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Cloud Capital Management, LLC

SEC CIK
0002060492
最新申報
2026/8/13

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/12 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
103
較 2025 年第 3 季 −1,485
總值
$2.12 億
較 2025 年第 3 季 +$2,200 萬 (+11.6%)
申報日
2026/2/12
SEC
Cloud Capital Management, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Dimensional U.S. Core Equity 2 ETF25434V708ETF737,116$2,918 萬13.8%+64,560+9.6%加碼–
AAPLApple Inc.Stock56,134$1,526 萬7.2%+10,265+22.4%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES549,467$1,339 萬6.3%−581−0.1%減碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF281,581$921.6 萬4.4%+3,460+1.2%加碼–
Vanguard Malvern FDS922020805STRM INFPROIDX163,869$810.4 萬3.8%+3,361+2.1%加碼–
MSFTMicrosoft CorpStock21,459$793.1 萬3.7%+8,188+61.7%加碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY228,750$788.2 萬3.7%+42,874+23.1%加碼–
GOOGAlphabet Inc.Stock22,887$718.0 萬3.4%+637+2.9%加碼歷史
American Centy ETF Tr025072885US EQT ETF62,198$695.2 萬3.3%+3,723+6.4%加碼–
Dimensional ETF Trust25434V625US COR EQU 1 ETF91,742$675.4 萬3.2%+24,625+36.7%加碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF238,791$598.8 萬2.8%+73,174+44.2%加碼–
American Centy ETF Tr025072877US SML CP VALU46,465$473.8 萬2.2%+8,690+23.0%加碼–
Schwab US Tips ETF808524870ETF165,602$438.6 萬2.1%+19,278+13.2%加碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO108,328$358.2 萬1.7%+17,439+19.2%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF47,804$351.6 萬1.7%+913+1.9%加碼–
iShares Tr46435G326CORE MSCI INTL42,277$348.6 萬1.6%+7,449+21.4%加碼–
AMZNAmazon Com IncStock14,683$338.9 萬1.6%+1,143+8.4%加碼歷史
Vanguard Morningstar Value ETF922908744ETF16,690$318.7 萬1.5%+433+2.7%加碼–
Vanguard S&P 500 ETF922908363ETF4,804$301.3 萬1.4%+286+6.3%加碼–
Invesco QQQ Trust Series I46090E103ETF4,766$292.8 萬1.4%+223+4.9%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK75,715$288.5 萬1.4%+12,574+19.9%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD36,020$287.1 萬1.4%+2,144+6.3%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF39,174$272.9 萬1.3%+193+0.5%加碼–
American Centy ETF Tr025072802INTL SMCP VLU27,697$260.2 萬1.2%+5,020+22.1%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL45,497$227.0 萬1.1%+974+2.2%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE47,249$220.1 萬1.0%+9,040+23.7%加碼–
METAMeta Platforms, Inc.Stock3,076$203.0 萬1.0%+2,475+411.8%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF5,242$175.6 萬0.8%+1,063+25.4%加碼–
iShares Russell 1000 Growth ETF464287614ETF3,705$175.3 萬0.8%+3,489+1,615.3%加碼–
TSLATesla, Inc.Stock3,723$167.4 萬0.8%+1,647+79.3%加碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF49,116$161.4 萬0.8%+8,141+19.9%加碼–
NVDANVIDIA CorpStock8,485$158.2 萬0.7%+2,877+51.3%加碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF36,080$153.4 萬0.7%+16,470+84.0%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF45,588$148.7 萬0.7%−3,056−6.3%減碼–
GOOGLAlphabet Inc.Stock4,493$140.6 萬0.7%+2,194+95.4%加碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU17,002$128.8 萬0.6%+2,539+17.6%加碼–
VVisa Inc.Stock3,121$109.4 萬0.5%+137+4.6%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF22,784$103.7 萬0.5%+686+3.1%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF17,150$93.9 萬0.4%+2,711+18.8%加碼–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN13,723$90.4 萬0.4%00.0%不變–
American Centy ETF Tr025072190AVANTIS INTL SML12,613$88.0 萬0.4%+802+6.8%加碼–
ALLTAllot Ltd.SHS76,553$75.2 萬0.4%+561+0.7%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF13,784$74.1 萬0.4%+2,720+24.6%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF22,747$74.0 萬0.3%+3,437+17.8%加碼–
iShares Tr464288646ISHS 1-5YR INVS13,402$70.8 萬0.3%+13,402新進–
American Centy ETF Tr025072703INTL EQT ETF8,400$69.1 萬0.3%+17+0.2%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT8,609$66.3 萬0.3%+670+8.4%加碼–
Vanguard Total Bond Market ETF921937835ETF8,903$65.8 萬0.3%−2,160−19.5%減碼–
GLDSPDR Gold TrustETF1,659$65.7 萬0.3%00.0%不變歷史
American Centy ETF Tr025072174AVANTIS ALL INT8,566$62.9 萬0.3%+235+2.8%加碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB31,770$62.1 萬0.3%+31,770新進–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2626,496$61.8 萬0.3%+26,496新進–
JPMJPMorgan Chase & CoStock1,713$55.2 萬0.3%+682+66.1%加碼歷史
J P Morgan Exchange Traded F46654Q773JPMORGAM LTD DUR10,376$54.5 萬0.3%+9,021+665.8%加碼–
Global X FDS37960A4381 3 MO T BI ET5,234$52.5 萬0.2%+5,234新進–
American Centy ETF Tr025072372EMERGING MKT VAL8,933$52.0 萬0.2%+1,074+13.7%加碼–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 202722,466$50.8 萬0.2%+22,466新進–
AVGOBroadcom Inc.Stock1,461$50.5 萬0.2%+484+49.5%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF4,628$49.2 萬0.2%+4,628新進–
American Centy ETF Tr025072141AVANTIS EMERGING7,791$48.6 萬0.2%+987+14.5%加碼–
ETF Opportunities Trust26923N553TAPPALPHA SPY GR19,033$48.5 萬0.2%+847+4.7%加碼–
DHRDanaher CorpStock2,112$48.4 萬0.2%+57+2.8%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND1,159$47.8 萬0.2%−27−2.3%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,555$47.3 萬0.2%+163+11.7%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW4,990$46.4 萬0.2%00.0%不變–
COKECoca-Cola Consolidated, Inc.COM3,016$46.1 萬0.2%+3+0.1%加碼歷史
WMTWalmart Inc.Stock3,734$41.6 萬0.2%+2,089+127.0%加碼歷史
ARESAres Management CorpCL A COM STK2,512$40.6 萬0.2%−36−1.4%減碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF11,751$40.2 萬0.2%+33+0.3%加碼–
JNJJohnson & JohnsonStock1,778$36.8 萬0.2%+537+43.3%加碼歷史
BRK.BBerkshire Hathaway IncStock686$34.5 萬0.2%+149+27.7%加碼歷史
PMPhilip Morris International Inc.Stock2,116$34.2 萬0.2%+150+7.6%加碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF5,555$33.0 萬0.2%+215+4.0%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF1,273$32.8 萬0.2%+13+1.0%加碼–
CATCaterpillar IncStock570$32.6 萬0.2%+24+4.4%加碼歷史
LRCXLam Research CorpStock1,894$32.4 萬0.2%+1,272+204.5%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,311$31.9 萬0.2%+19+0.8%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF709$31.5 萬0.1%−177−20.0%減碼–
Vanguard World FD921910840MEGA CAP VAL ETF2,196$30.9 萬0.1%−6−0.3%減碼–
American Centy ETF Tr025072323AVAN US SMAL ETF5,261$30.9 萬0.1%+1,655+45.9%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF12,660$30.6 萬0.1%+5,516+77.2%加碼–
UUnity Software Inc.COM6,613$29.2 萬0.1%+6,568+14,595.6%加碼歷史
BABAAlibaba Group Holding LtdADR1,983$29.0 萬0.1%+1,598+415.1%加碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF5,109$28.7 萬0.1%00.0%不變–
COSTCostco Wholesale CorpStock317$27.3 萬0.1%−175−35.6%減碼歷史
iShares Tr46428743220 YR TR BD ETF3,054$26.6 萬0.1%+9+0.3%加碼–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2812,472$25.6 萬0.1%+12,472新進–
Dimensional ETF Trust25434V740EMERGING MKTS VA7,598$25.6 萬0.1%+38+0.5%加碼–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB12,974$25.6 萬0.1%+12,974新進–
SESea LtdSPONSORD ADS2,005$25.5 萬0.1%+148+8.0%加碼歷史
SHOPShopify Inc.Stock1,566$25.2 萬0.1%+634+68.0%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,783$25.0 萬0.1%00.0%不變–
LLYEli Lilly & CoStock232$25.0 萬0.1%+131+129.7%加碼歷史
ASMLASML Holding NVADR234$25.0 萬0.1%+39+20.0%加碼歷史
EPDEnterprise Products Partners L.P.Stock7,751$24.8 萬0.1%+2,395+44.7%加碼歷史
DLRDigital Realty Trust, Inc.COM1,538$23.9 萬0.1%+24+1.6%加碼歷史
XOMExxonMobil Holdings CorpCOM1,938$23.3 萬0.1%+1,386+251.1%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF3,720$23.2 萬0.1%+3,102+501.9%加碼–
NOWServiceNow, Inc.Stock1,498$22.9 萬0.1%+888+145.6%加碼依 5 比 1 拆股換算歷史
ORCLOracle CorpStock1,175$22.9 萬0.1%−241−17.0%減碼歷史

2025 年第 3 季之後清倉(1,493 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 1,493 檔。

Cloud Capital Management, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
SPOTSpotify Technology S.A.Stock382$26.6 萬0.1%歷史
NFLXNetflix IncStock185$22.1 萬0.1%歷史
SBUXStarbucks CorpStock2,448$20.6 萬0.1%歷史
Manager Directed Portfolios56170L695VERT GLB SUST RE17,914$19.0 萬0.1%–
HOODRobinhood Markets, Inc.Stock1,242$17.7 萬0.1%歷史
OHIOmega Healthcare Investors IncCOM4,000$16.8 萬0.1%歷史
SAPSAP SEADR618$16.5 萬0.1%歷史
Dimensional ETF Trust25434V856INFLATION PROTE3,820$16.1 萬0.1%–
Vanguard High Dividend Yield Index ETF921946406ETF1,141$16.0 萬0.1%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF6,149$15.4 萬0.1%–
MELIMercadolibre IncCOM64$14.9 萬0.1%歷史
iShares Russell 1000 Value ETF464287598ETF706$14.3 萬0.1%–
SNOWSnowflake Inc.Stock634$14.2 萬0.1%歷史
CPNGCoupang, Inc.CL A4,329$13.9 萬0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A8,678$13.8 萬0.1%歷史
Schwab International Equity ETF808524805ETF5,878$13.6 萬0.1%–
CPCanadian Pacific Kansas City LtdCOM1,797$13.4 萬0.1%歷史
RTXRTX CorpStock790$13.2 萬0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF624$13.1 萬0.1%–
PSXPhillips 66Stock967$13.1 萬0.1%歷史
LINLinde PLCStock274$13.0 萬0.1%歷史
VALUValue Line IncCOM3,299$12.8 萬0.1%歷史
TTWOTake Two Interactive Software IncCOM488$12.6 萬0.1%歷史
AGYSAgilysys IncCOM1,196$12.5 萬0.1%歷史
VRTVertiv Holdings CoCOM CL A834$12.5 萬0.1%歷史
Vanguard Information Technology ETF92204A702ETF164$12.3 萬0.1%–
PIPRPiper Sandler CompaniesCOM353$12.2 萬0.1%歷史
STXSeagate Technology Holdings plcORD SHS504$11.9 萬0.1%歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF389$11.6 萬0.1%–
Vanguard Morningstar Growth ETF922908736ETF242$11.6 萬0.1%–
Vanguard Star FDS921909768VG TL INTL STK F1,580$11.6 萬0.1%–
ACGLArch Capital Group Ltd.Stock1,259$11.4 萬0.1%歷史
UBSUBS Group AGStock2,690$11.0 萬0.1%歷史
Vanguard Total World Stock ETF922042742ETF783$10.7 萬0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF359$10.5 萬0.1%–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE1,466$10.2 萬0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF657$10.1 萬0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF580$10.1 萬0.1%–
CMECME Group Inc.COM359$9.70 萬0.1%歷史
RACEFerrari N.V.COM196$9.50 萬0.1%歷史
CRDOCredo Technology Group Holding LtdStock642$9.30 萬<0.1%歷史
FFord Motor CoStock7,796$9.20 萬<0.1%歷史
IBNIcici Bank LtdADR3,061$9.20 萬<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR1,205$9.20 萬<0.1%歷史
MAMastercard IncStock160$9.10 萬<0.1%歷史
IBMInternational Business Machines CorpStock326$9.10 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock564$9.00 萬<0.1%歷史
PGRProgressive CorpStock363$8.90 萬<0.1%歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V2,514$8.90 萬<0.1%–
HDHome Depot, Inc.Stock215$8.70 萬<0.1%歷史
NSCNorfolk Southern CorpStock292$8.70 萬<0.1%歷史
KKRKKR & Co. Inc.COM672$8.70 萬<0.1%歷史
INTUIntuit Inc.Stock125$8.50 萬<0.1%歷史
iShares Inc46434G855MSCI GBL GOLD MN1,318$8.50 萬<0.1%–
DISWalt Disney CoStock726$8.30 萬<0.1%歷史
PCARPaccar IncCOM843$8.20 萬<0.1%歷史
American Centy ETF Tr025072133AVAN US VALU ETF1,173$8.00 萬<0.1%–
HWMHowmet Aerospace Inc.Stock396$7.70 萬<0.1%歷史
PEPPepsiCo IncStock546$7.60 萬<0.1%歷史
CVXChevron CorpStock483$7.50 萬<0.1%歷史
WMWaste Management IncStock339$7.40 萬<0.1%歷史
VLTOVeralto CorpStock699$7.40 萬<0.1%歷史
AONAon plcCL A209$7.40 萬<0.1%歷史
EOGEOG Resources IncStock653$7.30 萬<0.1%歷史
ETNEaton Corp plcStock195$7.20 萬<0.1%歷史
Avantis All Equity Markets Value ETF025072216SHS1,032$7.20 萬<0.1%–
METMetlife IncStock869$7.10 萬<0.1%歷史
CNQCanadian Natural Resources LtdCOM2,190$7.00 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock1,018$6.90 萬<0.1%歷史
TXNTexas Instruments IncStock379$6.90 萬<0.1%歷史
BXBlackstone Inc.COM403$6.90 萬<0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT779$6.90 萬<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF268$6.80 萬<0.1%–
NVONovo Nordisk A SADR1,227$6.80 萬<0.1%歷史
UBERUber Technologies, IncStock689$6.70 萬<0.1%歷史
NBTBNBT Bancorp IncCOM1,603$6.60 萬<0.1%歷史
iShares S&P 500 Growth ETF464287309ETF540$6.50 萬<0.1%–
MNDYmonday.com Ltd.SHS337$6.50 萬<0.1%歷史
BKNGBooking Holdings Inc.Stock12$6.40 萬<0.1%歷史
WCNWaste Connections, Inc.COM369$6.40 萬<0.1%歷史
VEEVVeeva Systems IncStock214$6.30 萬<0.1%歷史
BACBank of America CorpStock1,215$6.20 萬<0.1%歷史
iShares MSCI Eafe ETF464287465ETF672$6.20 萬<0.1%–
APPAppLovin CorpCOM CL A86$6.10 萬<0.1%歷史
BLKBlackRock, Inc.Stock51$5.90 萬<0.1%歷史
PLTRPalantir Technologies Inc.Stock320$5.80 萬<0.1%歷史
BNEDBarnes & Noble Education, Inc.COM NEW5,762$5.70 萬<0.1%歷史
ANETArista Networks, Inc.Stock390$5.60 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW1,007$5.60 萬<0.1%歷史
CIENCiena CorpCOM NEW378$5.50 萬<0.1%歷史
GSGoldman Sachs Group IncStock67$5.40 萬<0.1%歷史
NEMNEWMONT CorpStock643$5.40 萬<0.1%歷史
PENNPENN Entertainment, Inc.COM2,848$5.40 萬<0.1%歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF760$5.40 萬<0.1%–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF330$5.40 萬<0.1%–
ABBVAbbVie Inc.Stock232$5.30 萬<0.1%歷史
iShares Inc464286632MSCI ISRAEL ETF519$5.20 萬<0.1%–
MUMicron Technology IncStock301$5.00 萬<0.1%歷史
SYKStryker CorpStock136$5.00 萬<0.1%歷史
MCDMcDonalds CorpStock166$5.00 萬<0.1%歷史