CONSILIO WEALTH ADVISORS, LLC
BELLEVUE WA · SEC CIK 0001908944
$3.42亿2026Q1 申报市值
101持仓数
64.5%前十大占比 · 第一大 19.1%
11 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQM 加仓+$1,679.78万
VEA 加仓+$1,560.69万
STIP 新建仓+$1,156.65万
CGDV 加仓+$983.25万
IEF 新建仓+$592.57万
2026Q1 卖出最多 按季末市值估算
DGRO 减仓-$1,634.24万
IJH 减仓-$1,082.05万
QQQ 减仓-$1,035.54万
ZROZ 清仓-$491.00万
TLT 清仓-$296.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $6,554.62万 | 19.14% | 100,345 | -4,016 | -3.8% | -$262.33万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,100.55万 | 9.06% | 483,856 | 243,553 | 101.4% | $1,560.69万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,477.96万 | 7.24% | 66,941 | 6,162 | 10.1% | $228.10万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,367.30万 | 6.91% | 113,665 | -546 | -0.5% | -$11.37万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,752.11万 | 5.12% | 73,736 | 70,692 | 2,322.3% | $1,679.78万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,604.53万 | 4.69% | 116,001 | 10,679 | 10.1% | $147.71万 | 加仓 |
| STIP | STIP - ISHARES 0-5 YEAR TIPS BOND ETF | $1,156.65万 | 3.38% | 111,829 | 111,829 | — | $1,156.65万 | 新建仓 |
| LQD | LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1,072.15万 | 3.13% | 98,371 | 17,388 | 21.5% | $189.51万 | 加仓 |
| CGDV | CGDV - CAPITAL GROUP DIVIDEND VALUE ETF | $1,012.37万 | 2.96% | 237,981 | 231,136 | 3,376.7% | $983.25万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,000.94万 | 2.92% | 34,854 | -1,558 | -4.3% | -$44.74万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $943.07万 | 2.75% | 134,379 | -232,863 | -63.4% | -$1,634.24万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $812.46万 | 2.37% | 89,744 | -774 | -0.9% | -$7.01万 | 减仓 |
| QQQ | QQQ - INVESCO QQQ TRUST SERIES I | $779.34万 | 2.28% | 13,503 | -17,942 | -57.1% | -$1,035.54万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $592.57万 | 1.73% | 62,088 | 62,088 | — | $592.57万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $582.38万 | 1.70% | 86,240 | -160,233 | -65.0% | -$1,082.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $535.81万 | 1.56% | 30,723 | 370 | 1.2% | $6.45万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $497.95万 | 1.45% | 13,965 | -312 | -2.2% | -$11.13万 | 减仓 |
| AAPL | APPLE INC COM | $467.96万 | 1.37% | 18,439 | 152 | 0.8% | $3.86万 | 加仓 |
| HMOP | HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF | $455.44万 | 1.33% | 117,563 | -2,541 | -2.1% | -$9.84万 | 减仓 |
| EFG | EFG - ISHARES MSCI EAFE GROWTH ETF | $449.03万 | 1.31% | 40,319 | -304 | -0.7% | -$3.39万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $419.97万 | 1.23% | 57,031 | -4,675 | -7.6% | -$34.43万 | 减仓 |
| IGIB | IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $401.65万 | 1.17% | 75,469 | -843 | -1.1% | -$4.49万 | 减仓 |
| META | META PLATFORMS INC CL A | $360.44万 | 1.05% | 6,300 | -394 | -5.9% | -$22.54万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $328.59万 | 0.96% | 5,499 | -30 | -0.5% | -$1.79万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $301.71万 | 0.88% | 10,492 | -5 | -0.0% | -$1,438 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $261.52万 | 0.76% | 32,991 | -87 | -0.3% | -$6,896 | 减仓 |
| IWM | IWM- ISHARES RUSSELL 2000 ETF | $221.92万 | 0.65% | 8,948 | 10 | 0.1% | $2,480 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $214.30万 | 0.63% | 3,295 | -203 | -5.8% | -$13.20万 | 减仓 |
| AVGO | BROADCOM INC COM | $163.98万 | 0.48% | 5,298 | 61 | 1.2% | $1.89万 | 加仓 |
| — | EXXON MOBIL CORP COM | $153.31万 | 0.45% | 9,036 | 794 | 9.6% | $13.47万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $149.99万 | 0.44% | 21,906 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $136.99万 | 0.40% | 3,685 | 16 | 0.4% | $5,948 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $129.75万 | 0.38% | 4,523 | 1,235 | 37.6% | $35.43万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $127.23万 | 0.37% | 11,986 | -543 | -4.3% | -$5.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $125.69万 | 0.37% | 2,623 | 154 | 6.2% | $7.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $115.87万 | 0.34% | 3,939 | -44 | -1.1% | -$1.29万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $105.09万 | 0.31% | 9,291 | -25 | -0.3% | -$2,828 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $97.46万 | 0.28% | 23,720 | 23,720 | — | $97.46万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $83.61万 | 0.24% | 909 | 23 | 2.6% | $2.12万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $82.62万 | 0.24% | 5,326 | -217 | -3.9% | -$3.37万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $74.66万 | 0.22% | 14,964 | 4,539 | 43.5% | $22.65万 | 加仓 |
| WMT | WALMART INC COM | $70.09万 | 0.20% | 5,640 | 95 | 1.7% | $1.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $68.11万 | 0.20% | 2,786 | 63 | 2.3% | $1.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $58.93万 | 0.17% | 591 | 51 | 9.4% | $5.09万 | 加仓 |
| V | VISA INC COM CL A | $56.77万 | 0.17% | 1,878 | 59 | 3.2% | $1.78万 | 加仓 |
| ABBV | ABBVIE INC COM | $56.70万 | 0.17% | 2,607 | 23 | 0.9% | $5,002 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $54.16万 | 0.16% | 1,603 | -9 | -0.6% | -$3,041 | 减仓 |
| NFLX | NETFLIX INC. COM | $54.06万 | 0.16% | 5,622 | 262 | 4.9% | $2.52万 | 加仓 |
| ORCL | ORACLE CORP COM | $48.21万 | 0.14% | 3,277 | -107 | -3.2% | -$1.57万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $44.38万 | 0.13% | 888 | -49 | -5.2% | -$2.45万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $43.56万 | 0.13% | 8,935 | -457 | -4.9% | -$2.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $43.23万 | 0.13% | 2,955 | 610 | 26.0% | $8.92万 | 加仓 |
| NTAP | NETAPP INC COM | $42.70万 | 0.12% | 4,170 | -1,795 | -30.1% | -$18.38万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $41.42万 | 0.12% | 1,794 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $40.67万 | 0.12% | 1,190 | 32 | 2.8% | $1.09万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $40.32万 | 0.12% | 1,982 | -26 | -1.3% | -$5,289 | 减仓 |
| CAT | CATERPILLAR INC COM | $40.17万 | 0.12% | 567 | 3 | 0.5% | $2,125 | 加仓 |
| CRM | SALESFORCE INC COM | $39.59万 | 0.12% | 2,121 | -9 | -0.4% | -$1,680 | 减仓 |
| GE | GE AEROSPACE COM NEW | $38.09万 | 0.11% | 1,342 | 24 | 1.8% | $6,812 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $37.59万 | 0.11% | 1,759 | 50 | 2.9% | $1.07万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $36.09万 | 0.11% | 2,732 | 483 | 21.5% | $6.38万 | 加仓 |
| PEP | PEPSICO INC COM | $35.13万 | 0.10% | 2,262 | -28 | -1.2% | -$4,348 | 减仓 |
| MRK | MERCK & CO INC COM | $34.62万 | 0.10% | 2,878 | 81 | 2.9% | $9,743 | 加仓 |
| RTX | RTX CORPORATION COM | $33.99万 | 0.10% | 1,762 | 14 | 0.8% | $2,701 | 加仓 |
| KO | COCA COLA CO COM | $33.94万 | 0.10% | 4,463 | -53 | -1.2% | -$4,031 | 减仓 |
| HD | HOME DEPOT INC COM | $32.61万 | 0.10% | 991 | -43 | -4.2% | -$1.41万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $32.47万 | 0.09% | 1,973 | 11 | 0.6% | $1,810 | 加仓 |
| CSCO | CISCO SYS INC COM | $32.30万 | 0.09% | 4,163 | -390 | -8.6% | -$3.03万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $31.97万 | 0.09% | 1,545 | 97 | 6.7% | $2.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $30.87万 | 0.09% | 2,138 | 194 | 10.0% | $2.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $28.94万 | 0.08% | 1,194 | 15 | 1.3% | $3,636 | 加仓 |
| KLAC | KLA CORP COM NEW | $28.87万 | 0.08% | 196 | -2 | -1.0% | -$2,946 | 减仓 |
| GEV | GE VERNOVA INC COM | $27.53万 | 0.08% | 315 | 5 | 1.6% | $4,370 | 加仓 |
| AMGN | AMGEN INC COM | $27.30万 | 0.08% | 776 | 18 | 2.4% | $6,333 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $27.29万 | 0.08% | 2,011 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $27.24万 | 0.08% | 1,007 | 1,007 | — | $27.24万 | 新建仓 |
| VV | VANGUARD LARGE-CAP ETF | $27.14万 | 0.08% | 908 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $27.00万 | 0.08% | 3,391 | -145 | -4.1% | -$1.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $26.59万 | 0.08% | 1,608 | 76 | 5.0% | $1.26万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $26.48万 | 0.08% | 953 | 41 | 4.5% | $1.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $26.10万 | 0.08% | 531 | 25 | 4.9% | $1.23万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $25.66万 | 0.07% | 2,090 | 239 | 12.9% | $2.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $25.56万 | 0.07% | 945 | -127 | -11.8% | -$3.43万 | 减仓 |
| LIN | LINDE PLC SHS | $25.29万 | 0.07% | 510 | -24 | -4.5% | -$1.19万 | 重新持有 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $25.05万 | 0.07% | 781 | 1 | 0.1% | $321 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $24.08万 | 0.07% | 1,320 | 85 | 6.9% | $1.55万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $23.62万 | 0.07% | 2,544 | 2,544 | — | $23.62万 | 新建仓 |
| T | AT&T INC COM | $22.46万 | 0.07% | 7,748 | -39 | -0.5% | -$1,131 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $22.41万 | 0.07% | 741 | -18 | -2.4% | -$5,445 | 减仓 |
| TJX | TJX COS INC NEW COM | $22.29万 | 0.07% | 1,396 | 52 | 3.9% | $8,304 | 加仓 |
| C | CITIGROUP INC COM NEW | $21.50万 | 0.06% | 1,896 | 5 | 0.3% | $567 | 加仓 |
| PFE | PFIZER INC COM | $21.38万 | 0.06% | 7,614 | 7,614 | — | $21.38万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $21.24万 | 0.06% | 304 | -11 | -3.5% | -$7,687 | 减仓 |
| MCD | MCDONALDS CORP COM | $21.23万 | 0.06% | 683 | 683 | — | $21.23万 | 新建仓 |
| UNP | UNION PAC CORP COM | $20.84万 | 0.06% | 859 | -2 | -0.2% | -$485 | 重新持有 |
| INTC | INTEL CORP COM | $20.59万 | 0.06% | 4,666 | 4,666 | — | $20.59万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $20.28万 | 0.06% | 1,455 | 1,455 | — | $20.28万 | 新建仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $20.25万 | 0.06% | 5,509 | 5,509 | — | $20.25万 | 新建仓 |
| BLK | BLACKROCK INC COM | $20.20万 | 0.06% | 210 | 5 | 2.4% | $4,809 | 加仓 |
| META | META PLATFORMS INC CL A 看涨期权 | $5.72万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |