Greystone Financial Group, LLC 13F 持仓 · 2026年Q2
Greystone Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 3.58 亿美元。前几大持仓：BSV（6.00%）、VTIP（4.85%）、BIV（4.80%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $21.5M | 6.00% | 275,668 | 减持 |
| 2 | VTIP | VANGUARD MALVERN FDS | $17.3M | 4.85% | 345,296 | 减持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $17.2M | 4.80% | 224,132 | 减持 |
| 4 | USHY | ISHARES TR | $17.1M | 4.77% | 461,319 | 新建仓 |
| 5 | VWOB | VANGUARD WHITEHALL FDS | $13.1M | 3.66% | 194,585 | 减持 |
| 6 | AVGO | BROADCOM INC | $13.0M | 3.62% | 34,297 | 增持 |
| 7 | AAPL | APPLE INC | $10.9M | 3.05% | 37,764 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $9.7M | 2.70% | 29,508 | 减持 |
| 9 | AMGN | AMGEN INC | $9.2M | 2.58% | 25,542 | 减持 |
| 10 | SPG | SIMON PPTY GROUP INC NEW | $9.0M | 2.52% | 40,276 | 减持 |
| 11 | MU | MICRON TECHNOLOGY INC | $9.0M | 2.50% | 7,755 | 新建仓 |
| 12 | MS | MORGAN STANLEY | $8.9M | 2.48% | 42,431 | 减持 |
| 13 | BNY | BANK OF NY MELLON CORP | $8.7M | 2.43% | 60,065 | 减持 |
| 14 | LIN | LINDE PLC | $8.7M | 2.43% | 16,749 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $8.5M | 2.38% | 42,534 | 增持 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $7.6M | 2.13% | 9,981 | 减持 |
| 17 | WM | WASTE MGMT INC DEL | $7.6M | 2.11% | 33,955 | 减持 |
| 18 | DUK | DUKE ENERGY CORP NEW | $7.5M | 2.10% | 59,290 | 减持 |
| 19 | LMT | LOCKHEED MARTIN CORP | $7.5M | 2.10% | 14,719 | 减持 |
| 20 | CSCO | CISCO SYS INC | $7.2M | 2.01% | 61,118 | 减持 |
| 21 | NOW | SERVICENOW INC | $7.2M | 2.01% | 72,446 | 增持 |
| 22 | WMT | WALMART INC | $7.1M | 1.98% | 62,610 | 减持 |
| 23 | EMR | EMERSON ELEC CO | $7.0M | 1.96% | 48,917 | 减持 |
| 24 | TJX | TJX COS INC NEW | $6.9M | 1.93% | 45,611 | 减持 |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $6.8M | 1.91% | 13,632 | 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