Greykasell Wealth Strategies, Inc.
DANVILLE CA · SEC CIK 0002041220
$2.48亿2026Q1 申报市值
567持仓数
34.0%前十大占比 · 第一大 4.8%
81 / 7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
ABNB 加仓+$126.77万
CGIE 加仓+$80.45万
BRK/B 加仓+$42.07万
EMXC 加仓+$38.75万
VEA 加仓+$30.34万
2026Q1 卖出最多 按季末市值估算
BRK/A 减仓-$71.81万
IHDG 减仓-$68.93万
IOO 减仓-$53.80万
WDAY 减仓-$24.15万
GOOGL 减仓-$22.34万
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 |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC COM | $4,432 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $4,435 | 0.00% | 61 | 61 | — | $4,435 | 新建仓 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $4,473 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4,523 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $4,596 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $4,684 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $4,716 | 0.00% | 50 | 50 | — | $4,716 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $4,758 | 0.00% | 12 | 12 | — | $4,758 | 新建仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4,760 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $4,975 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5,016 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $5,037 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $5,046 | 0.00% | 160 | 160 | — | $5,046 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $5,066 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $5,111 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5,165 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $5,323 | 0.00% | 41 | 41 | — | $5,323 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,369 | 0.00% | 41 | 41 | — | $5,369 | 新建仓 |
| PNR | PENTAIR PLC SHS | $5,662 | 0.00% | 65 | 65 | — | $5,662 | 新建仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUALIT COM | $5,693 | 0.00% | 593 | 593 | — | $5,693 | 新建仓 |
| BRO | BROWN & BROWN INC COM | $5,738 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $5,764 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5,769 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $5,773 | 0.00% | 68 | 68 | — | $5,773 | 新建仓 |
| VTR | VENTAS INC COM | $5,888 | 0.00% | 72 | 72 | — | $5,888 | 新建仓 |
| AMBA | AMBARELLA INC SHS | $5,920 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $6,005 | 0.00% | 121 | 121 | — | $6,005 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $6,431 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $6,548 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $6,577 | 0.00% | 34 | 1 | 3.0% | $193 | 加仓 |
| GMED | GLOBUS MED INC CL A | $6,807 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $6,866 | 0.00% | 138 | -78 | -36.1% | -$3,881 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,931 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $7,029 | 0.00% | 102 | 102 | — | $7,029 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $7,037 | 0.00% | 1,348 | 1,348 | — | $7,037 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7,043 | 0.00% | 87 | 87 | — | $7,043 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7,078 | 0.00% | 54 | 54 | — | $7,078 | 新建仓 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $7,248 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $7,254 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $7,402 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7,437 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $7,450 | 0.00% | 28 | 28 | — | $7,450 | 新建仓 |
| COKE | COCA COLA CONS INC COM | $7,670 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,673 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $7,805 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $7,918 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $8,036 | 0.00% | 71 | 71 | — | $8,036 | 新建仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $8,066 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $8,145 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $8,155 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $8,273 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $8,473 | 0.00% | 192 | 142 | 284.0% | $6,266 | 加仓 |
| DDOG | DATADOG INC CL A COM | $8,500 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $8,513 | 0.00% | 32 | 32 | — | $8,513 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $8,717 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,729 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $8,737 | 0.00% | 43 | 43 | — | $8,737 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,755 | 0.00% | 123 | 123 | — | $8,755 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $8,764 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8,767 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $8,867 | 0.00% | 48 | 48 | — | $8,867 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $8,908 | 0.00% | 28 | 28 | — | $8,908 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9,036 | 0.00% | 32 | 32 | — | $9,036 | 新建仓 |
| EBAY | EBAY INC. COM | $9,102 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $9,107 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $9,166 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9,179 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $9,466 | 0.00% | 182 | 182 | — | $9,466 | 新建仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $9,518 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $9,747 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9,769 | 0.00% | 100 | 100 | — | $9,769 | 新建仓 |
| CTVA | CORTEVA INC COM | $9,794 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC COM | $9,858 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $9,996 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $1.01万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.02万 | 0.00% | 39 | 22 | 129.4% | $5,726 | 加仓 |
| — | COTERRA ENERGY INC COM | $1.02万 | 0.00% | 289 | 289 | — | $1.02万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $1.02万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $1.02万 | 0.00% | 49 | 49 | — | $1.02万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.03万 | 0.00% | 336 | 3 | 0.9% | $92 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $1.03万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $1.04万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $1.04万 | 0.00% | 31 | 23 | 287.5% | $7,735 | 加仓 |
| WAT | WATERS CORP COM | $1.07万 | 0.00% | 36 | 36 | — | $1.07万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1.08万 | 0.00% | 183 | 138 | 306.7% | $8,124 | 加仓 |
| GLW | CORNING INC COM | $1.09万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1.10万 | 0.00% | 81 | 81 | — | $1.10万 | 新建仓 |
| MET | METLIFE INC COM | $1.13万 | 0.00% | 160 | 160 | — | $1.13万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1.13万 | 0.00% | 494 | 494 | — | $1.13万 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $1.14万 | 0.00% | 178 | 178 | — | $1.14万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $1.16万 | 0.00% | 80 | 80 | — | $1.16万 | 新建仓 |
| XPO | XPO INC COM | $1.17万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.18万 | 0.00% | 245 | 245 | — | $1.18万 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $1.18万 | 0.00% | 178 | 178 | — | $1.18万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.21万 | 0.00% | 263 | 26 | 11.0% | $1,194 | 加仓 |
| TJX | TJX COS INC NEW COM | $1.21万 | 0.00% | 76 | 1 | 1.3% | $159 | 加仓 |
| SNEX | STONEX GROUP INC COM | $1.21万 | 0.00% | 150 | 50 | 50.0% | $4,033 | 加仓 |
| SLB | SLB LIMITED COM STK | $1.22万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.25万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.26万 | 0.01% | 168 | 168 | — | $1.26万 | 新建仓 |