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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,658 | -100.0% | -$28.10万 | 清仓 |
| — | SRX GLOBAL INC COM SHS | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |
| — | SURF AIR MOBILITY INC COM NEW | $1.10万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPNSD ADR | $8.70万 | 0.03% | 14,988 | 386 | 2.6% | $2,241 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $14.40万 | 0.05% | 31,389 | 31,389 | — | $14.40万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $19.00万 | 0.07% | 16,002 | 16,002 | — | $19.00万 | 新建仓 |
| FNDX | SCHAMENTAL U.S. LARGE COMPANY | $20.30万 | 0.07% | 6,562 | 6,562 | — | $20.30万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $20.30万 | 0.07% | 1,998 | 1,998 | — | $20.30万 | 新建仓 |
| — | DIM US HIGH PROFITABILITY | $20.40万 | 0.07% | 4,922 | 4,922 | — | $20.40万 | 新建仓 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE | $20.80万 | 0.08% | 18,344 | 150 | 0.8% | $1,701 | 加仓 |
| SCHF | SCH INTL EQY | $21.00万 | 0.08% | 7,585 | 7,585 | — | $21.00万 | 新建仓 |
| NOW | SERVICENOW INC COM | $21.30万 | 0.08% | 2,154 | 656 | 43.8% | $6.49万 | 重新持有 |
| AMAT | APPLIED MATLS INC COM | $21.50万 | 0.08% | 297 | 297 | — | $21.50万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $21.90万 | 0.08% | 182 | -49 | -21.2% | -$5.90万 | 减仓 |
| VGT | VNGRD INFORMATION TECH | $22.20万 | 0.08% | 1,461 | 1,461 | — | $22.20万 | 新建仓 |
| BA | BOEING CO COM | $22.70万 | 0.08% | 1,052 | -12 | -1.1% | -$2,589 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $23.00万 | 0.08% | 6,275 | 9 | 0.1% | $330 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $23.30万 | 0.08% | 2,434 | 1 | 0.0% | $96 | 加仓 |
| VIG | VNGRD DIV APP | $23.40万 | 0.09% | 990 | -24 | -2.4% | -$5,673 | 减仓 |
| TLT | ISHARES 20 YEAR TRSY BND | $24.30万 | 0.09% | 2,815 | -130 | -4.4% | -$1.12万 | 减仓 |
| VEA | VNGRD FTSE DEV MKTS | $24.70万 | 0.09% | 3,468 | -164 | -4.5% | -$1.17万 | 减仓 |
| FIXD | FRST TST SMITH OPPORTUNISTIC FIXED INC | $24.80万 | 0.09% | 5,696 | 5,696 | — | $24.80万 | 新建仓 |
| DISV | DIM INTL SMALL CAP VALUE | $25.20万 | 0.09% | 6,304 | 507 | 8.7% | $2.03万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $25.20万 | 0.09% | 9,508 | 10 | 0.1% | $265 | 加仓 |
| ARKK | ARK INNOVATION | $25.70万 | 0.09% | 3,190 | 3,190 | — | $25.70万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $26.30万 | 0.10% | 233 | 233 | — | $26.30万 | 新建仓 |
| DVY | ISHARES SEL DIV | $26.40万 | 0.10% | 1,694 | 1,694 | — | $26.40万 | 新建仓 |
| SPYD | STATE ST SPDR PORT S&P 500 HIGH DIV | $27.50万 | 0.10% | 5,783 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $27.90万 | 0.10% | 1,555 | 9 | 0.6% | $1,615 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $28.00万 | 0.10% | 2,106 | 3 | 0.1% | $399 | 加仓 |
| ARES | ARES MGMT CORPORATION CL A COM STK | $28.00万 | 0.10% | 2,516 | 12 | 0.5% | $1,335 | 加仓 |
| — | DIM US VECTOR EQY | $30.40万 | 0.11% | 4,576 | 12 | 0.3% | $797 | 加仓 |
| BBAX | JPMORGAN BETA DEV ASIA PACIFIC EX-JAPAN | $30.50万 | 0.11% | 5,109 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $30.70万 | 0.11% | 919 | 24 | 2.7% | $8,017 | 加仓 |
| INTC | INTEL CORP COM | $30.70万 | 0.11% | 2,202 | 2,202 | — | $30.70万 | 新建仓 |
| IBDR | ISHARES IBNDS DEC 2026 TERM CORP | $31.40万 | 0.11% | 12,978 | -5,499 | -29.8% | -$13.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $33.00万 | 0.12% | 1,299 | -223 | -14.7% | -$5.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $34.00万 | 0.12% | 786 | -1,108 | -58.5% | -$47.93万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC COM | $35.30万 | 0.13% | 608 | 608 | — | $35.30万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $35.60万 | 0.13% | 1,956 | -272 | -12.2% | -$4.95万 | 减仓 |
| DFEV | DIM EMRGNG MKTS VALUE | $36.30万 | 0.13% | 8,545 | 43 | 0.5% | $1,827 | 加仓 |
| MGV | VNGRD MORN MEGA CAP VALUE | $37.90万 | 0.14% | 2,322 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $38.00万 | 0.14% | 15,530 | 30 | 0.2% | $734 | 加仓 |
| WMT | WALMART INC COM | $38.20万 | 0.14% | 3,372 | -13 | -0.4% | -$1,473 | 减仓 |
| DFAW | DIM WORLD EQY | $38.40万 | 0.14% | 4,650 | 359 | 8.4% | $2.96万 | 加仓 |
| VOOG | VNGRD S&P 500 GROWTH | $39.60万 | 0.14% | 1,738 | -2,762 | -61.4% | -$62.93万 | 减仓 |
| VB | VNGRD MORN SMALL-CAP | $39.90万 | 0.15% | 1,320 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $40.60万 | 0.15% | 435 | -2 | -0.5% | -$1,867 | 减仓 |
| DHR | DANAHER CORP DEL COM | $41.90万 | 0.15% | 2,198 | 16 | 0.7% | $3,050 | 加仓 |
| DGRO | ISHARES CORE DIV GROWTH | $42.20万 | 0.15% | 5,569 | 5,569 | — | $42.20万 | 新建仓 |
| MU | MICRON TECH INC COM | $42.50万 | 0.16% | 368 | 368 | — | $42.50万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP | $45.10万 | 0.16% | 5,862 | 5,862 | — | $45.10万 | 新建仓 |
| JPIE | JPMORGAN INC | $45.40万 | 0.17% | 9,873 | -492 | -4.7% | -$2.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $45.80万 | 0.17% | 1,400 | -67 | -4.6% | -$2.19万 | 减仓 |
| STX | SEAGATE TECH HLDNGS PLC ORD SHS | $47.30万 | 0.17% | 490 | -66 | -11.9% | -$6.37万 | 减仓 |
| BBCA | JPMORGAN BETA CANADA | $49.60万 | 0.18% | 4,990 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BND | $49.80万 | 0.18% | 4,676 | 28 | 0.6% | $2,982 | 加仓 |
| AVGO | BROADCOM INC COM | $51.10万 | 0.19% | 1,355 | -164 | -10.8% | -$6.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $53.10万 | 0.19% | 1,064 | 226 | 27.0% | $11.28万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $54.10万 | 0.20% | 272 | 15 | 5.8% | $2.98万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BND | $54.50万 | 0.20% | 10,454 | -20 | -0.2% | -$1,043 | 减仓 |
| GLD | SPDR GOLD SHARES | $56.30万 | 0.21% | 1,531 | -38 | -2.4% | -$1.40万 | 减仓 |
| COKE | COCA COLA CONS INC COM | $56.60万 | 0.21% | 2,972 | -60 | -2.0% | -$1.14万 | 减仓 |
| MGK | VNGRD MORN MEGA CAP GROWTH | $56.60万 | 0.21% | 6,445 | 0 | 0.0% | — | 不变 |
| DFUS | DIM U.S. EQY MKT | $59.30万 | 0.22% | 7,394 | 2 | 0.0% | $160 | 加仓 |
| CAT | CATERPILLAR INC COM | $59.80万 | 0.22% | 563 | 4 | 0.7% | $4,249 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQY | $61.00万 | 0.22% | 8,326 | 2,327 | 38.8% | $17.05万 | 加仓 |
| — | TAPPALPHA S&P 500 GROWTH & DAILY INC | $62.50万 | 0.23% | 24,453 | 787 | 3.3% | $2.01万 | 加仓 |
| ALLT | ALLOT LTD SHS | $66.00万 | 0.24% | 74,687 | -3,444 | -4.4% | -$3.04万 | 减仓 |
| AVNM | AVANTIS ALL INTL MKTS EQY | $66.90万 | 0.24% | 8,132 | 49 | 0.6% | $4,031 | 加仓 |
| DFLV | DIM US LARGE CAP VALUE | $73.80万 | 0.27% | 18,681 | 52 | 0.3% | $2,054 | 加仓 |
| TSM | TAIWAN SEMI COND MANUFACT SPNSD ADS | $74.20万 | 0.27% | 1,552 | 2 | 0.1% | $956 | 加仓 |
| AVDE | AVANTIS INTL EQY | $75.60万 | 0.28% | 8,482 | 20 | 0.2% | $1,783 | 加仓 |
| BND | VNGRD TOTAL BND MKT | $76.60万 | 0.28% | 10,439 | 1,485 | 16.6% | $10.90万 | 加仓 |
| — | AVANTIS EMRGNG MKTS SMALL CAP EQY | $81.70万 | 0.30% | 11,791 | 883 | 8.1% | $6.12万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVST GRADE CORP BND | $82.60万 | 0.30% | 15,776 | 180 | 1.2% | $9,424 | 加仓 |
| AVES | AVANTIS EMRGNG MKTS VALUE | $85.30万 | 0.31% | 13,018 | 902 | 7.4% | $5.91万 | 加仓 |
| DFAE | DIM EMRGNG CORE EQY MKT | $95.10万 | 0.35% | 23,658 | 580 | 2.5% | $2.33万 | 加仓 |
| VWO | VNGRD FTSE EMRGNG MKTS | $96.60万 | 0.35% | 16,214 | -692 | -4.1% | -$4.12万 | 减仓 |
| XLF | STATE ST FINANCIAL SEL SECTR SPDR | $98.60万 | 0.36% | 18,394 | 1,695 | 10.2% | $9.09万 | 加仓 |
| META | META PLATFORMS INC CL A | $100.70万 | 0.37% | 1,788 | -200 | -10.1% | -$11.26万 | 减仓 |
| AVEM | AVANTIS EMRGNG MKTS EQY | $101.90万 | 0.37% | 10,567 | 31 | 0.3% | $2,989 | 加仓 |
| TMUS | T-MOBILE US INC COM | $102.90万 | 0.38% | 6,137 | 6,137 | — | $102.90万 | 新建仓 |
| BBJP | JPMORGAN BETA JAPAN | $103.30万 | 0.38% | 13,723 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $109.90万 | 0.40% | 3,204 | -52 | -1.6% | -$1.78万 | 减仓 |
| AVDS | AVANTIS INTL SMALL CAP EQY | $112.70万 | 0.41% | 14,998 | 1,773 | 13.4% | $13.32万 | 加仓 |
| SCHC | SCH INTL SMALL-CAP EQY | $113.20万 | 0.41% | 23,550 | 73 | 0.3% | $3,509 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $121.00万 | 0.44% | 26,480 | -440 | -1.6% | -$2.01万 | 减仓 |
| DFAU | DIM US CORE EQY MKT | $124.20万 | 0.45% | 24,037 | 56 | 0.2% | $2,894 | 加仓 |
| — | DIM U.S. TARGETED VALUE | $125.10万 | 0.46% | 17,915 | 4,544 | 34.0% | $31.73万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $127.80万 | 0.47% | 3,577 | -350 | -8.9% | -$12.50万 | 减仓 |
| SCHG | SCH U.S. LARGE-CAP GROWTH | $155.70万 | 0.57% | 46,020 | -348 | -0.8% | -$1.18万 | 减仓 |
| TSLA | TESLA INC COM | $176.10万 | 0.64% | 4,190 | 366 | 9.6% | $15.38万 | 加仓 |
| DFCF | DIM CORE FIXED INC | $179.00万 | 0.65% | 42,426 | 4,706 | 12.5% | $19.86万 | 加仓 |
| — | DIM US SMALL CAP VALUE | $191.50万 | 0.70% | 49,391 | 134 | 0.3% | $5,195 | 加仓 |
| VTI | VNGRD MORN TOTAL STOCK MKT | $227.30万 | 0.83% | 6,161 | 73 | 1.2% | $2.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $231.20万 | 0.84% | 11,583 | 1,475 | 14.6% | $29.44万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE | $259.50万 | 0.95% | 28,461 | 2,806 | 10.9% | $25.58万 | 加仓 |
| DFIV | DIM INTL VALUE | $261.90万 | 0.96% | 48,515 | 1,717 | 3.7% | $9.27万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $295.90万 | 1.08% | 23,840 | -1,796 | -7.0% | -$22.29万 | 减仓 |