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Colorado Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Colorado Capital Management, Inc.
报告期 2026-03-31 · CIK 0001664147
持仓数
105
前50大市值合计
$240.4K
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q4
25Q3
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 75 项
建仓 8
增持 18
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
-$2.5M
159,548
+5%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$2.5M
83,245
增持
QLD
PROSHARES TR
+$1.5M
3,571
+21%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MGC
VANGUARD WORLD FD
+$1.4M
10,396
+189%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
46,873
增持
USSG
DBX ETF TR
+$894.0K
127,387
+12%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$856.0K
34,238
建仓
MGK
VANGUARD WORLD FD
+$779.0K
2,479
增持
VO
VANGUARD INDEX FDS
+$770.0K
4,205
+324%
增持
NUEM
NUSHARES ETF TR
+$688.0K
194,516
+9%
建仓
MGV
VANGUARD WORLD FD
+$659.0K
5,557
建仓
NUDM
NUSHARES ETF TR
+$646.0K
20,745
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$574.0K
31,126
-41%
减持
—
CLAYMORE EXCHANGE TRD FD TR
-$521.0K
81,203
-10%
减持
AAPL
APPLE INC
+$499.0K
35,606
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$493.0K
74,784
-4%
减持
VNQ
VANGUARD INDEX FDS
-$487.0K
42,752
-9%
减持
DFUV
DIMENSIONAL ETF TRUST
-$450.0K
179,034
-2%
建仓
ACGR
AMERICAN CENTY ETF TR
+$384.0K
7,025
增持
SUSB
ISHARES TR
+$380.0K
137,306
+13%
增持
NUBD
NUSHARES ETF TR
+$357.0K
163,136
+12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$354.0K
110,859
+10%
减持
BSV
VANGUARD BD INDEX FD INC
-$332.0K
43,801
-9%
增持
HYXF
ISHARES TR
+$324.0K
67,385
+13%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$303.0K
13,156
-0%
减持
SUSA
ISHARES TR
-$294.0K
18,624
-10%
减持
—
MANAGED PORTFOLIO SERIES
-$284.0K
27,879
-16%
减持
SCHX
SCHWAB STRATEGIC TR
-$264.0K
19,004
-21%
增持
NUSC
NUSHARES ETF TR
-$254.0K
142,647
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$250.0K
13,784
-1%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$231.0K
188,451
+8%
减持
—
INVESTMENT MANAGERS SER TR I
-$219.0K
86,953
-5%
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$213.0K
38,172
-18%
清仓
AGG
ISHARES TR
-$211.0K
0
-100%
清仓
MUB
ISHARES TR
-$209.0K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$204.0K
3,250
清仓
SCHZ
SCHWAB STRATEGIC TR
-$201.0K
0
-100%
减持
IWF
ISHARES TR
+$201.0K
18,578
-3%
减持
GOOG
ALPHABET INC
-$185.0K
6,617
-28%
减持
IJH
ISHARES TR
-$180.0K
21,413
-9%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$164.0K
26,763
-6%
减持
IUSG
ISHARES TR
+$155.0K
36,331
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$153.0K
8,946
+11%
减持
VTV
VANGUARD INDEX FDS
-$141.0K
14,346
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$140.0K
19,917
-6%
减持
TSLA
TESLA INC
+$138.0K
7,043
-1%
减持
AMZN
AMAZON COM INC
-$127.0K
5,150
-17%
减持
EIS
ISHARES
-$123.0K
3,342
-35%
增持
ABBV
ABBVIE INC
+$100.0K
2,156
+45%
增持
NVDA
NVIDIA CORPORATION
+$94.0K
5,301
+754%
减持
GOOGL
ALPHABET INC
+$91.0K
3,154
-2%
减持
IWM
ISHARES TR
-$89.0K
5,527
-4%
减持
DES
WISDOMTREE TR
-$77.0K
6,395
-24%
减持
RWX
SPDR INDEX SHS FDS
-$77.0K
21,903
-5%
减持
IYR
ISHARES TR
-$75.0K
2,324
-25%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$72.0K
77,285
+3%
减持
IWO
ISHARES TR
-$68.0K
814
-22%
减持
PBD
INVESCO EXCH TRADED FD TR II
-$63.0K
49,257
-4%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$50.0K
520,988
+2%
减持
HD
HOME DEPOT INC
-$46.0K
802
-5%
减持
NFLX
NETFLIX INC
-$39.0K
268
-26%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$35.0K
6,069
-0%
减持
QCLN
FIRST TR EXCHANGE TRADED FD
-$34.0K
26,580
-2%
减持
—
ACCENTURE PLC IRELAND
-$32.0K
709
-0%
减持
IVV
ISHARES TR
+$31.0K
1,895
-1%
减持
JNJ
JOHNSON & JOHNSON
-$29.0K
2,221
-1%
增持
META
META PLATFORMS INC
+$25.0K
813
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.0K
627
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$15.0K
8,516
-8%
减持
PG
PROCTER AND GAMBLE CO
+$13.0K
6,219
-0%
减持
IJK
ISHARES TR
-$11.0K
2,199
-2%
减持
DGS
WISDOMTREE TR
-$9.0K
7,510
-3%
减持
MSFT
MICROSOFT CORP
+$9.0K
3,447
-5%
减持
NULG
NUSHARES ETF TR
+$5.0K
20,166
-6%
减持
PFE
PFIZER INC
+$4.0K
23,194
-0%