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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC COM | $22.35万 | 0.05% | 2,546 | 2 | 0.1% | $176 | 加仓 |
| QCOM | QUALCOMM INC COM | $21.80万 | 0.05% | 1,180 | -364 | -23.6% | -$6.72万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $21.77万 | 0.05% | 972 | 972 | — | $21.77万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $21.67万 | 0.05% | 1,216 | 1,169 | 2,487.2% | $20.84万 | 重新持有 |
| TJX | TJX COS INC NEW COM | $20.95万 | 0.05% | 1,383 | -13 | -0.9% | -$1,970 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $20.74万 | 0.05% | 150 | 150 | — | $20.74万 | 新建仓 |
| META | META PLATFORMS INC CL A 看涨期权 | $5.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM 看涨期权 | $4.21万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM 看涨期权 | $3.73万 | 0.01% | 100 | 100 | — | $3.73万 | 新建仓 |
| INTC | INTEL CORP COM 看涨期权 | $1.40万 | 0.00% | 100 | 100 | — | $1.40万 | 新建仓 |
| — | 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 |