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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 100 项
建仓 21
增持 43
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
QQQ
Invesco Qqq Tr Unit Ser 1
-$16.5M
112,415
-26%
增持
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$14.5M
631,455
+89%
增持
IVV
Ishares S&P 500
+$10.4M
72,106
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。
+30%
减持
AGG
Ishares Core US Aggregate Bond Etf
-$9.5M
79,260
-53%
增持
IVE
Ishares S&P 500 Value Etf
+$9.4M
159,105
+50%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$6.5M
757,118
-4%
增持
TLT
Ishares Tr 20 Yr Tr Bd Etf
+$6.5M
138,681
+141%
建仓
TSM
Taiwan Semiconductor Manufacturing Spon
+$5.7M
28,654
增持
TSLA
Tesla Motors Inc
+$5.2M
25,165
+32%
建仓
TYL
Tyler Technologies Inc
+$5.1M
8,931
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$4.8M
124,951
-31%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$4.6M
1,986
-96%
减持
XLV
Select Sector Spdr Trust The Health Care Select Se
-$4.5M
27,526
-49%
清仓
NVS
Novartis Ag Sponsored Adr
-$4.1M
0
-100%
增持
VTV
Vanguard Value ETF
+$4.1M
121,639
+28%
建仓
IJR
iShares Core S&P Small-Cap
+$3.8M
32,661
建仓
DIA
SPDR Dow Jones Industrial Average ETF
+$3.7M
8,699
建仓
IYR
iShares US Real Estate
+$3.5M
37,427
减持
EFA
Ishares Msci Eafe Etf
-$3.4M
10,440
-79%
清仓
ELV
Elevance Health Inc
-$3.2M
0
-100%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$2.9M
108,526
+26%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$2.9M
78,298
-28%
减持
JNJ
Johnson & Johnson
-$2.8M
2,700
-86%
减持
IJK
iShares S&P Mid-Cap 400 Growth
-$2.8M
104,831
-22%
清仓
PANW
Palo Alto Networks Inc
-$2.7M
0
-100%
清仓
ADSK
Autodesk Inc
-$2.6M
0
-100%
减持
AMZN
Amazon.Com Inc
-$2.6M
16,912
-50%
增持
BLV
Vanguard Long-Term Bond ETF
+$2.5M
111,495
+65%
清仓
LMT
Lockheed Martin Corp
-$2.5M
0
-100%
建仓
EXC
Exelon Corp
+$2.3M
60,408
建仓
QCOM
QUALCOMM Inc
+$2.3M
14,684
增持
IJH
Ishares S&P Midcap 400 Index Fund
+$2.2M
281,353
+14%
增持
PH
Parker-Hannifin Corp Com
+$2.1M
4,083
+421%
减持
CMCSA
Comcast Corp
-$2.1M
47,324
-49%
建仓
IJT
iShares S&P Small-Cap 600 Growth ETF
+$2.1M
15,409
建仓
PEP
Pepsico Inc
+$2.0M
12,914
建仓
KMX
CarMax Inc
+$1.9M
23,366
清仓
SBUX
Starbucks Corp
-$1.8M
0
-100%
减持
CRM
Salesforce.com Inc
-$1.7M
703
-90%
增持
MSFT
Microsoft Corp
+$1.7M
15,617
+37%
建仓
DIS
Disney Walt Co Com
+$1.7M
14,832
建仓
BSX
Boston Scientific Corp
+$1.6M
18,290
增持
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$1.5M
427,479
+17%
建仓
WFC
Wells Fargo Co New Com
+$1.5M
21,517
减持
BRK/B
Berkshire Hathaway Inc B
-$1.5M
8,466
-27%
清仓
RTX
Raytheon Technologies Corp Com
-$1.2M
0
-100%
清仓
SCHQ
SCHWAB LONG TERM US TREASURY ETF
-$1.1M
0
-100%
增持
NVDA
Nvidia Corporation Com
+$1.1M
56,351
+6%
增持
SCHZ
Schwab US Aggregate Bond ETF
-$1.1M
96,433
+41%
减持
CVX
Chevron Corp New Com
-$1.0M
2,235
-76%
增持
SPY
Spdr S&P500 Etf TRUST Trust Unit Deposit
+$910.0K
9,544
+17%
建仓
—
GCDP II REIT FEEDER LLC
+$905.0K
905,000
增持
IVW
iShares S&P 500 Growth
+$827.7K
55,873
+10%
建仓
LQD
Ishares Iboxx $ Investment Grade Corpora
+$782.9K
7,328
增持
EPI
WISDOMTREE INDIA EARNINGS FUND
-$757.2K
204,786
+3%
减持
ADBE
Adobe Systems Inc
-$751.2K
4,621
-15%
增持
SCHW
Schwab Charles Corp Com
+$667.9K
44,804
+10%
清仓
HYD
Vaneck Vectors Etf Tr High Yld Mun Etf
-$640.0K
0
-100%
增持
COP
ConocoPhillips
+$589.4K
19,884
+51%
建仓
SO
Southern Co
+$575.8K
6,995
增持
AAPL
Apple Inc
+$571.3K
29,036
+1%
增持
V
Visa Inc
+$560.3K
10,617
+4%
增持
SUSA
iShares MSCI USA ESG Select ETF
+$335.5K
8,375
+48%
建仓
USTB
VictoryShares Short-Term Bond ETF
+$304.5K
6,066
建仓
—
Accenture PLC A
+$296.6K
843
减持
GOOGL
Alphabet Inc Cap Stk Cl A
+$254.7K
36,063
-9%
增持
ZTS
Zoetis Inc
-$234.8K
8,243
+2%
清仓
VEA
Vanguard FTSE Developed Markets ETF
-$234.7K
0
-100%
减持
VB
Vanguard Small-Cap ETF
-$232.6K
7,882
-12%
建仓
NUMV
Nuveen ESG Mid-Cap Value ETF
+$224.2K
6,441
增持
—
Medtronic PLC
-$158.0K
28,886
+5%
增持
ICSH
Ishares Tr Blackrock Ultra
+$156.2K
29,081
+13%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$142.8K
6,620
-29%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$129.3K
4,782
+61%
增持
PGX
Invesco Preferred ETF
+$114.5K
67,096
+26%
减持
SUB
Ishares Short-Term National Muni Bond Et
-$109.7K
25,473
-3%
增持
FLOT
Ishares Tr Fltg Rate Nt Etf
+$102.3K
19,980
+12%
增持
NUEM
Nuveen ESG Emerging Markets Equity ETF
+$100.4K
20,766
+28%
增持
WMT
Wal-Mart Stores Inc
+$95.5K
3,676
+25%
减持
MUB
Ishares National Muni Bond Etf
-$92.9K
11,469
-5%
增持
—
Exxon Mobil Corp
-$92.7K
18,982
+4%
减持
BKNG
Booking Holdings Inc Com
+$54.9K
78
-1%
增持
MCD
Mcdonald S Corp
-$53.3K
3,909
+0%
增持
OMC
Omnicom Group Inc
-$43.0K
2,842
+2%
增持
CAT
Caterpillar Inc
-$30.4K
1,099
+0%
减持
SPH
Suburban Propane Partners LP
-$29.0K
21,706
-3%
增持
VBR
Vanguard Small-Cap Value ETF
+$23.0K
10,910
+2%
减持
IWD
iShares Russell 1000 Value ETF
-$22.8K
3,423
-1%
增持
KO
Coca-Cola Co
+$21.3K
4,103
+26%
增持
ABBV
Abbvie Inc Com Usd0.01
-$21.2K
1,492
+3%
增持
ISRG
Intuitive Surgical Inc
+$19.9K
554
+1%
增持
META
Meta Platforms Inc Class A
+$17.2K
877
+1%
增持
WELL
Welltower Inc Com
-$12.8K
6,603
+0%
减持
HON
Honeywell International Inc
-$8.8K
2,731
-10%
增持
HYG
Ishares Tr Iboxx Hi Yd Etf
-$7.4K
66,915
+2%
增持
PG
Procter & Gamble Co
-$5.0K
1,716
+2%
减持
TRV
The Travelers Companies Inc
+$4.1K
1,022
-1%
增持
FANG
Diamondback Energy Inc
-$3.8K
1,889
+4%
建仓
—
Great Basin Gold Ltd
+$0
10,343
建仓
—
J.A.G. Mines Ltd
+$0
415,000
