -150-0.6% -$1.14万 减仓
ORCL ORACLE CORP COM $178.88万0.36%12,206 -671-5.2% -$9.83万 减仓
KVUE KENVUE INC COM $183.85万0.37%96,208 -8,655-8.3% -$16.54万 减仓
ABT ABBOTT LABORATORIES COM $185.06万0.37%20,394 5,87240.4% $53.28万 加仓
NOW SERVICENOW INC COM $188.65万0.38%19,002 19,002— $188.65万 新建仓
ADP AUTOMATIC DATA PROCESSING INC COM $188.90万0.38%8,435 2,89652.3% $64.86万 加仓
FLTB FIDELITY LIMITED TERM BOND ETF $189.15万0.38%37,731 1,3973.8% $7.00万 加仓
ROP ROPER TECHNOLOGIES INC COM $205.66万0.41%6,078 1,49432.6% $50.55万 加仓
PEP PEPSICO INC COM $207.09万0.42%15,295 -47-0.3% -$6,364 减仓
IVW ISHARES S&P 500 GROWTH ETF $207.52万0.42%15,089 -375-2.4% -$5.16万 减仓
PG PROCTER & GAMBLE CO COM $207.74万0.42%14,167 3352.4% $4.91万 加仓
ESGU ISHARES ESG AWARE MSCI USA ETF $213.36万0.43%13,036 1521.2% $2.49万 加仓
APH AMPHENOL CORP CL A $217.99万0.44%12,363 -257-2.0% -$4.53万 减仓
JPST JPMORGAN ULTRA-SHORT INCOME ETF $220.84万0.44%43,670 -8,086-15.6% -$40.89万 减仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $221.88万0.45%13,507 -1,044-7.2% -$17.15万 减仓
IJR ISHARES CORE S&P SMALL CAP ETF $222.60万0.45%15,008 -302-2.0% -$4.48万 减仓
ORLY OREILLY AUTOMOTIVE INC COM $229.35万0.46%24,905 -900-3.5% -$8.29万 减仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $237.98万0.48%24,043 1,7587.9% $17.40万 加仓
GD GENERAL DYNAMICS CORP COM $246.89万0.50%6,969 -94-1.3% -$3.33万 减仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $248.43万0.50%21,144 2,70014.6% $31.72万 加仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $256.98万0.52%6,523 -879-11.9% -$34.63万 减仓
CVX CHEVRON CORPORATION COM $259.26万0.52%15,641 -1,366-8.0% -$22.64万 减仓
LMT LOCKHEED MARTIN CORP COM $276.22万0.55%5,422 3326.5% $16.91万 加仓
AMZN AMAZON COM INC COM $278.30万0.56%11,677 -131-1.1% -$3.12万 减仓
DNP DNP SELECT INCOME FD INC COM $283.45万0.57%262,698 -1,849-0.7% -$2.00万 减仓