COLDSTREAM CAPITAL MANAGEMENT INC
BELLEVUE WA · SEC CIK 0001082339
$124.52亿2026Q2 申报市值
1,219持仓数
58.6%前十大占比 · 第一大 36.3%
105 / 102新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/A 加仓+$45.22亿
PWR 加仓+$6,606.66万
IVV 加仓+$5,165.40万
VEA 加仓+$4,737.01万
SDY 重新持有+$4,460.84万
2026Q2 卖出最多 按季末市值估算
DFAI 减仓-$2.28亿
VTV 减仓-$1.43亿
QUAL 减仓-$1.20亿
VUG 减仓-$9,373.58万
DFLV 减仓-$8,909.29万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $8,897.22万 | 0.71% | 1,153,834 | -4,676 | -0.4% | -$36.06万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9,244.00万 | 0.74% | 2,337,885 | -2,253,235 | -49.1% | -$8,909.29万 | 减仓 |
| SDY | SPDR SERIES TRUST | $9,408.22万 | 0.76% | 618,230 | 293,129 | 90.2% | $4,460.84万 | 重新持有 |
| IEF | ISHARES TR | $9,808.69万 | 0.79% | 1,037,188 | 46,765 | 4.7% | $442.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.03亿 | 0.83% | 137,612 | 4,349 | 3.3% | $324.77万 | 加仓 |
| QUAL | ISHARES TR | $1.24亿 | 0.99% | 563,366 | -546,739 | -49.3% | -$1.20亿 | 减仓 |
| AMZN | AMAZON COM INC | $1.51亿 | 1.21% | 634,693 | -32,316 | -4.8% | -$770.22万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.52亿 | 1.22% | 440,838 | -2,675 | -0.6% | -$92.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.52亿 | 1.22% | 760,219 | -69,503 | -8.4% | -$1,390.69万 | 减仓 |
| REGL | PROSHARES TR | $1.77亿 | 1.42% | 1,935,688 | -87,383 | -4.3% | -$800.17万 | 减仓 |
| STIP | ISHARES TR | $1.90亿 | 1.53% | 1,860,288 | 407,033 | 28.0% | $4,158.25万 | 加仓 |
| AAPL | APPLE INC | $1.92亿 | 1.54% | 663,766 | -56,649 | -7.9% | -$1,639.19万 | 减仓 |
| HEFA | ISHARES TR | $2.14亿 | 1.72% | 4,561,052 | -1,367,977 | -23.1% | -$6,419.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2.28亿 | 1.83% | 2,648,650 | -1,088,180 | -29.1% | -$9,373.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.31亿 | 1.85% | 3,235,751 | 664,843 | 25.9% | $4,737.01万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2.33亿 | 1.87% | 5,636,392 | -5,519,556 | -49.5% | -$2.28亿 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.47亿 | 1.99% | 1,134,483 | -658,197 | -36.7% | -$1.43亿 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.48亿 | 1.99% | 361,351 | -28,033 | -7.2% | -$1,925.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.95亿 | 3.98% | 1,327,315 | -29,131 | -2.1% | -$1,086.64万 | 减仓 |
| IVV | ISHARES TR | $6.81亿 | 5.47% | 909,504 | 68,974 | 8.2% | $5,165.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $45.26亿 | 36.35% | 6,044 | 6,038 | 100,633.3% | $45.22亿 | 加仓 |