Consolidated Portfolio Review Corp
WOODBURY NY · SEC CIK 0001972835
$12.01亿2026Q2 申报市值
34持仓数
84.9%前十大占比 · 第一大 41.1%
1 / 1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
RSP 加仓+$30.17万
VUG 新建仓+$20.26万
AGG 加仓+$5.00万
VNQ 加仓+$4.38万
IVV 加仓+$9,736
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$771.33万
VEA 减仓-$335.34万
VEU 清仓-$314.28万
GOOG 减仓-$304.22万
IJH 减仓-$281.84万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $4.94亿 | 41.13% | 661,244 | -333 | -0.1% | -$24.87万 | 减仓 |
| IVV | ISHARES TR | $1.01亿 | 8.42% | 134,978 | 13 | 0.0% | $9,736 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,392.86万 | 7.82% | 127,551 | -1,595 | -1.2% | -$117.46万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,131.33万 | 5.94% | 2,142,185 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $6,651.51万 | 5.54% | 862,600 | -36,550 | -4.1% | -$281.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,645.46万 | 4.70% | 792,345 | -47,065 | -5.6% | -$335.34万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $4,259.44万 | 3.55% | 834,367 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3,622.56万 | 3.02% | 449,616 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $3,104.90万 | 2.59% | 209,352 | -2,395 | -1.1% | -$35.52万 | 减仓 |
| GLD | SPDR GOLD TR | $2,623.79万 | 2.19% | 71,225 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,926.71万 | 1.60% | 54,530 | -8,610 | -13.6% | -$304.22万 | 减仓 |
| IEFA | ISHARES TR | $1,924.33万 | 1.60% | 199,247 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,640.55万 | 1.37% | 77,104 | 1,418 | 1.9% | $30.17万 | 加仓 |
| GOOGL | ALPHABET INC | $1,528.83万 | 1.27% | 42,780 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $1,071.53万 | 0.89% | 336,325 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,043.02万 | 0.87% | 627,945 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $978.64万 | 0.82% | 276,530 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $902.95万 | 0.75% | 31,205 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $896.24万 | 0.75% | 4,505 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $820.19万 | 0.68% | 12,505 | -11,760 | -48.5% | -$771.33万 | 减仓 |
| AMZN | AMAZON COM INC | $757.44万 | 0.63% | 31,780 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $703.76万 | 0.59% | 21,500 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $581.21万 | 0.48% | 15,707 | -205 | -1.3% | -$7.59万 | 减仓 |
| META | META PLATFORMS INC | $576.53万 | 0.48% | 10,235 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $575.72万 | 0.48% | 19,162 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $516.63万 | 0.43% | 13,850 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $507.60万 | 0.42% | 52,639 | 454 | 0.9% | $4.38万 | 加仓 |
| TSLA | TESLA INC | $416.81万 | 0.35% | 9,910 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.31% | 5 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $232.79万 | 0.19% | 39,000 | -13,010 | -25.0% | -$77.66万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $62.16万 | 0.05% | 7,271 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $46.18万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $40.06万 | 0.03% | 4,048 | 505 | 14.3% | $5.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $20.26万 | 0.02% | 2,352 | 2,352 | — | $20.26万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -41,848 | -100.0% | -$314.28万 | 清仓 |