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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 107 项
建仓 17
增持 40
减持 21
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
—
Wavelength Interest Rate Neutral Fund
-$14.1M
0
-100%
清仓
—
Thompson Bond Fund
-$10.4M
0
-100%
清仓
—
Bluerock Total Inc Real Estate Cl I
-$7.0M
0
-100%
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。
减持
IJH
Ishares S&P Midcap 400 Index Fund
-$6.4M
14,496
-62%
清仓
CPITX
Counterpoint Tactical Income Cl I
-$6.3M
0
-100%
增持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$6.1M
248,563
+106%
减持
ICSH
Ishares Tr Blackrock Ultra
-$5.0M
43,055
-70%
增持
QQQ
Invesco Qqq Tr Unit Ser 1
+$4.8M
97,731
+20%
清仓
VFLEX
First Trust Alternative Opportunities I
-$4.5M
0
-100%
减持
SHY
iShares 1-3 Year Treasury Bond
-$4.3M
96,329
-36%
减持
IVV
Ishares S&P 500
-$3.9M
56,394
-11%
减持
META
Meta Platforms Inc Class A
-$3.3M
724
-94%
减持
HYG
Ishares Tr Iboxx Hi Yd Etf
-$2.9M
37,688
-50%
增持
TLT
Ishares Tr 20 Yr Tr Bd Etf
+$2.6M
123,644
+51%
增持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$2.5M
350,354
+18%
建仓
IQV
Iqvia Hldgs Inc Com
+$2.2M
11,435
清仓
—
MainStay MacKay Convertible I
-$2.2M
0
-100%
清仓
CADUX
CION Ares Diversified Credit I
-$2.0M
0
-100%
清仓
PIPNX
PIMCO Income I-3
-$2.0M
0
-100%
增持
VTV
Vanguard Value ETF
+$2.0M
89,711
+23%
减持
IVW
iShares S&P 500 Growth
-$2.0M
11,745
-70%
清仓
IYM
iShares US Basic Materials
-$1.9M
0
-100%
清仓
BMY
Bristol-Myers Squibb Company
-$1.9M
0
-100%
清仓
DIA
SPDR Dow Jones Industrial Average ETF
-$1.9M
0
-100%
减持
MSFT
Microsoft Corp
-$1.9M
8,577
-36%
清仓
KMX
CarMax Inc
-$1.8M
0
-100%
减持
AMZN
Amazon.Com Inc
-$1.7M
4,163
-75%
建仓
HON
Honeywell International Inc
+$1.6M
8,911
建仓
TSM
Taiwan Semiconductor Manufacturing Spon
+$1.5M
16,903
建仓
ELV
Anthem Inc
+$1.4M
3,319
减持
PH
Parker-Hannifin Corp Com
-$1.4M
820
-81%
增持
FANG
Diamondback Energy Inc
+$1.4M
17,368
+73%
清仓
NVS
Novartis Ag Sponsored Adr
-$1.2M
0
-100%
清仓
FXAIX
Fidelity 500 Index Fund
-$1.0M
0
-100%
建仓
CVX
Chevron Corp New Com
+$975.1K
5,783
增持
BLV
Vanguard Long-Term Bond ETF
+$947.8K
96,880
+31%
清仓
—
American Century Mid Cap Value Inv
-$909.0K
0
-100%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$903.3K
69,690
+22%
增持
IWP
Ishares Tr Rus MD Cp Gr Etf
+$872.8K
65,928
+24%
增持
DHR
Danaher Corp
+$844.0K
10,988
+40%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$811.8K
45,061
+6%
清仓
CDHIX
Calvert International Responsible Idx I
-$804.2K
0
-100%
清仓
AOGIX
American Century One Choice Agrsv Inv
-$800.0K
0
-100%
清仓
WFC
Wells Fargo Co New Com
-$798.5K
0
-100%
建仓
SCHQ
SCHWAB LONG TERM US TREASURY ETF
+$749.2K
23,649
增持
BRK/B
Berkshire Hathaway Inc Com Usd0.0033 Cla
+$691.2K
12,210
+16%
增持
BKNG
Booking Holdings Inc Com
+$675.2K
1,132
+9%
建仓
—
Exxon Mobil Corp
+$667.8K
5,679
建仓
CRM
Salesforce.com Inc
+$643.0K
3,171
增持
PM
Philip Morris International Inc
+$622.9K
19,847
+60%
清仓
—
American Century One Choice Mod Inv
-$617.9K
0
-100%
清仓
SCHO
Schwab Short-Term US Treasury ETF
-$591.3K
0
-100%
建仓
SPYM
SPDR Portfolio SP 500 ETF
+$584.3K
11,626
减持
BSV
Vanguard Short-Term Bond ETF
-$542.2K
56,371
-11%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$517.0K
29,084
-19%
减持
SOXX
iShares Semiconductor ETF
-$497.3K
14,712
-0%
清仓
VLCAX
Vanguard Large Cap Index Admiral
-$434.6K
0
-100%
清仓
—
American Century Sustainable Equity Inv
-$414.7K
0
-100%
清仓
PARWX
Parnassus Endeavor Investor
-$414.2K
0
-100%
建仓
MCD
Mcdonald S Corp
+$370.4K
1,406
增持
SCHW
Schwab Charles Corp Com
+$368.2K
69,553
+14%
建仓
TSLA
Tesla Motors Inc
+$366.8K
1,466
建仓
QUAL
iShares MSCI USA Quality Factor ETF
+$350.6K
2,660
建仓
CAT
Caterpillar Inc
+$338.0K
1,238
清仓
DFEOX
DFA US Core Equity 1 I
-$334.5K
0
-100%
增持
CMCSA
Comcast Corp
+$311.0K
34,130
+18%
减持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
-$308.3K
1,784
-26%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$301.7K
6,272
增持
JPM
Jpmorgan Chase & Co
+$288.1K
9,310
+27%
清仓
FSPSX
Fidelity International Index
-$262.6K
0
-100%
增持
V
Visa Inc
+$243.1K
11,282
+14%
增持
VB
Vanguard Small-Cap ETF
+$219.4K
5,744
+32%
清仓
—
Pioneer Natural Resources Co
-$215.7K
0
-100%
建仓
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
+$213.7K
4,550
增持
MA
Mastercard Incorporated Cl A
+$212.4K
4,867
+12%
建仓
AVUS
AVANTIS US EQUITY ETF
+$201.9K
2,756
增持
GD
General Dynamics Corp Com Usd1.00
+$186.4K
4,487
+20%
增持
EBAY
Ebay Inc. Com
+$174.5K
21,504
+24%
清仓
—
Metropolitan West Total Return Bd Plan
-$173.4K
0
-100%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$164.5K
791,829
+3%
增持
BNY
Bank Of New York Mellon Corp Com Usd0.01
+$158.6K
15,747
+37%
增持
IJR
iShares Core S&P Small-Cap
+$148.4K
27,805
+12%
减持
EFA
Ishares Msci Eafe Etf
-$146.7K
21,644
-4%
减持
VBR
Vanguard Small-Cap Value ETF
-$146.1K
5,750
-11%
增持
FDX
FedEx Corp
+$141.4K
7,852
+0%
增持
BIV
Vanguard Intermediate-Term Bond ETF
-$138.5K
57,193
+1%
建仓
VALE
Vale SA
+$135.8K
10,135
清仓
—
Touchstone Flexible Income A
-$129.8K
0
-100%
增持
IVE
Ishares S&P 500 Value Etf
-$109.2K
125,541
+4%
增持
APD
Air Products & Chemicals Inc
+$108.5K
3,795
+18%
减持
AGG
Ishares Core US Aggregate Bond Etf
-$105.3K
16,626
-2%
清仓
—
Franklin CA High Yield Municipal Adv
-$98.6K
0
-100%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$94.8K
8,975
-17%
减持
SUSA
iShares MSCI USA ESG Select ETF
-$86.9K
6,002
-10%
增持
NULG
Nuveen ESG Large-Cap Growth ETF
+$82.1K
7,959
+25%
减持
FLOT
Ishares Tr Fltg Rate Nt Etf
-$81.9K
16,381
-9%
增持
BDX
Becton Dickinson and Co
+$78.4K
4,238
+10%
增持
DIS
Disney Walt Co Com
+$53.5K
11,284
+17%
增持
QCOM
QUALCOMM Inc
+$46.2K
9,233
+12%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
-$45.8K
20,620
+3%
增持
PG
Procter & Gamble Co
+$36.3K
1,881
+20%
减持
ACWI
iShares MSCI ACWI
-$32.8K
3,216
-6%
增持
SUB
Ishares Short-Term National Muni Bond Et
-$15.7K
17,843
+0%
增持
AAPL
Apple Inc
+$12.7K
3,703
+16%
增持
JNJ
Johnson & Johnson
+$11.6K
1,443
+12%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$11.0K
7,941
+2%
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$3.1K
11,317
+5%
