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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $540.97万 | 1.30% | 18,695 | 256 | 1.4% | $7.41万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $558.79万 | 1.34% | 110,476 | 95,512 | 638.3% | $483.10万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $571.88万 | 1.37% | 13,965 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $595.28万 | 1.43% | 62,946 | 858 | 1.4% | $8.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $625.25万 | 1.50% | 31,249 | 526 | 1.7% | $10.52万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $643.32万 | 1.54% | 83,429 | -2,811 | -3.3% | -$21.68万 | 减仓 |
| STIP | STIP - ISHARES 0-5 YEAR TIPS BOND ETF | $763.67万 | 1.83% | 74,752 | -37,077 | -33.2% | -$378.78万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $845.54万 | 2.03% | 87,549 | -2,195 | -2.4% | -$21.20万 | 减仓 |
| QQQ | QQQ - INVESCO QQQ TRUST SERIES I | $995.92万 | 2.39% | 13,524 | 21 | 0.2% | $1.55万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $997.78万 | 2.39% | 131,651 | -2,728 | -2.0% | -$20.68万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $1,075.07万 | 2.58% | 133,434 | -5,982 | -4.3% | -$48.20万 | 减仓 |
| LQD | LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1,104.21万 | 2.65% | 101,239 | 2,868 | 2.9% | $31.28万 | 加仓 |
| CGDV | CGDV - CAPITAL GROUP DIVIDEND VALUE ETF | $1,179.05万 | 2.83% | 239,256 | 1,275 | 0.5% | $6.28万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,861.26万 | 4.46% | 118,589 | 2,588 | 2.2% | $40.62万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,577.67万 | 6.18% | 69,103 | 2,162 | 3.2% | $80.65万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,347.27万 | 8.02% | 140,441 | 26,776 | 23.6% | $638.18万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,555.25万 | 8.52% | 498,983 | 15,127 | 3.1% | $107.78万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $4,209.49万 | 10.09% | 138,941 | 65,205 | 88.4% | $1,975.51万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $7,537.39万 | 18.06% | 100,647 | 302 | 0.3% | $22.62万 | 加仓 |