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 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,661 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,627 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,622 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -65 | -100.0% | -$1,589 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,577 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,543 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1,533 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,497 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -2 | -100.0% | -$1,497 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -5 | -100.0% | -$1,490 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,487 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -26 | -100.0% | -$1,481 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -59 | -100.0% | -$1,480 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,476 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -83 | -100.0% | -$1,470 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,461 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -2 | -100.0% | -$1,456 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -56 | -100.0% | -$1,450 | 清仓 |
| HSIC | HENRY SCHEIN INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,436 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,427 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,402 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$1,398 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -1 | -100.0% | -$1,394 | 清仓 |
| IPX | IPERIONX LTD | $0 | 0.00% | 0 | -38 | -100.0% | -$1,382 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,368 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$1,323 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -8 | -100.0% | -$1,297 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -20 | -100.0% | -$1,296 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,273 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -52 | -100.0% | -$1,244 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -6 | -100.0% | -$1,237 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$1,219 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,180 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -102 | -100.0% | -$1,173 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -5 | -100.0% | -$1,171 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -9 | -100.0% | -$1,149 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$1,119 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -41 | -100.0% | -$1,116 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,088 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,083 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,079 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -16 | -100.0% | -$1,078 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -6 | -100.0% | -$1,044 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,038 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$923 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -80 | -100.0% | -$846 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$829 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$811 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$792 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -30 | -100.0% | -$779 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$758 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -6 | -100.0% | -$704 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -14 | -100.0% | -$688 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -20 | -100.0% | -$609 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$571 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$537 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -4 | -100.0% | -$473 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$470 | 清仓 |
| DXYZ | DESTINY TECH100 INC | $0 | 0.00% | 0 | -15 | -100.0% | -$459 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$214 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -25 | -100.0% | -$123 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$62 | 清仓 |
| — | PUTNAM MASTER INTER INCOME T | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | TUHURA BIOSCIENCES INC | $6.61万 | 0.08% | 36,927 | 36,927 | — | $6.61万 | 新建仓 |
| ONDS | ONDAS INC | $19.59万 | 0.23% | 21,666 | 21,666 | — | $19.59万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $20.04万 | 0.23% | 3,326 | 6 | 0.2% | $362 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.08万 | 0.23% | 585 | 133 | 29.4% | $4.56万 | 加仓 |
| EME | EMCOR GROUP INC | $20.43万 | 0.24% | 277 | 44 | 18.9% | $3.25万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $20.45万 | 0.24% | 957 | 53 | 5.9% | $1.13万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.57万 | 0.24% | 505 | 154 | 43.9% | $6.27万 | 加仓 |
| ITT | ITT INC | $21.37万 | 0.25% | 1,121 | 127 | 12.8% | $2.42万 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.55万 | 0.25% | 507 | 387 | 322.5% | $16.45万 | 加仓 |
| ABBV | ABBVIE INC | $21.62万 | 0.25% | 994 | -64 | -6.0% | -$1.39万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.74万 | 0.25% | 522 | 28 | 5.7% | $1.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $21.77万 | 0.25% | 498 | 98 | 24.5% | $4.28万 | 加仓 |
| WMT | WALMART INC | $21.99万 | 0.25% | 1,769 | 572 | 47.8% | $7.11万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $22.41万 | 0.26% | 6,619 | -3,437 | -34.2% | -$11.64万 | 减仓 |
| IAU | ISHARES GOLD TR | $23.50万 | 0.27% | 2,666 | 504 | 23.3% | $4.44万 | 加仓 |
| ADI | ANALOG DEVICES INC | $23.80万 | 0.27% | 748 | 677 | 953.5% | $21.54万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.29万 | 0.28% | 7,371 | 7,371 | — | $24.29万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $24.43万 | 0.28% | 1,524 | 83 | 5.8% | $1.33万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $24.72万 | 0.29% | 2,392 | -431 | -15.3% | -$4.45万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $24.96万 | 0.29% | 366 | 33 | 9.9% | $2.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.53万 | 0.29% | 654 | -13 | -1.9% | -$5,074 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.65万 | 0.30% | 332 | 193 | 138.8% | $14.91万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $25.93万 | 0.30% | 3,029 | -1,946 | -39.1% | -$16.66万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $25.98万 | 0.30% | 2,768 | 662 | 31.4% | $6.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $28.76万 | 0.33% | 576 | 39 | 7.3% | $1.95万 | 加仓 |
| APH | AMPHENOL CORP | $28.82万 | 0.33% | 2,281 | 346 | 17.9% | $4.37万 | 加仓 |
| CLS | CELESTICA INC | $29.07万 | 0.34% | 1,032 | 263 | 34.2% | $7.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.49万 | 0.34% | 919 | 316 | 52.4% | $10.14万 | 加仓 |
| KLAC | KLA CORP | $30.69万 | 0.35% | 208 | 15 | 7.8% | $2.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.71万 | 0.37% | 2,582 | 291 | 12.7% | $3.57万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $32.25万 | 0.37% | 6,113 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $32.43万 | 0.37% | 1,407 | 189 | 15.5% | $4.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.65万 | 0.38% | 681 | 136 | 25.0% | $6.52万 | 加仓 |
| IVV | ISHARES TR | $32.95万 | 0.38% | 504 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $33.52万 | 0.39% | 473 | 432 | 1,053.7% | $30.62万 | 加仓 |
| V | VISA INC | $33.66万 | 0.39% | 1,114 | 485 | 77.1% | $14.66万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $33.79万 | 0.39% | 464 | 84 | 22.1% | $6.12万 | 加仓 |