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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $18.75万 | 0.17% | 3,723 | 424 | 12.9% | $2.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $17.27万 | 0.16% | 1,196 | 969 | 426.9% | $13.99万 | 加仓 |
| — | HONEYWELL INTL INC | $17.14万 | 0.15% | 758 | 758 | — | $17.14万 | 新建仓 |
| MRK | MERCK & CO INC | $16.94万 | 0.15% | 1,408 | 1,356 | 2,607.7% | $16.31万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $16.88万 | 0.15% | 8,602 | 29 | 0.3% | $569 | 加仓 |
| DGRO | ISHARES TR | $16.67万 | 0.15% | 2,375 | 841 | 54.8% | $5.90万 | 加仓 |
| OKLO | OKLO INC | $16.63万 | 0.15% | 3,353 | 1,368 | 68.9% | $6.78万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $16.63万 | 0.15% | 2,714 | 2,017 | 289.4% | $12.36万 | 加仓 |
| VB | VANGUARD INDEX FDS | $16.52万 | 0.15% | 631 | 223 | 54.7% | $5.84万 | 加仓 |
| PGR | PROGRESSIVE CORP | $15.98万 | 0.14% | 806 | 806 | — | $15.98万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $15.94万 | 0.14% | 784 | 76 | 10.7% | $1.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.74万 | 0.14% | 582 | -44 | -7.0% | -$1.19万 | 重新持有 |
| COR | CENCORA INC | $15.61万 | 0.14% | 497 | 42 | 9.2% | $1.32万 | 加仓 |
| VGT | VANGUARD WORLD FD | $15.24万 | 0.14% | 218 | -21,336 | -99.0% | -$1,491.23万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $15.04万 | 0.14% | 15,665 | 15,665 | — | $15.04万 | 新建仓 |
| BLK | BLACKROCK INC | $14.84万 | 0.13% | 154 | 125 | 431.0% | $12.05万 | 加仓 |
| PEP | PEPSICO INC | $14.57万 | 0.13% | 938 | 938 | — | $14.57万 | 新建仓 |
| GLD | SPDR GOLD TR | $14.50万 | 0.13% | 337 | 14 | 4.3% | $6,024 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $14.37万 | 0.13% | 368 | -702 | -65.6% | -$27.41万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $14.31万 | 0.13% | 220 | 60 | 37.5% | $3.90万 | 加仓 |
| CI | THE CIGNA GROUP | $13.94万 | 0.13% | 523 | 243 | 86.8% | $6.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.32万 | 0.12% | 394 | 64 | 19.4% | $2.16万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $13.29万 | 0.12% | 148 | 148 | — | $13.29万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $12.84万 | 0.12% | 257 | 222 | 634.3% | $11.09万 | 加仓 |
| MCD | MCDONALDS CORP | $12.68万 | 0.11% | 408 | 408 | — | $12.68万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $12.58万 | 0.11% | 1,632 | 1,632 | — | $12.58万 | 新建仓 |
| AMLP | ALPS ETF TR | $11.70万 | 0.11% | 2,222 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $11.66万 | 0.10% | 193 | -405 | -67.7% | -$24.48万 | 重新持有 |
| WFC | WELLS FARGO & CO | $11.26万 | 0.10% | 1,414 | 862 | 156.2% | $6.86万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $11.05万 | 0.10% | 2,347 | 950 | 68.0% | $4.47万 | 加仓 |
| SNDK | SANDISK CORP | $10.86万 | 0.10% | 171 | 171 | — | $10.86万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $10.78万 | 0.10% | 3,756 | 3,176 | 547.6% | $9.12万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $10.65万 | 0.10% | 1,299 | 1,299 | — | $10.65万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.16万 | 0.09% | 102 | 78 | 325.0% | $7.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.93万 | 0.09% | 1,977 | 953 | 93.1% | $4.78万 | 加仓 |
| ORCL | ORACLE CORP | $9.88万 | 0.09% | 672 | 549 | 446.3% | $8.07万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9.87万 | 0.09% | 286 | 286 | — | $9.87万 | 新建仓 |
| DGT | SPDR SERIES TRUST | $9.79万 | 0.09% | 1,730 | 4 | 0.2% | $226 | 加仓 |
| UNP | UNION PAC CORP | $9.27万 | 0.08% | 382 | 349 | 1,057.6% | $8.47万 | 加仓 |
| LQD | ISHARES TR | $8.51万 | 0.08% | 781 | 182 | 30.4% | $1.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.10万 | 0.07% | 1,265 | 129 | 11.4% | $8,264 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7.92万 | 0.07% | 234 | 137 | 141.2% | $4.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.52万 | 0.07% | 157 | 121 | 336.1% | $5.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7.25万 | 0.07% | 240 | 15 | 6.7% | $4,533 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6.73万 | 0.06% | 315 | 315 | — | $6.73万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $6.67万 | 0.06% | 455 | 8 | 1.8% | $1,173 | 加仓 |
| T | AT&T INC | $6.43万 | 0.06% | 2,216 | 187 | 9.2% | $5,422 | 加仓 |
| AMAT | APPLIED MATLS INC | $6.15万 | 0.06% | 180 | 180 | — | $6.15万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $5.75万 | 0.05% | 799 | 643 | 412.2% | $4.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.52万 | 0.05% | 334 | 39 | 13.2% | $6,446 | 加仓 |
| VDE | VANGUARD WORLD FD | $5.51万 | 0.05% | 319 | -2,230 | -87.5% | -$38.54万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $5.12万 | 0.05% | 346 | 2 | 0.6% | $296 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4.99万 | 0.04% | 381 | 103 | 37.1% | $1.35万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $4.93万 | 0.04% | 393 | 305 | 346.6% | $3.83万 | 加仓 |
| NOBL | PROSHARES TR | $4.78万 | 0.04% | 451 | -5,836 | -92.8% | -$61.87万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $4.64万 | 0.04% | 243 | 206 | 556.8% | $3.94万 | 加仓 |
| SHOP | SHOPIFY INC | $4.64万 | 0.04% | 391 | 185 | 89.8% | $2.19万 | 加仓 |
| SO | SOUTHERN CO | $4.54万 | 0.04% | 470 | 470 | — | $4.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $4.10万 | 0.04% | 481 | -2,507 | -83.9% | -$21.37万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $4.01万 | 0.04% | 126 | 126 | — | $4.01万 | 新建仓 |
| SMH | VANECK ETF TRUST | $3.99万 | 0.04% | 104 | 46 | 79.3% | $1.76万 | 加仓 |
| DIS | DISNEY WALT CO | $3.48万 | 0.03% | 361 | 269 | 292.4% | $2.59万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $3.20万 | 0.03% | 341 | 341 | — | $3.20万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.95万 | 0.03% | 97 | -1,186 | -92.4% | -$36.06万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $2.95万 | 0.03% | 7 | -55 | -88.7% | -$23.16万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $2.88万 | 0.03% | 103 | 40 | 63.5% | $1.12万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2.78万 | 0.03% | 81 | -619 | -88.4% | -$21.27万 | 重新持有 |
| ACHR | ARCHER AVIATION INC | $2.77万 | 0.02% | 5,350 | 850 | 18.9% | $4,395 | 加仓 |
| PFE | PFIZER INC | $2.63万 | 0.02% | 937 | 723 | 337.9% | $2.03万 | 加仓 |
| ABNB | AIRBNB INC | $2.56万 | 0.02% | 203 | -2,550 | -92.6% | -$32.20万 | 重新持有 |
| — | RIVERVIEW BANCORP INC | $2.55万 | 0.02% | 4,643 | 4,643 | — | $2.55万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.48万 | 0.02% | 122 | -27 | -18.1% | -$5,493 | 减仓 |
| MRNA | MODERNA INC | $2.45万 | 0.02% | 482 | 482 | — | $2.45万 | 新建仓 |
| QCOM | QUALCOMM INC | $2.22万 | 0.02% | 172 | 145 | 537.0% | $1.87万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2.20万 | 0.02% | 446 | 21 | 4.9% | $1,037 | 加仓 |
| — | BELPOINTE PREP LLC | $1.98万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $1.89万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $1.76万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.55万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.51万 | 0.01% | 168 | 106 | 171.0% | $9,519 | 加仓 |
| USMV | ISHARES TR | $1.50万 | 0.01% | 162 | 40 | 32.8% | $3,706 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.37万 | 0.01% | 91 | 87 | 2,175.0% | $1.31万 | 加仓 |
| MO | ALTRIA GROUP INC | $1.36万 | 0.01% | 206 | -3,510 | -94.5% | -$23.16万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $1.34万 | 0.01% | 29 | -1,067 | -97.4% | -$49.19万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $1.30万 | 0.01% | 19 | -441 | -95.9% | -$30.09万 | 重新持有 |
| SHY | ISHARES TR | $1.20万 | 0.01% | 91 | -20 | -18.0% | -$2,637 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.19万 | 0.01% | 196 | 55 | 39.0% | $3,336 | 加仓 |
| IVW | ISHARES TR | $9,906 | 0.01% | 88 | 1 | 1.1% | $113 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $9,233 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8,920 | 0.01% | 64 | -4,440 | -98.6% | -$61.88万 | 重新持有 |
| CRM | SALESFORCE INC | $7,653 | 0.01% | 41 | 23 | 127.8% | $4,293 | 加仓 |
| — | NUSHARES ETF TR | $7,466 | 0.01% | 207 | -34 | -14.1% | -$1,226 | 减仓 |
| MPC | MARATHON PETE CORP | $6,105 | 0.01% | 25 | -1,513 | -98.4% | -$36.95万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $5,896 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $5,510 | 0.00% | 329 | -46 | -12.3% | -$770 | 减仓 |
| URI | UNITED RENTALS INC | $5,100 | 0.00% | 7 | -361 | -98.1% | -$26.30万 | 重新持有 |
| KKR | KKR & CO INC | $4,533 | 0.00% | 49 | -19 | -27.9% | -$1,758 | 减仓 |
| NULG | NUSHARES ETF TR | $4,274 | 0.00% | 47 | -6 | -11.3% | -$546 | 减仓 |
| VDC | VANGUARD WORLD FD | $3,923 | 0.00% | 17 | -4,661 | -99.6% | -$107.56万 | 重新持有 |
| ESML | ISHARES TR | $3,825 | 0.00% | 81 | -34 | -29.6% | -$1,606 | 减仓 |