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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 93 项
建仓 17
增持 37
减持 28
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
Invesco Qqq Tr Unit Ser 1
+$73.3M
153,092
清仓
—
Invesco Qqq Tr Unit Ser 1
-$64.0M
0
-100%
增持
AGG
Ishares Core US Aggregate Bond Etf
+$14.6M
164,857
+1053%
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。
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$7.5M
719,203
+23%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$6.7M
151,619
+144%
清仓
SHY
iShares 1-3 Year Treasury Bond
-$6.5M
0
-100%
减持
TLT
Ishares Tr 20 Yr Tr Bd Etf
-$5.9M
56,660
-52%
减持
IVE
Ishares S&P 500 Value Etf
-$5.6M
86,081
-24%
减持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
-$5.3M
381,550
-23%
清仓
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
-$5.0M
0
-100%
减持
DIS
Disney Walt Co Com
-$4.9M
2,473
-94%
增持
IJH
Ishares S&P Midcap 400 Index Fund
+$4.8M
179,801
+92%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$4.4M
126,514
+71%
清仓
DIA
SPDR Dow Jones Industrial Average ETF
-$4.3M
0
-100%
建仓
ADBE
Adobe Systems Inc
+$4.1M
7,372
增持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
+$4.1M
8,313
+714%
清仓
ADP
Automatic Data Processing Inc
-$3.6M
0
-100%
建仓
NVS
Novartis Ag Sponsored Adr
+$3.6M
33,868
增持
TSLA
Tesla Motors Inc
+$3.5M
23,665
+252%
建仓
MDY
SPDR S&P MidCap 400 ETF
+$3.2M
5,978
增持
AAPL
Apple Inc
+$3.1M
26,061
+90%
清仓
IJR
iShares Core S&P Small-Cap
-$2.7M
0
-100%
增持
CWB
SPDR Blmbg Convert Secs ETF
-$2.6M
9,348
+14%
增持
JNJ
Johnson & Johnson
+$2.6M
19,086
+1204%
清仓
TSM
Taiwan Semiconductor Manufacturing Spon
-$2.5M
0
-100%
减持
BKNG
Booking Holdings Inc Com
-$2.5M
80
-90%
建仓
PANW
Palo Alto Networks Inc
+$2.3M
6,900
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$2.3M
45,233
+15%
清仓
PM
Philip Morris International Inc
-$1.9M
0
-100%
减持
BRK/B
Berkshire Hathaway Inc B
-$1.8M
6,552
-64%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$1.8M
57,378
+219%
减持
BLV
Vanguard Long-Term Bond ETF
-$1.8M
57,256
-29%
增持
NVDA
Nvidia Corporation Com
+$1.7M
35,882
+1094%
减持
DE
Deere & Co
-$1.6M
690
-85%
减持
XLV
Select Sector Spdr Trust The Health Care Select Se
-$1.6M
51,317
-16%
增持
IJK
iShares S&P Mid-Cap 400 Growth
+$1.4M
122,952
+19%
增持
—
Exxon Mobil Corp
+$1.3M
25,873
+82%
建仓
ZTS
Zoetis Inc
+$1.3M
7,662
建仓
DAL
Delta Air Lines Inc
+$1.3M
27,407
增持
CMCSA
Comcast Corp
+$1.3M
100,948
+64%
增持
VBR
Vanguard Small-Cap Value ETF
+$1.3M
11,960
+154%
减持
SCHW
Schwab Charles Corp Com
-$894.3K
40,885
-24%
减持
CVS
Cvs Health Corporation Com
-$893.9K
27,542
-13%
建仓
RTX
Raytheon Technologies Corp Com
+$881.5K
8,780
减持
VTV
Vanguard Value ETF
-$807.7K
88,085
-4%
清仓
LQD
Ishares Iboxx $ Investment Grade Corpora
-$664.9K
0
-100%
建仓
PCY
Invesco Emerging Markets Sov Debt ETF
+$661.6K
33,078
建仓
HON
Honeywell International Inc
+$641.7K
3,005
减持
IVV
Ishares S&P 500
-$558.5K
58,694
-6%
减持
BDX
Becton Dickinson and Co
-$542.7K
5,578
-25%
减持
V
Visa Inc
-$529.9K
7,959
-15%
减持
LMT
Lockheed Martin Corp
-$514.7K
2,085
-36%
增持
GOOG
Alphabet Inc C
+$490.3K
9,718
+15%
增持
AMZN
Amazon.Com Inc
+$455.1K
22,470
+4%
建仓
SPH
Suburban Propane Partners LP
+$394.0K
20,750
减持
IVW
iShares S&P 500 Growth
+$382.7K
53,221
-1%
增持
VB
Vanguard Small-Cap ETF
+$379.7K
8,144
+33%
增持
ELV
Elevance Health Inc
+$368.1K
8,694
+4%
增持
CVX
Chevron Corp New Com
+$351.7K
11,847
+24%
减持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
-$330.7K
303,956
-2%
减持
MSFT
Microsoft Corp
-$303.5K
10,592
-12%
清仓
VTI
Vanguard Total Stock Market ETF
-$297.1K
0
-100%
建仓
ISRG
Intuitive Surgical Inc
+$283.8K
638
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
+$281.2K
56,981
+8%
减持
SCHQ
SCHWAB LONG TERM US TREASURY ETF
-$265.7K
26,801
-21%
建仓
IJS
iShares S&P Small-Cap 600 Value ETF
+$236.1K
2,427
建仓
GILD
Gilead Sciences Inc
+$232.0K
3,381
建仓
TRV
The Travelers Companies Inc
+$206.4K
1,015
清仓
VALE
Vale SA
-$205.6K
0
-100%
增持
SBUX
Starbucks Corp
-$163.7K
27,058
+9%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$148.9K
76,347
+2%
增持
ICSH
Ishares Tr Blackrock Ultra
+$100.8K
23,757
+9%
减持
MUB
Ishares National Muni Bond Etf
-$100.4K
12,727
-6%
建仓
—
GCDP II REIT FEEDER LLC
+$100.0K
100,000
增持
FLOT
Ishares Tr Fltg Rate Nt Etf
+$92.9K
16,333
+12%
减持
IWD
iShares Russell 1000 Value ETF
-$92.0K
3,529
-11%
减持
NUEM
Nuveen ESG Emerging Markets Equity ETF
-$77.0K
15,962
-18%
增持
WELL
Welltower Inc Com
+$71.3K
6,573
+0%
增持
META
Meta Platforms Inc Class A
+$51.5K
784
+11%
增持
PH
Parker-Hannifin Corp Com
-$38.8K
787
+0%
减持
MCD
Mcdonald S Corp
-$38.4K
1,212
-2%
减持
GNTX
Gentex Corp
-$20.7K
6,839
-2%
增持
SUB
Ishares Short-Term National Muni Bond Et
+$20.7K
22,894
+1%
增持
OMC
Omnicom Group Inc
-$19.2K
2,781
+0%
增持
ABBV
Abbvie Inc Com
-$13.7K
1,437
+1%
增持
—
Medtronic PLC
+$12.1K
27,700
+11%
减持
PG
Procter & Gamble Co
-$10.1K
1,602
-5%
增持
CAT
Caterpillar Inc
-$7.3K
1,078
+8%
建仓
—
Banyan Gold Corp
+$4.5K
26,708
增持
FANG
Diamondback Energy Inc
+$3.9K
1,757
+0%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$1.2K
4,416
+1%
减持
SUSA
iShares MSCI USA ESG Select ETF
+$76
5,721
-3%
减持
BSV
Vanguard Short-Term Bond ETF
+$0
3,329
-0%
