CONSCIOUS WEALTH INVESTMENTS, LLC
ATLANTA GA · SEC CIK 0002011014
$1.80亿2026Q1 申报市值
58持仓数
37.6%前十大占比 · 第一大 7.5%
9 / 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
AMD 新建仓+$585.11万
YUM 新建仓+$447.35万
PANW 新建仓+$438.25万
AAPL 加仓+$416.43万
LLY 新建仓+$361.27万
2026Q1 卖出最多 按季末市值估算
ABT 清仓-$361.74万
PVH 清仓-$213.61万
ACN 清仓-$209.98万
XLY 清仓-$189.98万
ADBE 清仓-$188.22万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -33,165 | -100.0% | -$361.74万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -33,053 | -100.0% | -$213.61万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -8,986 | -100.0% | -$209.98万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -16,167 | -100.0% | -$189.98万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -6,983 | -100.0% | -$188.22万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -16,691 | -100.0% | -$171.49万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -30,851 | -100.0% | -$161.07万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,166 | -100.0% | -$57.84万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FITB | FIFTH THIRD BANCORP | $20.04万 | 0.11% | 4,020 | 20 | 0.5% | $997 | 加仓 |
| GEV | GE VERNOVA INC | $21.79万 | 0.12% | 221 | 221 | — | $21.79万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $21.87万 | 0.12% | 869 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.04万 | 0.13% | 234 | 4 | 1.7% | $3,939 | 加仓 |
| HSY | HERSHEY CO | $26.63万 | 0.15% | 1,388 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $32.54万 | 0.18% | 415 | 415 | — | $32.54万 | 新建仓 |
| META | META PLATFORMS INC | $37.81万 | 0.21% | 563 | 563 | — | $37.81万 | 新建仓 |
| MO | ALTRIA GROUP INC | $40.46万 | 0.23% | 6,280 | 2,139 | 51.7% | $13.78万 | 加仓 |
| DIS | DISNEY WALT CO | $44.20万 | 0.25% | 4,290 | -1,341 | -23.8% | -$13.82万 | 减仓 |
| CAT | CATERPILLAR INC | $50.68万 | 0.28% | 658 | 2 | 0.3% | $1,540 | 加仓 |
| DAL | DELTA AIR LINES INC | $51.83万 | 0.29% | 7,200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $56.38万 | 0.31% | 1,841 | -12 | -0.6% | -$3,675 | 减仓 |
| MUB | ISHARES TR | $61.97万 | 0.35% | 5,798 | 106 | 1.9% | $1.13万 | 加仓 |
| GE | GE AEROSPACE | $67.02万 | 0.37% | 2,135 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $67.03万 | 0.37% | 13,337 | 6 | 0.0% | $302 | 加仓 |
| GOOGL | ALPHABET INC | $70.32万 | 0.39% | 2,086 | 14 | 0.7% | $4,720 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.64万 | 0.39% | 1,490 | 1,490 | — | $70.64万 | 新建仓 |
| KO | COCA COLA CO | $71.49万 | 0.40% | 9,493 | 6 | 0.1% | $452 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.36万 | 0.43% | 3,823 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $76.58万 | 0.43% | 10,336 | 309 | 3.1% | $2.29万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $82.43万 | 0.46% | 1,782 | 603 | 51.1% | $27.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.89万 | 0.95% | 4,921 | -58 | -1.2% | -$2.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $214.29万 | 1.19% | 3,362 | 1,385 | 70.1% | $88.28万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $221.50万 | 1.23% | 43,104 | 970 | 2.3% | $4.98万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $249.63万 | 1.39% | 14,105 | 879 | 6.6% | $15.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $279.30万 | 1.56% | 30,612 | -1,155 | -3.6% | -$10.54万 | 减仓 |
| INGR | INGREDION INC | $304.22万 | 1.69% | 26,993 | 1,416 | 5.5% | $15.96万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $339.21万 | 1.89% | 28,202 | 28,202 | — | $339.21万 | 新建仓 |
| TMUS | T-MOBILE US INC | $345.24万 | 1.92% | 18,153 | 1,726 | 10.5% | $32.83万 | 加仓 |
| LLY | ELI LILLY & CO | $361.27万 | 2.01% | 3,991 | 3,991 | — | $361.27万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $367.91万 | 2.05% | 11,181 | -38 | -0.3% | -$1.25万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $381.47万 | 2.12% | 39,142 | -38 | -0.1% | -$3,703 | 减仓 |
| BLK | BLACKROCK INC | $387.56万 | 2.16% | 3,696 | 108 | 3.0% | $11.32万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $389.38万 | 2.17% | 38,840 | -974 | -2.4% | -$9.76万 | 减仓 |
| PFE | PFIZER INC | $398.75万 | 2.22% | 146,657 | 3,279 | 2.3% | $8.92万 | 加仓 |
| CRM | SALESFORCE INC | $398.96万 | 2.22% | 22,472 | 2,438 | 12.2% | $43.28万 | 加仓 |
| EOG | EOG RES INC | $399.84万 | 2.23% | 30,202 | 14,116 | 87.8% | $186.88万 | 加仓 |
| CPRT | COPART INC | $400.48万 | 2.23% | 120,049 | 12,693 | 11.8% | $42.34万 | 加仓 |
| PEP | PEPSICO INC | $404.52万 | 2.25% | 26,122 | 742 | 2.9% | $11.49万 | 加仓 |
| AN | AUTONATION INC | $419.25万 | 2.34% | 21,407 | 16 | 0.1% | $3,134 | 加仓 |
| GMED | GLOBUS MED INC | $423.67万 | 2.36% | 44,807 | -953 | -2.1% | -$9.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $438.25万 | 2.44% | 26,708 | 26,708 | — | $438.25万 | 新建仓 |
| MSFT | MICROSOFT CORP | $445.09万 | 2.48% | 10,828 | 601 | 5.9% | $24.70万 | 加仓 |
| YUM | YUM BRANDS INC | $447.35万 | 2.49% | 27,625 | 27,625 | — | $447.35万 | 新建仓 |
| GOOG | ALPHABET INC | $453.22万 | 2.52% | 13,552 | -1,595 | -10.5% | -$53.34万 | 减仓 |
| AAPL | APPLE INC | $471.00万 | 2.62% | 17,678 | 15,630 | 763.2% | $416.43万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $504.78万 | 2.81% | 32,708 | -1,497 | -4.4% | -$23.10万 | 减仓 |
| AMZN | AMAZON COM INC | $513.71万 | 2.86% | 20,672 | 1,402 | 7.3% | $34.84万 | 加仓 |
| ETN | EATON CORP PLC | $521.21万 | 2.90% | 13,191 | 708 | 5.7% | $27.97万 | 加仓 |
| KLAC | KLA CORP | $540.42万 | 3.01% | 3,091 | -530 | -14.6% | -$92.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $548.53万 | 3.06% | 13,912 | -2,544 | -15.5% | -$100.31万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $585.11万 | 3.26% | 22,671 | 22,671 | — | $585.11万 | 新建仓 |
| NFLX | NETFLIX INC. | $605.83万 | 3.37% | 56,252 | 4,709 | 9.1% | $50.72万 | 加仓 |
| IUSB | ISHARES TR | $630.17万 | 3.51% | 135,754 | -50 | -0.0% | -$2,321 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $631.91万 | 3.52% | 75,804 | 5,388 | 7.7% | $44.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $671.46万 | 3.74% | 33,766 | 5,437 | 19.2% | $108.12万 | 加仓 |
| HD | HOME DEPOT INC | $673.15万 | 3.75% | 19,862 | -23 | -0.1% | -$7,795 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,343.83万 | 7.49% | 19,201 | -1,178 | -5.8% | -$82.45万 | 减仓 |