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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC COM | $7,388 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $7,383 | 0.00% | 154 | -2,115 | -93.2% | -$10.14万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7,346 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $7,342 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $7,189 | 0.00% | 650 | -250 | -27.8% | -$2,765 | 减仓 |
| CNC | CENTENE CORP DEL COM | $7,189 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $7,061 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $7,045 | 0.00% | 96 | 1 | 1.1% | $73 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7,020 | 0.00% | 139 | 1 | 0.7% | $51 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $6,624 | 0.00% | 73 | -104 | -58.8% | -$9,437 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $6,622 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $6,539 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $6,394 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $6,242 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $6,164 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $6,157 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $6,063 | 0.00% | 122 | 1 | 0.8% | $50 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUALIT COM | $6,019 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $5,988 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $5,736 | 0.00% | 98 | 1 | 1.0% | $59 | 加仓 |
| BRO | BROWN & BROWN INC COM | $5,645 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $5,499 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $5,405 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $5,360 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5,357 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $5,353 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $5,286 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5,190 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $5,036 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $4,968 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $4,834 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $4,649 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $4,581 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $4,439 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4,426 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4,404 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4,318 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $4,284 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4,191 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3,823 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $3,770 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $3,756 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $3,744 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $3,738 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3,709 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $3,696 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3,656 | 0.00% | 70 | 1 | 1.4% | $52 | 加仓 |
| GPC | GENUINE PARTS CO COM | $3,539 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3,336 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $3,109 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $3,042 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $3,022 | 0.00% | 75 | -25 | -25.0% | -$1,007 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2,970 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $2,908 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $2,790 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2,776 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $2,632 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2,622 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC COM | $2,597 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $2,592 | 0.00% | 50 | -115 | -69.7% | -$5,962 | 减仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $2,375 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $2,300 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2,110 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $1,896 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,878 | 0.00% | 200 | -1,140 | -85.1% | -$1.07万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,867 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1,816 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $1,797 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1,732 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1,717 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,492 | 0.00% | 11 | -23 | -67.6% | -$3,120 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1,444 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1,423 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1,336 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1,306 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1,194 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1,083 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $809 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $651 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $459 | 0.00% | 1 | -38 | -97.4% | -$1.74万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $288 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $234 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC COM CL A | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $0 | 0.00% | 0 | -6,599 | -100.0% | -$35.48万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $0 | 0.00% | 0 | -6,075 | -100.0% | -$28.99万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -944 | -100.0% | -$16.02万 | 清仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -2,483 | -100.0% | -$12.65万 | 清仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -1,144 | -100.0% | -$10.56万 | 清仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $0 | 0.00% | 0 | -2,427 | -100.0% | -$9.90万 | 清仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -3,512 | -100.0% | -$8.19万 | 清仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $0 | 0.00% | 0 | -696 | -100.0% | -$6.74万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -968 | -100.0% | -$6.28万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -379 | -100.0% | -$4.49万 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM | $0 | 0.00% | 0 | -502 | -100.0% | -$4.09万 | 清仓 |
| DHR | DANAHER CORP DEL COM | $0 | 0.00% | 0 | -203 | -100.0% | -$3.84万 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -494 | -100.0% | -$3.64万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -458 | -100.0% | -$3.63万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -247 | -100.0% | -$3.62万 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -423 | -100.0% | -$3.50万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -311 | -100.0% | -$3.45万 | 清仓 |