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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | $3.64万 | 0.01% | 494 | 399 | 420.0% | $2.94万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.64万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $3.67万 | 0.01% | 552 | 212 | 62.4% | $1.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $3.67万 | 0.01% | 41 | 24 | 141.2% | $2.15万 | 加仓 |
| PFE | PFIZER INC COM | $3.68万 | 0.01% | 1,310 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCOME COM | $3.69万 | 0.01% | 3,351 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3.73万 | 0.02% | 808 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $3.81万 | 0.02% | 146 | -4 | -2.7% | -$1,044 | 减仓 |
| DHR | DANAHER CORP DEL COM | $3.84万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3.88万 | 0.02% | 517 | 1 | 0.2% | $75 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $3.93万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $4.01万 | 0.02% | 87 | 26 | 42.6% | $1.20万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4.08万 | 0.02% | 372 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD COM | $4.09万 | 0.02% | 502 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $4.15万 | 0.02% | 1,106 | 2 | 0.2% | $75 | 加仓 |
| KO | COCA COLA CO COM | $4.16万 | 0.02% | 547 | 214 | 64.3% | $1.63万 | 加仓 |
| T | AT&T INC COM | $4.18万 | 0.02% | 1,442 | 792 | 121.8% | $2.30万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $4.27万 | 0.02% | 76 | 21 | 38.2% | $1.18万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $4.40万 | 0.02% | 439 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $4.48万 | 0.02% | 692 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $4.49万 | 0.02% | 379 | 2 | 0.5% | $237 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.53万 | 0.02% | 1,109 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $4.53万 | 0.02% | 64 | 64 | — | $4.53万 | 新建仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $4.59万 | 0.02% | 317 | 1 | 0.3% | $145 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $4.61万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $4.68万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $4.75万 | 0.02% | 275 | 30 | 12.2% | $5,177 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $4.76万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $4.86万 | 0.02% | 523 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $4.93万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $5.09万 | 0.02% | 2,825 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $5.13万 | 0.02% | 1,665 | 1 | 0.1% | $31 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $5.33万 | 0.02% | 207 | -1 | -0.5% | -$257 | 减仓 |
| SLRC | SLR INVESTMENT CORP COM | $5.42万 | 0.02% | 3,787 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $5.46万 | 0.02% | 195 | 51 | 35.4% | $1.43万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $5.46万 | 0.02% | 595 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $5.49万 | 0.02% | 774 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $5.53万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.55万 | 0.02% | 260 | 243 | 1,429.4% | $5.19万 | 加仓 |
| RACE | FERRARI N V COM | $5.69万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $5.70万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $5.75万 | 0.02% | 175 | 50 | 40.0% | $1.64万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $5.76万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $5.83万 | 0.02% | 375 | 1 | 0.3% | $155 | 加仓 |
| MCK | MCKESSON CORP COM | $5.85万 | 0.02% | 68 | 25 | 58.1% | $2.15万 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $6.12万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $6.21万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $6.24万 | 0.03% | 647 | 81 | 14.3% | $7,818 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $6.25万 | 0.03% | 390 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP CL A | $6.28万 | 0.03% | 968 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $6.43万 | 0.03% | 325 | 55 | 20.4% | $1.09万 | 加仓 |
| CTAS | CINTAS CORP COM | $6.50万 | 0.03% | 385 | 12 | 3.2% | $2,027 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $6.74万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $6.89万 | 0.03% | 4,402 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $7.06万 | 0.03% | 385 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $7.06万 | 0.03% | 1,004 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $7.11万 | 0.03% | 1,834 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $7.17万 | 0.03% | 662 | 77 | 13.2% | $8,335 | 加仓 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.41万 | 0.03% | 7,175 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $7.45万 | 0.03% | 414 | 52 | 14.4% | $9,360 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $7.48万 | 0.03% | 1,732 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS CL A | $7.79万 | 0.03% | 2,633 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $7.85万 | 0.03% | 1,091 | 55 | 5.3% | $3,956 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $7.93万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $8.16万 | 0.03% | 1,626 | 405 | 33.2% | $2.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $8.17万 | 0.03% | 270 | 95 | 54.3% | $2.87万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $8.19万 | 0.03% | 3,512 | 3 | 0.1% | $70 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $8.34万 | 0.03% | 2,269 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $8.43万 | 0.03% | 425 | 130 | 44.1% | $2.58万 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $8.67万 | 0.03% | 4,564 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $8.71万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $8.71万 | 0.04% | 635 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $8.84万 | 0.04% | 720 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $8.87万 | 0.04% | 946 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $8.93万 | 0.04% | 286 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $8.98万 | 0.04% | 251 | -50 | -16.6% | -$1.79万 | 减仓 |
| CME | CME GROUP INC COM | $9.20万 | 0.04% | 312 | 44 | 16.4% | $1.30万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $9.37万 | 0.04% | 1,375 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.40万 | 0.04% | 643 | 21 | 3.4% | $3,071 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $9.55万 | 0.04% | 1,144 | 3 | 0.3% | $250 | 加仓 |
| AMLP | ALERIAN MLP ETF | $9.57万 | 0.04% | 1,818 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $9.89万 | 0.04% | 1,242 | 262 | 26.7% | $2.09万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $9.90万 | 0.04% | 2,427 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $10.05万 | 0.04% | 761 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $10.35万 | 0.04% | 502 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $10.56万 | 0.04% | 1,144 | 1 | 0.1% | $92 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $10.66万 | 0.04% | 4,639 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $10.67万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $10.70万 | 0.04% | 588 | 82 | 16.2% | $1.49万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $10.87万 | 0.04% | 1,732 | -127 | -6.8% | -$7,970 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $10.97万 | 0.04% | 527 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $11.11万 | 0.04% | 1,526 | 261 | 20.6% | $1.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.21万 | 0.05% | 1,848 | 214 | 13.1% | $1.30万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $11.28万 | 0.05% | 622 | -172 | -21.7% | -$3.12万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $11.80万 | 0.05% | 1,883 | 4 | 0.2% | $251 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $12.05万 | 0.05% | 612 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $12.06万 | 0.05% | 488 | 18 | 3.8% | $4,447 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $12.16万 | 0.05% | 576 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $12.18万 | 0.05% | 7,034 | 7,034 | — | $12.18万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $12.46万 | 0.05% | 361 | 0 | 0.0% | — | 不变 |