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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | $14.17万 | 0.05% | 834 | 114 | 15.8% | $1.94万 | 加仓 |
| NFLX | NETFLIX INC. COM | $14.35万 | 0.05% | 2,010 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $15.15万 | 0.05% | 557 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $15.27万 | 0.06% | 844 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $15.46万 | 0.06% | 2,966 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $15.68万 | 0.06% | 622 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $15.78万 | 0.06% | 1,320 | -176 | -11.8% | -$2.10万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $16.50万 | 0.06% | 1,205 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $16.89万 | 0.06% | 923 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $16.93万 | 0.06% | 1,884 | 1 | 0.1% | $90 | 加仓 |
| HON | HONEYWELL INTL INC COM | $16.97万 | 0.06% | 758 | -1,073 | -58.6% | -$24.02万 | 减仓 |
| INTU | INTUIT COM | $17.04万 | 0.06% | 653 | -1,205 | -64.9% | -$31.45万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $17.20万 | 0.06% | 612 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $17.60万 | 0.06% | 1,790 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $17.89万 | 0.06% | 1,396 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $18.17万 | 0.07% | 919 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $18.48万 | 0.07% | 762 | 2 | 0.3% | $485 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $18.51万 | 0.07% | 616 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $18.95万 | 0.07% | 968 | 543 | 127.8% | $10.63万 | 加仓 |
| ROST | ROSS STORES INC COM | $19.30万 | 0.07% | 907 | 295 | 48.2% | $6.28万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $19.30万 | 0.07% | 1,172 | -5 | -0.4% | -$824 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $19.81万 | 0.07% | 896 | 896 | — | $19.81万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $19.94万 | 0.07% | 468 | 217 | 86.5% | $9.25万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $20.02万 | 0.07% | 958 | 1 | 0.1% | $209 | 加仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $20.03万 | 0.07% | 2,557 | 11 | 0.4% | $862 | 加仓 |
| BA | BOEING CO COM | $20.13万 | 0.07% | 930 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $20.24万 | 0.07% | 1,064 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $20.49万 | 0.07% | 1,622 | 122 | 8.1% | $1.54万 | 加仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $20.64万 | 0.07% | 8,420 | -8,698 | -50.8% | -$21.32万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $21.09万 | 0.08% | 2,312 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $21.52万 | 0.08% | 328 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $22.32万 | 0.08% | 2,326 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $22.73万 | 0.08% | 2,224 | -11 | -0.5% | -$1,124 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $22.99万 | 0.08% | 1,028 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $23.33万 | 0.08% | 175 | 13 | 8.0% | $1.73万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $23.62万 | 0.09% | 855 | 855 | — | $23.62万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $23.84万 | 0.09% | 1,251 | -436 | -25.8% | -$8.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $24.41万 | 0.09% | 563 | 303 | 116.5% | $13.13万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $25.41万 | 0.09% | 7,530 | 3 | 0.0% | $101 | 加仓 |
| LIN | LINDE PLC SHS | $25.64万 | 0.09% | 494 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $25.85万 | 0.09% | 16,281 | 9,247 | 131.5% | $14.68万 | 加仓 |
| GM | GENERAL MTRS CO COM | $26.56万 | 0.10% | 3,446 | 218 | 6.8% | $1.68万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $26.88万 | 0.10% | 1,521 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $27.28万 | 0.10% | 161 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | $27.91万 | 0.10% | 37,621 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $28.01万 | 0.10% | 1,234 | -23 | -1.8% | -$5,220 | 减仓 |
| LOW | LOWES COS INC COM | $28.58万 | 0.10% | 1,296 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $28.98万 | 0.11% | 213 | -1 | -0.5% | -$1,360 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $29.15万 | 0.11% | 4,835 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $29.28万 | 0.11% | 2,896 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $29.41万 | 0.11% | 428 | 1 | 0.2% | $687 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $29.79万 | 0.11% | 478 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $29.95万 | 0.11% | 6,044 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $30.22万 | 0.11% | 1,127 | -5 | -0.4% | -$1,341 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $30.39万 | 0.11% | 3,465 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $31.19万 | 0.11% | 7,351 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $31.55万 | 0.11% | 2,013 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $31.92万 | 0.12% | 2,078 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $32.00万 | 0.12% | 3,319 | -86 | -2.5% | -$8,292 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $32.26万 | 0.12% | 2,346 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $34.26万 | 0.12% | 2,187 | -784 | -26.4% | -$12.28万 | 减仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $35.04万 | 0.13% | 7,588 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $36.03万 | 0.13% | 1,151 | 1 | 0.1% | $313 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $36.69万 | 0.13% | 1,836 | 1 | 0.1% | $200 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $38.56万 | 0.14% | 5,088 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $39.48万 | 0.14% | 2,215 | -10 | -0.4% | -$1,783 | 减仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $40.40万 | 0.15% | 6,980 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $40.87万 | 0.15% | 15,330 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $41.16万 | 0.15% | 4,396 | -436 | -9.0% | -$4.08万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $42.07万 | 0.15% | 1,322 | 1 | 0.1% | $318 | 加仓 |
| BAC | BANK OF AMER CORP COM | $42.77万 | 0.16% | 7,507 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $43.32万 | 0.16% | 1,449 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $43.62万 | 0.16% | 870 | -39 | -4.3% | -$1.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $44.60万 | 0.16% | 875 | 84 | 10.6% | $4.28万 | 加仓 |
| TSLA | TESLA INC COM | $44.88万 | 0.16% | 1,067 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $45.09万 | 0.16% | 4,829 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $45.70万 | 0.17% | 381 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $46.70万 | 0.17% | 6,719 | 15 | 0.2% | $1,042 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $48.18万 | 0.17% | 2,512 | 1,427 | 131.5% | $27.37万 | 加仓 |
| DIS | DISNEY WALT CO COM | $48.60万 | 0.18% | 5,050 | 137 | 2.8% | $1.32万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $51.70万 | 0.19% | 1,397 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $52.98万 | 0.19% | 2,239 | 9 | 0.4% | $2,130 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $56.11万 | 0.20% | 6,081 | 136 | 2.3% | $1.25万 | 加仓 |
| ORCL | ORACLE CORP COM | $57.17万 | 0.21% | 3,901 | -42 | -1.1% | -$6,155 | 减仓 |
| CMI | CUMMINS INC COM | $61.12万 | 0.22% | 857 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $62.77万 | 0.23% | 1,823 | -24 | -1.3% | -$8,263 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $66.93万 | 0.24% | 6,219 | 2 | 0.0% | $215 | 加仓 |
| — | EMQQ THE EMERGING MARKETS INTERNET ETF | $67.59万 | 0.25% | 21,662 | -6,170 | -22.2% | -$19.25万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $71.58万 | 0.26% | 938 | 45 | 5.0% | $3.43万 | 加仓 |
| BLK | BLACKROCK INC COM | $74.22万 | 0.27% | 772 | -3 | -0.4% | -$2,884 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.27% | 1 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN FTSE INDIA ETF | $76.02万 | 0.28% | 21,371 | -3,271 | -13.3% | -$11.63万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $77.32万 | 0.28% | 10,240 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $77.45万 | 0.28% | 4,191 | 163 | 4.0% | $3.01万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $77.71万 | 0.28% | 2,194 | 169 | 8.3% | $5.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $78.27万 | 0.28% | 2,295 | 153 | 7.1% | $5.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $80.34万 | 0.29% | 3,163 | 2 | 0.1% | $508 | 加仓 |
| GE | GE AEROSPACE COM NEW | $81.29万 | 0.30% | 2,175 | 137 | 6.7% | $5.12万 | 加仓 |
| AGGH | SIMPLIFY AGGREGATE BOND ETF | $82.21万 | 0.30% | 40,759 | 716 | 1.8% | $1.44万 | 加仓 |
| NOW | SERVICENOW INC COM | $84.57万 | 0.31% | 8,519 | -1,691 | -16.6% | -$16.79万 | 减仓 |