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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 56
减持 48
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
COWZ
PACER FDS TR
+$4.0M
133,731
+144%
清仓
MDYV
SPDR SER TR
-$3.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$3.0M
17,221
+99%
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
BBAG
J P MORGAN EXCHANGE TRADED F
+$2.4M
60,643
+807%
增持
TLT
ISHARES TR
+$2.3M
38,452
+260%
增持
AAPL
APPLE INC
-$2.3M
142,660
+4%
增持
HDV
ISHARES TR
+$2.2M
41,893
+122%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.2M
311,418
+16%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$2.0M
26,498
-82%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
+$1.4M
130,180
+238%
减持
GOVT
ISHARES TR
-$1.3M
28,488
-66%
建仓
TFLO
ISHARES TR
+$1.2M
23,957
增持
—
ISHARES TR
+$1.0M
82,591
+114%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
213,728
+14%
减持
SPY
SPDR S&P 500 ETF TR
-$881.6K
5,055
-26%
增持
IQLT
ISHARES TR
+$855.6K
32,978
+364%
增持
BSV
VANGUARD BD INDEX FDS
+$828.2K
22,349
+98%
建仓
XLK
SELECT SECTOR SPDR TR
+$817.2K
4,985
减持
ESGU
ISHARES TR
-$769.7K
14,280
-34%
增持
CALF
PACER FDS TR
+$765.0K
37,005
+94%
增持
—
ISHARES TR
+$730.0K
56,779
+107%
增持
GOOGL
ALPHABET INC
+$698.6K
46,144
+3%
建仓
GCOW
PACER FDS TR
+$692.0K
21,265
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$675.7K
14,280
增持
MSFT
MICROSOFT CORP
-$667.6K
45,504
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$571.3K
22,247
+59%
减持
TLH
ISHARES TR
-$562.7K
16,089
-17%
减持
EFG
ISHARES TR
-$550.3K
16,927
-20%
减持
IUSB
ISHARES TR
-$511.6K
85,623
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$499.0K
133,325
+8%
清仓
ULTA
ULTA BEAUTY INC
-$494.6K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$485.6K
2,493
建仓
IVOV
VANGUARD ADMIRAL FDS INC
+$483.3K
6,203
减持
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$467.3K
9,468
-66%
增持
TSLA
TESLA INC
-$449.6K
43,007
+0%
减持
IWS
ISHARES TR
-$438.2K
4,266
-47%
建仓
LQD
ISHARES TR
+$417.6K
4,093
建仓
TFC
TRUIST FINL CORP
+$412.6K
14,422
减持
IYW
ISHARES TR
-$408.2K
8,921
-28%
增持
FTNT
FORTINET INC
-$398.2K
27,650
+3%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$394.4K
17,531
清仓
SFM
SPROUTS FMRS MKT INC
-$380.4K
0
-100%
减持
IEMG
ISHARES INC
-$371.2K
24,168
-22%
建仓
TIP
ISHARES TR
+$366.9K
3,537
减持
SO
SOUTHERN CO
-$365.5K
4,498
-52%
减持
MBB
ISHARES TR
-$365.3K
15,441
-17%
减持
PFE
PFIZER INC
-$363.1K
9,214
-49%
减持
AMGN
AMGEN INC
+$358.3K
7,988
-1%
减持
NOBL
PROSHARES TR
-$352.0K
27,771
-7%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$351.2K
63,538
+28%
减持
NFLX
NETFLIX INC
-$349.0K
2,979
-11%
清仓
FALN
ISHARES TR
-$345.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$345.0K
5,554
+180%
清仓
PPL
PPL CORP
-$334.0K
0
-100%
清仓
—
THE NECESSITY RETAIL REIT IN
-$330.9K
0
-100%
建仓
SLYG
SPDR SER TR
+$328.6K
4,485
减持
SPYM
SPDR SER TR
-$323.3K
42,493
-10%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$320.7K
21,108
+52%
增持
META
META PLATFORMS INC
+$320.4K
3,527
+37%
建仓
GNL
GLOBAL NET LEASE INC
+$315.6K
32,840
增持
CAT
CATERPILLAR INC
+$315.6K
3,893
+28%
增持
EFV
ISHARES TR
+$313.5K
40,742
+19%
增持
MU
MICRON TECHNOLOGY INC
+$304.7K
9,490
+76%
减持
SPYG
SPDR SER TR
-$297.3K
69,263
-4%
建仓
COR
CENCORA INC
+$290.8K
1,616
清仓
ALB
ALBEMARLE CORP
-$285.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$283.2K
10,259
+4%
增持
—
SPLUNK INC
+$282.9K
5,217
+15%
增持
CCOR
LISTED FD TR
+$282.9K
19,998
+108%
减持
—
LABORATORY CORP AMER HLDGS
-$278.3K
3,439
-14%
减持
QUAL
ISHARES TR
-$267.7K
13,837
-11%
增持
RTX
RTX CORPORATION
-$264.5K
10,415
+1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$264.4K
40,051
+549%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$263.5K
5,965
建仓
EW
EDWARDS LIFESCIENCES CORP
+$259.8K
3,750
建仓
VTI
VANGUARD INDEX FDS
+$256.9K
1,209
建仓
TROW
PRICE T ROWE GROUP INC
+$253.2K
2,414
建仓
FLCB
FRANKLIN TEMPLETON ETF TR
+$250.2K
12,197
增持
GOOG
ALPHABET INC
+$249.2K
21,290
+1%
建仓
AMAT
APPLIED MATLS INC
+$246.6K
1,781
减持
IWF
ISHARES TR
-$245.3K
7,885
-7%
建仓
TOL
TOLL BROTHERS INC
+$244.2K
3,301
建仓
IEFA
ISHARES TR
+$242.5K
3,768
清仓
DHI
D R HORTON INC
-$239.9K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$239.2K
2,790
清仓
EPR
EPR PPTYS
-$239.0K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$238.2K
0
-100%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$237.7K
49,164
-12%
减持
SHY
ISHARES TR
-$230.9K
13,791
-17%
增持
SPYV
SPDR SER TR
-$229.1K
119,260
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$227.4K
1,602
-39%
清仓
TTEK
TETRA TECH INC NEW
-$227.1K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$226.7K
677
清仓
MANH
MANHATTAN ASSOCIATES INC
-$226.5K
0
-100%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$226.1K
6,818
清仓
EXPD
EXPEDITORS INTL WASH INC
-$223.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$222.1K
80,111
+5%
建仓
J
JACOBS SOLUTIONS INC
+$222.0K
1,626
增持
CVX
CHEVRON CORP NEW
+$216.1K
17,889
+1%
减持
TGT
TARGET CORP
-$211.9K
5,069
-13%
清仓
A
AGILENT TECHNOLOGIES INC
-$210.1K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$209.7K
15,437
+47%
建仓
TXN
TEXAS INSTRS INC
+$206.4K
1,298
清仓
—
GENPACT LIMITED
-$206.3K
0
-100%
减持
SPVM
INVESCO EXCHANGE TRADED FD T
-$205.7K
69,529
-5%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$205.7K
0
-100%
清仓
AZO
AUTOZONE INC
-$202.0K
0
-100%
清仓
—
BUNGE LIMITED
-$201.2K
0
-100%
减持
—
EXXON MOBIL CORP
+$200.3K
21,041
-1%
清仓
KMI
KINDER MORGAN INC DEL
-$194.8K
0
-100%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$189.1K
99,729
+41%
减持
LMT
LOCKHEED MARTIN CORP
-$186.8K
2,683
-4%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$182.0K
24,582
-0%
减持
DBEF
DBX ETF TR
-$178.3K
230,008
-1%
增持
BP
BP PLC
+$175.0K
31,290
+7%
增持
NVO
NOVO-NORDISK A S
+$172.6K
11,142
+114%
减持
SCHZ
SCHWAB STRATEGIC TR
-$170.7K
12,913
-20%
增持
ANGL
VANECK ETF TRUST
+$167.5K
65,349
+13%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$164.3K
105,263
+7%
增持
NEE
NEXTERA ENERGY INC
-$164.2K
13,077
+6%
减持
JNJ
JOHNSON & JOHNSON
-$162.6K
9,276
-4%
增持
LLY
ELI LILLY & CO
+$155.6K
1,306
+12%
增持
UPS
UNITED PARCEL SERVICE INC
-$155.5K
7,714
+2%
建仓
—
INVESCO LTD
+$154.8K
10,659
增持
IVV
ISHARES TR
+$153.4K
16,962
+6%
增持
COST
COSTCO WHSL CORP NEW
+$152.4K
3,732
+3%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$152.1K
188,672
-1%
减持
T
AT&T INC
-$146.3K
45,273
-13%
减持
ALGN
ALIGN TECHNOLOGY INC
-$145.8K
1,327
-15%
减持
VOO
VANGUARD INDEX FDS
-$144.7K
1,437
-17%
增持
AVGO
BROADCOM INC
+$143.1K
4,544
+9%
减持
NKE
NIKE INC
-$142.4K
5,826
-8%
增持
WPC
WP CAREY INC
-$137.6K
11,573
+2%
减持
BA
BOEING CO
-$137.6K
5,991
-2%
增持
PGR
PROGRESSIVE CORP
+$132.8K
4,278
+22%
减持
USMV
ISHARES TR
-$131.9K
7,624
-17%
增持
BKNG
BOOKING HOLDINGS INC
+$131.8K
252
+5%
减持
BTAL
AGF INVTS TR
-$131.7K
33,979
-21%
增持
APA
APA CORPORATION
+$130.7K
15,979
+4%
增持
—
PIONEER NAT RES CO
+$127.8K
3,913
+5%
增持
IVW
ISHARES TR
+$127.2K
4,937
+65%
增持
EL
LAUDER ESTEE COS INC
-$125.8K
2,591
+2%
减持
HD
HOME DEPOT INC
-$125.8K
6,607
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$125.6K
12,816
-8%
增持
ADBE
ADOBE INC
+$124.8K
2,719
+5%
减持
ITOT
ISHARES TR
-$123.2K
8,075
-11%
减持
MRK
MERCK & CO INC
-$119.5K
7,111
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$119.3K
14,559
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$119.0K
38,555
-7%
减持
DBX
DROPBOX INC
-$115.8K
15,126
-24%
