13F 机构持仓

Greenline Wealth Management LLC

BOCA RATON FL · SEC CIK 0002111541

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.1%
NVDA 5.1%
AAPL 5.0%
JGRO 4.7%
IDMO 4.5%
SPMO 4.3%
XMMO 3.0%
JCPB 2.5%
TSLA 2.4%
MSFT 2.3%

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
CGDV CAPITAL GROUP DIVIDEND VALUE $611.84万7.06%143,828 4,7833.4% $20.35万 加仓
NVDA NVIDIA CORPORATION $445.69万5.14%25,556 1,0164.1% $17.72万 加仓
AAPL APPLE INC $429.81万4.96%16,935 1,5189.8% $38.53万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $410.97万4.74%48,624 2,0354.4% $17.20万 加仓
IDMO INVESCO EXCH TRADED FD TR II $386.00万4.45%70,387 13,71324.2% $75.20万 加仓
SPMO INVESCO EXCH TRADED FD TR II $376.57万4.34%33,590 1,9176.1% $21.49万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $263.25万3.04%18,153 -1,692-8.5% -$24.54万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $217.78万2.51%46,257 1,3683.0% $6.44万 加仓
TSLA TESLA INC $209.87万2.42%5,646 520.9% $1.93万 加仓
MSFT MICROSOFT CORP $201.11万2.32%5,433 3907.7% $14.44万 加仓
GOOGL ALPHABET INC $200.20万2.31%6,962 1,32923.6% $38.22万 加仓
BIV VANGUARD BD INDEX FDS $199.89万2.31%25,900 6,61134.3% $51.02万 加仓
META META PLATFORMS INC $195.25万2.25%3,413 -51-1.5% -$2.92万 减仓
AMZN AMAZON COM INC $187.92万2.17%9,023 1,12514.2% $23.43万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $185.22万2.14%68,021 -7,019-9.4% -$19.11万 减仓
PIZ INVESCO EXCH TRADED FD TR II $181.91万2.10%36,734 3,59110.8% $17.78万 加仓
AVGO BROADCOM INC $178.33万2.06%5,762 86117.6% $26.65万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $170.71万1.97%22,455 350.2% $2,661 加仓
PVAL PUTNAM ETF TRUST $126.51万1.46%27,265 7,53238.2% $34.95万 加仓
IVLU ISHARES TR $118.16万1.36%29,777 26,032695.1% $103.29万 加仓
GE GE AEROSPACE $116.57万1.34%4,108 70020.5% $19.86万 加仓
IWP ISHARES TR $106.05万1.22%8,278 -2,639-24.2% -$33.81万 减仓
VRT VERTIV HOLDINGS CO $104.89万1.21%4,186 1052.6% $2.63万 加仓
PLTR PALANTIR TECHNOLOGIES INC $103.87万1.20%7,101 4727.1% $6.90万 加仓
CGGR CAPITAL GROUP GROWTH ETF $102.41万1.18%25,482 1,4496.0% $5.82万 加仓
JPM JPMORGAN CHASE & CO $99.80万1.15%3,393 79930.8% $23.50万 加仓
GEV GE VERNOVA INC $94.50万1.09%1,083 -7-0.6% -$6,108 减仓
TCHP T ROWE PRICE ETF INC $94.07万1.08%21,292 -940-4.2% -$4.15万 减仓
PAVE GLOBAL X FDS $79.36万0.92%15,620 6,78376.8% $34.46万 加仓
XLK SELECT SECTOR SPDR TR $77.68万0.90%5,845 1,55836.3% $20.71万 加仓
DBEF DBX ETF TR $73.32万0.85%14,842 -4,779-24.4% -$23.61万 减仓
VCIT VANGUARD SCOTTSDALE FDS $73.31万0.85%8,859 4,621109.0% $38.24万 加仓
GOOG ALPHABET INC $69.53万0.80%2,424 54428.9% $15.61万 加仓
ICVT ISHARES TR $69.21万0.80%6,799 3,868132.0% $39.37万 加仓
RTX RTX CORPORATION $65.04万0.75%3,372 39413.2% $7.60万 加仓
— CAPITAL GRP FIXED INCM ETF T $64.26万0.74%25,648 3,17914.1% $7.97万 加仓
AMD ADVANCED MICRO DEVICES INC $61.61万0.71%3,028 50820.2% $10.34万 加仓
YLD PRINCIPAL EXCHANGE TRADED FD $60.75万0.70%32,043 -3,394-9.6% -$6.44万 减仓
IBIT ISHARES BITCOIN TRUST ETF $60.17万0.69%15,662 2,27717.0% $8.75万 加仓
XAR SPDR SERIES TRUST $60.01万0.69%2,363 2,363— $60.01万 新建仓
NFLX NETFLIX INC. $57.46万0.66%5,976 89317.6% $8.59万 加仓
LLY ELI LILLY & CO $56.57万0.65%615 468.1% $4.23万 加仓
EMHY ISHARES INC $56.20万0.65%14,271 9,708212.8% $38.23万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $53.16万0.61%19,580 3,06318.5% $8.32万 加仓
PWR QUANTA SVCS INC $52.32万0.60%953 819.3% $4.45万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $51.73万0.60%1,531 25319.8% $8.55万 加仓
GS GOLDMAN SACHS GROUP INC $51.50万0.59%609 6411.7% $5.41万 加仓
— SENSUS HEALTHCARE INC $51.25万0.59%128,774 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $48.26万0.56%484 23695.2% $23.53万 加仓
— FIRST TR EXCHANGE TRADED FD $45.84万0.53%11,335 -2,746-19.5% -$11.11万 减仓
NBIS NEBIUS GROUP N.V. $44.81万0.52%4,319 86625.1% $8.99万 加仓
TJX TJX COS INC NEW $44.34万0.51%2,776 1,512119.6% $24.15万 加仓
MU MICRON TECHNOLOGY INC $40.63万0.47%1,203 23924.8% $8.07万 加仓
DTCR GLOBAL X FDS $39.55万0.46%16,507 16,507— $39.55万 新建仓
AVEM AMERICAN CENTY ETF TR $35.37万0.41%4,390 4,37325,723.5% $35.23万 加仓
ETN EATON CORP PLC $34.60万0.40%967 487101.5% $17.42万 加仓
MSTR STRATEGY INC $34.23万0.39%2,743 -515-15.8% -$6.43万 减仓
CASY CASEYS GEN STORES INC $33.79万0.39%464 8422.1% $6.12万 加仓
V VISA INC $33.66万0.39%1,114 48577.1% $14.66万 加仓
CAT CATERPILLAR INC $33.52万0.39%473 4321,053.7% $30.62万 加仓
IVV ISHARES TR $32.95万0.38%504 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $32.65万0.38%681 13625.0% $6.52万 加仓
HWM HOWMET AEROSPACE INC $32.43万0.37%1,407 18915.5% $4.36万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $32.25万0.37%6,113 00.0% — 不变
ANET ARISTA NETWORKS INC $31.71万0.37%2,582 29112.7% $3.57万 加仓
KLAC KLA CORP $30.69万0.35%208 157.8% $2.21万 加仓
VTI VANGUARD INDEX FDS $29.49万0.34%919 31652.4% $10.14万 加仓
CLS CELESTICA INC $29.07万0.34%1,032 26334.2% $7.41万 加仓
APH AMPHENOL CORP $28.82万0.33%2,281 34617.9% $4.37万 加仓
MA MASTERCARD INCORPORATED $28.76万0.33%576 397.3% $1.95万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $25.98万0.30%2,768 66231.4% $6.21万 加仓
HYGH ISHARES U S ETF TR $25.93万0.30%3,029 -1,946-39.1% -$16.66万 减仓
REGN REGENERON PHARMACEUTICALS $25.65万0.30%332 193138.8% $14.91万 加仓
CRWD CROWDSTRIKE HLDGS INC $25.53万0.29%654 -13-1.9% -$5,074 减仓
CW CURTISS WRIGHT CORP $24.96万0.29%366 339.9% $2.25万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $24.72万0.29%2,392 -431-15.3% -$4.45万 减仓
PANW PALO ALTO NETWORKS INC $24.43万0.28%1,524 835.8% $1.33万 加仓
SCHE SCHWAB STRATEGIC TR $24.29万0.28%7,371 7,371— $24.29万 新建仓
ADI ANALOG DEVICES INC $23.80万0.27%748 677953.5% $21.54万 加仓
IAU ISHARES GOLD TR $23.50万0.27%2,666 50423.3% $4.44万 加仓
DFAE DIMENSIONAL ETF TRUST $22.41万0.26%6,619 -3,437-34.2% -$11.64万 减仓
WMT WALMART INC $21.99万0.25%1,769 57247.8% $7.11万 加仓
VUG VANGUARD INDEX FDS $21.77万0.25%498 9824.5% $4.28万 加仓
TT TRANE TECHNOLOGIES PLC $21.74万0.25%522 285.7% $1.17万 加仓
ABBV ABBVIE INC $21.62万0.25%994 -64-6.0% -$1.39万 减仓
SPGI S&P GLOBAL INC $21.55万0.25%507 387322.5% $16.45万 加仓
ITT ITT INC $21.37万0.25%1,121 12712.8% $2.42万 加仓
STRL STERLING INFRASTRUCTURE INC $20.57万0.24%505 15443.9% $6.27万 加仓
LRCX LAM RESEARCH CORP $20.45万0.24%957 535.9% $1.13万 加仓
EME EMCOR GROUP INC $20.43万0.24%277 4418.9% $3.25万 加仓
GD GENERAL DYNAMICS CORP $20.08万0.23%585 13329.4% $4.56万 加仓
XSVM INVESCO EXCHANGE TRADED FD T $20.04万0.23%3,326 60.2% $362 加仓
ONDS ONDAS INC $19.59万0.23%21,666 21,666— $19.59万 新建仓
— TUHURA BIOSCIENCES INC $6.61万0.08%36,927 36,927— $6.61万 新建仓
SKOR FLEXSHARES TR $00.00%0 -16,485-100.0% -$80.98万 清仓
RFV INVESCO EXCHANGE TRADED FD T $00.00%0 -4,081-100.0% -$52.16万 清仓
JSML JANUS DETROIT STR TR $00.00%0 —— — 申报中断
RBRK RUBRIK INC. $00.00%0 -5,288-100.0% -$40.44万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 —— — 申报中断
APP APPLOVIN CORP $00.00%0 —— — 申报中断