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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP COM | $42.77万 | 0.16% | 7,507 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $42.07万 | 0.15% | 1,322 | 1 | 0.1% | $318 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $41.16万 | 0.15% | 4,396 | -436 | -9.0% | -$4.08万 | 减仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $40.87万 | 0.15% | 15,330 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $40.40万 | 0.15% | 6,980 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $39.48万 | 0.14% | 2,215 | -10 | -0.4% | -$1,783 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $38.56万 | 0.14% | 5,088 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $36.69万 | 0.13% | 1,836 | 1 | 0.1% | $200 | 加仓 |
| FDX | FEDEX CORP COM | $36.03万 | 0.13% | 1,151 | 1 | 0.1% | $313 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $35.04万 | 0.13% | 7,588 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $34.26万 | 0.12% | 2,187 | -784 | -26.4% | -$12.28万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $32.26万 | 0.12% | 2,346 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $32.00万 | 0.12% | 3,319 | -86 | -2.5% | -$8,292 | 减仓 |
| FTNT | FORTINET INC COM | $31.92万 | 0.12% | 2,078 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $31.55万 | 0.11% | 2,013 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $31.19万 | 0.11% | 7,351 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $30.39万 | 0.11% | 3,465 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $30.22万 | 0.11% | 1,127 | -5 | -0.4% | -$1,341 | 减仓 |
| UBS | UBS GROUP AG SHS | $29.95万 | 0.11% | 6,044 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $29.79万 | 0.11% | 478 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $29.41万 | 0.11% | 428 | 1 | 0.2% | $687 | 加仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $29.28万 | 0.11% | 2,896 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $29.15万 | 0.11% | 4,835 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $28.98万 | 0.11% | 213 | -1 | -0.5% | -$1,360 | 减仓 |
| LOW | LOWES COS INC COM | $28.58万 | 0.10% | 1,296 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $28.01万 | 0.10% | 1,234 | -23 | -1.8% | -$5,220 | 减仓 |
| — | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | $27.91万 | 0.10% | 37,621 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $27.28万 | 0.10% | 161 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $26.88万 | 0.10% | 1,521 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $26.56万 | 0.10% | 3,446 | 218 | 6.8% | $1.68万 | 加仓 |
| 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 |
| LIN | LINDE PLC SHS | $25.64万 | 0.09% | 494 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $25.41万 | 0.09% | 7,530 | 3 | 0.0% | $101 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $24.41万 | 0.09% | 563 | 303 | 116.5% | $13.13万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $23.84万 | 0.09% | 1,251 | -436 | -25.8% | -$8.31万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $23.62万 | 0.09% | 855 | 855 | — | $23.62万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $23.33万 | 0.08% | 175 | 13 | 8.0% | $1.73万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $22.99万 | 0.08% | 1,028 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $22.73万 | 0.08% | 2,224 | -11 | -0.5% | -$1,124 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $22.32万 | 0.08% | 2,326 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $21.52万 | 0.08% | 328 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $21.09万 | 0.08% | 2,312 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $20.64万 | 0.07% | 8,420 | -8,698 | -50.8% | -$21.32万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $20.49万 | 0.07% | 1,622 | 122 | 8.1% | $1.54万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $20.24万 | 0.07% | 1,064 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $20.13万 | 0.07% | 930 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $20.03万 | 0.07% | 2,557 | 11 | 0.4% | $862 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $20.02万 | 0.07% | 958 | 1 | 0.1% | $209 | 加仓 |
| ETN | EATON CORP PLC SHS | $19.94万 | 0.07% | 468 | 217 | 86.5% | $9.25万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $19.81万 | 0.07% | 896 | 896 | — | $19.81万 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $19.30万 | 0.07% | 1,172 | -5 | -0.4% | -$824 | 减仓 |
| ROST | ROSS STORES INC COM | $19.30万 | 0.07% | 907 | 295 | 48.2% | $6.28万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $18.95万 | 0.07% | 968 | 543 | 127.8% | $10.63万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $18.51万 | 0.07% | 616 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $18.48万 | 0.07% | 762 | 2 | 0.3% | $485 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $18.17万 | 0.07% | 919 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $17.89万 | 0.06% | 1,396 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $17.60万 | 0.06% | 1,790 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $17.20万 | 0.06% | 612 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $17.04万 | 0.06% | 653 | -1,205 | -64.9% | -$31.45万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $16.97万 | 0.06% | 758 | -1,073 | -58.6% | -$24.02万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $16.93万 | 0.06% | 1,884 | 1 | 0.1% | $90 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $16.89万 | 0.06% | 923 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $16.50万 | 0.06% | 1,205 | 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 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $15.68万 | 0.06% | 622 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $15.46万 | 0.06% | 2,966 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $15.27万 | 0.06% | 844 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $15.15万 | 0.05% | 557 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $14.35万 | 0.05% | 2,010 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $14.17万 | 0.05% | 834 | 114 | 15.8% | $1.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $14.11万 | 0.05% | 962 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $13.40万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $13.08万 | 0.05% | 690 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $13.08万 | 0.05% | 576 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $12.98万 | 0.05% | 527 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $12.91万 | 0.05% | 944 | 944 | — | $12.91万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $12.71万 | 0.05% | 488 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $12.66万 | 0.05% | 1,034 | -1,402 | -57.6% | -$17.16万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $12.28万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $11.74万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $11.34万 | 0.04% | 1,526 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $11.08万 | 0.04% | 1,148 | 4 | 0.3% | $386 | 加仓 |
| KR | KROGER CO COM | $11.03万 | 0.04% | 1,987 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $10.91万 | 0.04% | 4,639 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.65万 | 0.04% | 1,848 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $10.32万 | 0.04% | 286 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $10.26万 | 0.04% | 1,242 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $10.06万 | 0.04% | 946 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $9.93万 | 0.04% | 588 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $9.40万 | 0.03% | 1,813 | -5 | -0.3% | -$259 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $9.26万 | 0.03% | 635 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $9.13万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $9.07万 | 0.03% | 443 | -502 | -53.1% | -$10.28万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP COM | $8.90万 | 0.03% | 896 | 695 | 345.8% | $6.90万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $8.45万 | 0.03% | 502 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $8.40万 | 0.03% | 774 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $8.32万 | 0.03% | 385 | 0 | 0.0% | — | 不变 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $8.17万 | 0.03% | 7,175 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $8.07万 | 0.03% | 390 | 0 | 0.0% | — | 不变 |