Consultiva Wealth Management, Corp. 13F 持仓 · 2026年Q2
Consultiva Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 282 只证券，申报市值合计 4,437.33 万美元。前几大持仓：VOO（11.79%）、NVDA（8.95%）、VXUS（8.70%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $5.2M | 11.79% | 7,619 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $4.0M | 8.95% | 19,850 | 持平 |
| 3 | VXUS | VANGUARD STAR FDS | $3.9M | 8.70% | 45,137 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $3.6M | 8.12% | 22,803 | 增持 |
| 5 | GOOGL | ALPHABET INC | $2.4M | 5.44% | 6,750 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $1.8M | 4.06% | 5,945 | 增持 |
| 7 | AAPL | APPLE INC | $1.3M | 2.98% | 4,574 | 持平 |
| 8 | URI | UNITED RENTALS INC | $1.1M | 2.55% | 1,000 | 持平 |
| 9 | QAI | NEW YORK LIFE INVESTMENTS ET | $1.0M | 2.35% | 28,473 | 减持 |
| 10 | VGT | VANGUARD WORLD FD | $941,937 | 2.12% | 7,881 | 增持 |
| 11 | AXP | AMERICAN EXPRESS CO | $765,122 | 1.72% | 2,262 | 持平 |
| 12 | GEV | GE VERNOVA INC | $727,238 | 1.64% | 619 | 减持 |
| 13 | GE | GE AEROSPACE | $708,218 | 1.60% | 1,895 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $590,176 | 1.33% | 1,803 | 减持 |
| 15 | VYMI | VANGUARD WHITEHALL FDS | $529,985 | 1.19% | 5,397 | 增持 |
| 16 | RAAX | VANECK ETF TRUST | $489,885 | 1.10% | 12,349 | 新建仓 |
| 17 | AMZN | AMAZON COM INC | $382,059 | 0.86% | 1,603 | 持平 |
| 18 | QLTA | ISHARES TR | $380,017 | 0.86% | 7,997 | 持平 |
| 19 | BA | BOEING CO | $353,928 | 0.80% | 1,635 | 持平 |
| 20 | SNDK | SANDISK CORP | $331,965 | 0.75% | 146 | 持平 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $319,501 | 0.72% | 550 | 减持 |
| 22 | GLD | SPDR GOLD TR | $313,123 | 0.71% | 850 | 持平 |
| 23 | GOOG | ALPHABET INC | $300,331 | 0.68% | 850 | 持平 |
| 24 | VBNK | VERSABANK NEW | $301,730 | 0.68% | 13,000 | 持平 |
| 25 | WDC | WESTERN DIGITAL CORP | $281,037 | 0.63% | 440 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR