CONSILIO WEALTH ADVISORS, LLC
BELLEVUE WA · SEC CIK 0001908944
$4.17亿2026Q2 申报市值
110持仓数
65.8%前十大占比 · 第一大 18.1%
15 / 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
QQQM 加仓+$1,975.51万
AMZN 加仓+$638.18万
VTEB 加仓+$483.10万
XOM 新建仓+$116.02万
VEA 加仓+$107.78万
2026Q2 卖出最多 按季末市值估算
STIP 减仓-$378.78万
EXXON MOBIL CORP 清仓-$153.31万
DFSU 清仓-$97.46万
VO 减仓-$48.20万
VTI 清仓-$25.05万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -9,036 | -100.0% | -$153.31万 | 清仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $0 | 0.00% | 0 | -23,720 | -100.0% | -$97.46万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -781 | -100.0% | -$25.05万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -7,748 | -100.0% | -$22.46万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -7,614 | -100.0% | -$21.38万 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -683 | -100.0% | -$21.23万 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -1,455 | -100.0% | -$20.28万 | 清仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $0 | 0.00% | 0 | -5,509 | -100.0% | -$20.25万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -210 | -100.0% | -$20.20万 | 清仓 |
| INTC | INTEL CORP COM 看涨期权 | $1.40万 | 0.00% | 100 | 100 | — | $1.40万 | 新建仓 |
| MSFT | MICROSOFT CORP COM 看涨期权 | $3.73万 | 0.01% | 100 | 100 | — | $3.73万 | 新建仓 |
| TSLA | TESLA INC COM 看涨期权 | $4.21万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A 看涨期权 | $5.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $20.74万 | 0.05% | 150 | 150 | — | $20.74万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $20.95万 | 0.05% | 1,383 | -13 | -0.9% | -$1,970 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $21.67万 | 0.05% | 1,216 | 1,169 | 2,487.2% | $20.84万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $21.77万 | 0.05% | 972 | 972 | — | $21.77万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $21.80万 | 0.05% | 1,180 | -364 | -23.6% | -$6.72万 | 重新持有 |
| NEE | NEXTERA ENERGY INC COM | $22.35万 | 0.05% | 2,546 | 2 | 0.1% | $176 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $22.56万 | 0.05% | 450 | -81 | -15.3% | -$4.06万 | 减仓 |
| ETN | EATON CORP PLC SHS | $22.61万 | 0.05% | 530 | 530 | — | $22.61万 | 新建仓 |
| UNP | UNION PAC CORP COM | $23.58万 | 0.06% | 867 | 8 | 0.9% | $2,176 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $23.63万 | 0.06% | 2,604 | 489 | 23.1% | $4.44万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $24.12万 | 0.06% | 316 | 316 | — | $24.12万 | 新建仓 |
| IVE | IVE - ISHARES S&P 500 VALUE ETF | $24.93万 | 0.06% | 1,098 | 1,098 | — | $24.93万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $25.33万 | 0.06% | 749 | 8 | 1.1% | $2,706 | 加仓 |
| APH | AMPHENOL CORP CL A | $25.55万 | 0.06% | 1,449 | 1,449 | — | $25.55万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $25.64万 | 0.06% | 1,547 | 2 | 0.1% | $332 | 加仓 |
| LIN | LINDE PLC SHS | $25.69万 | 0.06% | 495 | -15 | -2.9% | -$7,784 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $26.45万 | 0.06% | 613 | 613 | — | $26.45万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $26.83万 | 0.06% | 1,917 | 21 | 1.1% | $2,939 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $26.90万 | 0.06% | 1,341 | 21 | 1.6% | $4,213 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $27.56万 | 0.07% | 10,055 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $28.48万 | 0.07% | 787 | 11 | 1.4% | $3,981 | 加仓 |
| PEP | PEPSICO INC COM | $28.49万 | 0.07% | 2,104 | -158 | -7.0% | -$2.14万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $28.49万 | 0.07% | 3,448 | 57 | 1.7% | $4,710 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $28.58万 | 0.07% | 1,949 | -189 | -8.8% | -$2.77万 | 减仓 |
| HD | HOME DEPOT INC COM | $28.62万 | 0.07% | 811 | -180 | -18.2% | -$6.35万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.93万 | 0.07% | 2,421 | -11 | -0.5% | -$1,314 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $29.52万 | 0.07% | 1,632 | 24 | 1.5% | $4,342 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $30.62万 | 0.07% | 898 | 898 | — | $30.62万 | 新建仓 |
| SNDK | SANDISK CORP COM | $31.15万 | 0.07% | 137 | 137 | — | $31.15万 | 新建仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $31.23万 | 0.07% | 908 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $32.03万 | 0.08% | 1,139 | -55 | -4.6% | -$1.55万 | 减仓 |
| CRM | SALESFORCE INC COM | $32.32万 | 0.08% | 2,063 | -58 | -2.7% | -$9,088 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $32.83万 | 0.08% | 2,814 | -141 | -4.8% | -$1.65万 | 减仓 |
| RTX | RTX CORPORATION COM | $33.68万 | 0.08% | 1,775 | 13 | 0.7% | $2,467 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $35.84万 | 0.09% | 371 | 371 | — | $35.84万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $36.35万 | 0.09% | 309 | -6 | -1.9% | -$7,058 | 减仓 |
| KO | COCA COLA CO COM | $36.54万 | 0.09% | 4,496 | 33 | 0.7% | $2,682 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $36.80万 | 0.09% | 2,166 | 76 | 3.6% | $1.29万 | 加仓 |
| MRK | MERCK & CO INC COM | $36.85万 | 0.09% | 2,867 | -11 | -0.4% | -$1,414 | 减仓 |
| TMUS | T-MOBILE US INC COM | $36.92万 | 0.09% | 2,201 | 2,201 | — | $36.92万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $36.97万 | 0.09% | 985 | 32 | 3.4% | $1.20万 | 加仓 |
| NFLX | NETFLIX INC. COM | $39.87万 | 0.10% | 5,584 | -38 | -0.7% | -$2,713 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $41.91万 | 0.10% | 2,005 | 32 | 1.6% | $6,689 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $42.30万 | 0.10% | 2,741 | 9 | 0.3% | $1,389 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $44.25万 | 0.11% | 1,065 | 120 | 12.7% | $4.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $45.00万 | 0.11% | 876 | -12 | -1.4% | -$6,165 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $45.88万 | 0.11% | 1,793 | -1 | -0.1% | -$256 | 减仓 |
| CSCO | CISCO SYS INC COM | $48.96万 | 0.12% | 4,168 | 5 | 0.1% | $587 | 加仓 |
| GE | GE AEROSPACE COM NEW | $49.24万 | 0.12% | 1,317 | -25 | -1.9% | -$9,346 | 减仓 |
| ORCL | ORACLE CORP COM | $49.50万 | 0.12% | 3,378 | 101 | 3.1% | $1.48万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $51.28万 | 0.12% | 9,000 | 65 | 0.7% | $3,704 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $52.52万 | 0.13% | 561 | -30 | -5.1% | -$2.81万 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $57.52万 | 0.14% | 7,101 | 7,101 | — | $57.52万 | 新建仓 |
| NTAP | NETAPP INC COM | $58.00万 | 0.14% | 3,748 | -422 | -10.1% | -$6.53万 | 减仓 |
| KLAC | KLA CORP COM NEW | $60.09万 | 0.14% | 1,992 | 32 | 1.6% | $9,652 | 加仓 |
| CAT | CATERPILLAR INC COM | $61.34万 | 0.15% | 576 | 9 | 1.6% | $9,584 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $62.35万 | 0.15% | 976 | -31 | -3.1% | -$1.98万 | 减仓 |
| WMT | WALMART INC COM | $63.04万 | 0.15% | 5,566 | -74 | -1.3% | -$8,381 | 减仓 |
| ABBV | ABBVIE INC COM | $65.64万 | 0.16% | 2,608 | 1 | 0.0% | $252 | 加仓 |
| V | VISA INC COM CL A | $67.46万 | 0.16% | 1,966 | 88 | 4.7% | $3.02万 | 加仓 |
| INTC | INTEL CORP COM | $68.21万 | 0.16% | 4,885 | 219 | 4.7% | $3.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $69.52万 | 0.17% | 2,737 | -49 | -1.8% | -$1.24万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $74.98万 | 0.18% | 1,730 | -29 | -1.6% | -$1.26万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $86.68万 | 0.21% | 1,199 | 9 | 0.8% | $6,507 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $100.19万 | 0.24% | 5,327 | 1 | 0.0% | $188 | 加仓 |
| LLY | ELI LILLY & CO COM | $111.32万 | 0.27% | 928 | 19 | 2.1% | $2.28万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $116.02万 | 0.28% | 8,486 | 8,486 | — | $116.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $117.98万 | 0.28% | 2,031 | 49 | 2.5% | $2.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $124.25万 | 0.30% | 2,483 | -140 | -5.3% | -$7.01万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $130.42万 | 0.31% | 12,119 | 133 | 1.1% | $1.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $130.74万 | 0.31% | 3,994 | 55 | 1.4% | $1.80万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $150.61万 | 0.36% | 10,951 | 1,660 | 17.9% | $22.83万 | 加仓 |
| TSLA | TESLA INC COM | $156.59万 | 0.38% | 3,723 | 38 | 1.0% | $1.60万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $168.57万 | 0.40% | 22,149 | 243 | 1.1% | $1.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $189.20万 | 0.45% | 1,639 | 36 | 2.2% | $4.16万 | 加仓 |
| AVGO | BROADCOM INC COM | $203.12万 | 0.49% | 5,377 | 79 | 1.5% | $2.98万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $246.78万 | 0.59% | 3,305 | 10 | 0.3% | $7,467 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $259.44万 | 0.62% | 7,343 | 2,820 | 62.3% | $99.64万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $260.73万 | 0.62% | 32,991 | 0 | 0.0% | — | 不变 |
| IWM | IWM- ISHARES RUSSELL 2000 ETF | $269.26万 | 0.65% | 8,962 | 14 | 0.2% | $4,206 | 加仓 |
| META | META PLATFORMS INC CL A | $356.39万 | 0.85% | 6,327 | 27 | 0.4% | $1.52万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $382.02万 | 0.92% | 5,562 | 63 | 1.1% | $4.33万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $383.00万 | 0.92% | 10,717 | 225 | 2.1% | $8.04万 | 加仓 |
| IGIB | IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $402.96万 | 0.97% | 75,788 | 319 | 0.4% | $1.70万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $421.15万 | 1.01% | 57,369 | 338 | 0.6% | $2.48万 | 加仓 |
| HMOP | HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF | $470.61万 | 1.13% | 120,221 | 2,658 | 2.3% | $10.40万 | 加仓 |
| EFG | EFG - ISHARES MSCI EAFE GROWTH ETF | $516.09万 | 1.24% | 41,480 | 1,161 | 2.9% | $14.45万 | 加仓 |