13F 机构持仓

Greykasell Wealth Strategies, Inc.

DANVILLE CA · SEC CIK 0002041220

2026Q22026Q1 更早 9 个季度 🔒
$2.75亿2026Q2 申报市值
483持仓数
33.7%前十大占比 · 第一大 4.5%
4 / 88新建仓 / 清仓
申报市值走势$2.75亿2026Q2
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

IOO 4.5%
AAPL 4.5%
GOOGL 4.0%
GLD 3.7%
IVV 3.3%
FBND 3.1%
AGG 3.0%
EMXC 2.8%
QQQ 2.6%
AMZN 2.3%

2026Q2 买入最多 按季末市值估算

VEA 加仓+$64.89万
MU 加仓+$61.52万
FBND 加仓+$48.04万
EMXC 加仓+$41.70万
CGGO 加仓+$41.45万

2026Q2 卖出最多 按季末市值估算

ISTB 减仓-$218.24万
AGG 减仓-$139.95万
BRK/B 减仓-$37.53万
JBND 清仓-$35.48万
INTU 减仓-$31.45万

2026Q2 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
JBND JPMORGAN ACTIVE BOND ETF $00.00%0 -6,599-100.0% -$35.48万 清仓
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN $00.00%0 -6,075-100.0% -$28.99万 清仓
— EXXON MOBIL CORP COM $00.00%0 -944-100.0% -$16.02万 清仓
FLOT ISHARES FLOATING RATE BOND ETF $00.00%0 -2,483-100.0% -$12.65万 清仓
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $00.00%0 -1,144-100.0% -$10.56万 清仓
EPI WISDOMTREE INDIA EARNINGS FUND $00.00%0 -2,427-100.0% -$9.90万 清仓
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF $00.00%0 -3,512-100.0% -$8.19万 清仓
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF $00.00%0 -696-100.0% -$6.74万 清仓
— AIR LEASE CORP CL A $00.00%0 -968-100.0% -$6.28万 清仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $00.00%0 -379-100.0% -$4.49万 清仓
AGO ASSURED GUARANTY LTD COM $00.00%0 -502-100.0% -$4.09万 清仓
DHR DANAHER CORP DEL COM $00.00%0 -203-100.0% -$3.84万 清仓
BND VANGUARD TOTAL BOND MARKET ETF $00.00%0 -494-100.0% -$3.64万 清仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $00.00%0 -458-100.0% -$3.63万 清仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $00.00%0 -247-100.0% -$3.62万 清仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $00.00%0 -423-100.0% -$3.50万 清仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $00.00%0 -311-100.0% -$3.45万 清仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $00.00%0 -688-100.0% -$3.40万 清仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $00.00%0 -353-100.0% -$3.37万 清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $00.00%0 -308-100.0% -$2.67万 清仓
VPL VANGUARD FTSE PACIFIC ETF $00.00%0 -259-100.0% -$2.53万 清仓
EXE EXPAND ENERGY CORPORATION COM $00.00%0 -220-100.0% -$2.42万 清仓
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $00.00%0 -250-100.0% -$2.40万 清仓
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $00.00%0 -217-100.0% -$2.37万 清仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $00.00%0 -263-100.0% -$2.16万 清仓
CARR CARRIER GLOBAL CORPORATION COM $00.00%0 -360-100.0% -$2.03万 清仓
MBB ISHARES MBS ETF $00.00%0 -161-100.0% -$1.53万 清仓
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $00.00%0 -157-100.0% -$1.47万 清仓
MDT MEDTRONIC PLC SHS $00.00%0 -163-100.0% -$1.41万 清仓
TJX TJX COS INC NEW COM $00.00%0 -76-100.0% -$1.21万 清仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $00.00%0 -263-100.0% -$1.21万 清仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $00.00%0 -245-100.0% -$1.18万 清仓
GOVT ISHARES U.S. TREASURY BOND ETF $00.00%0 -494-100.0% -$1.13万 清仓
— COTERRA ENERGY INC COM $00.00%0 -289-100.0% -$1.02万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $00.00%0 -123-100.0% -$8,755 清仓
RBLX ROBLOX CORP CL A $00.00%0 -140-100.0% -$7,918 清仓
IEUR ISHARES CORE MSCI EUROPE ETF $00.00%0 -103-100.0% -$7,254 清仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $00.00%0 -102-100.0% -$7,029 清仓
PNR PENTAIR PLC SHS $00.00%0 -65-100.0% -$5,662 清仓
TEL TE CONNECTIVITY PLC ORD SHS $00.00%0 -24-100.0% -$5,066 清仓
VRT VERTIV HOLDINGS CO COM CL A $00.00%0 -20-100.0% -$5,016 清仓
BBCA JPMORGAN BETABUILDERS CANADA ETF $00.00%0 -50-100.0% -$4,716 清仓
INDA ISHARES MSCI INDIA ETF $00.00%0 -100-100.0% -$4,684 清仓
BBEU JPMORGAN BETABUILDERS EUROPE ETF $00.00%0 -61-100.0% -$4,435 清仓
MLI MUELLER INDS INC COM $00.00%0 -40-100.0% -$4,432 清仓
CPRT COPART INC COM $00.00%0 -110-100.0% -$3,652 清仓
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $00.00%0 -56-100.0% -$3,357 清仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $00.00%0 -20-100.0% -$3,243 清仓
CCI CROWN CASTLE INC COM $00.00%0 -36-100.0% -$2,927 清仓
HPQ HP INC COM $00.00%0 -150-100.0% -$2,882 清仓
OTIS OTIS WORLDWIDE CORP COM $00.00%0 -35-100.0% -$2,698 清仓
ADSK AUTODESK INC COM $00.00%0 -11-100.0% -$2,633 清仓
AVY AVERY DENNISON CORP COM $00.00%0 -14-100.0% -$2,418 清仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $00.00%0 -100-100.0% -$2,381 清仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $00.00%0 -45-100.0% -$2,113 清仓
KHC KRAFT HEINZ CO COM $00.00%0 -91-100.0% -$2,047 清仓
TKO TKO GROUP HOLDINGS INC CL A $00.00%0 -10-100.0% -$2,039 清仓
HLT HILTON WORLDWIDE HLDGS INC COM $00.00%0 -6-100.0% -$1,824 清仓
NRG NRG ENERGY INC COM NEW $00.00%0 -12-100.0% -$1,754 清仓
MSCI MSCI INC COM $00.00%0 -3-100.0% -$1,633 清仓
VST VISTRA CORP COM $00.00%0 -9-100.0% -$1,359 清仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $00.00%0 -4-100.0% -$1,323 清仓
— HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV $00.00%0 -20-100.0% -$1,290 清仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $00.00%0 -11-100.0% -$1,232 清仓
APP APPLOVIN CORP COM CL A $00.00%0 -3-100.0% -$1,194 清仓
ODFL OLD DOMINION FREIGHT LINE INC COM $00.00%0 -6-100.0% -$1,179 清仓
HWM HOWMET AEROSPACE INC COM $00.00%0 -5-100.0% -$1,154 清仓
TSCO TRACTOR SUPPLY CO COM $00.00%0 -25-100.0% -$1,147 清仓
SNOW SNOWFLAKE INC COM SHS $00.00%0 -7-100.0% -$1,056 清仓
PODD INSULET CORP COM $00.00%0 -5-100.0% -$1,049 清仓
HOOD ROBINHOOD MKTS INC COM CL A $00.00%0 -15-100.0% -$1,040 清仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $00.00%0 -12-100.0% -$1,020 清仓
HUBS HUBSPOT INC COM $00.00%0 -4-100.0% -$976 清仓
CLH CLEAN HARBORS INC COM $00.00%0 -3-100.0% -$860 清仓
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -26-100.0% -$832 清仓
EOG EOG RES INC COM $00.00%0 -5-100.0% -$723 清仓
DOCU DOCUSIGN INC COM $00.00%0 -14-100.0% -$664 清仓
FIG FIGMA INC CLASS A COM STK $00.00%0 -30-100.0% -$634 清仓
CAVA CAVA GROUP INC COM $00.00%0 -7-100.0% -$566 清仓
DOCS DOXIMITY INC CL A $00.00%0 -24-100.0% -$559 清仓
BLDR BUILDERS FIRSTSOURCE INC COM $00.00%0 -6-100.0% -$494 清仓
ELF E L F BEAUTY INC COM $00.00%0 -8-100.0% -$485 清仓
SEG SEAPORT ENTMT GROUP INC COMMON STOCK $00.00%0 -18-100.0% -$376 清仓
ZTS ZOETIS INC CL A $00.00%0 -3-100.0% -$296 清仓
ONON ON HLDG AG NAMEN AKT A $00.00%0 -7-100.0% -$238 清仓
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $00.00%0 -3-100.0% -$234 清仓
GLIBK GCI LIBERTY INC COM SER C $00.00%0 -6-100.0% -$223 清仓
PCTY PAYLOCITY HLDG CORP COM $00.00%0 -2-100.0% -$216 清仓
SFIX STITCH FIX INC COM CL A $40.00%1 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC COM $2340.00%6 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $2880.00%8 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A SHS $4590.00%1 -38-97.4% -$1.74万 减仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $6510.00%66 00.0% — 不变
WAB WABTEC COM $8090.00%3 00.0% — 不变
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $1,0830.00%11 00.0% — 不变
PCG PG&E CORP COM $1,1940.00%71 00.0% — 不变
TGT TARGET CORP COM $1,3060.00%10 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD SHS $1,3360.00%80 00.0% — 不变
DOW DOW HLDGS INC COM $1,4230.00%52 00.0% — 不变
SCHH SCHWAB U.S. REIT ETF $1,4440.00%61 00.0% — 不变