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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.07万 | 0.00% | 339 | 3 | 0.9% | $95 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.08万 | 0.00% | 135 | -35 | -20.6% | -$2,799 | 减仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $1.09万 | 0.00% | 113 | 1 | 0.9% | $96 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.09万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $1.10万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.10万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.10万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.11万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.12万 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $1.12万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.12万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $1.14万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $1.15万 | 0.00% | 1,500 | -1,670 | -52.7% | -$1.28万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.17万 | 0.00% | 220 | -44 | -16.7% | -$2,337 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.19万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $1.23万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.25万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $1.26万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.28万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $1.29万 | 0.00% | 23 | -1 | -4.2% | -$561 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1.31万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $1.31万 | 0.00% | 35 | -1 | -2.8% | -$375 | 减仓 |
| MET | METLIFE INC COM | $1.35万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.36万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.37万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.43万 | 0.01% | 98 | -26 | -21.0% | -$3,799 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $1.47万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $1.51万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A COM | $1.51万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.54万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $1.55万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.55万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $1.57万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $1.57万 | 0.01% | 50 | -125 | -71.4% | -$3.94万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.61万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.62万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.63万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.64万 | 0.01% | 55 | -43 | -43.9% | -$1.28万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $1.65万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1.68万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.72万 | 0.01% | 220 | -222 | -50.2% | -$1.73万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & MT COM | $1.73万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $1.76万 | 0.01% | 199 | -1 | -0.5% | -$89 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $1.77万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $1.78万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $1.78万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $1.82万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1.87万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.89万 | 0.01% | 38 | -9 | -19.1% | -$4,471 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $1.93万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $1.94万 | 0.01% | 57 | -23 | -28.7% | -$7,837 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.95万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $1.96万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1.98万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.99万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC COM | $2.01万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $2.02万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $2.04万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $2.04万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $2.07万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $2.12万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $2.13万 | 0.01% | 1,104 | -3,460 | -75.8% | -$6.67万 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $2.13万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $2.14万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.16万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $2.17万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $2.21万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $2.22万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.24万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.25万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.33万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $2.36万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $2.38万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $2.38万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $2.42万 | 0.01% | 139 | 2 | 1.5% | $348 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.45万 | 0.01% | 96 | 1 | 1.1% | $255 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $2.54万 | 0.01% | 555 | 3 | 0.5% | $137 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.54万 | 0.01% | 281 | 152 | 117.8% | $1.38万 | 加仓 |
| EQT | EQT CORP COM | $2.55万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.56万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCOME COM | $2.58万 | 0.01% | 2,351 | -1,000 | -29.8% | -$1.10万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.59万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $2.68万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2.76万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $2.77万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.87万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $2.93万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $2.94万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $2.97万 | 0.01% | 317 | -235 | -42.6% | -$2.20万 | 减仓 |
| RZV | INVESCO S&P SMALLCAP 600 PURE VALUE ETF | $2.98万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.98万 | 0.01% | 1,442 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $3.00万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $3.05万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $3.12万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $3.13万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $3.16万 | 0.01% | 269 | -1,452 | -84.4% | -$17.08万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $3.17万 | 0.01% | 194 | -81 | -29.5% | -$1.32万 | 减仓 |