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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO COM | $106.28万 | 0.24% | 1,887 | -326 | -14.7% | -$18.36万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $105.94万 | 0.24% | 23,387 | 50 | 0.2% | $2,265 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $103.89万 | 0.23% | 4,831 | 23 | 0.5% | $4,946 | 加仓 |
| ABBV | ABBVIE INC COM | $96.89万 | 0.22% | 4,455 | -15 | -0.3% | -$3,262 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $95.06万 | 0.21% | 16,052 | 932 | 6.2% | $5.52万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $94.41万 | 0.21% | 20,439 | 250 | 1.2% | $1.15万 | 加仓 |
| CAT | CATERPILLAR INC COM | $94.26万 | 0.21% | 1,330 | -250 | -15.8% | -$17.72万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $92.17万 | 0.21% | 18,205 | 5 | 0.0% | $253 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $90.40万 | 0.20% | 24,599 | -345 | -1.4% | -$1.27万 | 减仓 |
| PFE | PFIZER INC COM | $84.68万 | 0.19% | 30,157 | -5,314 | -15.0% | -$14.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $83.90万 | 0.19% | 4,231 | -25 | -0.6% | -$4,958 | 减仓 |
| EMR | EMERSON ELEC CO COM | $82.75万 | 0.19% | 6,316 | 28 | 0.4% | $3,669 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $81.91万 | 0.18% | 8,491 | 223 | 2.7% | $2.15万 | 加仓 |
| SO | SOUTHERN CO COM | $79.06万 | 0.18% | 8,191 | 6 | 0.1% | $579 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $77.14万 | 0.17% | 8,267 | 233 | 2.9% | $2.17万 | 加仓 |
| MRNA | MODERNA INC COM | $76.91万 | 0.17% | 15,140 | 15 | 0.1% | $762 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $75.86万 | 0.17% | 5,186 | -844 | -14.0% | -$12.35万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $75.39万 | 0.17% | 9,965 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $74.12万 | 0.17% | 24,301 | 162 | 0.7% | $4,941 | 加仓 |
| ROST | ROSS STORES INC COM | $70.37万 | 0.16% | 3,248 | -69 | -2.1% | -$1.49万 | 减仓 |
| WMT | WALMART INC COM | $69.14万 | 0.16% | 5,563 | 129 | 2.4% | $1.60万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $67.81万 | 0.15% | 6,775 | 265 | 4.1% | $2.65万 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $66.33万 | 0.15% | 14,162 | -1,500 | -9.6% | -$7.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $65.26万 | 0.15% | 1,306 | -20 | -1.5% | -$9,993 | 减仓 |
| GWW | WW GRAINGER INC COM | $64.51万 | 0.15% | 591 | -46 | -7.2% | -$5.02万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $63.84万 | 0.14% | 1,035 | -5 | -0.5% | -$3,084 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $63.61万 | 0.14% | 6,465 | 5 | 0.1% | $492 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $61.05万 | 0.14% | 2,126 | 51 | 2.5% | $1.46万 | 加仓 |
| AOS | SMITH A O CORP COM | $59.63万 | 0.13% | 9,043 | 77 | 0.9% | $5,078 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $59.63万 | 0.13% | 11,780 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $58.69万 | 0.13% | 22,290 | 22,290 | — | $58.69万 | 新建仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $57.03万 | 0.13% | 7,800 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $54.91万 | 0.12% | 10,887 | 610 | 5.9% | $3.08万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $54.89万 | 0.12% | 1,670 | 853 | 104.4% | $28.03万 | 加仓 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $51.20万 | 0.12% | 18,444 | -65 | -0.4% | -$1,804 | 减仓 |
| AME | AMETEK INC COM | $50.67万 | 0.11% | 2,364 | -20 | -0.8% | -$4,287 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $50.47万 | 0.11% | 19,683 | -1,063 | -5.1% | -$2.73万 | 减仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $49.64万 | 0.11% | 5,173 | -200 | -3.7% | -$1.92万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $49.33万 | 0.11% | 2,602 | 12 | 0.5% | $2,275 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $49.22万 | 0.11% | 2,520 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $49.02万 | 0.11% | 3,625 | -230 | -6.0% | -$3.11万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $49.02万 | 0.11% | 2,525 | -18 | -0.7% | -$3,495 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $48.30万 | 0.11% | 3,689 | 10 | 0.3% | $1,309 | 加仓 |
| C | CITIGROUP INC COM NEW | $46.68万 | 0.11% | 4,116 | -62 | -1.5% | -$7,032 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $46.48万 | 0.10% | 1,461 | 3 | 0.2% | $954 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $46.32万 | 0.10% | 942 | 3 | 0.3% | $1,475 | 加仓 |
| SLV | ISHARES SILVER TRUST | $45.52万 | 0.10% | 6,680 | -2,155 | -24.4% | -$14.68万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $45.07万 | 0.10% | 4,385 | 12 | 0.3% | $1,233 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $44.63万 | 0.10% | 4,783 | -252 | -5.0% | -$2.35万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $44.03万 | 0.10% | 2,800 | 484 | 20.9% | $7.61万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $43.63万 | 0.10% | 6,153 | -200 | -3.1% | -$1.42万 | 减仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $43.52万 | 0.10% | 7,308 | 13 | 0.2% | $774 | 加仓 |
| BAC | BANK AMERICA CORP COM | $42.71万 | 0.10% | 8,761 | -288 | -3.2% | -$1.40万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $42.35万 | 0.10% | 1,016 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY | $41.96万 | 0.09% | 12,733 | 62 | 0.5% | $2,043 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $41.35万 | 0.09% | 9,010 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $40.22万 | 0.09% | 2,097 | 195 | 10.3% | $3.74万 | 加仓 |
| FAST | FASTENAL CO COM | $40.18万 | 0.09% | 8,660 | 15 | 0.2% | $696 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $39.59万 | 0.09% | 1,463 | 67 | 4.8% | $1.81万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $39.35万 | 0.09% | 2,576 | 3 | 0.1% | $458 | 加仓 |
| V | VISA INC COM CL A | $39.09万 | 0.09% | 1,293 | 18 | 1.4% | $5,442 | 加仓 |
| ZS | ZSCALER INC COM | $39.07万 | 0.09% | 2,785 | 795 | 39.9% | $11.15万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $38.78万 | 0.09% | 2,938 | 750 | 34.3% | $9.90万 | 加仓 |
| T | AT&T INC COM | $37.72万 | 0.09% | 13,011 | 10 | 0.1% | $290 | 加仓 |
| PAYX | PAYCHEX INC COM | $36.47万 | 0.08% | 3,959 | 440 | 12.5% | $4.05万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $35.94万 | 0.08% | 4,011 | 57 | 1.4% | $5,107 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $34.99万 | 0.08% | 2,004 | 999 | 99.4% | $17.44万 | 加仓 |
| MCO | MOODYS CORP COM | $34.64万 | 0.08% | 794 | -5 | -0.6% | -$2,181 | 减仓 |
| NKE | NIKE INC CL B | $34.36万 | 0.08% | 6,504 | -168 | -2.5% | -$8,874 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $34.03万 | 0.08% | 1,299 | 5 | 0.4% | $1,310 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $34.03万 | 0.08% | 488 | -22 | -4.3% | -$1.53万 | 减仓 |
| IGLB | ISHARES 10 YEAR INVMT GRD CORP BD | $33.35万 | 0.08% | 6,721 | 32 | 0.5% | $1,588 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $33.26万 | 0.08% | 393 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $33.06万 | 0.07% | 6,318 | 1 | 0.0% | $52 | 加仓 |
| BP | BP PLC SPONSORED ADR | $32.89万 | 0.07% | 6,998 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $32.21万 | 0.07% | 6,646 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $32.11万 | 0.07% | 3,457 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $32.09万 | 0.07% | 1,323 | -386 | -22.6% | -$9.36万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $31.83万 | 0.07% | 4,230 | 4,230 | — | $31.83万 | 新建仓 |
| IOO | ISHARES GLOBAL 100 ETF | $31.07万 | 0.07% | 2,569 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $31.06万 | 0.07% | 1,004 | -20 | -2.0% | -$6,188 | 减仓 |
| — | ARMATA PHARMACEUTICALS INC COM | $30.72万 | 0.07% | 30,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $30.63万 | 0.07% | 3,178 | -15 | -0.5% | -$1,446 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $30.44万 | 0.07% | 1,899 | 486 | 34.4% | $7.79万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $29.41万 | 0.07% | 5,222 | 358 | 7.4% | $2.02万 | 加仓 |
| INTC | INTEL CORP COM | $28.97万 | 0.07% | 6,565 | 315 | 5.0% | $1.39万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $28.93万 | 0.07% | 2,975 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $28.82万 | 0.07% | 3,183 | 154 | 5.1% | $1.39万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $28.49万 | 0.06% | 1,004 | 8 | 0.8% | $2,270 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.18万 | 0.06% | 661 | -62 | -8.6% | -$2.64万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $27.73万 | 0.06% | 3,597 | -6 | -0.2% | -$463 | 减仓 |
| NFLX | NETFLIX INC. COM | $27.40万 | 0.06% | 2,850 | 40 | 1.4% | $3,846 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND | $27.15万 | 0.06% | 11,694 | 104 | 0.9% | $2,415 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $26.73万 | 0.06% | 1,082 | -159 | -12.8% | -$3.93万 | 减仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $26.32万 | 0.06% | 7,540 | 35 | 0.5% | $1,222 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $26.25万 | 0.06% | 868 | -8 | -0.9% | -$2,419 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $26.16万 | 0.06% | 2,370 | -49 | -2.0% | -$5,408 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $25.96万 | 0.06% | 10,435 | -1,215 | -10.4% | -$3.02万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $25.28万 | 0.06% | 2,966 | -193 | -6.1% | -$1.65万 | 减仓 |
| TREX | TREX INC COM | $25.22万 | 0.06% | 6,925 | -370 | -5.1% | -$1.35万 | 重新持有 |