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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $785.59万 | 7.07% | 30,955 | 22,607 | 270.8% | $573.73万 | 加仓 |
| VV | VANGUARD INDEX FDS | $548.44万 | 4.93% | 18,352 | 4,036 | 28.2% | $120.61万 | 加仓 |
| AMGN | AMGEN INC | $430.56万 | 3.87% | 12,237 | 12,018 | 5,487.7% | $422.85万 | 加仓 |
| IWB | ISHARES TR | $426.35万 | 3.84% | 11,957 | -378 | -3.1% | -$13.48万 | 减仓 |
| IJR | ISHARES TR | $378.76万 | 3.41% | 30,469 | 5,820 | 23.6% | $72.35万 | 加仓 |
| IVV | ISHARES TR | $358.16万 | 3.22% | 5,483 | 288 | 5.5% | $18.81万 | 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 |
| AVGO | BROADCOM INC | $288.60万 | 2.60% | 9,325 | 7,566 | 430.1% | $234.16万 | 加仓 |
| AMZN | AMAZON COM INC | $267.36万 | 2.41% | 12,837 | 10,484 | 445.6% | $218.35万 | 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 |
| EFV | ISHARES TR | $263.49万 | 2.37% | 35,439 | 6,449 | 22.2% | $47.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $262.04万 | 2.36% | 13,356 | 2,213 | 19.9% | $43.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $261.03万 | 2.35% | 14,967 | 10,896 | 267.6% | $190.03万 | 加仓 |
| META | META PLATFORMS INC | $229.25万 | 2.06% | 4,007 | 1,883 | 88.7% | $107.73万 | 加仓 |
| GOOGL | ALPHABET INC | $227.20万 | 2.04% | 7,901 | 2,499 | 46.3% | $71.86万 | 加仓 |
| NVO | NOVO-NORDISK A S | $212.30万 | 1.91% | 57,768 | 57,768 | — | $212.30万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $209.19万 | 1.88% | 71,813 | -244 | -0.3% | -$7,108 | 减仓 |
| EFG | ISHARES TR | $202.36万 | 1.82% | 18,170 | -184,863 | -91.1% | -$2,058.82万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $195.23万 | 1.76% | 3,267 | 208 | 6.8% | $12.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $192.61万 | 1.73% | 5,203 | 4,054 | 352.8% | $150.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $190.46万 | 1.71% | 4,361 | 947 | 27.7% | $41.36万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $186.08万 | 1.67% | 39,633 | 6,699 | 20.3% | $31.45万 | 加仓 |
| GOOG | ALPHABET INC | $155.29万 | 1.40% | 5,414 | 5,396 | 29,977.8% | $154.78万 | 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 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.73万 | 1.17% | 24,001 | 5,794 | 31.8% | $31.32万 | 加仓 |
| AIQ | GLOBAL X FDS | $112.76万 | 1.01% | 24,160 | -256,766 | -91.4% | -$1,198.34万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $110.65万 | 1.00% | 7,564 | 1,225 | 19.3% | $17.92万 | 加仓 |
| BOTZ | GLOBAL X FDS | $108.40万 | 0.98% | 32,630 | 9,961 | 43.9% | $33.09万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $100.06万 | 0.90% | 6,864 | 1,813 | 35.9% | $26.43万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $96.66万 | 0.87% | 7,142 | 7,142 | — | $96.66万 | 新建仓 |
| TSLA | TESLA INC | $94.09万 | 0.85% | 2,531 | 933 | 58.4% | $34.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $89.04万 | 0.80% | 3,027 | 1,458 | 92.9% | $42.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.03万 | 0.79% | 4,587 | 4,578 | 50,866.7% | $87.86万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $84.73万 | 0.76% | 11,070 | 7,334 | 196.3% | $56.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $83.06万 | 0.75% | 11,279 | -428 | -3.7% | -$3.15万 | 减仓 |
| AGG | ISHARES TR | $76.31万 | 0.69% | 7,688 | 841 | 12.3% | $8.35万 | 加仓 |
| RTX | RTX CORPORATION | $74.18万 | 0.67% | 3,845 | 2,862 | 291.1% | $55.21万 | 加仓 |
| IWD | ISHARES TR | $70.11万 | 0.63% | 3,281 | 1,615 | 96.9% | $34.51万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $66.40万 | 0.60% | 14,119 | -607 | -4.1% | -$2.85万 | 减仓 |
| GOVT | ISHARES TR | $63.61万 | 0.57% | 27,767 | 27,767 | — | $63.61万 | 新建仓 |
| NFLX | NETFLIX INC. | $62.41万 | 0.56% | 6,491 | 5,841 | 898.6% | $56.16万 | 加仓 |
| FSK | FS KKR CAP CORP | $57.58万 | 0.52% | 56,563 | 15,039 | 36.2% | $15.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.52万 | 0.52% | 2,373 | 2,156 | 993.5% | $52.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.92万 | 0.51% | 673 | 84 | 14.3% | $7.10万 | 加仓 |
| ITOT | ISHARES TR | $55.24万 | 0.50% | 3,878 | 1,040 | 36.6% | $14.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $53.72万 | 0.48% | 2,198 | 515 | 30.6% | $12.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $52.63万 | 0.47% | 912 | 13 | 1.4% | $7,502 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $52.58万 | 0.47% | 10,747 | 10,747 | — | $52.58万 | 新建仓 |
| IJH | ISHARES TR | $51.62万 | 0.46% | 7,645 | 674 | 9.7% | $4.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.04万 | 0.45% | 2,419 | 986 | 68.8% | $20.40万 | 加仓 |
| BAC | BANK AMERICA CORP | $45.85万 | 0.41% | 9,405 | 8,191 | 674.7% | $39.93万 | 加仓 |
| ABBV | ABBVIE INC | $43.32万 | 0.39% | 1,992 | 727 | 57.5% | $15.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $41.17万 | 0.37% | 1,666 | 1,666 | — | $41.17万 | 新建仓 |
| BX | BLACKSTONE INC | $39.93万 | 0.36% | 3,473 | 3,473 | — | $39.93万 | 新建仓 |
| KO | COCA COLA CO | $38.27万 | 0.34% | 5,033 | 1,618 | 47.4% | $12.30万 | 加仓 |
| SHV | ISHARES TR | $36.56万 | 0.33% | 3,312 | 389 | 13.3% | $4.29万 | 加仓 |
| IEMG | ISHARES INC | $36.29万 | 0.33% | 5,203 | 3,336 | 178.7% | $23.27万 | 加仓 |
| — | EXXON MOBIL CORP | $36.22万 | 0.33% | 2,135 | 563 | 35.8% | $9.55万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $35.89万 | 0.32% | 3,201 | 3,201 | — | $35.89万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $35.06万 | 0.32% | 2,187 | 2,171 | 13,568.8% | $34.81万 | 加仓 |
| IDV | ISHARES TR | $34.60万 | 0.31% | 8,130 | 399 | 5.2% | $1.70万 | 加仓 |
| HD | HOME DEPOT INC | $32.41万 | 0.29% | 986 | 437 | 79.6% | $14.37万 | 加仓 |
| HYG | ISHARES TR | $32.39万 | 0.29% | 4,071 | 4,071 | — | $32.39万 | 新建仓 |
| HDV | ISHARES TR | $30.49万 | 0.27% | 2,246 | 1,776 | 377.9% | $24.11万 | 加仓 |
| LLY | ELI LILLY & CO | $30.00万 | 0.27% | 326 | 280 | 608.7% | $25.77万 | 加仓 |
| GEV | GE VERNOVA INC | $29.99万 | 0.27% | 344 | 166 | 93.3% | $14.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.75万 | 0.27% | 927 | 8 | 0.9% | $2,567 | 加仓 |
| GE | GE AEROSPACE | $29.00万 | 0.26% | 1,022 | 99 | 10.7% | $2.81万 | 加仓 |
| IDEV | ISHARES TR | $27.99万 | 0.25% | 3,349 | 79 | 2.4% | $6,602 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.52万 | 0.24% | 677 | 677 | — | $26.52万 | 新建仓 |
| IWM | ISHARES TR | $26.43万 | 0.24% | 4,039 | -3,806 | -48.5% | -$24.91万 | 减仓 |
| IWY | ISHARES TR | $26.38万 | 0.24% | 1,060 | 1,060 | — | $26.38万 | 新建仓 |
| EFA | ISHARES TR | $25.29万 | 0.23% | 2,604 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $24.77万 | 0.22% | 17,742 | 522 | 3.0% | $7,287 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $24.74万 | 0.22% | 2,532 | 128 | 5.3% | $1.25万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.70万 | 0.22% | 4,448 | 840 | 23.3% | $4.66万 | 加仓 |
| BIZD | VANECK ETF TRUST | $24.44万 | 0.22% | 19,092 | 12,123 | 174.0% | $15.52万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $23.45万 | 0.21% | 987 | 133 | 15.6% | $3.16万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.06万 | 0.21% | 4,175 | 33 | 0.8% | $1,823 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.05万 | 0.21% | 7,513 | 442 | 6.3% | $1.36万 | 加仓 |
| PULS | PGIM ETF TR | $23.04万 | 0.21% | 4,654 | 880 | 23.3% | $4.36万 | 加仓 |
| IEFA | ISHARES TR | $22.93万 | 0.21% | 2,532 | 171 | 7.2% | $1.55万 | 加仓 |
| V | VISA INC | $22.91万 | 0.21% | 758 | 568 | 298.9% | $17.17万 | 加仓 |
| JNK | SPDR SERIES TRUST | $22.87万 | 0.21% | 2,389 | 2,389 | — | $22.87万 | 新建仓 |
| DXJ | WISDOMTREE TR | $22.59万 | 0.20% | 1,425 | 1,425 | — | $22.59万 | 新建仓 |
| IXUS | ISHARES TR | $22.01万 | 0.20% | 2,540 | 2,540 | — | $22.01万 | 新建仓 |
| WMT | WALMART INC | $22.00万 | 0.20% | 1,770 | 1,196 | 208.4% | $14.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $21.81万 | 0.20% | 2,380 | 2,380 | — | $21.81万 | 新建仓 |
| IWF | ISHARES TR | $21.49万 | 0.19% | 504 | 497 | 7,100.0% | $21.19万 | 加仓 |
| MS | MORGAN STANLEY | $21.35万 | 0.19% | 1,297 | 580 | 80.9% | $9.55万 | 加仓 |
| USIG | ISHARES TR | $21.10万 | 0.19% | 4,119 | 4,119 | — | $21.10万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.90万 | 0.19% | 3,688 | 17 | 0.5% | $964 | 加仓 |
| UNM | UNUM GROUP | $20.69万 | 0.19% | 2,832 | -2,563 | -47.5% | -$18.72万 | 重新持有 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $19.84万 | 0.18% | 9,715 | 9,715 | — | $19.84万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $19.77万 | 0.18% | 2,229 | 5 | 0.2% | $443 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $19.34万 | 0.17% | 5,034 | 2 | 0.0% | $77 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $19.26万 | 0.17% | 896 | 59 | 7.0% | $1.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $19.21万 | 0.17% | 1,962 | 420 | 27.2% | $4.11万 | 加仓 |
| CSCO | CISCO SYS INC | $19.17万 | 0.17% | 2,470 | 1,573 | 175.4% | $12.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $18.77万 | 0.17% | 694 | 667 | 2,470.4% | $18.04万 | 加仓 |