Greystone Financial Group, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001845302
$3.58亿2026Q2 申报市值
74持仓数
38.6%前十大占比 · 第一大 6.0%
8 / 14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
USHY 新建仓+$1,707.80万
MU 新建仓+$895.15万
TXN 新建仓+$513.13万
HONA 新建仓+$262.55万
AVGO 加仓+$255.06万
2026Q2 卖出最多 按季末市值估算
BLV 清仓-$1,750.80万
LOW 清仓-$791.81万
BRK/B 清仓-$652.91万
RF 清仓-$610.62万
ABT 清仓-$553.72万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $2,147.73万 | 6.00% | 275,668 | -4,767 | -1.7% | -$37.14万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,734.42万 | 4.85% | 345,296 | -7,670 | -2.2% | -$38.53万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,719.09万 | 4.80% | 224,132 | -4,022 | -1.8% | -$30.85万 | 减仓 |
| USHY | ISHARES TR | $1,707.80万 | 4.77% | 461,319 | 461,319 | — | $1,707.80万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,308.39万 | 3.66% | 194,585 | -4,267 | -2.1% | -$28.69万 | 减仓 |
| AVGO | BROADCOM INC | $1,295.56万 | 3.62% | 34,297 | 6,752 | 24.5% | $255.06万 | 加仓 |
| AAPL | APPLE INC | $1,092.74万 | 3.05% | 37,764 | -1,931 | -4.9% | -$55.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $965.89万 | 2.70% | 29,508 | -1,094 | -3.6% | -$35.81万 | 减仓 |
| AMGN | AMGEN INC | $924.93万 | 2.58% | 25,542 | -898 | -3.4% | -$32.52万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $900.78万 | 2.52% | 40,276 | -1,719 | -4.1% | -$38.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $895.15万 | 2.50% | 7,755 | 7,755 | — | $895.15万 | 新建仓 |
| MS | MORGAN STANLEY | $886.98万 | 2.48% | 42,431 | -1,639 | -3.7% | -$34.26万 | 减仓 |
| LIN | LINDE PLC | $869.17万 | 2.43% | 16,749 | -741 | -4.2% | -$38.45万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $868.59万 | 2.43% | 60,065 | -2,652 | -4.2% | -$38.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $851.06万 | 2.38% | 42,534 | 7,187 | 20.3% | $143.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $761.69万 | 2.13% | 9,981 | -633 | -6.0% | -$48.31万 | 减仓 |
| WM | WASTE MGMT INC DEL | $756.79万 | 2.11% | 33,955 | -1,203 | -3.4% | -$26.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $750.49万 | 2.10% | 59,290 | -2,057 | -3.4% | -$26.04万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $749.88万 | 2.10% | 14,719 | -517 | -3.4% | -$26.34万 | 减仓 |
| NOW | SERVICENOW INC | $719.24万 | 2.01% | 72,446 | 24,243 | 50.3% | $240.68万 | 加仓 |
| CSCO | CISCO SYS INC | $717.89万 | 2.01% | 61,118 | -4,372 | -6.7% | -$51.35万 | 减仓 |
| WMT | WALMART INC | $709.12万 | 1.98% | 62,610 | -2,143 | -3.3% | -$24.27万 | 减仓 |
| EMR | EMERSON ELEC CO | $700.25万 | 1.96% | 48,917 | -1,748 | -3.5% | -$25.02万 | 减仓 |
| TJX | TJX COS INC NEW | $691.01万 | 1.93% | 45,611 | -1,696 | -3.6% | -$25.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $683.45万 | 1.91% | 13,632 | 4,729 | 53.1% | $237.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $678.87万 | 1.90% | 24,141 | -623 | -2.5% | -$17.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $673.31万 | 1.88% | 18,050 | -562 | -3.0% | -$20.96万 | 减仓 |
| SBUX | STARBUCKS CORP | $635.74万 | 1.78% | 62,211 | -2,825 | -4.3% | -$28.87万 | 减仓 |
| AMZN | AMAZON COM INC | $607.92万 | 1.70% | 25,506 | -1,128 | -4.2% | -$26.89万 | 减仓 |
| META | META PLATFORMS INC | $566.17万 | 1.58% | 10,051 | 4,379 | 77.2% | $246.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $564.81万 | 1.58% | 34,074 | -14,791 | -30.3% | -$245.17万 | 减仓 |
| KO | COCA COLA CO | $564.75万 | 1.58% | 69,491 | -2,611 | -3.6% | -$21.22万 | 减仓 |
| TXN | TEXAS INSTRS INC | $513.13万 | 1.43% | 17,215 | 17,215 | — | $513.13万 | 新建仓 |
| MCD | MCDONALDS CORP | $504.51万 | 1.41% | 18,664 | -568 | -3.0% | -$15.35万 | 减仓 |
| MCK | MCKESSON CORP | $495.30万 | 1.38% | 6,555 | -197 | -2.9% | -$14.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $460.68万 | 1.29% | 31,416 | -989 | -3.1% | -$14.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $396.37万 | 1.11% | 46,015 | -629 | -1.3% | -$5.42万 | 减仓 |
| FOXA | FOX CORP | $348.54万 | 0.97% | 66,821 | -1,833 | -2.7% | -$9.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $301.83万 | 0.84% | 13,850 | -3,810 | -21.6% | -$83.03万 | 减仓 |
| HON | HONEYWELL INTL INC | $273.47万 | 0.76% | 12,214 | -13,442 | -52.4% | -$300.97万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $262.55万 | 0.73% | 11,876 | 11,876 | — | $262.55万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $244.79万 | 0.68% | 34,356 | -7,019 | -17.0% | -$50.01万 | 减仓 |
| ACWI | ISHARES TR | $219.70万 | 0.61% | 13,996 | 146 | 1.1% | $2.29万 | 加仓 |
| AOA | ISHARES TR | $154.38万 | 0.43% | 15,817 | 1,444 | 10.0% | $14.09万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $141.00万 | 0.39% | 14,351 | 14,351 | — | $141.00万 | 新建仓 |
| AOR | ISHARES TR | $131.26万 | 0.37% | 18,887 | 7,111 | 60.4% | $49.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.94万 | 0.30% | 3,136 | -283 | -8.3% | -$9.65万 | 减仓 |
| SMH | VANECK ETF TRUST | $102.12万 | 0.29% | 1,557 | -88 | -5.3% | -$5.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $100.02万 | 0.28% | 1,456 | 165 | 12.8% | $11.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $94.46万 | 0.26% | 2,793 | -244 | -8.0% | -$8.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.12万 | 0.26% | 1,603 | 27 | 1.7% | $1.57万 | 加仓 |
| GOOGL | ALPHABET INC | $92.91万 | 0.26% | 2,600 | -411 | -13.6% | -$14.69万 | 减仓 |
| IJH | ISHARES TR | $91.59万 | 0.26% | 11,878 | -1,462 | -11.0% | -$11.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $90.98万 | 0.25% | 4,276 | -55 | -1.3% | -$1.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.13万 | 0.22% | 1,615 | -147 | -8.3% | -$7.02万 | 减仓 |
| IJR | ISHARES TR | $73.31万 | 0.20% | 4,943 | 2,597 | 110.7% | $38.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $69.29万 | 0.19% | 9,602 | -807 | -7.8% | -$5.82万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $63.77万 | 0.18% | 3,443 | -60 | -1.7% | -$1.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.10万 | 0.18% | 11,771 | -1,697 | -12.6% | -$9.10万 | 减仓 |
| XBI | SPDR SERIES TRUST | $55.10万 | 0.15% | 3,482 | -92 | -2.6% | -$1.46万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $50.58万 | 0.14% | 2,655 | 2,655 | — | $50.58万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $46.91万 | 0.13% | 9,059 | -179 | -1.9% | -$9,269 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.10万 | 0.13% | 1,856 | -267 | -12.6% | -$6.63万 | 重新持有 |
| KLAC | KLA CORP | $45.62万 | 0.13% | 1,512 | -1,108 | -42.3% | -$33.43万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $39.13万 | 0.11% | 3,653 | -45 | -1.2% | -$4,821 | 减仓 |
| TSLA | TESLA INC | $37.94万 | 0.11% | 902 | 14 | 1.6% | $5,888 | 加仓 |
| GEV | GE VERNOVA INC | $37.24万 | 0.10% | 317 | -44 | -12.2% | -$5.17万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.45万 | 0.09% | 311 | -56 | -15.3% | -$5.66万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.01万 | 0.08% | 1,698 | 1,698 | — | $29.01万 | 新建仓 |
| BA | BOEING CO | $25.61万 | 0.07% | 1,183 | -1,954 | -62.3% | -$42.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $24.42万 | 0.07% | 2,647 | -418 | -13.6% | -$3.86万 | 减仓 |
| LLY | ELI LILLY & CO | $21.83万 | 0.06% | 182 | -743 | -80.3% | -$89.12万 | 重新持有 |
| CME | CME GROUP INC | $21.24万 | 0.06% | 962 | -151 | -13.6% | -$3.33万 | 减仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $7.61万 | 0.02% | 100,000 | 100,000 | — | $7.61万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -254,550 | -100.0% | -$1,750.80万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -33,511 | -100.0% | -$791.81万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -13,625 | -100.0% | -$652.91万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -233,775 | -100.0% | -$610.62万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -53,932 | -100.0% | -$553.72万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,643 | -100.0% | -$94.82万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -7,059 | -100.0% | -$65.65万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -1,004 | -100.0% | -$61.92万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,371 | -100.0% | -$28.12万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,458 | -100.0% | -$22.67万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -223 | -100.0% | -$22.22万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,084 | -100.0% | -$22.00万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,030 | -100.0% | -$20.31万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -637 | -100.0% | -$20.01万 | 清仓 |