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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $17.47万 | 0.13% | 780 | -4 | -0.5% | -$896 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $17.05万 | 0.13% | 8,693 | 91 | 1.1% | $1,785 | 加仓 |
| IEFA | ISHARES TR | $16.55万 | 0.12% | 1,714 | -818 | -32.3% | -$7.90万 | 减仓 |
| PGR | PROGRESSIVE CORP | $16.54万 | 0.12% | 757 | -49 | -6.1% | -$1.07万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $16.11万 | 0.12% | 1,606 | 1,606 | — | $16.11万 | 新建仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $15.90万 | 0.12% | 15,665 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $15.81万 | 0.12% | 1,555 | 1,555 | — | $15.81万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $15.06万 | 0.11% | 1,027 | -169 | -14.1% | -$2.48万 | 减仓 |
| BLK | BLACKROCK INC | $15.03万 | 0.11% | 156 | 2 | 1.3% | $1,927 | 加仓 |
| COR | CENCORA INC | $14.32万 | 0.11% | 506 | 9 | 1.8% | $2,547 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.77万 | 0.10% | 237 | 115 | 94.3% | $6.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $13.43万 | 0.10% | 310 | -5 | -1.6% | -$2,167 | 减仓 |
| VTI | VANGUARD INDEX FDS | $13.33万 | 0.10% | 360 | -567 | -61.2% | -$20.99万 | 减仓 |
| CI | THE CIGNA GROUP | $13.25万 | 0.10% | 480 | -43 | -8.2% | -$1.19万 | 减仓 |
| OKLO | OKLO INC | $13.17万 | 0.10% | 2,517 | -836 | -24.9% | -$4.37万 | 减仓 |
| FSK | FS KKR CAP CORP | $12.84万 | 0.10% | 12,228 | -44,335 | -78.4% | -$46.55万 | 减仓 |
| ORCL | ORACLE CORP | $12.54万 | 0.09% | 856 | 184 | 27.4% | $2.70万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $12.42万 | 0.09% | 2,461 | -1,262 | -33.9% | -$6.37万 | 减仓 |
| UNP | UNION PAC CORP | $12.33万 | 0.09% | 453 | 71 | 18.6% | $1.93万 | 加仓 |
| — | HONEYWELL INTL INC | $12.29万 | 0.09% | 549 | 549 | — | $12.29万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.99万 | 0.09% | 251 | -143 | -36.3% | -$6.83万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $11.79万 | 0.09% | 730 | -2,471 | -77.2% | -$39.92万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $11.76万 | 0.09% | 2,505 | 158 | 6.7% | $7,416 | 加仓 |
| AMAT | APPLIED MATLS INC | $11.65万 | 0.09% | 161 | -19 | -10.6% | -$1.37万 | 减仓 |
| CVS | CVS HEALTH CORP | $11.50万 | 0.09% | 1,112 | 1,112 | — | $11.50万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.11万 | 0.08% | 222 | 65 | 41.4% | $3.25万 | 加仓 |
| WFC | WELLS FARGO & CO | $11.09万 | 0.08% | 1,342 | -72 | -5.1% | -$5,948 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.95万 | 0.08% | 117 | 15 | 14.7% | $1.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $10.72万 | 0.08% | 901 | -1,061 | -54.1% | -$12.62万 | 减仓 |
| IWM | ISHARES TR | $10.66万 | 0.08% | 355 | -3,684 | -91.2% | -$110.65万 | 减仓 |
| TJX | TJX COS INC NEW | $10.65万 | 0.08% | 703 | 703 | — | $10.65万 | 新建仓 |
| PULS | PGIM ETF TR | $10.20万 | 0.08% | 2,058 | -2,596 | -55.8% | -$12.86万 | 减仓 |
| MRNA | MODERNA INC | $9.69万 | 0.07% | 1,383 | 901 | 186.9% | $6.31万 | 加仓 |
| MCD | MCDONALDS CORP | $8.02万 | 0.06% | 297 | -111 | -27.2% | -$3.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7.95万 | 0.06% | 1,877 | -100 | -5.1% | -$4,234 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.89万 | 0.06% | 1,107 | -158 | -12.5% | -$1.13万 | 减仓 |
| DGT | SPDR SERIES TRUST | $7.73万 | 0.06% | 1,271 | -459 | -26.5% | -$2.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $7.54万 | 0.06% | 444 | 444 | — | $7.54万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $7.44万 | 0.06% | 210 | 129 | 159.3% | $4.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.40万 | 0.06% | 99 | -121 | -55.0% | -$9.04万 | 减仓 |
| GE | GE AEROSPACE | $7.22万 | 0.05% | 193 | -829 | -81.1% | -$31.03万 | 减仓 |
| VFH | VANGUARD WORLD FD | $6.94万 | 0.05% | 527 | 527 | — | $6.94万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $6.90万 | 0.05% | 250 | 250 | — | $6.90万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.81万 | 0.05% | 747 | 747 | — | $6.81万 | 新建仓 |
| DGRO | ISHARES TR | $6.25万 | 0.05% | 825 | -1,550 | -65.3% | -$11.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $6.23万 | 0.05% | 392 | -63 | -13.8% | -$1.00万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5.96万 | 0.04% | 650 | 169 | 35.1% | $1.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5.73万 | 0.04% | 144 | 18 | 14.3% | $7,164 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5.58万 | 0.04% | 773 | -26 | -3.3% | -$1,876 | 减仓 |
| VHT | VANGUARD WORLD FD | $5.37万 | 0.04% | 180 | 180 | — | $5.37万 | 新建仓 |
| ABNB | AIRBNB INC | $5.22万 | 0.04% | 365 | 162 | 79.8% | $2.32万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.12万 | 0.04% | 216 | -680 | -75.9% | -$16.13万 | 减仓 |
| VCR | VANGUARD WORLD FD | $5.09万 | 0.04% | 128 | 128 | — | $5.09万 | 新建仓 |
| NOBL | PROSHARES TR | $5.07万 | 0.04% | 902 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5.02万 | 0.04% | 273 | 273 | — | $5.02万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $4.98万 | 0.04% | 138 | 138 | — | $4.98万 | 新建仓 |
| SHOP | SHOPIFY INC | $4.98万 | 0.04% | 436 | 45 | 11.5% | $5,138 | 加仓 |
| DIS | DISNEY WALT CO | $4.53万 | 0.03% | 471 | 110 | 30.5% | $1.06万 | 加仓 |
| WRB | BERKLEY W R CORP | $4.51万 | 0.03% | 640 | 606 | 1,782.4% | $4.27万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4.17万 | 0.03% | 234 | 59 | 33.7% | $1.05万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3.46万 | 0.03% | 79 | 77 | 3,850.0% | $3.37万 | 加仓 |
| KLAC | KLA CORP | $3.32万 | 0.02% | 110 | 110 | — | $3.32万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.25万 | 0.02% | 96 | -144 | -60.0% | -$4.87万 | 减仓 |
| INTC | INTEL CORP | $3.24万 | 0.02% | 232 | 232 | — | $3.24万 | 新建仓 |
| PFE | PFIZER INC | $3.01万 | 0.02% | 1,249 | 312 | 33.3% | $7,511 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2.98万 | 0.02% | 562 | -2,152 | -79.3% | -$11.43万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2.95万 | 0.02% | 233 | -148 | -38.8% | -$1.87万 | 减仓 |
| T | AT&T INC | $2.71万 | 0.02% | 1,308 | -908 | -41.0% | -$1.88万 | 减仓 |
| ETR | ENTERGY CORP NEW | $2.61万 | 0.02% | 227 | -16 | -6.6% | -$1,838 | 减仓 |
| — | ENGENE HOLDINGS INC | $2.60万 | 0.02% | 15,000 | 15,000 | — | $2.60万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $2.56万 | 0.02% | 114 | 97 | 570.6% | $2.18万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $2.53万 | 0.02% | 5,350 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.51万 | 0.02% | 246 | 78 | 46.4% | $7,971 | 加仓 |
| — | RIVERVIEW BANCORP INC | $2.47万 | 0.02% | 4,555 | -88 | -1.9% | -$478 | 减仓 |
| QCOM | QUALCOMM INC | $2.41万 | 0.02% | 130 | -42 | -24.4% | -$7,775 | 减仓 |
| SNOW | SNOWFLAKE INC | $2.29万 | 0.02% | 90 | -1 | -1.1% | -$254 | 减仓 |
| VDE | VANGUARD WORLD FD | $1.83万 | 0.01% | 122 | -197 | -61.8% | -$2.96万 | 减仓 |
| CRM | SALESFORCE INC | $1.83万 | 0.01% | 117 | 76 | 185.4% | $1.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.55万 | 0.01% | 39 | 10 | 34.5% | $3,977 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.49万 | 0.01% | 45 | 38 | 542.9% | $1.25万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.42万 | 0.01% | 84 | 84 | — | $1.42万 | 新建仓 |
| SO | SOUTHERN CO | $1.35万 | 0.01% | 141 | -329 | -70.0% | -$3.15万 | 减仓 |
| — | BELPOINTE PREP LLC | $1.32万 | 0.01% | 292 | -81 | -21.7% | -$3,669 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.29万 | 0.01% | 52 | -51 | -49.5% | -$1.27万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.29万 | 0.01% | 102 | 38 | 59.4% | $4,808 | 加仓 |
| MPC | MARATHON PETE CORP | $1.28万 | 0.01% | 50 | 25 | 100.0% | $6,400 | 加仓 |
| SHY | ISHARES TR | $1.23万 | 0.01% | 80 | -11 | -12.1% | -$1,697 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.17万 | 0.01% | 422 | -206 | -32.8% | -$5,711 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1.16万 | 0.01% | 216 | -230 | -51.6% | -$1.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.15万 | 0.01% | 160 | -46 | -22.3% | -$3,310 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1.09万 | 0.01% | 241 | 221 | 1,105.0% | $1.00万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $1.09万 | 0.01% | 57 | -85 | -59.9% | -$1.62万 | 减仓 |
| VAW | VANGUARD WORLD FD | $1.01万 | 0.01% | 44 | 44 | — | $1.01万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $9,789 | 0.01% | 54 | -280 | -83.8% | -$5.08万 | 减仓 |
| IHAK | ISHARES TR | $9,175 | 0.01% | 151 | 151 | — | $9,175 | 新建仓 |
| ICSH | ISHARES TR | $8,323 | 0.01% | 165 | 165 | — | $8,323 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,318 | 0.01% | 65 | 65 | — | $8,318 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7,966 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $6,884 | 0.01% | 75 | 26 | 53.1% | $2,386 | 加仓 |
| — | NUSHARES ETF TR | $6,794 | 0.01% | 170 | -37 | -17.9% | -$1,479 | 减仓 |