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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 83 项
建仓 2
增持 42
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$2.0M
30,938
-2%
增持
USSG
DBX ETF TR
+$1.2M
285,902
+3%
增持
MGV
VANGUARD WORLD FD
+$1.1M
45,428
+19%
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
+$1.0M
53,387
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$938.0K
424,667
+1%
增持
SUSB
ISHARES TR
+$805.0K
244,835
+15%
建仓
AKRE
PROFESSIONALLY MANAGED PORTFO
+$639.0K
9,761
减持
ACGR
AMERICAN CENTY ETF TR
-$638.0K
16,956
-37%
减持
SCHM
SCHWAB STRATEGIC TR
-$608.0K
78,580
-22%
增持
DFAE
DIMENSIONAL ETF TRUST
+$593.0K
254,806
+4%
减持
NUEM
NUSHARES ETF TR
-$520.0K
239,907
-5%
减持
IWF
ISHARES TR
-$406.0K
13,570
-7%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$387.0K
5,239
-54%
增持
DFAS
DIMENSIONAL ETF TRUST
+$365.0K
148,982
+2%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$342.0K
12,590
减持
AAPL
APPLE INC
+$341.0K
33,726
-3%
清仓
HD
HOME DEPOT INC
-$294.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$259.0K
3,615
+1%
减持
—
CLAYMORE EXCHANGE TRD FD TR
-$250.0K
38,929
-7%
减持
MSFT
MICROSOFT CORP
-$221.0K
2,634
-9%
减持
VTV
VANGUARD INDEX FDS
-$219.0K
7,084
-16%
减持
NULG
NUSHARES ETF TR
-$211.0K
11,533
-14%
增持
HYXF
ISHARES TR
+$194.0K
93,722
+5%
增持
MGK
VANGUARD WORLD FD
+$190.0K
9,308
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$174.0K
130,431
-1%
增持
SUSC
ISHARES TR
+$165.0K
194,916
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$157.0K
203,074
+4%
增持
PG
PROCTER AND GAMBLE CO
+$146.0K
7,698
+24%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$134.0K
559,209
+0%
减持
—
INVESTMENT MANAGERS SER TR I
-$131.0K
175,755
-2%
增持
—
EXXON MOBIL CORP
+$130.0K
5,979
+14%
增持
VO
VANGUARD INDEX FDS
+$129.0K
19,225
+4%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$122.0K
220,747
+3%
减持
VNQ
VANGUARD INDEX FDS
-$119.0K
26,799
-2%
增持
BSV
VANGUARD BD INDEX FD INC
+$117.0K
44,527
+4%
减持
DSI
ISHARES TR
-$109.0K
1,798
-34%
减持
SUSA
ISHARES TR
-$102.0K
12,397
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$99.0K
12,301
-1%
减持
IWD
ISHARES TR
+$94.0K
15,355
-0%
增持
VOO
VANGUARD INDEX FDS
+$86.0K
705
+21%
增持
JNJ
JOHNSON & JOHNSON
+$78.0K
2,370
+7%
增持
IVW
ISHARES TR
+$74.0K
26,076
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$71.0K
8,200
-3%
增持
NFLX
NETFLIX INC
-$70.0K
2,680
+900%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.0K
2,989
-4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$66.0K
154,125
+5%
增持
META
META PLATFORMS INC
-$55.0K
894
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$52.0K
8,872
-4%
减持
EMLP
FIRST TR EXCHANGE TRADED FD
-$47.0K
18,330
-5%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$42.0K
77,490
+1%
减持
—
MANAGED PORTFOLIO SERIES
-$38.0K
12,087
-1%
减持
NUSC
NUSHARES ETF TR
-$36.0K
130,720
-2%
增持
NUDM
NUSHARES ETF TR
+$32.0K
37,814
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$31.0K
47,977
+0%
减持
IJH
ISHARES TR
-$31.0K
16,839
-4%
增持
AVDS
AMERICAN CENTY ETF TR
+$29.0K
9,233
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$28.0K
37,331
+0%
减持
IJR
ISHARES TR
-$28.0K
15,076
-3%
增持
IVV
ISHARES TR
+$26.0K
1,467
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$26.0K
43,441
+0%
减持
NUBD
NUSHARES ETF TR
-$26.0K
154,014
-0%
减持
AMZN
AMAZON COM INC
+$25.0K
5,957
-3%
减持
EUDG
WISDOMTREE TR
-$24.0K
6,250
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$24.0K
5,024
+4%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$23.0K
11,584
-8%
增持
SCHF
SCHWAB STRATEGIC TR
+$22.0K
17,243
+2%
增持
IVE
ISHARES TR
+$21.0K
2,177
+2%
减持
ABBV
ABBVIE INC
-$21.0K
805
-9%
增持
PFE
PFIZER INC
+$20.0K
23,770
+6%
减持
IUSG
ISHARES TR
+$18.0K
22,360
-2%
减持
QQQ
INVESCO QQQ TR
-$16.0K
3,303
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$15.0K
38,637
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$14.0K
1,261
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$14.0K
9,109
+1%
减持
EEM
ISHARES TR
+$14.0K
32,636
-2%
减持
IHDG
WISDOMTREE TR
+$12.0K
14,967
-4%
增持
NVDA
NVIDIA CORPORATION
+$11.0K
5,251
+1%
增持
DCOR
DIMENSIONAL ETF TRUST
+$10.0K
5,368
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.0K
10,271
+3%
增持
IXUS
ISHARES TR
+$8.0K
3,231
+1%
减持
IWB
ISHARES TR
-$6.0K
550
-5%
减持
IWM
ISHARES TR
+$6.0K
5,108
-1%
减持
PBD
INVESCO EXCH TRADED FD TR II
+$5.0K
15,639
-4%