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Cooper Financial Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cooper Financial Group

报告期 2026-03-31 · CIK 0001751581

持仓数

425

前50大市值合计

$666.4M

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:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 150 项建仓 19增持 74减持 33清仓 24

方向

标的

Δ市值

现股数(环比)

减持

GOVT ISHARES TR

-$12.5M

663,739 -41%

建仓

IYW ISHARES TR

+$8.7M

85,976

增持

MBB ISHARES TR

+$7.6M

100,429 +230%

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。

减持

XSOE WISDOMTREE TR

-$5.9M

251,246 -31%

减持

MTUM ISHARES TR

-$5.4M

16,176 -66%

减持

SCHJ SCHWAB STRATEGIC TR

-$5.2M

268,553 -27%

增持

FALN ISHARES TR

+$4.7M

275,294 +127%

减持

FTEC FIDELITY COVINGTON TRUST

-$4.5M

2,320 -94%

增持

SCHP SCHWAB STRATEGIC TR

+$4.5M

76,491 +1517%

清仓

IGLB ISHARES TR

-$3.9M

0 -100%

增持

EFG ISHARES TR

+$3.6M

187,876 +23%

建仓

TLH ISHARES TR

+$3.4M

22,847

减持

COMT ISHARES U S ETF TR

-$2.7M

93,198 -47%

减持

ESGU ISHARES TR

-$1.7M

452,793 -4%

增持

IJH ISHARES TR

+$1.6M

7,355 +520%

减持

JPST J P MORGAN EXCHANGE-TRADED F

-$1.6M

58,853 -35%

清仓

IMCG ISHARES TR

-$1.4M

0 -100%

减持

TSLA TESLA INC

+$1.4M

14,881 -0%

减持

IXG ISHARES TR

-$1.4M

99,218 -16%

减持

XLE SELECT SECTOR SPDR TR

-$1.3M

120,158 -14%

减持

SPYM SPDR SER TR

-$952.0K

757,889 -3%

增持

AAPL APPLE INC

+$921.0K

147,866 +1%

减持

VLUE ISHARES TR

-$921.0K

107,069 -4%

清仓

MU MICRON TECHNOLOGY INC

-$862.0K

0 -100%

建仓

TIP ISHARES TR

+$687.0K

5,379

清仓

USHY ISHARES TR

-$680.0K

0 -100%

增持

MSFT MICROSOFT CORP

+$613.0K

38,028 +2%

减持

SCHA SCHWAB STRATEGIC TR

-$613.0K

89,759 -3%

建仓

JEPI J P MORGAN EXCHANGE-TRADED F

+$560.0K

9,387

增持

AMZN AMAZON COM INC

-$533.0K

3,501 +0%

建仓

CROX CROCS INC

+$510.0K

3,555

增持

IUSB ISHARES TR

+$434.0K

165,655 +6%

增持

TWLO TWILIO INC

-$418.0K

5,776 +1%

清仓

APPS DIGITAL TURBINE INC

-$411.0K

0 -100%

建仓

IXN ISHARES TR

+$403.0K

7,109

清仓

SWKS SKYWORKS SOLUTIONS INC

-$402.0K

0 -100%

增持

SPYG SPDR SER TR

+$398.0K

57,181 +10%

清仓

PSLV SPROTT PHYSICAL SILVER TR

-$383.0K

0 -100%

清仓

— SAGE THERAPEUTICS INC

-$379.0K

0 -100%

增持

GOOGL ALPHABET INC

+$377.0K

1,608 +0%

增持

ILMN ILLUMINA INC

+$369.0K

1,758 +142%

建仓

CHRW C H ROBINSON WORLDWIDE INC

+$356.0K

4,096

建仓

— INMODE LTD

+$340.0K

2,132

增持

KEMQ KRANESHARES TR

-$329.0K

54,239 +1%

增持

SPYV SPDR SER TR

+$328.0K

81,706 +13%

建仓

SCHG SCHWAB STRATEGIC TR

+$328.0K

2,212

减持

BA BOEING CO

-$324.0K

13,740 -2%

增持

META FACEBOOK INC

+$320.0K

5,346 +24%

减持

IGSB ISHARES TR

-$311.0K

13,336 -30%

建仓

DOW DOW INC

+$303.0K

5,269

增持

IXUS ISHARES TR

+$298.0K

25,310 +24%

增持

FFWM FIRST FNDTN INC

+$282.0K

27,384 +41%

清仓

XLI SELECT SECTOR SPDR TR

-$274.0K

0 -100%

清仓

BEN FRANKLIN RESOURCES INC

-$267.0K

0 -100%

清仓

KWEB KRANESHARES TR

-$263.0K

0 -100%

减持

PALL ABERDEEN STD PALLADIUM ETF T

-$261.0K

3,069 -1%

增持

FTNT FORTINET INC

+$259.0K

4,178 +4%

增持

ITOT ISHARES TR

+$255.0K

6,867 +61%

增持

JMST J P MORGAN EXCHANGE-TRADED F

+$253.0K

46,378 +12%

建仓

SO SOUTHERN CO

+$253.0K

4,082

建仓

CUBE CUBESMART

+$253.0K

5,230

清仓

XLB SELECT SECTOR SPDR TR

-$252.0K

0 -100%

清仓

IEF ISHARES TR

-$249.0K

0 -100%

清仓

— GENERAL ELECTRIC CO

-$247.0K

0 -100%

增持

SPAB SPDR SER TR

+$247.0K

103,416 +9%

清仓

MKSI MKS INSTRS INC

-$234.0K

0 -100%

清仓

FPE FIRST TR EXCH TRADED FD III

-$234.0K

0 -100%

清仓

PII POLARIS INC

-$231.0K

0 -100%

清仓

CEF SPROTT PHYSICAL GOLD & SILVE

-$230.0K

0 -100%

建仓

EUSB ISHARES TR

+$229.0K

4,608

建仓

INTU INTUIT

+$228.0K

422

增持

RSP INVESCO EXCHANGE TRADED FD T

+$225.0K

7,937 +24%

建仓

EA ELECTRONIC ARTS INC

+$225.0K

1,579

清仓

ZM ZOOM VIDEO COMMUNICATIONS IN

-$224.0K

0 -100%

减持

ESGE ISHARES INC

-$220.0K

20,670 -13%

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$220.0K

1,431

清仓

— ARISTA NETWORKS INC

-$220.0K

0 -100%

建仓

AEP AMERICAN ELEC PWR CO INC

+$215.0K

2,653

清仓

XAR SPDR SER TR

-$215.0K

0 -100%

建仓

FRCB FIRST REP BK SAN FRANCISCO C

+$215.0K

1,117

增持

AMGN AMGEN INC

-$211.0K

8,356 +2%

清仓

CTRN CITI TRENDS INC

-$205.0K

0 -100%

建仓

MCK MCKESSON CORP

+$202.0K

1,013

清仓

LQD ISHARES TR

-$202.0K

0 -100%

清仓

WCLD WISDOMTREE TR

-$201.0K

0 -100%

增持

BX BLACKSTONE INC

+$193.0K

11,434 +18%

增持

SPY SPDR S&P 500 ETF TR

+$191.0K

2,157 +26%

增持

GOOG ALPHABET INC

+$188.0K

650 +6%

增持

EFV ISHARES TR

-$185.0K

426,265 +1%

增持

— PERFICIENT INC

+$177.0K

4,303 +8%

增持

SGI TEMPUR SEALY INTL INC

+$171.0K

18,796 +5%

增持

COST COSTCO WHSL CORP NEW

+$170.0K

3,130 +0%

增持

HD HOME DEPOT INC

+$160.0K

10,179 +9%

增持

NFLX NETFLIX INC

+$156.0K

1,697 +2%

增持

NEE NEXTERA ENERGY INC

+$155.0K

11,178 +13%

增持

SPSB SPDR SER TR

+$151.0K

63,350 +8%

增持

TOTL SSGA ACTIVE ETF TR

+$146.0K

37,748 +9%

增持

BABA ALIBABA GROUP HLDG LTD

-$146.0K

2,252 +7%

增持

REMX VANECK ETF TRUST

+$143.0K

6,363 +5%

增持

SCHD SCHWAB STRATEGIC TR

+$135.0K

7,077 +37%

增持

FTLS FIRST TR EXCH TRADED FD III

+$132.0K

26,963 +12%

增持

GM GENERAL MTRS CO

+$129.0K

6,312 +83%

减持

IWP ISHARES TR

-$127.0K

7,922 -12%

增持

MDYG SPDR SER TR

+$125.0K

20,737 +11%

增持

UPS UNITED PARCEL SERVICE INC

-$123.0K

4,860 +0%

增持

IJR ISHARES TR

+$121.0K

18,171 +10%

增持

BIO BIO RAD LABS INC

+$120.0K

801 +8%

减持

AGNC AGNC INVT CORP

-$119.0K

18,200 -24%

增持

MDYV SPDR SER TR

+$118.0K

20,564 +12%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$115.0K

16,170 -1%

增持

DHR DANAHER CORPORATION

+$111.0K

2,225 +6%

增持

SWAN AMPLIFY ETF TR

+$110.0K

69,074 +5%

增持

PG PROCTER AND GAMBLE CO

+$109.0K

19,974 +0%

增持

— ANNALY CAPITAL MANAGEMENT IN

+$105.0K

52,289 +39%

减持

— EXXON MOBIL CORP

-$101.0K

23,395 -0%

增持

NAC NUVEEN CA QUALTY MUN INCOME

+$99.0K

67,860 +11%

增持

CRM SALESFORCE COM INC

+$99.0K

2,505 +6%

增持

CSCO CISCO SYS INC

+$94.0K

21,309 +6%

减持

DIS DISNEY WALT CO

-$90.0K

11,715 -1%

增持

SRE SEMPRA

+$88.0K

7,347 +16%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$88.0K

6,289 -15%

增持

JPM JPMORGAN CHASE & CO

+$83.0K

7,983 +1%

增持

ABBV ABBVIE INC

+$81.0K

9,493 +6%

增持

ESGD ISHARES TR

+$79.0K

4,757 +28%

减持

VO VANGUARD INDEX FDS

-$74.0K

1,074 -22%

减持

IEMG ISHARES INC

-$72.0K

13,344 -0%

减持

ROK ROCKWELL AUTOMATION INC

-$72.0K

1,663 -15%

增持

NOVT NOVANTA INC

+$70.0K

2,514 +6%

增持

IIPR INNOVATIVE INDL PPTYS INC

+$66.0K

1,616 +0%

减持

SQ SQUARE INC

-$64.0K

1,491 -14%

增持

PEP PEPSICO INC

+$63.0K

7,374 +5%

增持

KLAC KLA CORP

+$59.0K

1,806 +7%

增持

PFE PFIZER INC

+$58.0K

13,219 +1%

增持

QAI INDEXIQ ETF TR

+$57.0K

17,697 +13%

增持

INTC INTEL CORP

-$55.0K

24,963 +1%

增持

CAT CATERPILLAR INC

-$54.0K

2,273 +1%

减持

AOA ISHARES TR

-$52.0K

13,292 -4%

减持

SCHI SCHWAB STRATEGIC TR

-$52.0K

4,075 -19%

减持

LDUR PIMCO ETF TR

-$51.0K

14,595 -3%

增持

MEDP MEDPACE HLDGS INC

+$50.0K

1,955 +8%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$50.0K

10,311 +4%

增持

T AT&T INC

-$50.0K

35,087 +7%

增持

BBY BEST BUY INC

+$49.0K

4,575 +21%

增持

— PENTAIR PLC

+$47.0K

5,024 +7%

减持

VZ VERIZON COMMUNICATIONS INC

-$44.0K

11,527 -3%

增持

SPGI S&P GLOBAL INC

+$44.0K

1,004 +8%

增持

OHI OMEGA HEALTHCARE INVS INC

-$43.0K

7,390 +2%

增持

SPSM SPDR SER TR

+$42.0K

23,897 +8%

减持

JNJ JOHNSON & JOHNSON

-$42.0K

9,819 -1%

增持

— LABORATORY CORP AMER HLDGS

+$41.0K

1,384 +9%