Conservest Capital Advisors, Inc.
WYNNEWOOD PA · SEC CIK 0001705716
$12.57亿2026Q2 申报市值
132持仓数
68.1%前十大占比 · 第一大 14.0%
9 / 5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
GCOR 新建仓+$342.35万
CGSD 加仓+$298.47万
DFAE 加仓+$196.46万
PAVE 加仓+$138.55万
USFR 加仓+$130.22万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$638.76万
IWB 减仓-$315.44万
SPY 减仓-$257.49万
MDY 减仓-$232.95万
XLP 减仓-$204.93万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.08万 | 0.03% | 761 | 96 | 14.4% | $4.80万 | 加仓 |
| PPH | VANECK ETF TRUST | $37.18万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.07万 | 0.03% | 4,485 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $36.61万 | 0.03% | 2,229 | 2,229 | — | $36.61万 | 新建仓 |
| BITQ | BITWISE FUNDS TRUST | $36.25万 | 0.03% | 14,794 | 3,808 | 34.7% | $9.33万 | 加仓 |
| DE | DEERE & CO | $35.72万 | 0.03% | 563 | 15 | 2.7% | $9,518 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.55万 | 0.03% | 612 | 612 | — | $35.55万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $35.38万 | 0.03% | 25,005 | -358 | -1.4% | -$5,066 | 减仓 |
| ABBV | ABBVIE INC | $34.89万 | 0.03% | 1,387 | 91 | 7.0% | $2.29万 | 加仓 |
| IGV | ISHARES TR | $34.65万 | 0.03% | 3,824 | 1,066 | 38.7% | $9.66万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $34.30万 | 0.03% | 6,889 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $33.40万 | 0.03% | 10,448 | 298 | 2.9% | $9,527 | 加仓 |
| VXUS | VANGUARD STAR FDS | $32.93万 | 0.03% | 3,852 | 3,852 | — | $32.93万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $32.76万 | 0.03% | 10,330 | 95 | 0.9% | $3,012 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.51万 | 0.03% | 1,280 | 95 | 8.0% | $2.41万 | 加仓 |
| CSCO | CISCO SYS INC | $30.95万 | 0.02% | 2,635 | 2,635 | — | $30.95万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.33万 | 0.02% | 324 | 25 | 8.4% | $2.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.78万 | 0.02% | 8,102 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $29.02万 | 0.02% | 3,041 | 3,041 | — | $29.02万 | 新建仓 |
| EOG | EOG RES INC | $25.73万 | 0.02% | 1,983 | 45 | 2.3% | $5,838 | 加仓 |
| ETN | EATON CORP PLC | $25.70万 | 0.02% | 603 | 23 | 4.0% | $9,801 | 加仓 |
| ORCL | ORACLE CORP | $25.10万 | 0.02% | 1,713 | 105 | 6.5% | $1.54万 | 加仓 |
| CRWV | COREWEAVE INC | $24.76万 | 0.02% | 2,487 | 2,487 | — | $24.76万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $24.55万 | 0.02% | 2,219 | 47 | 2.2% | $5,200 | 加仓 |
| LOW | LOWES COS INC | $24.16万 | 0.02% | 1,096 | -43 | -3.8% | -$9,480 | 减仓 |
| GDX | VANECK ETF TRUST | $23.58万 | 0.02% | 3,126 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $23.47万 | 0.02% | 1,681 | 1,681 | — | $23.47万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.63万 | 0.02% | 837 | 1 | 0.1% | $270 | 加仓 |
| GPN | GLOBAL PMTS INC | $21.32万 | 0.02% | 2,938 | 18 | 0.6% | $1,306 | 重新持有 |
| VLUE | ISHARES TR | $20.92万 | 0.02% | 1,047 | 1,047 | — | $20.92万 | 新建仓 |
| — | FRACTYL HEALTH INC | $5.09万 | 0.00% | 64,118 | 0 | 0.0% | — | 不变 |
| — | SACHEM CAP CORP | $2.20万 | 0.00% | 23,346 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -11,838 | -100.0% | -$200.84万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -5,337 | -100.0% | -$51.84万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,662 | -100.0% | -$28.25万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,445 | -100.0% | -$23.51万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,150 | -100.0% | -$21.37万 | 清仓 |