Blue Sky Capital Consultants Group, Inc.
Poway CA · SEC CIK 0002057054
$2.34亿2026Q2 申报市值
74持仓数
55.3%前十大占比 · 第一大 10.0%
6 / 10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
SPCX 新建仓+$520.37万
GLXY 加仓+$396.79万
GOOGL 加仓+$303.06万
XLK 加仓+$89.24万
ISHARES TR 加仓+$85.58万
2026Q2 卖出最多 按季末市值估算
IRT 清仓-$438.48万
ISRG 清仓-$346.53万
SCHK 减仓-$310.32万
SCHO 减仓-$213.18万
IBIT 清仓-$202.02万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $2,340.25万 | 10.01% | 122,835 | 4,684 | 4.0% | $89.24万 | 加仓 |
| TSLA | TESLA INC | $2,059.64万 | 8.81% | 48,969 | -142 | -0.3% | -$5.97万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,573.43万 | 6.73% | 569,052 | 10,091 | 1.8% | $27.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,282.51万 | 5.48% | 64,097 | -2,417 | -3.6% | -$48.36万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,224.35万 | 5.24% | 507,188 | -88,309 | -14.8% | -$213.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $997.20万 | 4.26% | 85,472 | -1,369 | -1.6% | -$15.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $969.62万 | 4.15% | 13,167 | -112 | -0.8% | -$8.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $851.10万 | 3.64% | 9,098 | 227 | 2.6% | $21.24万 | 加仓 |
| ARKK | ARK ETF TR | $839.90万 | 3.59% | 103,922 | 7,486 | 7.8% | $60.50万 | 加仓 |
| BN | BROOKFIELD CORP | $789.67万 | 3.38% | 185,412 | 10,042 | 5.7% | $42.77万 | 加仓 |
| AMZN | AMAZON COM INC | $662.29万 | 2.83% | 27,788 | 799 | 3.0% | $19.04万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $651.13万 | 2.78% | 238,161 | 145,131 | 156.0% | $396.79万 | 加仓 |
| META | META PLATFORMS INC | $641.24万 | 2.74% | 11,384 | -106 | -0.9% | -$5.97万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $621.44万 | 2.66% | 61,970 | 3,585 | 6.1% | $35.95万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $520.37万 | 2.23% | 30,456 | 30,456 | — | $520.37万 | 新建仓 |
| MSFT | MICROSOFT CORP | $476.81万 | 2.04% | 12,782 | 1,271 | 11.0% | $47.41万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $467.56万 | 2.00% | 17,274 | 175 | 1.0% | $4.74万 | 加仓 |
| ESGD | ISHARES TR | $455.56万 | 1.95% | 44,311 | 1,650 | 3.9% | $16.96万 | 加仓 |
| GOOGL | ALPHABET INC | $420.92万 | 1.80% | 11,778 | 8,480 | 257.1% | $303.06万 | 加仓 |
| INDA | ISHARES TR | $386.63万 | 1.65% | 78,281 | 12,398 | 18.8% | $61.23万 | 加仓 |
| — | GLOBAL X FDS | $374.11万 | 1.60% | 151,521 | 20,874 | 16.0% | $51.54万 | 加仓 |
| TQQQ | PROSHARES TR | $356.40万 | 1.52% | 44,000 | -1,584 | -3.5% | -$12.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $332.69万 | 1.42% | 1,960 | 280 | 16.7% | $47.53万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $293.32万 | 1.25% | 65,401 | 13,590 | 26.2% | $60.95万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $277.56万 | 1.19% | 12,028 | -974 | -7.5% | -$22.48万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $277.36万 | 1.19% | 26,405 | -1,885 | -6.7% | -$19.80万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $269.98万 | 1.15% | 301,987 | -49,927 | -14.2% | -$44.63万 | 减仓 |
| AAPL | APPLE INC | $256.00万 | 1.09% | 8,847 | -2,016 | -18.6% | -$58.34万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $223.93万 | 0.96% | 61,980 | 12,041 | 24.1% | $43.50万 | 加仓 |
| MRNA | MODERNA INC | $153.67万 | 0.66% | 21,943 | 1,355 | 6.6% | $9.49万 | 加仓 |
| — | ISHARES TR | $140.82万 | 0.60% | 51,506 | 1,059 | 2.1% | $2.90万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $133.97万 | 0.57% | 17,836 | -563 | -3.1% | -$4.23万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $133.67万 | 0.57% | 37,069 | -86,056 | -69.9% | -$310.32万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $128.36万 | 0.55% | 37,931 | 278 | 0.7% | $9,408 | 加仓 |
| IWM | ISHARES TR | $119.10万 | 0.51% | 3,964 | -252 | -6.0% | -$7.57万 | 减仓 |
| — | ISHARES TR | $108.38万 | 0.46% | 40,058 | 31,632 | 375.4% | $85.58万 | 加仓 |
| — | ISHARES TR | $91.31万 | 0.39% | 31,344 | 12,335 | 64.9% | $35.93万 | 加仓 |
| GOOG | ALPHABET INC | $83.85万 | 0.36% | 2,373 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT I | $75.67万 | 0.32% | 23,283 | -29,228 | -55.7% | -$94.99万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $71.57万 | 0.31% | 15,597 | -1,452 | -8.5% | -$6.66万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $71.02万 | 0.30% | 14,867 | 1,287 | 9.5% | $6.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.93万 | 0.29% | 923 | -307 | -25.0% | -$22.93万 | 减仓 |
| QCOM | QUALCOMM INC | $60.02万 | 0.26% | 3,248 | -721 | -18.2% | -$13.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.37万 | 0.25% | 26,567 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $58.02万 | 0.25% | 14,048 | 14,048 | — | $58.02万 | 新建仓 |
| IVV | ISHARES TR | $55.64万 | 0.24% | 743 | -1,205 | -61.9% | -$90.24万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $55.20万 | 0.24% | 12,770 | 6,639 | 108.3% | $28.70万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $51.45万 | 0.22% | 11,087 | -8 | -0.1% | -$371 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $47.76万 | 0.20% | 15,968 | -3,462 | -17.8% | -$10.35万 | 减仓 |
| CAT | CATERPILLAR INC | $47.28万 | 0.20% | 444 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $44.32万 | 0.19% | 13,354 | -1,865 | -12.3% | -$6.19万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $40.11万 | 0.17% | 9,504 | 9,504 | — | $40.11万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $39.08万 | 0.17% | 9,076 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.83万 | 0.17% | 776 | -325 | -29.5% | -$16.26万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $37.45万 | 0.16% | 8,445 | -790 | -8.6% | -$3.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.10万 | 0.15% | 15,737 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $32.51万 | 0.14% | 11,667 | -11,640 | -49.9% | -$32.43万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $31.84万 | 0.14% | 7,536 | -3,550 | -32.0% | -$15.00万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $30.85万 | 0.13% | 6,234 | -8,091 | -56.5% | -$40.04万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $29.55万 | 0.13% | 5,548 | 5,548 | — | $29.55万 | 新建仓 |
| ILCG | ISHARES TR | $27.85万 | 0.12% | 2,380 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $27.38万 | 0.12% | 4,751 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $26.16万 | 0.11% | 3,009 | -16,432 | -84.5% | -$142.84万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.08万 | 0.11% | 695 | -53 | -7.1% | -$1.99万 | 减仓 |
| MLRG | ISHARES TR | $25.78万 | 0.11% | 2,487 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $25.51万 | 0.11% | 8,046 | -500 | -5.9% | -$1.59万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $24.31万 | 0.10% | 4,980 | 117 | 2.4% | $5,711 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $23.64万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.45万 | 0.09% | 2,490 | 2,075 | 500.0% | $17.88万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $21.02万 | 0.09% | 1,330 | -900 | -40.4% | -$14.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.78万 | 0.09% | 635 | 1 | 0.2% | $327 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $20.78万 | 0.09% | 180 | 180 | — | $20.78万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.74万 | 0.09% | 357 | 357 | — | $20.74万 | 新建仓 |
| — | PATRIOT NATL BANCORP INC | $3.11万 | 0.01% | 32,500 | 12,000 | 58.5% | $1.15万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -294,480 | -100.0% | -$438.48万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -7,517 | -100.0% | -$346.53万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -52,583 | -100.0% | -$202.02万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -79,537 | -100.0% | -$157.32万 | 清仓 |
| BFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,747 | -100.0% | -$27.41万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,541 | -100.0% | -$26.15万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,417 | -100.0% | -$22.26万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -474 | -100.0% | -$20.49万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -3,239 | -100.0% | -$20.44万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -11,115 | -100.0% | -$4.60万 | 清仓 |