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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 33
增持 69
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SCHV
SCHWAB STRATEGIC TR
+$21.0M
299,325
增持
BIV
VANGUARD BD INDEX FDS
+$18.8M
257,882
+1912%
增持
QQQ
INVESCO QQQ TR
+$17.3M
57,225
+232%
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
COWZ
PACER FDS TR
+$14.7M
409,803
+206%
建仓
PAVE
GLOBAL X FDS
+$11.8M
342,033
建仓
DEI
DOUGLAS EMMETT INC
+$6.8M
468,894
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.8M
314,478
+47%
增持
AAPL
APPLE INC
+$3.8M
146,782
+3%
增持
TSLA
TESLA INC
+$3.3M
56,655
+32%
增持
MSFT
MICROSOFT CORP
+$3.3M
46,891
+3%
增持
AMZN
AMAZON COM INC
+$3.2M
88,398
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
151,280
+13%
减持
IUSB
ISHARES TR
-$1.8M
41,233
-52%
减持
IVV
ISHARES TR
-$1.7M
11,710
-31%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
11,994
+17%
清仓
—
ISHARES TR
-$1.4M
0
-100%
减持
AVGO
BROADCOM INC
+$1.2M
4,475
-2%
增持
IJR
ISHARES TR
+$942.7K
51,875
+5%
增持
GOOGL
ALPHABET INC
+$895.1K
49,635
+8%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$831.1K
5,739
-75%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$829.7K
109,008
+4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$734.0K
13,015
增持
SCHG
SCHWAB STRATEGIC TR
+$723.4K
28,222
+27%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$700.5K
125,508
-10%
减持
EFV
ISHARES TR
-$690.9K
25,003
-39%
减持
EFG
ISHARES TR
-$634.0K
8,537
-50%
增持
CRM
SALESFORCE INC
+$632.6K
6,040
+28%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$595.9K
24,609
+0%
增持
COST
COSTCO WHSL CORP NEW
+$589.1K
4,087
+10%
减持
SPYV
SPDR SER TR
+$586.4K
118,102
-1%
减持
TFLO
ISHARES TR
-$566.0K
12,871
-46%
减持
QUAL
ISHARES TR
-$561.9K
8,575
-38%
清仓
ON
ON SEMICONDUCTOR CORP
-$553.2K
0
-100%
减持
MBB
ISHARES TR
-$552.6K
8,701
-44%
增持
IEFA
ISHARES TR
+$533.6K
11,032
+193%
增持
AMD
ADVANCED MICRO DEVICES INC
+$518.9K
7,394
+33%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$511.8K
9,658
增持
BA
BOEING CO
+$503.7K
6,338
+6%
减持
DBEF
DBX ETF TR
-$497.2K
203,627
-11%
减持
IEMG
ISHARES INC
-$497.0K
12,914
-47%
增持
—
ISHARES TR
+$495.5K
103,289
+25%
清仓
IJS
ISHARES TR
-$481.3K
0
-100%
减持
HDV
ISHARES TR
-$481.0K
35,903
-14%
增持
CALF
PACER FDS TR
+$475.6K
42,031
+14%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$470.9K
26,233
增持
INTC
INTEL CORP
+$461.7K
27,039
+7%
增持
TLH
ISHARES TR
+$443.0K
18,726
+16%
建仓
—
ASTRAZENECA PLC
+$431.3K
6,404
增持
INTU
INTUIT
+$425.9K
1,582
+44%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$425.6K
0
-100%
建仓
UNP
UNION PAC CORP
+$422.0K
1,718
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$410.5K
12,906
+6%
增持
—
ARISTA NETWORKS INC
+$394.1K
6,399
+6%
增持
VB
VANGUARD INDEX FDS
+$393.7K
2,896
+144%
减持
CVX
CHEVRON CORP NEW
-$390.5K
17,605
-2%
减持
SPYG
SPDR SER TR
+$378.8K
68,932
-0%
增持
SPVM
INVESCO EXCHANGE TRADED FD T
+$378.7K
72,505
+4%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$374.8K
13,561
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$373.0K
7,054
增持
SPY
SPDR S&P 500 ETF TR
+$369.1K
5,323
+5%
增持
META
META PLATFORMS INC
+$365.9K
4,025
+14%
减持
APA
APA CORPORATION
-$355.3K
8,401
-47%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$353.6K
22,781
+48%
增持
HD
HOME DEPOT INC
+$353.5K
6,781
+3%
清仓
IEX
IDEX CORP
-$351.2K
0
-100%
增持
V
VISA INC
+$350.1K
7,926
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$348.2K
2,389
+35%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$346.8K
0
-100%
减持
USMV
ISHARES TR
-$344.6K
2,656
-65%
增持
MDYG
SPDR SER TR
+$343.9K
25,608
+11%
增持
NOBL
PROSHARES TR
+$340.0K
29,402
+6%
增持
—
EATON CORP PLC
+$335.6K
8,568
+6%
减持
GOVT
ISHARES TR
-$334.8K
12,721
-55%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$334.3K
1,587
增持
FSK
FS KKR CAP CORP
+$330.4K
54,823
+41%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$322.1K
11,801
-38%
清仓
BHP
BHP GROUP LTD
-$321.2K
0
-100%
增持
ADBE
ADOBE INC
+$319.9K
2,860
+5%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$318.4K
108,468
+9%
增持
C
CITIGROUP INC
+$314.5K
23,442
+8%
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$299.6K
49,098
-23%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$297.0K
49,184
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$294.9K
25,641
+15%
增持
AMGN
AMGEN INC
+$294.9K
8,478
+6%
增持
IWF
ISHARES TR
+$294.3K
7,889
+0%
建仓
EME
EMCOR GROUP INC
+$277.0K
1,286
建仓
LOW
LOWES COS INC
+$276.4K
1,242
增持
—
EXXON MOBIL CORP
-$275.2K
21,993
+5%
建仓
XOP
SPDR SER TR
+$274.0K
2,001
建仓
CEG
CONSTELLATION ENERGY CORP
+$270.3K
2,312
减持
NFLX
NETFLIX INC
+$267.6K
2,860
-4%
增持
—
ASML HOLDING N V
+$262.9K
1,440
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$262.9K
3,227
+7%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
+$262.3K
141,157
+8%
建仓
—
LAM RESEARCH CORP
+$262.2K
335
增持
—
LABORATORY CORP AMER HLDGS
+$261.1K
4,190
+22%
减持
SCHA
SCHWAB STRATEGIC TR
-$259.9K
18,599
-32%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$258.2K
2,483
增持
ANGL
VANECK ETF TRUST
+$255.8K
70,333
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$252.2K
5,556
+11%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$248.9K
469
增持
HUM
HUMANA INC
+$247.7K
2,335
+38%
建仓
GILD
GILEAD SCIENCES INC
+$246.1K
3,037
建仓
SYK
STRYKER CORPORATION
+$245.9K
821
建仓
PODD
INSULET CORP
+$245.8K
1,133
建仓
BAC
BANK AMERICA CORP
+$244.1K
7,249
清仓
CF
CF INDS HLDGS INC
-$239.2K
0
-100%
增持
GOOG
ALPHABET INC
+$236.4K
21,596
+1%
建仓
A
AGILENT TECHNOLOGIES INC
+$236.2K
1,699
减持
TLT
ISHARES TR
+$235.1K
36,867
-4%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$234.9K
3,030
-30%
清仓
FICO
FAIR ISAAC CORP
-$234.5K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$234.2K
484
减持
ESGU
ISHARES TR
-$233.9K
10,552
-26%
建仓
VYM
VANGUARD WHITEHALL FDS
+$232.5K
2,082
清仓
CLH
CLEAN HARBORS INC
-$228.1K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$228.0K
3,069
+12%
建仓
—
LINDE PLC
+$227.3K
554
增持
—
ISHARES TR
+$223.9K
18,233
+110%
清仓
CLX
CLOROX CO DEL
-$222.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$220.8K
7,709
+3%
建仓
EPR
EPR PPTYS
+$218.7K
4,515
建仓
LULU
LULULEMON ATHLETICA INC
+$217.8K
426
增持
CAT
CATERPILLAR INC
+$212.4K
4,313
+11%
增持
MU
MICRON TECHNOLOGY INC
+$210.8K
10,035
+6%
建仓
PSX
PHILLIPS 66
+$210.5K
1,581
清仓
TWLO
TWILIO INC
-$208.7K
0
-100%
减持
IJH
ISHARES TR
-$207.5K
5,314
-21%
清仓
TXN
TEXAS INSTRS INC
-$206.4K
0
-100%
建仓
PK
PARK HOTELS & RESORTS INC
+$206.2K
13,479
建仓
NDAQ
NASDAQ INC
+$205.8K
3,540
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$205.7K
0
-100%
建仓
—
BUNGE GLOBAL SA
+$204.9K
2,029
建仓
ULTA
ULTA BEAUTY INC
+$203.8K
416
清仓
IFRA
ISHARES TR
-$203.5K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$201.3K
2,865
+7%
增持
RTX
RTX CORPORATION
+$200.8K
11,295
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$199.1K
6,381
-17%
清仓
IFN
INDIA FD INC
-$198.6K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$196.7K
936
+55%
增持
PGR
PROGRESSIVE CORP
+$196.1K
4,973
+16%
增持
ET
ENERGY TRANSFER L P
+$196.0K
25,993
+124%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$195.2K
192,308
+2%
增持
—
BLACKROCK INC
+$191.3K
659
+24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$188.2K
15,841
-16%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$186.9K
5,616
-2%
增持
AMAT
APPLIED MATLS INC
+$186.4K
2,672
+50%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$186.4K
79,464
+31%
减持
IWM
ISHARES TR
+$184.1K
7,905
-0%
减持
SPSM
SPDR SER TR
+$180.5K
34,433
-0%
