Greenline Wealth Management LLC
BOCA RATON FL · SEC CIK 0002111541
$1.22亿2026Q2 申报市值
131持仓数
35.9%前十大占比 · 第一大 6.4%
5 / 8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
QQQM 新建仓+$378.45万
VCRB 新建仓+$148.99万
QQQJ 重新持有+$126.37万
SNDK 重新持有+$76.93万
JCPB 加仓+$71.64万
2026Q2 卖出最多 按季末市值估算
JGRO 减仓-$415.31万
BIV 清仓-$199.89万
IWP 清仓-$106.05万
FIRST TR EXCHANG 清仓-$45.84万
JSML 重新持有-$35.85万
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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $84.30万 | 0.69% | 3,100 | 332 | 12.0% | $9.03万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $84.90万 | 0.70% | 33,518 | 7,870 | 30.7% | $19.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $85.11万 | 0.70% | 7,295 | 194 | 2.7% | $2.26万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $86.15万 | 0.71% | 17,198 | -4,094 | -19.2% | -$20.51万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $92.11万 | 0.76% | 11,145 | 2,286 | 25.8% | $18.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $95.28万 | 0.78% | 1,995 | 464 | 30.3% | $22.16万 | 加仓 |
| ICVT | ISHARES TR | $97.78万 | 0.80% | 8,032 | 1,233 | 18.1% | $15.01万 | 加仓 |
| GOOG | ALPHABET INC | $101.50万 | 0.83% | 2,873 | 449 | 18.5% | $15.86万 | 加仓 |
| SNDK | SANDISK CORP | $101.74万 | 0.84% | 447 | 338 | 310.1% | $76.93万 | 重新持有 |
| PAVE | GLOBAL X FDS | $111.10万 | 0.91% | 18,856 | 3,236 | 20.7% | $19.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.57万 | 0.97% | 3,592 | 199 | 5.9% | $6.51万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $119.61万 | 0.98% | 25,340 | -142 | -0.6% | -$6,703 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $126.70万 | 1.04% | 27,882 | 27,810 | 38,625.0% | $126.37万 | 重新持有 |
| GEV | GE VERNOVA INC | $135.57万 | 1.11% | 1,154 | 71 | 6.6% | $8.34万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $140.53万 | 1.15% | 27,583 | 318 | 1.2% | $1.62万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $148.99万 | 1.22% | 19,291 | 19,291 | — | $148.99万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $150.30万 | 1.24% | 4,489 | 303 | 7.2% | $10.14万 | 加仓 |
| IVLU | ISHARES TR | $150.37万 | 1.24% | 35,957 | 6,180 | 20.8% | $25.85万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $154.33万 | 1.27% | 5,588 | 1,269 | 29.4% | $35.05万 | 加仓 |
| GE | GE AEROSPACE | $160.57万 | 1.32% | 4,296 | 188 | 4.6% | $7.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $201.00万 | 1.65% | 1,741 | 538 | 44.7% | $62.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $204.69万 | 1.68% | 3,524 | 496 | 16.4% | $28.81万 | 加仓 |
| META | META PLATFORMS INC | $204.80万 | 1.68% | 3,636 | 223 | 6.5% | $12.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $208.73万 | 1.72% | 5,596 | 163 | 3.0% | $6.08万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $213.50万 | 1.75% | 78,121 | 10,100 | 14.8% | $27.60万 | 加仓 |
| AMZN | AMAZON COM INC | $229.87万 | 1.89% | 9,645 | 622 | 6.9% | $14.82万 | 加仓 |
| AVGO | BROADCOM INC | $232.17万 | 1.91% | 6,146 | 384 | 6.7% | $14.51万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $246.07万 | 2.02% | 44,020 | 7,286 | 19.8% | $40.73万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $254.84万 | 2.09% | 27,218 | 4,763 | 21.2% | $44.60万 | 加仓 |
| TSLA | TESLA INC | $259.02万 | 2.13% | 6,158 | 512 | 9.1% | $21.54万 | 加仓 |
| GOOGL | ALPHABET INC | $269.64万 | 2.22% | 7,545 | 583 | 8.4% | $20.83万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $288.77万 | 2.37% | 61,518 | 15,261 | 33.0% | $71.64万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $325.78万 | 2.68% | 19,148 | 995 | 5.5% | $16.93万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $378.45万 | 3.11% | 12,491 | 12,491 | — | $378.45万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $472.92万 | 3.89% | 78,441 | 8,054 | 11.4% | $48.56万 | 加仓 |
| AAPL | APPLE INC | $485.28万 | 3.99% | 16,771 | -164 | -1.0% | -$4.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $542.87万 | 4.46% | 27,131 | 1,575 | 6.2% | $31.51万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $563.69万 | 4.63% | 34,895 | 1,305 | 3.9% | $21.08万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $776.58万 | 6.38% | 157,584 | 13,756 | 9.6% | $67.79万 | 加仓 |