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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
25Q3 调仓
2024-12-31 → 2025-09-30 · 共 97 项
建仓 14
增持 40
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$6.5M
31,561
+395%
增持
USSG
DBX ETF TR
+$6.5M
276,405
+42%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.7M
419,421
+28%
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
+$4.9M
50,728
+45%
建仓
SUSC
ISHARES TR
+$4.4M
186,445
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.2M
244,391
+37%
增持
NUEM
NUSHARES ETF TR
+$2.5M
253,733
+13%
建仓
SHOP
SHOPIFY INC
+$2.4M
16,450
增持
—
INVESTMENT MANAGERS SER TR I
+$2.2M
179,777
+155%
增持
MGV
VANGUARD WORLD FD
+$2.1M
38,268
+50%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.6M
146,699
+56%
清仓
TSLA
TESLA INC
-$1.6M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
195,284
+13%
增持
SUSB
ISHARES TR
+$1.4M
212,347
+31%
增持
ACGR
AMERICAN CENTY ETF TR
+$1.1M
26,843
+150%
增持
VO
VANGUARD INDEX FDS
+$1.1M
18,552
+13%
增持
MGK
VANGUARD WORLD FD
+$1.1M
9,074
+20%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$898.0K
558,671
+12%
增持
HYXF
ISHARES TR
+$741.0K
89,179
+18%
增持
DFAS
DIMENSIONAL ETF TRUST
+$712.0K
146,294
+2%
减持
IVW
ISHARES TR
-$696.0K
26,011
-31%
减持
DFUV
DIMENSIONAL ETF TRUST
-$685.0K
132,093
-18%
减持
—
CLAYMORE EXCHANGE TRD FD TR
-$668.0K
42,071
-32%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$607.0K
11,381
-49%
减持
SCHM
SCHWAB STRATEGIC TR
-$552.0K
100,223
-21%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$490.0K
8,419
-13%
增持
MSFT
MICROSOFT CORP
+$442.0K
2,886
+16%
增持
EEM
ISHARES TR
+$396.0K
33,184
+1%
建仓
JPM
JPMORGAN CHASE & CO.
+$392.0K
1,244
建仓
DCOR
DIMENSIONAL ETF TRUST
+$385.0K
5,349
建仓
DFSU
DIMENSIONAL ETF TRUST
+$382.0K
8,989
建仓
VOO
VANGUARD INDEX FDS
+$356.0K
581
建仓
DSI
ISHARES TR
+$341.0K
2,707
增持
GOOGL
ALPHABET INC
+$333.0K
3,585
+26%
增持
QQQ
INVESCO QQQ TR
+$324.0K
3,406
+1%
建仓
COF
CAPITAL ONE FINL CORP
+$298.0K
1,400
减持
VNQ
VANGUARD INDEX FDS
-$293.0K
27,234
-13%
减持
—
MANAGED PORTFOLIO SERIES
-$292.0K
12,237
-39%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$290.0K
4,844
减持
PBD
INVESCO EXCH TRADED FD TR II
-$286.0K
16,374
-64%
增持
SCHG
SCHWAB STRATEGIC TR
+$286.0K
37,299
+15%
增持
NUDM
NUSHARES ETF TR
+$284.0K
35,532
+1%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$283.0K
214,418
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$282.0K
3,120
+10%
建仓
CAT
CATERPILLAR INC
+$280.0K
587
增持
AVDS
AMERICAN CENTY ETF TR
+$271.0K
9,124
+37%
建仓
IXUS
ISHARES TR
+$265.0K
3,211
减持
SUSA
ISHARES TR
-$263.0K
13,030
-19%
清仓
RWX
SPDR INDEX SHS FDS
-$250.0K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$247.0K
750
减持
IWD
ISHARES TR
+$243.0K
15,404
-1%
减持
IWF
ISHARES TR
+$236.0K
14,579
-11%
增持
AMZN
AMAZON COM INC
+$216.0K
6,150
+19%
建仓
IWB
ISHARES TR
+$211.0K
577
减持
NVDA
NVIDIA CORPORATION
+$211.0K
5,187
-8%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$203.0K
6,501
清仓
IWO
ISHARES TR
-$201.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$197.0K
5,225
+43%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$196.0K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$173.0K
9,285
-29%
减持
SPY
SPDR S&P 500 ETF TR
+$164.0K
12,442
-10%
增持
SCHX
SCHWAB STRATEGIC TR
+$160.0K
47,845
+1%
减持
NULG
NUSHARES ETF TR
-$159.0K
13,460
-23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$159.0K
10,011
+15%
增持
META
META PLATFORMS INC
+$156.0K
879
+5%
减持
NUBD
NUSHARES ETF TR
-$141.0K
154,495
-7%
减持
IJR
ISHARES TR
-$136.0K
15,487
-10%
减持
AAPL
APPLE INC
+$135.0K
34,669
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$132.0K
43,305
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$131.0K
27,045
-0%
减持
NVO
NOVO-NORDISK A S
-$130.0K
4,209
-0%
减持
BSV
VANGUARD BD INDEX FD INC
-$127.0K
42,992
-6%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$126.0K
12,621
-34%
减持
QCLN
FIRST TR EXCHANGE TRADED FD
-$126.0K
17,564
-31%
减持
IUSG
ISHARES TR
+$116.0K
22,710
-13%
增持
IWM
ISHARES TR
+$115.0K
5,169
+1%
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$111.0K
19,345
-19%
增持
SCHF
SCHWAB STRATEGIC TR
+$105.0K
16,864
+8%
增持
NULV
NUSHARES ETF TR
+$102.0K
11,164
+14%
减持
VTV
VANGUARD INDEX FDS
-$96.0K
8,431
-14%
减持
EFA
ISHARES TR
+$95.0K
5,806
-2%
增持
PG
PROCTER AND GAMBLE CO
-$86.0K
6,228
+0%
减持
NFLX
NETFLIX INC
+$80.0K
268
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$79.0K
38,275
+8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$79.0K
6,074
-1%
减持
DGRW
WISDOMTREE TR
+$69.0K
9,768
-1%
减持
IVV
ISHARES TR
+$67.0K
1,463
-6%
增持
—
ACCENTURE PLC IRELAND
-$57.0K
730
+8%
增持
IJH
ISHARES TR
+$56.0K
17,494
+0%
减持
NUSC
NUSHARES ETF TR
-$45.0K
133,180
-6%
减持
EUDG
WISDOMTREE TR
+$33.0K
7,363
-3%
减持
DGS
WISDOMTREE TR
+$28.0K
5,990
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$21.0K
479
-2%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$13.0K
76,640
+1%
减持
ABBV
ABBVIE INC
+$5.0K
887
-21%
减持
HD
HOME DEPOT INC
-$3.0K
726
-5%
减持
IWR
ISHARES TR
+$1.0K
3,858
-8%
