13F 机构持仓

Greenline Wealth Management LLC

BOCA RATON FL · SEC CIK 0002111541

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.22亿2026Q2
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

CGDV 6.4%
SPMO 4.6%
NVDA 4.5%
AAPL 4.0%
IDMO 3.9%
QQQM 3.1%
XMMO 2.7%
JCPB 2.4%
GOOGL 2.2%
TSLA 2.1%

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
CGDV CAPITAL GROUP DIVIDEND VALUE $776.58万6.38%157,584 13,7569.6% $67.79万 加仓
SPMO INVESCO EXCH TRADED FD TR II $563.69万4.63%34,895 1,3053.9% $21.08万 加仓
NVDA NVIDIA CORPORATION $542.87万4.46%27,131 1,5756.2% $31.51万 加仓
AAPL APPLE INC $485.28万3.99%16,771 -164-1.0% -$4.75万 减仓
IDMO INVESCO EXCH TRADED FD TR II $472.92万3.89%78,441 8,05411.4% $48.56万 加仓
QQQM INVESCO EXCH TRADED FD TR II $378.45万3.11%12,491 12,491— $378.45万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $325.78万2.68%19,148 9955.5% $16.93万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $288.77万2.37%61,518 15,26133.0% $71.64万 加仓
GOOGL ALPHABET INC $269.64万2.22%7,545 5838.4% $20.83万 加仓
TSLA TESLA INC $259.02万2.13%6,158 5129.1% $21.54万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $254.84万2.09%27,218 4,76321.2% $44.60万 加仓
PIZ INVESCO EXCH TRADED FD TR II $246.07万2.02%44,020 7,28619.8% $40.73万 加仓
AVGO BROADCOM INC $232.17万1.91%6,146 3846.7% $14.51万 加仓
AMZN AMAZON COM INC $229.87万1.89%9,645 6226.9% $14.82万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $213.50万1.75%78,121 10,10014.8% $27.60万 加仓
MSFT MICROSOFT CORP $208.73万1.72%5,596 1633.0% $6.08万 加仓
META META PLATFORMS INC $204.80万1.68%3,636 2236.5% $12.56万 加仓
AMD ADVANCED MICRO DEVICES INC $204.69万1.68%3,524 49616.4% $28.81万 加仓
MU MICRON TECHNOLOGY INC $201.00万1.65%1,741 53844.7% $62.11万 加仓
GE GE AEROSPACE $160.57万1.32%4,296 1884.6% $7.03万 加仓
NBIS NEBIUS GROUP N.V. $154.33万1.27%5,588 1,26929.4% $35.05万 加仓
IVLU ISHARES TR $150.37万1.24%35,957 6,18020.8% $25.85万 加仓
VRT VERTIV HOLDINGS CO $150.30万1.24%4,489 3037.2% $10.14万 加仓
VCRB VANGUARD MALVERN FDS $148.99万1.22%19,291 19,291— $148.99万 新建仓
PVAL PUTNAM ETF TRUST $140.53万1.15%27,583 3181.2% $1.62万 加仓
GEV GE VERNOVA INC $135.57万1.11%1,154 716.6% $8.34万 加仓
QQQJ INVESCO EXCH TRADED FD TR II $126.70万1.04%27,882 27,81038,625.0% $126.37万 重新持有
CGGR CAPITAL GROUP GROWTH ETF $119.61万0.98%25,340 -142-0.6% -$6,703 减仓
JPM JPMORGAN CHASE & CO $117.57万0.97%3,592 1995.9% $6.51万 加仓
PAVE GLOBAL X FDS $111.10万0.91%18,856 3,23620.7% $19.07万 加仓
SNDK SANDISK CORP $101.74万0.84%447 338310.1% $76.93万 重新持有
GOOG ALPHABET INC $101.50万0.83%2,873 44918.5% $15.86万 加仓
ICVT ISHARES TR $97.78万0.80%8,032 1,23318.1% $15.01万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $95.28万0.78%1,995 46430.3% $22.16万 加仓
VCIT VANGUARD SCOTTSDALE FDS $92.11万0.76%11,145 2,28625.8% $18.89万 加仓
TCHP T ROWE PRICE EXCHANGE-TRADED $86.15万0.71%17,198 -4,094-19.2% -$20.51万 减仓
PLTR PALANTIR TECHNOLOGIES INC $85.11万0.70%7,295 1942.7% $2.26万 加仓
— CAPITAL GRP FIXED INCM ETF T $84.90万0.70%33,518 7,87030.7% $19.93万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $84.30万0.69%3,100 33212.0% $9.03万 加仓
XAR SPDR SERIES TRUST $83.13万0.68%2,929 56624.0% $16.06万 加仓
PWR QUANTA SVCS INC $82.59万0.68%1,147 19420.4% $13.97万 加仓
XLK SELECT SECTOR SPDR TR $78.59万0.65%4,125 -1,720-29.4% -$32.77万 减仓
DTCR GLOBAL X FDS $76.95万0.63%25,336 8,82953.5% $26.81万 加仓
ALAB ASTERA LABS INC $76.16万0.63%1,577 51548.5% $24.87万 重新持有
KLAC KLA CORP $75.86万0.62%2,514 43420.9% $13.10万 加仓
LLY ELI LILLY & CO $73.46万0.60%612 -3-0.5% -$3,601 减仓
YLD PRINCIPAL EXCHANGE TRADED FD $73.34万0.60%38,439 6,39620.0% $12.20万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $72.58万0.60%26,422 6,84234.9% $18.79万 加仓
RTX RTX CORPORATION $71.93万0.59%3,791 41912.4% $7.95万 加仓
DBEF DBX ETF TR $71.79万0.59%13,141 -1,701-11.5% -$9.29万 减仓
EMHY ISHARES INC $67.06万0.55%16,492 2,22115.6% $9.03万 加仓
GS GOLDMAN SACHS GROUP INC $66.73万0.55%660 518.4% $5.16万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $64.06万0.53%6,498 -42,126-86.6% -$415.31万 减仓
AVEM AMERICAN CENTY ETF TR $63.75万0.52%6,607 2,21750.5% $21.39万 加仓
CRWD CROWDSTRIKE HLDGS INC $60.00万0.49%786 13220.2% $10.08万 加仓
CAT CATERPILLAR INC $59.14万0.49%555 8217.3% $8.74万 加仓
PANW PALO ALTO NETWORKS INC $57.49万0.47%1,686 16210.6% $5.52万 加仓
STRL STERLING INFRASTRUCTURE INC $54.97万0.45%655 15029.7% $12.59万 加仓
MRVL MARVELL TECHNOLOGY INC $54.60万0.45%1,833 1,598680.0% $47.60万 重新持有
CLS CELESTICA INC $49.03万0.40%1,344 31230.2% $11.38万 加仓
COST COSTCO WHOLESALE CORPORATION $47.43万0.39%507 234.8% $2.15万 加仓
TJX TJX COS INC NEW $45.90万0.38%3,030 2549.1% $3.85万 加仓
ETN EATON CORP PLC $44.77万0.37%1,051 848.7% $3.58万 加仓
ANET ARISTA NETWORKS INC $44.74万0.37%2,634 522.0% $8,832 加仓
HWM HOWMET AEROSPACE INC $44.41万0.36%1,652 24517.4% $6.59万 加仓
COHR COHERENT CORP $44.10万0.36%1,118 766217.6% $30.22万 重新持有
LRCX LAM RESEARCH CORP $43.38万0.36%1,001 444.6% $1.91万 加仓
CASY CASEYS GEN STORES INC $40.88万0.34%514 5010.8% $3.98万 加仓
TTMI TTM TECHNOLOGIES INC $40.61万0.33%2,171 1,124107.4% $21.02万 重新持有
FIX COMFORT SYS USA INC $39.56万0.33%200 9590.5% $18.79万 重新持有
APH AMPHENOL CORP $39.51万0.32%2,241 -40-1.8% -$7,051 减仓
— SENSUS HEALTHCARE INC $38.89万0.32%128,774 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $37.49万0.31%1,996 1,996— $37.49万 新建仓
CW CURTISS WRIGHT CORP $37.06万0.30%489 12333.6% $9.32万 加仓
VFMF VANGUARD WELLINGTON FD $36.90万0.30%2,085 2,085— $36.90万 新建仓
IVV ISHARES TR $36.26万0.30%484 -20-4.0% -$1.50万 减仓
ASML ASML HLDG NV $35.79万0.29%180 4937.4% $9.74万 重新持有
NFLX NETFLIX INC. $33.95万0.28%4,755 -1,221-20.4% -$8.72万 减仓
VTI VANGUARD INDEX FDS $33.85万0.28%915 -4-0.4% -$1,480 减仓
RKLB ROCKET LAB CORP $32.70万0.27%3,217 1,22561.5% $12.45万 重新持有
MA MASTERCARD INCORPORATED $32.44万0.27%632 569.7% $2.87万 加仓
ADI ANALOG DEVICES INC $32.18万0.26%810 628.3% $2.46万 加仓
V VISA INC $31.22万0.26%910 -204-18.3% -$7.00万 减仓
IBIT ISHARES BITCOIN TRUST ETF $31.06万0.26%9,329 -6,333-40.4% -$21.08万 减仓
TER TERADYNE INC $31.03万0.25%641 578917.5% $27.98万 重新持有
BRK/B BERKSHIRE HATHAWAY INC DEL $30.97万0.25%619 -62-9.1% -$3.10万 减仓
TT TRANE TECHNOLOGIES PLC $29.86万0.25%608 8616.5% $4.22万 加仓
ASTS AST SPACEMOBILE INC $29.32万0.24%3,299 1,40574.2% $12.49万 重新持有
GBTC GRAYSCALE BITCOIN TRUST ETF $27.69万0.23%6,083 -30-0.5% -$1,366 减仓
WDC WESTERN DIGITAL CORP $27.46万0.23%430 4204,200.0% $26.82万 重新持有
CRS CARPENTER TECHNOLOGY CORP $27.39万0.23%444 14046.1% $8.64万 重新持有
VGT VANGUARD WORLD FD $27.29万0.22%2,284 1,999701.4% $23.89万 重新持有
ABBV ABBVIE INC $27.00万0.22%1,073 797.9% $1.99万 加仓
HYGH ISHARES U S ETF TR $26.50万0.22%3,059 301.0% $2,599 加仓
NET CLOUDFLARE INC $26.18万0.22%1,067 21425.1% $5.25万 重新持有
UCTT ULTRA CLEAN HLDGS INC $25.87万0.21%1,814 1,814— $25.87万 新建仓
VUG VANGUARD INDEX FDS $25.79万0.21%2,994 60.2% $517 加仓
PH PARKER-HANNIFIN CORP $25.78万0.21%264 7539.7% $7.32万 重新持有
XMHQ INVESCO EXCHANGE TRADED FD T $25.66万0.21%2,274 -118-4.9% -$1.33万 减仓
EME EMCOR GROUP INC $25.59万0.21%308 3111.2% $2.58万 加仓