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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES SEL DIV | $26.40万 | 0.10% | 1,694 | 1,694 | — | $26.40万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $26.30万 | 0.10% | 233 | 233 | — | $26.30万 | 新建仓 |
| ARKK | ARK INNOVATION | $25.70万 | 0.09% | 3,190 | 3,190 | — | $25.70万 | 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 |
| FIXD | FRST TST SMITH OPPORTUNISTIC FIXED INC | $24.80万 | 0.09% | 5,696 | 5,696 | — | $24.80万 | 新建仓 |
| VEA | VNGRD FTSE DEV MKTS | $24.70万 | 0.09% | 3,468 | -164 | -4.5% | -$1.17万 | 减仓 |
| TLT | ISHARES 20 YEAR TRSY BND | $24.30万 | 0.09% | 2,815 | -130 | -4.4% | -$1.12万 | 减仓 |
| VIG | VNGRD DIV APP | $23.40万 | 0.09% | 990 | -24 | -2.4% | -$5,673 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $23.30万 | 0.08% | 2,434 | 1 | 0.0% | $96 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $23.00万 | 0.08% | 6,275 | 9 | 0.1% | $330 | 加仓 |
| BA | BOEING CO COM | $22.70万 | 0.08% | 1,052 | -12 | -1.1% | -$2,589 | 减仓 |
| VGT | VNGRD INFORMATION TECH | $22.20万 | 0.08% | 1,461 | 1,461 | — | $22.20万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $21.90万 | 0.08% | 182 | -49 | -21.2% | -$5.90万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $21.50万 | 0.08% | 297 | 297 | — | $21.50万 | 新建仓 |
| NOW | SERVICENOW INC COM | $21.30万 | 0.08% | 2,154 | 656 | 43.8% | $6.49万 | 重新持有 |
| SCHF | SCH INTL EQY | $21.00万 | 0.08% | 7,585 | 7,585 | — | $21.00万 | 新建仓 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE | $20.80万 | 0.08% | 18,344 | 150 | 0.8% | $1,701 | 加仓 |
| — | DIM US HIGH PROFITABILITY | $20.40万 | 0.07% | 4,922 | 4,922 | — | $20.40万 | 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 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $19.00万 | 0.07% | 16,002 | 16,002 | — | $19.00万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $14.40万 | 0.05% | 31,389 | 31,389 | — | $14.40万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPNSD ADR | $8.70万 | 0.03% | 14,988 | 386 | 2.6% | $2,241 | 加仓 |
| — | SURF AIR MOBILITY INC COM NEW | $1.10万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | 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 |