13F 机构持仓

CONSOLIDATED CAPITAL MANAGEMENT, LLC

BURBANK CA · SEC CIK 0001666613

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

INTC 10.5%
AAPL 4.4%
FTCB 4.4%
GOOGL 4.0%
AMZN 4.0%
LRCX 3.8%
CAT 3.8%
NVDA 3.8%
IWM 3.7%
GLW 3.5%

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
INTU INTUIT $00.00%0 -579-100.0% -$25.03万 清仓
SYK STRYKER CORPORATION $00.00%0 -750-100.0% -$24.64万 清仓
RACE FERRARI N V $00.00%0 -625-100.0% -$21.15万 清仓
HTZ HERTZ GLOBAL HLDGS INC $2.49万0.01%11,008 00.0% — 不变
TMC TMC THE METALS COMPANY INC $4.43万0.01%10,000 00.0% — 不变
MSOS ADVISORSHARES TR $14.72万0.04%28,982 -5,425-15.8% -$2.76万 减仓
XJQCX NUVEEN CR STRATEGIES INCOME $18.94万0.05%38,979 10,87038.7% $5.28万 加仓
CRM SALESFORCE INC $20.66万0.06%1,318 00.0% — 不变
VTI VANGUARD INDEX FDS $21.91万0.06%592 592— $21.91万 新建仓
LH LABCORP HOLDINGS INC $22.26万0.06%795 00.0% — 不变
KO COCA COLA CO $22.87万0.06%2,814 00.0% — 不变
PEP PEPSICO INC $23.02万0.06%1,700 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $23.07万0.06%1,005 00.0% — 不变
JNJ JOHNSON & JOHNSON $25.91万0.07%1,020 00.0% — 不变
IYG ISHARES TR $26.67万0.07%2,948 10.0% $90 加仓
NET CLOUDFLARE INC $26.98万0.07%1,100 00.0% — 不变
FPF FIRST TR INTER DURATN PFD & $29.96万0.08%16,491 2,83020.7% $5.14万 加仓
MA MASTERCARD INCORPORATED $30.82万0.08%600 00.0% — 不变
OEF ISHARES TR $31.36万0.08%857 -35-3.9% -$1.28万 减仓
XLI SELECT SECTOR SPDR TR $33.06万0.09%1,785 90.5% $1,667 加仓
RSP INVESCO EXCHANGE TRADED FD T $33.96万0.09%1,596 -244-13.3% -$5.19万 减仓
TLT ISHARES TR $35.38万0.09%4,094 00.0% — 不变
CVX CHEVRON CORPORATION $35.49万0.09%2,141 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $35.77万0.10%749 -10-1.3% -$4,776 减仓
ITA ISHARES TR $38.50万0.10%1,588 110.7% $2,667 加仓
IBM INTERNATIONAL BUSINESS MACHS $39.37万0.11%1,400 00.0% — 不变
CSCO CISCO SYS INC $39.94万0.11%3,400 00.0% — 不变
UNP UNION PAC CORP $39.97万0.11%1,470 70.5% $1,903 加仓
FDN FIRST TR EXCHANGE-TRADED FD $41.72万0.11%1,576 00.0% — 不变
WSM WILLIAMS SONOMA INC $49.88万0.13%2,140 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $50.57万0.13%500 00.0% — 不变
ORCL ORACLE CORP $50.66万0.14%3,457 00.0% — 不变
AMGN AMGEN INC $54.86万0.15%1,515 00.0% — 不变
TSLA TESLA INC $66.45万0.18%1,580 100.6% $4,206 加仓
AMLP ALPS ETF TR $66.78万0.18%12,880 2,09019.4% $10.84万 加仓
VDC VANGUARD WORLD FD $73.15万0.20%3,244 -66-2.0% -$1.49万 减仓
NFLX NETFLIX INC. $79.54万0.21%11,140 00.0% — 不变
SPYM SPDR SERIES TRUST $80.16万0.21%9,121 320.4% $2,812 加仓
VIG VANGUARD SPECIALIZED FUNDS $91.48万0.24%3,866 -932-19.4% -$22.05万 减仓
USHY ISHARES TR $121.73万0.32%32,881 -467-1.4% -$1.73万 减仓
SMH VANECK ETF TRUST $129.71万0.35%1,978 -45-2.2% -$2.95万 减仓
AMAT APPLIED MATLS INC $144.60万0.39%2,000 00.0% — 不变
GOOG ALPHABET INC $144.99万0.39%4,103 00.0% — 不变
SGOV ISHARES TR $157.13万0.42%15,608 2,66720.6% $26.85万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $286.42万0.76%5,724 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $611.72万1.63%59,408 3630.6% $3.74万 加仓
IYR ISHARES TR $616.35万1.64%60,279 7141.2% $7.30万 加仓
COIN COINBASE GLOBAL INC $641.83万1.71%43,904 8291.9% $12.12万 加仓
MMM 3M CO $645.36万1.72%39,859 6921.8% $11.20万 加仓
META META PLATFORMS INC $692.85万1.85%12,300 890.7% $5.01万 加仓
AVGO BROADCOM INC $698.27万1.86%18,485 -6-0.0% -$2,267 减仓
DLR DIGITAL RLTY TR INC $709.63万1.89%39,516 6121.6% $10.99万 加仓
SPMD SPDR SERIES TRUST $831.82万2.22%123,123 1,9801.6% $13.38万 加仓
JPM JPMORGAN CHASE & CO $857.05万2.29%26,183 3511.4% $11.49万 加仓
LMT LOCKHEED MARTIN CORP $883.61万2.36%17,344 2151.3% $10.95万 加仓
MSFT MICROSOFT CORP $969.42万2.59%25,989 1940.8% $7.24万 加仓
V VISA INC $981.25万2.62%28,600 4241.5% $14.55万 加仓
NLR VANECK ETF TRUST $1,001.01万2.67%86,309 2,1122.5% $24.49万 加仓
COST COSTCO WHOLESALE CORPORATION $1,012.36万2.70%10,822 2762.6% $25.82万 加仓
IYH ISHARES TR $1,054.14万2.81%157,311 2,6771.7% $17.94万 加仓
SPTL SPDR SERIES TRUST $1,063.77万2.84%405,556 15,4083.9% $40.42万 加仓
ASML ASML HLDG NV $1,074.89万2.87%5,403 330.6% $6.57万 加仓
GLD SPDR GOLD TR $1,137.19万3.03%30,870 1,3294.5% $48.96万 加仓
GE GE AEROSPACE $1,201.86万3.21%32,158 3981.3% $14.87万 加仓
XAGG MORGAN STANLEY ETF TRUST $1,229.10万3.28%245,869 10,1644.3% $50.81万 加仓
GLW CORNING INC $1,311.61万3.50%51,349 -31-0.1% -$7,918 减仓
IWM ISHARES TR $1,374.11万3.67%45,735 4541.0% $13.64万 加仓
NVDA NVIDIA CORPORATION $1,421.36万3.79%71,036 5710.8% $11.43万 加仓
CAT CATERPILLAR INC $1,421.88万3.79%13,352 460.3% $4.90万 加仓
LRCX LAM RESEARCH CORP $1,430.16万3.82%33,004 -111-0.3% -$4.81万 减仓
AMZN AMAZON COM INC $1,487.84万3.97%62,425 3840.6% $9.15万 加仓
GOOGL ALPHABET INC $1,496.36万3.99%41,871 -13-0.0% -$4,646 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $1,641.95万4.38%787,315 31,5794.2% $65.86万 加仓
AAPL APPLE INC $1,660.37万4.43%57,381 470.1% $1.36万 加仓
INTC INTEL CORP $3,949.63万10.54%282,864 -4,625-1.6% -$64.58万 减仓