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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 30
增持 65
减持 31
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.3M
12,485
+4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.9M
202,695
+638%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.5M
335,790
+12%
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
AMZN
AMAZON COM INC
+$4.1M
97,122
+10%
减持
AAPL
APPLE INC
-$4.1M
140,992
-4%
增持
TSLA
TESLA INC
-$4.0M
57,274
+1%
增持
COWZ
PACER FDS TR
+$3.9M
433,158
+6%
增持
PAVE
GLOBAL X FDS
+$3.4M
381,711
+12%
增持
BIV
VANGUARD BD INDEX FDS
+$3.2M
303,615
+18%
增持
MSFT
MICROSOFT CORP
+$3.2M
49,406
+5%
增持
QQQ
INVESCO QQQ TR
+$2.4M
58,211
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.4M
340,468
+8%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$2.3M
72,960
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$1.9M
17,622
-70%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
54,452
增持
DEI
DOUGLAS EMMETT INC
+$1.7M
614,541
+31%
减持
NOBL
PROSHARES TR
-$1.5M
12,724
-57%
增持
AVGO
BROADCOM INC
+$1.5M
4,879
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
16,740
+6%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.4M
36,403
+277%
增持
IVV
ISHARES TR
+$1.4M
13,244
+13%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.2M
36,230
+126%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
5,798
+288%
增持
GOOGL
ALPHABET INC
+$1.1M
53,119
+7%
减持
BA
BOEING CO
-$1.0M
3,237
-49%
增持
SCHD
SCHWAB STRATEGIC TR
+$831.7K
153,152
+1%
清仓
DHR
DANAHER CORPORATION
-$817.7K
0
-100%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$768.2K
68,607
+40%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$738.8K
110,946
-12%
减持
BSV
VANGUARD BD INDEX FDS
-$725.4K
16,296
-36%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$720.4K
110,117
+1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$715.3K
9,885
建仓
VLTO
VERALTO CORP
+$689.2K
7,773
增持
META
META PLATFORMS INC
+$680.8K
4,336
+8%
减持
DFAU
DIMENSIONAL ETF TRUST
-$660.8K
15,571
-58%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$659.2K
19,706
-20%
减持
IJR
ISHARES TR
-$656.5K
44,870
-14%
清仓
JAVA
J P MORGAN EXCHANGE TRADED F
-$656.4K
0
-100%
减持
—
ISHARES TR
-$641.4K
76,151
-26%
减持
HUM
HUMANA INC
-$640.0K
1,238
-47%
清仓
—
SPLUNK INC
-$621.3K
0
-100%
建仓
EEFT
EURONET WORLDWIDE INC
+$621.0K
5,649
增持
ABBV
ABBVIE INC
+$599.4K
13,028
+14%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$593.7K
11,230
增持
PYPL
PAYPAL HLDGS INC
+$591.9K
20,538
+61%
减持
HDV
ISHARES TR
-$567.0K
28,080
-22%
减持
XLK
SELECT SECTOR SPDR TR
-$564.6K
2,424
-56%
清仓
REMX
VANECK ETF TRUST
-$553.7K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$544.8K
31,126
+10%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$535.1K
9,861
+154%
减持
SPVM
INVESCO EXCHANGE TRADED FD T
-$518.7K
56,023
-23%
增持
—
ASML HOLDING N V
+$518.1K
1,657
+15%
建仓
IEI
ISHARES TR
+$513.0K
4,430
建仓
BND
VANGUARD BD INDEX FDS
+$512.9K
7,062
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$499.9K
55,571
+13%
建仓
IVE
ISHARES TR
+$489.4K
2,620
增持
AMD
ADVANCED MICRO DEVICES INC
+$487.7K
8,741
+18%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$486.4K
0
-100%
减持
SPYG
SPDR SER TR
+$482.8K
67,909
-1%
增持
—
ISHARES TR
+$472.1K
38,598
+112%
建仓
NICE
NICE LTD
+$464.9K
1,784
建仓
DYNF
BLACKROCK ETF TRUST
+$462.5K
10,416
建仓
EXPD
EXPEDITORS INTL WASH INC
+$457.7K
3,765
减持
—
EATON CORP PLC
+$457.2K
8,061
-6%
增持
CAT
CATERPILLAR INC
+$455.0K
4,722
+9%
减持
—
HOLOGIC INC
-$444.9K
2,968
-69%
建仓
VBK
VANGUARD INDEX FDS
+$441.9K
1,695
减持
IQLT
ISHARES TR
-$436.1K
13,076
-49%
减持
GCOW
PACER FDS TR
-$436.0K
9,356
-58%
增持
NFLX
NETFLIX INC
+$431.3K
3,003
+5%
增持
JPM
JPMORGAN CHASE & CO
+$430.0K
8,693
+13%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$428.7K
0
-100%
增持
GOOG
ALPHABET INC
+$424.2K
22,775
+5%
增持
LLY
ELI LILLY & CO
+$419.6K
1,521
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$411.1K
13,207
+2%
清仓
HSY
HERSHEY CO
-$407.4K
0
-100%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$400.5K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$392.3K
6,506
清仓
SLYG
SPDR SER TR
-$391.0K
0
-100%
增持
CRM
SALESFORCE INC
+$381.3K
6,543
+8%
增持
MU
MICRON TECHNOLOGY INC
+$372.6K
10,425
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$365.5K
10,603
+56%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$364.4K
7,989
减持
SPYV
SPDR SER TR
+$362.9K
117,166
-1%
增持
AGNC
AGNC INVT CORP
+$355.2K
87,522
+68%
建仓
DT
DYNATRACE INC
+$354.2K
7,626
建仓
ETSY
ETSY INC
+$353.4K
5,143
增持
COR
CENCORA INC
+$352.3K
2,829
+73%
增持
IUSB
ISHARES TR
+$350.7K
49,360
+20%
清仓
VRSN
VERISIGN INC
-$350.1K
0
-100%
增持
C
CITIGROUP INC
+$347.8K
24,567
+5%
增持
COST
COSTCO WHSL CORP NEW
+$340.7K
4,147
+1%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$329.4K
2,618
-60%
建仓
WFC
WELLS FARGO CO NEW
+$328.6K
5,670
减持
VOT
VANGUARD INDEX FDS
-$328.2K
1,035
-60%
增持
FTNT
FORTINET INC
+$327.4K
29,421
+2%
增持
MDYG
SPDR SER TR
+$325.1K
25,923
+1%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$324.3K
0
-100%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$321.1K
0
-100%
建仓
IHF
ISHARES TR
+$318.3K
5,837
增持
HD
HOME DEPOT INC
+$314.1K
6,945
+2%
增持
V
VISA INC
+$313.4K
8,517
+7%
减持
PG
PROCTER AND GAMBLE CO
+$313.4K
20,230
-0%
增持
NVO
NOVO-NORDISK A S
+$307.3K
11,442
+2%
减持
TFLO
ISHARES TR
-$302.8K
6,841
-47%
减持
WSM
WILLIAMS SONOMA INC
+$301.1K
2,639
-1%
增持
WMT
WALMART INC
+$298.4K
24,554
+228%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$292.5K
0
-100%
清仓
LQD
ISHARES TR
-$289.4K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$283.3K
5,646
减持
ESGU
ISHARES TR
-$281.6K
7,181
-32%
增持
VLO
VALERO ENERGY CORP
+$279.0K
6,526
+2%
建仓
WAFD
WAFD INC
+$278.3K
9,586
清仓
TIP
ISHARES TR
-$275.6K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$274.9K
1,926
+29%
清仓
XOP
SPDR SER TR
-$274.0K
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$270.9K
4,129
+65%
建仓
NTRS
NORTHERN TR CORP
+$270.1K
3,037
减持
ADBE
ADOBE INC
-$269.7K
2,847
-0%
增持
APA
APA CORPORATION
+$269.0K
16,591
+97%
增持
ANGL
VANECK ETF TRUST
+$264.7K
78,873
+12%
清仓
MAA
MID-AMER APT CMNTYS INC
-$262.5K
0
-100%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$261.5K
4,712
减持
IWF
ISHARES TR
+$260.7K
7,870
-0%
增持
MA
MASTERCARD INCORPORATED
+$259.3K
3,257
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$249.2K
12,629
-20%
清仓
PODD
INSULET CORP
-$245.8K
0
-100%
增持
INTC
INTEL CORP
+$237.9K
36,146
+34%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$235.9K
5,672
+1%
建仓
GE
GENERAL ELECTRIC CO
+$234.7K
1,337
建仓
IRM
IRON MTN INC DEL
+$234.6K
2,924
建仓
SPIB
SPDR SER TR
+$231.1K
7,068
建仓
ISRG
INTUITIVE SURGICAL INC
+$229.9K
576
减持
CCOR
LISTED FD TR
-$228.7K
11,936
-40%
增持
VUG
VANGUARD INDEX FDS
+$226.0K
3,097
+15%
清仓
JHEM
JOHN HANCOCK EXCHANGE TRADED
-$225.6K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$224.6K
27,736
+22%
建仓
HYG
ISHARES TR
+$224.2K
2,884
增持
MRK
MERCK & CO INC
+$223.9K
7,670
+6%
建仓
SMH
VANECK ETF TRUST
+$221.4K
984
清仓
EPR
EPR PPTYS
-$218.7K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$217.8K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$216.7K
13,394
-16%
增持
IJH
ISHARES TR
+$216.1K
27,808
+423%
建仓
PCAR
PACCAR INC
+$209.8K
1,694
清仓
USMV
ISHARES TR
-$207.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$206.8K
17,958
+2%
清仓
—
BUNGE GLOBAL SA
-$204.9K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$203.1K
3,627
+12%
清仓
ERTH
INVESCO EXCHANGE TRADED FD T
-$202.7K
0
-100%
