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 |
|---|---|---|---|---|---|---|---|---|
| IYR | ISHARES U.S. REAL ESTATE ETF | $2.71万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.68万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.67万 | 0.01% | 308 | 2 | 0.7% | $173 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.62万 | 0.01% | 129 | 76 | 143.4% | $1.55万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.62万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $2.61万 | 0.01% | 80 | 37 | 86.0% | $1.21万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2.53万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $2.50万 | 0.01% | 552 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO S&P SMALLCAP 600 PURE VALUE ETF | $2.49万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.49万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $2.47万 | 0.01% | 86 | -7 | -7.5% | -$2,010 | 减仓 |
| HEI | HEICO CORP NEW COM | $2.47万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2.42万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $2.40万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $2.39万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $2.38万 | 0.01% | 3,170 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2.38万 | 0.01% | 98 | 33 | 50.8% | $7,999 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $2.37万 | 0.01% | 217 | 44 | 25.4% | $4,797 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $2.37万 | 0.01% | 137 | 1 | 0.7% | $173 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $2.28万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $2.27万 | 0.01% | 93 | 43 | 86.0% | $1.05万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $2.27万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.24万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.20万 | 0.01% | 95 | 95 | — | $2.20万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.16万 | 0.01% | 263 | 28 | 11.9% | $2,295 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $2.14万 | 0.01% | 93 | 65 | 232.1% | $1.49万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.10万 | 0.01% | 47 | 38 | 422.2% | $1.70万 | 加仓 |
| SRE | SEMPRA COM | $2.08万 | 0.01% | 214 | 42 | 24.4% | $4,081 | 加仓 |
| MO | ALTRIA GROUP INC COM | $2.04万 | 0.01% | 309 | 105 | 51.5% | $6,929 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.04万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.03万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $2.01万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.97万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.92万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $1.92万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $1.91万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.90万 | 0.01% | 98 | 24 | 32.4% | $4,643 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.89万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $1.88万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.83万 | 0.01% | 44 | 44 | — | $1.83万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $1.82万 | 0.01% | 177 | 104 | 142.5% | $1.07万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $1.79万 | 0.01% | 210 | 170 | 425.0% | $1.45万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $1.77万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $1.76万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.76万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $1.72万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $1.65万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.64万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.64万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.63万 | 0.01% | 124 | 98 | 376.9% | $1.29万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.62万 | 0.01% | 264 | 44 | 20.0% | $2,698 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.58万 | 0.01% | 117 | 117 | — | $1.58万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $1.58万 | 0.01% | 113 | 113 | — | $1.58万 | 新建仓 |
| — | VOYA INFRASTRUCTURE INDLS & MT COM | $1.56万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.54万 | 0.01% | 78 | 78 | — | $1.54万 | 新建仓 |
| NXT | NEXTPOWER INC CLASS A COM | $1.53万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $1.53万 | 0.01% | 161 | 161 | — | $1.53万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $1.52万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $1.51万 | 0.01% | 125 | -53 | -29.8% | -$6,403 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.50万 | 0.01% | 207 | 207 | — | $1.50万 | 新建仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $1.47万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.45万 | 0.01% | 156 | 156 | — | $1.45万 | 新建仓 |
| AFL | AFLAC INC COM | $1.42万 | 0.01% | 129 | 129 | — | $1.42万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $1.41万 | 0.01% | 163 | 81 | 98.8% | $7,027 | 加仓 |
| CSX | CSX CORP COM | $1.40万 | 0.01% | 341 | 341 | — | $1.40万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.39万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.38万 | 0.01% | 49 | 49 | — | $1.38万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.38万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.35万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.33万 | 0.01% | 118 | 118 | — | $1.33万 | 新建仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $1.32万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1.28万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1.27万 | 0.01% | 78 | 29 | 59.2% | $4,737 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $1.27万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.26万 | 0.01% | 168 | 168 | — | $1.26万 | 新建仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.25万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.22万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $1.21万 | 0.00% | 150 | 50 | 50.0% | $4,033 | 加仓 |
| TJX | TJX COS INC NEW COM | $1.21万 | 0.00% | 76 | 1 | 1.3% | $159 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.21万 | 0.00% | 263 | 26 | 11.0% | $1,194 | 加仓 |
| WRB | BERKLEY W R CORP COM | $1.18万 | 0.00% | 178 | 178 | — | $1.18万 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.18万 | 0.00% | 245 | 245 | — | $1.18万 | 新建仓 |
| XPO | XPO INC COM | $1.17万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $1.16万 | 0.00% | 80 | 80 | — | $1.16万 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $1.14万 | 0.00% | 178 | 178 | — | $1.14万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1.13万 | 0.00% | 494 | 494 | — | $1.13万 | 新建仓 |
| MET | METLIFE INC COM | $1.13万 | 0.00% | 160 | 160 | — | $1.13万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $1.10万 | 0.00% | 81 | 81 | — | $1.10万 | 新建仓 |
| GLW | CORNING INC COM | $1.09万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $1.08万 | 0.00% | 183 | 138 | 306.7% | $8,124 | 加仓 |
| WAT | WATERS CORP COM | $1.07万 | 0.00% | 36 | 36 | — | $1.07万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $1.04万 | 0.00% | 31 | 23 | 287.5% | $7,735 | 加仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $1.04万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $1.03万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.03万 | 0.00% | 336 | 3 | 0.9% | $92 | 加仓 |
| DOV | DOVER CORP COM | $1.02万 | 0.00% | 49 | 49 | — | $1.02万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $1.02万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $1.02万 | 0.00% | 289 | 289 | — | $1.02万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.02万 | 0.00% | 39 | 22 | 129.4% | $5,726 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $1.01万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |