Greenline Wealth Management LLC
BOCA RATON FL · SEC CIK 0002111541
$8,670.02万2026Q1 申报市值
94持仓数
41.0%前十大占比 · 第一大 7.1%
5 / 423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
IVLU 加仓+$103.29万
IDMO 加仓+$75.20万
XAR 新建仓+$60.01万
BIV 加仓+$51.02万
DTCR 新建仓+$39.55万
2026Q1 卖出最多 按季末市值估算
SKOR 清仓-$80.98万
RFV 清仓-$52.16万
RBRK 清仓-$40.44万
IWP 减仓-$33.81万
JQUA 清仓-$27.68万
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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$5,251 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -135 | -100.0% | -$5,192 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -41 | -100.0% | -$5,161 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -11 | -100.0% | -$5,033 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -23 | -100.0% | -$4,994 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -295 | -100.0% | -$4,942 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$4,867 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -24 | -100.0% | -$4,794 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -35 | -100.0% | -$4,757 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -43 | -100.0% | -$4,752 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -191 | -100.0% | -$4,744 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -32 | -100.0% | -$4,691 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$4,482 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -110 | -100.0% | -$4,480 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,369 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$4,351 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -84 | -100.0% | -$4,291 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -33 | -100.0% | -$4,256 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -12 | -100.0% | -$4,235 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -41 | -100.0% | -$4,226 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -49 | -100.0% | -$4,092 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -98 | -100.0% | -$4,072 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$4,030 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -37 | -100.0% | -$4,027 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -28 | -100.0% | -$4,019 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,976 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -121 | -100.0% | -$3,945 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -29 | -100.0% | -$3,829 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,809 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -36 | -100.0% | -$3,777 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -126 | -100.0% | -$3,766 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$3,765 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$3,701 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$3,697 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -79 | -100.0% | -$3,572 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -113 | -100.0% | -$3,561 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,368 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$3,351 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -73 | -100.0% | -$3,343 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -45 | -100.0% | -$3,297 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -42 | -100.0% | -$3,184 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -174 | -100.0% | -$3,175 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -54 | -100.0% | -$3,114 | 清仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,082 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -156 | -100.0% | -$3,074 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -4 | -100.0% | -$3,065 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$3,057 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$2,937 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,906 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,904 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,882 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -25 | -100.0% | -$2,878 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -53 | -100.0% | -$2,853 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -111 | -100.0% | -$2,767 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$2,767 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -97 | -100.0% | -$2,763 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$2,734 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -119 | -100.0% | -$2,733 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -10 | -100.0% | -$2,683 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,681 | 清仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$2,614 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,609 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2,559 | 清仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $0 | 0.00% | 0 | -79 | -100.0% | -$2,500 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -9 | -100.0% | -$2,477 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,458 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -22 | -100.0% | -$2,428 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$2,424 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,404 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,392 | 清仓 |
| — | ARK ETF TR | $0 | 0.00% | 0 | -106 | -100.0% | -$2,364 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,355 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,345 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -97 | -100.0% | -$2,332 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,266 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -40 | -100.0% | -$2,158 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -84 | -100.0% | -$2,157 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,143 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$2,126 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14 | -100.0% | -$2,124 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,090 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,045 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,039 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$2,005 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,987 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,984 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,941 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -25 | -100.0% | -$1,923 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -72 | -100.0% | -$1,885 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,862 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,857 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,845 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -8 | -100.0% | -$1,831 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,784 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,756 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -15 | -100.0% | -$1,718 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -190 | -100.0% | -$1,706 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$1,668 | 清仓 |