13F 机构持仓

Greykasell Wealth Strategies, Inc.

DANVILLE CA · SEC CIK 0002041220

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GLD 4.8%
IOO 4.5%
AAPL 4.4%
AGG 3.9%
GOOGL 3.5%
FBND 3.3%
IVV 3.1%
EMXC 2.3%
AMZN 2.2%
IEFA 2.2%

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
CCI CROWN CASTLE INC COM $2,9270.00%36 36— $2,927 新建仓
HPQ HP INC COM $2,8820.00%150 00.0% — 不变
OMC OMNICOM GROUP INC COM $2,7110.00%36 00.0% — 不变
OTIS OTIS WORLDWIDE CORP COM $2,6980.00%35 35— $2,698 新建仓
ADSK AUTODESK INC COM $2,6330.00%11 00.0% — 不变
QTWO Q2 HLDGS INC COM $2,5540.00%54 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $2,5010.00%95 95— $2,501 新建仓
PPG PPG INDS INC COM $2,4580.00%23 00.0% — 不变
AVY AVERY DENNISON CORP COM $2,4180.00%14 14— $2,418 新建仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $2,3810.00%100 100— $2,381 新建仓
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND $2,1790.00%42 00.0% — 不变
DOW DOW HLDGS INC COM $2,1660.00%52 00.0% — 不变
H HYATT HOTELS CORP COM CL A $2,1570.00%15 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $2,1530.00%6 6— $2,153 新建仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $2,1130.00%45 45— $2,113 新建仓
KHC KRAFT HEINZ CO COM $2,0470.00%91 91— $2,047 新建仓
TKO TKO GROUP HOLDINGS INC CL A $2,0390.00%10 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $1,9610.00%17 17— $1,961 新建仓
BDX BECTON DICKINSON & CO COM $1,8870.00%12 00.0% — 不变
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1,8840.00%103 00.0% — 不变
HST HOST HOTELS & RESORTS INC COM $1,8590.00%97 97— $1,859 新建仓
HLT HILTON WORLDWIDE HLDGS INC COM $1,8240.00%6 00.0% — 不变
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $1,7640.00%18 00.0% — 不变
NRG NRG ENERGY INC COM NEW $1,7540.00%12 12— $1,754 新建仓
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF $1,7150.00%37 00.0% — 不变
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $1,6830.00%36 00.0% — 不变
MSCI MSCI INC COM $1,6330.00%3 00.0% — 不变
— DUPONT DE NEMOURS INC COM $1,5570.00%34 34— $1,557 新建仓
UDR UDR INC COM $1,4530.00%43 43— $1,453 新建仓
PDI PIMCO DYNAMIC INCOME FD SHS $1,3690.00%80 00.0% — 不变
VST VISTRA CORP COM $1,3590.00%9 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC COM $1,3230.00%4 00.0% — 不变
SCHH SCHWAB U.S. REIT ETF $1,3110.00%61 00.0% — 不变
— HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV $1,2900.00%20 20— $1,290 新建仓
PCG PG&E CORP COM $1,2470.00%71 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION CL A COM STK $1,2320.00%11 00.0% — 不变
TGT TARGET CORP COM $1,2120.00%10 00.0% — 不变
APP APPLOVIN CORP COM CL A $1,1940.00%3 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INC COM $1,1790.00%6 00.0% — 不变
HWM HOWMET AEROSPACE INC COM $1,1540.00%5 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $1,1470.00%25 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $1,0560.00%7 00.0% — 不变
PODD INSULET CORP COM $1,0490.00%5 00.0% — 不变
HOOD ROBINHOOD MKTS INC COM CL A $1,0400.00%15 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $1,0200.00%12 00.0% — 不变
HUBS HUBSPOT INC COM $9760.00%4 00.0% — 不变
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $9710.00%11 00.0% — 不变
CLH CLEAN HARBORS INC COM $8600.00%3 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC COM $8320.00%26 00.0% — 不变
WAB WABTEC COM $7500.00%3 00.0% — 不变
EOG EOG RES INC COM $7230.00%5 00.0% — 不变
DOCU DOCUSIGN INC COM $6640.00%14 00.0% — 不变
FIG FIGMA INC CLASS A COM STK $6340.00%30 30— $634 新建仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $5950.00%66 00.0% — 不变
CAVA CAVA GROUP INC COM $5660.00%7 00.0% — 不变
DOCS DOXIMITY INC CL A $5590.00%24 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC COM $4940.00%6 00.0% — 不变
ELF E L F BEAUTY INC COM $4850.00%8 00.0% — 不变
SEG SEAPORT ENTMT GROUP INC COMMON STOCK $3760.00%18 00.0% — 不变
ZTS ZOETIS INC CL A $2960.00%3 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $2960.00%8 8— $296 新建仓
ONON ON HLDG AG NAMEN AKT A $2380.00%7 00.0% — 不变
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $2340.00%3 00.0% — 不变
GLIBK GCI LIBERTY INC COM SER C $2230.00%6 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC COM $2210.00%6 00.0% — 不变
PCTY PAYLOCITY HLDG CORP COM $2160.00%2 00.0% — 不变
SFIX STITCH FIX INC COM CL A $30.00%1 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $00.00%0 -453-100.0% -$14.96万 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -690-100.0% -$12.69万 清仓
— CYBERARK SOFTWARE LTD SHS $00.00%0 -207-100.0% -$9.24万 清仓
TSLX SIXTH STREET SPECIALTY LENDING COM $00.00%0 -520-100.0% -$1.13万 清仓
— BLACKROCK MUNIHLDGS NY QLTY FD COM $00.00%0 -576-100.0% -$5,892 清仓
GSHD GOOSEHEAD INS INC COM CL A $00.00%0 -76-100.0% -$5,597 清仓
OKTA OKTA INC CL A $00.00%0 -55-100.0% -$4,756 清仓