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 |
|---|---|---|---|---|---|---|---|---|
| ETSY | ETSY INC COM | $9,996 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC COM | $9,858 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $9,794 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9,769 | 0.00% | 100 | 100 | — | $9,769 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $9,747 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $9,518 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $9,466 | 0.00% | 182 | 182 | — | $9,466 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $9,179 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $9,166 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $9,107 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $9,102 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9,036 | 0.00% | 32 | 32 | — | $9,036 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $8,908 | 0.00% | 28 | 28 | — | $8,908 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $8,867 | 0.00% | 48 | 48 | — | $8,867 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8,767 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $8,764 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,755 | 0.00% | 123 | 123 | — | $8,755 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $8,737 | 0.00% | 43 | 43 | — | $8,737 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $8,729 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $8,717 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $8,513 | 0.00% | 32 | 32 | — | $8,513 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $8,500 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $8,473 | 0.00% | 192 | 142 | 284.0% | $6,266 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $8,273 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $8,155 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $8,145 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $8,066 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $8,036 | 0.00% | 71 | 71 | — | $8,036 | 新建仓 |
| RBLX | ROBLOX CORP CL A | $7,918 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $7,805 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,673 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $7,670 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $7,450 | 0.00% | 28 | 28 | — | $7,450 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7,437 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $7,402 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $7,254 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $7,248 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7,078 | 0.00% | 54 | 54 | — | $7,078 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7,043 | 0.00% | 87 | 87 | — | $7,043 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $7,037 | 0.00% | 1,348 | 1,348 | — | $7,037 | 新建仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $7,029 | 0.00% | 102 | 102 | — | $7,029 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,931 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $6,866 | 0.00% | 138 | -78 | -36.1% | -$3,881 | 减仓 |
| GMED | GLOBUS MED INC CL A | $6,807 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $6,577 | 0.00% | 34 | 1 | 3.0% | $193 | 加仓 |
| WSO | WATSCO INC COM | $6,548 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $6,431 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $6,005 | 0.00% | 121 | 121 | — | $6,005 | 新建仓 |
| AMBA | AMBARELLA INC SHS | $5,920 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $5,888 | 0.00% | 72 | 72 | — | $5,888 | 新建仓 |
| NDAQ | NASDAQ INC COM | $5,773 | 0.00% | 68 | 68 | — | $5,773 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5,769 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $5,764 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $5,738 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUALIT COM | $5,693 | 0.00% | 593 | 593 | — | $5,693 | 新建仓 |
| PNR | PENTAIR PLC SHS | $5,662 | 0.00% | 65 | 65 | — | $5,662 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,369 | 0.00% | 41 | 41 | — | $5,369 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $5,323 | 0.00% | 41 | 41 | — | $5,323 | 新建仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5,165 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $5,111 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $5,066 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $5,046 | 0.00% | 160 | 160 | — | $5,046 | 新建仓 |
| TOST | TOAST INC CL A | $5,037 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5,016 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $4,975 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4,760 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $4,758 | 0.00% | 12 | 12 | — | $4,758 | 新建仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $4,716 | 0.00% | 50 | 50 | — | $4,716 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $4,684 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $4,596 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4,523 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $4,473 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $4,435 | 0.00% | 61 | 61 | — | $4,435 | 新建仓 |
| MLI | MUELLER INDS INC COM | $4,432 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $4,317 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $4,193 | 0.00% | 32 | 32 | — | $4,193 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4,018 | 0.00% | 14 | 14 | — | $4,018 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4,014 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3,989 | 0.00% | 35 | 35 | — | $3,989 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $3,985 | 0.00% | 21 | 21 | — | $3,985 | 新建仓 |
| PPL | PPL CORP COM | $3,935 | 0.00% | 103 | 103 | — | $3,935 | 新建仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $3,933 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $3,686 | 0.00% | 79 | 79 | — | $3,686 | 新建仓 |
| CNC | CENTENE CORP DEL COM | $3,667 | 0.00% | 112 | 112 | — | $3,667 | 新建仓 |
| CPRT | COPART INC COM | $3,652 | 0.00% | 110 | 110 | — | $3,652 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $3,638 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3,598 | 0.00% | 69 | 1 | 1.5% | $52 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $3,516 | 0.00% | 49 | 49 | — | $3,516 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $3,463 | 0.00% | 97 | 97 | — | $3,463 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3,416 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $3,380 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3,373 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $3,357 | 0.00% | 56 | 56 | — | $3,357 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3,243 | 0.00% | 20 | 20 | — | $3,243 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3,235 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $3,173 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $3,111 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $3,081 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3,031 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2,974 | 0.00% | 15 | 0 | 0.0% | — | 不变 |