小隐寺数据中心API 小隐寺主站

GREENWOOD CAPITAL ASSOCIATES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GREENWOOD CAPITAL ASSOCIATES LLC

报告期 2026-03-31 · CIK 0001161822

持仓数

286

前50大市值合计

$570.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$36.1M

55,265

6.3%

AAPL APPLE INC

COM

$35.8M

141,056

6.3%

BBEU J P MORGAN EXCHANGE TRADED F

BETABUILDERS EUR

$27.7M

382,874

4.9%

GOOGL ALPHABET INC

CAP STK CL A

$27.1M

94,191

4.7%

MSFT MICROSOFT CORP

COM

$26.4M

71,237

4.6%

AMZN AMAZON COM INC

COM

$16.4M

78,875

2.9%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$15.6M

460,529

2.7%

EMXC ISHARES INC

MSCI EMRG CHN

$15.1M

191,795

2.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$15.0M

31,247

2.6%

GVI ISHARES TR

INTRM GOV CR ETF

$14.8M

138,660

2.6%

AGG ISHARES TR

CORE US AGGBD ET

$14.0M

141,303

2.5%

IPAC ISHARES TR

CORE MSCI PAC

$14.0M

182,829

2.5%

IXUS ISHARES TR

CORE MSCI TOTAL

$12.0M

138,323

2.1%

IBM INTERNATIONAL BUSINESS MACHS

COM

$11.8M

48,490

2.1%

JNJ JOHNSON & JOHNSON

COM

$11.5M

47,170

2.0%

LLY ELI LILLY & CO

COM

$11.0M

12,014

1.9%

AMGN AMGEN INC

COM

$10.7M

30,444

1.9%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$9.9M

130,417

1.7%

AVGO BROADCOM INC

COM

$9.9M

31,875

1.7%

JPM JPMORGAN CHASE & CO

COM

$9.8M

33,209

1.7%

PANW PALO ALTO NETWORKS INC

COM

$9.7M

60,794

1.7%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$9.7M

166,037

1.7%

NEE NEXTERA ENERGY INC

COM

$9.5M

102,125

1.7%

TXN TEXAS INSTRS INC

COM

$9.3M

48,115

1.6%

— EXXON MOBIL CORP

COM

$9.1M

53,625

1.6%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$8.8M

123,909

1.5%

REGN REGENERON PHARMACEUTICALS

COM

$8.7M

11,261

1.5%

NFLX NETFLIX INC.

COM

$8.2M

85,057

1.4%

DOW DOW HLDGS INC

COM

$8.0M

191,789

1.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$7.8M

137,494

1.4%

UITB VICTORY PORTFOLIOS II

CORE INTERMEDIAT

$7.7M

164,372

1.4%

CSCO CISCO SYS INC

COM

$7.6M

98,235

1.3%

QCOM QUALCOMM INC

COM

$7.6M

58,974

1.3%

META META PLATFORMS INC

CL A

$7.6M

13,233

1.3%

MCD MCDONALDS CORP

COM

$7.5M

24,068

1.3%

MAA MID-AMER APT CMNTYS INC

COM

$7.4M

60,385

1.3%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$7.3M

155,487

1.3%

TJX TJX COS INC NEW

COM

$7.2M

45,006

1.3%

NKE NIKE INC

CL B

$7.0M

131,738

1.2%

MS MORGAN STANLEY

COM NEW

$6.9M

41,992

1.2%

IEF ISHARES TR

7-10 YR TRSY BD

$6.7M

70,511

1.2%

GE GE AEROSPACE

COM NEW

$6.7M

23,541

1.2%

MSI MOTOROLA SOLUTIONS INC

COM NEW

$6.5M

15,073

1.1%

HD HOME DEPOT INC

COM

$6.5M

19,681

1.1%

HBAN HUNTINGTON BANCSHARES INC

COM

$6.4M

407,441

1.1%

CME CME GROUP INC

COM

$6.4M

21,579

1.1%

KO COCA COLA CO

COM

$6.2M

82,167

1.1%

— EATON CORP PLC

SHS

$6.0M

16,904

1.1%

WMT WALMART INC

COM

$6.0M

47,990

1.0%

UNH UNITEDHEALTH GROUP INC

COM

$6.0M

22,013

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

IVV6.3%AAPL6.3%BBEU4.9%GOOGL4.7%MSFT4.6%AMZN2.9%