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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 45
增持 61
减持 30
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$13.5M
38,214
+1159%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.6M
216,598
+231%
减持
TSLA
TESLA INC
-$6.3M
43,304
-1%
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
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.4M
160,516
+54%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.4M
103,766
+180%
增持
AMZN
AMAZON COM INC
-$2.0M
76,772
+2%
减持
GOVT
ISHARES TR
-$1.7M
68,675
-53%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
90,733
+11%
建仓
SHY
ISHARES TR
+$1.3M
15,763
增持
MBB
ISHARES TR
+$1.2M
17,151
+344%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.2M
24,400
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.2M
29,919
增持
AAPL
APPLE INC
-$1.0M
136,558
+1%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$975.2K
19,035
增持
IUSB
ISHARES TR
+$906.5K
91,976
+27%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$885.9K
8,750
-75%
增持
SPVM
INVESCO EXCHANGE TRADED FD T
+$854.8K
45,234
+45%
建仓
IYW
ISHARES TR
+$846.4K
11,363
减持
ANGL
VANECK ETF TRUST
-$799.9K
44,454
-42%
减持
DBEF
DBX ETF TR
-$758.6K
232,684
-6%
建仓
SHYG
ISHARES TR
+$742.7K
18,163
增持
SPYV
SPDR SER TR
+$629.5K
122,588
+2%
增持
ABBV
ABBVIE INC
+$591.5K
9,674
+34%
增持
NOBL
PROSHARES TR
+$588.1K
26,182
+18%
建仓
MUB
ISHARES TR
+$584.6K
5,540
增持
PG
PROCTER AND GAMBLE CO
+$548.8K
20,492
+1%
增持
AVGO
BROADCOM INC
+$534.4K
4,209
+3%
增持
MSFT
MICROSOFT CORP
+$519.7K
41,584
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$513.8K
16,694
-4%
增持
CVX
CHEVRON CORP NEW
+$501.0K
10,491
+9%
减持
IXUS
ISHARES TR
-$499.0K
6,220
-63%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$495.3K
91,458
+4%
减持
SCHV
SCHWAB STRATEGIC TR
-$451.2K
23,096
-32%
减持
META
META PLATFORMS INC
-$433.7K
2,263
-56%
建仓
GBAB
GUGGENHEIM TAXABLE MUNICP BO
+$429.1K
26,226
减持
—
EXXON MOBIL CORP
+$426.7K
21,366
-3%
建仓
BSV
VANGUARD BD INDEX FDS
+$409.9K
5,444
减持
BA
BOEING CO
+$407.5K
5,877
-0%
增持
EFV
ISHARES TR
+$389.3K
42,052
+5%
建仓
—
ISHARES TR
+$388.6K
15,734
建仓
ULTA
ULTA BEAUTY INC
+$381.4K
813
清仓
—
BLACKROCK INC
-$378.0K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$375.6K
445
增持
LMT
LOCKHEED MARTIN CORP
+$374.7K
3,336
+3%
增持
MDYV
SPDR SER TR
+$369.5K
46,531
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$365.0K
18,539
-22%
减持
IVV
ISHARES TR
-$362.9K
17,085
-12%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$359.5K
1,085
建仓
—
ISHARES TR
+$346.1K
14,512
减持
IJH
ISHARES TR
-$345.4K
6,133
-26%
清仓
BOKF
BOK FINL CORP
-$345.0K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$338.6K
168
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$338.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$337.0K
0
-100%
建仓
—
ASML HOLDING N V
+$329.5K
603
建仓
REGL
PROSHARES TR
+$327.6K
4,579
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$319.5K
9,086
清仓
ZTS
ZOETIS INC
-$305.0K
0
-100%
建仓
FUL
FULLER H B CO
+$305.0K
4,258
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$301.9K
57,715
+2%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$299.8K
1,882
增持
AMGN
AMGEN INC
+$299.5K
7,807
+0%
清仓
VTI
VANGUARD INDEX FDS
-$298.0K
0
-100%
减持
FALN
ISHARES TR
-$292.2K
15,554
-45%
增持
COWZ
PACER FDS TR
+$291.2K
22,188
+24%
建仓
SLAB
SILICON LABORATORIES INC
+$288.0K
2,123
增持
—
EATON CORP PLC
+$284.7K
7,077
+14%
建仓
BEN
FRANKLIN RESOURCES INC
+$278.6K
10,561
增持
LDUR
PIMCO ETF TR
+$277.8K
13,906
+27%
增持
PM
PHILIP MORRIS INTL INC
+$277.1K
11,087
+9%
增持
NVDA
NVIDIA CORPORATION
+$275.6K
9,536
+4%
清仓
LULU
LULULEMON ATHLETICA INC
-$275.0K
0
-100%
清仓
AMH
AMERICAN HOMES 4 RENT
-$271.0K
0
-100%
建仓
CTVA
CORTEVA INC
+$269.1K
4,578
建仓
ABT
ABBOTT LABS
+$267.5K
2,436
增持
CSCO
CISCO SYS INC
+$259.3K
21,061
+13%
建仓
—
SPLUNK INC
+$258.3K
3,000
建仓
STLD
STEEL DYNAMICS INC
+$256.4K
2,624
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$256.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$251.0K
2,127
增持
MRK
MERCK & CO INC
+$249.5K
6,341
+20%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$246.5K
8,091
+16%
建仓
RIO
RIO TINTO PLC
+$240.4K
3,376
增持
SPYM
SPDR SER TR
+$240.1K
47,757
+5%
建仓
PSX
PHILLIPS 66
+$239.6K
2,302
减持
IJR
ISHARES TR
+$235.8K
43,953
-2%
减持
CAT
CATERPILLAR INC
+$232.5K
3,379
-4%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$231.9K
10,440
建仓
CALF
PACER FDS TR
+$230.4K
6,409
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$227.9K
19,817
增持
JPM
JPMORGAN CHASE & CO
+$226.6K
6,254
+7%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$226.1K
946
建仓
ALGN
ALIGN TECHNOLOGY INC
+$223.8K
1,061
增持
—
HORIZON THERAPEUTICS PUB L
+$222.9K
3,769
+13%
清仓
FLCB
FRANKLIN TEMPLETON ETF TR
-$222.0K
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$221.1K
4,248
增持
IJS
ISHARES TR
+$216.6K
5,395
+61%
建仓
JEF
JEFFERIES FINL GROUP INC
+$216.1K
6,303
清仓
MRVL
MARVELL TECHNOLOGY INC
-$215.0K
0
-100%
增持
V
VISA INC
+$211.6K
6,530
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$210.0K
10,625
-2%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$209.8K
10,666
建仓
BAC
BANK AMERICA CORP
+$208.9K
6,306
清仓
KMI
KINDER MORGAN INC DEL
-$207.0K
0
-100%
建仓
IFRA
ISHARES TR
+$206.8K
5,705
建仓
ORCL
ORACLE CORP
+$206.5K
2,527
减持
MTUM
ISHARES TR
-$206.4K
5,226
-29%
建仓
GILD
GILEAD SCIENCES INC
+$203.6K
2,372
清仓
QUAL
ISHARES TR
-$203.0K
0
-100%
建仓
EBAY
EBAY INC.
+$201.9K
4,869
清仓
RSG
REPUBLIC SVCS INC
-$200.0K
0
-100%
增持
TLH
ISHARES TR
+$199.9K
5,841
+47%
增持
CI
CIGNA CORP NEW
+$190.0K
1,648
+28%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$188.5K
18,852
-13%
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$188.4K
55,823
-24%
增持
GOOGL
ALPHABET INC
-$187.7K
43,039
+3%
减持
BX
BLACKSTONE INC
-$187.7K
9,683
-11%
减持
EFG
ISHARES TR
+$185.9K
17,214
-1%
减持
CF
CF INDS HLDGS INC
-$184.7K
2,386
-41%
建仓
PFD
FLAHERTY & CRUMRINE PFD INCO
+$183.1K
16,482
增持
SCHG
SCHWAB STRATEGIC TR
+$181.8K
8,834
+60%
增持
JNJ
JOHNSON & JOHNSON
+$180.0K
9,986
+3%
增持
OTIS
OTIS WORLDWIDE CORP
+$179.5K
6,583
+25%
减持
VV
VANGUARD INDEX FDS
-$178.5K
2,804
-31%
增持
BTAL
AGF INVTS TR
+$177.8K
44,307
+18%
增持
—
LABORATORY CORP AMER HLDGS
+$177.6K
2,742
+20%
增持
GS
GOLDMAN SACHS GROUP INC
+$177.1K
1,497
+30%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$175.4K
10,440
增持
PEP
PEPSICO INC
+$175.1K
4,927
+12%
减持
PECO
PHILLIPS EDISON & CO INC
+$173.6K
46,029
-0%
减持
NKE
NIKE INC
+$173.3K
5,284
-1%
增持
PFE
PFIZER INC
+$169.3K
18,976
+3%
增持
SPYG
SPDR SER TR
+$163.3K
72,396
+3%
增持
—
ARISTA NETWORKS INC
+$162.1K
3,833
+43%
增持
TMUS
T-MOBILE US INC
+$161.7K
3,169
+51%
增持
OKE
ONEOK INC NEW
+$159.5K
8,471
+9%
增持
WMT
WALMART INC
+$159.0K
5,269
+16%
减持
IWD
ISHARES TR
+$158.3K
11,126
-1%
增持
HON
HONEYWELL INTL INC
+$155.6K
2,047
+21%
增持
SBUX
STARBUCKS CORP
+$155.2K
5,022
+23%
增持
BP
BP PLC
+$154.8K
16,858
+11%
减持
PYPL
PAYPAL HLDGS INC
-$152.4K
9,233
-2%
增持
AME
AMETEK INC
+$152.1K
5,326
+2%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$146.3K
17,091
增持
MDYG
SPDR SER TR
+$146.0K
23,294
+2%
增持
HALO
HALOZYME THERAPEUTICS INC
+$145.8K
7,378
+6%
增持
—
APTIV PLC
+$145.7K
4,002
+38%
减持
SCHP
SCHWAB STRATEGIC TR
-$139.7K
4,505
-37%
增持
CMCSA
COMCAST CORP NEW
+$137.8K
13,035
+20%
增持
C
CITIGROUP INC
+$136.2K
13,868
+18%
