Greenbush Financial Group, LLC
ALBANY NY · SEC CIK 0002061818
$3.40亿2026Q2 申报市值
35持仓数
69.5%前十大占比 · 第一大 14.1%
4 / 5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
VTV 加仓+$1,684.59万
BND 加仓+$222.24万
CGCB 加仓+$134.82万
CGCP 加仓+$128.89万
JCPB 加仓+$111.56万
2026Q2 卖出最多 按季末市值估算
MFSV 清仓-$1,379.06万
VO 减仓-$581.44万
AMD 减仓-$57.57万
NLR 清仓-$42.39万
PLTR 清仓-$33.59万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,796.13万 | 14.10% | 69,832 | 793 | 1.1% | $54.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,906.58万 | 11.49% | 179,259 | 77,300 | 75.8% | $1,684.59万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,568.54万 | 7.55% | 349,889 | 30,274 | 9.5% | $222.24万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,344.14万 | 6.89% | 496,641 | 228 | 0.0% | $1.08万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,085.52万 | 6.13% | 549,400 | -1,841 | -0.3% | -$6.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,916.24万 | 5.64% | 224,147 | 6,266 | 2.9% | $53.57万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,665.09万 | 4.90% | 337,883 | 17,407 | 5.4% | $85.78万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,524.30万 | 4.48% | 582,238 | 51,496 | 9.7% | $134.82万 | 加仓 |
| GLD | SPDR GOLD TR | $1,422.65万 | 4.18% | 38,619 | 674 | 1.8% | $24.83万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,390.13万 | 4.09% | 623,656 | 57,824 | 10.2% | $128.89万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,218.34万 | 3.58% | 259,553 | 23,766 | 10.1% | $111.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,182.38万 | 3.48% | 31,953 | -420 | -1.3% | -$15.54万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,088.17万 | 3.20% | 110,373 | 4,677 | 4.4% | $46.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $681.21万 | 2.00% | 19,976 | 585 | 3.0% | $19.95万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $664.97万 | 1.96% | 132,386 | 9,096 | 7.4% | $45.69万 | 加仓 |
| TSLA | TESLA INC | $637.02万 | 1.87% | 15,146 | 422 | 2.9% | $17.75万 | 加仓 |
| VO | VANGUARD INDEX FDS | $603.93万 | 1.78% | 74,958 | -72,166 | -49.1% | -$581.44万 | 减仓 |
| GOOG | ALPHABET INC | $577.85万 | 1.70% | 16,355 | -186 | -1.1% | -$6.57万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $553.35万 | 1.63% | 109,423 | 4,745 | 4.5% | $24.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $540.44万 | 1.59% | 27,010 | 607 | 2.3% | $12.15万 | 加仓 |
| AAPL | APPLE INC | $531.29万 | 1.56% | 18,361 | 318 | 1.8% | $9.20万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $517.31万 | 1.52% | 8,905 | -991 | -10.0% | -$57.57万 | 减仓 |
| AMZN | AMAZON COM INC | $380.77万 | 1.12% | 15,976 | 606 | 3.9% | $14.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $272.68万 | 0.80% | 7,310 | -68 | -0.9% | -$2.54万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $253.60万 | 0.75% | 8,661 | 3 | 0.0% | $878 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $197.31万 | 0.58% | 25,325 | 1,777 | 7.5% | $13.84万 | 加仓 |
| META | META PLATFORMS INC | $181.87万 | 0.53% | 3,229 | 26 | 0.8% | $1.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.57万 | 0.30% | 1,374 | 4 | 0.3% | $2,986 | 加仓 |
| GEV | GE VERNOVA INC | $56.00万 | 0.16% | 477 | 11 | 2.4% | $1.29万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.40万 | 0.12% | 2,365 | 2,365 | — | $40.40万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.10万 | 0.09% | 483 | -6 | -1.2% | -$3,739 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $27.86万 | 0.08% | 6,825 | 6,825 | — | $27.86万 | 新建仓 |
| GE | GE AEROSPACE | $24.33万 | 0.07% | 651 | 651 | — | $24.33万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $21.21万 | 0.06% | 4,440 | 4,440 | — | $21.21万 | 新建仓 |
| OPK | OPKO HEALTH INC | $1.50万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $0 | 0.00% | 0 | -515,923 | -100.0% | -$1,379.06万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,183 | -100.0% | -$42.39万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,296 | -100.0% | -$33.59万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -847 | -100.0% | -$26.31万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -242 | -100.0% | -$20.93万 | 清仓 |