小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
GREENUP STREET WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GREENUP STREET WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001909904
持仓数
127
前50大市值合计
$647.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 107 项
建仓 34
增持 27
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
Wavelength Interest Rate Neutral Fund
+$14.1M
1,507,245
增持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$10.5M
296,965
+186%
建仓
—
Thompson Bond Fund
+$10.4M
1,085,859
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
Bluerock Total Inc Real Estate Cl I
+$7.0M
208,666
建仓
CPITX
Counterpoint Tactical Income Cl I
+$6.3M
571,933
增持
IVE
Ishares S&P 500 Value Etf
+$6.0M
120,494
+36%
清仓
JETS
US Global Jets ETF
-$5.9M
0
-100%
减持
IVV
Ishares S&P 500
-$5.8M
63,149
-24%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$5.0M
770,554
+12%
增持
IWP
Ishares Tr Rus MD Cp Gr Etf
+$4.9M
53,293
+1571%
增持
IJH
Ishares S&P Midcap 400 Index Fund
+$4.6M
38,193
+78%
建仓
VFLEX
First Trust Alternative Opportunities I
+$4.5M
169,263
减持
QQQ
Invesco Qqq Tr Unit Ser 1
-$3.5M
81,731
-22%
增持
BLV
Vanguard Long-Term Bond ETF
+$3.2M
74,065
+138%
增持
BRK/B
Berkshire Hathaway Inc Com Usd0.0033 Cla
+$2.7M
10,516
+281%
减持
IVW
iShares S&P 500 Growth
-$2.4M
39,075
-52%
增持
TLT
Ishares Tr 20 Yr Tr Bd Etf
+$2.3M
81,691
+43%
建仓
—
MainStay MacKay Convertible I
+$2.2M
121,780
建仓
CADUX
CION Ares Diversified Credit I
+$2.0M
83,290
建仓
PIPNX
PIMCO Income I-3
+$2.0M
192,907
建仓
IYM
iShares US Basic Materials
+$1.9M
14,579
减持
BSV
Vanguard Short-Term Bond ETF
-$1.9M
63,247
-28%
建仓
BMY
Bristol-Myers Squibb Company
+$1.9M
29,988
建仓
DIA
SPDR Dow Jones Industrial Average ETF
+$1.9M
5,484
建仓
DHR
Danaher Corp
+$1.9M
7,842
清仓
IQV
Iqvia Hldgs Inc Com
-$1.8M
0
-100%
增持
IJR
iShares Core S&P Small-Cap
+$1.7M
24,832
+226%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$1.4M
35,872
-36%
清仓
TSM
Taiwan Semiconductor Manufacturing Spon
-$1.3M
0
-100%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$1.3M
57,225
+21%
减持
SHY
iShares 1-3 Year Treasury Bond
-$1.3M
149,577
-8%
增持
VTV
Vanguard Value ETF
+$1.2M
73,172
+10%
建仓
PM
Philip Morris International Inc
+$1.2M
12,442
建仓
NVS
Novartis Ag Sponsored Adr
+$1.2M
11,790
清仓
ADI
Analog Devices Inc Com Usd0.16 2/3
-$1.1M
0
-100%
清仓
—
Lam Research Corp
-$1.1M
0
-100%
减持
MA
Mastercard Incorporated Cl A
-$1.0M
4,359
-42%
建仓
FXAIX
Fidelity 500 Index Fund
+$1.0M
6,705
增持
AMZN
Amazon.Com Inc
+$972.7K
16,810
+42%
建仓
APD
Air Products & Chemicals Inc
+$966.9K
3,228
增持
META
Meta Platforms Inc Class A
+$941.4K
12,122
+1%
建仓
—
American Century Mid Cap Value Inv
+$909.0K
57,787
减持
SOXX
iShares Semiconductor ETF
+$892.8K
14,718
-0%
建仓
GD
General Dynamics Corp Com Usd1.00
+$805.1K
3,742
建仓
CDHIX
Calvert International Responsible Idx I
+$804.2K
28,885
建仓
AOGIX
American Century One Choice Agrsv Inv
+$800.0K
55,669
减持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
-$721.7K
120,651
-11%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$712.1K
42,480
+1%
减持
FDX
FedEx Corp
-$705.2K
7,821
-32%
清仓
MCD
Mcdonald S Corp
-$674.7K
0
-100%
建仓
—
American Century One Choice Mod Inv
+$617.9K
44,776
清仓
BKLN
Invesco Senior Loan ETF
-$612.7K
0
-100%
增持
VB
Vanguard Small-Cap ETF
+$603.8K
4,357
+214%
清仓
SNY
Sanofi Adr Rep 1 1/2 Ord
-$573.9K
0
-100%
增持
SCHW
Schwab Charles Corp Com
+$533.2K
60,874
+9%
减持
VBR
Vanguard Small-Cap Value ETF
-$531.2K
6,428
-36%
建仓
BNY
Bank Of New York Mellon Corp Com Usd0.01
+$513.0K
11,523
减持
V
Visa Inc
-$506.1K
9,904
-22%
清仓
—
Exxon Mobil Corp
-$505.9K
0
-100%
增持
FLOT
Ishares Tr Fltg Rate Nt Etf
+$484.9K
18,016
+111%
清仓
FISV
Fiserv Inc
-$471.9K
0
-100%
清仓
ADBE
Adobe Systems Inc
-$470.2K
0
-100%
减持
BKNG
Booking Holdings Inc Com
-$456.6K
1,043
-15%
建仓
VLCAX
Vanguard Large Cap Index Admiral
+$434.6K
4,244
建仓
—
American Century Sustainable Equity Inv
+$414.7K
9,342
建仓
PARWX
Parnassus Endeavor Investor
+$414.2K
8,741
减持
KMX
CarMax Inc
+$390.2K
21,814
-2%
清仓
CVS
Cvs Health Corporation Com Usd0.01
-$361.8K
0
-100%
建仓
DFEOX
DFA US Core Equity 1 I
+$334.5K
9,977
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
+$301.5K
75,479
+6%
建仓
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$293.7K
10,753
建仓
FSPSX
Fidelity International Index
+$262.6K
5,688
增持
PH
Parker-Hannifin Corp Com
+$237.9K
4,336
+0%
减持
EFA
Ishares Msci Eafe Etf
-$236.4K
22,599
-14%
增持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
+$228.4K
2,416
+17%
清仓
PDEC
Innovator Etfs Tr S&P 500 Pwr Bu
-$219.9K
0
-100%
清仓
OXY
Occidental Petroleum Corp
-$201.2K
0
-100%
减持
MSFT
Microsoft Corp
-$173.9K
13,404
-18%
建仓
—
Metropolitan West Total Return Bd Plan
+$173.4K
20,404
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$142.7K
56,814
+6%
建仓
—
Touchstone Flexible Income A
+$129.8K
13,167
减持
JPM
Jpmorgan Chase & Co
+$100.6K
7,302
-1%
建仓
—
Franklin CA High Yield Municipal Adv
+$98.6K
10,149
增持
DIS
Disney Walt Co Com
-$90.1K
9,644
+2%
减持
WFC
Wells Fargo Co New Com
+$87.0K
18,709
-2%
减持
SUSA
iShares MSCI USA ESG Select ETF
-$82.8K
6,695
-17%
增持
QCOM
QUALCOMM Inc
-$66.9K
8,226
+0%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$62.3K
20,025
-1%
减持
SUB
Ishares Short-Term National Muni Bond Et
-$61.7K
17,792
-3%
减持
GOOG
Alphabet Inc C
-$51.2K
6,380
-19%
减持
BDX
Becton Dickinson and Co
+$47.9K
3,854
-2%
减持
AAPL
Apple Inc
+$44.2K
3,203
-8%
减持
CMCSA
Comcast Corp
+$43.6K
28,937
-5%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$35.2K
10,858
-6%
减持
PG
Procter & Gamble Co
-$34.3K
1,569
-14%
增持
FANG
Diamondback Energy Inc
-$33.1K
10,041
+0%
减持
NULG
Nuveen ESG Large-Cap Growth ETF
-$32.6K
6,352
-17%
减持
JNJ
Johnson & Johnson
-$32.3K
1,288
-19%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$16.7K
7,756
-7%
增持
EBAY
Ebay Inc. Com
+$12.1K
17,311
+1%
建仓
—
Banyan Gold Corp
+$7.4K
26,708
减持
ACWI
iShares MSCI ACWI
+$5.6K
3,438
-3%
减持
ICSH
Ishares Tr Blackrock Ultra
-$5.5K
143,323
-0%
增持
AGG
Ishares Core US Aggregate Bond Etf
+$5.3K
17,037
+2%
增持
SCHO
Schwab Short-Term US Treasury ETF
-$5.0K
12,303
+1%
建仓
—
Great Basin Gold Ltd
+$0
10,343
建仓
—
J.A.G. Mines Ltd
+$0
415,000