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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | $84.58万 | 0.31% | 3,481 | 3 | 0.1% | $729 | 加仓 |
| C | CITIGROUP INC COM NEW | $85.76万 | 0.31% | 6,127 | 387 | 6.7% | $5.42万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $87.80万 | 0.32% | 15,232 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $89.09万 | 0.32% | 10,755 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $95.18万 | 0.35% | 478 | 92 | 23.8% | $18.32万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $97.42万 | 0.35% | 10,945 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $100.45万 | 0.36% | 2,848 | 92 | 3.3% | $3.24万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $103.52万 | 0.38% | 6,172 | -43 | -0.7% | -$7,212 | 减仓 |
| FAST | FASTENAL CO COM | $105.94万 | 0.38% | 22,057 | 1,105 | 5.3% | $5.31万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $107.53万 | 0.39% | 10,374 | 3 | 0.0% | $311 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $107.76万 | 0.39% | 6,501 | 255 | 4.1% | $4.23万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $109.12万 | 0.40% | 41,356 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $109.84万 | 0.40% | 1,732 | 1 | 0.1% | $634 | 加仓 |
| ARKK | ARK INNOVATION ETF | $110.51万 | 0.40% | 13,674 | -759 | -5.3% | -$6.13万 | 减仓 |
| AMGN | AMGEN INC COM | $112.93万 | 0.41% | 3,119 | -23 | -0.7% | -$8,328 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $113.96万 | 0.41% | 3,225 | -330 | -9.3% | -$11.66万 | 减仓 |
| PCAR | PACCAR INC COM | $114.35万 | 0.42% | 9,520 | 4 | 0.0% | $480 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $115.55万 | 0.42% | 2,269 | 84 | 3.8% | $4.28万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $115.84万 | 0.42% | 5,303 | -75 | -1.4% | -$1.64万 | 减仓 |
| RTX | RTX CORPORATION COM | $122.26万 | 0.44% | 6,444 | 294 | 4.8% | $5.58万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $124.59万 | 0.45% | 22,782 | -1,536 | -6.3% | -$8.40万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $126.33万 | 0.46% | 36,490 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $129.75万 | 0.47% | 2,593 | -750 | -22.4% | -$37.53万 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $137.75万 | 0.50% | 11,315 | 409 | 3.8% | $4.98万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $139.77万 | 0.51% | 3,771 | 33 | 0.9% | $1.22万 | 加仓 |
| ABBV | ABBVIE INC COM | $142.54万 | 0.52% | 5,664 | 75 | 1.3% | $1.89万 | 加仓 |
| CSCO | CISCO SYS INC COM | $143.16万 | 0.52% | 12,188 | 775 | 6.8% | $9.10万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $143.66万 | 0.52% | 10,039 | -14 | -0.1% | -$2,003 | 减仓 |
| WMT | WALMART INC COM | $147.95万 | 0.54% | 13,062 | -459 | -3.4% | -$5.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $156.24万 | 0.57% | 3,272 | 342 | 11.7% | $16.33万 | 加仓 |
| V | VISA INC COM CL A | $160.42万 | 0.58% | 4,676 | 68 | 1.5% | $2.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $176.08万 | 0.64% | 1,741 | 13 | 0.8% | $1.31万 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $181.50万 | 0.66% | 26,838 | 4,396 | 19.6% | $29.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $182.37万 | 0.66% | 3,551 | -42 | -1.2% | -$2.16万 | 减仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $194.08万 | 0.70% | 37,052 | -273 | -0.7% | -$1.43万 | 减仓 |
| PLD | PROLOGIS INC. COM | $200.29万 | 0.73% | 14,785 | 5 | 0.0% | $677 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $202.59万 | 0.74% | 35,869 | 792 | 2.3% | $4.47万 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $221.77万 | 0.81% | 12,166 | -50 | -0.4% | -$9,114 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $227.16万 | 0.82% | 2,428 | -43 | -1.7% | -$4.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $228.18万 | 0.83% | 7,660 | 256 | 3.5% | $7.63万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $236.79万 | 0.86% | 20,235 | -131 | -0.6% | -$1.53万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $244.34万 | 0.89% | 11,484 | -69 | -0.6% | -$1.47万 | 减仓 |
| EQIX | EQUINIX INC COM | $263.74万 | 0.96% | 2,530 | 1 | 0.0% | $1,042 | 加仓 |
| META | META PLATFORMS INC CL A | $275.72万 | 1.00% | 4,895 | -29 | -0.6% | -$1.63万 | 减仓 |
| MFSI | MFS ACTIVE INTERNATIONAL ETF | $278.87万 | 1.01% | 85,859 | 9,092 | 11.8% | $29.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $280.75万 | 1.02% | 8,577 | 20 | 0.2% | $6,547 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $292.80万 | 1.06% | 49,054 | 287 | 0.6% | $1.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $325.40万 | 1.18% | 2,819 | 533 | 23.3% | $61.52万 | 加仓 |
| AVGO | BROADCOM INC COM | $329.65万 | 1.20% | 8,727 | 505 | 6.1% | $19.08万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $346.28万 | 1.26% | 81,806 | 9,793 | 13.6% | $41.45万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $404.08万 | 1.47% | 5,411 | 55 | 1.0% | $4.11万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $411.01万 | 1.49% | 89,838 | 7,137 | 8.6% | $32.65万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $445.01万 | 1.62% | 40,338 | 1,382 | 3.5% | $15.25万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $465.38万 | 1.69% | 60,353 | 504 | 0.8% | $3.89万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $491.95万 | 1.79% | 13,188 | -95 | -0.7% | -$3.54万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $499.95万 | 1.81% | 135,930 | 7,467 | 5.8% | $27.46万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $503.13万 | 1.83% | 33,924 | 40 | 0.1% | $5,932 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $504.52万 | 1.83% | 70,810 | 9,107 | 14.8% | $64.89万 | 加仓 |
| KLAC | KLA CORP COM NEW | $507.75万 | 1.84% | 16,829 | -321 | -1.9% | -$9.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $560.65万 | 2.04% | 28,020 | 978 | 3.6% | $19.57万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $599.85万 | 2.18% | 62,109 | 2,233 | 3.7% | $21.57万 | 加仓 |
| AMZN | AMAZON COM INC COM | $624.02万 | 2.27% | 26,182 | -10 | -0.0% | -$2,383 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $719.15万 | 2.61% | 9,766 | 417 | 4.5% | $30.71万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $777.66万 | 2.82% | 76,018 | 4,076 | 5.7% | $41.70万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $819.17万 | 2.97% | 82,761 | -14,139 | -14.6% | -$139.95万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $856.39万 | 3.11% | 188,259 | 10,560 | 5.9% | $48.04万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $898.82万 | 3.26% | 12,002 | 389 | 3.3% | $29.13万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,007.27万 | 3.66% | 27,343 | -128 | -0.5% | -$4.72万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,089.21万 | 3.95% | 30,478 | -4 | -0.0% | -$1,429 | 减仓 |
| AAPL | APPLE INC COM | $1,244.11万 | 4.52% | 42,995 | -33 | -0.1% | -$9,549 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $1,253.18万 | 4.55% | 91,741 | 312 | 0.3% | $4.26万 | 加仓 |