Grey Ledge Advisors, LLC
GUILFORD CT · SEC CIK 0001660694
$4.43亿2026Q1 申报市值
238持仓数
25.5%前十大占比 · 第一大 5.1%
12 / 6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
VMBS 加仓+$267.34万
SCHF 加仓+$265.01万
PYLD 加仓+$231.76万
KDP 新建仓+$58.69万
VDC 加仓+$57.58万
2026Q1 卖出最多 按季末市值估算
JPLD 减仓-$235.21万
FLOT 减仓-$218.93万
OSEA 减仓-$91.82万
CMI 减仓-$69.51万
JPST 减仓-$59.41万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC COM | $323.66万 | 0.73% | 41,714 | -4 | -0.0% | -$310 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX | $329.88万 | 0.74% | 55,846 | 758 | 1.4% | $4.48万 | 加仓 |
| TJX | TJX COS INC NEW COM | $331.85万 | 0.75% | 20,779 | -549 | -2.6% | -$8.77万 | 减仓 |
| RTX | RTX CORPORATION COM | $338.43万 | 0.76% | 17,544 | -520 | -2.9% | -$10.03万 | 减仓 |
| — | EXXON MOBIL CORP COM | $338.74万 | 0.76% | 19,966 | -422 | -2.1% | -$7.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $340.44万 | 0.77% | 7,104 | -35 | -0.5% | -$1.68万 | 减仓 |
| GLD | SPDR GOLD SHARES | $349.95万 | 0.79% | 8,133 | 203 | 2.6% | $8.73万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $351.87万 | 0.79% | 17,007 | 114 | 0.7% | $2.36万 | 加仓 |
| CMI | CUMMINS INC COM | $353.55万 | 0.80% | 6,571 | -1,292 | -16.4% | -$69.51万 | 减仓 |
| HD | HOME DEPOT INC COM | $360.26万 | 0.81% | 10,954 | 32 | 0.3% | $1.05万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $367.85万 | 0.83% | 70,483 | -45,068 | -39.0% | -$235.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $373.15万 | 0.84% | 12,685 | -388 | -3.0% | -$11.41万 | 减仓 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $380.55万 | 0.86% | 202,206 | -6,543 | -3.1% | -$12.31万 | 减仓 |
| AFL | AFLAC INC COM | $383.45万 | 0.87% | 34,951 | -223 | -0.6% | -$2.45万 | 减仓 |
| MRK | MERCK & CO INC COM | $393.58万 | 0.89% | 32,719 | -628 | -1.9% | -$7.55万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY | $395.33万 | 0.89% | 63,068 | 2,022 | 3.3% | $12.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $411.12万 | 0.93% | 4,126 | 61 | 1.5% | $6.08万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $417.66万 | 0.94% | 88,713 | 5,745 | 6.9% | $27.05万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $439.74万 | 0.99% | 107,774 | 9,716 | 9.9% | $39.64万 | 加仓 |
| AMGN | AMGEN INC COM | $452.07万 | 1.02% | 12,848 | -84 | -0.6% | -$2.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $480.83万 | 1.09% | 27,570 | -19 | -0.1% | -$3,314 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $515.46万 | 1.16% | 17,925 | -384 | -2.1% | -$11.04万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $527.24万 | 1.19% | 60,023 | 6,438 | 12.0% | $56.55万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVMT GRD CORP BD | $533.16万 | 1.20% | 101,438 | 5,336 | 5.6% | $28.05万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $537.74万 | 1.21% | 9,317 | -44 | -0.5% | -$2.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $558.82万 | 1.26% | 27,470 | -1,735 | -5.9% | -$35.30万 | 减仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $577.60万 | 1.30% | 36,424 | 511 | 1.4% | $8.10万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $588.99万 | 1.33% | 87,218 | -568 | -0.6% | -$3.84万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $595.14万 | 1.34% | 20,747 | -1,397 | -6.3% | -$40.07万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $611.46万 | 1.38% | 16,518 | 776 | 4.9% | $28.73万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $618.45万 | 1.40% | 96,512 | 8,577 | 9.8% | $54.96万 | 加仓 |
| VTV | VANGUARD VALUE | $658.09万 | 1.49% | 33,542 | 1,695 | 5.3% | $33.26万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $664.44万 | 1.50% | 10,217 | -24 | -0.2% | -$1.56万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY | $668.08万 | 1.51% | 269,930 | 107,076 | 65.7% | $265.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $670.15万 | 1.51% | 27,416 | -232 | -0.8% | -$5.67万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $702.73万 | 1.59% | 241,225 | 5,968 | 2.5% | $17.39万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $723.94万 | 1.63% | 137,789 | 3,194 | 2.4% | $16.78万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $731.16万 | 1.65% | 143,506 | -42,970 | -23.0% | -$218.93万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $784.24万 | 1.77% | 99,703 | -2,714 | -2.6% | -$21.35万 | 减仓 |
| AAPL | APPLE INC COM | $902.04万 | 2.04% | 35,543 | -523 | -1.5% | -$13.27万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY | $1,066.01万 | 2.41% | 328,713 | -2,885 | -0.9% | -$9.36万 | 减仓 |
| OSEA | HARBOR INTERNATIONAL COMPOUNDERS ETF | $1,115.80万 | 2.52% | 385,807 | -31,747 | -7.6% | -$91.82万 | 减仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $1,150.78万 | 2.60% | 264,850 | 6,456 | 2.5% | $28.05万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,234.76万 | 2.79% | 471,280 | 88,457 | 23.1% | $231.76万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1,359.85万 | 3.07% | 270,133 | -1,925 | -0.7% | -$9.69万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,249.59万 | 5.08% | 34,438 | -45 | -0.1% | -$2.94万 | 减仓 |