CONSOLIDATED CAPITAL MANAGEMENT, LLC
BURBANK CA · SEC CIK 0001666613
$3.75亿2026Q2 申报市值
72持仓数
45.9%前十大占比 · 第一大 10.5%
1 / 3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
FTCB 加仓+$65.86万
XAGG 加仓+$50.81万
GLD 加仓+$48.96万
SPTL 加仓+$40.42万
SGOV 加仓+$26.85万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$64.58万
INTU 清仓-$25.03万
SYK 清仓-$24.64万
VIG 减仓-$22.05万
RACE 清仓-$21.15万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $3,949.63万 | 10.54% | 282,864 | -4,625 | -1.6% | -$64.58万 | 减仓 |
| AAPL | APPLE INC | $1,660.37万 | 4.43% | 57,381 | 47 | 0.1% | $1.36万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,641.95万 | 4.38% | 787,315 | 31,579 | 4.2% | $65.86万 | 加仓 |
| GOOGL | ALPHABET INC | $1,496.36万 | 3.99% | 41,871 | -13 | -0.0% | -$4,646 | 减仓 |
| AMZN | AMAZON COM INC | $1,487.84万 | 3.97% | 62,425 | 384 | 0.6% | $9.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,430.16万 | 3.82% | 33,004 | -111 | -0.3% | -$4.81万 | 减仓 |
| CAT | CATERPILLAR INC | $1,421.88万 | 3.79% | 13,352 | 46 | 0.3% | $4.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,421.36万 | 3.79% | 71,036 | 571 | 0.8% | $11.43万 | 加仓 |
| IWM | ISHARES TR | $1,374.11万 | 3.67% | 45,735 | 454 | 1.0% | $13.64万 | 加仓 |
| GLW | CORNING INC | $1,311.61万 | 3.50% | 51,349 | -31 | -0.1% | -$7,918 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $1,229.10万 | 3.28% | 245,869 | 10,164 | 4.3% | $50.81万 | 加仓 |
| GE | GE AEROSPACE | $1,201.86万 | 3.21% | 32,158 | 398 | 1.3% | $14.87万 | 加仓 |
| GLD | SPDR GOLD TR | $1,137.19万 | 3.03% | 30,870 | 1,329 | 4.5% | $48.96万 | 加仓 |
| ASML | ASML HLDG NV | $1,074.89万 | 2.87% | 5,403 | 33 | 0.6% | $6.57万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,063.77万 | 2.84% | 405,556 | 15,408 | 3.9% | $40.42万 | 加仓 |
| IYH | ISHARES TR | $1,054.14万 | 2.81% | 157,311 | 2,677 | 1.7% | $17.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,012.36万 | 2.70% | 10,822 | 276 | 2.6% | $25.82万 | 加仓 |
| NLR | VANECK ETF TRUST | $1,001.01万 | 2.67% | 86,309 | 2,112 | 2.5% | $24.49万 | 加仓 |
| V | VISA INC | $981.25万 | 2.62% | 28,600 | 424 | 1.5% | $14.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $969.42万 | 2.59% | 25,989 | 194 | 0.8% | $7.24万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $883.61万 | 2.36% | 17,344 | 215 | 1.3% | $10.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $857.05万 | 2.29% | 26,183 | 351 | 1.4% | $11.49万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $831.82万 | 2.22% | 123,123 | 1,980 | 1.6% | $13.38万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $709.63万 | 1.89% | 39,516 | 612 | 1.6% | $10.99万 | 加仓 |
| AVGO | BROADCOM INC | $698.27万 | 1.86% | 18,485 | -6 | -0.0% | -$2,267 | 减仓 |
| META | META PLATFORMS INC | $692.85万 | 1.85% | 12,300 | 89 | 0.7% | $5.01万 | 加仓 |
| MMM | 3M CO | $645.36万 | 1.72% | 39,859 | 692 | 1.8% | $11.20万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $641.83万 | 1.71% | 43,904 | 829 | 1.9% | $12.12万 | 加仓 |
| IYR | ISHARES TR | $616.35万 | 1.64% | 60,279 | 714 | 1.2% | $7.30万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $611.72万 | 1.63% | 59,408 | 363 | 0.6% | $3.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $286.42万 | 0.76% | 5,724 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $157.13万 | 0.42% | 15,608 | 2,667 | 20.6% | $26.85万 | 加仓 |
| GOOG | ALPHABET INC | $144.99万 | 0.39% | 4,103 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $144.60万 | 0.39% | 2,000 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $129.71万 | 0.35% | 1,978 | -45 | -2.2% | -$2.95万 | 减仓 |
| USHY | ISHARES TR | $121.73万 | 0.32% | 32,881 | -467 | -1.4% | -$1.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $91.48万 | 0.24% | 3,866 | -932 | -19.4% | -$22.05万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $80.16万 | 0.21% | 9,121 | 32 | 0.4% | $2,812 | 加仓 |
| NFLX | NETFLIX INC. | $79.54万 | 0.21% | 11,140 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $73.15万 | 0.20% | 3,244 | -66 | -2.0% | -$1.49万 | 减仓 |
| AMLP | ALPS ETF TR | $66.78万 | 0.18% | 12,880 | 2,090 | 19.4% | $10.84万 | 加仓 |
| TSLA | TESLA INC | $66.45万 | 0.18% | 1,580 | 10 | 0.6% | $4,206 | 加仓 |
| AMGN | AMGEN INC | $54.86万 | 0.15% | 1,515 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $50.66万 | 0.14% | 3,457 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $50.57万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $49.88万 | 0.13% | 2,140 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $41.72万 | 0.11% | 1,576 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $39.97万 | 0.11% | 1,470 | 7 | 0.5% | $1,903 | 加仓 |
| CSCO | CISCO SYS INC | $39.94万 | 0.11% | 3,400 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.37万 | 0.11% | 1,400 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $38.50万 | 0.10% | 1,588 | 11 | 0.7% | $2,667 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.77万 | 0.10% | 749 | -10 | -1.3% | -$4,776 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.49万 | 0.09% | 2,141 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $35.38万 | 0.09% | 4,094 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.96万 | 0.09% | 1,596 | -244 | -13.3% | -$5.19万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $33.06万 | 0.09% | 1,785 | 9 | 0.5% | $1,667 | 加仓 |
| OEF | ISHARES TR | $31.36万 | 0.08% | 857 | -35 | -3.9% | -$1.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $30.82万 | 0.08% | 600 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & | $29.96万 | 0.08% | 16,491 | 2,830 | 20.7% | $5.14万 | 加仓 |
| NET | CLOUDFLARE INC | $26.98万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $26.67万 | 0.07% | 2,948 | 1 | 0.0% | $90 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.91万 | 0.07% | 1,020 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $23.07万 | 0.06% | 1,005 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.02万 | 0.06% | 1,700 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $22.87万 | 0.06% | 2,814 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $22.26万 | 0.06% | 795 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.91万 | 0.06% | 592 | 592 | — | $21.91万 | 新建仓 |
| CRM | SALESFORCE INC | $20.66万 | 0.06% | 1,318 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $18.94万 | 0.05% | 38,979 | 10,870 | 38.7% | $5.28万 | 加仓 |
| MSOS | ADVISORSHARES TR | $14.72万 | 0.04% | 28,982 | -5,425 | -15.8% | -$2.76万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $4.43万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $2.49万 | 0.01% | 11,008 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -579 | -100.0% | -$25.03万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -750 | -100.0% | -$24.64万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -625 | -100.0% | -$21.15万 | 清仓 |