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 |
|---|---|---|---|---|---|---|---|---|
| NANR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -2,317 | -100.0% | -$19.46万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -61 | -100.0% | -$5,792 | 清仓 |
| — | CHARGEPOINT HOLDINGS INC | $89 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $288 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $339 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $357 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $375 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $381 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $489 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,006 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,018 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $1,134 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $1,198 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $1,397 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1,440 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,596 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $1,873 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $1,954 | 0.00% | 151 | -38 | -20.1% | -$492 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,967 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $2,245 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA EXCHANGE-TRADE | $2,308 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES TR | $2,338 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $2,369 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2,473 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2,502 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,925 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,020 | 0.01% | 20 | 20 | — | $3,020 | 新建仓 |
| IYW | ISHARES TR | $4,038 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $4,121 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $4,128 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4,304 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $4,381 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $4,473 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4,545 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4,840 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $4,871 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5,095 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $5,106 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $5,146 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,251 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $5,402 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN PWR UTILS CORP | $5,878 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $6,068 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| NASA | TEMA ETF TRUST | $6,076 | 0.01% | 200 | 200 | — | $6,076 | 新建仓 |
| — | WISDOMTREE TR | $6,981 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $7,199 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $7,310 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SER TR | $7,368 | 0.02% | 108 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7,395 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| UUP | INVESCO DB US DLR INDEX TR | $7,557 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $8,292 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $8,307 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $8,376 | 0.02% | 300 | 300 | — | $8,376 | 新建仓 |
| ARKG | ARK ETF TR | $8,412 | 0.02% | 200 | 100 | 100.0% | $4,206 | 加仓 |
| SATL | SATELLOGIC INC | $8,580 | 0.02% | 1,500 | 1,500 | — | $8,580 | 新建仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $8,870 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $8,998 | 0.02% | 27 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $9,040 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $9,321 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $9,520 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $9,644 | 0.02% | 125 | -300 | -70.6% | -$2.31万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $9,717 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9,729 | 0.02% | 163 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.02万 | 0.02% | 100 | 100 | — | $1.02万 | 新建仓 |
| IYR | ISHARES TR | $1.03万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $1.05万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.08万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.11万 | 0.02% | 50 | 50 | — | $1.11万 | 新建仓 |
| — | CALAMOS ETF TR | $1.11万 | 0.02% | 400 | 400 | — | $1.11万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1.12万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.12万 | 0.03% | 50 | 50 | — | $1.12万 | 新建仓 |
| NKE | NIKE INC | $1.15万 | 0.03% | 281 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $1.20万 | 0.03% | 150 | 150 | — | $1.20万 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $1.22万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $1.24万 | 0.03% | 152 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.25万 | 0.03% | 200 | 200 | — | $1.25万 | 新建仓 |
| FDX | FEDEX CORP | $1.28万 | 0.03% | 41 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.29万 | 0.03% | 138 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.29万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $1.30万 | 0.03% | 490 | 65 | 15.3% | $1,724 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.32万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $1.34万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $1.36万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1.41万 | 0.03% | 160 | -30 | -15.8% | -$2,648 | 减仓 |
| ZTS | ZOETIS INC | $1.44万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.52万 | 0.03% | 54 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $1.54万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $1.60万 | 0.04% | 1,500 | 1,500 | — | $1.60万 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $1.61万 | 0.04% | 500 | 500 | — | $1.61万 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $1.68万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $1.71万 | 0.04% | 207 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.74万 | 0.04% | 85 | -5 | -5.6% | -$1,025 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.75万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.78万 | 0.04% | 366 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.79万 | 0.04% | 42 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $1.85万 | 0.04% | 634 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.88万 | 0.04% | 128 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.88万 | 0.04% | 79 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $1.90万 | 0.04% | 6,338 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SER TR | $1.94万 | 0.04% | 172 | 0 | 0.0% | — | 不变 |