Green Ridge Wealth Planning LLC
MONTVILLE NJ · SEC CIK 0002117069
$2.38亿2026Q2 申报市值
94持仓数
58.4%前十大占比 · 第一大 11.8%
11 / 4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
SCHA 新建仓+$398.59万
ACYN 新建仓+$301.41万
VEA 加仓+$174.19万
PVAL 加仓+$147.87万
REMX 新建仓+$127.78万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$260.48万
IAU 减仓-$145.00万
QUAL 减仓-$130.63万
PPA 减仓-$112.51万
FXI 清仓-$76.42万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FXI | ISHARES TR | $0 | 0.00% | 0 | -21,286 | -100.0% | -$76.42万 | 清仓 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.58万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -835 | -100.0% | -$20.30万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -11,500 | -100.0% | -$14.14万 | 清仓 |
| — | ACTUATE THERAPEUTICS INC | $1.53万 | 0.01% | 10,000 | 10,000 | — | $1.53万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $4.00万 | 0.02% | 200 | 200 | — | $4.00万 | 新建仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $13.72万 | 0.06% | 11,148 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $14.72万 | 0.06% | 13,924 | 13,924 | — | $14.72万 | 新建仓 |
| QYLD | GLOBAL X FDS | $18.56万 | 0.08% | 10,071 | -150 | -1.5% | -$2,765 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $20.02万 | 0.08% | 7,825 | -4,550 | -36.8% | -$11.64万 | 减仓 |
| FSLR | FIRST SOLAR INC | $20.06万 | 0.08% | 850 | -44 | -4.9% | -$1.04万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $20.82万 | 0.09% | 1,882 | -2 | -0.1% | -$221 | 减仓 |
| ASML | ASML HLDG NV | $21.09万 | 0.09% | 106 | 106 | — | $21.09万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.64万 | 0.09% | 2,584 | 2,584 | — | $21.64万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.71万 | 0.10% | 1,014 | -71 | -6.5% | -$1.59万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.71万 | 0.10% | 858 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.67万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $23.70万 | 0.10% | 757 | -25 | -3.2% | -$7,828 | 减仓 |
| LRCX | LAM RESEARCH CORP | $23.88万 | 0.10% | 551 | 551 | — | $23.88万 | 新建仓 |
| APP | APPLOVIN CORP | $24.11万 | 0.10% | 468 | -51 | -9.8% | -$2.63万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.23万 | 0.10% | 2,986 | 198 | 7.1% | $1.61万 | 加仓 |
| IWF | ISHARES TR | $24.68万 | 0.10% | 1,988 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.80万 | 0.10% | 1,587 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $24.81万 | 0.10% | 258 | -5 | -1.9% | -$4,808 | 减仓 |
| IVW | ISHARES TR | $24.99万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $25.30万 | 0.11% | 2,883 | -5 | -0.2% | -$439 | 减仓 |
| V | VISA INC | $26.73万 | 0.11% | 779 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $27.58万 | 0.12% | 1,927 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $29.43万 | 0.12% | 573 | -1 | -0.2% | -$514 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.55万 | 0.12% | 3,430 | 3,430 | — | $29.55万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $30.13万 | 0.13% | 3,429 | -634 | -15.6% | -$5.57万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.18万 | 0.13% | 3,051 | -25 | -0.8% | -$2,555 | 减仓 |
| IJH | ISHARES TR | $31.23万 | 0.13% | 4,050 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $33.02万 | 0.14% | 960 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $33.28万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $34.91万 | 0.15% | 2,554 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $35.87万 | 0.15% | 1,788 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $39.97万 | 0.17% | 3,848 | -5,114 | -57.1% | -$53.12万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.50万 | 0.17% | 1,227 | -1 | -0.1% | -$338 | 减仓 |
| CRM | SALESFORCE INC | $41.61万 | 0.18% | 2,656 | -638 | -19.4% | -$9.99万 | 减仓 |
| ORCL | ORACLE CORP | $41.68万 | 0.18% | 2,844 | -381 | -11.8% | -$5.58万 | 减仓 |
| HD | HOME DEPOT INC | $42.67万 | 0.18% | 1,210 | -188 | -13.4% | -$6.63万 | 减仓 |
| NASA | TEMA ETF TRUST | $42.92万 | 0.18% | 14,129 | 14,129 | — | $42.92万 | 新建仓 |
| QCOM | QUALCOMM INC | $42.98万 | 0.18% | 2,326 | -87 | -3.6% | -$1.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $43.13万 | 0.18% | 1,935 | -11 | -0.6% | -$2,452 | 减仓 |
| WMT | WALMART INC | $45.40万 | 0.19% | 4,008 | -496 | -11.0% | -$5.62万 | 减仓 |
| AMAT | APPLIED MATLS INC | $46.27万 | 0.19% | 640 | -13 | -2.0% | -$9,399 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.96万 | 0.20% | 502 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $47.60万 | 0.20% | 1,286 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.76万 | 0.20% | 1,898 | -2 | -0.1% | -$503 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.43万 | 0.22% | 1,864 | -2 | -0.1% | -$563 | 减仓 |
| NFLX | NETFLIX INC. | $52.80万 | 0.22% | 7,395 | -55 | -0.7% | -$3,927 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.19万 | 0.24% | 1,143 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $58.62万 | 0.25% | 1,719 | 1 | 0.1% | $341 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $59.31万 | 0.25% | 3,113 | 114 | 3.8% | $2.17万 | 加仓 |
| MRK | MERCK & CO INC | $64.87万 | 0.27% | 5,048 | -322 | -6.0% | -$4.14万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $69.54万 | 0.29% | 5,441 | -44 | -0.8% | -$5,624 | 减仓 |
| CSCO | CISCO SYS INC | $69.62万 | 0.29% | 5,927 | -773 | -11.5% | -$9.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $71.12万 | 0.30% | 2,800 | -11 | -0.4% | -$2,794 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $71.67万 | 0.30% | 4,535 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $77.44万 | 0.33% | 2,050 | -22 | -1.1% | -$8,311 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $85.09万 | 0.36% | 1,115 | -1 | -0.1% | -$763 | 减仓 |
| IAU | ISHARES GOLD TR | $87.06万 | 0.37% | 11,530 | -19,203 | -62.5% | -$145.00万 | 减仓 |
| LLY | ELI LILLY & CO | $107.47万 | 0.45% | 896 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $108.37万 | 0.46% | 1,447 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $127.78万 | 0.54% | 14,438 | 14,438 | — | $127.78万 | 新建仓 |
| PCMM | BONDBLOXX ETF TRUST | $130.17万 | 0.55% | 26,099 | 16,287 | 166.0% | $81.23万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $137.42万 | 0.58% | 12,827 | -6,544 | -33.8% | -$70.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $153.96万 | 0.65% | 14,322 | -4 | -0.0% | -$430 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $155.45万 | 0.65% | 4,749 | -90 | -1.9% | -$2.95万 | 减仓 |
| META | META PLATFORMS INC | $189.22万 | 0.80% | 3,359 | 264 | 8.5% | $14.87万 | 加仓 |
| TSLA | TESLA INC | $195.28万 | 0.82% | 4,643 | -21 | -0.5% | -$8,833 | 减仓 |
| VOO | VANGUARD INDEX FDS | $230.80万 | 0.97% | 3,360 | -12 | -0.4% | -$8,243 | 减仓 |
| GOOG | ALPHABET INC | $247.30万 | 1.04% | 6,999 | -2 | -0.0% | -$707 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $297.57万 | 1.25% | 116,330 | 14,656 | 14.4% | $37.49万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $301.41万 | 1.27% | 144,978 | 144,978 | — | $301.41万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $309.20万 | 1.30% | 4,141 | 512 | 14.1% | $38.23万 | 加仓 |
| OILK | PROSHARES TR | $311.39万 | 1.31% | 65,570 | 10,410 | 18.9% | $49.44万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $336.88万 | 1.42% | 32,691 | 11,765 | 56.2% | $121.24万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $398.59万 | 1.68% | 110,320 | 110,320 | — | $398.59万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $402.69万 | 1.69% | 67,463 | 21,306 | 46.2% | $127.18万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $403.07万 | 1.70% | 22,817 | -6,369 | -21.8% | -$112.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $414.53万 | 1.74% | 11,113 | 487 | 4.6% | $18.17万 | 加仓 |
| AIQ | GLOBAL X FDS | $460.01万 | 1.93% | 70,113 | -4,836 | -6.5% | -$31.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $482.84万 | 2.03% | 24,131 | 156 | 0.7% | $3.12万 | 加仓 |
| SOXX | ISHARES TR | $578.49万 | 2.43% | 9,028 | -4,065 | -31.0% | -$260.48万 | 减仓 |
| AMZN | AMAZON COM INC | $590.86万 | 2.49% | 24,791 | -333 | -1.3% | -$7.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $594.85万 | 2.50% | 10,240 | -430 | -4.0% | -$24.98万 | 减仓 |
| GOOGL | ALPHABET INC | $720.73万 | 3.03% | 20,167 | -424 | -2.1% | -$15.15万 | 减仓 |
| QUAL | ISHARES TR | $779.09万 | 3.28% | 35,505 | -5,953 | -14.4% | -$130.63万 | 减仓 |
| AAPL | APPLE INC | $928.54万 | 3.91% | 32,089 | -1,837 | -5.4% | -$53.16万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,052.14万 | 4.43% | 206,505 | 29,022 | 16.4% | $147.87万 | 加仓 |
| IDEV | ISHARES TR | $1,200.51万 | 5.05% | 134,874 | 12,597 | 10.3% | $112.13万 | 加仓 |
| IOO | ISHARES TR | $1,271.42万 | 5.35% | 93,076 | 8,598 | 10.2% | $117.45万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,400.44万 | 5.89% | 228,719 | 6,514 | 2.9% | $39.89万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,777.36万 | 7.48% | 110,026 | 5,157 | 4.9% | $83.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,937.51万 | 8.15% | 271,931 | 24,447 | 9.9% | $174.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,806.22万 | 11.80% | 38,107 | 1,214 | 3.3% | $89.40万 | 加仓 |