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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 80 项
建仓 2
增持 31
减持 45
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$3.4M
165,971
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.4M
184,691
+122%
增持
MGC
VANGUARD WORLD FD
+$2.8M
23,566
+127%
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
USSG
DBX ETF TR
+$1.8M
156,621
+23%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.8M
110,004
+135%
增持
VO
VANGUARD INDEX FDS
+$1.7M
10,367
+147%
清仓
QLD
PROSHARES TR
-$1.7M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
128,442
+16%
增持
MGV
VANGUARD WORLD FD
+$1.1M
14,028
+152%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
64,674
+89%
增持
MGK
VANGUARD WORLD FD
+$908.0K
5,240
+111%
增持
NUEM
NUSHARES ETF TR
+$895.0K
208,641
+7%
减持
AAPL
APPLE INC
+$792.0K
35,583
-0%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$696.0K
516,161
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$546.0K
14,028
+2%
增持
NUSC
NUSHARES ETF TR
+$524.0K
143,238
+0%
减持
IWF
ISHARES TR
-$485.0K
16,748
-10%
减持
IUSG
ISHARES TR
-$466.0K
31,578
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$425.0K
64,929
-13%
减持
TSLA
TESLA INC
+$405.0K
6,878
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$352.0K
177,091
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$343.0K
15,851
-20%
增持
NUDM
NUSHARES ETF TR
+$335.0K
29,145
+40%
增持
HYXF
ISHARES TR
+$319.0K
71,025
+5%
增持
NUBD
NUSHARES ETF TR
+$267.0K
168,596
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$251.0K
12,799
-3%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$235.0K
195,295
+4%
建仓
WMT
WALMART INC
+$219.0K
2,711
建仓
SCZ
ISHARES TR
+$204.0K
3,017
清仓
DES
WISDOMTREE TR
-$199.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$188.0K
12,105
-16%
减持
SUSA
ISHARES TR
+$166.0K
17,909
-4%
增持
SUSB
ISHARES TR
+$160.0K
140,044
+2%
减持
—
CLAYMORE EXCHANGE TRD FD TR
-$155.0K
70,841
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$149.0K
2,977
-1%
减持
GOOG
ALPHABET INC
-$147.0K
6,382
-4%
减持
IVV
ISHARES TR
-$143.0K
1,550
-18%
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$140.0K
30,437
-20%
减持
—
INVESTMENT MANAGERS SER TR I
+$127.0K
84,997
-2%
减持
MSFT
MICROSOFT CORP
-$117.0K
3,310
-4%
减持
ABBV
ABBVIE INC
-$98.0K
1,376
-36%
减持
VNQ
VANGUARD INDEX FDS
+$96.0K
37,744
-12%
减持
NVO
NOVO-NORDISK A S
-$90.0K
3,640
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$88.0K
11,596
+1%
减持
EUDG
WISDOMTREE TR
-$85.0K
10,427
-24%
减持
IWM
ISHARES TR
+$74.0K
5,412
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$71.0K
19,050
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$70.0K
28,113
-1%
减持
GOOGL
ALPHABET INC
-$68.0K
3,056
-3%
增持
ACGR
AMERICAN CENTY ETF TR
+$65.0K
8,108
+15%
减持
IJR
ISHARES TR
+$63.0K
19,675
-6%
增持
META
META PLATFORMS INC
+$61.0K
823
+1%
减持
IJH
ISHARES TR
+$56.0K
21,008
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$55.0K
14,311
+0%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$52.0K
23,662
-12%
增持
QCLN
FIRST TR EXCHANGE TRADED FD
+$50.0K
26,583
+0%
减持
NULG
NUSHARES ETF TR
-$48.0K
19,235
-5%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$47.0K
25,355
-19%
减持
FTSL
FIRST TR EXCHANGE TRADED FD
-$47.0K
75,963
-2%
减持
HD
HOME DEPOT INC
+$39.0K
777
-3%
减持
BSV
VANGUARD BD INDEX FD INC
+$38.0K
43,184
-1%
减持
DGS
WISDOMTREE TR
-$37.0K
6,497
-13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.0K
8,536
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$34.0K
7,643
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.0K
614
-2%
减持
IHDG
WISDOMTREE TR
-$32.0K
15,540
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$31.0K
8,954
+0%
减持
EFA
ISHARES TR
+$28.0K
5,891
-1%
增持
AMZN
AMAZON COM INC
-$26.0K
5,200
+1%
减持
RWX
SPDR INDEX SHS FDS
+$25.0K
20,001
-9%
减持
—
ACCENTURE PLC IRELAND
+$23.0K
673
-5%
减持
PBD
INVESCO EXCH TRADED FD TR II
-$21.0K
46,062
-6%
减持
NULV
NUSHARES ETF TR
-$20.0K
9,832
-14%
增持
NFLX
NETFLIX INC
+$10.0K
270
+1%
增持
—
EXXON MOBIL CORP
+$10.0K
3,667
+1%
减持
IYR
ISHARES TR
-$9.0K
1,911
-18%
减持
JSTC
TIDAL ETF TR
-$9.0K
10,186
-12%
减持
—
MANAGED PORTFOLIO SERIES
-$7.0K
25,035
-10%
减持
DBEF
DBX ETF TR
-$5.0K
6,318
-3%
增持
NVDA
NVIDIA CORPORATION
+$5.0K
5,439
+3%