Cloud Capital Management, LLC
SEATTLE WA · SEC CIK 0002060492
$2.74亿2026Q2 申报市值
126持仓数
48.3%前十大占比 · 第一大 15.6%
20 / 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
DIM U.S. CORE EQ 加仓+$338.97万
JPMORGAN CALIFOR 新建仓+$335.40万
DFIC 加仓+$174.40万
AVUV 加仓+$117.54万
TMUS 新建仓+$102.90万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$240.71万
VOOG 减仓-$62.93万
VTIP 减仓-$61.47万
LRCX 重新持有-$47.93万
SCHR 减仓-$38.61万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VNGRD S&P 500 | $331.90万 | 1.21% | 4,833 | 34 | 0.7% | $2.33万 | 加仓 |
| — | DIM U.S. SMALL CAP | $333.90万 | 1.22% | 40,587 | 110 | 0.3% | $9,049 | 加仓 |
| — | JPMORGAN CALIFORNIA TAX FREE BND | $335.40万 | 1.22% | 66,643 | 66,643 | — | $335.40万 | 新建仓 |
| AMZN | AMAZON COM INC COM | $375.40万 | 1.37% | 15,758 | 730 | 4.9% | $17.39万 | 加仓 |
| VTV | VNGRD MORN VALUE | $391.10万 | 1.43% | 17,945 | 139 | 0.8% | $3.03万 | 加仓 |
| VEU | VNGRD FTSE ALL-WORLD EX-US IDX | $391.50万 | 1.43% | 46,757 | 12 | 0.0% | $1,005 | 加仓 |
| VCSH | VNGRD SHORT-TERM CORP BND | $411.60万 | 1.50% | 52,093 | 8,652 | 19.9% | $68.36万 | 加仓 |
| SCHP | SCH US TIPS | $417.10万 | 1.52% | 157,416 | -2,606 | -1.6% | -$6.91万 | 减仓 |
| AVDV | AVANTIS INTL SMALL CAP VALUE | $424.30万 | 1.55% | 41,189 | 3,582 | 9.5% | $36.90万 | 加仓 |
| DFUV | DIM US MKTWIDE VALUE | $444.60万 | 1.62% | 80,843 | 9,083 | 12.7% | $49.95万 | 加仓 |
| DFAI | DIM INTL CORE EQY MKT | $455.40万 | 1.66% | 110,423 | 980 | 0.9% | $4.04万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTL DEV MKTS | $494.00万 | 1.80% | 55,518 | 2,846 | 5.4% | $25.32万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $501.60万 | 1.83% | 6,812 | 778 | 12.9% | $57.29万 | 加仓 |
| VCIT | VNGRD INT-TERM CORP BND | $512.60万 | 1.87% | 62,027 | 12,072 | 24.2% | $99.76万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $572.10万 | 2.09% | 15,337 | -6,453 | -29.6% | -$240.71万 | 减仓 |
| VTIP | VNGRD SHORT-TERM INF-PROT SEC | $636.50万 | 2.32% | 126,725 | -12,238 | -8.8% | -$61.47万 | 减仓 |
| DFEM | DIM EMRGNG MKTS CORE EQY 2 | $665.60万 | 2.43% | 163,825 | 13,263 | 8.8% | $53.89万 | 加仓 |
| — | DIM US CORE EQY 1 | $684.80万 | 2.50% | 83,536 | -1,710 | -2.0% | -$14.02万 | 减仓 |
| SCHR | SCH INT-TERM US TRSY | $838.40万 | 3.06% | 340,018 | -15,659 | -4.4% | -$38.61万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $854.10万 | 3.12% | 24,172 | 434 | 1.8% | $15.34万 | 加仓 |
| DFAX | DIM WORLD EX U.S. CORE EQY 2 | $896.90万 | 3.27% | 243,478 | -7,799 | -3.1% | -$28.73万 | 减仓 |
| SCHO | SCH SHORT-TERM US TRSY | $929.10万 | 3.39% | 384,908 | 37,203 | 10.7% | $89.80万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE | $981.80万 | 3.58% | 78,710 | 9,423 | 13.6% | $117.54万 | 加仓 |
| AVUS | AVANTIS U.S. EQY | $1,034.20万 | 3.77% | 80,757 | 290 | 0.4% | $3.71万 | 加仓 |
| DFIC | DIM INTL CORE EQY 2 | $1,351.60万 | 4.93% | 362,790 | 46,812 | 14.8% | $174.40万 | 加仓 |
| AAPL | APPLE INC COM | $1,409.00万 | 5.14% | 48,696 | 1,861 | 4.0% | $53.85万 | 加仓 |
| — | DIM U.S. CORE EQY 2 | $4,269.80万 | 15.58% | 962,620 | 76,420 | 8.6% | $338.97万 | 加仓 |