Greykasell Wealth Strategies, Inc.
DANVILLE CA · SEC CIK 0002041220
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,492 | 0.00% | 11 | -23 | -67.6% | -$3,120 | 减仓 |
| UDR | UDR INC COM | $1,717 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1,732 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $1,797 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1,816 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,867 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,878 | 0.00% | 200 | -1,140 | -85.1% | -$1.07万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $1,896 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2,110 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $2,300 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $2,375 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $2,592 | 0.00% | 50 | -115 | -69.7% | -$5,962 | 减仓 |
| QTWO | Q2 HLDGS INC COM | $2,597 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2,622 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $2,632 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2,776 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $2,790 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $2,908 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2,970 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $3,022 | 0.00% | 75 | -25 | -25.0% | -$1,007 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $3,042 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $3,109 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3,336 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $3,539 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3,656 | 0.00% | 70 | 1 | 1.4% | $52 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $3,696 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3,709 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $3,738 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $3,744 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $3,756 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $3,770 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3,823 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4,191 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $4,284 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4,318 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4,404 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4,426 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $4,439 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $4,581 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $4,649 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $4,834 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $4,968 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $5,036 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,190 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $5,286 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $5,353 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5,357 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $5,360 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $5,405 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $5,499 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $5,645 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $5,736 | 0.00% | 98 | 1 | 1.0% | $59 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $5,988 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUALIT COM | $6,019 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $6,063 | 0.00% | 122 | 1 | 0.8% | $50 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $6,157 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $6,164 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $6,242 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $6,394 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $6,539 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $6,622 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $6,624 | 0.00% | 73 | -104 | -58.8% | -$9,437 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7,020 | 0.00% | 139 | 1 | 0.7% | $51 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $7,045 | 0.00% | 96 | 1 | 1.1% | $73 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7,061 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $7,189 | 0.00% | 650 | -250 | -27.8% | -$2,765 | 减仓 |
| CNC | CENTENE CORP DEL COM | $7,189 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $7,342 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7,346 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $7,383 | 0.00% | 154 | -2,115 | -93.2% | -$10.14万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7,388 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $7,501 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $7,637 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $7,689 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $7,855 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $8,020 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $8,202 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $8,269 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $8,300 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $8,347 | 0.00% | 202 | 202 | — | $8,347 | 新建仓 |
| NDSN | NORDSON CORP COM | $8,447 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $8,604 | 0.00% | 36 | -13 | -26.5% | -$3,107 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $8,659 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $8,679 | 0.00% | 138 | -45 | -24.6% | -$2,830 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $8,883 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $8,916 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9,262 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $9,561 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $9,562 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $9,630 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $9,717 | 0.00% | 44 | -268 | -85.9% | -$5.92万 | 减仓 |
| AMBA | AMBARELLA INC SHS | $9,867 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $9,909 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $9,997 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.02万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $1.02万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.02万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $1.02万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $1.04万 | 0.00% | 121 | 1 | 0.8% | $86 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.05万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |