13F 机构持仓

LUTS & GREENLEIGH GROUP, INC.

BETHESDA MD · SEC CIK 0001967844

2026Q22026Q1 更早 9 个季度 🔒
$1.26亿2026Q1 申报市值
89持仓数
59.4%前十大占比 · 第一大 31.4%
7 / 3新建仓 / 清仓
申报市值走势$1.32亿2026Q2
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

EXXON MOBIL CO 31.4%
COST 8.2%
AAPL 4.6%
MSFT 3.0%
NVDA 2.9%
ABBV 2.4%
IWF 1.8%
IWO 1.7%
IBM 1.7%
GOOGL 1.7%

2026Q1 买入最多 按季末市值估算

GRNY 新建仓+$55.61万
DGRW 新建仓+$38.43万
USFR 新建仓+$27.17万
AFLG 新建仓+$26.63万
EPS 新建仓+$23.57万

2026Q1 卖出最多 按季末市值估算

EXXON MOBIL CORP 减仓-$204.20万
TT 减仓-$41.67万
MSFT 减仓-$25.99万
ISRG 清仓-$24.07万
TEL 清仓-$21.36万

2026Q1 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
— EXXON MOBIL CORP $3,964.04万31.39%233,646 -12,036-4.9% -$204.20万 减仓
COST COSTCO WHOLESALE CORPORATION $1,040.27万8.24%10,440 100.1% $9,964 加仓
AAPL APPLE INC $585.44万4.64%23,068 -7-0.0% -$1,777 减仓
MSFT MICROSOFT CORP $382.75万3.03%10,340 -702-6.4% -$25.99万 减仓
NVDA NVIDIA CORPORATION $360.89万2.86%20,693 -135-0.6% -$2.35万 减仓
ABBV ABBVIE INC $300.04万2.38%13,796 -58-0.4% -$1.26万 减仓
IWF ISHARES TR $222.91万1.77%5,228 1422.8% $6.05万 加仓
IWO ISHARES TR $217.25万1.72%6,923 410.6% $1.29万 加仓
IBM INTERNATIONAL BUSINESS MACHS $213.76万1.69%8,819 -215-2.4% -$5.21万 减仓
GOOGL ALPHABET INC $211.00万1.67%7,338 1061.5% $3.05万 加仓
IWD ISHARES TR $187.10万1.48%8,757 3354.0% $7.16万 加仓
AMZN AMAZON COM INC $184.05万1.46%8,837 -12-0.1% -$2,499 减仓
WM WASTE MGMT INC DEL $169.13万1.34%7,360 10.0% $230 加仓
KO COCA COLA CO $166.99万1.32%21,958 600.3% $4,563 加仓
IWN ISHARES TR $160.70万1.27%8,476 2132.6% $4.04万 加仓
JNJ JOHNSON & JOHNSON $158.89万1.26%6,500 1111.7% $2.71万 加仓
HD HOME DEPOT INC $155.09万1.23%4,715 -60-1.3% -$1.97万 减仓
IWP ISHARES TR $150.69万1.19%11,762 4814.3% $6.16万 加仓
ABT ABBOTT LABORATORIES $145.11万1.15%14,133 -260-1.8% -$2.67万 减仓
PM PHILIP MORRIS INTL INC $141.21万1.12%8,540 150.2% $2,480 加仓
IWS ISHARES TR $135.72万1.07%9,312 4465.0% $6.50万 加仓
JPM JPMORGAN CHASE & CO $128.96万1.02%4,384 10.0% $294 加仓
WMT WALMART INC $124.99万0.99%10,057 330.3% $4,101 加仓
ISTB ISHARES TR $124.34万0.98%25,658 -33-0.1% -$1,599 减仓
GLD SPDR GOLD TR $119.45万0.95%2,776 -160-5.4% -$6.88万 减仓
GOOG ALPHABET INC $118.27万0.94%4,123 44011.9% $12.62万 加仓
EFV ISHARES TR $116.65万0.92%15,689 5953.9% $4.42万 加仓
AVGO BROADCOM INC $109.61万0.87%3,541 -124-3.4% -$3.84万 减仓
EFG ISHARES TR $104.44万0.83%9,377 3854.3% $4.29万 加仓
LLY ELI LILLY & CO $92.73万0.73%1,008 -25-2.4% -$2.30万 减仓
TSLA TESLA INC $84.97万0.67%2,286 -35-1.5% -$1.30万 减仓
UNP UNION PAC CORP $82.03万0.65%3,381 10.0% $243 加仓
META META PLATFORMS INC $81.04万0.64%1,417 10.1% $572 加仓
VGT VANGUARD WORLD FD $77.74万0.62%1,114 -16-1.4% -$1.12万 减仓
VOO VANGUARD INDEX FDS $66.51万0.53%1,113 141.3% $8,367 加仓
CAT CATERPILLAR INC $63.21万0.50%892 678.1% $4.75万 加仓
SPY STATE STR SPDR S&P 500 ETF T $61.36万0.49%944 20.2% $1,300 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $60.04万0.48%1,253 373.0% $1.77万 加仓
LDOS LEIDOS HOLDINGS INC $56.81万0.45%3,653 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $55.98万0.44%22,617 00.0% — 不变
MRK MERCK & CO INC $55.84万0.44%4,642 110.2% $1,323 加仓
GRNY TIDAL TRUST I $55.61万0.44%23,295 23,295— $55.61万 新建仓
SYK STRYKER CORPORATION $55.04万0.44%1,675 -8-0.5% -$2,629 减仓
MDLZ MONDELEZ INTL INC $54.48万0.43%9,452 -104-1.1% -$5,995 减仓
SCHZ SCHWAB STRATEGIC TR $54.36万0.43%23,412 00.0% — 不变
T AT&T INC $53.34万0.42%18,398 640.3% $1,855 加仓
V VISA INC $49.13万0.39%1,626 -85-5.0% -$2.57万 减仓
EEM ISHARES TR $47.30万0.37%8,330 640.8% $3,634 加仓
CSCO CISCO SYS INC $45.82万0.36%5,906 -254-4.1% -$1.97万 减仓
SCHH SCHWAB STRATEGIC TR $45.56万0.36%21,200 00.0% — 不变
D DOMINION ENERGY INC $45.48万0.36%7,357 00.0% — 不变
MA MASTERCARD INCORPORATED $40.07万0.32%802 -4-0.5% -$1,999 减仓
GEV GE VERNOVA INC $39.63万0.31%454 6316.1% $5.50万 加仓
DGRW WISDOMTREE TR $38.43万0.30%4,375 4,375— $38.43万 新建仓
MCD MCDONALDS CORP $37.96万0.30%1,221 191.6% $5,906 加仓
MS MORGAN STANLEY $36.80万0.29%2,236 -9-0.4% -$1,481 减仓
NEE NEXTERA ENERGY INC $35.38万0.28%3,809 50.1% $464 加仓
CVX CHEVRON CORPORATION $35.30万0.28%1,706 00.0% — 不变
JMEE J P MORGAN EXCHANGE TRADED F $34.15万0.27%5,115 2314.7% $1.54万 加仓
BLK BLACKROCK INC $31.64万0.25%329 -29-8.1% -$2.79万 减仓
— HONEYWELL INTL INC $31.37万0.25%1,388 -8-0.6% -$1,808 减仓
XLY SELECT SECTOR SPDR TR $31.19万0.25%2,862 00.0% — 不变
BAC BANK AMERICA CORP $30.25万0.24%6,205 -28-0.4% -$1,365 减仓
JPME J P MORGAN EXCHANGE TRADED F $29.70万0.24%2,593 1345.4% $1.53万 加仓
GS GOLDMAN SACHS GROUP INC $28.97万0.23%342 20.6% $1,694 加仓
RF REGIONS FINANCIAL CORP NEW $28.97万0.23%11,090 00.0% — 不变
SO SOUTHERN CO $28.84万0.23%2,988 632.2% $6,080 加仓
NFLX NETFLIX INC. $28.69万0.23%2,984 -7-0.2% -$673 减仓
JAVA J P MORGAN EXCHANGE TRADED F $27.77万0.22%3,871 2496.9% $1.79万 加仓
VZ VERIZON COMMUNICATIONS INC $27.65万0.22%5,508 4298.4% $2.15万 加仓
PEP PEPSICO INC $27.62万0.22%1,778 -195-9.9% -$3.03万 减仓
USFR WISDOMTREE TR $27.17万0.22%5,398 5,398— $27.17万 新建仓
MU MICRON TECHNOLOGY INC $27.12万0.21%803 638.5% $2.13万 加仓
AFLG FIRST TR EXCHNG TRADED FD VI $26.63万0.21%6,903 6,903— $26.63万 新建仓
PG PROCTER & GAMBLE CO $26.15万0.21%1,810 -795-30.5% -$11.48万 减仓
AFL AFLAC INC $26.12万0.21%2,381 20.1% $219 加仓
QCOM QUALCOMM INC $24.82万0.20%1,927 -77-3.8% -$9,916 减仓
VIS VANGUARD WORLD FD $24.23万0.19%776 00.0% — 不变
JGRO J P MORGAN EXCHANGE TRADED F $24.18万0.19%2,861 1776.6% $1.50万 加仓
TT TRANE TECHNOLOGIES PLC $24.09万0.19%578 -1,000-63.4% -$41.67万 减仓
BMY BRISTOL-MYERS SQUIBB CO $24.00万0.19%3,957 70.2% $425 加仓
EPS WISDOMTREE TR $23.57万0.19%3,460 3,460— $23.57万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $23.36万0.19%1,597 100.6% $1,463 加仓
AMD ADVANCED MICRO DEVICES INC $23.33万0.18%1,147 716.6% $1.44万 加仓
ETN EATON CORP PLC $22.82万0.18%638 -1-0.2% -$358 减仓
ORCL ORACLE CORP $22.27万0.18%1,514 946.6% $1.38万 加仓
PANW PALO ALTO NETWORKS INC $21.69万0.17%1,353 332.5% $5,291 加仓
PFE PFIZER INC $20.65万0.16%7,355 7,355— $20.65万 新建仓
JIVE J P MORGAN EXCHANGE TRADED F $20.14万0.16%2,352 2,352— $20.14万 新建仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
ISRG INTUITIVE SURGICAL INC $00.00%0 -425-100.0% -$24.07万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -939-100.0% -$21.36万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -571-100.0% -$21.12万 清仓
SAIC SCIENCE APPLICATIONS INTL CO $00.00%0 —— — 申报中断