Checchi Capital Advisers, LLC
BEVERLY HILLS CA · SEC CIK 0001598186
$19.79亿2026Q1 申报市值
604持仓数
36.7%前十大占比 · 第一大 10.2%
57 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$1,435.69万
IEV 加仓+$1,385.94万
VBR 加仓+$639.65万
VBK 加仓+$612.36万
VGK 加仓+$565.13万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$5,367.80万
GLD 减仓-$543.03万
VWO 减仓-$390.70万
IAU 减仓-$366.04万
SPTL 减仓-$361.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2.01亿 | 10.18% | 309,600 | 309,600 | — | $2.01亿 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.50亿 | 7.57% | 230,200 | -12,400 | -5.1% | -$806.42万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1.46亿 | 7.37% | 252,500 | -228,800 | -47.5% | -$1.32亿 | 减仓 |
| AAPL | APPLE INC | $4,009.41万 | 2.03% | 157,981 | -4,010 | -2.5% | -$101.77万 | 减仓 |
| EEM | ISHARES TR | $3,854.39万 | 1.95% | 678,710 | -35,388 | -5.0% | -$200.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,279.85万 | 1.66% | 188,065 | 9,606 | 5.4% | $167.53万 | 加仓 |
| BWX | SPDR SERIES TRUST | $3,147.05万 | 1.59% | 1,433,737 | -98,519 | -6.4% | -$216.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,973.54万 | 1.50% | 80,329 | 2,715 | 3.5% | $100.50万 | 加仓 |
| JNK | SPDR SERIES TRUST | $2,834.14万 | 1.43% | 296,086 | 15,621 | 5.6% | $149.52万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,793.89万 | 1.41% | 316,911 | -41,520 | -11.6% | -$366.04万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,462.25万 | 1.24% | 444,810 | 35,867 | 8.8% | $198.54万 | 加仓 |
| IGOV | ISHARES TR | $2,414.96万 | 1.22% | 588,155 | -29,288 | -4.7% | -$120.26万 | 减仓 |
| EFA | ISHARES TR 看跌期权 | $2,325.29万 | 1.18% | 239,400 | -17,100 | -6.7% | -$166.09万 | 减仓 |
| LEMB | ISHARES INC | $2,290.54万 | 1.16% | 561,406 | -55,170 | -8.9% | -$225.09万 | 减仓 |
| IBND | SPDR SERIES TRUST | $2,204.03万 | 1.11% | 709,148 | 3,725 | 0.5% | $11.58万 | 加仓 |
| EMB | ISHARES TR | $2,138.00万 | 1.08% | 227,616 | -3,333 | -1.4% | -$31.31万 | 减仓 |
| EMLC | VANECK ETF TRUST | $2,126.90万 | 1.07% | 847,031 | 52,404 | 6.6% | $131.59万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,083.70万 | 1.05% | 385,513 | -72,284 | -15.8% | -$390.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,982.99万 | 1.00% | 91,277 | 29,443 | 47.6% | $639.65万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $1,930.67万 | 0.98% | 835,786 | -43,638 | -5.0% | -$100.80万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,929.06万 | 0.97% | 293,661 | -1,217 | -0.4% | -$7.99万 | 减仓 |
| EFV | ISHARES TR | $1,782.96万 | 0.90% | 239,807 | -32,149 | -11.8% | -$239.03万 | 减仓 |
| IEV | ISHARES TR | $1,753.35万 | 0.89% | 258,074 | 203,995 | 377.2% | $1,385.94万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $1,725.24万 | 0.87% | 640,878 | 46,523 | 7.8% | $125.24万 | 加仓 |
| GLD | SPDR GOLD TR | $1,672.62万 | 0.85% | 38,872 | -12,620 | -24.5% | -$543.03万 | 减仓 |
| AMLP | ALPS ETF TR | $1,566.59万 | 0.79% | 297,605 | -22,493 | -7.0% | -$118.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,552.28万 | 0.78% | 79,117 | 73,175 | 1,231.5% | $1,435.69万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,528.93万 | 0.77% | 581,341 | -137,581 | -19.1% | -$361.84万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1,512.07万 | 0.76% | 1,389,774 | 44,155 | 3.3% | $48.04万 | 加仓 |
| AMZN | AMAZON COM INC | $1,505.75万 | 0.76% | 72,298 | 3,587 | 5.2% | $74.71万 | 加仓 |
| TLT | ISHARES TR | $1,487.71万 | 0.75% | 171,613 | 56,479 | 49.1% | $489.62万 | 加仓 |
| MBB | ISHARES TR | $1,403.93万 | 0.71% | 147,860 | 2,553 | 1.8% | $24.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,400.96万 | 0.71% | 169,301 | 7,354 | 4.5% | $60.85万 | 加仓 |
| IEMG | ISHARES INC | $1,390.08万 | 0.70% | 199,294 | 4,891 | 2.5% | $34.11万 | 加仓 |
| ISHG | ISHARES TR | $1,351.17万 | 0.68% | 182,137 | -6,262 | -3.3% | -$46.45万 | 减仓 |
| TSLA | TESLA INC | $1,341.13万 | 0.68% | 36,076 | 1,455 | 4.2% | $54.09万 | 加仓 |
| SCZ | ISHARES TR | $1,326.09万 | 0.67% | 169,123 | -15,249 | -8.3% | -$119.57万 | 减仓 |
| GOOGL | ALPHABET INC | $1,302.74万 | 0.66% | 45,303 | 3,174 | 7.5% | $91.27万 | 加仓 |
| GOOG | ALPHABET INC | $1,301.08万 | 0.66% | 45,356 | 1,788 | 4.1% | $51.29万 | 加仓 |
| HYG | ISHARES TR | $1,207.67万 | 0.61% | 151,793 | -18,691 | -11.0% | -$148.71万 | 减仓 |
| AVGO | BROADCOM INC | $1,205.25万 | 0.61% | 38,941 | 1,842 | 5.0% | $57.01万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,175.18万 | 0.59% | 117,683 | 3,182 | 2.8% | $31.78万 | 加仓 |
| EEMS | ISHARES INC | $1,117.64万 | 0.56% | 161,555 | -20,571 | -11.3% | -$142.31万 | 减仓 |
| EFA | ISHARES TR | $1,097.57万 | 0.55% | 113,000 | -2,365 | -2.1% | -$22.97万 | 减仓 |
| EFG | ISHARES TR | $1,053.10万 | 0.53% | 94,559 | -19,921 | -17.4% | -$221.86万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,048.86万 | 0.53% | 132,314 | -2,270 | -1.7% | -$17.99万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $965.57万 | 0.49% | 108,858 | 4,459 | 4.3% | $39.55万 | 加仓 |
| DGS | WISDOMTREE TR | $956.50万 | 0.48% | 159,151 | -10,836 | -6.4% | -$65.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $919.42万 | 0.46% | 9,227 | 369 | 4.2% | $36.77万 | 加仓 |
| META | META PLATFORMS INC | $918.51万 | 0.46% | 16,054 | 1,192 | 8.0% | $68.20万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $915.75万 | 0.46% | 62,813 | -139 | -0.2% | -$2.03万 | 减仓 |
| LLY | ELI LILLY & CO | $907.18万 | 0.46% | 9,863 | 221 | 2.3% | $20.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $889.65万 | 0.45% | 30,244 | 840 | 2.9% | $24.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $850.91万 | 0.43% | 10,058 | 168 | 1.7% | $14.21万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $738.15万 | 0.37% | 24,422 | 20,260 | 486.8% | $612.36万 | 加仓 |
| IEI | ISHARES TR | $724.37万 | 0.37% | 61,077 | -342 | -0.6% | -$4.06万 | 减仓 |
| WMT | WALMART INC | $709.35万 | 0.36% | 57,077 | 1,997 | 3.6% | $24.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $697.23万 | 0.35% | 28,524 | 1,045 | 3.8% | $25.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $695.25万 | 0.35% | 14,509 | -559 | -3.7% | -$26.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $691.19万 | 0.35% | 10,628 | -372 | -3.4% | -$24.19万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $686.80万 | 0.35% | 60,077 | 4,097 | 7.3% | $46.84万 | 加仓 |
| — | EXXON MOBIL CORP | $652.62万 | 0.33% | 38,466 | 1,469 | 4.0% | $24.92万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $595.51万 | 0.30% | 72,244 | 68,559 | 1,860.5% | $565.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $577.13万 | 0.29% | 21,329 | 651 | 3.1% | $17.62万 | 加仓 |
| IWB | ISHARES TR | $555.64万 | 0.28% | 15,583 | 1,241 | 8.7% | $44.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $547.80万 | 0.28% | 85,487 | -6,450 | -7.0% | -$41.33万 | 减仓 |
| SHY | ISHARES TR | $544.70万 | 0.28% | 65,968 | -305 | -0.5% | -$2.52万 | 减仓 |
| PSK | SPDR SERIES TRUST | $539.17万 | 0.27% | 174,827 | -14,894 | -7.9% | -$45.93万 | 减仓 |
| INDA | ISHARES TR | $508.91万 | 0.26% | 108,648 | -16,960 | -13.5% | -$79.44万 | 减仓 |
| MUB | ISHARES TR | $501.34万 | 0.25% | 47,229 | 8,356 | 21.5% | $88.70万 | 加仓 |
| EWT | ISHARES INC | $500.09万 | 0.25% | 70,515 | -286 | -0.4% | -$2.03万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $499.69万 | 0.25% | 223,175 | -69,951 | -23.9% | -$156.62万 | 减仓 |
| DLS | WISDOMTREE TR | $482.96万 | 0.24% | 59,259 | -10,741 | -15.3% | -$87.54万 | 减仓 |
| IGIB | ISHARES TR | $480.10万 | 0.24% | 90,210 | -14,436 | -13.8% | -$76.83万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $476.06万 | 0.24% | 79,943 | -3,369 | -4.0% | -$20.06万 | 减仓 |
| ABBV | ABBVIE INC | $443.37万 | 0.22% | 20,386 | 645 | 3.3% | $14.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $442.43万 | 0.22% | 21,384 | 739 | 3.6% | $15.29万 | 加仓 |
| EWC | ISHARES INC | $430.33万 | 0.22% | 78,541 | 78,541 | — | $430.33万 | 新建仓 |
| V | VISA INC | $426.21万 | 0.22% | 14,102 | 518 | 3.8% | $15.66万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $419.77万 | 0.21% | 56,179 | 5,113 | 10.0% | $38.20万 | 加仓 |
| EPP | ISHARES INC | $413.01万 | 0.21% | 77,722 | 68,127 | 710.0% | $362.03万 | 加仓 |
| ORCL | ORACLE CORP | $411.17万 | 0.21% | 27,950 | 772 | 2.8% | $11.36万 | 加仓 |
| WFC | WELLS FARGO & CO | $409.38万 | 0.21% | 51,424 | 1,799 | 3.6% | $14.32万 | 加仓 |
| MGV | VANGUARD WORLD FD | $406.60万 | 0.21% | 28,051 | -34 | -0.1% | -$4,928 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $398.47万 | 0.20% | 60,264 | -1,819 | -2.9% | -$12.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $397.56万 | 0.20% | 7,957 | 276 | 3.6% | $13.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $391.88万 | 0.20% | 14,962 | -662 | -4.2% | -$17.34万 | 减仓 |
| KSA | ISHARES TR | $391.09万 | 0.20% | 98,388 | -11,551 | -10.5% | -$45.92万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $380.74万 | 0.19% | 81,095 | -3,992 | -4.7% | -$18.74万 | 减仓 |
| USIG | ISHARES TR | $376.33万 | 0.19% | 73,458 | -273 | -0.4% | -$1.40万 | 减仓 |
| CRM | SALESFORCE INC | $376.25万 | 0.19% | 20,156 | 6,000 | 42.4% | $112.00万 | 加仓 |
| KO | COCA COLA CO | $375.52万 | 0.19% | 49,379 | 1,801 | 3.8% | $13.70万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $375.27万 | 0.19% | 158,073 | -41,000 | -20.6% | -$97.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $374.24万 | 0.19% | 8,568 | -122,892 | -93.5% | -$5,367.80万 | 减仓 |
| CAT | CATERPILLAR INC | $374.08万 | 0.19% | 5,280 | 238 | 4.7% | $16.86万 | 加仓 |
| EWY | ISHARES INC | $363.83万 | 0.18% | 29,577 | -2,347 | -7.4% | -$28.87万 | 减仓 |
| BAC | BANK AMERICA CORP | $357.68万 | 0.18% | 73,370 | 2,895 | 4.1% | $14.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $348.58万 | 0.18% | 10,315 | 42 | 0.4% | $1.42万 | 加仓 |
| MGK | VANGUARD WORLD FD | $338.85万 | 0.17% | 9,222 | -4,093 | -30.7% | -$150.39万 | 减仓 |
| CSCO | CISCO SYS INC | $334.08万 | 0.17% | 43,057 | 2,767 | 6.9% | $21.47万 | 加仓 |