OBSIDIAN CIO, LLC
NEW YORK NY · SEC CIK 0001843581
$1.11亿2026Q1 申报市值
215持仓数
36.8%前十大占比 · 第一大 7.1%
34 / 10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
AAPL 加仓+$573.73万
AMGN 加仓+$422.85万
AVGO 加仓+$234.16万
AMZN 加仓+$218.35万
NVO 新建仓+$212.30万
2026Q1 卖出最多 按季末市值估算
EFG 重新持有-$2,058.82万
VGSH 重新持有-$1,964.01万
VGT 减仓-$1,491.23万
AIQ 重新持有-$1,198.34万
FLOT 清仓-$156.93万
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 |
|---|---|---|---|---|---|---|---|---|
| AIQ | GLOBAL X FDS | $112.76万 | 1.01% | 24,160 | -256,766 | -91.4% | -$1,198.34万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.73万 | 1.17% | 24,001 | 5,794 | 31.8% | $31.32万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $148.88万 | 1.34% | 25,432 | -335,504 | -93.0% | -$1,964.01万 | 重新持有 |
| GOOG | ALPHABET INC | $155.29万 | 1.40% | 5,414 | 5,396 | 29,977.8% | $154.78万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $186.08万 | 1.67% | 39,633 | 6,699 | 20.3% | $31.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $190.46万 | 1.71% | 4,361 | 947 | 27.7% | $41.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $192.61万 | 1.73% | 5,203 | 4,054 | 352.8% | $150.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $195.23万 | 1.76% | 3,267 | 208 | 6.8% | $12.43万 | 加仓 |
| EFG | ISHARES TR | $202.36万 | 1.82% | 18,170 | -184,863 | -91.1% | -$2,058.82万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $209.19万 | 1.88% | 71,813 | -244 | -0.3% | -$7,108 | 减仓 |
| NVO | NOVO-NORDISK A S | $212.30万 | 1.91% | 57,768 | 57,768 | — | $212.30万 | 新建仓 |
| GOOGL | ALPHABET INC | $227.20万 | 2.04% | 7,901 | 2,499 | 46.3% | $71.86万 | 加仓 |
| META | META PLATFORMS INC | $229.25万 | 2.06% | 4,007 | 1,883 | 88.7% | $107.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $261.03万 | 2.35% | 14,967 | 10,896 | 267.6% | $190.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $262.04万 | 2.36% | 13,356 | 2,213 | 19.9% | $43.42万 | 加仓 |
| EFV | ISHARES TR | $263.49万 | 2.37% | 35,439 | 6,449 | 22.2% | $47.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $265.46万 | 2.39% | 52,451 | -8,277 | -13.6% | -$41.89万 | 减仓 |
| AMZN | AMAZON COM INC | $267.36万 | 2.41% | 12,837 | 10,484 | 445.6% | $218.35万 | 加仓 |
| AVGO | BROADCOM INC | $288.60万 | 2.60% | 9,325 | 7,566 | 430.1% | $234.16万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $343.27万 | 3.09% | 40,083 | 6,844 | 20.6% | $58.61万 | 加仓 |
| IVV | ISHARES TR | $358.16万 | 3.22% | 5,483 | 288 | 5.5% | $18.81万 | 加仓 |
| IJR | ISHARES TR | $378.76万 | 3.41% | 30,469 | 5,820 | 23.6% | $72.35万 | 加仓 |
| IWB | ISHARES TR | $426.35万 | 3.84% | 11,957 | -378 | -3.1% | -$13.48万 | 减仓 |
| AMGN | AMGEN INC | $430.56万 | 3.87% | 12,237 | 12,018 | 5,487.7% | $422.85万 | 加仓 |
| VV | VANGUARD INDEX FDS | $548.44万 | 4.93% | 18,352 | 4,036 | 28.2% | $120.61万 | 加仓 |
| AAPL | APPLE INC | $785.59万 | 7.07% | 30,955 | 22,607 | 270.8% | $573.73万 | 加仓 |