Greystone Financial Group, LLC
BLOOMFIELD HILLS MI · SEC CIK 0001845302
$3.53亿2026Q1 申报市值
78持仓数
38.3%前十大占比 · 第一大 6.2%
3 / 21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
NOW 新建仓+$503.96万
PG 重新持有+$449.02万
RSP 加仓+$59.53万
GEV 新建仓+$31.51万
AZN 新建仓+$20.31万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$1,455.69万
WMT 减仓-$1,183.55万
BIV 减仓-$1,164.39万
BLV 减仓-$1,154.73万
AXP 减仓-$1,147.67万
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $2,198.89万 | 6.22% | 280,435 | -185,651 | -39.8% | -$1,455.69万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,763.07万 | 4.99% | 352,966 | -228,925 | -39.3% | -$1,143.48万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,760.89万 | 4.98% | 228,154 | -150,867 | -39.8% | -$1,164.39万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $1,750.80万 | 4.95% | 254,550 | -167,887 | -39.7% | -$1,154.73万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,306.26万 | 3.70% | 198,852 | -129,964 | -39.5% | -$853.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,011.02万 | 2.86% | 48,865 | -29,882 | -37.9% | -$618.26万 | 减仓 |
| AAPL | APPLE INC | $1,007.41万 | 2.85% | 39,695 | -42,178 | -51.5% | -$1,070.42万 | 减仓 |
| AMGN | AMGEN INC | $930.29万 | 2.63% | 26,440 | -18,452 | -41.1% | -$649.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $920.85万 | 2.61% | 15,236 | -11,449 | -42.9% | -$691.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $900.18万 | 2.55% | 30,602 | -24,024 | -44.0% | -$706.69万 | 减仓 |
| LIN | LINDE PLC | $867.08万 | 2.45% | 17,490 | -13,006 | -42.6% | -$644.79万 | 减仓 |
| AVGO | BROADCOM INC | $852.53万 | 2.41% | 27,545 | -19,787 | -41.8% | -$612.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $807.90万 | 2.29% | 35,158 | -22,912 | -39.5% | -$526.49万 | 减仓 |
| WMT | WALMART INC | $804.75万 | 2.28% | 64,753 | -95,232 | -59.5% | -$1,183.55万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $803.28万 | 2.27% | 61,347 | -39,238 | -39.0% | -$513.78万 | 减仓 |
| LOW | LOWES COS INC | $791.81万 | 2.24% | 33,511 | -26,276 | -43.9% | -$620.86万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $783.32万 | 2.22% | 41,995 | -27,275 | -39.4% | -$508.75万 | 减仓 |
| TJX | TJX COS INC NEW | $755.49万 | 2.14% | 47,307 | -30,613 | -39.3% | -$488.89万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $744.01万 | 2.11% | 62,717 | -73,934 | -54.1% | -$877.08万 | 减仓 |
| MS | MORGAN STANLEY | $725.26万 | 2.05% | 44,070 | -36,515 | -45.3% | -$600.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $688.96万 | 1.95% | 18,612 | -16,089 | -46.4% | -$595.56万 | 减仓 |
| EMR | EMERSON ELEC CO | $663.81万 | 1.88% | 50,665 | -33,221 | -39.6% | -$435.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $652.91万 | 1.85% | 13,625 | -13,398 | -49.6% | -$642.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $616.45万 | 1.74% | 35,347 | 438 | 1.3% | $7.64万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $610.62万 | 1.73% | 233,775 | -150,992 | -39.2% | -$394.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $600.25万 | 1.70% | 24,764 | -15,275 | -38.2% | -$370.25万 | 减仓 |
| MCD | MCDONALDS CORP | $597.71万 | 1.69% | 19,232 | -12,383 | -39.2% | -$384.85万 | 减仓 |
| MCK | MCKESSON CORP | $584.30万 | 1.65% | 6,752 | -4,387 | -39.4% | -$379.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $582.66万 | 1.65% | 65,036 | -43,536 | -40.1% | -$390.04万 | 减仓 |
| — | HONEYWELL INTL INC | $579.91万 | 1.64% | 25,656 | -16,995 | -39.8% | -$384.14万 | 减仓 |
| AMZN | AMAZON COM INC | $554.71万 | 1.57% | 26,634 | -10,118 | -27.5% | -$210.73万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $553.72万 | 1.57% | 53,932 | -36,537 | -40.4% | -$375.13万 | 减仓 |
| KO | COCA COLA CO | $548.34万 | 1.55% | 72,102 | -47,149 | -39.5% | -$358.57万 | 减仓 |
| CSCO | CISCO SYS INC | $508.14万 | 1.44% | 65,490 | -43,691 | -40.0% | -$339.00万 | 减仓 |
| NOW | SERVICENOW INC | $503.96万 | 1.43% | 48,203 | 48,203 | — | $503.96万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $468.06万 | 1.32% | 32,405 | 31,087 | 2,358.6% | $449.02万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $437.61万 | 1.24% | 8,903 | -5,670 | -38.9% | -$278.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $414.38万 | 1.17% | 10,614 | -4,699 | -30.7% | -$183.45万 | 减仓 |
| FOXA | FOX CORP | $400.94万 | 1.13% | 68,654 | -62,884 | -47.8% | -$367.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $346.49万 | 0.98% | 17,660 | -16,274 | -48.0% | -$319.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $339.56万 | 0.96% | 7,774 | -4,209 | -35.1% | -$183.84万 | 减仓 |
| META | META PLATFORMS INC | $324.52万 | 0.92% | 5,672 | -5,008 | -46.9% | -$286.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.13万 | 0.75% | 41,375 | -21,553 | -34.3% | -$138.11万 | 减仓 |
| ACWI | ISHARES TR | $191.64万 | 0.54% | 13,850 | -5,452 | -28.2% | -$75.44万 | 减仓 |
| AOA | ISHARES TR | $127.19万 | 0.36% | 14,373 | -8,032 | -35.8% | -$71.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $94.82万 | 0.27% | 1,643 | -3,283 | -66.6% | -$189.47万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $91.85万 | 0.26% | 3,037 | -37,947 | -92.6% | -$1,147.67万 | 减仓 |
| IJH | ISHARES TR | $90.08万 | 0.25% | 13,340 | -18,670 | -58.3% | -$126.08万 | 减仓 |
| GOOGL | ALPHABET INC | $86.58万 | 0.25% | 3,011 | -7,547 | -71.5% | -$217.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $83.12万 | 0.24% | 4,331 | 3,102 | 252.4% | $59.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $77.15万 | 0.22% | 1,291 | -308 | -19.3% | -$18.41万 | 减仓 |
| AOR | ISHARES TR | $75.78万 | 0.21% | 11,776 | -5,219 | -30.7% | -$33.58万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $74.87万 | 0.21% | 10,409 | -19,385 | -65.1% | -$139.44万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $66.49万 | 0.19% | 13,468 | -6,519 | -32.6% | -$32.18万 | 减仓 |
| SHEL | SHELL PLC | $65.65万 | 0.19% | 7,059 | -17,222 | -70.9% | -$160.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $63.07万 | 0.18% | 1,645 | -895 | -35.2% | -$34.31万 | 减仓 |
| BA | BOEING CO | $62.44万 | 0.18% | 3,137 | -6,050 | -65.9% | -$120.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.92万 | 0.18% | 1,004 | -523 | -34.3% | -$32.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.55万 | 0.17% | 1,762 | -4,225 | -70.6% | -$142.78万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $56.65万 | 0.16% | 3,503 | -506 | -12.6% | -$8.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $54.81万 | 0.16% | 3,419 | -7,186 | -67.8% | -$115.21万 | 减仓 |
| XBI | SPDR SERIES TRUST | $45.65万 | 0.13% | 3,574 | -1,821 | -33.8% | -$23.26万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $43.34万 | 0.12% | 9,238 | -4,453 | -32.5% | -$20.89万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $41.00万 | 0.12% | 3,698 | -1,770 | -32.4% | -$19.62万 | 减仓 |
| KLAC | KLA CORP | $38.58万 | 0.11% | 262 | -1,079 | -80.5% | -$158.87万 | 减仓 |
| TSLA | TESLA INC | $33.01万 | 0.09% | 888 | -925 | -51.0% | -$34.39万 | 减仓 |
| CME | CME GROUP INC | $32.87万 | 0.09% | 1,113 | -3,265 | -74.6% | -$96.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.06万 | 0.09% | 1,576 | -1,037 | -39.7% | -$21.10万 | 减仓 |
| GEV | GE VERNOVA INC | $31.51万 | 0.09% | 361 | 361 | — | $31.51万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.05万 | 0.09% | 367 | -1,408 | -79.3% | -$119.12万 | 减仓 |
| IJR | ISHARES TR | $29.16万 | 0.08% | 2,346 | -1,246 | -34.7% | -$15.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $28.80万 | 0.08% | 3,065 | -11,588 | -79.1% | -$108.90万 | 减仓 |
| SHOP | SHOPIFY INC | $28.12万 | 0.08% | 2,371 | -2,422 | -50.5% | -$28.73万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.67万 | 0.06% | 1,458 | -4,849 | -76.9% | -$75.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.22万 | 0.06% | 223 | -696 | -75.7% | -$69.35万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.00万 | 0.06% | 1,084 | -3,196 | -74.7% | -$64.87万 | 减仓 |
| AZN | ASTRAZENECA PLC | $20.31万 | 0.06% | 1,030 | 1,030 | — | $20.31万 | 新建仓 |
| COR | CENCORA INC | $20.01万 | 0.06% | 637 | -2,113 | -76.8% | -$66.38万 | 减仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -39,212 | -100.0% | -$796.16万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -32,365 | -100.0% | -$244.13万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -4,720 | -100.0% | -$148.11万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,510 | -100.0% | -$102.98万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -10,505 | -100.0% | -$98.49万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -15,544 | -100.0% | -$91.29万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -5,829 | -100.0% | -$84.38万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,330 | -100.0% | -$79.61万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -21,852 | -100.0% | -$75.30万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,653 | -100.0% | -$71.18万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -4,996 | -100.0% | -$56.50万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,855 | -100.0% | -$53.55万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -9,099 | -100.0% | -$50.04万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,352 | -100.0% | -$47.05万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,773 | -100.0% | -$38.48万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,505 | -100.0% | -$31.15万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -667 | -100.0% | -$31.14万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -270 | -100.0% | -$28.90万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -756 | -100.0% | -$25.45万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -748 | -100.0% | -$21.96万 | 清仓 |