GF

Greystone Financial Group, LLC

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$3.5亿

申报季度: 2026-03-31 · 持股只数: 78

Greystone Financial Group, LLC在最新一期 13F 报告中披露了 78 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 62.2%。

机构性格雪花图

集中度
10.66
持仓稳定性
62.18
动能／逆势
0
行业集中度
51.97
多样化
100
仓位均衡度
89.55

近期动向

  • 减仓 AXP

    -92.6%　-US$1424.3万

  • 加仓 CVX

    -37.9%　-US$189.2万

  • 减仓 MSFT

    -46.4%　-US$989.3万

  • 减仓 AAPL

    -51.5%　-US$1218.4万

  • 加仓 LMT

    -42.9%　-US$369.8万

  • 加仓 VTIP

    -39.3%　-US$1115.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BSVVanguard Short-term Bond ETFETF-其他6.22%+0.49%-39.83%
2VTIPVanguard Short-term TipsETF-其他4.99%+0.50%-39.34%
3BIVVanguard Intermediate-term BETF-其他4.98%+0.37%-39.80%
4BLVVanguard Long-term Bond ETFETF-其他4.95%+0.38%-39.74%
5VWOBVanguard Emerg Mkts Gov BndETF-其他3.70%+0.24%-39.52%
6CVXChevron CORP股票-能源2.86%+0.99%-37.95%
7AAPLApple INC股票-科技2.85%-0.62%-51.52%
8AMGNAmgen INC股票-医疗保健2.63%+0.34%-41.10%
9LMTLockheed Martin CORP股票-工业2.61%+0.60%-42.90%
10JPMJpmorgan Chase & Co股票-金融2.55%-0.20%-43.98%
11LINLinde plc股票-原材料2.45%+0.42%-42.65%
12AVGOBroadcom INC股票-科技2.41%-0.15%-41.80%
13WMWaste Management INC股票-工业2.29%+0.30%-39.46%
14WMTWalmart INC股票-非周期性消费2.28%-0.50%-59.53%
15DUKDuke Energy CORP股票-公用事业2.27%+0.43%-39.01%
16LOWLowe's Cos INC股票-周期性消费2.24%-0.01%-43.95%
17SPGSimon Property Group INC股票-房地产2.22%+0.22%-39.37%
18TJXTjx Companies INC股票-周期性消费2.14%+0.27%-39.29%
19BNYBank Of New York Mellon CORP股票-金融2.11%-0.37%-54.10%
20MSMorgan Stanley股票-金融2.05%-0.18%-45.31%
21MSFTMicrosoft CORP股票-科技1.95%-0.67%-46.36%
22EMREmerson Electric Co股票-工业1.88%+0.14%-39.60%
23BRK-BBerkshire Hathaway Inc-cl B股票-其他1.85%-0.27%-49.58%
24NVDANvidia CORP股票-科技1.74%—+1.25%
25RFRegions Financial CORP股票-金融1.73%+0.10%-39.24%
26IBMIntl Business Machines CORP股票-科技1.70%-0.15%-38.15%
27MCDMcdonald's CORP股票-周期性消费1.69%+0.18%-39.17%
28MCKMckesson CORP股票-医疗保健1.65%+0.22%-39.38%
29SBUXStarbucks CORP股票-周期性消费1.65%+0.22%-40.10%
30HONHoneywell International INC股票-工业1.64%+0.34%-39.85%
31AMZNAmazon.com INC股票-周期性消费1.57%+0.25%-27.53%
32ABTAbbott Laboratories股票-医疗保健1.57%-0.20%-40.39%
33KOCoca-cola Co/the股票-非周期性消费1.55%+0.25%-39.54%
34CSCOCisco Systems INC股票-科技1.44%+0.13%-40.02%
35NOWServicenow INC股票-科技1.43%+1.43%NEW
36PGProcter & Gamble Co/the股票-非周期性消费1.32%+1.32%NEW
37TMOThermo Fisher Scientific INC股票-医疗保健1.24%-0.08%-38.91%
38CRWDCrowdstrike Holdings INC - A股票-科技1.17%+0.05%-30.69%
39FOXAFox CORP - Class A股票-通信服务1.13%-0.37%-47.81%
40VTVVanguard Value ETFETF-其他0.98%-0.03%-47.96%
41VUGVanguard Growth ETFETF-其他0.96%+0.05%-35.12%
42METAMeta Platforms Inc-class A股票-通信服务0.92%-0.18%-46.89%
43VEAVanguard Ftse Developed ETFETF-其他0.75%—-34.25%
44ACWIIshares Msci Acwi ETFETF-其他0.54%—-28.25%
45AOAIshares Core 80/20 AggressivETF-其他0.36%—-35.85%
46QQQInvesco Qqq Trust Series 1ETF-科技型0.27%-0.20%-66.65%
47AXPAmerican Express Co股票-金融0.26%-2.11%-92.59%
48IJHIshares Core S&p Midcap ETFETF-其他0.25%—-58.33%
49GOOGLAlphabet Inc-cl A股票-通信服务0.25%-0.28%-71.48%
50RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.24%—+252.40%
1–50 of 78

本季持股变动

Greystone Financial Group, LLC 在 2026-03-31 最显著的持仓异动： 清仓: T-mobile US INC (TMUS); 新建仓: Servicenow INC (NOW); 新建仓: Procter & Gamble Co/the (PG); 清仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Alphabet Inc-cl C (GOOG).

Greystone Financial Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1CVXChevron CORP+1%-37.95%减仓
2LMTLockheed Martin CORP+0.6%-42.90%减仓
3VTIPVanguard Short-term Tips+0.5%-39.34%减仓
4BSVVanguard Short-term Bond ETF+0.5%-39.83%减仓
5DUKDuke Energy CORP+0.4%-39.01%减仓
6LINLinde plc+0.4%-42.65%减仓
7BLVVanguard Long-term Bond ETF+0.4%-39.74%减仓
8BIVVanguard Intermediate-term B+0.4%-39.80%减仓
9AMGNAmgen INC+0.3%-41.10%减仓
10HONHoneywell International INC+0.3%-39.85%减仓
11WMWaste Management INC+0.3%-39.46%减仓
12TJXTjx Companies INC+0.3%-39.29%减仓
13AMZNAmazon.com INC+0.3%-27.53%减仓
14KOCoca-cola Co/the+0.3%-39.54%减仓
15VWOBVanguard Emerg Mkts Gov Bnd+0.2%-39.52%减仓
16SPGSimon Property Group INC+0.2%-39.37%减仓
17SBUXStarbucks CORP+0.2%-40.10%减仓
18MCKMckesson CORP+0.2%-39.38%减仓
19MCDMcdonald's CORP+0.2%-39.17%减仓
20EMREmerson Electric Co+0.1%-39.60%减仓
21CSCOCisco Systems INC+0.1%-40.02%减仓
22RFRegions Financial CORP+0.1%-39.24%减仓
23CRWDCrowdstrike Holdings INC - A+0.1%-30.69%减仓
24VUGVanguard Growth ETF+0.1%-35.12%减仓
25LOWLowe's Cos INC0%-43.95%减仓
26VTVVanguard Value ETF0%-47.96%减仓
27TMOThermo Fisher Scientific INC-0.1%-38.91%减仓
28BABoeing Co/the-0.1%-65.85%减仓
29PANWPalo Alto Networks INC-0.1%-67.76%减仓
30AVGOBroadcom INC-0.2%-41.80%减仓
31IBMIntl Business Machines CORP-0.2%-38.15%减仓
32UBERUber Technologies INC-0.2%-65.06%减仓
33MSMorgan Stanley-0.2%-45.31%减仓
34METAMeta Platforms Inc-class A-0.2%-46.89%减仓
35JPMJpmorgan Chase & Co-0.2%-43.98%减仓
36ABTAbbott Laboratories-0.2%-40.39%减仓
37QQQInvesco Qqq Trust Series 1-0.2%-66.65%减仓
38BRK-BBerkshire Hathaway Inc-cl B-0.3%-49.58%减仓
39GOOGLAlphabet Inc-cl A-0.3%-71.48%减仓
40BNYBank Of New York Mellon CORP-0.4%-54.10%减仓
41FOXAFox CORP - Class A-0.4%-47.81%减仓
42WMTWalmart INC-0.5%-59.53%减仓
43AAPLApple INC-0.6%-51.52%减仓
44MSFTMicrosoft CORP-0.7%-46.36%减仓
45AXPAmerican Express Co-2.1%-92.59%减仓
46TMUST-mobile US INC—EXIT清仓
47NOWServicenow INC—NEW新建仓
48PGProcter & Gamble Co/the—NEW新建仓
49VBILVanguard 0-3m T-bill ETF—EXIT清仓
50GOOGAlphabet Inc-cl C—EXIT清仓

FAQ

Greystone Financial Group, LLC 是什么机构？属于哪种投资人类型？
Greystone Financial Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 78 个已申报仓位之中。
Greystone Financial Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Greystone Financial Group, LLC 按市值排列的前几大持股为： 1. Vanguard Short-term Bond ETF (BSV) — US$2198.9万 (6.2%) 2. Vanguard Short-term Tips (VTIP) — US$1763.1万 (5.0%) 3. Vanguard Intermediate-term B (BIV) — US$1760.9万 (5.0%) 4. Vanguard Long-term Bond ETF (BLV) — US$1750.8万 (5.0%) 5. Vanguard Emerg Mkts Gov Bnd (VWOB) — US$1306.3万 (3.7%)
Greystone Financial Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Greystone Financial Group, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 0 个既有持股、减仓 45 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: T-mobile US INC (TMUS); 新建仓: Servicenow INC (NOW); 新建仓: Procter & Gamble Co/the (PG); 清仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Alphabet Inc-cl C (GOOG)
Greystone Financial Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Greystone Financial Group, LLC 的主要板块分布如下： • Information Technology: 30.1% • Consumer Discretionary: 14.4% • Health Care: 14.1% • Financials: 13.8% • Consumer Staples: 10.3% • Industrials: 9.4%