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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD SHARES | $1,182.04万 | 4.77% | 27,471 | -276 | -1.0% | -$11.88万 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $1,106.02万 | 4.46% | 91,429 | -4,447 | -4.6% | -$53.80万 | 减仓 |
| AAPL | APPLE INC COM | $1,092.02万 | 4.40% | 43,028 | 132 | 0.3% | $3.35万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $961.92万 | 3.88% | 96,900 | 697 | 0.7% | $6.92万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $876.53万 | 3.53% | 30,482 | -777 | -2.5% | -$22.34万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $810.66万 | 3.27% | 177,699 | 2,884 | 1.6% | $13.16万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $758.58万 | 3.06% | 11,613 | -36 | -0.3% | -$2.35万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $565.89万 | 2.28% | 71,942 | 4,926 | 7.4% | $38.75万 | 加仓 |
| AMZN | AMAZON COM INC COM | $545.50万 | 2.20% | 26,192 | -963 | -3.5% | -$20.06万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $542.06万 | 2.19% | 59,876 | 436 | 0.7% | $3.95万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $539.59万 | 2.18% | 9,349 | -14 | -0.1% | -$8,080 | 减仓 |
| MSFT | MICROSOFT CORP COM | $491.69万 | 1.98% | 13,283 | -455 | -3.3% | -$16.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $471.61万 | 1.90% | 27,042 | 538 | 2.0% | $9.38万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $434.46万 | 1.75% | 128,463 | 23,787 | 22.7% | $80.45万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $421.21万 | 1.70% | 33,884 | -123 | -0.4% | -$1.53万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $404.16万 | 1.63% | 59,849 | -1,108 | -1.8% | -$7.48万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $395.39万 | 1.59% | 61,703 | 4,735 | 8.3% | $30.34万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $378.77万 | 1.53% | 38,956 | 1,565 | 4.2% | $15.22万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $348.32万 | 1.40% | 5,356 | 11 | 0.2% | $7,154 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $326.50万 | 1.32% | 82,701 | 735 | 0.9% | $2.90万 | 加仓 |
| META | META PLATFORMS INC CL A | $281.73万 | 1.14% | 4,924 | -45 | -0.9% | -$2.57万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $263.59万 | 1.06% | 48,767 | 541 | 1.1% | $2.92万 | 加仓 |
| AVGO | BROADCOM INC COM | $254.46万 | 1.03% | 8,222 | -59 | -0.7% | -$1.83万 | 减仓 |
| KLAC | KLA CORP COM NEW | $252.47万 | 1.02% | 1,715 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $251.71万 | 1.01% | 8,557 | -14 | -0.2% | -$4,118 | 减仓 |
| EQIX | EQUINIX INC COM | $247.92万 | 1.00% | 2,529 | -103 | -3.9% | -$10.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $246.25万 | 0.99% | 2,471 | 6 | 0.2% | $5,979 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $240.31万 | 0.97% | 72,013 | 2,712 | 3.9% | $9.05万 | 加仓 |
| MFSI | MFS ACTIVE INTERNATIONAL ETF | $228.15万 | 0.92% | 76,767 | 859 | 1.1% | $2.55万 | 加仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $227.15万 | 0.92% | 46,875 | -3,699 | -7.3% | -$17.93万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $221.72万 | 0.89% | 11,553 | 2 | 0.0% | $384 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $198.82万 | 0.80% | 35,077 | -2,072 | -5.6% | -$11.74万 | 减仓 |
| PLD | PROLOGIS INC. COM | $195.36万 | 0.79% | 14,780 | 28 | 0.2% | $3,701 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $194.46万 | 0.78% | 20,366 | -137 | -0.7% | -$1.31万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $193.56万 | 0.78% | 12,216 | -75 | -0.6% | -$1.19万 | 减仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $179.72万 | 0.72% | 37,325 | -14,316 | -27.7% | -$68.93万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $179.51万 | 0.72% | 3,593 | -210 | -5.5% | -$10.49万 | 减仓 |
| WMT | WALMART INC COM | $168.04万 | 0.68% | 13,521 | -368 | -2.6% | -$4.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $160.20万 | 0.65% | 3,343 | 878 | 35.6% | $42.07万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $149.09万 | 0.60% | 2,185 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $146.17万 | 0.59% | 1,728 | 1 | 0.1% | $846 | 加仓 |
| V | VISA INC COM CL A | $139.27万 | 0.56% | 4,608 | -13 | -0.3% | -$3,929 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $138.90万 | 0.56% | 22,442 | -730 | -3.2% | -$4.52万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $130.54万 | 0.53% | 6,215 | -129 | -2.0% | -$2.71万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $129.23万 | 0.52% | 6,246 | 86 | 1.4% | $1.78万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $126.95万 | 0.51% | 10,053 | 10,039 | 71,707.1% | $126.77万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $122.25万 | 0.49% | 3,738 | -123 | -3.2% | -$4.02万 | 减仓 |
| ABBV | ABBVIE INC COM | $121.56万 | 0.49% | 5,589 | 194 | 3.6% | $4.22万 | 加仓 |
| RTX | RTX CORPORATION COM | $118.63万 | 0.48% | 6,150 | -15 | -0.2% | -$2,893 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $111.01万 | 0.45% | 10,906 | 2 | 0.0% | $204 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $110.57万 | 0.45% | 24,318 | -137 | -0.6% | -$6,229 | 减仓 |
| AMGN | AMGEN INC COM | $110.56万 | 0.45% | 3,142 | -4 | -0.1% | -$1,407 | 减仓 |
| PCAR | PACCAR INC COM | $109.91万 | 0.44% | 9,516 | -336 | -3.4% | -$3.88万 | 减仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $108.68万 | 0.44% | 41,356 | 2,870 | 7.5% | $7.54万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $107.61万 | 0.43% | 36,490 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $106.75万 | 0.43% | 10,210 | -950 | -8.5% | -$9.93万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $106.61万 | 0.43% | 5,378 | -21 | -0.4% | -$4,163 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $101.99万 | 0.41% | 3,555 | 118 | 3.4% | $3.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $99.02万 | 0.40% | 2,930 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $97.55万 | 0.39% | 14,433 | -2,141 | -12.9% | -$14.47万 | 减仓 |
| DE | DEERE & CO COM | $97.53万 | 0.39% | 1,731 | 18 | 1.1% | $1.01万 | 加仓 |
| FAST | FASTENAL CO COM | $97.22万 | 0.39% | 20,952 | -469 | -2.2% | -$2.18万 | 减仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $93.20万 | 0.38% | 10,371 | -229 | -2.2% | -$2.06万 | 减仓 |
| — | EMQQ THE EMERGING MARKETS INTERNET ETF | $92.07万 | 0.37% | 27,832 | -3,530 | -11.3% | -$11.68万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $91.47万 | 0.37% | 10,945 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $90.63万 | 0.37% | 2,756 | -267 | -8.8% | -$8.78万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $90.27万 | 0.36% | 10,240 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $88.55万 | 0.36% | 11,413 | 145 | 1.3% | $1.13万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $86.61万 | 0.35% | 15,232 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN FTSE INDIA ETF | $81.86万 | 0.33% | 24,642 | -2,464 | -9.1% | -$8.19万 | 减仓 |
| AGGH | SIMPLIFY AGGREGATE BOND ETF | $81.49万 | 0.33% | 40,043 | 711 | 1.8% | $1.45万 | 加仓 |
| INTU | INTUIT COM | $80.33万 | 0.32% | 1,858 | -201 | -9.8% | -$8.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $77.28万 | 0.31% | 3,161 | 125 | 4.1% | $3.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $77.23万 | 0.31% | 2,286 | 42 | 1.9% | $1.42万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $75.56万 | 0.30% | 3,478 | 4 | 0.1% | $869 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $75.02万 | 0.30% | 10,755 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $74.50万 | 0.30% | 775 | -11 | -1.4% | -$1.06万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $73.34万 | 0.30% | 7,404 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.29% | 1 | -1 | -50.0% | -$71.81万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $69.49万 | 0.28% | 2,025 | 1 | 0.0% | $343 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $65.99万 | 0.27% | 6,217 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $65.10万 | 0.26% | 5,740 | 2 | 0.0% | $227 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $59.20万 | 0.24% | 1,847 | 26 | 1.4% | $8,333 | 加仓 |
| ORCL | ORACLE CORP COM | $58.01万 | 0.23% | 3,943 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $57.82万 | 0.23% | 2,038 | 237 | 13.2% | $6.72万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $55.87万 | 0.23% | 5,945 | 457 | 8.3% | $4.29万 | 加仓 |
| CRM | SALESFORCE INC COM | $55.46万 | 0.22% | 2,971 | -949 | -24.2% | -$17.71万 | 减仓 |
| QCOM | QUALCOMM INC COM | $51.87万 | 0.21% | 4,028 | 52 | 1.3% | $6,696 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $51.02万 | 0.21% | 386 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $47.95万 | 0.19% | 2,230 | 170 | 8.3% | $3.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $47.81万 | 0.19% | 791 | 22 | 2.9% | $1.33万 | 加仓 |
| DIS | DISNEY WALT CO COM | $47.35万 | 0.19% | 4,913 | -1,607 | -24.6% | -$15.49万 | 减仓 |
| CMI | CUMMINS INC COM | $46.11万 | 0.19% | 857 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $44.82万 | 0.18% | 1,397 | -103 | -6.9% | -$3.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $44.68万 | 0.18% | 909 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $44.38万 | 0.18% | 15,330 | 891 | 6.2% | $2.58万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $42.72万 | 0.17% | 4,829 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $41.99万 | 0.17% | 6,704 | 410 | 6.5% | $2.57万 | 加仓 |
| — | HONEYWELL INTL INC COM | $41.40万 | 0.17% | 1,831 | -125 | -6.4% | -$2.83万 | 减仓 |
| FDX | FEDEX CORP COM | $40.96万 | 0.17% | 1,150 | 25 | 2.2% | $8,905 | 加仓 |