Greenline Wealth Management LLC 13F 持仓 · 2026年Q2
Greenline Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 1.22 亿美元。前几大持仓：CGDV（6.38%）、SPMO（4.63%）、NVDA（4.46%）。本季前 25 大持仓中：新建仓 2 只、增持 22 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.8M | 6.38% | 157,584 | 增持 |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $5.6M | 4.63% | 34,895 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $5.4M | 4.46% | 27,131 | 增持 |
| 4 | AAPL | APPLE INC | $4.9M | 3.99% | 16,771 | 减持 |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.89% | 78,441 | 增持 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $3.8M | 3.11% | 12,491 | 新建仓 |
| 7 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.3M | 2.68% | 19,148 | 增持 |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.37% | 61,518 | 增持 |
| 9 | GOOGL | ALPHABET INC | $2.7M | 2.22% | 7,545 | 增持 |
| 10 | TSLA | TESLA INC | $2.6M | 2.13% | 6,158 | 增持 |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.5M | 2.09% | 27,218 | 增持 |
| 12 | PIZ | INVESCO EXCH TRADED FD TR II | $2.5M | 2.02% | 44,020 | 增持 |
| 13 | AVGO | BROADCOM INC | $2.3M | 1.91% | 6,146 | 增持 |
| 14 | AMZN | AMAZON COM INC | $2.3M | 1.89% | 9,645 | 增持 |
| 15 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.1M | 1.75% | 78,121 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $2.1M | 1.72% | 5,596 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 1.68% | 3,524 | 增持 |
| 18 | META | META PLATFORMS INC | $2.0M | 1.68% | 3,636 | 增持 |
| 19 | MU | MICRON TECHNOLOGY INC | $2.0M | 1.65% | 1,741 | 增持 |
| 20 | GE | GE AEROSPACE | $1.6M | 1.32% | 4,296 | 增持 |
| 21 | NBIS | NEBIUS GROUP N.V. | $1.5M | 1.27% | 5,588 | 增持 |
| 22 | IVLU | ISHARES TR | $1.5M | 1.24% | 35,957 | 增持 |
| 23 | VRT | VERTIV HOLDINGS CO | $1.5M | 1.24% | 4,489 | 增持 |
| 24 | VCRB | VANGUARD MALVERN FDS | $1.5M | 1.22% | 19,291 | 新建仓 |
| 25 | PVAL | PUTNAM ETF TRUST | $1.4M | 1.15% | 27,583 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR