13FBOX
CONSULTIVA WEALTH MANAGEMENT, CORP. · 13F 持仓分析
期权收益计算器 机构排行

CONSULTIVA WEALTH MANAGEMENT, CORP.

No.9600 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4,437.3万
环比变动 Q1 2026
+$989.6万+28.7%
持仓股票数
282
新买入
23
加仓
29
减仓
20
清仓
2
持股不变
210
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
11.79%10.12%$523.3万7,619股$348.8万5,838股+1,781股+30.51%加仓
英伟达NVDA
8.95%10.04%$397.2万2.0万股$346.2万2.0万股00.00%持仓不变
V先锋领航STAR基金VXUS
8.7%6.71%$385.9万4.5万股$231.3万3.0万股+1.5万股+50.47%加仓
V先锋领航白厅基金VYM
8.12%9.78%$360.4万2.3万股$337.0万2.3万股+46股+0.20%加仓
谷歌AGOOGL
5.44%5.75%$241.2万6,750股$198.4万6,900股-150股-2.17%减仓
V先锋领航指数基金VB
4.06%3.31%$180.2万5,945股$114.1万4,355股+1,590股+36.51%加仓
苹果AAPL
2.98%3.37%$132.4万4,574股$116.1万4,574股00.00%持仓不变
UNITED RENTALSURI
2.55%2.11%$113.3万1,000股$72.9万1,000股00.00%持仓不变
NNYLI HEDGE MULTI-STRATEGY TRACKER ETFQAI
2.35%3.29%$104.2万2.8万股$113.6万3.3万股-4,817股-14.47%减仓
V先锋领航全球基金VGT
2.12%0.99%$94.2万7,881股$34.0万487股+7,394股+1,518.28%加仓
美国运通AXP
1.72%1.98%$76.5万2,262股$68.4万2,262股00.00%持仓不变
GE VernovaGEV
1.64%1.57%$72.7万619股$54.1万620股-1股-0.16%减仓
GE航空GE
1.6%1.56%$70.8万1,895股$53.9万1,901股-6股-0.32%减仓
摩根大通JPM
1.33%1.6%$59.0万1,803股$55.1万1,874股-71股-3.79%减仓
V先锋领航白厅基金VYMI
1.19%0.22%$53.0万5,397股$7.4万787股+4,610股+585.77%加仓
VANECK REAL ASSETS ETFRAAX
1.1%$49.0万1.2万股$00股+1.2万股新买入
亚马逊AMZN
0.86%0.97%$38.2万1,603股$33.4万1,603股00.00%持仓不变
IISHARES AAA - A RATED CORPORATE BOND ETFQLTA
0.86%1.1%$38.0万7,997股$38.1万7,997股00.00%持仓不变
波音BA
0.8%0.94%$35.4万1,635股$32.5万1,635股00.00%持仓不变
SSANDISK COMSNDK
0.75%0.27%$33.2万146股$9.3万146股00.00%持仓不变
AMD超威AMD
0.72%0.38%$32.0万550股$13.2万650股-100股-15.38%减仓
SSPDR黄金信托GLD
0.71%1.06%$31.3万850股$36.6万850股00.00%持仓不变
VVERSABANK NEWVBNK
0.68%0.53%$30.2万1.3万股$18.4万1.3万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.68%0.71%$30.0万850股$24.4万850股00.00%持仓不变
西部数据WDC
0.63%0.35%$28.1万440股$11.9万440股00.00%持仓不变
帕兰提尔PLTR
0.6%0.98%$26.8万2,300股$33.6万2,300股00.00%持仓不变
SSPDR标普500 ETFSPY
0.6%0.67%$26.5万355股$23.1万355股00.00%持仓不变
Meta平台META
0.56%0.73%$24.8万440股$25.2万440股00.00%持仓不变
万事达MA
0.46%0.58%$20.5万400股$20.0万400股00.00%持仓不变
WWisdomTree·JAPANDXJ
0.45%0.53%$19.9万1,147股$18.2万1,147股00.00%持仓不变
I景顺QQQ信托VOO
0.45%0.45%$19.9万270股$15.6万270股00.00%持仓不变
沃尔玛WMT
0.45%0.63%$19.9万1,754股$21.8万1,754股00.00%持仓不变
S嘉信策略信托SCHD
0.44%$19.7万6,200股$00股+6,200股新买入
雷神技术RTX
0.44%0.58%$19.6万1,032股$19.9万1,032股00.00%持仓不变
BBROOKFIELD WEALTH SO A FCLASS ABNT
0.43%0.5%$19.0万4,120股$17.2万4,090股+30股+0.73%加仓
F第一信托交易所交易基金VIAFGR
0.41%0.45%$18.3万5,000股$15.7万5,000股00.00%持仓不变
通用汽车GM
0.41%0.51%$18.0万2,338股$17.4万2,338股00.00%持仓不变
NNOKIA SPONSORED ADRNOK
0.39%0.31%$17.4万1.3万股$10.5万1.3万股00.00%持仓不变
SSPDR道富系列信托SDY
0.37%0.46%$16.4万1,078股$15.7万1,078股00.00%持仓不变
BBANK OF AMERBAC
0.37%0.4%$16.2万2,850股$13.9万2,850股00.00%持仓不变
IiShares安硕信托LQD
0.37%0.47%$16.2万1,488股$16.2万1,488股00.00%持仓不变
好市多COST
0.36%0.5%$16.2万173股$17.2万173股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.33%0.35%$14.5万484股$12.0万484股00.00%持仓不变
特斯拉TSLA
0.33%0.37%$14.5万345股$12.8万345股00.00%持仓不变
家得宝HD
0.33%0.39%$14.5万410股$13.5万410股00.00%持仓不变
微软MSFT
0.32%0.4%$14.1万377股$14.0万377股00.00%持仓不变
IIBMIBM
0.3%0.34%$13.5万480股$11.6万480股00.00%持仓不变
QQNITY ELECTRONICS COMMON STOCKQ
0.3%0.28%$13.5万825股$9.5万825股00.00%持仓不变
迪士尼DIS
0.3%0.39%$13.3万1,387股$13.4万1,387股00.00%持仓不变
IiShares安硕·FALLEN ANGELS USD BOND ETFFALN
0.3%0.31%$13.2万4,864股$10.6万3,951股+913股+23.11%加仓

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