Cloud Capital Management, LLC
- SEC CIK
- 0002060492
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 126
- 較 2026 年第 1 季 +21
- 總值
- $2.74 億
- 較 2026 年第 1 季 +$4,471 萬 (+19.5%)
| 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 ETF25434V708 | ETF | 962,620 | $4,270 萬 | 15.6% | +76,420+8.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 48,696 | $1,409 萬 | 5.1% | +1,861+4.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 362,790 | $1,352 萬 | 4.9% | +46,812+14.8% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 80,757 | $1,034 萬 | 3.8% | +290+0.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 78,710 | $981.8 萬 | 3.6% | +9,423+13.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 384,908 | $929.1 萬 | 3.4% | +37,203+10.7% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 243,478 | $896.9 萬 | 3.3% | −7,799−3.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 24,172 | $854.1 萬 | 3.1% | +434+1.8% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 340,018 | $838.4 萬 | 3.1% | −15,659−4.4% | 減碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 83,536 | $684.8 萬 | 2.5% | −1,710−2.0% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 163,825 | $665.6 萬 | 2.4% | +13,263+8.8% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 126,725 | $636.5 萬 | 2.3% | −12,238−8.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 15,337 | $572.1 萬 | 2.1% | −6,453−29.6% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 62,027 | $512.6 萬 | 1.9% | +12,072+24.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,812 | $501.6 萬 | 1.8% | +778+12.9% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 55,518 | $494.0 萬 | 1.8% | +2,846+5.4% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 110,423 | $455.4 萬 | 1.7% | +980+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 80,843 | $444.6 萬 | 1.6% | +9,083+12.7% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 41,189 | $424.3 萬 | 1.5% | +3,582+9.5% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 157,416 | $417.1 萬 | 1.5% | −2,606−1.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 52,093 | $411.6 萬 | 1.5% | +8,652+19.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 46,757 | $391.5 萬 | 1.4% | +120.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,945 | $391.1 萬 | 1.4% | +139+0.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 15,758 | $375.4 萬 | 1.4% | +730+4.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q484 | CALIFORNIA TAX F | 66,643 | $335.4 萬 | 1.2% | +66,643 | 新進 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 40,587 | $333.9 萬 | 1.2% | +110+0.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,833 | $331.9 萬 | 1.2% | +34+0.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,840 | $295.9 萬 | 1.1% | −1,796−7.0% | 減碼依 4 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 48,515 | $261.9 萬 | 1.0% | +1,717+3.7% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 28,461 | $259.5 萬 | 0.9% | +2,806+10.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 11,583 | $231.2 萬 | 0.8% | +1,475+14.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,161 | $227.3 萬 | 0.8% | +73+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 49,391 | $191.5 萬 | 0.7% | +134+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 42,426 | $179.0 萬 | 0.7% | +4,706+12.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,190 | $176.1 萬 | 0.6% | +366+9.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 46,020 | $155.7 萬 | 0.6% | −348−0.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,577 | $127.8 萬 | 0.5% | −350−8.9% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 17,915 | $125.1 萬 | 0.5% | +4,544+34.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 24,037 | $124.2 萬 | 0.5% | +56+0.2% | 加碼 | – |
| IRENIREN Ltd | ORDINARY SHARES | 26,480 | $121.0 萬 | 0.4% | −440−1.6% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 23,550 | $113.2 萬 | 0.4% | +73+0.3% | 加碼 | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 14,998 | $112.7 萬 | 0.4% | +1,773+13.4% | 加碼 | – |
| VVisa Inc. | Stock | 3,204 | $109.9 萬 | 0.4% | −52−1.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 13,723 | $103.3 萬 | 0.4% | 00.0% | 不變 | – |
| TMUST-Mobile US, Inc. | Stock | 6,137 | $102.9 萬 | 0.4% | +6,137 | 新進 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,567 | $101.9 萬 | 0.4% | +31+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,788 | $100.7 萬 | 0.4% | −200−10.1% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,394 | $98.6 萬 | 0.4% | +1,695+10.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,214 | $96.6 萬 | 0.4% | −692−4.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 23,658 | $95.1 萬 | 0.3% | +580+2.5% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 13,018 | $85.3 萬 | 0.3% | +902+7.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 15,776 | $82.6 萬 | 0.3% | +180+1.2% | 加碼 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 11,791 | $81.7 萬 | 0.3% | +883+8.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,439 | $76.6 萬 | 0.3% | +1,485+16.6% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 8,482 | $75.6 萬 | 0.3% | +20+0.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,552 | $74.2 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 18,681 | $73.8 萬 | 0.3% | +52+0.3% | 加碼 | – |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 8,132 | $66.9 萬 | 0.2% | +49+0.6% | 加碼 | – |
| ALLTAllot Ltd. | SHS | 74,687 | $66.0 萬 | 0.2% | −3,444−4.4% | 減碼 | 歷史 |
| ETF Opportunities Trust26923N553 | TAPPALPHA SPY GR | 24,453 | $62.5 萬 | 0.2% | +787+3.3% | 加碼 | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 8,326 | $61.0 萬 | 0.2% | +2,327+38.8% | 加碼 | – |
| CATCaterpillar Inc | Stock | 563 | $59.8 萬 | 0.2% | +4+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 7,394 | $59.3 萬 | 0.2% | +20.0% | 加碼 | – |
| COKECoca-Cola Consolidated, Inc. | COM | 2,972 | $56.6 萬 | 0.2% | −60−2.0% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,445 | $56.6 萬 | 0.2% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| GLDSPDR Gold Trust | ETF | 1,531 | $56.3 萬 | 0.2% | −38−2.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 10,454 | $54.5 萬 | 0.2% | −20−0.2% | 減碼 | – |
| ASMLASML Holding NV | ADR | 272 | $54.1 萬 | 0.2% | +15+5.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $53.1 萬 | 0.2% | +226+27.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,355 | $51.1 萬 | 0.2% | −164−10.8% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,676 | $49.8 萬 | 0.2% | +28+0.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 4,990 | $49.6 萬 | 0.2% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 490 | $47.3 萬 | 0.2% | −66−11.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,400 | $45.8 萬 | 0.2% | −67−4.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 9,873 | $45.4 萬 | 0.2% | −492−4.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,862 | $45.1 萬 | 0.2% | +5,862 | 新進 | – |
| MUMicron Technology Inc | Stock | 368 | $42.5 萬 | 0.2% | +368 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,569 | $42.2 萬 | 0.2% | +5,569 | 新進 | – |
| DHRDanaher Corp | Stock | 2,198 | $41.9 萬 | 0.2% | +16+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 435 | $40.6 萬 | 0.1% | −2−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,320 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,738 | $39.6 萬 | 0.1% | −2,762−61.4% | 減碼依 6 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 4,650 | $38.4 萬 | 0.1% | +359+8.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,372 | $38.2 萬 | 0.1% | −13−0.4% | 減碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 15,530 | $38.0 萬 | 0.1% | +30+0.2% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,322 | $37.9 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 8,545 | $36.3 萬 | 0.1% | +43+0.5% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,956 | $35.6 萬 | 0.1% | −272−12.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 608 | $35.3 萬 | 0.1% | +608 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 786 | $34.0 萬 | 0.1% | +786 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,299 | $33.0 萬 | 0.1% | −223−14.7% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 12,978 | $31.4 萬 | 0.1% | −5,499−29.8% | 減碼 | – |
| INTCIntel Corp | Stock | 2,202 | $30.7 萬 | 0.1% | +2,202 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 919 | $30.7 萬 | 0.1% | +24+2.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,109 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,576 | $30.4 萬 | 0.1% | +12+0.3% | 加碼 | – |
| HIGHartford Insurance Group, Inc. | Stock | 2,106 | $28.0 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 2,516 | $28.0 萬 | 0.1% | +12+0.5% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,555 | $27.9 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,783 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。