Green Ridge Wealth Planning LLC
MONTVILLE NJ · SEC CIK 0002117069
$1.90亿2026Q1 申报市值
86持仓数
59.0%前十大占比 · 第一大 11.2%
8 / 8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
PVAL 新建仓+$823.52万
SOXX 新建仓+$430.31万
OILK 新建仓+$298.42万
AVDV 新建仓+$208.97万
IAU 加仓+$112.86万
2026Q1 卖出最多 按季末市值估算
SPHQ 清仓-$799.51万
CIBR 清仓-$433.93万
XLC 减仓-$205.79万
IBIT 清仓-$121.04万
SPMO 减仓-$100.24万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,129.41万 | 11.21% | 36,893 | 353 | 1.0% | $20.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,585.88万 | 8.35% | 247,484 | 6,866 | 2.9% | $44.00万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,212.13万 | 6.38% | 222,205 | 6,581 | 3.1% | $35.90万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,175.69万 | 6.19% | 104,869 | -8,941 | -7.9% | -$100.24万 | 减仓 |
| IOO | ISHARES TR | $1,021.93万 | 5.38% | 84,478 | 8,332 | 10.9% | $100.79万 | 加仓 |
| IDEV | ISHARES TR | $1,021.87万 | 5.38% | 122,277 | 4,876 | 4.2% | $40.75万 | 加仓 |
| AAPL | APPLE INC | $861.00万 | 4.53% | 33,926 | 5 | 0.0% | $1,269 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $823.52万 | 4.33% | 177,483 | 177,483 | — | $823.52万 | 新建仓 |
| QUAL | ISHARES TR | $795.21万 | 4.18% | 41,458 | -1,168 | -2.7% | -$22.40万 | 减仓 |
| GOOGL | ALPHABET INC | $592.13万 | 3.12% | 20,591 | -120 | -0.6% | -$3.45万 | 减仓 |
| AMZN | AMAZON COM INC | $523.25万 | 2.75% | 25,124 | 293 | 1.2% | $6.10万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $483.62万 | 2.55% | 29,186 | 98 | 0.3% | $1.62万 | 加仓 |
| SOXX | ISHARES TR | $430.31万 | 2.26% | 13,093 | 13,093 | — | $430.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $418.13万 | 2.20% | 23,975 | 546 | 2.3% | $9.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $393.35万 | 2.07% | 10,626 | 252 | 2.4% | $9.33万 | 加仓 |
| AIQ | GLOBAL X FDS | $349.79万 | 1.84% | 74,949 | 4,103 | 5.8% | $19.15万 | 加仓 |
| OILK | PROSHARES TR | $298.42万 | 1.57% | 55,160 | 55,160 | — | $298.42万 | 新建仓 |
| IAU | ISHARES GOLD TR | $270.94万 | 1.43% | 30,733 | 12,802 | 71.4% | $112.86万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $259.37万 | 1.36% | 101,674 | -2,160 | -2.1% | -$5.51万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $249.48万 | 1.31% | 46,157 | 2,255 | 5.1% | $12.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $236.03万 | 1.24% | 3,629 | -15 | -0.4% | -$9,756 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $217.06万 | 1.14% | 10,670 | 32 | 0.3% | $6,510 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $214.74万 | 1.13% | 19,371 | -18,563 | -48.9% | -$205.79万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $208.97万 | 1.10% | 20,926 | 20,926 | — | $208.97万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $201.52万 | 1.06% | 3,372 | -20 | -0.6% | -$1.20万 | 减仓 |
| GOOG | ALPHABET INC | $200.83万 | 1.06% | 7,001 | -2 | -0.0% | -$574 | 减仓 |
| META | META PLATFORMS INC | $177.08万 | 0.93% | 3,095 | 83 | 2.8% | $4.75万 | 加仓 |
| TSLA | TESLA INC | $173.38万 | 0.91% | 4,664 | -14 | -0.3% | -$5,204 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $142.34万 | 0.75% | 4,839 | 342 | 7.6% | $10.06万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $140.94万 | 0.74% | 14,326 | -278 | -1.9% | -$2.73万 | 减仓 |
| IVV | ISHARES TR | $94.53万 | 0.50% | 1,447 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $87.05万 | 0.46% | 8,962 | -405 | -4.3% | -$3.93万 | 减仓 |
| LLY | ELI LILLY & CO | $82.41万 | 0.43% | 896 | 35 | 4.1% | $3.22万 | 加仓 |
| FXI | ISHARES TR | $76.42万 | 0.40% | 21,286 | -19,188 | -47.4% | -$68.88万 | 减仓 |
| NFLX | NETFLIX INC. | $71.63万 | 0.38% | 7,450 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $68.72万 | 0.36% | 2,811 | 77 | 2.8% | $1.88万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.16万 | 0.35% | 4,535 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $64.60万 | 0.34% | 5,370 | -135 | -2.5% | -$1.62万 | 减仓 |
| AVGO | BROADCOM INC | $64.13万 | 0.34% | 2,072 | 32 | 1.6% | $9,904 | 加仓 |
| CRM | SALESFORCE INC | $61.49万 | 0.32% | 3,294 | 14 | 0.4% | $2,613 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $60.17万 | 0.32% | 5,485 | -640 | -10.4% | -$7.02万 | 减仓 |
| WMT | WALMART INC | $55.98万 | 0.29% | 4,504 | 8 | 0.2% | $994 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.77万 | 0.29% | 1,143 | 22 | 2.0% | $1.05万 | 加仓 |
| CSCO | CISCO SYS INC | $51.99万 | 0.27% | 6,700 | 47 | 0.7% | $3,647 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.02万 | 0.26% | 502 | -6 | -1.2% | -$5,979 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $48.25万 | 0.25% | 9,812 | 9,812 | — | $48.25万 | 新建仓 |
| ORCL | ORACLE CORP | $47.44万 | 0.25% | 3,225 | -625 | -16.2% | -$9.19万 | 减仓 |
| HD | HOME DEPOT INC | $45.98万 | 0.24% | 1,398 | -19 | -1.3% | -$6,249 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.22万 | 0.24% | 1,866 | 505 | 37.1% | $12.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $44.72万 | 0.24% | 1,946 | 1 | 0.1% | $230 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.57万 | 0.23% | 1,116 | 2 | 0.2% | $781 | 加仓 |
| ABBV | ABBVIE INC | $41.32万 | 0.22% | 1,900 | 2 | 0.1% | $435 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.27万 | 0.22% | 1,286 | -167 | -11.5% | -$5.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $39.86万 | 0.21% | 2,999 | 103 | 3.6% | $1.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $37.14万 | 0.20% | 1,228 | -5 | -0.4% | -$1,512 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.62万 | 0.17% | 1,788 | 13 | 0.7% | $2,372 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.10万 | 0.16% | 4,063 | -292 | -6.7% | -$2.23万 | 减仓 |
| QCOM | QUALCOMM INC | $31.07万 | 0.16% | 2,413 | -171 | -6.6% | -$2.20万 | 减仓 |
| IJS | ISHARES TR | $30.25万 | 0.16% | 2,554 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $29.55万 | 0.16% | 1,750 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $28.69万 | 0.15% | 960 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.68万 | 0.15% | 574 | -10 | -1.7% | -$4,997 | 减仓 |
| FDX | FEDEX CORP | $27.85万 | 0.15% | 782 | 8 | 1.0% | $2,849 | 加仓 |
| SBUX | STARBUCKS CORP | $27.56万 | 0.15% | 3,076 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $27.54万 | 0.14% | 1,718 | -153 | -8.2% | -$2.45万 | 减仓 |
| IJH | ISHARES TR | $27.35万 | 0.14% | 4,050 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.82万 | 0.14% | 2,888 | 30 | 1.0% | $2,786 | 加仓 |
| PSX | PHILLIPS 66 | $25.51万 | 0.13% | 1,400 | -540 | -27.8% | -$9.84万 | 减仓 |
| BLK | BLACKROCK INC | $25.29万 | 0.13% | 263 | 2 | 0.8% | $1,923 | 加仓 |
| ABNB | AIRBNB INC | $24.33万 | 0.13% | 1,927 | -17 | -0.9% | -$2,147 | 减仓 |
| DVY | ISHARES TR | $24.03万 | 0.13% | 1,587 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.54万 | 0.12% | 779 | -4 | -0.5% | -$1,209 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.57万 | 0.12% | 2,788 | 3 | 0.1% | $243 | 加仓 |
| AMAT | APPLIED MATLS INC | $22.32万 | 0.12% | 653 | 653 | — | $22.32万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.05万 | 0.12% | 1,085 | 1 | 0.1% | $203 | 加仓 |
| DIVB | ISHARES TR | $21.58万 | 0.11% | 4,000 | -900 | -18.4% | -$4.86万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $21.32万 | 0.11% | 1,884 | 1,884 | — | $21.32万 | 新建仓 |
| IWF | ISHARES TR | $21.19万 | 0.11% | 497 | -40 | -7.4% | -$1.71万 | 减仓 |
| APP | APPLOVIN CORP | $20.66万 | 0.11% | 519 | 519 | — | $20.66万 | 新建仓 |
| IVW | ISHARES TR | $20.55万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $20.30万 | 0.11% | 835 | -316 | -27.5% | -$7.68万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.08万 | 0.11% | 858 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $18.51万 | 0.10% | 12,375 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $17.53万 | 0.09% | 10,221 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $14.14万 | 0.07% | 11,500 | -1,500 | -11.5% | -$1.84万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $12.90万 | 0.07% | 11,148 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -106,530 | -100.0% | -$799.51万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -60,732 | -100.0% | -$433.93万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -24,378 | -100.0% | -$121.04万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,233 | -100.0% | -$25.41万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,103 | -100.0% | -$23.69万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,002 | -100.0% | -$22.82万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,475 | -100.0% | -$22.60万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -14,813 | -100.0% | -$3.23万 | 清仓 |