13F 机构持仓

Greenbush Financial Group, LLC

ALBANY NY · SEC CIK 0002061818

2026Q22026Q1 更早 9 个季度 🔒
$3.02亿2026Q1 申报市值
36持仓数
65.6%前十大占比 · 第一大 13.7%
2 / 0新建仓 / 清仓
申报市值走势$3.40亿2026Q2
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

VOO 13.7%
BND 7.8%
VTV 6.6%
CGGR 6.6%
CGBL 6.3%
VXUS 5.6%
GLD 5.4%
CGCB 4.6%
MFSV 4.6%
CGDV 4.5%

2026Q1 买入最多 按季末市值估算

MFSV 加仓+$350.39万
VTV 加仓+$299.95万
BND 加仓+$286.39万
CGCP 加仓+$254.39万
CGCB 加仓+$236.15万

2026Q1 卖出最多 按季末市值估算

CGGR 减仓-$242.23万
JGRO 减仓-$221.26万
GLD 减仓-$207.10万

2026Q1 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
OPK OPKO HEALTH INC $1.14万0.00%10,000 00.0% — 不变
MCK MCKESSON CORP $20.93万0.07%242 242— $20.93万 新建仓
MCD MCDONALDS CORP $26.31万0.09%847 50.6% $1,553 加仓
PLTR PALANTIR TECHNOLOGIES INC $33.59万0.11%2,296 43523.4% $6.36万 加仓
REGN REGENERON PHARMACEUTICALS $37.75万0.12%489 489— $37.75万 新建仓
GEV GE VERNOVA INC $40.72万0.13%466 11934.3% $10.40万 加仓
NLR VANECK ETF TRUST $42.39万0.14%3,183 98044.5% $13.05万 加仓
SPY STATE STR SPDR S&P 500 ETF T $89.10万0.30%1,370 40.3% $2,601 加仓
GNRC GENERAC HLDGS INC $169.11万0.56%8,658 3294.0% $6.43万 加仓
META META PLATFORMS INC $183.24万0.61%3,203 882.8% $5.03万 加仓
BSV VANGUARD BD INDEX FDS $184.64万0.61%23,548 3,11515.2% $24.42万 加仓
AMD ADVANCED MICRO DEVICES INC $201.32万0.67%9,896 4034.2% $8.20万 加仓
MSFT MICROSOFT CORP $273.10万0.90%7,378 3725.3% $13.77万 加仓
PANW PALO ALTO NETWORKS INC $310.87万1.03%19,391 8994.9% $14.41万 加仓
AMZN AMAZON COM INC $320.11万1.06%15,370 6044.1% $12.58万 加仓
AAPL APPLE INC $457.90万1.52%18,043 1,5059.1% $38.19万 加仓
NVDA NVIDIA CORPORATION $460.48万1.52%26,403 4301.7% $7.50万 加仓
GOOG ALPHABET INC $474.50万1.57%16,541 3812.4% $10.93万 加仓
JPST J P MORGAN EXCHANGE TRADED F $529.78万1.75%104,678 12,16113.1% $61.55万 加仓
TSLA TESLA INC $547.35万1.81%14,724 9296.7% $34.53万 加仓
VTIP VANGUARD MALVERN FDS $615.83万2.04%123,290 11,70610.5% $58.47万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $893.34万2.96%105,696 -26,179-19.9% -$221.26万 减仓
VTI VANGUARD INDEX FDS $1,038.57万3.44%32,373 5781.8% $18.54万 加仓
VO VANGUARD INDEX FDS $1,056.26万3.50%36,781 1,8365.3% $52.73万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $1,110.09万3.68%235,787 32,28015.9% $151.97万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $1,264.07万4.19%565,832 113,87225.2% $254.39万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,363.30万4.51%320,476 26,3038.9% $111.89万 加仓
MFSV MFS ACTIVE EXCHANGE TRADED F $1,379.06万4.57%515,923 131,08634.1% $350.39万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $1,393.73万4.61%530,742 89,92820.4% $236.15万 加仓
GLD SPDR GOLD TR $1,632.75万5.41%37,945 -4,813-11.3% -$207.10万 减仓
VXUS VANGUARD STAR FDS $1,680.08万5.56%217,881 2,3211.1% $17.90万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,896.82万6.28%551,241 36,2857.0% $124.86万 加仓
CGGR CAPITAL GROUP GROWTH ETF $1,995.08万6.61%496,413 -60,270-10.8% -$242.23万 减仓
VTV VANGUARD INDEX FDS $2,000.44万6.62%101,959 15,28817.6% $299.95万 加仓
BND VANGUARD BD INDEX FDS $2,353.64万7.79%319,615 38,89113.9% $286.39万 加仓
VOO VANGUARD INDEX FDS $4,125.43万13.66%69,039 4290.6% $25.63万 加仓