13F 机构持仓

GREENUP STREET WEALTH MANAGEMENT LLC

OVERLAND PARK KS · SEC CIK 0001909904

2026Q22026Q1 更早 9 个季度 🔒
$7.10亿2026Q1 申报市值
127持仓数
60.4%前十大占比 · 第一大 13.0%
14 / 9新建仓 / 清仓
申报市值走势$8.22亿2026Q2
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

AVDE 13.0%
QQQ 8.2%
IVV 7.8%
AVEM 7.0%
VTV 6.6%
IVE 6.2%
BIV 3.4%
SLQD 3.3%
UITB 3.0%
VOT 2.0%

2026Q1 买入最多 按季末市值估算

VOT 加仓+$896.27万
VOE 加仓+$566.13万
NLR 新建仓+$474.63万
VMC 新建仓+$417.21万
FEM 新建仓+$409.90万

2026Q1 卖出最多 按季末市值估算

AVDE 减仓-$615.38万
QQQ 减仓-$381.11万
FXO 清仓-$376.35万
HCA 清仓-$363.46万
NU 清仓-$357.01万

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
NVS NOVARTIS AG $36.29万0.05%2,376 -68-2.8% -$1.04万 减仓
TRV TRAVELERS COMPANIES INC $35.52万0.05%1,218 110.9% $3,208 加仓
EEM ISHARES TR $34.14万0.05%6,012 -2,333-28.0% -$13.25万 减仓
VEA VANGUARD TAX-MANAGED FDS $33.19万0.05%5,179 1,52641.8% $9.78万 加仓
IJS ISHARES TR $33.03万0.05%2,789 52022.9% $6.16万 加仓
PDEC INNOVATOR ETFS TRUST $32.47万0.05%7,639 00.0% — 不变
MRK MERCK & CO INC $30.74万0.04%2,556 2078.8% $2.49万 加仓
ACWI ISHARES TR $29.89万0.04%2,160 00.0% — 不变
HD HOME DEPOT INC $29.55万0.04%898 394.5% $1.28万 加仓
BKNG BOOKING HOLDINGS INC $29.00万0.04%69 -11-13.8% -$4.62万 减仓
VTEB VANGUARD MUN BD FDS $28.32万0.04%5,676 -8,688-60.5% -$43.34万 减仓
ISRG INTUITIVE SURGICAL INC $27.40万0.04%594 162.8% $7,381 加仓
PG PROCTER & GAMBLE CO $27.04万0.04%1,872 1659.7% $2.38万 加仓
MPLX MPLX LP $26.31万0.04%4,610 -41,567-90.0% -$237.21万 减仓
IEV ISHARES TR $26.18万0.04%3,854 -522-11.9% -$3.55万 减仓
GE GE AEROSPACE $25.91万0.04%913 913— $25.91万 新建仓
ABT ABBOTT LABORATORIES $25.80万0.04%2,513 -45-1.8% -$4,620 减仓
SCHF SCHWAB STRATEGIC TR $25.15万0.04%10,161 -211-2.0% -$5,222 减仓
FFOX FUNDX INVT TR $24.89万0.04%9,450 00.0% — 不变
BSV VANGUARD BD INDEX FDS $23.92万0.03%3,050 3,050— $23.92万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $23.86万0.03%984 212.2% $5,092 加仓
UPS UNITED PARCEL SVCS INC $23.70万0.03%2,409 2,409— $23.70万 新建仓
UHS UNIVERSAL HLTH SVCS INC $23.33万0.03%1,304 10.1% $179 加仓
CSCO CISCO SYS INC $21.89万0.03%2,821 1766.7% $1.37万 加仓
GEV GE VERNOVA INC $21.36万0.03%245 245— $21.36万 新建仓
SPG SIMON PPTY GROUP INC NEW $20.68万0.03%1,109 1,109— $20.68万 新建仓
IEFA ISHARES TR $20.36万0.03%2,249 2,249— $20.36万 新建仓
FXO FIRST TR EXCHANGE TRADED FD $00.00%0 -62,361-100.0% -$376.35万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -7,785-100.0% -$363.46万 清仓
NU NU HLDGS LTD $00.00%0 -213,268-100.0% -$357.01万 清仓
AMAT APPLIED MATLS INC $00.00%0 —— — 申报中断
FSLR FIRST SOLAR INC $00.00%0 -11,805-100.0% -$308.39万 清仓
LLY ELI LILLY & CO $00.00%0 —— — 申报中断
GILD GILEAD SCIENCES INC $00.00%0 -19,408-100.0% -$238.22万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -6,207-100.0% -$208.97万 清仓
ABNB AIRBNB INC $00.00%0 -10,324-100.0% -$140.11万 清仓
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 -7,701-100.0% -$39.76万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -3,243-100.0% -$25.51万 清仓