CONSULTIVA WEALTH MANAGEMENT, CORP.
SAN JUAN PR · SEC CIK 0001845849
$4,437.33万2026Q2 申报市值
282持仓数
57.1%前十大占比 · 第一大 11.8%
21 / 2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
VXUS 加仓+$129.43万
VOO 加仓+$122.32万
RAAX 新建仓+$48.99万
VB 加仓+$48.20万
VGT 加仓+$47.63万
2026Q2 卖出最多 按季末市值估算
NANR 清仓-$19.46万
QAI 减仓-$17.63万
DD 减仓-$12.28万
AMD 减仓-$5.81万
GOOGL 减仓-$5.36万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR | $1.97万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $1.97万 | 0.04% | 28 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.99万 | 0.04% | 127 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $2.00万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.01万 | 0.05% | 40 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.02万 | 0.05% | 164 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES TR | $2.03万 | 0.05% | 630 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $2.04万 | 0.05% | 297 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2.07万 | 0.05% | 215 | -50 | -18.9% | -$4,821 | 减仓 |
| — | EATON VANCE SR INCOME TR | $2.11万 | 0.05% | 4,238 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.12万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.15万 | 0.05% | 219 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $2.16万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.16万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.18万 | 0.05% | 1,545 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION SHARES ETF TRUST | $2.25万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $2.27万 | 0.05% | 206 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $2.30万 | 0.05% | 287 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $2.30万 | 0.05% | 222 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $2.31万 | 0.05% | 215 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2.36万 | 0.05% | 695 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $2.38万 | 0.05% | 192 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2.40万 | 0.05% | 1,000 | 1,000 | — | $2.40万 | 新建仓 |
| TQQQ | PROSHARES TR | $2.43万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.48万 | 0.06% | 90 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $2.49万 | 0.06% | 40 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $2.49万 | 0.06% | 447 | 447 | — | $2.49万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $2.50万 | 0.06% | 198 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.59万 | 0.06% | 73 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $2.60万 | 0.06% | 159 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $2.67万 | 0.06% | 100 | -200 | -66.7% | -$5.33万 | 减仓 |
| — | EXXON MOBIL CORP | $2.73万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $2.76万 | 0.06% | 301 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2.83万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $2.86万 | 0.06% | 565 | 255 | 82.3% | $1.29万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $2.94万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $2.95万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $2.96万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2.99万 | 0.07% | 1,880 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $3.01万 | 0.07% | 320 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $3.02万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $3.02万 | 0.07% | 380 | 165 | 76.7% | $1.31万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $3.11万 | 0.07% | 137 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE DIVID IN | $3.13万 | 0.07% | 650 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SER TR | $3.17万 | 0.07% | 200 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $3.27万 | 0.07% | 600 | 300 | 100.0% | $1.64万 | 加仓 |
| EMN | EASTMAN CHEM CO | $3.35万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $3.35万 | 0.08% | 1,874 | 1,874 | — | $3.35万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3.46万 | 0.08% | 360 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $3.50万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.51万 | 0.08% | 299 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $3.54万 | 0.08% | 103 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $3.56万 | 0.08% | 438 | -26 | -5.6% | -$2,113 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $3.62万 | 0.08% | 2,003 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.77万 | 0.08% | 369 | -25 | -6.3% | -$2,555 | 减仓 |
| OKLO | OKLO INC | $3.79万 | 0.09% | 725 | 100 | 16.0% | $5,233 | 加仓 |
| CAH | CARDINAL HEALTH INC | $3.80万 | 0.09% | 160 | -43 | -21.2% | -$1.02万 | 减仓 |
| IBB | ISHARES TR | $3.80万 | 0.09% | 200 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3.83万 | 0.09% | 150 | 150 | — | $3.83万 | 新建仓 |
| TXG | 10X GENOMICS INC | $3.83万 | 0.09% | 1,000 | 1,000 | — | $3.83万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.83万 | 0.09% | 300 | 175 | 140.0% | $2.24万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3.84万 | 0.09% | 523 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.92万 | 0.09% | 786 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $3.94万 | 0.09% | 37 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3.94万 | 0.09% | 420 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4.01万 | 0.09% | 945 | 295 | 45.4% | $1.25万 | 加仓 |
| CVX | CHEVRON CORP NEW | $4.08万 | 0.09% | 246 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $4.09万 | 0.09% | 385 | 215 | 126.5% | $2.29万 | 加仓 |
| RBLX | ROBLOX CORP | $4.35万 | 0.10% | 800 | 300 | 60.0% | $1.63万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $4.43万 | 0.10% | 125 | 125 | — | $4.43万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS | $4.51万 | 0.10% | 520 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $4.69万 | 0.11% | 530 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $4.93万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $4.96万 | 0.11% | 178 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5.01万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $5.02万 | 0.11% | 150 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $5.05万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5.10万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5.12万 | 0.12% | 368 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SER TR | $5.18万 | 0.12% | 83 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.20万 | 0.12% | 418 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $5.21万 | 0.12% | 1,000 | 0 | 0.0% | — | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $5.28万 | 0.12% | 160 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5.30万 | 0.12% | 379 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.46万 | 0.12% | 853 | -2 | -0.2% | -$128 | 减仓 |
| CRM | SALESFORCE INC | $5.50万 | 0.12% | 351 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $5.55万 | 0.13% | 350 | 350 | — | $5.55万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.87万 | 0.13% | 850 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $5.97万 | 0.13% | 600 | 75 | 14.3% | $7,466 | 加仓 |
| NFLX | NETFLIX INC | $6.07万 | 0.14% | 850 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $6.08万 | 0.14% | 448 | -905 | -66.9% | -$12.28万 | 减仓 |
| ARKX | ARK ETF TR | $6.14万 | 0.14% | 1,800 | 300 | 20.0% | $1.02万 | 加仓 |
| LIN | LINDE PLC | $6.23万 | 0.14% | 120 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6.34万 | 0.14% | 100 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $6.44万 | 0.15% | 239 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.47万 | 0.15% | 150 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $6.49万 | 0.15% | 625 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $6.73万 | 0.15% | 2,461 | -300 | -10.9% | -$8,208 | 减仓 |
| ABBV | ABBVIE INC | $6.84万 | 0.15% | 272 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6.88万 | 0.15% | 832 | 0 | 0.0% | — | 不变 |