Cloud Capital Management, LLC
SEATTLE WA · SEC CIK 0002060492
$2.29亿2026Q1 申报市值
105持仓数
49.6%前十大占比 · 第一大 15.0%
6 / 11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
DIMENSIONAL U.S. 加仓+$579.13万
VCIT 新建仓+$413.30万
DFIC 加仓+$309.90万
SCHR 加仓+$291.13万
AVUV 加仓+$252.08万
2026Q1 卖出最多 按季末市值估算
SCHO 减仓-$489.57万
AAPL 减仓-$235.99万
VTIP 减仓-$124.40万
DFAX 减仓-$102.93万
META 减仓-$62.23万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $0 | 0.00% | 0 | -31,770 | -100.0% | -$62.10万 | 清仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $0 | 0.00% | 0 | -26,496 | -100.0% | -$61.80万 | 清仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -5,234 | -100.0% | -$52.50万 | 清仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -22,466 | -100.0% | -$50.80万 | 清仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | -6,613 | -100.0% | -$29.20万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -1,983 | -100.0% | -$29.00万 | 清仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $0 | 0.00% | 0 | -12,974 | -100.0% | -$25.60万 | 清仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $0 | 0.00% | 0 | -12,472 | -100.0% | -$25.60万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -1,566 | -100.0% | -$25.20万 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -1,175 | -100.0% | -$22.90万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER & GAMBLE CO COM | $0 | 0.00% | 0 | -1,487 | -100.0% | -$21.30万 | 清仓 |
| — | SURF AIR MOBILITY INC COM NEW | $1.10万 | 0.00% | 10,000 | 10,000 | — | $1.10万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7.30万 | 0.03% | 14,602 | 14,602 | — | $7.30万 | 新建仓 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $18.60万 | 0.08% | 18,194 | 280 | 1.6% | $2,862 | 重新持有 |
| CIFR | CIPHER DIGITAL INC COM | $19.80万 | 0.09% | 15,500 | 14,700 | 1,837.5% | $18.78万 | 重新持有 |
| SE | SEA LTD SPONSORD ADS | $20.10万 | 0.09% | 2,433 | 428 | 21.3% | $3.54万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $20.80万 | 0.09% | 9,498 | 9,498 | — | $20.80万 | 新建仓 |
| BA | BOEING CO COM | $21.10万 | 0.09% | 1,064 | 48 | 4.7% | $9,519 | 加仓 |
| LLY | ELI LILLY & CO COM | $21.20万 | 0.09% | 231 | -1 | -0.4% | -$918 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $21.80万 | 0.10% | 1,014 | 24 | 2.4% | $5,160 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $21.80万 | 0.10% | 556 | 52 | 10.3% | $2.04万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO COM CL A | $22.40万 | 0.10% | 895 | 61 | 7.3% | $1.53万 | 重新持有 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $22.80万 | 0.10% | 5,797 | 3,283 | 130.6% | $12.91万 | 重新持有 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $23.20万 | 0.10% | 3,632 | -88 | -2.4% | -$5,621 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $23.70万 | 0.10% | 6,266 | -1,485 | -19.2% | -$5.62万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $25.50万 | 0.11% | 2,945 | -109 | -3.6% | -$9,438 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $26.30万 | 0.11% | 5,783 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $27.00万 | 0.12% | 4,564 | 4,564 | — | $27.00万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $27.30万 | 0.12% | 2,504 | -8 | -0.3% | -$872 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $27.80万 | 0.12% | 1,546 | 8 | 0.5% | $1,439 | 加仓 |
| — | EXXON MOBIL CORP COM | $28.10万 | 0.12% | 1,658 | -280 | -14.4% | -$4.75万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $28.50万 | 0.12% | 2,103 | -208 | -9.0% | -$2.82万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $30.20万 | 0.13% | 8,502 | 904 | 11.9% | $3.21万 | 加仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $30.30万 | 0.13% | 5,109 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $30.50万 | 0.13% | 750 | 41 | 5.8% | $1.67万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $31.60万 | 0.14% | 4,291 | 3,531 | 464.6% | $26.00万 | 重新持有 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $33.60万 | 0.15% | 2,322 | 126 | 5.7% | $1.82万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $33.90万 | 0.15% | 257 | 23 | 9.8% | $3.03万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $34.50万 | 0.15% | 1,320 | 47 | 3.7% | $1.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $37.10万 | 0.16% | 2,228 | 112 | 5.3% | $1.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $37.20万 | 0.16% | 1,522 | -256 | -14.4% | -$6.26万 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $37.20万 | 0.16% | 5,999 | 738 | 14.0% | $4.58万 | 加仓 |
| CAT | CATERPILLAR INC COM | $39.50万 | 0.17% | 559 | -11 | -1.9% | -$7,773 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $40.10万 | 0.17% | 838 | 152 | 22.2% | $7.27万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $41.40万 | 0.18% | 2,182 | 70 | 3.3% | $1.33万 | 加仓 |
| WMT | WALMART INC COM | $42.10万 | 0.18% | 3,385 | -349 | -9.3% | -$4.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $43.10万 | 0.19% | 1,467 | -246 | -14.4% | -$7.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $43.50万 | 0.19% | 437 | 120 | 37.9% | $11.95万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $44.70万 | 0.19% | 18,477 | 5,817 | 45.9% | $14.07万 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $46.90万 | 0.20% | 4,990 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $47.00万 | 0.20% | 1,519 | 58 | 4.0% | $1.79万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $47.30万 | 0.21% | 1,289 | 130 | 11.2% | $4.77万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $47.70万 | 0.21% | 10,365 | 10,365 | — | $47.70万 | 新建仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $49.40万 | 0.22% | 4,648 | 20 | 0.4% | $2,126 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $51.00万 | 0.22% | 7,392 | 6,817 | 1,185.6% | $47.03万 | 重新持有 |
| ALLT | ALLOT LTD SHS | $52.00万 | 0.23% | 78,131 | 1,578 | 2.1% | $1.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $52.50万 | 0.23% | 1,550 | -5 | -0.3% | -$1,694 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $54.60万 | 0.24% | 10,474 | 98 | 0.9% | $5,109 | 加仓 |
| — | TAPPALPHA S&P 500 GROWTH & DAILY INCOME ETF | $55.30万 | 0.24% | 23,666 | 4,633 | 24.3% | $10.83万 | 加仓 |
| COKE | COCA COLA CONS INC COM | $58.00万 | 0.25% | 3,032 | 16 | 0.5% | $3,061 | 加仓 |
| AVNM | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | $61.50万 | 0.27% | 8,083 | -483 | -5.6% | -$3.67万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $65.80万 | 0.29% | 8,954 | 51 | 0.6% | $3,748 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $66.40万 | 0.29% | 18,629 | 6,878 | 58.5% | $24.52万 | 加仓 |
| GLD | SPDR GOLD SHARES | $67.50万 | 0.29% | 1,569 | -90 | -5.4% | -$3.87万 | 减仓 |
| — | AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF | $69.10万 | 0.30% | 10,908 | 3,117 | 40.0% | $19.75万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $71.70万 | 0.31% | 8,462 | 62 | 0.7% | $5,253 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $72.60万 | 0.32% | 12,116 | 3,183 | 35.6% | $19.07万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $78.10万 | 0.34% | 23,078 | 331 | 1.5% | $1.12万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $81.80万 | 0.36% | 15,596 | 2,194 | 16.4% | $11.51万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $82.40万 | 0.36% | 16,699 | -451 | -2.6% | -$2.23万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $83.40万 | 0.36% | 13,371 | 7,816 | 140.7% | $48.75万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $84.80万 | 0.37% | 10,536 | 1,927 | 22.4% | $15.51万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $91.20万 | 0.40% | 16,906 | 3,122 | 22.6% | $16.84万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $92.20万 | 0.40% | 26,920 | 26,440 | 5,508.3% | $90.56万 | 重新持有 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $94.50万 | 0.41% | 13,723 | 0 | 0.0% | — | 不变 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $94.90万 | 0.41% | 13,225 | 612 | 4.9% | $4.39万 | 加仓 |
| V | VISA INC COM CL A | $98.40万 | 0.43% | 3,256 | 135 | 4.3% | $4.08万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $108.10万 | 0.47% | 23,981 | 23,976 | 479,520.0% | $108.08万 | 重新持有 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $109.30万 | 0.48% | 23,477 | 693 | 3.0% | $3.23万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $112.80万 | 0.49% | 3,927 | -566 | -12.6% | -$16.26万 | 减仓 |
| META | META PLATFORMS INC CL A | $113.70万 | 0.50% | 1,988 | -1,088 | -35.4% | -$62.23万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $135.00万 | 0.59% | 46,368 | 780 | 1.7% | $2.27万 | 加仓 |
| TSLA | TESLA INC COM | $142.00万 | 0.62% | 3,824 | 101 | 2.7% | $3.75万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $159.20万 | 0.69% | 37,720 | 1,640 | 4.5% | $6.92万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $172.50万 | 0.75% | 49,257 | 141 | 0.3% | $4,938 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $175.70万 | 0.77% | 10,108 | 1,623 | 19.1% | $28.21万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $194.60万 | 0.85% | 6,088 | 846 | 16.1% | $27.04万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $206.70万 | 0.90% | 25,655 | 8,653 | 50.9% | $69.72万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $246.60万 | 1.07% | 46,798 | 1,301 | 2.9% | $6.86万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $273.30万 | 1.19% | 6,409 | 2,704 | 73.0% | $115.31万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $286.70万 | 1.25% | 4,799 | -5 | -0.1% | -$2,987 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $287.20万 | 1.25% | 40,477 | 1,303 | 3.3% | $9.25万 | 加仓 |
| AMZN | AMAZON COM INC COM | $312.90万 | 1.36% | 15,028 | 345 | 2.3% | $7.18万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $344.20万 | 1.50% | 43,441 | 7,421 | 20.6% | $58.80万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $347.60万 | 1.52% | 71,760 | 24,511 | 51.9% | $118.73万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $348.20万 | 1.52% | 6,034 | 1,268 | 26.6% | $73.17万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $348.90万 | 1.52% | 17,806 | 1,116 | 6.7% | $21.87万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $351.00万 | 1.53% | 46,745 | -1,059 | -2.2% | -$7.95万 | 减仓 |