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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

22Q2 调仓2021-09-30 → 2022-06-30 · 共 150 项建仓 41增持 24减持 37清仓 48

方向

标的

Δ市值

现股数(环比)

减持

ESGU ISHARES TR

-$41.0M

42,860 -91%

减持

SPYM SPDR SER TR

-$36.4M

41,184 -95%

减持

EFV ISHARES TR

-$19.7M

45,316 -89%

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

EFG ISHARES TR

-$19.0M

11,847 -94%

减持

GOVT ISHARES TR

-$15.0M

110,338 -83%

清仓

SCHJ SCHWAB STRATEGIC TR

-$13.7M

0 -100%

清仓

VLUE ISHARES TR

-$10.8M

0 -100%

减持

MBB ISHARES TR

-$10.5M

3,830 -96%

清仓

XSOE WISDOMTREE TR

-$9.4M

0 -100%

清仓

SCHA SCHWAB STRATEGIC TR

-$9.0M

0 -100%

清仓

IYW ISHARES TR

-$8.7M

0 -100%

建仓

DBEF DBX ETF TR

+$8.6M

247,694

清仓

IXG ISHARES TR

-$7.8M

0 -100%

减持

FALN ISHARES TR

-$7.6M

29,907 -89%

建仓

VOOG VANGUARD ADMIRAL FDS INC

+$5.7M

26,258

减持

XLE SELECT SECTOR SPDR TR

-$5.5M

10,225 -91%

减持

IUSB ISHARES TR

-$5.5M

71,546 -57%

减持

SCHP SCHWAB STRATEGIC TR

-$4.3M

7,985 -90%

建仓

JHML JOHN HANCOCK EXCHANGE TRADED

+$4.1M

86,075

建仓

BBN BLACKROCK TAX MUNICPAL BD TR

+$3.3M

173,102

建仓

LSAT TWO RDS SHARED TR

+$3.0M

99,816

减持

TLH ISHARES TR

-$2.9M

3,713 -84%

减持

COMT ISHARES U S ETF TR

-$2.9M

10,613 -89%

增持

AMZN AMAZON COM INC

-$2.8M

82,023 +2243%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$2.8M

60,119 +540%

建仓

LSAF TWO RDS SHARED TR

+$2.6M

94,365

减持

AAPL APPLE INC

-$2.6M

134,038 -9%

建仓

XSVM INVESCO EXCHANGE TRADED FD T

+$2.5M

56,368

建仓

SCHV SCHWAB STRATEGIC TR

+$2.3M

37,454

建仓

SRLN SSGA ACTIVE ETF TR

+$2.2M

52,589

减持

BA BOEING CO

-$2.1M

6,603 -52%

建仓

JHMD JOHN HANCOCK EXCHANGE TRADED

+$2.1M

77,537

减持

SPAB SPDR SER TR

-$2.0M

42,669 -59%

减持

MTUM ISHARES TR

-$1.9M

6,593 -59%

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$1.9M

24,179

减持

SWAN AMPLIFY ETF TR

-$1.9M

18,212 -74%

建仓

NOBL PROSHARES TR

+$1.8M

20,658

清仓

GNRC GENERAC HLDGS INC

-$1.7M

0 -100%

增持

QAI INDEXIQ ETF TR

+$1.7M

78,524 +344%

建仓

JHEM JOHN HANCOCK EXCHANGE TRADED

+$1.6M

64,195

建仓

VCSH VANGUARD SCOTTSDALE FDS

+$1.6M

20,563

建仓

PECO PHILLIPS EDISON & CO INC

+$1.5M

45,880

清仓

MUB ISHARES TR

-$1.5M

0 -100%

建仓

DYLD TWO RDS SHARED TR

+$1.3M

59,270

增持

MDYV SPDR SER TR

+$1.3M

44,425 +116%

减持

KEMQ KRANESHARES TR

-$1.3M

11,512 -79%

增持

TSLA TESLA INC

-$1.2M

15,311 +3%

增持

FTEC FIDELITY COVINGTON TRUST

+$1.2M

15,568 +571%

清仓

RSP INVESCO EXCHANGE TRADED FD T

-$1.2M

0 -100%

建仓

SPVM INVESCO EXCHANGE TRADED FD T

+$1.2M

25,021

建仓

JQUA J P MORGAN EXCHANGE TRADED F

+$1.1M

30,736

增持

TWLO TWILIO INC

-$1.1M

8,560 +48%

增持

SPYV SPDR SER TR

+$1.1M

115,564 +41%

建仓

BIV VANGUARD BD INDEX FDS

+$1.0M

13,454

减持

IWF ISHARES TR

-$1.0M

10,608 -13%

清仓

AOA ISHARES TR

-$928.0K

0 -100%

增持

IVV ISHARES TR

+$907.0K

20,514 +29%

减持

HD HOME DEPOT INC

-$899.0K

8,201 -19%

清仓

SGI TEMPUR SEALY INTL INC

-$872.0K

0 -100%

清仓

MRNA MODERNA INC

-$862.0K

0 -100%

清仓

ESGE ISHARES INC

-$857.0K

0 -100%

增持

PYPL PAYPAL HLDGS INC

-$845.0K

11,624 +83%

建仓

— TWO RDS SHARED TR

+$839.0K

30,073

增持

META META PLATFORMS INC

-$813.0K

6,210 +16%

增持

MSFT MICROSOFT CORP

-$801.0K

38,625 +2%

建仓

CION CION INVT CORP

+$787.0K

90,479

清仓

ZBRA ZEBRA TECHNOLOGIES CORPORATI

-$774.0K

0 -100%

建仓

DFAU DIMENSIONAL ETF TRUST

+$772.0K

29,227

增持

TIP ISHARES TR

+$754.0K

12,648 +135%

增持

SO SOUTHERN CO

+$732.0K

13,808 +238%

增持

DIS DISNEY WALT CO

-$731.0K

13,247 +13%

清仓

IGSB ISHARES TR

-$729.0K

0 -100%

建仓

VV VANGUARD INDEX FDS

+$727.0K

4,220

清仓

ILMN ILLUMINA INC

-$713.0K

0 -100%

清仓

IVW ISHARES TR

-$702.0K

0 -100%

建仓

SCHZ SCHWAB STRATEGIC TR

+$700.0K

14,621

建仓

IJS ISHARES TR

+$690.0K

7,748

增持

NFLX NETFLIX INC

-$680.0K

2,036 +20%

减持

JPM JPMORGAN CHASE & CO

-$670.0K

5,658 -29%

建仓

EEMV ISHARES INC

+$655.0K

11,818

减持

IJR ISHARES TR

-$639.0K

14,552 -20%

建仓

HDV ISHARES TR

+$616.0K

6,131

清仓

— LAM RESEARCH CORP

-$607.0K

0 -100%

减持

LDUR PIMCO ETF TR

-$602.0K

9,209 -37%

清仓

BIO BIO RAD LABS INC

-$598.0K

0 -100%

建仓

ILCG ISHARES TR

+$595.0K

11,871

减持

JMST J P MORGAN EXCHANGE TRADED F

-$588.0K

35,165 -24%

减持

SRE SEMPRA

-$581.0K

2,314 -69%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$571.0K

48,183 -18%

清仓

DSI ISHARES TR

-$549.0K

0 -100%

清仓

PALL ABERDEEN STD PALLADIUM ETF T

-$547.0K

0 -100%

减持

NAC NUVEEN CA QUALTY MUN INCOME

-$546.0K

42,077 -38%

建仓

— TWO RDS SHARED TR

+$541.0K

17,800

建仓

NKE NIKE INC

+$527.0K

5,152

增持

NVDA NVIDIA CORPORATION

+$526.0K

10,125 +108%

增持

UNH UNITEDHEALTH GROUP INC

+$523.0K

1,446 +157%

建仓

BOKF BOK FINL CORP

+$518.0K

6,859

清仓

BAC BK OF AMERICA CORP

-$518.0K

0 -100%

清仓

CROX CROCS INC

-$510.0K

0 -100%

减持

FFWM FIRST FNDTN INC

-$510.0K

10,275 -62%

增持

COST COSTCO WHSL CORP NEW

+$509.0K

3,997 +28%

清仓

ROK ROCKWELL AUTOMATION INC

-$489.0K

0 -100%

建仓

RSPH INVESCO EXCHANGE TRADED FD T

+$488.0K

1,821

减持

— EXXON MOBIL CORP

+$486.0K

21,745 -7%

增持

VRP INVESCO EXCH TRADED FD TR II

+$472.0K

34,790 +204%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$467.0K

10,170 -26%

清仓

WFC WELLS FARGO CO NEW

-$462.0K

0 -100%

清仓

LEA LEAR CORP

-$461.0K

0 -100%

建仓

CDNS CADENCE DESIGN SYSTEM INC

+$458.0K

3,054

清仓

LUV SOUTHWEST AIRLS CO

-$457.0K

0 -100%

清仓

— ANNALY CAPITAL MANAGEMENT IN

-$440.0K

0 -100%

建仓

MS MORGAN STANLEY

+$435.0K

5,715

增持

ITOT ISHARES TR

+$435.0K

13,258 +93%

减持

PEP PEPSICO INC

-$432.0K

4,064 -45%

增持

LMT LOCKHEED MARTIN CORP

+$431.0K

1,977 +63%

减持

CSCO CISCO SYS INC

-$412.0K

17,550 -18%

建仓

WMB WILLIAMS COS INC

+$406.0K

13,001

减持

MCD MCDONALDS CORP

-$406.0K

886 -66%

减持

IEMG ISHARES INC

-$403.0K

8,589 -36%

清仓

IXN ISHARES TR

-$403.0K

0 -100%

建仓

QUAL ISHARES TR

+$395.0K

3,538

减持

IWP ISHARES TR

-$395.0K

6,220 -21%

清仓

MUC BLACKROCK MUNIHLDNGS CALI QL

-$391.0K

0 -100%

建仓

HUM HUMANA INC

+$389.0K

831

清仓

DIA SPDR DOW JONES INDL AVERAGE

-$389.0K

0 -100%

清仓

NOVT NOVANTA INC

-$388.0K

0 -100%

减持

CVX CHEVRON CORP NEW

+$386.0K

9,156 -1%

清仓

CLX CLOROX CO DEL

-$381.0K

0 -100%

清仓

SPEM SPDR INDEX SHS FDS

-$378.0K

0 -100%

清仓

— AMPLIFY ETF TR

-$374.0K

0 -100%

清仓

ESGD ISHARES TR

-$373.0K

0 -100%

清仓

MEDP MEDPACE HLDGS INC

-$370.0K

0 -100%

建仓

LNG CHENIERE ENERGY INC

+$368.0K

2,768

清仓

VTV VANGUARD INDEX FDS

-$363.0K

0 -100%

增持

PFE PFIZER INC

+$359.0K

17,696 +34%

清仓

SQ SQUARE INC

-$358.0K

0 -100%

清仓

CHRW C H ROBINSON WORLDWIDE INC

-$356.0K

0 -100%

建仓

KNG FIRST TR EXCHANGE-TRADED FD

+$353.0K

7,191

清仓

— ATLAS CORP

-$352.0K

0 -100%

清仓

DBX DROPBOX INC

-$351.0K

0 -100%

清仓

— INVESCO LTD

-$349.0K

0 -100%

减持

KLAC KLA CORP

-$342.0K

822 -54%

清仓

— INMODE LTD

-$340.0K

0 -100%

清仓

ETSY ETSY INC

-$335.0K

0 -100%

清仓

BABA ALIBABA GROUP HLDG LTD

-$333.0K

0 -100%

清仓

GM GENERAL MTRS CO

-$333.0K

0 -100%

建仓

ICVT ISHARES TR

+$330.0K

4,755

清仓

SCHG SCHWAB STRATEGIC TR

-$328.0K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$328.0K

17,366 +7%

建仓

TFI SPDR SER TR

+$327.0K

7,121