CONSCIOUS WEALTH INVESTMENTS, LLC
ATLANTA GA · SEC CIK 0002011014
$1.95亿2026Q2 申报市值
67持仓数
42.0%前十大占比 · 第一大 7.1%
7 / 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
MRK 新建仓+$392.18万
XLI 新建仓+$152.27万
BIL 新建仓+$43.53万
ITOT 新建仓+$37.37万
ABBV 新建仓+$25.71万
2026Q2 卖出最多 按季末市值估算
XLK 重新持有-$567.99万
PFE 清仓-$398.75万
DSI 重新持有-$277.02万
CRM 减仓-$185.05万
CPRT 减仓-$164.44万
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $0 | 0.00% | 0 | -146,657 | -100.0% | -$398.75万 | 清仓 |
| DSI | ISHARES TR | $21.06万 | 0.11% | 1,498 | -19,704 | -92.9% | -$277.02万 | 重新持有 |
| INTC | INTEL CORP | $21.47万 | 0.11% | 2,036 | 2,036 | — | $21.47万 | 新建仓 |
| AMGN | AMGEN INC | $22.23万 | 0.11% | 607 | 607 | — | $22.23万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $23.18万 | 0.12% | 4,020 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $23.68万 | 0.12% | 1,388 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $25.55万 | 0.13% | 869 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.71万 | 0.13% | 1,004 | 1,004 | — | $25.71万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $27.12万 | 0.14% | 3,205 | -3,995 | -55.5% | -$33.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.15万 | 0.14% | 1,901 | 510 | 36.7% | $7.55万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $28.99万 | 0.15% | 312 | 78 | 33.3% | $7.25万 | 加仓 |
| GEV | GE VERNOVA INC | $31.18万 | 0.16% | 289 | 68 | 30.8% | $7.34万 | 加仓 |
| ITOT | ISHARES TR | $37.37万 | 0.19% | 2,277 | 2,277 | — | $37.37万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $38.52万 | 0.20% | 3,320 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $43.53万 | 0.22% | 4,754 | 4,754 | — | $43.53万 | 新建仓 |
| META | META PLATFORMS INC | $43.71万 | 0.22% | 679 | 116 | 20.6% | $7.47万 | 加仓 |
| MO | ALTRIA GROUP INC | $45.49万 | 0.23% | 6,232 | -48 | -0.8% | -$3,504 | 减仓 |
| DIS | DISNEY WALT CO | $48.85万 | 0.25% | 5,081 | 791 | 18.4% | $7.60万 | 加仓 |
| MCD | MCDONALDS CORP | $55.58万 | 0.29% | 2,106 | 265 | 14.4% | $6.99万 | 加仓 |
| CAT | CATERPILLAR INC | $65.15万 | 0.33% | 732 | 74 | 11.2% | $6.59万 | 加仓 |
| GE | GE AEROSPACE | $72.36万 | 0.37% | 2,124 | -11 | -0.5% | -$3,748 | 减仓 |
| MUB | ISHARES TR | $76.20万 | 0.39% | 7,177 | 1,379 | 23.8% | $14.64万 | 加仓 |
| GOOGL | ALPHABET INC | $79.71万 | 0.41% | 2,296 | 210 | 10.1% | $7.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.55万 | 0.41% | 1,645 | 155 | 10.4% | $7.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.10万 | 0.42% | 3,812 | -11 | -0.3% | -$2,340 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $81.33万 | 0.42% | 16,283 | 2,946 | 22.1% | $14.72万 | 加仓 |
| SYY | SYSCO CORP | $84.01万 | 0.43% | 10,344 | 8 | 0.1% | $650 | 加仓 |
| KO | COCA COLA CO | $85.12万 | 0.44% | 10,384 | 891 | 9.4% | $7.30万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $89.66万 | 0.46% | 1,908 | 126 | 7.1% | $5.92万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $152.27万 | 0.78% | 8,523 | 8,523 | — | $152.27万 | 新建仓 |
| CPRT | COPART INC | $161.81万 | 0.83% | 59,542 | -60,507 | -50.4% | -$164.44万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $163.55万 | 0.84% | 9,047 | -31,419 | -77.6% | -$567.99万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $181.81万 | 0.93% | 4,921 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $197.27万 | 1.01% | 11,595 | -10,877 | -48.4% | -$185.05万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $207.84万 | 1.07% | 41,485 | -1,619 | -3.8% | -$8.11万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $223.85万 | 1.15% | 13,697 | -408 | -2.9% | -$6.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $241.48万 | 1.24% | 3,406 | 44 | 1.3% | $3.12万 | 加仓 |
| INGR | INGREDION INC | $264.69万 | 1.36% | 26,000 | -993 | -3.7% | -$10.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $266.39万 | 1.37% | 30,295 | -317 | -1.0% | -$2.79万 | 减仓 |
| GMED | GLOBUS MED INC | $327.92万 | 1.69% | 43,097 | -1,710 | -3.8% | -$13.01万 | 减仓 |
| TMUS | T-MOBILE US INC | $334.52万 | 1.72% | 17,531 | -622 | -3.4% | -$11.87万 | 减仓 |
| PEP | PEPSICO INC | $350.25万 | 1.80% | 25,944 | -178 | -0.7% | -$2.40万 | 减仓 |
| BLK | BLACKROCK INC | $372.58万 | 1.92% | 3,588 | -108 | -2.9% | -$11.21万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $377.17万 | 1.94% | 37,506 | -1,636 | -4.2% | -$16.45万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $378.28万 | 1.94% | 29,272 | 1,070 | 3.8% | $13.83万 | 加仓 |
| NFLX | NETFLIX INC. | $380.45万 | 1.96% | 55,409 | -843 | -1.5% | -$5.79万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $381.45万 | 1.96% | 38,151 | -689 | -1.8% | -$6.89万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $384.85万 | 1.98% | 10,971 | -210 | -1.9% | -$7.37万 | 减仓 |
| MRK | MERCK & CO INC | $392.18万 | 2.02% | 31,066 | 31,066 | — | $392.18万 | 新建仓 |
| YUM | YUM BRANDS INC | $407.23万 | 2.09% | 27,670 | 45 | 0.2% | $6,623 | 加仓 |
| AN | AUTONATION INC | $407.29万 | 2.09% | 20,521 | -886 | -4.1% | -$17.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $420.31万 | 2.16% | 10,566 | -262 | -2.4% | -$10.42万 | 减仓 |
| EOG | EOG RES INC | $420.95万 | 2.16% | 29,347 | -855 | -2.8% | -$12.26万 | 减仓 |
| LLY | ELI LILLY & CO | $453.60万 | 2.33% | 3,860 | -131 | -3.3% | -$15.39万 | 减仓 |
| GOOG | ALPHABET INC | $461.14万 | 2.37% | 13,319 | -233 | -1.7% | -$8.07万 | 减仓 |
| AMZN | AMAZON COM INC | $499.19万 | 2.57% | 20,163 | -509 | -2.5% | -$12.60万 | 减仓 |
| ETN | EATON CORP PLC | $517.35万 | 2.66% | 12,839 | -352 | -2.7% | -$14.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $573.88万 | 2.95% | 32,881 | 173 | 0.5% | $3.02万 | 加仓 |
| AAPL | APPLE INC | $588.39万 | 3.02% | 17,953 | 275 | 1.6% | $9.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $615.35万 | 3.16% | 75,474 | -330 | -0.4% | -$2.69万 | 减仓 |
| IUSB | ISHARES TR | $616.45万 | 3.17% | 135,156 | -598 | -0.4% | -$2.73万 | 减仓 |
| KLAC | KLA CORP | $670.13万 | 3.45% | 30,815 | -95 | -0.3% | -$2.07万 | 减仓 |
| HD | HOME DEPOT INC | $676.30万 | 3.48% | 20,395 | 533 | 2.7% | $17.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $688.02万 | 3.54% | 33,195 | -571 | -1.7% | -$11.83万 | 减仓 |
| AMAT | APPLIED MATLS INC | $785.84万 | 4.04% | 13,929 | 17 | 0.1% | $9,591 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $917.11万 | 4.71% | 26,800 | 92 | 0.3% | $3.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,230.19万 | 6.32% | 22,615 | -56 | -0.2% | -$3.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,376.24万 | 7.08% | 18,394 | -807 | -4.2% | -$60.38万 | 减仓 |