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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 96 项
建仓 20
增持 31
减持 25
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
Invesco Qqq Tr Unit Ser 1
+$45.9M
112,002
清仓
QQQ
Invesco Qqq Tr Unit Ser 1
-$35.0M
0
-100%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$10.7M
552,673
-30%
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
IJK
iShares S&P Mid-Cap 400 Growth
+$9.6M
121,359
增持
IVE
Ishares S&P 500 Value Etf
+$9.5M
165,519
+32%
增持
IVV
Ishares S&P 500
+$9.2M
69,915
+24%
清仓
IWP
Ishares Tr Rus MD Cp Gr Etf
-$6.0M
0
-100%
增持
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
+$4.4M
95,459
+1998%
增持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$4.0M
399,671
+14%
增持
AAPL
Apple Inc
+$3.9M
23,395
+532%
减持
BSV
Vanguard Short-Term Bond ETF
-$3.8M
5,796
-90%
增持
VTV
Vanguard Value ETF
+$3.4M
105,695
+18%
增持
IVW
iShares S&P 500 Growth
+$3.0M
51,215
+336%
增持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
+$3.0M
7,964
+346%
建仓
DE
Deere & Co
+$2.9M
7,196
建仓
CSX
CSX Corp
+$2.8M
81,178
增持
META
Meta Platforms Inc Class A
+$2.8M
8,478
+1071%
清仓
DHR
Danaher Corp
-$2.7M
0
-100%
增持
AMZN
Amazon.Com Inc
+$2.6M
20,304
+388%
减持
BRK/B
Berkshire Hathaway Inc Com Usd0.0033 Cla
-$2.1M
6,090
-50%
清仓
FDX
FedEx Corp
-$2.1M
0
-100%
建仓
OMC
Omnicom Group Inc
+$2.0M
23,176
建仓
ADI
Analog Devices Inc Com Usd0.16 2/3
+$2.0M
10,088
增持
TLT
Ishares Tr 20 Yr Tr Bd Etf
+$1.9M
130,441
+5%
清仓
MA
Mastercard Incorporated Cl A
-$1.9M
0
-100%
增持
MSFT
Microsoft Corp
+$1.9M
12,258
+43%
清仓
PM
Philip Morris International Inc
-$1.8M
0
-100%
建仓
—
Unilever Plc Spon Adr New
+$1.8M
37,284
增持
SOXX
iShares Semiconductor ETF
+$1.8M
15,223
+3%
清仓
HON
Honeywell International Inc
-$1.6M
0
-100%
减持
FANG
Diamondback Energy Inc
-$1.6M
7,320
-58%
清仓
CMCSA
Comcast Corp
-$1.5M
0
-100%
清仓
ELV
Anthem Inc
-$1.4M
0
-100%
增持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$1.4M
271,324
+9%
清仓
JPM
Jpmorgan Chase & Co
-$1.4M
0
-100%
增持
TSLA
Tesla Motors Inc
+$1.2M
6,417
+338%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$1.2M
72,422
+4%
减持
BLV
Vanguard Long-Term Bond ETF
-$1.2M
70,931
-27%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$1.2M
50,730
+13%
增持
BKNG
Booking Holdings Inc Com
+$1.2M
1,316
+16%
建仓
BAC
Bk Of America Corp Com
+$1.1M
32,661
建仓
MUB
Ishares National Muni Bond Etf
+$1.1M
10,035
清仓
APD
Air Products & Chemicals Inc
-$1.1M
0
-100%
清仓
QCOM
QUALCOMM Inc
-$1.0M
0
-100%
清仓
GD
General Dynamics Corp Com Usd1.00
-$991.5K
0
-100%
建仓
LMT
Lockheed Martin Corp
+$973.8K
2,148
清仓
EBAY
Ebay Inc. Com
-$948.1K
0
-100%
清仓
DIS
Disney Walt Co Com
-$914.5K
0
-100%
减持
SCHW
Schwab Charles Corp Com
+$897.3K
68,544
-1%
建仓
CVS
Cvs Health Corporation Com Usd0.01
+$862.5K
10,924
建仓
IWD
iShares Russell 1000 Value ETF
+$834.5K
5,050
清仓
BNY
Bank Of New York Mellon Corp Com Usd0.01
-$671.6K
0
-100%
清仓
—
Exxon Mobil Corp
-$667.8K
0
-100%
减持
EFA
Ishares Msci Eafe Etf
-$658.6K
11,056
-49%
建仓
IJT
iShares S&P Small-Cap 600 Growth ETF
+$636.1K
5,083
建仓
SCHZ
Schwab US Aggregate Bond ETF
+$612.4K
13,136
减持
SHY
iShares 1-3 Year Treasury Bond
-$561.0K
88,235
-8%
增持
BDX
Becton Dickinson and Co
+$519.3K
6,624
+56%
清仓
NULG
Nuveen ESG Large-Cap Growth ETF
-$477.3K
0
-100%
减持
ICSH
Ishares Tr Blackrock Ultra
-$439.2K
34,351
-20%
增持
SUB
Ishares Short-Term National Muni Bond Et
+$437.4K
21,557
+21%
增持
IJR
iShares Core S&P Small-Cap
+$399.9K
27,923
+0%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$398.4K
29,683
+2%
增持
VBR
Vanguard Small-Cap Value ETF
+$390.3K
7,265
+26%
增持
VB
Vanguard Small-Cap ETF
+$389.0K
6,914
+20%
减持
SPYM
SPDR Portfolio S&P 500 ETF
-$370.6K
3,824
-67%
增持
CVX
Chevron Corp New Com
+$360.8K
8,956
+55%
清仓
QUAL
iShares MSCI USA Quality Factor ETF
-$350.6K
0
-100%
建仓
SCHR
Schwab Intermediate-Term US Trs ETF
+$330.1K
6,640
减持
IQV
Iqvia Hldgs Inc Com
+$325.9K
11,132
-3%
增持
GOOG
Alphabet Inc C
+$325.4K
8,278
+30%
建仓
PSX
Phillips 66
+$295.4K
2,219
减持
TSM
Taiwan Semiconductor Manufacturing Spon
+$273.9K
16,757
-1%
减持
IJH
Ishares S&P Midcap 400 Index Fund
+$265.1K
13,999
-3%
建仓
ABBV
Abbvie Inc Com Usd0.01
+$230.9K
1,490
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$229.2K
17,215
-17%
建仓
VO
Vanguard Mid-Cap ETF
+$228.7K
983
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$227.9K
4,507
-50%
建仓
NVS
Novartis Ag Sponsored Adr
+$225.2K
2,230
减持
V
Visa Inc
-$224.2K
9,106
-19%
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
+$213.0K
38,653
+3%
清仓
AVUS
AVANTIS US EQUITY ETF
-$201.9K
0
-100%
建仓
GILD
Gilead Sciences Inc
+$200.7K
2,477
减持
AGG
Ishares Core US Aggregate Bond Etf
-$176.3K
13,977
-16%
减持
BIV
Vanguard Intermediate-Term Bond ETF
+$171.4K
56,390
-1%
增持
SUSA
iShares MSCI USA ESG Select ETF
+$147.7K
6,842
+14%
减持
CRM
Salesforce.com Inc
+$140.0K
2,976
-6%
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$136.4K
16,071
+42%
增持
SCHQ
SCHWAB LONG TERM US TREASURY ETF
+$132.6K
25,138
+6%
增持
VALE
Vale SA
+$118.2K
16,013
+58%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$89.0K
5,389
-32%
减持
PH
Parker-Hannifin Corp Com
+$38.6K
777
-5%
减持
GNTX
Gentex Corp
-$30.9K
6,957
-12%
减持
PG
Procter & Gamble Co
-$23.1K
1,715
-9%
减持
FLOT
Ishares Tr Fltg Rate Nt Etf
-$21.3K
16,047
-2%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
+$13.3K
6,169
-2%
