CONQUIS FINANCIAL LLC
MILBRAE CA · SEC CIK 0002052436
$1.24亿2026Q2 申报市值
54持仓数
92.5%前十大占比 · 第一大 22.8%
0 / 0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
VTEB 加仓+$52.81万
BIV 加仓+$29.51万
VCRB 加仓+$18.37万
SPYM 加仓+$13.27万
VIG 加仓+$7.55万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$116.00万
LMUB 减仓-$48.50万
DFAX 减仓-$19.79万
DIMENSIONAL U.S. 减仓-$18.49万
SCHF 减仓-$16.21万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO COM | $649 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP 7.25 CNV PFD L | $1,255 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $2,129 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,502 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $2,622 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $3,570 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $4,109 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $4,410 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $4,460 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5,124 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $5,442 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $1.42万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $1.50万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1.64万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| — | SIGHT SCIENCES INC COM | $2.71万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $3.61万 | 0.03% | 438 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3.63万 | 0.03% | 1,633 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $4.06万 | 0.03% | 135 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $4.34万 | 0.03% | 77 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $4.75万 | 0.04% | 492 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $5.62万 | 0.05% | 159 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $5.88万 | 0.05% | 401 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $6.04万 | 0.05% | 162 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $6.37万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $7.64万 | 0.06% | 1,694 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $9.21万 | 0.07% | 123 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $12.82万 | 0.10% | 354 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $13.16万 | 0.11% | 434 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $13.27万 | 0.11% | 3,129 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $13.59万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $13.73万 | 0.11% | 848 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $18.07万 | 0.15% | 2,056 | 1,510 | 276.6% | $13.27万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $19.50万 | 0.16% | 2,281 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $22.18万 | 0.18% | 297 | 3 | 1.0% | $2,240 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $29.41万 | 0.24% | 823 | -152 | -15.6% | -$5.43万 | 减仓 |
| ADSK | AUTODESK INC COM | $30.08万 | 0.24% | 1,547 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $36.97万 | 0.30% | 2,648 | -271 | -9.3% | -$3.78万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $41.55万 | 0.34% | 5,831 | -328 | -5.3% | -$2.34万 | 减仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $58.50万 | 0.47% | 10,852 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $67.79万 | 0.55% | 1,832 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $76.59万 | 0.62% | 1,926 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $92.05万 | 0.74% | 4,490 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $94.41万 | 0.76% | 18,432 | -9,468 | -33.9% | -$48.50万 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $207.78万 | 1.68% | 36,048 | -241 | -0.7% | -$1.39万 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $224.72万 | 1.81% | 29,097 | 2,379 | 8.9% | $18.37万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $352.79万 | 2.84% | 69,749 | 10,440 | 17.6% | $52.81万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $544.15万 | 4.39% | 36,690 | -447 | -1.2% | -$6.63万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $601.51万 | 4.85% | 30,441 | 66 | 0.2% | $1.30万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $700.44万 | 5.65% | 91,322 | 3,847 | 4.4% | $29.51万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,219.80万 | 9.84% | 440,361 | -5,851 | -1.3% | -$16.21万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1,230.39万 | 9.92% | 277,365 | -4,169 | -1.5% | -$18.49万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,574.16万 | 12.69% | 66,527 | 319 | 0.5% | $7.55万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $2,193.03万 | 17.68% | 595,284 | -5,373 | -0.9% | -$19.79万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,827.05万 | 22.80% | 41,162 | -1,689 | -3.9% | -$116.00万 | 减仓 |