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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 79 项
建仓 1
增持 31
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.7M
327,731
+77%
增持
MGC
VANGUARD WORLD FD
+$2.6M
35,014
+49%
增持
USSG
DBX ETF TR
+$2.1M
194,350
+24%
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
SCHM
SCHWAB STRATEGIC TR
-$1.9M
127,141
+96%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.8M
9,671
-24%
增持
VO
VANGUARD INDEX FDS
+$1.6M
16,480
+59%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.5M
178,107
+62%
增持
MGV
VANGUARD WORLD FD
+$1.4M
25,530
+82%
增持
DFAS
DIMENSIONAL ETF TRUST
+$972.0K
142,945
+11%
减持
—
CLAYMORE EXCHANGE TRD FD TR
-$964.0K
62,195
-12%
增持
MGK
VANGUARD WORLD FD
+$906.0K
7,552
+44%
减持
VNQ
VANGUARD INDEX FDS
-$894.0K
31,237
-17%
减持
DFUV
DIMENSIONAL ETF TRUST
-$795.0K
160,993
-9%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$682.0K
499,236
-3%
减持
—
INVESTMENT MANAGERS SER TR I
-$598.0K
70,392
-17%
减持
IUSG
ISHARES TR
-$544.0K
25,988
-18%
增持
DFGR
DIMENSIONAL ETF TRUST
+$536.0K
94,043
+45%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$500.0K
13,074
-18%
增持
SUSB
ISHARES TR
+$491.0K
162,494
+16%
减持
VTV
VANGUARD INDEX FDS
-$445.0K
9,852
-19%
减持
AAPL
APPLE INC
+$402.0K
34,712
-2%
减持
MSFT
MICROSOFT CORP
-$371.0K
2,497
-25%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$361.0K
19,134
-25%
建仓
AVDS
AMERICAN CENTY ETF TR
+$345.0K
6,658
减持
IJR
ISHARES TR
-$325.0K
17,151
-13%
减持
—
MANAGED PORTFOLIO SERIES
-$312.0K
20,116
-20%
减持
IWF
ISHARES TR
+$306.0K
16,417
-2%
减持
SUSA
ISHARES TR
-$304.0K
16,108
-10%
减持
RWX
SPDR INDEX SHS FDS
-$301.0K
10,849
-46%
增持
IVW
ISHARES TR
+$256.0K
37,783
+1%
减持
TSLA
TESLA INC
-$225.0K
3,898
-43%
减持
IJH
ISHARES TR
-$223.0K
17,427
-17%
减持
NUSC
NUSHARES ETF TR
-$218.0K
141,297
-1%
减持
NUBD
NUSHARES ETF TR
-$217.0K
165,729
-2%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$217.0K
0
-100%
清仓
IYR
ISHARES TR
-$195.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$192.0K
47,456
+149%
增持
ACGR
AMERICAN CENTY ETF TR
+$171.0K
10,738
+32%
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$171.0K
23,885
-22%
清仓
ET
ENERGY TRANSFER EQUITY L P
-$166.0K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$166.0K
172,450
+4%
减持
AMZN
AMAZON COM INC
+$165.0K
5,168
-1%
减持
EEM
ISHARES TR
-$134.0K
32,912
-0%
增持
HYXF
ISHARES TR
+$131.0K
75,640
+6%
减持
EUDG
WISDOMTREE TR
-$129.0K
7,596
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$127.0K
487
-21%
增持
BSV
VANGUARD BD INDEX FD INC
+$121.0K
45,544
+5%
增持
NVDA
NVIDIA CORPORATION
+$97.0K
5,634
+4%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$93.0K
22,393
-5%
减持
NULG
NUSHARES ETF TR
-$91.0K
17,451
-9%
减持
QCLN
FIRST TR EXCHANGE TRADED FD
-$91.0K
25,424
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$83.0K
2,840
-5%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$80.0K
204,696
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$77.0K
13,863
-1%
减持
PFE
PFIZER INC
-$75.0K
22,464
-3%
减持
ABBV
ABBVIE INC
-$72.0K
1,126
-18%
增持
NUDM
NUSHARES ETF TR
+$72.0K
35,041
+20%
增持
NVO
NOVO-NORDISK A S
-$69.0K
4,229
+16%
减持
IWM
ISHARES TR
-$59.0K
5,140
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$50.0K
27,077
-4%
增持
NUEM
NUSHARES ETF TR
+$50.0K
224,740
+8%
增持
EFA
ISHARES TR
-$46.0K
5,912
+0%
减持
—
EXXON MOBIL CORP
-$38.0K
3,648
-1%
减持
DGS
WISDOMTREE TR
-$35.0K
6,423
-1%
增持
PG
PROCTER AND GAMBLE CO
-$34.0K
6,222
+0%
减持
GOOGL
ALPHABET INC
+$32.0K
2,845
-7%
减持
IWO
ISHARES TR
-$30.0K
698
-14%
增持
SCHG
SCHWAB STRATEGIC TR
-$29.0K
32,434
+262%
增持
SCHB
SCHWAB STRATEGIC TR
+$29.0K
43,215
+202%
减持
DGRW
WISDOMTREE TR
-$27.0K
9,887
-0%
增持
SCHF
SCHWAB STRATEGIC TR
-$26.0K
15,573
+104%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$25.0K
8,688
+2%
减持
QQQ
INVESCO QQQ TR
-$22.0K
3,367
-6%
减持
HD
HOME DEPOT INC
-$18.0K
764
-2%
增持
META
META PLATFORMS INC
+$18.0K
835
+1%
减持
FTSL
FIRST TR EXCHANGE TRADED FD
+$14.0K
75,685
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$14.0K
35,361
+205%
减持
IWR
ISHARES TR
-$14.0K
4,199
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.0K
6,124
+1%