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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 92 项
建仓 10
增持 47
减持 24
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
EPI
WISDOMTREE INDIA EARNINGS FUND
+$10.0M
198,728
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$8.2M
789,670
+10%
增持
IVE
Ishares S&P 500 Value Etf
+$5.3M
106,419
+24%
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
IJH
Ishares S&P Midcap 400 Index Fund
+$4.8M
246,540
+37%
增持
IJS
iShares S&P Small-Cap 600 Value ETF
+$4.6M
44,762
+1744%
增持
EFA
Ishares Msci Eafe Etf
+$3.3M
49,705
+359%
减持
MDY
SPDR S&P MidCap 400 ETF
-$2.9M
557
-91%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$2.8M
180,305
+19%
增持
BRK/B
Berkshire Hathaway Inc B
+$2.6M
11,541
+76%
建仓
ADSK
Autodesk Inc
+$2.6M
9,501
增持
VTV
Vanguard Value ETF
+$2.4M
94,676
+7%
增持
NVDA
Nvidia Corporation Com
+$2.0M
53,374
+49%
建仓
CRM
Salesforce.com Inc
+$2.0M
7,224
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$2.0M
85,907
+13%
增持
AMZN
Amazon.Com Inc
+$1.9M
33,686
+50%
增持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$1.9M
334,335
+10%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$1.7M
39,626
-12%
清仓
CVS
Cvs Health Corporation Com
-$1.6M
0
-100%
减持
ELV
Elevance Health Inc
-$1.5M
6,131
-29%
增持
LMT
Lockheed Martin Corp
+$1.5M
4,223
+103%
增持
IJK
iShares S&P Mid-Cap 400 Growth
+$1.5M
133,671
+9%
建仓
COP
ConocoPhillips
+$1.4M
13,132
清仓
BDX
Becton Dickinson and Co
-$1.3M
0
-100%
清仓
DAL
Delta Air Lines Inc
-$1.3M
0
-100%
减持
ADBE
Adobe Systems Inc
-$1.3M
5,419
-26%
增持
AAPL
Apple Inc
+$1.2M
28,754
+10%
增持
AGG
Ishares Core US Aggregate Bond Etf
+$1.2M
169,436
+3%
增持
BLV
Vanguard Long-Term Bond ETF
+$1.1M
67,586
+18%
增持
MCD
Mcdonald S Corp
+$877.5K
3,896
+221%
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
+$874.8K
65,633
+15%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$871.3K
109,218
-14%
减持
—
Exxon Mobil Corp
-$844.0K
18,209
-30%
增持
XLV
Select Sector Spdr Trust The Health Care Select Se
+$830.1K
53,951
+5%
增持
V
Visa Inc
+$705.8K
10,165
+28%
清仓
CWB
SPDR Blmbg Convert Secs ETF
-$673.7K
0
-100%
清仓
PCY
Invesco Emerging Markets Sov Debt ETF
-$661.6K
0
-100%
建仓
PGX
Invesco Preferred ETF
+$659.1K
53,368
建仓
HYD
Vaneck Vectors Etf Tr High Yld Mun Etf
+$640.0K
12,059
增持
SCHZ
Schwab US Aggregate Bond ETF
+$637.4K
68,448
+19%
减持
QQQ
Invesco Qqq Tr Unit Ser 1
+$616.2K
151,544
-1%
增持
NVS
Novartis Ag Sponsored Adr
+$532.8K
35,979
+6%
减持
CVX
Chevron Corp New Com
-$495.6K
9,217
-22%
增持
TLT
Ishares Tr 20 Yr Tr Bd Etf
+$444.3K
57,538
+2%
增持
SUB
Ishares Short-Term National Muni Bond Et
+$403.1K
26,336
+15%
增持
JNJ
Johnson & Johnson
+$374.8K
19,526
+2%
减持
SCHW
Schwab Charles Corp Com
-$364.8K
40,858
-0%
增持
VB
Vanguard Small-Cap ETF
+$350.5K
8,964
+10%
增持
PANW
Palo Alto Networks Inc
+$342.2K
7,845
+14%
增持
RTX
Raytheon Technologies Corp Com
+$308.8K
9,824
+12%
减持
TSLA
Tesla Motors Inc
+$298.5K
19,039
-20%
减持
—
Medtronic PLC
+$285.1K
27,384
-1%
减持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$275.8K
365,089
-4%
减持
SBUX
Starbucks Corp
-$271.8K
18,819
-30%
建仓
PDEC
Innovator Etfs Tr S&P 500 Pwr Bu
+$267.9K
6,993
清仓
DE
Deere & Co
-$257.8K
0
-100%
增持
ZTS
Zoetis Inc
+$249.4K
8,075
+5%
清仓
DIS
Disney Walt Co Com
-$245.5K
0
-100%
增持
SCHQ
SCHWAB LONG TERM US TREASURY ETF
+$240.7K
32,011
+19%
建仓
WMT
Wal-Mart Stores Inc
+$236.7K
2,930
建仓
KO
Coca-Cola Co
+$234.2K
3,258
清仓
GILD
Gilead Sciences Inc
-$232.0K
0
-100%
清仓
GNTX
Gentex Corp
-$230.5K
0
-100%
建仓
SPYM
SPDR Portfolio S&P 500 ETF
+$200.4K
2,968
增持
GOOG
Alphabet Inc C
+$185.9K
11,773
+21%
增持
MSFT
Microsoft Corp
+$167.6K
11,391
+8%
增持
WELL
Welltower Inc Com
+$159.7K
6,599
+0%
减持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
+$159.3K
8,163
-2%
增持
ICSH
Ishares Tr Blackrock Ultra
+$109.9K
25,824
+9%
增持
META
Meta Platforms Inc Class A
+$101.0K
867
+11%
清仓
—
GCDP II REIT FEEDER LLC
-$100.0K
0
-100%
减持
PH
Parker-Hannifin Corp Com
+$97.3K
784
-0%
减持
IVV
Ishares S&P 500
-$97.2K
55,514
-5%
减持
IVW
iShares S&P 500 Growth
-$80.0K
50,601
-5%
增持
FLOT
Ishares Tr Fltg Rate Nt Etf
+$79.8K
17,912
+10%
减持
CMCSA
Comcast Corp
-$75.3K
92,837
-8%
增持
CAT
Caterpillar Inc
+$70.0K
1,096
+2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$66.5K
9,285
+14%
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$44.6K
16,191
+1%
减持
VBR
Vanguard Small-Cap Value ETF
-$43.9K
10,654
-11%
减持
MUB
Ishares National Muni Bond Etf
-$41.1K
12,105
-5%
减持
IWD
iShares Russell 1000 Value ETF
+$40.8K
3,459
-2%
增持
ABBV
Abbvie Inc Com Usd0.01
+$39.9K
1,450
+1%
减持
SUSA
iShares MSCI USA ESG Select ETF
+$39.9K
5,672
-1%
增持
FANG
Diamondback Energy Inc
-$38.5K
1,817
+3%
增持
TRV
The Travelers Companies Inc
+$35.6K
1,033
+2%
增持
PG
Procter & Gamble Co
+$28.4K
1,689
+5%
减持
BKNG
Booking Holdings Inc Com
+$16.7K
79
-1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$16.4K
4,444
+1%
增持
HON
Honeywell International Inc
-$16.0K
3,026
+1%
减持
ISRG
Intuitive Surgical Inc
-$14.8K
547
-14%
增持
SPH
Suburban Propane Partners LP
+$8.3K
22,425
+8%
清仓
—
Banyan Gold Corp
-$4.5K
0
-100%
