Checchi Capital Advisers, LLC
BEVERLY HILLS CA · SEC CIK 0001598186
$22.20亿2026Q2 申报市值
609持仓数
40.3%前十大占比 · 第一大 10.4%
41 / 43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
VUG 加仓+$5,826.52万
IAU 加仓+$962.64万
VOT 加仓+$480.96万
VGLT 加仓+$272.07万
MGK 加仓+$262.61万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$1,603.57万
IEV 减仓-$1,492.81万
EEM 减仓-$917.59万
VGK 减仓-$613.86万
TLT 减仓-$602.03万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $886.96万 | 0.40% | 21,340 | 11 | 0.1% | $4,572 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $962.69万 | 0.43% | 62,395 | -418 | -0.7% | -$6.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $981.61万 | 0.44% | 29,988 | -256 | -0.8% | -$8.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,013.61万 | 0.46% | 10,022 | -36 | -0.4% | -$3.64万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,016.30万 | 0.46% | 128,596 | -3,718 | -2.8% | -$29.38万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,033.94万 | 0.47% | 107,222 | -1,636 | -1.5% | -$15.78万 | 减仓 |
| DGS | WISDOMTREE TR | $1,060.08万 | 0.48% | 163,820 | 4,669 | 2.9% | $30.21万 | 加仓 |
| META | META PLATFORMS INC | $1,081.04万 | 0.49% | 19,192 | 3,138 | 19.5% | $176.76万 | 加仓 |
| EFA | ISHARES TR | $1,136.13万 | 0.51% | 109,369 | -3,631 | -3.2% | -$37.72万 | 减仓 |
| LLY | ELI LILLY & CO | $1,203.29万 | 0.54% | 10,032 | 169 | 1.7% | $20.27万 | 加仓 |
| HYG | ISHARES TR | $1,206.05万 | 0.54% | 150,813 | -980 | -0.6% | -$7.84万 | 减仓 |
| EFG | ISHARES TR | $1,226.16万 | 0.55% | 98,550 | 3,991 | 4.2% | $49.66万 | 加仓 |
| EEMS | ISHARES INC | $1,234.67万 | 0.56% | 162,692 | 1,137 | 0.7% | $8.63万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,315.02万 | 0.59% | 127,610 | 9,927 | 8.4% | $102.30万 | 加仓 |
| SCZ | ISHARES TR | $1,335.12万 | 0.60% | 162,285 | -6,838 | -4.0% | -$56.26万 | 减仓 |
| ISHG | ISHARES TR | $1,348.15万 | 0.61% | 181,581 | -556 | -0.3% | -$4.13万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,378.39万 | 0.62% | 166,774 | -2,527 | -1.5% | -$20.89万 | 减仓 |
| MBB | ISHARES TR | $1,393.58万 | 0.63% | 147,438 | -422 | -0.3% | -$3.99万 | 减仓 |
| IEMG | ISHARES INC | $1,403.92万 | 0.63% | 169,474 | -29,820 | -15.0% | -$247.03万 | 减仓 |
| GLD | SPDR GOLD TR | $1,413.58万 | 0.64% | 38,373 | -499 | -1.3% | -$18.38万 | 减仓 |
| TSLA | TESLA INC | $1,479.94万 | 0.67% | 35,187 | -889 | -2.5% | -$37.39万 | 减仓 |
| AVGO | BROADCOM INC | $1,494.08万 | 0.67% | 39,552 | 611 | 1.6% | $23.08万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,504.61万 | 0.68% | 573,620 | -7,721 | -1.3% | -$20.25万 | 减仓 |
| AMLP | ALPS ETF TR | $1,547.01万 | 0.70% | 298,363 | 758 | 0.3% | $3.93万 | 加仓 |
| GOOG | ALPHABET INC | $1,575.82万 | 0.71% | 44,599 | -757 | -1.7% | -$26.75万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $1,653.81万 | 0.75% | 618,247 | -22,631 | -3.5% | -$60.54万 | 减仓 |
| GOOGL | ALPHABET INC | $1,659.24万 | 0.75% | 46,429 | 1,126 | 2.5% | $40.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,669.90万 | 0.75% | 68,723 | -22,554 | -24.7% | -$548.04万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1,701.61万 | 0.77% | 1,569,752 | 179,978 | 13.0% | $195.10万 | 加仓 |
| AMZN | AMAZON COM INC | $1,749.34万 | 0.79% | 73,397 | 1,099 | 1.5% | $26.19万 | 加仓 |
| EFV | ISHARES TR | $1,840.22万 | 0.83% | 240,395 | 588 | 0.2% | $4.50万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,849.55万 | 0.83% | 309,859 | -75,654 | -19.6% | -$451.58万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $1,932.46万 | 0.87% | 834,395 | -1,391 | -0.2% | -$3.22万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,081.48万 | 0.94% | 309,560 | 15,899 | 5.4% | $106.90万 | 加仓 |
| EMB | ISHARES TR | $2,151.41万 | 0.97% | 223,083 | -4,533 | -2.0% | -$43.72万 | 减仓 |
| EMLC | VANECK ETF TRUST | $2,159.22万 | 0.97% | 844,765 | -2,266 | -0.3% | -$5.79万 | 减仓 |
| IBND | SPDR SERIES TRUST | $2,213.35万 | 1.00% | 709,863 | 715 | 0.1% | $2.23万 | 加仓 |
| LEMB | ISHARES INC | $2,366.16万 | 1.07% | 557,661 | -3,745 | -0.7% | -$15.89万 | 减仓 |
| IGOV | ISHARES TR | $2,409.59万 | 1.09% | 587,275 | -880 | -0.1% | -$3.61万 | 减仓 |
| EFA | ISHARES TR 看跌期权 | $2,470.27万 | 1.11% | 237,800 | -1,600 | -0.7% | -$16.62万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,726.53万 | 1.23% | 494,116 | 49,306 | 11.1% | $272.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,854.06万 | 1.29% | 76,512 | -3,817 | -4.8% | -$142.38万 | 减仓 |
| JNK | SPDR SERIES TRUST | $2,929.83万 | 1.32% | 304,019 | 7,933 | 2.7% | $76.45万 | 加仓 |
| BWX | SPDR SERIES TRUST | $3,135.50万 | 1.41% | 1,446,266 | 12,529 | 0.9% | $27.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,355.63万 | 1.51% | 444,396 | 127,485 | 40.2% | $962.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,690.08万 | 1.66% | 184,421 | -3,644 | -1.9% | -$72.91万 | 减仓 |
| EEM | ISHARES TR | $3,725.46万 | 1.68% | 544,579 | -134,131 | -19.8% | -$917.59万 | 减仓 |
| AAPL | APPLE INC | $4,532.82万 | 2.04% | 156,650 | -1,331 | -0.8% | -$38.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6,269.35万 | 2.82% | 727,809 | 676,401 | 1,315.8% | $5,826.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.67亿 | 7.54% | 224,200 | -6,000 | -2.6% | -$448.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2.20亿 | 9.91% | 294,500 | -15,100 | -4.9% | -$1,127.62万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $2.32亿 | 10.43% | 314,500 | 62,000 | 24.6% | $4,565.68万 | 加仓 |