OBSIDIAN CIO, LLC
NEW YORK NY · SEC CIK 0001843581
$1.34亿2026Q2 申报市值
221持仓数
42.2%前十大占比 · 第一大 9.7%
35 / 30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
AAPL 加仓+$411.33万
AMGN 加仓+$220.54万
AMZN 加仓+$173.15万
GOOGL 加仓+$170.14万
NVDA 加仓+$160.47万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$193.76万
IWM 减仓-$110.65万
IWB 减仓-$101.88万
VOO 减仓-$81.87万
ITOT 清仓-$55.24万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,307.04万 | 9.74% | 45,170 | 14,215 | 45.9% | $411.33万 | 加仓 |
| VV | VANGUARD INDEX FDS | $665.54万 | 4.96% | 19,352 | 1,000 | 5.4% | $34.39万 | 加仓 |
| AMGN | AMGEN INC | $663.67万 | 4.95% | 18,327 | 6,090 | 49.8% | $220.54万 | 加仓 |
| AMZN | AMAZON COM INC | $479.11万 | 3.57% | 20,102 | 7,265 | 56.6% | $173.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $459.94万 | 3.43% | 22,987 | 8,020 | 53.6% | $160.47万 | 加仓 |
| AVGO | BROADCOM INC | $459.81万 | 3.43% | 12,172 | 2,847 | 30.5% | $107.55万 | 加仓 |
| GOOGL | ALPHABET INC | $452.49万 | 3.37% | 12,662 | 4,761 | 60.3% | $170.14万 | 加仓 |
| IJR | ISHARES TR | $425.16万 | 3.17% | 28,667 | -1,802 | -5.9% | -$26.73万 | 减仓 |
| IWB | ISHARES TR | $387.74万 | 2.89% | 9,469 | -2,488 | -20.8% | -$101.88万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $361.68万 | 2.70% | 39,333 | -750 | -1.9% | -$6.90万 | 减仓 |
| NVO | NOVO-NORDISK A S | $350.47万 | 2.61% | 73,106 | 15,338 | 26.6% | $73.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $345.53万 | 2.58% | 9,263 | 4,060 | 78.0% | $151.45万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $345.43万 | 2.58% | 68,307 | 15,856 | 30.2% | $80.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $270.13万 | 2.01% | 12,395 | -961 | -7.2% | -$20.94万 | 减仓 |
| EFV | ISHARES TR | $261.32万 | 1.95% | 34,137 | -1,302 | -3.7% | -$9.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $220.57万 | 1.64% | 25,606 | -560 | -2.1% | -$4.82万 | 减仓 |
| EFG | ISHARES TR | $218.83万 | 1.63% | 17,588 | -582 | -3.2% | -$7.24万 | 减仓 |
| IVV | ISHARES TR | $216.90万 | 1.62% | 2,896 | -2,587 | -47.2% | -$193.76万 | 减仓 |
| META | META PLATFORMS INC | $194.95万 | 1.45% | 3,461 | -546 | -13.6% | -$30.75万 | 减仓 |
| GOOG | ALPHABET INC | $194.26万 | 1.45% | 5,498 | 84 | 1.6% | $2.97万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $192.38万 | 1.43% | 56,849 | -14,964 | -20.8% | -$50.64万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $179.89万 | 1.34% | 38,431 | -1,202 | -3.0% | -$5.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $179.11万 | 1.34% | 5,472 | 2,445 | 80.8% | $80.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $168.87万 | 1.26% | 4,952 | 2,765 | 126.4% | $94.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $142.52万 | 1.06% | 2,075 | -1,192 | -36.5% | -$81.87万 | 减仓 |
| AIQ | GLOBAL X FDS | $138.80万 | 1.03% | 21,156 | -3,004 | -12.4% | -$19.71万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $138.08万 | 1.03% | 23,133 | -868 | -3.6% | -$5.18万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $133.03万 | 0.99% | 22,857 | -2,575 | -10.1% | -$14.99万 | 减仓 |
| BOTZ | GLOBAL X FDS | $119.60万 | 0.89% | 31,525 | -1,105 | -3.4% | -$4.19万 | 减仓 |
| BX | BLACKSTONE INC | $112.51万 | 0.84% | 9,562 | 6,089 | 175.3% | $71.65万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $100.69万 | 0.75% | 6,526 | -338 | -4.9% | -$5.22万 | 减仓 |
| — | TEMA ETF TRUST | $97.87万 | 0.73% | 15,567 | 15,567 | — | $97.87万 | 新建仓 |
| TSLA | TESLA INC | $95.82万 | 0.71% | 2,278 | -253 | -10.0% | -$10.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $95.39万 | 0.71% | 6,036 | 5,690 | 1,644.5% | $89.92万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $93.27万 | 0.70% | 12,706 | 1,427 | 12.7% | $10.48万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $91.23万 | 0.68% | 5,163 | -1,979 | -27.7% | -$34.97万 | 减仓 |
| RTX | RTX CORPORATION | $91.05万 | 0.68% | 4,799 | 954 | 24.8% | $18.10万 | 加仓 |
| NFLX | NETFLIX INC. | $87.87万 | 0.66% | 12,307 | 5,816 | 89.6% | $41.53万 | 加仓 |
| IWD | ISHARES TR | $78.65万 | 0.59% | 3,244 | -37 | -1.1% | -$8,971 | 减仓 |
| SPYM | SPDR SERIES TRUST | $74.27万 | 0.55% | 8,452 | -2,618 | -23.6% | -$23.01万 | 减仓 |
| AGG | ISHARES TR | $68.52万 | 0.51% | 6,922 | -766 | -10.0% | -$7.58万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $68.18万 | 0.51% | 14,151 | 32 | 0.2% | $1,542 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $67.36万 | 0.50% | 666 | -7 | -1.0% | -$7,080 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $65.81万 | 0.49% | 682 | 5 | 0.7% | $4,825 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.25万 | 0.49% | 2,320 | -53 | -2.2% | -$1.49万 | 减仓 |
| GOVT | ISHARES TR | $60.48万 | 0.45% | 26,549 | -1,218 | -4.4% | -$2.77万 | 减仓 |
| ABBV | ABBVIE INC | $60.16万 | 0.45% | 2,391 | 399 | 20.0% | $10.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.01万 | 0.42% | 2,245 | 47 | 2.1% | $1.19万 | 加仓 |
| V | VISA INC | $56.81万 | 0.42% | 1,656 | 898 | 118.5% | $30.81万 | 加仓 |
| KO | COCA COLA CO | $54.64万 | 0.41% | 6,723 | 1,690 | 33.6% | $13.74万 | 加仓 |
| LLY | ELI LILLY & CO | $52.32万 | 0.39% | 436 | 110 | 33.7% | $13.20万 | 加仓 |
| BAC | BANK OF AMER CORP | $50.79万 | 0.38% | 8,913 | -492 | -5.2% | -$2.80万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $47.33万 | 0.35% | 741 | 47 | 6.8% | $3.00万 | 加仓 |
| VLO | VALERO ENERGY CORP | $46.42万 | 0.35% | 1,782 | 116 | 7.0% | $3.02万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.11万 | 0.32% | 2,026 | -2,561 | -55.8% | -$54.49万 | 减仓 |
| HD | HOME DEPOT INC | $42.07万 | 0.31% | 1,193 | 207 | 21.0% | $7.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $39.35万 | 0.29% | 1,298 | 667 | 105.7% | $20.22万 | 加仓 |
| SNDK | SANDISK CORP | $39.34万 | 0.29% | 173 | 2 | 1.2% | $4,547 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.40万 | 0.29% | 2,317 | -102 | -4.2% | -$1.69万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.72万 | 0.27% | 3,062 | -4,502 | -59.5% | -$52.52万 | 减仓 |
| IJH | ISHARES TR | $35.50万 | 0.26% | 4,604 | -3,041 | -39.8% | -$23.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.21万 | 0.26% | 296 | 62 | 26.5% | $7.17万 | 加仓 |
| WMT | WALMART INC | $33.40万 | 0.25% | 2,949 | 1,179 | 66.6% | $13.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $31.32万 | 0.23% | 425 | -487 | -53.4% | -$35.89万 | 减仓 |
| IWY | ISHARES TR | $30.28万 | 0.23% | 1,042 | -18 | -1.7% | -$5,231 | 减仓 |
| IEMG | ISHARES INC | $28.83万 | 0.21% | 3,481 | -1,722 | -33.1% | -$14.26万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.72万 | 0.21% | 4,673 | 225 | 5.1% | $1.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.39万 | 0.21% | 372 | 4 | 1.1% | $3,053 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $28.13万 | 0.21% | 2,607 | 75 | 3.0% | $8,094 | 加仓 |
| EFA | ISHARES TR | $27.67万 | 0.21% | 2,664 | 60 | 2.3% | $6,233 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $27.62万 | 0.21% | 18,269 | 527 | 3.0% | $7,968 | 加仓 |
| IWF | ISHARES TR | $27.12万 | 0.20% | 2,184 | 168 | 8.3% | $2.09万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $27.08万 | 0.20% | 3,481 | 3,481 | — | $27.08万 | 新建仓 |
| UNM | UNUM GROUP | $26.88万 | 0.20% | 3,007 | 175 | 6.2% | $1.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $26.82万 | 0.20% | 3,229 | 1,930 | 148.6% | $16.03万 | 加仓 |
| IDV | ISHARES TR | $26.25万 | 0.20% | 6,337 | -1,793 | -22.1% | -$7.43万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.81万 | 0.19% | 2,160 | 416 | 23.9% | $4.97万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $25.39万 | 0.19% | 4,211 | 36 | 0.9% | $2,171 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.31万 | 0.19% | 609 | 27 | 4.6% | $1.12万 | 加仓 |
| DXJ | WISDOMTREE TR | $24.72万 | 0.18% | 1,425 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.98万 | 0.18% | 1,147 | -150 | -11.6% | -$3.14万 | 减仓 |
| — | EXXON MOBIL CORP | $23.76万 | 0.18% | 1,738 | -397 | -18.6% | -$5.43万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.53万 | 0.18% | 2,681 | 2,681 | — | $23.53万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.84万 | 0.17% | 1,945 | -525 | -21.3% | -$6.17万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.24万 | 0.17% | 3,938 | 250 | 6.8% | $1.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.94万 | 0.16% | 6,920 | -593 | -7.9% | -$1.88万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.74万 | 0.16% | 5,417 | 5,417 | — | $21.74万 | 新建仓 |
| GEV | GE VERNOVA INC | $21.64万 | 0.16% | 184 | -160 | -46.5% | -$18.82万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $21.61万 | 0.16% | 2,241 | 12 | 0.5% | $1,157 | 加仓 |
| IWR | ISHARES TR | $20.61万 | 0.15% | 1,868 | 1,868 | — | $20.61万 | 新建仓 |
| HDV | ISHARES TR | $20.32万 | 0.15% | 7,415 | -3,815 | -34.0% | -$10.46万 | 减仓 |
| REGL | PROSHARES TR | $20.03万 | 0.15% | 2,187 | 2,187 | — | $20.03万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.02万 | 0.15% | 188 | 188 | — | $20.02万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.00万 | 0.15% | 9,822 | 107 | 1.1% | $2,179 | 加仓 |
| VXUS | VANGUARD STAR FDS | $19.97万 | 0.15% | 2,336 | 704 | 43.1% | $6.02万 | 加仓 |
| SHV | ISHARES TR | $19.22万 | 0.14% | 1,741 | -1,571 | -47.4% | -$17.34万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $19.16万 | 0.14% | 373 | 116 | 45.1% | $5.96万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $18.92万 | 0.14% | 5,682 | 648 | 12.9% | $2.16万 | 加仓 |
| MRK | MERCK & CO INC | $17.68万 | 0.13% | 1,376 | -32 | -2.3% | -$4,112 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $17.51万 | 0.13% | 344 | 151 | 78.2% | $7.68万 | 加仓 |