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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 37
增持 71
减持 24
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.2M
144,278
+2%
增持
QQQ
INVESCO QQQ TR
+$6.2M
66,909
+15%
增持
NVDA
NVIDIA CORPORATION
+$5.6M
136,381
+992%
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
SCHV
SCHWAB STRATEGIC TR
+$4.2M
401,687
+20%
减持
IJR
ISHARES TR
-$4.2M
7,143
-84%
增持
CALF
PACER FDS TR
+$4.0M
135,542
+244%
增持
COWZ
PACER FDS TR
+$2.9M
514,345
+19%
建仓
SECT
NORTHERN LTS FD TR IV
+$2.8M
54,594
增持
BIV
VANGUARD BD INDEX FDS
+$2.6M
341,026
+12%
增持
GOOGL
ALPHABET INC
+$2.5M
57,673
+9%
增持
FISV
FISERV INC
+$1.8M
14,399
+542%
增持
AMZN
AMAZON COM INC
+$1.7M
99,460
+2%
增持
SPYG
SPDR SER TR
+$1.7M
82,852
+22%
增持
MSFT
MICROSOFT CORP
+$1.5M
49,890
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.5M
337,845
+10%
增持
—
EXXON MOBIL CORP
+$1.4M
32,672
+63%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
28,180
+39%
增持
GOOG
ALPHABET INC
+$1.3M
25,939
+14%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
16,642
+150%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
367,956
+8%
清仓
—
PIONEER NAT RES CO
-$1.0M
0
-100%
增持
PAVE
GLOBAL X FDS
+$1.0M
438,336
+15%
增持
SPYV
SPDR SER TR
+$1.0M
141,486
+21%
减持
—
EATON CORP PLC
-$1.0M
4,846
-40%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$987.0K
83,536
+53%
清仓
—
LABORATORY CORP AMER HLDGS
-$976.9K
0
-100%
建仓
—
AON PLC
+$974.2K
3,318
建仓
LH
LABCORP HOLDINGS INC
+$904.3K
4,443
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$880.9K
93,577
-16%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$843.2K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$817.8K
224,244
+11%
增持
MAR
MARRIOTT INTL INC NEW
+$795.2K
5,524
+158%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$773.5K
94,480
+29%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$769.2K
121,526
+10%
增持
WMT
WALMART INC
+$763.9K
33,102
+35%
增持
COST
COSTCO WHSL CORP NEW
+$722.9K
4,425
+7%
增持
BOND
PIMCO ETF TR
+$722.0K
27,027
+43%
建仓
—
SILA REALTY TRUST INC
+$721.1K
34,061
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$694.2K
19,011
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$672.8K
5,753
+22%
减持
AVGO
BROADCOM INC
+$661.5K
4,439
-9%
减持
NOBL
PROSHARES TR
-$648.0K
6,682
-47%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$645.7K
10,849
-18%
减持
VLO
VALERO ENERGY CORP
-$645.1K
2,991
-54%
建仓
JAAA
JANUS DETROIT STR TR
+$621.1K
12,207
增持
SNPS
SYNOPSYS INC
+$618.3K
1,598
+175%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$608.8K
48,249
+33%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$597.7K
19,800
+0%
减持
FSK
FS KKR CAP CORP
-$597.1K
22,748
-59%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$593.5K
37,965
+288%
增持
IVV
ISHARES TR
+$585.6K
13,794
+4%
建仓
BUYW
NORTHERN LTS FD TR IV
+$578.6K
42,171
清仓
EA
ELECTRONIC ARTS INC
-$562.1K
0
-100%
增持
QAI
INDEXIQ ETF TR
+$555.0K
102,771
+21%
增持
TLT
ISHARES TR
+$542.7K
43,995
+19%
增持
GTO
POWERSHARES ACTIVELY MANAGED
+$538.6K
58,903
+26%
增持
SCHD
SCHWAB STRATEGIC TR
+$517.5K
165,459
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$513.9K
33,716
+8%
清仓
BND
VANGUARD BD INDEX FDS
-$512.9K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$512.4K
16,513
+103%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$506.0K
0
-100%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$490.8K
6,992
-60%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$477.6K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$474.5K
4,375
-43%
增持
MDYG
SPDR SER TR
+$467.6K
32,482
+25%
增持
TOTL
SSGA ACTIVE ETF TR
+$466.1K
45,976
+35%
建仓
FLXR
TCW ETF TRUST
+$450.4K
11,796
建仓
GRW
TCW ETF TRUST
+$444.5K
13,038
增持
SPAB
SPDR SER TR
+$434.7K
96,004
+23%
增持
VOO
VANGUARD INDEX FDS
+$423.7K
2,698
+40%
建仓
XLV
SELECT SECTOR SPDR TR
+$423.0K
2,902
增持
—
ARISTA NETWORKS INC
+$421.9K
5,852
+4%
增持
BAC
BANK AMERICA CORP
+$415.8K
19,311
+108%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$413.4K
18,768
-15%
清仓
ET
ENERGY TRANSFER L P
-$408.9K
0
-100%
建仓
PHM
PULTE GROUP INC
+$402.1K
3,652
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$401.5K
7,970
增持
INTC
INTEL CORP
-$400.5K
38,621
+7%
减持
CRM
SALESFORCE INC
-$390.7K
6,145
-6%
增持
HUM
HUMANA INC
+$385.6K
2,181
+76%
增持
META
META PLATFORMS INC
+$384.9K
4,939
+14%
建仓
—
INFORMATICA INC
+$383.6K
12,423
增持
NFLX
NETFLIX INC
+$378.3K
3,263
+9%
建仓
JBBB
JANUS DETROIT STR TR
+$378.0K
7,687
减持
BP
BP PLC
-$369.9K
22,365
-28%
清仓
USB
US BANCORP DEL
-$362.1K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$348.7K
3,839
增持
DEI
DOUGLAS EMMETT INC
-$344.1K
614,545
+0%
增持
HON
HONEYWELL INTL INC
+$342.2K
4,799
+44%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$338.2K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$335.8K
3,755
建仓
COF
CAPITAL ONE FINL CORP
+$334.6K
2,417
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$327.8K
12,175
增持
TMUS
T-MOBILE US INC
+$326.5K
6,582
+29%
建仓
CSX
CSX CORP
+$325.1K
9,719
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$324.7K
1,488
建仓
AXP
AMERICAN EXPRESS CO
+$319.3K
1,379
建仓
NRG
NRG ENERGY INC
+$318.9K
4,096
清仓
IHF
ISHARES TR
-$318.3K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$316.2K
2,678
减持
HD
HOME DEPOT INC
-$314.1K
6,826
-2%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$313.7K
20,896
-25%
建仓
PGNY
PROGYNY INC
+$313.7K
10,964
建仓
—
GARMIN LTD
+$313.6K
1,925
减持
OKE
ONEOK INC NEW
-$313.0K
6,246
-39%
减持
BX
BLACKSTONE INC
-$312.3K
5,438
-28%
增持
ORCL
ORACLE CORP
+$310.5K
6,177
+38%
减持
PNC
PNC FINL SVCS GROUP INC
-$306.9K
2,434
-43%
建仓
BIL
SPDR SER TR
+$306.7K
3,341
建仓
—
NXP SEMICONDUCTORS N V
+$301.6K
1,121
清仓
TFI
SPDR SER TR
-$295.9K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$295.0K
8,753
-32%
增持
GILD
GILEAD SCIENCES INC
+$293.5K
7,209
+163%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$293.4K
5,593
增持
FDX
FEDEX CORP
+$293.4K
4,019
+28%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$293.3K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$293.2K
279
清仓
PAYX
PAYCHEX INC
-$292.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$289.7K
1,627
+7%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$288.9K
754
增持
CVX
CHEVRON CORP NEW
+$288.3K
19,952
+11%
清仓
RIO
RIO TINTO PLC
-$287.4K
0
-100%
减持
CSCO
CISCO SYS INC
-$287.2K
21,530
-18%
增持
URA
GLOBAL X FDS
+$287.0K
25,159
+64%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$284.9K
25,302
+61%
增持
UNH
UNITEDHEALTH GROUP INC
+$283.1K
2,731
+22%
清仓
GPC
GENUINE PARTS CO
-$279.0K
0
-100%
增持
PFE
PFIZER INC
+$277.2K
18,917
+108%
建仓
MRSK
NORTHERN LIGHTS FD TR
+$267.3K
8,412
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$267.2K
12,588
+28%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$266.9K
864
增持
MCK
MCKESSON CORP
+$264.5K
1,828
+22%
增持
DT
DYNATRACE INC
+$263.7K
13,810
+81%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$260.9K
2,983
建仓
NTAP
NETAPP INC
+$260.3K
2,021
建仓
ADI
ANALOG DEVICES INC
+$260.2K
1,140
建仓
ITW
ILLINOIS TOOL WKS INC
+$260.0K
1,097
增持
CI
THE CIGNA GROUP
+$260.0K
2,738
+54%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$259.2K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$254.7K
2,961
+14%
减持
ABBV
ABBVIE INC
-$251.6K
12,365
-5%
减持
TFC
TRUIST FINL CORP
-$248.0K
8,878
-42%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$246.8K
5,493
减持
EMR
EMERSON ELEC CO
-$243.4K
3,251
-39%
减持
SPVM
INVESCO EXCHANGE TRADED FD T
-$243.0K
53,820
-4%
增持
VTI
VANGUARD INDEX FDS
+$241.6K
6,537
+13%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$240.2K
3,747
+3%
清仓
JBL
JABIL INC
-$239.6K
0
-100%
增持
ADBE
ADOBE INC
+$238.9K
3,016
+6%
建仓
SNY
SANOFI
+$237.9K
4,903
