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 |
|---|---|---|---|---|---|---|---|---|
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $40.86万 | 0.16% | 17,118 | 8 | 0.0% | $191 | 加仓 |
| TSLA | TESLA INC COM | $39.67万 | 0.16% | 1,067 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $39.46万 | 0.16% | 1,449 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $38.34万 | 0.15% | 6,980 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $37.40万 | 0.15% | 89 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $36.92万 | 0.15% | 478 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $36.73万 | 0.15% | 4,832 | 3 | 0.1% | $228 | 加仓 |
| BAC | BANK OF AMER CORP COM | $36.60万 | 0.15% | 7,507 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $35.77万 | 0.14% | 1,321 | 2 | 0.2% | $542 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $35.71万 | 0.14% | 5,088 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $35.48万 | 0.14% | 6,599 | 5 | 0.1% | $269 | 加仓 |
| LLY | ELI LILLY & CO COM | $35.04万 | 0.14% | 381 | 75 | 24.5% | $6.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $34.86万 | 0.14% | 893 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $34.34万 | 0.14% | 2,142 | 491 | 29.7% | $7.87万 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $33.47万 | 0.13% | 7,588 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $31.66万 | 0.13% | 3,465 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $31.65万 | 0.13% | 2,436 | -1,859 | -43.3% | -$24.15万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $30.75万 | 0.12% | 2,013 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $30.62万 | 0.12% | 1,296 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $30.20万 | 0.12% | 3,405 | -7 | -0.2% | -$621 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $29.18万 | 0.12% | 2,326 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $28.99万 | 0.12% | 6,075 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $28.38万 | 0.11% | 1,132 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $28.07万 | 0.11% | 2,896 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $27.79万 | 0.11% | 161 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | $27.39万 | 0.11% | 37,621 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $27.01万 | 0.11% | 7,351 | -1,259 | -14.6% | -$4.63万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $26.74万 | 0.11% | 7,527 | 1 | 0.0% | $36 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $26.71万 | 0.11% | 4,835 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $26.54万 | 0.11% | 2,346 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $26.09万 | 0.11% | 1,835 | 2 | 0.1% | $284 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $25.52万 | 0.10% | 427 | -5 | -1.2% | -$2,988 | 减仓 |
| WELL | WELLTOWER INC COM | $24.86万 | 0.10% | 1,257 | 83 | 7.1% | $1.64万 | 加仓 |
| LIN | LINDE PLC SHS | $24.49万 | 0.10% | 494 | 41 | 9.1% | $2.03万 | 加仓 |
| GM | GENERAL MTRS CO COM | $24.05万 | 0.10% | 3,228 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $23.61万 | 0.10% | 6,044 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $23.34万 | 0.09% | 214 | 10 | 4.9% | $1.09万 | 加仓 |
| ADBE | ADOBE INC COM | $22.98万 | 0.09% | 945 | -821 | -46.5% | -$19.96万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $22.42万 | 0.09% | 1,687 | 1 | 0.1% | $133 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $20.90万 | 0.08% | 1,500 | -351 | -19.0% | -$4.89万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $20.59万 | 0.08% | 1,521 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $20.03万 | 0.08% | 2,235 | -1,214 | -35.2% | -$10.88万 | 减仓 |
| BX | BLACKSTONE INC COM | $19.79万 | 0.08% | 1,721 | 81 | 4.9% | $9,314 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $19.58万 | 0.08% | 1,205 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $19.33万 | 0.08% | 2,010 | 20 | 1.0% | $1,923 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $19.18万 | 0.08% | 1,028 | 57 | 5.9% | $1.06万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $18.81万 | 0.08% | 162 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $18.51万 | 0.07% | 930 | 31 | 3.4% | $6,170 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $17.97万 | 0.07% | 1,064 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $17.95万 | 0.07% | 1,940 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $17.75万 | 0.07% | 1,085 | 1,085 | — | $17.75万 | 新建仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $17.70万 | 0.07% | 2,546 | 10 | 0.4% | $695 | 加仓 |
| FTNT | FORTINET INC COM | $16.98万 | 0.07% | 2,078 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $16.94万 | 0.07% | 919 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $16.49万 | 0.07% | 1,790 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $16.24万 | 0.07% | 760 | 3 | 0.4% | $641 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $16.06万 | 0.06% | 1,177 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $16.02万 | 0.06% | 944 | 380 | 67.4% | $6.45万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $15.75万 | 0.06% | 957 | 78 | 8.9% | $1.28万 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $15.63万 | 0.06% | 1,396 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $15.28万 | 0.06% | 616 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $14.94万 | 0.06% | 2,312 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $14.38万 | 0.06% | 1,987 | 219 | 12.4% | $1.58万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $14.07万 | 0.06% | 923 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $13.95万 | 0.06% | 844 | 54 | 6.8% | $8,928 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $13.90万 | 0.06% | 962 | 42 | 4.6% | $6,066 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $13.66万 | 0.06% | 470 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $13.61万 | 0.05% | 690 | 690 | — | $13.61万 | 新建仓 |
| UNP | UNION PAC CORP COM | $13.51万 | 0.05% | 557 | 18 | 3.3% | $4,367 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $13.36万 | 0.05% | 2,966 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $13.26万 | 0.05% | 612 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $13.05万 | 0.05% | 187 | 22 | 13.3% | $1.54万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $12.65万 | 0.05% | 2,483 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $12.58万 | 0.05% | 328 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $12.46万 | 0.05% | 361 | 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 |
| IVE | ISHARES S&P 500 VALUE ETF | $12.16万 | 0.05% | 576 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $12.06万 | 0.05% | 488 | 18 | 3.8% | $4,447 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $12.05万 | 0.05% | 612 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $11.80万 | 0.05% | 1,883 | 4 | 0.2% | $251 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $11.28万 | 0.05% | 622 | -172 | -21.7% | -$3.12万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.21万 | 0.05% | 1,848 | 214 | 13.1% | $1.30万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $11.11万 | 0.04% | 1,526 | 261 | 20.6% | $1.90万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $10.97万 | 0.04% | 527 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $10.87万 | 0.04% | 1,732 | -127 | -6.8% | -$7,970 | 减仓 |
| PSX | PHILLIPS 66 COM | $10.70万 | 0.04% | 588 | 82 | 16.2% | $1.49万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $10.67万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $10.66万 | 0.04% | 4,639 | 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 |
| TM | TOYOTA MOTOR CORP ADS | $10.35万 | 0.04% | 502 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $10.05万 | 0.04% | 761 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $9.90万 | 0.04% | 2,427 | 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 |
| AMLP | ALERIAN MLP ETF | $9.57万 | 0.04% | 1,818 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $9.55万 | 0.04% | 1,144 | 3 | 0.3% | $250 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.40万 | 0.04% | 643 | 21 | 3.4% | $3,071 | 加仓 |
| SLV | ISHARES SILVER TRUST | $9.37万 | 0.04% | 1,375 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $9.20万 | 0.04% | 312 | 44 | 16.4% | $1.30万 | 加仓 |
| ETN | EATON CORP PLC SHS | $8.98万 | 0.04% | 251 | -50 | -16.6% | -$1.79万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $8.93万 | 0.04% | 286 | 0 | 0.0% | — | 不变 |