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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 95 项
建仓 14
增持 32
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
—
Invesco Qqq Tr Unit Ser 1
+$18.2M
144,234
+29%
建仓
XLV
Select Sector Spdr Trust The Health Care Select Se
+$9.0M
61,256
清仓
SOXX
iShares Semiconductor ETF
-$8.8M
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
IVE
Ishares S&P 500 Value Etf
-$7.5M
113,848
-31%
增持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$6.0M
493,134
+23%
建仓
DIS
Disney Walt Co Com
+$5.2M
42,369
建仓
ELV
Elevance Health Inc
+$4.3M
8,375
建仓
DIA
SPDR Dow Jones Industrial Average ETF
+$4.3M
8,245
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$4.3M
74,063
+150%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$3.9M
584,381
+6%
建仓
ADP
Automatic Data Processing Inc
+$3.6M
14,579
减持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
-$3.4M
1,021
-87%
建仓
CWB
SPDR Blmbg Convert Secs ETF
+$3.3M
8,219
清仓
CSX
CSX Corp
-$2.8M
0
-100%
建仓
NVDA
Nvidia Corporation Com
+$2.7M
3,005
建仓
CMCSA
Comcast Corp
+$2.7M
61,488
减持
META
Meta Platforms Inc Class A
-$2.7M
708
-92%
清仓
IQV
Iqvia Hldgs Inc Com
-$2.6M
0
-100%
增持
BRK/B
Berkshire Hathaway Inc Com Usd0.0033 Cla
+$2.3M
18,351
+201%
建仓
SBUX
Starbucks Corp
+$2.3M
24,839
建仓
—
Medtronic PLC
+$2.2M
24,878
减持
AAPL
Apple Inc
-$2.2M
13,699
-41%
清仓
ADI
Analog Devices Inc Com Usd0.16 2/3
-$2.0M
0
-100%
增持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$2.0M
310,859
+15%
建仓
PM
Philip Morris International Inc
+$1.9M
20,850
减持
BKNG
Booking Holdings Inc Com
-$1.9M
763
-42%
减持
TLT
Ishares Tr 20 Yr Tr Bd Etf
-$1.8M
117,041
-10%
增持
IJH
Ishares S&P Midcap 400 Index Fund
+$1.8M
93,669
+569%
清仓
—
Unilever Plc Spon Adr New
-$1.8M
0
-100%
减持
OMC
Omnicom Group Inc
-$1.7M
2,777
-88%
清仓
IEF
iShares 7-10 Year Treasury Bond ETF
-$1.7M
0
-100%
增持
CVS
Cvs Health Corporation Com Usd0.01
+$1.7M
31,601
+189%
建仓
—
Exxon Mobil Corp
+$1.6M
14,180
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$1.2M
39,173
-23%
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
+$1.1M
52,930
+37%
清仓
BAC
Bk Of America Corp Com
-$1.1M
0
-100%
减持
DE
Deere & Co
-$995.9K
4,581
-36%
减持
VTV
Vanguard Value ETF
-$863.8K
91,720
-13%
减持
SCHW
Schwab Charles Corp Com
-$808.6K
54,011
-21%
增持
AMZN
Amazon.Com Inc
+$802.5K
21,551
+6%
减持
FANG
Diamondback Energy Inc
-$787.4K
1,755
-76%
清仓
CRM
Salesforce.com Inc
-$783.0K
0
-100%
增持
TSM
Taiwan Semiconductor Manufacturing Spon
+$731.1K
18,183
+9%
减持
IVV
Ishares S&P 500
-$715.7K
62,156
-11%
减持
SHY
iShares 1-3 Year Treasury Bond
-$701.4K
79,938
-9%
增持
IVW
iShares S&P 500 Growth
+$696.1K
53,794
+5%
建仓
LQD
Ishares Iboxx $ Investment Grade Corpora
+$664.9K
6,104
清仓
IJT
iShares S&P Small-Cap 600 Growth ETF
-$636.1K
0
-100%
减持
ICSH
Ishares Tr Blackrock Ultra
-$630.2K
21,750
-37%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$552.3K
74,488
+3%
增持
BLV
Vanguard Long-Term Bond ETF
+$515.6K
80,266
+13%
增持
LMT
Lockheed Martin Corp
+$515.1K
3,273
+52%
减持
MSFT
Microsoft Corp
+$428.5K
11,974
-2%
增持
TSLA
Tesla Motors Inc
-$411.2K
6,731
+5%
减持
VBR
Vanguard Small-Cap Value ETF
-$404.3K
4,706
-35%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$387.5K
62,262
+10%
增持
MUB
Ishares National Muni Bond Etf
+$368.6K
13,536
+35%
减持
IJR
iShares Core S&P Small-Cap
-$348.5K
24,197
-13%
增持
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
+$348.0K
102,758
+8%
清仓
SCHR
Schwab Intermediate-Term US Trs ETF
-$330.1K
0
-100%
建仓
VTI
Vanguard Total Stock Market ETF
+$297.1K
1,143
清仓
PSX
Phillips 66
-$295.4K
0
-100%
增持
SCHQ
SCHWAB LONG TERM US TREASURY ETF
+$263.2K
33,947
+35%
增持
V
Visa Inc
+$248.3K
9,384
+3%
增持
BDX
Becton Dickinson and Co
+$231.4K
7,461
+13%
清仓
VO
Vanguard Mid-Cap ETF
-$228.7K
0
-100%
清仓
TFLO
iShares Treasury Floating Rate Bond ETF
-$227.5K
0
-100%
清仓
NVS
Novartis Ag Sponsored Adr
-$225.2K
0
-100%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$216.0K
18,009
+37%
清仓
SPYM
SPDR Portfolio S&P 500 ETF
-$213.8K
0
-100%
清仓
GILD
Gilead Sciences Inc
-$200.7K
0
-100%
减持
BSV
Vanguard Short-Term Bond ETF
-$191.1K
3,330
-43%
减持
IJK
iShares S&P Mid-Cap 400 Growth
-$189.0K
103,287
-15%
增持
CVX
Chevron Corp New Com
+$165.6K
9,518
+6%
减持
IWD
iShares Russell 1000 Value ETF
-$126.8K
3,951
-22%
增持
GOOG
Alphabet Inc C
+$125.6K
8,486
+3%
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$101.5K
19,441
+21%
增持
SUB
Ishares Short-Term National Muni Bond Et
+$100.1K
22,657
+5%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$97.3K
8,146
+32%
增持
PH
Parker-Hannifin Corp Com
+$78.9K
786
+1%
减持
VB
Vanguard Small-Cap ETF
-$78.8K
6,107
-12%
减持
FLOT
Ishares Tr Fltg Rate Nt Etf
-$70.8K
14,523
-9%
减持
MCD
Mcdonald S Corp
-$69.5K
1,231
-12%
增持
VALE
Vale SA
-$48.3K
16,869
+5%
减持
SUSA
iShares MSCI USA ESG Select ETF
-$44.9K
5,888
-14%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$38.7K
4,374
-19%
减持
EFA
Ishares Msci Eafe Etf
+$30.9K
10,818
-2%
减持
ABBV
Abbvie Inc Com Usd0.01
+$29.3K
1,429
-4%
减持
PG
Procter & Gamble Co
+$23.0K
1,690
-1%
增持
AGG
Ishares Core US Aggregate Bond Etf
+$13.1K
14,297
+2%
清仓
—
Banyan Gold Corp
-$7.4K
0
-100%
增持
JNJ
Johnson & Johnson
+$5.5K
1,464
+1%
减持
CAT
Caterpillar Inc
+$391
1,000
-19%
清仓
—
Great Basin Gold Ltd
+$0
0
-100%
清仓
—
J.A.G. Mines Ltd
+$0
0
-100%
