Shade Tree Advisors LLC
Saratoga Springs NY · SEC CIK 0001804785
$1.72亿2026Q2 申报市值
29持仓数
92.9%前十大占比 · 第一大 54.4%
3 / 1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
GLD 新建仓+$1,048.60万
IBIT 加仓+$214.79万
BND 加仓+$110.83万
QCOM 新建仓+$99.44万
VXUS 加仓+$28.72万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$1,648.00万
GFS 清仓-$528.20万
VTI 减仓-$89.81万
VOO 减仓-$40.45万
COST 减仓-$3.27万
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 |
|---|---|---|---|---|---|---|---|---|
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -118,750 | -100.0% | -$528.20万 | 清仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $9.36万 | 0.05% | 34,400 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.37万 | 0.12% | 1,362 | 1,362 | — | $21.37万 | 新建仓 |
| CPNG | COUPANG INC | $25.13万 | 0.15% | 14,466 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $33.80万 | 0.20% | 1,115 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $35.19万 | 0.20% | 6,894 | 1,794 | 35.2% | $9.16万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $43.23万 | 0.25% | 33,565 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $48.48万 | 0.28% | 3,740 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $52.25万 | 0.30% | 1,094 | 104 | 10.5% | $4.97万 | 加仓 |
| IEFA | ISHARES TR | $52.82万 | 0.31% | 5,469 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $54.55万 | 0.32% | 9,885 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $55.11万 | 0.32% | 5,036 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $72.89万 | 0.42% | 779 | -35 | -4.3% | -$3.27万 | 减仓 |
| IJR | ISHARES TR | $84.54万 | 0.49% | 5,700 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.82万 | 0.51% | 1,163 | 85 | 7.9% | $6.35万 | 加仓 |
| QCOM | QUALCOMM INC | $99.44万 | 0.58% | 5,381 | 5,381 | — | $99.44万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $100.71万 | 0.59% | 12,500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $107.22万 | 0.62% | 12,943 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $113.30万 | 0.66% | 52,500 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $130.41万 | 0.76% | 22,008 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $147.69万 | 0.86% | 19,256 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $203.92万 | 1.19% | 2,723 | 1 | 0.0% | $749 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $247.84万 | 1.44% | 74,448 | 64,520 | 649.9% | $214.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $353.63万 | 2.06% | 5,149 | -589 | -10.3% | -$40.45万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $500.64万 | 2.92% | 98,980 | 245 | 0.2% | $1.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $640.49万 | 3.73% | 87,248 | 15,097 | 20.9% | $110.83万 | 加仓 |
| GLD | SPDR GOLD TR | $1,048.60万 | 6.11% | 28,465 | 28,465 | — | $1,048.60万 | 新建仓 |
| SNDK | SANDISK CORP | $1,648.91万 | 9.60% | 7,252 | -7,248 | -50.0% | -$1,648.00万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,819.18万 | 10.59% | 212,794 | 3,360 | 1.6% | $28.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9,333.41万 | 54.36% | 252,227 | -2,427 | -1.0% | -$89.81万 | 减仓 |