Consolidated Portfolio Review Corp
WOODBURY NY · SEC CIK 0001972835
$10.96亿2026Q1 申报市值
34持仓数
84.7%前十大占比 · 第一大 39.3%
0 / 0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
GOOG 加仓+$434.31万
ASML 加仓+$195.48万
TSLA 加仓+$169.33万
MSFT 加仓+$160.65万
AAPL 加仓+$98.98万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$467.07万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $35.17万 | 0.03% | 3,543 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $40.14万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $56.07万 | 0.05% | 7,271 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $281.11万 | 0.26% | 52,010 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $314.28万 | 0.29% | 41,848 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.33% | 5 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $368.40万 | 0.34% | 9,910 | 4,555 | 85.1% | $169.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $462.88万 | 0.42% | 52,185 | 556 | 1.1% | $4.93万 | 加仓 |
| IWM | ISHARES TR | $475.22万 | 0.43% | 19,162 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $510.49万 | 0.47% | 15,912 | 40 | 0.3% | $1.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $512.69万 | 0.47% | 13,850 | 4,340 | 45.6% | $160.65万 | 加仓 |
| META | META PLATFORMS INC | $585.58万 | 0.53% | 10,235 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $595.03万 | 0.54% | 4,505 | 1,480 | 48.9% | $195.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $632.44万 | 0.58% | 21,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $661.88万 | 0.60% | 31,780 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $765.99万 | 0.70% | 276,530 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $791.95万 | 0.72% | 31,205 | 3,900 | 14.3% | $98.98万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $823.86万 | 0.75% | 627,945 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $930.32万 | 0.85% | 24,265 | 70 | 0.3% | $2.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,230.18万 | 1.12% | 42,780 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $1,238.01万 | 1.13% | 336,325 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,452.57万 | 1.33% | 75,686 | 215 | 0.3% | $4.13万 | 加仓 |
| IEFA | ISHARES TR | $1,803.78万 | 1.65% | 199,247 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,811.23万 | 1.65% | 63,140 | 15,140 | 31.5% | $434.31万 | 加仓 |
| IJR | ISHARES TR | $2,632.23万 | 2.40% | 211,747 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3,064.74万 | 2.80% | 71,225 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3,228.02万 | 2.95% | 112,404 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $4,925.27万 | 4.50% | 834,367 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,378.94万 | 4.91% | 839,410 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $6,071.96万 | 5.54% | 899,150 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $7,454.05万 | 6.80% | 129,146 | 87 | 0.1% | $5.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8,230.27万 | 7.51% | 2,142,185 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $8,816.08万 | 8.05% | 134,965 | 13 | 0.0% | $8,492 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.30亿 | 39.27% | 661,577 | -7,182 | -1.1% | -$467.07万 | 减仓 |