Consilium Wealth Advisory, LLC
FRISCO TX · SEC CIK 0001904906
$3.37亿2026Q2 申报市值
101持仓数
53.1%前十大占比 · 第一大 11.0%
5 / 9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
AOR 加仓+$255.27万
VNQ 新建仓+$225.70万
DFAI 加仓+$149.73万
AOA 加仓+$111.47万
TSLA 新建仓+$91.77万
2026Q2 卖出最多 按季末市值估算
GLD 清仓-$560.87万
RTX 减仓-$147.06万
VTI 减仓-$145.91万
AMGN 减仓-$113.56万
AAPL 减仓-$106.31万
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 |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES TR | $893.59万 | 2.65% | 118,876 | 5,386 | 4.7% | $40.49万 | 加仓 |
| GOOGL | ALPHABET INC | $986.59万 | 2.93% | 27,607 | 1,932 | 7.5% | $69.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,039.36万 | 3.08% | 353,163 | 17,955 | 5.4% | $52.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,094.62万 | 3.25% | 29,581 | -3,943 | -11.8% | -$145.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,268.27万 | 3.76% | 153,470 | -1,026 | -0.7% | -$8.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,404.88万 | 4.17% | 70,213 | -3,004 | -4.1% | -$60.11万 | 减仓 |
| AAPL | APPLE INC | $2,133.16万 | 6.33% | 73,720 | -3,674 | -4.7% | -$106.31万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,182.57万 | 6.48% | 44,437 | -91 | -0.2% | -$4.47万 | 减仓 |
| AOR | ISHARES TR | $3,187.54万 | 9.46% | 458,638 | 36,730 | 8.7% | $255.27万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,691.44万 | 10.96% | 894,894 | 36,297 | 4.2% | $149.73万 | 加仓 |